2084543 - Budget - Cascading Budget How To Configure and How it Works - Compensation

SAP Knowledge Base Article - Public

2084543 - Budget - Cascading Budget How To Configure and How it Works - Compensation

Symptom

  • This article reviews how to Cascade a Budget in Compensation Module
  • Note: This is a legacy feature and an older method of budgeting. Very few clients are using this method. We recommend that you continue to assign budgets based on the configuration your template is setup for, as opposed to changing to this method. This feature is in maintenance mode only and has not been enhanced in a few years.

     

  • If you are a new administrator and not sure how your existing template is setup to assign budgets, please contact Customer Support. They can review your template and clarify how budgets are set.

     

  • If you are sure your company is using the Cascade Budget feature, the following information explains how it is used.

Environment

  • Compensation

Resolution

How to Cascade a Budget

  • Go to the Budget Assignment link under Compensation Administration
  • Pick the Template which you setup the cascading budget in.
  • Click on the "Add Head of Hierarchy" button and select the user to be the person at the top of the budget "chain" using the Find User capability.
  • Enter the % or Amount that person has to allocate
  • Click Blue Arrow to Send Budget to head of hierarchy
  • Click on the person's name
  • Cascade Budget Check Box is a permission to allow a person to cascade the budget to their direct/indirect reports. Only employees who have a 2 or more levels below will have the Cascade Budget checkbox available. You can put in a % or amount next to each manager's name and click on the save button to set the budget for those planners.
  • By Clicking on the Cascade Budget check box, and clicking on the Propagate button next to that planner's name, it will cascade the budget down to that planner where he/she can then determine the amount to be applied to his/her planners budgets.

 

  • The above steps show how the cascading can be done by someone who has admin rights to the system. The person would need to be setup with Compensation Admin Privileges

 

To setup your planner with access to this feature:

  • Go to Admin Tools, Compensation Management Permission.
  • Make sure the link to manage it for individual users is selected, then search to find the planner, and grant them access.
  • When the planner logs in, the Compensation Link will appear under Quicklinks.
  • You will notice a category for Compensation forms which will list all Compensation forms that the planner has access to. There will also be a section for Budget Assignments - this is where the planner can assign budgets. Please note if they have access to the Executive Report that will appear also.
  • Click on the Compensation Form under Budget Assignments

  Dependencies:

  • Your compensation template will need to be configured by SuccessFactors to use the setting: basedOn="planner". Please contact Customer Success if your template needs to be changed. Please carefully consider making a change as this option is a legacy feature and not typically used.

Keywords

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

Product

SAP SuccessFactors HCM Core all versions