The Budgets feature allows you to assign monetary learning Budgets for your entire company, teams and individual learners.
You can find the Budget feature in the navigation menu, as shown below:
There are a couple of prerequisites for using this feature:
If you are not able to see the '£' icon in your system, please contact firstname.lastname@example.org to enable it for you.
Only an individual with the role of ‘Owner’ can set up overall company Budgets.
If you are looking to set up Budgets for specific teams, ensure you have created them first.
Click on the '£' icon and navigate to either 'My Requests' or 'Team Requests', to be taken to the landing page for Budgets.
To start from the beginning, you'll want to navigate into the 'Budgets' heading:
The above page will provide an overview of:
Total vs Assigned = Remaining Budget for the entire company
Total vs Assigned = Remaining Budget for individual teams
Which team/s you may be responsible for approving individual Budget requests for, highlighted by the 'i' icon next to the team's name.*
(* this is the Primary Manager of that team)
To update the Company Budget: click on the 'Update Budget' button on the row of your company's name.
You can add Budget and also remove assigned Budget, following the onscreen guidance available to you. When you're finished, click on Update Funds.
The overall Company Budget total will be updated once the page loads.
To update individual ‘Team Budget’: click on the 'Update Budget' button on the row of the respective team.
You can add Budget and also remove previously assigned Budget, following the onscreen guidance available to you. When you're finished, click on ‘Update Funds’.
The ‘Team Budget’ total will be updated on the page loads. You will be automatically redirected to that specific team's profile.
Now that you've set up learning Budgets for teams and your company, the Primary Managers of your teams can manage individual Budget for their team members.
If you'd like to learn more about how this works, please visit this article.