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


  • 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 comp admin tools. Note the Formula Criteria has the Budget Group box selected



  • Notice in your Formulas you will see Budget Group column populated.



Positives 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.
  • Person must belong to one group only


KBA , sf compensation budgets , LOD-SF-CMP-BUD , Budgets, Budget assignment, planning and setup , How To


SAP SuccessFactors HCM Core all versions