Mass finalizing and making all budgets for an awarding view available to budget owners

  1. Select Compensation > Awarding > Budget Process > Manager Budgets and Awards.
  2. Click the Mass Finalize tab.
  3. Select the awarding view for the budgets to be made available to their owners.

    The preliminary budgets for the awarding view are displayed on the Preliminary tab. Click the Available tab to view the budgets that have already been made available to their owners for that compensation awarding view.

  4. To make all preliminary budgets in the compensation awarding view available to their owners, right-click the awarding view and select Mass Finalize. Or, open the awarding view and select Actions > Mass Finalize.
  5. On the Mass Finalize Manager Records form, specify this information:
    Budget Owner Manager Group

    Optionally, to finalize budgets only for the budget owners included in a manager group, select the manager group.

    If left blank, then all of the preliminary budgets are finalized.

    Note: 

    Manager groups must be defined with a Supervisor business class and a HCMGroupSalaryPlanning subject.

  6. Click OK

    The status of the preliminary budgets is changed to Available, and they are displayed on the Available tab. The budgets are now available to the budget owners, not necessarily the direct managers, in Manager Space.

    The budget owner for each budget is determined by the minimum manager level for the awarding view, unless the compensation analyst has released the budget to another manager.

    Note: 

    The process of making a budget available to a budget owner is distinct from the process of assigning ownership to a budget. For example, owners may view budgets for managers below them, but not their own budget, if their own budget has not yet been made available.

    After budgets have been finalized by the budget owner, the budgets are displayed on the Historical tab.