Help/
gocorp-existing-users-admin/
Employee Limit & Rules/
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
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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.