Guide: Managers Getting Started Part 03 - Tracking Budget Spend Using Budget Summaries

This guide explains how managers can use Budget Summaries to track actual spend versus allocated budget for their span of control and direct reports.

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Where to Find Budget Summaries

Budget Summaries are available on a manager’s My Org tab.

They provide visibility into compensation spend for:

• Your overall span of control

• Your direct reports

• Any direct reports who also serve as managers

(Click here to enlarge in a new tab)

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Understanding Budget Summary Totals

Budget Summaries display both:

• Actual spend

• Total allocated budget

These values allow managers to monitor how recommendations are tracking against approved budget limits throughout the compensation cycle.

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Viewing Detailed Spend Information

The actual spend (top) can be tracked against the total allocated budget (bottom) by hovering over the roll-up boxes.

Hovering over these boxes provides additional detail at any time without navigating away from the page.

(Click here to enlarge in a new tab)

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Using Budget Summaries During the Compensation Process

Budget Summaries update dynamically as recommendations are entered and adjusted.

They help managers:

• Stay within allocated budget guidelines

• Identify over- or under-spend early

• Monitor downstream budget impact across teams

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What to Expect Next

After reviewing budget information, managers can proceed to entering compensation recommendations for their team.

→ Next : Guide: Managers Getting Started Part 4 - Entering Merit Recommendations on the My Team Tab