Changing Budget Raise Percentage

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Article Summary

This article provides a complete, step-by-step guide to changing the budget raise percentage. It explains how to adjust raise percentages at the individual employee level or employee type level, covers key settings like Enable Employee Review %, Budget Review options, and raise percentage entry, and helps administrators efficiently update compensation planning inputs, ensuring accurate workforce budgeting across scenarios and employee groups.

eddy_summary: Learn how to update budget raise percentages at both the employee level and employee type level in Workforce Planning.
eddy_keywords: budget raise percentage, employee raise, workforce planning, employee type raise, budget review, raise percent, security administration, employee review percent
eddy_intent: How-to
eddy_module: Platform
eddy_synonyms:
budget raise = salary increase, compensation raise, pay adjustment
employee type level = group raise setup, category-based raise
employee level = individual raise update, single employee adjustment
eddy_questions:
- How do I change the budget raise percentage for a single employee?
- How do I update raise percentages for an entire employee type?
- What settings control whether raises are applied at the employee or employee type level?
- Where do I enter raise percentages or amounts in Workforce Planning?

Managing employee compensation and budgeting is important in Workforce Planning. This article provides detailed instructions on how to adjust the budget raise percentage for employees at the individual employee level or for an entire employee type using Workforce Planning. Adjusting the budget raise percentage for an employee can be done as shown below:

How to Change Budget Raise Percentage At the Employee Level?

To adjust the budget raise percentage for a single employee, changes must be made at the employee level. Follow the steps below:

  1. Navigate to Maintenance > Administration > Security Administration.


  2. Under the Tenant Security Settings section, ensure Employee Level is selected for the Enable Employee Review % option.

  3. Navigate to Maintenance > Workforce > Workforce Planning Setup. You are on the Employees tab. You can also do it from the Planning Control Panel. Navigate to Structured Planning > Planning Control Panel and open the HR - Workforce Planning template in Input mode.
  4. Select the scenario (default or any other desired scenario), and the appropriate Budget Entity.
  5. Click on the Employee Number link you want to modify to access their record.
    Note:

    Changes made to employee records in the Default Scenario won't impact working scenarios.

  6. Select your Budget Review option on the Position Info. tab.
  7. Enter a percentage or an amount in the Budget Raise Percent/Amount field.

  8. Save your changes.


How to Change Budget Raise Percentage At the Employee Type Level?

To update the raise percentage for an entire employee type, do the following: 

  1. Navigate to Maintenance > Administration > Security Administration.

  2. Under the Tenant Security Settings section, confirm that Employee Type Level is selected for Enable Employee Review %.

  3. Navigate to Maintenance > Workforce > Workforce Planning Setup. Click the Employee Types tab.
  4. Select the desired scenario from the drop-down. 
  5. Click Review Setup.

  6. Select an Employee Type and provide details in the following fields: 
    • Current Raise Percent: Enter the current raise percent. 
    • Review Type: Select any of the following:
      • Select Single to update a single raise percentage for the employee type,  and enter the percentage in the Raise Percent field.

      •  Select Multiple to update multiple percentages for various dates, and enter Date and Percentage (%) in the Raises section. You can add and delete multiple review percentages using the plus and delete icons.

  7. Click Save to apply the changes.


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