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What are the practical steps to add the Mobility Budget to Payflip?
What are the practical steps to add the Mobility Budget to Payflip?

Here are the practical steps to add a Mobility Budget to your Flex Plan.

Sofia Van Rijckevorsel avatar
Written by Sofia Van Rijckevorsel
Updated over 5 months ago

You are about to offer the Mobility Budget to your employees? You have discussed it with your Customer Success Manager and together you already drafted the legal docs? Then here are the practical steps to officially add it to your Payflip Flex Plan. 👇🏼

Start Your Engines

Ensure the mobility budget and its benefits are ready to roll. Just activate them with the info needed.

Assign the Mobility Budget

  1. Go to the employee under 'Users'

  2. Click on the 'budget' tab

  3. Click on 'Add budget'—it's right there at the top right.

  4. Choose the mobility budget

  5. Enter the start date and the annual amount of the Mobility Budget

    Note: since the Mobility Budget is an annual amount, the full amount that the employee is still entitled to this calendar year must be entered here.

  6. Choose whether the employee should be informed about this

Need to assign this Mobility Budget to several employees? Use the 'bulk action' button and follow the steps described here : How do I assign budgets in bulk in Payflip?

And voilà! 🌟 Your employee is all set to sign the annex and kickstart their mobility choices. These choices will zoom straight into the monthly payroll file we send your way.

Making mobility budgeting as smooth as a ride in a luxury car—that's the Payflip way! 🚗💨

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