Cascading Budget and Planner Hierarchy

[pbrandi]

Hello,

When using the Direct Amount / Cascading Budget feature in the Compensation module, are the managers assigned to budget amounts automatically the planners? Or can Roll-up or Compensation Manager Hierarchy (Second Managers) be used in conjunction with budget assignments? Managers without a budget are still allowed to make recommendations.

Thanks

[xavierlegarrec · Accepted solution]

Hi @pbrandi 

Yes Budget Cascading works with Second Manager hierarchy.

I am very bias against this feature and try to always stir customers and consultants from using it (I've implemented it once for a bank in Europe). I know some companies like it but it defeats the purpose of "Reward to Retain" because lower levels of the orgchart potentially won't get anything just because higher levels took everything. There is no way to set a max for how much each level takes from the budget and if money runs out 3 levels before the bottom of the orgchart the planners for each of these three levels don't get any funding to increase their teams. 

All the best

Xavier

[pbrandi · Accepted solution]

Thanks Xavier, Much appreciated on resonding. Sorry that I may not have been clear, can the Rollup work? Agreed but the client has a unique way of budgeting and this is the only way it can be done.

[xavierlegarrec · Accepted solution]

@pbrandi Yes it also works with rollup, had it confirmed by our Product Manager today.