Manual Disbursement Settings

The Manual Disbursement Settings page is available to system administrators to manage how their manual disbursement tool functions.

 

Note: Pages related to Manual Disbursements are only visible in your site if you have Manual Disbursements enabled. If you would like to enable Manual Disbursements, contact https://incentivehelp.ncino.com/hc/en-us.

• Manual Disbursement Settings
  • Access the Manual Disbursement Settings
  • Disbursement Settings Section
  • Workflow Settings Section
  • Authorized Users Section
  • Additional Settings Section

Access the Manual Disbursement Settings

To access the settings page from the nCino Incentive Compensation menu, click:

1. The Gear Icon
2. System Admin
3. The Company Profile header
4. The Manual Disbursement Settings link

Disbursement Settings Section

• Default Debit Adjustment: Default adjustment type for debit manual disbursements.
  • List includes active manual adjustment types on the Adjustment Types page.
  • For more information, refer to Set Company Adjustment Types.
• Default Credit Adjustment: Default adjustment type for credit manual disbursements
  • List includes active manual adjustment types on the Adjustment Types page.
  • For more information, refer to Set Company Adjustment Types.
• Disburse to Branch: Options for which branch the disbursement will post to
  • Branch of Loan: Disbursement will post to the branch the loan is assigned to.
  • Branch of Employee: Disbursement will post to the branch of the debited employee.
  • Specific Branch: Disbursement will post to the branch chosen in the dropdown menu.

Workflow Settings Section

• Allow Requester Submissions: When enabled, all users can request disbursements. When disabled, only AL-5s can create disbursements.
• Allow Requester Disbursements: When enabled, disbursements can credit the user who requested them.
  
• Enable Initial Approval: When enabled, disbursement requests must be approved by managers before AL-5 review.
  • Accessible only when Allow Requester Submissions is enabled.
• Initial Approval Deadline: Date the initial approving user must approve the disbursement for it to be valid for a certain payroll period.
  • Options based on the payroll period's Verification Date.
• Require Confirmation: When enabled, requester must confirm when they enter a manual disbursement
  • Confirmation Text: Text in the confirmation dialog box.

Authorized Users Section

Note: This section is only visible when Allow Requester Submissions is enabled.

• Requesters: Select the nCino Incentive Compensation Positions who can request manual disbursements.
  • Receive Email: Request Approved: If enabled, requester will receive an email when the disbursement is approved.
    
  • Receive Email: Request Denied: If enabled, requester will receive an email when the disbursement is denied.

 

Note: The Approving Managers option is only visible when Enable Initial Approval is enabled.

 

• Approving Managers: Account access levels that are allowed to perform initial approval.
  • Receive Email: Approval Requested: If enabled, managers will receive an email when a disbursement needs their approval.
    
• Recipients: Select the nCino Incentive Compensation Positions to be allowed as manual disbursement recipients.
  • Receive Email: Allocation Received: If enabled, recipient will receive an email when they receive an allocation.
• Use Metric: Employees assigned to a compensation plan that includes the selected metric will be allowed as a requester and recipient.

Additional Settings Section

• Enable Flat $: When enabled, the Flat $ pay type will be available for manual disbursements.
  • This option does not require any associated loans.
    

 

See also:

• Pending Manual Disbursement Requests Report
• Manual Disbursement Tool Overview