Budgeting Methods in Workforce Compensation Plan Budget Pools

You specify whether budgets are worker or manager level when you configure budget pools.

Manager-Level Budgeting

You can specify whether to store budget amounts or percentages, automatically publish budgets, and allow over budgeting for the linked plan compensation components. Then primary plan managers can set the budget method for the budget worksheet, either the first time they open the budget, or on the worksheet. They can pass down budgets to only their subordinate managers who report directly to them. Or, they can pass down budgets to all of their subordinate managers in the primary hierarchy. Their selection determines the worksheet that opens.

The summary table doesn't show any budget information when managers filter worksheets to see information for their subordinate managers two or three levels down. The summary table does show them a message that budget details aren't available for this level of filtering, as appropriate. They can see summary budget information when they filter for their direct reports or all of their people.

Worker-Level Budgeting

You can store only budget amounts and only automatically publish budgets. You can't allow over budgeting. You can also let managers monitor worker-level budgets and control spending by configuring a budget group.