in Blog, CompenSafe, Software Updates by Kelley Mangel

CompenSafe Update – November 2015

NEW! Bulk Load
  • Upload Draws: Upload CSV file to process multiple recoverable draw or guaranteed minimum pay transactions to CompenSafe at one time. To upload multiple draw transactions for payroll processing,
  1. From the CompenSafe menu under Admin, click Main Menu.
  2. From the Corporate Administration page, click Bulk Load.
  3. Click Upload Draws.
  4. From the Bulk Load to Process Draw Transactions page, click Download Template to download a template CSV file. Otherwise, click Browse.
  5. Select CSV file and click Open.
  6. Click Upload.
  7. A Success message will pop-up confirming how many draw transactions were inserted. Click OK.
NEW! Knowledge Base Article: Bulk Load Draw Transactions
  • Upload Credit/Debit Transactions: Upload CSV file to easily post and process multiple credit transactions. To upload multiple credit adjustments for payroll processing,
  1. From the CompenSafe menu under Admin, click Main Menu.
  2. From the Corporate Administration page, click Bulk Load.
  3. Click Upload Credit/Debit Adjustments.
  4. From the Bulk Load to Process Credit/Debit Adjustments page, click Download Template to download a template CSV file. Otherwise, click Browse.
  5. Select CSV file and click Open.
  6. Select Pay Date from the dropdown list.
  7. Click Upload.
  8. A Success message will pop-up confirming how many credit adjustments were inserted. Click OK.
NEW! Knowledge Base Article: Bulk Load Credit Adjustments
NEW! Clone Compensation Schedules
  • Clone Feature: Create duplicate copies of any commission schedule, allocation rule, or override schedule with the push of a button.
The clone feature lets you create a duplicate commission schedule, override schedule, or allocation rule with all the same parameters and details. The schedule will automatically be cloned and named “Copy Of [name of schedule].”
NOTE: You must assign employees to the cloned schedule. Any employee(s) assigned to the original schedule will not be carried over to the cloned version.
NEW! Reports
  • Branch Details: Exportable report of all active branches. To access the report in CompenSafe,
  1. From the CompenSafe menu click Reports.
  2. From the Reports Directory page click Administration.
  3. Click Branch Details.
  • Employee Details: Exportable report of all active employees. To access the report in CompenSafe,
  1. From the CompenSafe menu click Reports.
  2. From the Reports Directory page click Administration.
  3. Click Employee Details.
  • Region Details: Exportable report of all active regions. To access the report in CompenSafe,
  1. From the CompenSafe menu click Reports.
  2. From the Reports Directory page click Administration.
  3. Click Region Details.
  • Changes in Compensation after Period Locked: Audit report of loans with changes in compensation after payroll period locked by administrator. To access the report in CompenSafe,
  1. From the CompenSafe menu click Reports.
  2. From the Reports Directory page click Audit.
  3. Click Changes in Compensation after Period Locked.
  • Changes in Compensation after Period Locked Detail: Detailed audit report of all transactions with changes in compensation after payroll period locked by administrator. To access the report in CompenSafe,
  1. From the CompenSafe menu click Reports.
  2. From the Reports Directory page click Audit.
  3. Click Changes in Compensation after Period Locked Detail.
Updated: Cash-to-Close Tool
In wake of TRID and new requirements of the Loan Estimate disclosure, we have removed the cash-to-close tool. We apologize for any inconveniences this may cause.
NEW! Knowledge Base Article: Referral Partner Accounts

Not using CompenSafe? Request a live demo to learn more about our automated loan origination compensation calculation and LO dashboard software.

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