2084523 - Budget - Edit Budget Rules - Compensation

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2084523 - Budget - Edit Budget Rules - Compensation



  • Compensation


Plan Details: Budget - Eligibility - Guidelines - Rating Sources


Admin Tools > Compensation Home > Select Plan Template > Plan Setup > Plan Details > 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.


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

     Go to



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


If you select …

The following happens …


The planner can exceed the budget without any error/warning message.


The planner can exceed the budget, but will receive a warning message. This is the most common setting).


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.


KBA , sf compensation budgets , LOD-SF-CMP , Compensation Management , How To


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