What is a group?
A group is a set of employees who share the same spending policies and approval rules, making it easier to manage permissions and authorizations in bulk.
💡 For example a group of employees who have the same mobility budget or a group of employees who have the same budget for their commuting
When creating a new employee on Skipr, you can assign the employee to the correct group. The user will automatically receive the associated spending policy and approval rules.
How to create a group?
To create a group:
- Go to "Groups" and click on "Create a group"
- Fill in the name of the group and create the group
Once the group is created, it must be added to the correct mobility program. If you don't have a program yet, you need to create it:
How to create a mobility program?
- Go to Rules & Policies > Programs
- Click on Create a program
- Choose the template
- You will have the list of services linked to this specific template. You can toggle on the services you want to include in the mobility program and some of them can be customised.
How to add a group to a mobility program?
One a group is created, you need to link the group to the program through the program's Spending Policy tab:
- Click on "+ Add a group".
- Customise the spending policy
- Once everything is done, click on Save.
You can also set a variety of "Approval Policies" to manage the expenses and reimbursements.
💡 Please reach out to your account manager or the support team when creating new groups or changing group settings
💡 To rename a group, go to the "Groups" section, click on the 3 dots and then Rename