in CompenSafe, LBA News, Software Updates by Kelley Mangel

CompenSafe Update – August 8, 2016

NEW! Reports

The latest CompenSafe update comes with several new reports for managing compensation plans and payroll transactions.

Override Pay Transactions Report

This new payroll report lists all overrides paid out to employees per payroll period. The report includes the override schedule used to calculate the override, loan number the override is tied to, loan amount, amount paid, timing of the payment, and who’s volume the override was generated off of. To view the report,

1. From the CompenSafe menu, click Report.

2. Click All.

3. From the Report Directory page, click Payroll.

4. Click Override Pay Transactions.

Compensation Plan Export Files

Three new export file reports that provides all the specific details tied to employee’s schedules, allocations, and overrides. For CompenSafe Executive level users only, to access these export files,

1. From the CompenSafe menu, click the gear icon(compensafe-gear-menu).

2. Click System Admin.

3. From the System Admin Menu, click Export Files.

  • Allocation Rule Details: Comprehensive report of all Allocation Rules tied to employees and the specific parameters set per employee. The export file contains both active and inactive Allocation Rules for all active employees and any employee terminated within the last 6 months.
  • Compensation Schedule Details: Comprehensive report of all Compensation Schedules tied to employees and the specific parameters set per employee. The export file contains both active and inactive Compensation Schedules for all active employees and any employee terminated within the last 6 months.
  • Override Schedule Details: Comprehensive report of all Override Schedule tied to employees and the specific parameters set per employee. The export file contains both active and inactive Override Schedule for all active employees and any employee terminated within the last 6 months.

Updated! Payroll & Balance Summary now Payroll Snapshot

In addition to adding BPS and using borrower last names instead of loan numbers, we renamed the Payroll and Balance Summary page to Payroll Snapshot. All users can now access the page by clicking Payroll Snapshot from the Payroll menu or through the Report Directory in CompenSafe. 
compensafe-payroll-snapshot-page

NEW! Knowledge Base Article

Employee Access Levels & Permissions

Explains each CompenSafe access level and its permissions. View article here.

Not using CompenSafe to automate your commission and bonuses? Request a live demo to learn more about CompenSafe’s automated mortgage compensation and loan pipeline management solution.

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