Is it possible to set budget for individual employees?
Yes, admins can set budgets for individual employees. Here’s how:
- Go to Budgets on the left sidebar.
- Click + New Budget in the top right corner.
- Select User Budget.
- Select the User from the dropdown.
- Select the Fiscal Year, Budget Period, Budget Type, and enter the Budget Amount.
- Click Save.
You can also set budgets for individual employees from the Employee Details page. Here’s how:
- Go to People on the left sidebar and select Employees.
- Select the respective employee and go to the Budgets tab.
- Click + New Budget.
- Select the Fiscal Year, Budget Period, Budget Type, and enter the Budget Amount.
- Click Save.