Platform Compensation Report (FPSDR141) |
  
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Platform Compensation Report (FPSDR141) |
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Availability
Although this report can be run daily, we recommend that you run it to match the Compensation Tracking Period set up on the Compensation Tracking Default Setup screen (Gold Services--Application 8, function 111/112). The setup allows for weekly, monthly, semi-annual, or annual compensations. The period is defined by your institution. This report can only be set up once per institution.
Purpose
The Platform Compensation Report displays compensation calculations for employees for a specific time period determined by your institution when you set up the compensation tracking options. It incorporates information gathered from sales tracking records generated from the PC (GOLDTeller Platform) or the host (Gold Services, History Detail screen-- Application 8, function 103/104). Additional records are used based on which type and method of compensation are selected.
This report sorts by teller number.
Currently, there are no Report Warehouse indexes set up.
See FPSDR141 Example for an example of this report.
Column Heading |
Description |
|---|---|
Tllr |
This column displays the employee number of the employee who earned the compensation. |
Tran Date |
This column displays the date of the sales session. |
Trn Time |
This column displays the time of the sales session. |
Seq # |
This column displays the sequence number of the sales session. |
Brch (Branch) |
This column displays the originating office or branch of the sales session. |
Prdcde (Product Code) |
This column displays the product code for the product that was sold for this sales session. |
SSN/EIN # |
This column displays the Social Security number or employee identification number of the person for which the product was sold this sales session. |
SLD/REF (Sold/Referred) |
This column displays if the product was sold or if the product was referred to another teller. If referred, the referred teller number will be displayed in the tllr column. |
NW$ (New Money) |
This column displays whether or not the product was opened using new money. |
NWC (New Customer) |
This column displays whether or not the product was opened for a new customer. If “N” (no), the product was opened for an existing customer. |
CPN (Coupon) |
This column displays whether or not the product was opened using a coupon. |
SIN/BUN (Single/Bundled) |
This column displays if the product sold to a customer was sold as a single product or bundled (BUNDLD) with another product. |
Compensation |
This column displays the amount compensated for the product(s) and the type (single or bundled). |
Credit Limit |
This column shows amounts used to determine if the employee qualifies for compensation if using the threshold method. |
Totals and Subtotals Provided
If calculating compensations based on none, teller, or institution, subtotals will be taken on each new teller.
If calculating compensations based on branch, subtotals will be taken for each new teller within a branch, and then for each new branch.
In all cases, a final institution compensation total will be displayed.
The final page of this report prints some useful information that helps in understanding various totals and amounts on the report. At the bottom of the final page, this report prints some useful information that helps in understanding various totals and amounts on the report based on the parameters set up for your institution.