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Budgets overview

Provides a clear insight into the budget each employee has received, spent, and what remains.

Aleksandra avatar
Written by Aleksandra
Updated over a week ago

This view includes budgets that can be used on Market benefits as well as special celebration/gift budgets, such as for birthdays or anniversaries.

For Flex salary budgets, go to the Flex salary tab

The Budgets > Overview displays the total for all budgets. On the right, you will see amounts categorized by budget type.
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Column Descriptions

  • Received: The total budget allocated to the employee since onboarding.

  • Spent: The amount spent on benefits in the Market.

  • Left: The mount allocated, which was not spent yet.

  • Settlement (applies only to prepaid budgets):

    1. Offboarding withdraw - the budget balance settled with the company after the employee has been offboarded.

    2. Carryover Penalty - the budget deducted from users' accounts if there is a limit on how much they can save up.
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You can export this report for further analysis.


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