Budgets can be assigned to employees through various methods, depending on your company’s setup and budget configuration.
1. Assigning Budgets via Integration
If your company has enabled integration, marketplace budgets can be assigned automatically through it. For more information, refer to this support article.
2. Assigning the Same Budget to All Employees Upon Onboarding
If your company wants to provide the same budget to every employee when they are onboarded, here’s how it works:
Alleo will create the automated monthly and/or one-off budget which will be assigned to all new employees on the onboarding date.
To implement this, contact your Customer Success Manager or email admin-support@alleo.nl.
3. Different Budgets Assigned Upon Onboarding or Later
This setup is recommended if your company assigns different budget amounts to employees, with up to 10-15 variations. During onboarding, you can choose which specific budget amount to assign to employee.
To create generic budget options, contact admin-support@alleo.nl.
Please Note:
Only one monthly budget should be enabled per employee. If you accidentally enable more than one, contact admin-support@alleo.nl immediately so it can be corrected.
For one-off budgets, you can assign multiple amounts to the same employee.
4. Unique budget amount for each employee
If your company assigns different one-off or monthly budgets to employees each month (e.g., based on working hours) and there is no integration in place, Alleo can assist by assigning these grants in bulk. Note: If the employee has a future onboarding date, they must be onboarded first before you can request their budget.
User email registered with Alleo.
Specify if it’s a Monthly or One-off budget.
Benefit category, if your company offers multiple options.
Budget amount to be assigned.
Start date for one-off budgets.
Note: For employees with active monthly budgets, any new budget amounts will take effect from the 1st of the following month.
Important:
Once a budget is activated, it cannot be deactivated through the portal. To deactivate a budget, please contact our support team by clicking the messenger icon on the right.
When a monthly budget is assigned to an employee, the first transaction occurs immediately or on the set onboarding date (if it's in the future).
After the initial assignment, the same amount will be automatically allocated on the 1st of each month.