Budget templates are configured at a Company Level so that the Budgets can be used at an Assignment Level. Click the + in the grid to create a new Budget Template.
Complete the first section of the Budget Templates Details screen:
The following can be customized per template:
Inactive: if checked, a Budget Template will not appear elsewhere in the Equus Platform.
Name: internal name for the Budget Template.
Display Name: name that will appear in the Mobile Employee Experience.
Icon: icon that will appear in the Mobile Employee Experience.
Currency Type: a currency for the Starting, Spent and Remaining Amounts of the Budget. If a Template is associated to an Election Choice, then the currency of the Election Set containing that choice will be used.
Description: description that will appear for Internal Users.
Employee Experience Information: provide additional information about the Budget that is accessible in the Mobile Employee Experience.
Merge With Like Budgets: When this is checked, Budgets created from this Template for the same Mobility via Benefit Election Choices will be combined into a single budget if the Start, End, and Close After dates all match. Note - This setting cannot be changed once a Budget has been created from a Benefit Election Choice.
Next configure the Date Configuration section on the Budget Template Details screen.