Employee Draws Unpaid Report

The Employee Draws Unpaid report provides a listing of all posted draws that are not yet recaptured from the employee. This is a helpful overview when determining which employees have recaptures coming up, and when they will take place.

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 “Account Balances“
  4. Click the “Employee Draws Unpaid report

Reading the Report

  • 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
  • Type: Draw type of the unpaid draw
  • Draw Date: Payroll date the draw was posted on
  • Recap On: Payroll date the draw was set to recapture on or after. Includes dates dates for past, present, and future payroll periods.
  • Amount: Amount of the draw
  • Recaptured: Amount already recaptured
  • Draw Balance: Current draw balance. Equal to Amount – Recaptured.
  • Max Recapture: Maximum payroll capture for draw, as set in the Corporate Payroll Menu
  • Waive After: Date when the recapture will be nullified
  • Pay Date: Most recent recapture date
  • Notes: Notes entered into the draw by draw creator or auto-draw
  • View: Link to view the draw record
  • Edit: Link to edit the draw record
  • Add: Link to add an adjustment to the draw record

Exporting the Report

To export this page, click the export icon at the top right.

This export includes the following column(s) not present in the online version:

  • Emp #: Employee number assigned to the draw