Use the Manage File Uploads Tool

The Manage File Uploads tool allows system administrators to review uploaded files, and to delete files that were uploaded that are not a part of a locked payroll period.

 

Minimum Compensation Access Level Required: Executive

 

 

Accessing the Tool

To access the tool:

  1. From the nCino Incentive Compensation menu, click the gear icon ().

  2. Click "System Admin".

  3. Click the "Company Profile" header.

  4. Click "Manage File Uploads".

Using the Tool

Reading the Table

 

This table contains the following columns:

  • Update Date: Date the file was uploaded.

  • Uploaded By: User who uploaded the file.

  • Purpose: File purpose. Determined by the tool used to upload the file.

  • Pay Calendar: Pay calendar the uploaded file affects.

  • Pay Date: Pay date the uploaded file affects.

  • Processed Date: Date the file was processed.

  • Info: Brief summary of the file. Includes number of rows (count) and the sum of all transactions in the file.

  • Delete: Button to delete the uploaded file. Button will be grayed-out and not clickable if the file is for a locked payroll period and cannot be deleted.

Deleting Files

To delete a file:

  1. Locate the file you want to delete in the table.

  2. Click the Delete button. If the button is grayed-out and not clickable, the file cannot be deleted.

  3. A confirmation window will appear. To confirm you want to delete the file, click the "Delete" button. To return without deleting the file, click "Cancel".



  4. Once "Delete" is clicked, a success message will indicate that the file and related transactions are in the process of being deleted.

 

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