Transferring resource budgets to a different manager

Note: 

By default, this action is available only to compensation analysts. This action can be made available to managers by changing the security settings for the manager role. See your security administrator to make this change.

Use this procedure to transfer a resource's budget record to a different manager. When you transfer records, the application updates all records with new manager budget records.

Budget balances for individual planning rules on the awarding view are transferred from the current manager to the new manager if Transfer Budget Amount was selected for the planning rule. It could be possible, for example, that the resource's salary rule budget would be transferred, but not the resource's equity rule budget.

  1. Select Compensation > Awarding > Budget Process > Resource Budgets.
  2. On the Awarding Views form, open the view to which the resource to transfer is associated.
  3. On the Resource Budgets tab, select the resource whose budget records to transfer, and select Actions > Transfer.
  4. On the Transfer form, select the manager to whom the records are being transferred.
    Note: 

    You cannot transfer to or from a supervisor whose awards have been submitted or approved. Transfers can only occur when the to or from supervisor's awards are in Draft, Canceled, or Rejected status.

  5. Click OK.