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Manage budget and analytics

Learn to manage your compensation review budget and use analytics in Figures. Make data-driven decisions for fair salary adjustments.

Updated over a month ago

As a manager in the compensation review process, understanding your budget and using analytics are crucial for making informed decisions. This guide will help you navigate these aspects in Figures.

Understand your allocated budget

Depending on your organization's configuration, you may see budget information at the top of your dashboard:

Total budget

Shows the overall budget allocated for salary increases:

  • Submitted: Amount already used in submitted reviews

  • Pending: Amount allocated in reviews not yet submitted

  • Remaining: Available budget

  • Overspend: Amount exceeding the allocated budget (if applicable)

Promotion budget (if applicable)

If applicable, a separate budget for promotion-related increases. This follows the same structure as the Total budget

Budget visibility is determined by your organization's settings. If you don't see this information, consult your HR team for guidance on budget constraints.

Manage overspend

If you notice your budget is in overspend:

  • Review your allocations carefully to identify where you might reduce increases.

  • Prioritize critical adjustments and consider reducing others.

  • Consult with HR or your supervisor about the possibility of increasing your budget allocation.

  • Be prepared to justify any overspend with clear, data-driven rationales.

Remember, staying within budget is important, but there may be cases where exceeding the budget is necessary for retention or equity reasons. Always communicate proactively about potential overspend.

Use analytics to inform decisions

Depending on your organization's configuration, you may have access to an Analytics tab. If your organization has enabled analytics for managers, this powerful tool can significantly enhance your decision-making process during compensation reviews.

If you don't see the Analytics tab, your organization may have chosen not to make this feature available to managers. In this case, consult with your HR team for guidance on how to access relevant data for decision-making.

Navigate the analytics feature

Filtering data

  • Use filters to focus on specific subsets of your team (e.g., by department, level, or location)

  • This allows you to analyze trends within particular groups

Creating breakdowns

  • Use the "Group by" feature to break down data by various factors (e.g., gender, performance rating, tenure)

  • This helps you compare metrics across different employee segments

Using analytics effectively

Identify pay equity issues

  • Compare average increases across different demographics (gender, age, etc.)

  • Look for unexplained discrepancies and address them in your reviews

  • Identify employees who may be under- or over-positioned in their salary ranges

Recognize and reward performance

  • Correlate performance ratings with proposed increases

  • Ensure top performers are receiving appropriate recognition

Manage promotion equity

  • Analyze promotion rates across different groups

  • Address any imbalances in career progression opportunities

Budget allocation strategy

  • Use data on average increases to distribute your budget effectively

  • Identify areas where larger or smaller increases might be needed

Spot trends and outliers

  • Look for patterns in salary adjustments across your team

  • Investigate any unusual increases or decreases to ensure they're justified

Prepare for employee discussions

  • Use analytics to support your compensation decisions with data

  • Be ready to explain how an employee's increase compares to team averages

Remember, while analytics provide valuable insights, they should inform, not dictate, your decisions. Always consider individual circumstances and performance when making compensation choices.

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