CompenSafe: Payroll Menu and Report Menu

CompenSafe: Payroll Menu and Report Menu

View you and your employee's compensation plan under the Payroll Menu, while the Reports Menu provides a breakdown of high-level metrics being measured in CompenSafe. 

Payroll Menu

Loan Officer View


Branch Manager View
 
  1. Comp Snapshot: Short summary of loans, corresponding BPS and compensation payments by pay period.
  2. Payroll Summary: Summarizes commission and bonuses on all loans completed and funded within a pay period. Includes the same information from Comp Snapshot, but with more loan information , such as: lead source, lock date and funded/completed date.
  3. My Comp Plan: Loan Officers can view their assigned compensation plan to see current commission, allocation and override schedules. This will take the employee to their account's Comp tab. 
  4. Schedules: Branch Managers can view all of their employee's compensation schedules in one place. 
  5. Allocations: Branch Managers can view their employee's active allocation rules.
  6. Overrides: Branch Managers can view a summarized version of their employee's active override schedules. 
  7. Verify Pay: Verify or dispute compensations paid, confirm the payment amount on the loan and total payment applied to the pay cycle. 
  8. Br Payroll Menu: Branch Managers can manage their employee's payroll transactions and compensation payments for the current payroll period, and review the setup of Compensation Schedules and Allocations for each employee at their branch. 

Reports Menu


  1. All: Provides visibility into your compensation metrics. Some reports are restricted based on account-level permissions. 
  2. Completed/Completed +: Provides information on funded/completed loans. This can be found under the Production section of the report directory. 
  3. Payroll Transactions: Lists all payroll transactions for the selected pay date. 
  4. Payroll Balances: Provides a high-level overview of compensation and balances for the selected payroll period. 
  5. Draw Status: A consolidated report of all draws by status: paid, unpaid, or waived listed by the draw date. 

If you need any assistance with your CompenSafe account, please email Commissions@afncorp.com with screenshots and details of your issue. 


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