2084523 - Budget - Edit Budget Rules - Compensation

Cant add/edit/delete the budget

SAP SuccessFactors Compensation

1. Admin Tools
2. Compensation Home
3. Select Plan Template
4. Plan Setup
5. Plan Details
6. Budget

• (If you don't see this option please open a support ticket to enable this feature via Provisioning > Compensation Management > Manage Compensation Plan Template)
• The Budgets link allows you to add/edit/delete the budget for different components of your compensation form.  Administrators can make simple changes to some types of budget calculations.
• Note: If your budget calculation uses a custom field, it is not recommended to change your budget calculation without guidance from SuccessFactors.

Plan Details: Budget - Eligibility - Guidelines - Rating Sources

Edit Budget Rules:

If you wish to add soft warnings or hard limits for Merit/lumpsum/bonus etc fields then follow these steps:

1. Go to Admin tools
2. Then Compensation Home
3. Open the correct template
4. Click On Plan Setup
5. Then Plan Details
6. Click on Budget -> Budget Rule -> Actions -> Take Action -> edit

 

Here you’ll be able to Change the Hard Limit setting from Disallow to warn or allow.

If you select …	The following happens …
allow	The planner can exceed the budget without any error/warning message.
warn	The planner can exceed the budget, but will receive a warning message. This is the most common setting).
disallow	An error message will be displayed if the planner exceeds the budget. Note that if you select this setting, the worksheet cannot be routed to the next step until the recommendations are revised to be within budget.

• The change will not apply to live forms.
• Budget rule validation is only supported on forms. This feature is never for the Executive Review. Because executive review has filters and also the view is not for a single forms, but for multiple forms. The whole concept is not applicable for Executive Review.

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SAP SuccessFactors Compensation 2305 ; SAP SuccessFactors HCM Core all versions