2651415 - Budget Assignment Refresh Error - Compensation Management

When you click Budget Assignment from Manage Worksheets an error will show up saying "The Budget Assignment user information for this plan did not refresh properly. Please notify your compensation administrator to refresh the data before assigning budgets."

Successfactors Compensation

Go to Compensation Home > your template > Manage Worksheet > Budget Assignment > the error will show up

The standard fields required in the EC Data Refresh is not defined in the template. These fields are the CurSalary and LocalCurrencyCode.

• Define the fields in your template. If you do not want to have these fields appearing in your worksheet reason why you did not define it in your template, the workaround is to set to "true" the following in your template's xml;

1. includeCurSalary="false"

2. includeLocalCurrencyCode="false"

and add the field definition as follows;

1.         <comp-field-definition id="curSalary" isCustomField="false" isVisible="false" alignment="left" useFor="salary" readOnly="true" width="2" hidePercentage="false" hideAmount="false" percentageReadOnly="false" reloadable="true" displayOrder="16">
          <comp-field-label><![CDATA[Annualized Salary]]></comp-field-label>
          <comp-ect-input-field-map componentType="payComponentRecurring" componentCode="1015" fieldName="paycompvalue"/>
        </comp-field-definition>

2.         <comp-field-definition id="localCurrencyCode" isCustomField="false" isVisible="false" alignment="left" useFor="salary" readOnly="true" width="2" hidePercentage="false" hideAmount="false" percentageReadOnly="false" reloadable="true" displayOrder="16">
          <comp-field-label><![CDATA[Local Currency]]></comp-field-label>
          <comp-ect-input-field-map componentType="payComponentRecurring" componentCode="1015" fieldName="currency-code"/>
        </comp-field-definition>

the isVisible="false" will make the fields hidden from the worksheet.

• If you are using a custom field for your current salary instead of adding the standard field CurSalary to avoid the error, what you need to have is the below xml tag that must be defined in your template's xml.

<comp-calculation .....>
.....
<merit-calc basedOn="CurrentSalary"></merit-calc>          
<budget-assignment-base-custom-field>Field Column Id Here</budget-assignment-base-custom-field>          
<final-pay-grade useFor="finalRatio"/>          
.....
</comp-calculation>

Note: These xml changes can only be achieve if you have access to Provisioning (Update by upload). If you do not have access to Provisioning please contact Cloud Product Support to assist you.

Budget Assignment Error, Refresh, Budget, CMP-14971, CMP-14719 , KBA , LOD-SF-CMP-BUD , Budgets, Budget assignment, planning and configuration , Problem