Siebel Performance Management Guide > Setting Up Compensation Planning > Managing Compensation Budgets >

Adding Employees to the Locked Compensation Budget

When you select a budget type, you also select an eligibility rule which is made up of eligible employees. Other employees who are not covered by the eligibility rule can be added to the compensation budget, after a budget is locked.

To add an employee to a locked budget

  1. Navigate to the Administration - Compensation Planning screen.
  2. From the visibility filters, choose Budgets.
  3. In the Budgets list, query for the budget, and in the budget record, change the value in the Status field to Unlocked.
  4. In the Budget Types list, select the appropriate compensation type for the employee.
  5. In the Employees list, add a new record and then from the Last Name field, select the employee.
  6. Complete the remaining fields.
Related Topic

Managing Compensation Budgets

Siebel Performance Management Guide