2443892 - Budget is greater than specified "Budget Value" when employee is removed without "Updating Budget"

Budget is greater than specified "Budget Value" when an employee has been removed from a worksheet without selecting "Updating Budget".

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SAP SuccessFactors Compensation

• Budget in this example is 20% based on total salary which will be used for Merit.

• We can see the worksheet has 3 employees and the budget is calculated correctly based on our setup above (139467*.20=27893).

• Now delete an employee from the worksheet WITHOUT selecting "Delete budget as well". This is Under Manage Worksheets> Update Worsheets> Employee Membership.

• Once this is done we can see the budget is now "26.89%" which is greater than the specified Budget Value of "20%" (27893/103741*100).

• This employee is then added back to the worksheet WITH the "Add budget as well" option selected.

• We can now see the Budget calculated is 25.12% of the total Current Salary.

• Budget exceeded the Budget Value of 20% because when the employee was removed, the "Update Budget" option was not selected. The system retained the old budget 27,893 and the percentage is calculated based on this: (27893/103741)*100=26,89%.

• After adding the employee back with the option "Add budget as well" selected, we can see the Budget is now "35038". The 7145.2 added onto the budget is 20% of the salary of the Employee added back (Employee Salary: 35726).

• For the resolution, autoCalcBudgetForSalary should be declared false on the XML (since the resolution needs to be changed on an XML level, forms needs to be relaunched).
• autoCalcBudgetForSalary="false".
• After employee was added to the worksheet with "Add budget as well" option selected.

• We will remove the employee with the option "Delete budget as well" selected.

• Add the employee back to the worksheet without selecting the option "Add budget as well".

• After adding back the employee, we can observe that the budget will be reverted back to "20%".

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