Incentive Plan Pay Transactions

The Incentive Plan Pay Transactions report is a listing of all transactions generated by incentive plans.

Minimum Compensation Access Level Required: Own Production

 

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 "Incentive Plan Pay Transactions" 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?.

  • 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?.

 

 

This report includes the following columns:

  • Emp #: Employee number associated with the transaction.

  • Employee: Employee name associated with the transaction. Click to view their Employee Details.

  • Position: Employee's job title in nCino Incentive Compensation.

  • Incentive Plan: Name of the incentive plan associated with the transaction. Click to view the Incentive Plan Details.

  • Pay Timing: Payment timing of the incentive plan. For more information, see Understand Payment Timings

  • Vol Gen By: Source of volume used to calculate pay for the incentive plan.

  • Transaction Type: Description of how the transaction is saved. Listed in the Options section of the Incentive Plan.

  • Plan Details: Brief summary of the incentive plan's pay structure.

  • Pay Date: Date the transaction takes place.

  • Loan Originator: Loan originator assigned to the loan. Click to view their Employee Details.

  • Loan #: Loan number. Click to view the Loan Details.

  • Borrower: Borrower's last name.

  • LA: Total loan amount.

  • Amount: Transaction amount.

Exporting the Report

 

This export includes the following additional columns:

  • Vol Gen By Detail: Detailed description of the volume source used to calculate this incentive plan.

  • Emp Br #: Branch number of the employee.

  • Branch Cost Ctr: Cost center associated with the employee's branch (if applicable).

  • Loan Cost Ctr: Cost center associated with the loan's branch (if applicable).

  • Pay Code Credit: Pay code associated with credit transactions.

  • Pay Code Debit: Pay code associated with debit transactions.

     

     

See Also: