Automatic Allocation of Budgets not Being Distributed Correctly (Doc ID 551538.1)

Last updated on DECEMBER 08, 2016

Applies to:

Oracle Advanced Benefits - Version 11.5.10.2 and later
Information in this document applies to any platform.
***Checked for relevance on 23-MAR-2015***

Symptoms

Find that when Compensation Workbench plan setup has the 'Uses Budgets' option selected and the 'Automatically Allocate Defined Budgets' option selected with 'Store Budgets as Percentages' selected, budgets are not being distributed correctly.


Expecting to see a budget percentage across all the managers of eligible employees.
However, when viewing various managers' worksheets in the Compensation Workbench homepage, the budgets allocated to managers are not consistent.
Although there are some managers who have been allocated a budget of the correct percentage entered of the total eligible salaries, there are many managers who have either a 0% budget (even though they have eligible employees as direct reports) or a budget of less than percentage entered.

The issue can be reproduced at will with the following steps:
1. Go to responsibility UK HRMS Manager.
2. Navigate to Total Compensation > Programs and Plans > Plan Enrollment Requirements.
3. Set up plan to use budgets and automatically allocate defined budgets.
4. Navigate to Total Compensation > Rate/Coverage Definitions > Standard Rates.
5. Set up Standard Rates for 'CWB Worksheet Budget' and 'CWB Distribution Budget' for the salary increase option.

 

Cause

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