Automate your budget distribution workflows and rules on Empuls for a smooth award-giving experience.
Create a new automated budget
Step 1: Go to Admin Dashboard by clicking on Report and Settings as shown below.
Step 2: Navigate to Manage Budgets and click on Create New Automated Budget.
Step 3: Click Let’s Begin to create your budget.
Step 4: Enter the budget name and description and link the awards for which this budget will be used.
Step 5: Select the Point(s) to be distributed. You need to select the allocation type which can be
Fixed: Here, the recipients get a fixed sum of reward points for rewarding.
Prorated: If you select this option, you must add a Proration Rule using the drop-down menu.
Admins can prorate budgets by:
Number of employees in a department
Number of employees in a business unit
Number of employees in a cost center
Number of employees mapped to an HR representative
Number of direct reports
Number of direct and indirect reports
And add the points you wish to be distributed per run.
Note: check the box if you want to recover unused points.
Step 6: Define whom you wish to share the budget with by clicking the pen icon and selecting the recipients. You can also use advanced filters to simplify this for you or paste the recipients manually.
Step 7: Define the cadence of distribution.
Select a start date using the calendar icon inside the box.
Select the repeat cycle by using the drop-down menu.
Select the number of times the distribution happens. Add the numeric value in the box.
Step 8: Review the settings.
Step 9: Click Confirm and Create to successfully automate a budget.
Viewing budget history
Navigate to Reports & Admin > Manage Budgets.
Locate the list of Automated Budgets.
Click on any budget to expand it.
Review the Budget Details section to view the associated budget history.
Expanding a budget displays its configuration and historical activity in one place.
Duplicating a budget
If you want to reuse an existing configuration, you can duplicate the budget.
Navigate to Reports & Admin > Manage Budgets.
Click the desired budget to open Budget Details.
Scroll to the bottom of the page.
Click Make a Copy.
This creates a duplicate of the selected Automated Budget, allowing you to modify and reuse it as needed.
FAQs
What is Reward Budget Automation in Empuls?
What is Reward Budget Automation in Empuls?
It’s a feature that automates budget allocation for awards using predefined rules and schedules—making the reward distribution process seamless and consistent.
How do I create a new automated budget?
How do I create a new automated budget?
Go to Manage Budgets on Admin Dashboard and click Create New Automated Budget. Add a name, description, and link it to the relevant awards. Choose the allocation type—Fixed (same points for all) or Prorated (set a rule and total points per run). You can also choose to recover unused points. Select recipients using filters or paste them manually. Set the start date, repeat cycle, and number of runs. Review the setup and click Confirm and Create.
Who can receive automated budgets?
Who can receive automated budgets?
You can assign automated budgets to individual users, teams, or departments. Empuls provides options to select recipients manually or use advanced filters for easier targeting based on attributes like designation, location, or function etc.
How often can budgets be distributed?
How often can budgets be distributed?
Budgets can be distributed on a recurring schedule that suits your recognition program. You can choose a start date, set the repeat frequency (such as weekly, monthly, or quarterly), and specify how often the distribution should occur.
Application URL : https://{{tenant_url}}/home/automation/budget-automation