Use the Add Multiple Employees Tool

nCino Incentive Compensation allows users to assign Schedules and Allocations to multiple users at once using the " Add Multiple Employees' tool. This article outlines how to use the tool.

The Add Multiple Employees allows for setting minimums and maximums for ALL tiers. To use the per-tier minimum and/or maximum option, the employee must be assigned to the schedule individually.

Add Multiple for Schedule

1. At the bottom of the schedule you want to assign to multiple employees, click the Add Multiple Employees button.

1. Branch: Set to “All to see all employees, or a specific branch for employees from that branch.
2. Schedule: Name of schedule.
3. Add Buttons: Click to add employee to the schedule.
4. Move LO Buttons: Inactivates their current schedule and assigns the selected schedule to them.
5. Branch Restriction: Restrict the plan to specifically paying for loans on the chosen branch.
6. Activation Date: Start date for the schedule.
7. Inactivation Date: End date for the schedule, can be left blank.
8. Min Commission: For all tiers.
9. Max Commission: For all tiers.
10. Comments: Used for notes.
11. Save Compensation Schedule for Employees: Click to save and assign; cancel to disregard.

Add Multiple for Allocation

1. At the bottom of the Allocation, click Add Multiple Employees.
   

1. Branch: Set to “All to see all employees, or a specific branch for employees from that branch.
2. Allocation: Name of allocation.
3. Add Buttons: Click to add employee to allocation.
4. Branch Restriction: Click to restrict the allocation to considering loans from a specific branch. Otherwise, leave as "-N/A-".
   
5. Activation Date: Start date for allocation.
6. Inactivation Date: End date for allocation. Can be left blank.
7. Min Compensation: For all tiers.
8. MaxCompensation: For all tiers.
9. Save Allocations for Employees: Click to save and assign, cancel to disregard.

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