Before an amount for a particular budget can be charged, budgets need to be assigned to employees. In this article, we explain how to allocate budgets to multiple employees at the same time. 👇
1️⃣ Assign new budgets to (multiple employees)
Go to 'Users' and click on 'Bulk actions'. If your company has several entities, indicate for which entity you want to allocate budgets.
Click on 'I want to assign new budgets to employees'.
Select the budget you want to assign to employees.
Click on 'Download list of employees'. An .xlsx file is downloaded that includes all active employees who do not yet have access to the budget.
Is the budget automatically calculated by Payflip and may it be assign to all employees?
This is the case, for example, for the end-of-year premium.
In this case, you do not need to make any changes to the file. You can simply reload the downloaded file in Payflip. Click on 'Next'.
Choose whether to send a notification (via e-mail) to employees
Check that the data is correct and save your changes. For automatic budgets, it is normal that there is no figure under 'Amount budget'. Payflip will automatically calculate budget amounts based on the employees' salaries at the time you save the changes.
Is the budget not automatically calculated by Payflip?
This is the case, for example, with a bonus, mobility budget or smartphone budget.
In this case, you will have to enter the amount of the budget in the downloaded Excel.
⚠️ Make sure you always enter the employer cost of the budget. (How to calculate this exactly can be found here).
⚠️ If it concerns a mobility budget, you will also have to fill in the start date of the mobility budget.
Save your Excel as an .xlsx or .csv file
Load your file into Payflip. Click on 'Next'.
Choose whether to send a notification (via e-mail) to employees
Check that the details are correct and save your changes.
