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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 this week

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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