Budget assignment to a compensation group

[ShaimaaJamal]

I am kindly asking how I can assign a budget to a compensation group. I have already created the group and assigned users to it & and I have created a budget based on group. Yet I cannot find the budget amount/section on the form.

I would really appreciate your help with this.

[xavierlegarrec]

Hi @ShaimaaJamal 

The budget group feature in SuccessFactors is a feature I wouldn't recommend using because it is not dynamic: once employees are added to a group they stay in that group group unless Comp Admin makes the change.

It is described in the Cons here as well as help (and screenshot) on how to assign the budget to a group: : https://community.sap.com/t5/human-capital-management-blogs-by-members/choosing-the-right-budget-con...

Also more information here: https://community.sap.com/t5/human-capital-management-q-a/budget-groups-based-on-custom-field/qaq-p/...

In leading practices budget % are assigned to each employee through a lookup table then multiplied against each employee's annualized salary to make up an individual enveloppe which gets consolidated at the form level (budget type = customField, value = 100 then point to the ID of the custom column calculating the individual enveloppe).

All the best

Xavier