Auto-Allocate Budget in Single Worksheet

You can automatically allocate the budget for up to 400 employees in a single worksheet based on the configured guideline or percentage. You can also allocate the budget for the filtered employee list in a single worksheet. If more than one pay component exists in the cycle, the Auto-Allocate button in the toolstrip shows a drop-down list. You can select the pay component that you want to allocate. After the budget is allocated, you can adjust the values in the editable pay component columns of the worksheet.

To auto-allocate budget in the single worksheet:

1. Go to Compensation or Compensation Administration > Compensation Cycle Administration and select the required compensation cycle.
2. In the slide-out panel, click All or the specific manager’s name in the Compensation Manager column for which you want to view the employees in a single worksheet.
3. Click Auto-Allocate in the toolstrip and select the pay component in the drop-down list for which you want to allocate the budget to employees automatically.
4. Select one of the following options:
   • By Guideline: Allocate a portion of the budget to each employee based on the guideline.
   • Percentage: Enter a value to allocate a portion of the budget to each employee based on the percentage.
   • See Auto-Allocate Budget.
5. Click OK.

Note: The Equally option isn’t available when you click Auto-Allocate in the single worksheet toolstrip.