When employees are onboarded via an integration, budgets can be auto assigned in two different ways:
Assign the same budget to all employees
This option is the most straightforward setup, and works perfectly if all employees need to receive the same budget. You can request this feature to be enabled, after setting up an integration, by contacting your Customer Success Manager or admin-support@alleo.nl.
Assign a specific budget amount per employee
This is a more advanced option, requiring you to add a custom field in your HRIS or Payroll platform. Follow the instructions in this article to set this up.
Setting up a custom budget field
In your HRIS/Payroll platform, add a custom field on an employee level
Field name: alleo_monthly_all_budget
This field name will differ depending on the type of budget you would like to assign, see the table below
The field type needs to be numerical
Update the field for all employees that need to receive a budget
Allow the Alleo integration to access the newly created field.
The naming of the budget field depends on the budget type and budget category, please see the examples below:
Field name | Budget type | Budget category |
alleo_monthly_all_budget | Monthly | All |
alleo_oneoff_all_budget | One-off | All |
alleo_monthly_health_budget | Monthly | Health |
alleo_oneoff_health_budget | One-off | Health |
Budget assignment logic
Once a budget field is populated with an amount, the amount will be picked up by Alleo the next time the Alleo integration synchronises with your platform (twice per day, 04:00 CET and 20:00 CET). Depending on the budget situation of the employee and the type of budget (monthly vs. one-off), the outcome differs. Here is an overview of the different scenarios and outcomes:
Monthly budgets
If the employee does not have a monthly budget assigned yet in the same budget category, the new budget is assigned and started immediately.
If the employee already has a monthly budget assigned in the same budget category but the amount dictated by the integration is different, the existing monthly budget will be cancelled per the end of the current month. The new monthly budget will be assigned per the first of the next month.
If you wish to remove an assigned budget altogether for an employee, set the monthly budget field to 0. This will result in an active monthly budget being terminated per the end of the current month.
One-off budgets
One-off budgets can only be granted via the integration, they cannot be removed or changed via the integration.
You can only assign 1 single one-off budget using the field in the integration, it is not possible to assign multiple budgets via this mechanism.
Please refer to the Alleo Portal to see which budget has been assigned per employee and contact admin-support@alleo.nl if you wish to remove a one-off budget.