Reset Amounts When Budgets Are Unpublished in a Workforce Compensation Plan
You can specify to reset amounts when budgets are unpublished, when you configure budget pools for a workforce compensation plan. When the primary plan manager unpublishes budgets, they reset summary and detail values.
Summary View Table Changes
Managers can see the summary view table in the header area of their budget worksheet. If you enable reset amounts, the unpublish action decreases the Budget Distribution Amount and Budget Distribution Percentage values by the original budget distribution amount.
When managers change the Budget Amount to 0, they're also decreasing these summary values by the same amount:
- Budget Distribution Amount
- Budget Distribution Percentage
And they're increasing the Available for Distribution value by that same amount.
Detail Table Changes
Managers see the detail table in the main area of the budget worksheet. The table has separate rows for each of their subordinate managers, in a hierarchical representation. If you enable reset amounts, the unpublish action clears the Budget Distribution Amount, Budget Distribution Percent, and Unpublished Amount values in the detail section. It also sets the Available Budget to 0.
Examples
Here are example summary and detail tables for the Merit budget worksheet before the manager unpublishes the budget for a specific subordinate manager. The monetary amounts are in USD.
Summary Table Columns Before Unpublish
| Eligible Salary | Budget Amount | Budget % | Budget Distribution Amount | Available for Distribution | Budget Distribution % | Unpublished Amount | Available Budget |
|---|---|---|---|---|---|---|---|
| 3,667,253 | 110,018 | 3 | 110,018 | 0 | 3 | 30,990 | 110,018 |
Detail Table Columns Before Unpublish
| Manager | Eligible Salary | Budget Distribution Amount | Budget Distribution % | Unpublished Amount | Available Budget |
|---|---|---|---|---|---|
| Direct Reports | 763,300.36 |
22,899.01 |
3.00 |
22,899.01 |
|
| Rosa | 1,033,012.00 |
30,990.37 |
3.00 |
30,990.37 |
0 |
| Lee | 1,174,646.00 |
35,239.38 |
3.00 |
35,239.38 |
|
| Blair |
696,294.36 |
20,888.83 |
3.00 |
20,888.83 |
20,888.83 |
Here are those same tables after the manager unpublishes Rosa's budget amount of 30,990.37.
Summary Table Columns After Unpublish
| Eligible Salary | Budget Amount | Budget % | Budget Distribution Amount | Available for Distribution | Budget Distribution % | Unpublished Amount |
Available Budget |
|---|---|---|---|---|---|---|---|
| 3,667,253 | 110,018 | 3 | 79,027.63 | 0 | 0 | 30,990 |
141,008.37 |
Detail Table Columns After Unpublish
| Manager | Eligible Salary | Budget Distribution Amount | Budget Distribution % | Unpublished Amount | Available Budget |
|---|---|---|---|---|---|
| Direct Reports |
763,300.36 |
22,899.01 |
3.00 |
22,899.01 |
|
| Rosa |
1,033,012.00 |
0 |
|||
| Lee |
1,174,646.00 |
35,239.38 |
3.00 |
35,239.38 |
|
| Blair |
696,294.36 |
20,888.83 |
3.00 |
20,888.83 |
20,888.83 |