Employee Draws Status by Draw Date Report
The Employee Draws Status by Draw Date report is a consolidated report of all employee draws by status " paid, unpaid, or waived " listed by the draw date.
Minimum Compensation Access Level Required: Own Production
Accessing the Report
To access this report,
- From the nCino Incentive Compensation menu, click "Report ▼".
- Click "Draw Status".
Reading the Report
This report includes the following filter / display options:
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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?.
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Payroll Period Selector: Used to select the payroll period shown on the report. For information on using this tool, refer to How do I use the date selectors?.
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Draw Status Selector: Used to select which draw status should be shown on the report.
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Draw Type Selector: Used to select which draw type should be shown on the report.
This report includes the following columns:
- Br#: Branch Number of the employee. Click to view the branch’s details page
- Employee: Full name of the employee. Click to view the employee’s details page
- Draw Date: Date the draw is effective
- Type: Payment type of the draw
- Guar Min: Guaranteed minimum of the draw, if present
- Amount: Amount of the draw
- Waived: Date the draw is to be waived.
- Recaptured: Date the draw is to be recaptured. Only included if draw is set to recapture in the current or past period.
- Draw Balance: Draw balance at the time of this draw
- Waived Date: Waive date of the prior waived amount
- Recaptured Date: Recapture date of the prior recaptured amount
- Notes: Notes for the current draw
- View: Link to view the draw entry
- Edit: Link to edit the draw entry
- Add: Link to add a draw adjustment
Exporting the Report
To export this page, click the export icon.
This export includes the same columns present in the online version.
See also: