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.