Siebel Employee Relationship Management Administration Guide > Setting Up Compensation Planning > Managing Compensation Budgets >

Locking the Compensation Budget

After a budget is calculated, you can lock the budget record to prevent further calculations. Budget Types and Employee records can be manually updated as needed by temporarily unlocking the budget record.

Locked budgets can be linked to one or more planning cycles for incorporation into the associated compensation plans. After final approval of a compensation plan, the approved compensation change amounts for an employee are reflected in the Budget Spent fields in the Budget Types and Employees lists.

CAUTION:  Running the budget calculation process results in the unrecoverable loss of the Budget and Budget Spent amounts for any previously calculated budget records. When necessary, individual Budget and Budget Spent amounts can be manually updated.

To lock a compensation budget

  1. From the application-level menu, choose Navigate > Site Map > Administration - Compensation Planning > Compensation Plan Rules Administration.
  2. From the visibility filter, choose Budgets.
  3. In the Budgets list, query to find the budget.
  4. In the Budget record, select Locked in the Status field.

    NOTE:  Budgets are unlocked by changing the status to Calculated.

Related Topic

Managing Compensation Budgets

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