In Employer budget > Overview, you can see how much employer contribution budget each employee has left for the current calendar year. If your organisation has multiple budgets, the remaining amount is shown for each budget.
Use this overview to identify employees who are not yet using their employer contribution budget, or are only using a small part of it. Highlight the options available in Epassi so they know what is available and can make better use of their budget.
Viewing an employee's budget
Search for an employee by name or use the filters to refine the overview. Select a row to view more information about the budgets allocated to that employee.
To view or process the data outside the Manager Portal, select Export.
Adjusting budgets
Want to add or deduct budget for an employee? Let us know. See Assigning budget to employees in the Manager Portal for how.
Viewing purchases
This page shows how much budget an employee has left. You can find the related purchases under Logbook > Transactions.
In the 'Action' column, filter by 'Benefit purchase' to view purchases made using the employer contribution budget.