CompenSafe Update – September 15, 2016

New Knowledge Base Articles

We’ve added two new help articles to the CompenSafe knowledge Base.

Employee Positions Mapping

The new Employee Positions Mapping page allows you to assign job titles to master CompenSafe positions and set the default settings per position for the Watch List, Scorecard, and Comp Plan features. To view the Employee Positions Mapping page,
  1. From the CompenSafe menu, click the gear icon CompenSafe-Payroll-Snapshot
  2. Click System Admin.
  3. From the System Admin Menu, click Directory.
  4. Click Employee Position Mapping.
*Only available to system administrators with Access Level 5.

Employee Details Compensation Plan Update

You now have the ability to quickly identify the Trigger Start and Trigger Stop dates for a compensation schedule, allocation rule, and override schedule assigned to an employee. To view the Trigger Start and/or Trigger Stop date for an employee’s comp plan,
  1. Go to the Employee Details page for the employee you want to view.
  2. Click Comp Plan.
*The Trigger Stop date is only available for an employee’s compensation schedule, allocation rule, and override schedule that are Inactive or have a future Inactive Date.

Payroll Snapshot Updates

Now you can view total BPS earned per line item, as well as identify loan level compensation by borrower last name. To view the Payroll Snapshot page,
  1. From the CompenSafe menu, click Payroll.
  2. Click Payroll Snapshot.

Additional CompenSafe Updates

Performance Menu Quicklinks

We added a bunch of quick links to the Performance section on the CompenSafe menu*. The new Performance menu now has:
  • Scorecard: Click to go to the LO Scorecard page.
  • Projections: Click to go to the Projections page.
  • Goals: Click to go to the LO Goals for Compensation and Sales page.
  • Historical: Click to go to the Loan Volume by Product Type page.
  • Averages: Click to go to the Scorecard LO Averages page.
  • Best Month: Click to go to the Best Month for LO page.
  • Rankings: Click to go to the Rankings YTD by LO page.
*Subject to company settings and user access level permission

More Data Fields for Export Files

The export files for three different CompenSafe reports now have four new data fields to help with audits. The new fields, which were added to the export files for the Allocations by Employee report, Compensation Schedule Overview by Employee report, and Override Schedule Overview by Employee report are:
  • Entered Date: Date the compensation schedule, allocation, and/or override schedule was added to the employee’s compensation plan.
  • Entered By: Name of the person that added the compensation schedule, allocation, and/or override schedule to the employee’s compensation plan.
  • Updated Date*: Date a compensation schedule, allocation, and/or override schedule assigned to an employee was last updated.
  • Updated By*: Name of the person that last updated a compensation schedule, allocation, and/or override schedule assigned to an employee.
*If applicable

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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