Employee budgets can be viewed internally at an assignment level on the Employee Budgets screen. This shows all the available budgets that have been created including ones that have been automatically set up when an employee submits an Election Choice with a linked Budget Template.
Select a budget by clicking on the
The Budget Details screen will appear with some fields automatically populated if there are defined in the Budget Template screen at the company level. To manually set a budget for the employee's assignment, enter the budget amount in the Amount field and press
The dates on the Budget Details screen may be automatically populated depending on the Date Configuration section on the Budget Templates Details screen at the Company level and if a specified Target Date is populated, where applicable. For example ,if the Budget Start Date is relative to the Planned End Date of the Assignment, and the Planned End Date is blank, the Start Date will also be blank.
Below is a list of fields available on the Budget Details screen. Fields that can be overridden are marked by with an asterisk (*). Note: as of 19.5, amounts can only be passed through to Budgets from Elections.
Display Name: name that will appear in the Mobile Employee Experience. *
Template: name of the Template used to create a Budget.
Amount: starting amount of the Budget. *
Spent Amount: calculated by checking Expense Entries payable to the Employee against the Accounts linked to the Template used to create a Budget, and that have expense dates between the Start and End Dates.
Remaining Amount: calculated by checking the Spent Amount against the Amount.
Visibility Date: the day that an employee will see the Budget in the Mobile Employee Experience.*
Start Date: expense entries dated on or after this date will count towards the Spent Amount of a Budget. *
End Date: expense entries dated on or before this date will count towards the Spent Amount of a Budget. *
Close After Date: end of a grace period for the Budget to stay open to expense against, but entries must still fall within the Start and End Dates. *