Budget Storage Methods in Workforce Compensation Plan Budget Pools
You can store your budgets as amounts or percentages. The storage method you select affects published budgets when managers reassign people to other managers or change their eligibility status.
Amounts
The published amounts stay with the manager when their total eligible salary changes, such as when they reassign people or change their eligibility status. For example, you publish a $100,000 budget to David. David publishes budgets for himself and his direct reports, Rosa and Lee, as shown here:
| Manager | Total Eligible Salary (USD) | Calculated Budget Percentage | Stored Budget Amount (USD) |
|---|---|---|---|
| David | 100,000 | 10 | 10,000 |
| Rosa | 500,000 | 10 | 50,000 |
| Lee | 400,000 | 10 | 40,000 |
| Total | 1,000,000 | NA | 100,000 |
Then Lee reassigns one of his people with an eligible salary of $100,000 to Rosa. This reassignment decreases his calculated budget percentage and increases Rosa's, as shown here. The stored budget amounts remain unchanged.
| Manager | Total Eligible Salary (USD) | Calculated Budget Percentage | Stored Budget Amount (USD) |
|---|---|---|---|
| David | 100,000 | 10 | 10,000 |
| Rosa | 600,000 | 8.3 | 50,000 |
| Lee | 300,000 | 13.3 | 40,000 |
| Total | 1,000,000 | NA | 100,000 |
Percentages
The published budget amounts change when a manager's total eligible salary changes, such as when they reassign people or change their eligibility status. For example, you publish a budget to David as 10% of total eligible salary. David publishes budget percentages for himself and his direct reports, Rosa and Lee, as shown here:
| Manager | Total Eligible Salary (USD) | Stored Budget Percentage | Calculated Budget Amount (USD) |
|---|---|---|---|
| David | 100,000 | 10 | 10,000 |
| Rosa | 500,000 | 10 | 50,000 |
| Lee | 400,000 | 10 | 40,000 |
| Total | 1,000,000 | NA | 100,000 |
Then Lee reassigns one of his people with an eligible salary of $100,000 to Rosa. Now Lee's total eligible salary decreases and Rosa's increases, affecting their calculated budget amounts, as shown here:
| Manager | Total Eligible Salary (USD) | Stored Budget Percentage | Calculated Budget Amount (USD) |
|---|---|---|---|
| David | 100,000 | 10 | 10,000 |
| Rosa | 600,000 | 10 | 60,000 |
| Lee | 300,000 | 10 | 30,000 |
| Total | 1,000,000 | NA | 100,000 |