Expense policies are defined by Employee Group within a Program.
To set them up, you will have to select the desired Program, then open the "Spending policy" section. You will then just have to select the Group of employees for which you want to define the expense policy and then click on "Edit".
💡 You can also create a custom spending policy for specific employees.
You will first have to indicate whether you want a yearly, quarterly or monthly expense policy, and define the amount of budget you want to allocate over the period.
- Yearly: the budget allocated will be fully available, from the first day of the budget period defined by your program. However, you can decide to adapt this amount to the number of days worked during the budget period (e.g. an employee arriving during the year will only receive a part of the annual budget).
- Quarterly: your employees will receive the amount you have defined on the first day of each quarter (ie. January 1st, April 1st, July 1st, October 1st). You can adapt this amount in proportion to the days worked during the quarter (e.g. an employee arriving on February 15th will only receive half of the budget for this quarter). You can also choose to reset the budget of your employees every quarter, or let them have the amount they did not consume during the previous quarter.
- Monthly: your employees will receive the amount you have defined on the first day of each month. You can adapt this amount in proportion to the days worked during the month (e.g. an employee arriving on the 15th of the month will only receive half of the budget for that month). You can also choose to reset the budget of your employees every month, or let them have the amount they did not consume during the previous month.
You can also choose whether you want to hide the budget amount from your employees or not. If you decide to hide it, your employees will only see the amount they have spent, not the amount left to spend.
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- What is a program?
- How to implement mobility rules and policies?
- How to implement the spending policy?
- How to set up expense approval rules?
- How to implement a custom spending policy for an employee?
- How to edit a custom spending policy?
- How to reset a custom spending policy to group settings?
- How to set up reimbursement approval rules?
- How to edit a sworn statement?