SAP Knowledge Base Article - Public

2084214 - Budget - Based on Groups - Compensation


  • The application allows for you to create groups or people and then assign variable budgets to each compensation group. Budgeting based on groups > basedOn="group"
  • How to use budgets based on groups

**Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental**



  • Compensation Management


  • This is used when setting up budgets where different groups of employees have different budget %. An example of this is where a company has employees in various Countries. The budget for US is 5% for Canada is 6% for UK it is 4% and you have managers who have employees across the countries.
  • The calculate the budget by employee, then add all the employees budget on the managers form together and this will create the total budget for the manager.


Setting Up Groups

  • Example Group as seen in xml:
    < budget-calcuseFor="salary" budgetOn="merit" familyName="GMAC" mode="PercentOfCurSal" basedOn="group" includeIneligible="false" prorating="false">0.0</budget-calc>
  • UI or import file based budgeting tool which allows the managers to determine budget for group of employees
  • To set via UI go to template > Plan Setup > Plan Details > Budgets


 budget2.JPGPositives to Budget on Group:

  • Flexible because it is not based on same % for everyone
  • Dynamic! If budgets need to change, just change in UI
  • UI or import file based - admin can control



  • Complex to setup
  • Complex to use
  • Not commonly used by clients
  • Mass Create is not supported if Mode is based on "Amount". In this scenario you need to launch worksheets individually. (budget will show as $0 when mass created)
  • Supports only standard fields
  • Does not support custom fields and some standard fields are not supported.
  • Does NOT work with EC Integrated Plan Templates
  • Person must belong to one group only


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SAP SuccessFactors HCM Core all versions