Using the multi-select function in the Admin Portal, you can easily select multiple employees at the same time and adjust their benefits (in this example, the meal allowance). This allows for an efficient and time - saving adjustment of budgets and daily values.
Step 1: Select the employees (multiple selection)
- Go to "Employees" in the left menu.
- At the top in the grey header, you’ll see a checkbox. Click it to "select all employees".
- A green menu bar will appear at the bottom. Choose Select all employees.
- Now you can either choose Add benefit or Edit benefit. Click "Edit benefit".
- In the next step, choose the benefit you want to edit. To change budgets and/or daily values, please select "Edit meal allowance".
Step 2: Edit daily values and budgets
You’ll be taken to the edit page. Here you can make adjustments directly in the list for each employee or use the "filling assistant" on the left to adjust all values at once.
Tip: If most employees should receive the same monthly balance and daily values, it might be helpful to first make all changes using the "filling assistant" and only enter exceptions manually in the list.
Step 3: Save the changes
- Click the "Continue" button in the bottom right.
- Confirm the adjustments by clicking "Save changes".
Step 4: Processing and overview
After saving the changes, the system will automatically start processing. Once this process is finished, an overview will be displayed.
In this overview, you will find:
- Successfully applied changes
- Changes that were not successfully applied, including reasons why they could not be processed
Step 5: Process completed - the new values are now active 🎉
If some changes were not applied successfully, click Try again. You can then check your entries and correct any errors. After adjusting, upload the updated data again to complete the changes.
Once all changes have been successfully applied, the process is complete. The new values will take effect immediately or from the month selected and will be visible to employees in the app.
If the adjustment was made during the current month, it applies retroactively from the 1st of the month — also for already submitted receipts. At the latest, when submitting a new receipt or generating the payroll file, receipts will be recalculated using the updated values.
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