Menu for Sub-Branch Access Level Users

This article details the nCino Incentive Compensation menu that users with an Access Level of "Sub-branch" see.

Clicking your company logo will take you to your company's nCino Incentive Compensation home page.

Payroll

The Payroll menu contains the following items:

  • Comp Snapshot: View the current status of your compensation for this pay period.
  • Payroll Summary: View a complete breakdown of your compensation for this pay period.
  • Payroll Calendar: View a visual calendar of key dates for each payroll period.
  • My Comp Plan: View your assigned compensation plan.
  • Schedules: View a list of all schedules.
  • Verify Pay: View and verify your pay for this payroll period. Appears if your company is using the Verify Pay feature.
  • Br Payroll Menu: View the Branch payroll menu. There, you can manage your branch’s payroll.

Report

The Report menu contains the following items:

  • All: View a list of all available reports.
  • Completed: View a list of completed loans.
  • Completed +: View a hierarchy-based report of compensation for completed loans.
  • Payroll Transactions: View a list of all transactions for this pay period.
  • Loan Compensation Transactions +: View a hierarchy-based report of compensation transactions.
  • Compensation Summary: View a summary of all compensation for the current payroll period.
  • Draw Status: View the status of your draws for this pay period.

Icons

The nCino Incentive Compensation menu contains the following icons:

  • Magnifying Glass(): Open the site search. This allows you to search for loans, employees, or branches.
  • Book(): Go to the company directory. This allows you to see lists of all regions, branches, or employees in your company
  • Person(): Go to your employee details page.
  • Gear(): Open the Settings menu. The settings menu includes the following options:
    • Impersonate: View nCino Incentive Compensation from the perspective of another user.
    • Change Password: Change your current password.
    • Log Out: Log out of your account.
  • Chain Links(): Access useful external links. Available if set up by your company.
  • Question Mark(): View the Knowledge Base article related to the current page.
  • Download Icon(): Export data from the report.