Employee Relationships Report

The Employee Relationships report lists all employee relationships in nCino Incentive Compensation for the chosen date range.

Minimum Compensation Access Level Required: Executive

 

Accessing the Report

To access this report,

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

  2. Click "All".

  3. Click the "Payroll" header.

  4. Click the "Employee Relationships" report.

Reading 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?.

 

Employee Relationships Report with example data

 

This report includes the following columns:

  • Region: First employee's region. Click to view region details.

  • Br #: First employee's branch number. Click to view branch details.

  • Employee: First employee's full name. Click to view employee details.

  • Relationship Type: Relationship between the first employee and the second employee in the row.

  • Region: Second employee's region. Click to view region details.

  • Br #: Second employee's branch number. Click to view branch details.

  • Related Employee: Second employee's full name. Click to view employee details.

  • Start Date: Relationship start date.

  • Stop Date: Relationship stop date.

  • Metric Name: Name of the associated relationship metric.

  • Metric Value: Value the relationship metric has.

 

Exporting the Report

To export this page, click the export icon.

This export includes all columns available in the online report and the following columns:

  • Emp #: Employee number for the employee in the relationship.

 

See Also: