Compensation Snapshot Summary Report

The Compensation Snapshot Summary report provides an overview of all incentive pay broken down by pay type.

 

Note: This report lists active employees and employees terminated within the past 120 days.

 

Admins can set pay types using the Adjustment Types screen. For more information, see Set Company Adjustment Types.

 

Access the Report

To access this report:

  1. From the nCino Incentive Compensation menu, click Report ▼.

  2. Click Compensation Summary.

Read the Report

This report includes the following filters / display options:

  • Region, Branch, and Employee Filtering Tool: Used to filter the information on the report. For information on using this tool, refer to How do I filter reports?.

  • Date Selector: Used to select the date range for the report. For more information on using this tool, refer to How do I use the date selectors?.

 

Compensation Snapshot Summary report with example data. Columns are described below.

 

This report contains the following columns:

  • Br #: Employee's home branch. Click to view its Branch Details page.

  • Employee: Employee name. Click to view their Profile.

  • Commission: Employee's compensation with a Commission pay type.

  • Bonus: Employee's compensation with a Bonus pay type. Click to view their Bonuses report.

  • Override: Employee's compensation with an Override pay type

  • Other: Employee's compensation from other pay types.

  • Guarantee: Employee's compensation from guarantees.

  • Recapturable Credit: Employee's total amount of recapturable credit for the period.

  • Recaptured Draws: Employee's total amount of draws recaptured for the period.

  • Net Pay: Employee's net pay. Click to view the Payroll Transactions Report for that employee.

  • Draw Balance: Employee's remaining draw balance.

 

The following additional columns are visible if your company has the corresponding feature turned on. If you are interested in any of the additional features, contact https://incentivehelp.ncino.com/hc/en-us.

  • Marketing: Employee's available marketing balance. Click to view the Marketing Account Transactions report for that employee.

  • Held Balance: Employee's current held account balance.

Export the Report

To export this page, click the export icon.

The exported report includes the following columns in addition to the columns available in the online version:

  • Reg #: Employee's home region number.

  • Branch Name: Employee's home branch name.

  • Emp #: Employee number.

  • Expect Comp Plan: Whether or not the employee expects to receive compensation. Based on the employee's job position set in the Employee Positions Mapping tool. For more information, see Use the Employee Positions Mapping Tool.

  • Payroll Co Code: Payroll company code from the employee's home branch details page.

 

See Also