2323284 - Variable Pay - Budget Configuration & Calculations

What types of budgets can be used in Variable Pay?

This KBA outlines what can be used, the modes and other functionalities.

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

• SAP SuccessFactors Variable Pay

The following is a breakdown of budgets for Variable Pay.

BudgetOn  
  resultsBudget
  modelingBudget
  forecastBudget
 
Mode
  PercentOfCalculatedResultsBasis
  PercentOfCalculatedForecast2Basis
  PercentOfCalculatedForecastBasis
  DirectAmount -- element value should be a number such as 500000, meaning budget=500000
  BudgetByIndividualGuideline
  BudgetByTeamGuideline
  PercentOfCustomField

Below is a list of supported configurations per formula.

In cases of Non-ABR templates, we follow the below mappings for budgetOns:

NOTE: Using formula 1 does NOT have a budget value. This is also documented within the guide under section 17.3 Setting the Bonus Calculation.

If you are using ABR templates, there is no need to multiply "Ind Percent" when calculating the allocated values.

Per formula when using a custom field for calculation

<budget-calc useFor="varpay"
             budgetOn="[one of the 3 budgetOns]"
             mode="[the mapping mode to specified budgetOn]"
             basedOn="template"
             includeIneligible="false"
             prorating="false"
             hidePercentage="false"
             allocationColumns="[customFieldId]"
             useFinalPayoutForVPBudget="false">100.0</budget-calc>

In this case, the "allocated budget" for each employee will be the value defined within the custom field labelled "customFieldId".

For mode, if budgetOn="modelingBudget", mode="PercentOfCalculatedForecast2Basis"; if budgetOn="forecastBudget", mode="PercentOfCalculatedForecastBasis"; if budgetOn="resultsBudget", mode="PercentOfCalculatedResultsBasis"

DirectAmount on final payout

<budget-calc useFor="varpay"
             budgetOn="[one of the 3 budgetOns]"
             mode="DirectAmount"
             basedOn="template"
             includeIneligible="false"
             prorating="false"
             hidePercentage="false"
             useFinalPayoutForVPBudget="true">100.0</budget-calc>

In this case, the "allocated budget" for each employee will be his final pay-out amount. The "budget" value should be the value in red.

DirectAmount is usually used with basedOn="user".

DirectAmount on importKey

<budget-calc useFor="varpay"
             budgetOn="[one of the 3 budgetOns]"
             mode="DirectAmount"
             basedOn="user"
             includeIneligible="false"
             prorating="false"
             hidePercentage="false"
             useFinalPayoutForVPBudget="false"
             importKey="[columnName]">100.0</budget-calc>

In this case, the "budget" for an employee will be the amount specified in the column [columnName] in employeeImport csv file.

if allocationColumns="[customFieldId]" is defined, then the allocated budget value will be sum of [customFieldId].

Please aso note the use of hidePercentage is NOT supported for Variable Pay. Therefore setting hidePercentage="true" within the xml will not hide the budget percentage.

This is a Compensation only feature at the moment (VRP-3520).

Additionally, directAmount is NOT supported while using based on template (VRP-9294).

Budget Value by Individual Guideline

<budget-calc useFor="varpay"
             budgetOn="[one of the 3 budgetOns]"
             mode="BudgetByIndividualGuideline"
             basedOn="template"
             includeIneligible="false"
             prorating="false"
             hidePercentage="false"
             useFinalPayoutForVPBudget="false">100.0</budget-calc>

In this case, the budget value will be the sum of all employees on Business Calc Amount * Default value of Individual Guideline. (ABR, not support yet)

Budget Value by Team Guideline

<budget-calc useFor="varpay"
             budgetOn="[one of the 3 budgetOns]"
             mode="BudgetByTeamGuideline"
             basedOn="template"
             includeIneligible="false"
             prorating="false"
             hidePercentage="false"
             useFinalPayoutForVPBudget="false">100.0</budget-calc>

In this case, the budget value will be the sum of all employees on Business Calc Amount * Default value of Team Guideline. (ABR is not support yet)

Budget Value by Team Guideline

<budget-calc useFor="varpay"
             budgetOn="[one of the 3 budgetOns]"
             mode="BudgetByTeamGuideline"
             basedOn="template"
             includeIneligible="false"
             prorating="false"
             hidePercentage="false"
             useFinalPayoutForVPBudget="false">100.0</budget-calc>

In this case, the budget value will be the sum of all employees on Business Calc Amount * Default value of Team Guideline. (ABR is not support yet)

Budget Rules

For Variable Pay templates we will always use "varpay" within the budget.

For Compensation templates, it has at least one budget rule with useFor="all" and administrators can add more budget rules for Salary, Bonus & Stock.

Budget On

Budget on is only used for Variable Pay templates and the value can be forecastBudget, modelingBudget or resultsBudget.

Allow Exceed

Allow
If allocated budget exceeds, no warning message will be shown on page, and user can save form.

warn
If allocated budget exceeds, when saving a form, an alert warning message will be shown, however the user still can save form.

disallow
If allocated budget exceeds, check Allow Save On Exceed:

• Yes - Pop-up confirmation box with warning message, if user clicks OK, form will be saved, otherwise form is not saved.
• No - Alert warning message is shown, and user is not able to save form.

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