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Help/gocorp-existing-users-admin/Employee Limit & Rules/
How can I create a limit for an employee/group of employees?
How can I create a limit for an employee/group of employees?
You create a limit by going to the "Limit & rules" menu on the sidebar. Click the "Limit" tab and follow these simple steps: 1. Click "Create new limit" 2. Name the Limit based on your company's needs (e.g., Management Policy, Sales/Marketing Policy, Business Trip Policy) 3. Set the validity period of the limit (optional) 4. Set the guardrails for the limit Please note that: - Limits are independent of Groups so that Group members can be part of different limits - Individual spending limit reflects the amount EACH member of the limit has, not a total amount. 5. Add employees to the limit by selecting them from the employee list 6. Click "Create limit" to save the limit that has been created previously ![How can I create a limit for an employee/group of employees screenshot-1](/images/help-center/how-can-i-create-a-limit-for-an-employeegroup-of-employees/screenshot-1.png) Limit setting can be done based on: - Total spending - Total number of trips You can set usage limit time based on: - Daily: the limit balance will be updated every day - Weekly: the limit balance will be updated every Monday - Monthly: the limit balance will be updated on the 1st day of every month - As long as the limit is valid: the limit will only be available during the validity period set.

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