Modify the Organization Hierarchy and Budgets

Role feature access: Compensation Administration > Compensation Cycle Administration > Add Employees, Delete Employees, Move Employees, and Edit Budgets

You can modify the budgets for worksheets in the My Organization tab of Compensation Administration > Compensation Cycle Administration with the Not Started or In Progress status. To update the budget for these worksheets, enter the new budget value as a percentage or a fixed amount in the editable fields of the hierarchy.

If a pay component is configured to base its budgets on target bonuses, Dayforce shows the Total Base Salary and Total Target Bonus fields, in addition to the budget percentage and amount fields, in the budget worksheet. It also shows “(By Target Bonus)” next to the Budget label to indicate that it depends on the configured target bonuses:

For these pay components, you can adjust the budget (or funding) for target bonus payouts in the worksheet by entering a new value as a fixed amount or as a percentage of the total target bonus in the fields provided.

You can adjust the funding for individual employees by opening the associated manager's worksheet and entering new values in the Funding columns for that pay component.

Note: Custom funding values entered for individual employees in the worksheet or using the Bonus Funding by Employee import (in Compensation Setup > Compensation Cycles) aren't affected when you update the total funding in the My Organization tab.

If you want to prevent a manager from allocating for one or more of the pay components in the cycle, you can enter 0 in the corresponding budget fields in the My Organization tab. Pay components for which a manager is assigned zero budget aren't shown in that manager's worksheet.

Important: Existing allocations in the worksheet will be removed when you update the manager's assigned budget to zero.

You can also adjust the organization hierarchy and budgets in the individual worksheets using the Add, Delete, and Move buttons. These buttons allow you to:

• Add Employees to Worksheets
• Delete Employees from Worksheets
• Move Employees between Worksheets

When updating the organization hierarchy, you can do the following:

• Add an employee to a worksheet for which their peer (an employee who reports to the same manager) is the compensation manager.
• Add a manager to a worksheet for which their direct or indirect report is the compensation manager.
• Add a manager to their own compensation worksheet as an employee.

Dayforce shows a warning for each of these scenarios but allows you to continue and save the assignments.

When you click Add, Delete, or Move, Dayforce shows a dialog box in which you can complete the associated action and adjust the worksheet budgets:

Note: When you add, delete, or move an employee using these buttons, the budget adjustment options shown in the dialog box reflect the budget configuration in the My Organization tab. For example, when moving an employee to a worksheet in which a pay component was assigned zero budget, that pay component is excluded for the manager in the dialog box (as it is in the worksheet), and any existing allocations for that pay component are removed for the employee to reflect the zero-budget configuration for their new manager's worksheet. Promotions awarded on the original worksheet aren't affected by the move.

In these dialog boxes, the values shown on the left are in the employee’s local currency, while the values shown on the right are in the cycle currency. Dayforce also shows an information icon () next to any values that were calculated.

For example, the icon would be shown next to the budget change value if the compensation cycle was configured to calculate the total base salary using bonus eligible salaries as of a specific date. You can click the icon next to each calculated value to view the calculation details.