To edit the budget of a group of employees, navigate to Rules & Policies > Programs, select the relevant program, and go to the Spending Policy section. From here, you can:
- Edit Budget: Changes will take effect at the start of the next distribution period (month, quarter, or year) and will impact future budget allocations.
- Adjust Budget: This is a one-time change that immediately impacts the current budget without affecting future allocations.
Edit budget
When editing the budget, you can configure the following options:
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Distribution: How frequently should employees receive their budget?
- Yearly: The full annual budget is available immediately.
- Monthly: The budget is distributed at the start of each month.
- Quarterly: The budget is distributed at the start of each quarter.
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Amount: What amount should employees receive per distribution period?
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Hide: Do you want employees to see their budget and expenses, or only their expenses?
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Reset or Accumulate:
- Reset: The budget resets at the start of each distribution period.
- Accumulate: The unused budget carries over to the next period.
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Pro Rata Adaptation (adapt the limit): Should the first budget allocation be adjusted based on the number of calendar days worked during the first distribution period (calculated from the employee’s start date)?
Budget adjustment
When adjusting the budget, you can:
- Increase or Decrease the budget for the group.
- Add a Reason to document the adjustment.
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Include or Exclude Employees:
- Include employees with a custom budget in the adjustment.
- Exclude specific employees from the adjustment
💡 To edit the budget of a specific employee, this article explains how to do it