What are Sunlight budgets for?
Adding budget to your group helps you keep a better track of your employees' L&D expenses. When adding the budget, you will be requested provide the details of the card you will want to use on Sunlight, so that you may be charged at the end of each completed transaction where the group's budget has been used.
How do I add budgets?
To add budget to your group, all you have to do is go to your group's profile, and access the "Billing" section under the "Settings" tab.
1. Make sure you've got a payment method set up
You'll need to have a payment method set up before allocating any budgets. If you haven't done this yet, you can do so by going into your group settings > Billing > Payment Methods.
2. Go to your group or team's member's tab
Once you have a registered payment method, go to your group profile and click on the members tab. You should see a list of all of your group or team's members.
3. Click on a member's row and then click on budget
Simply click on the row of the person's budget you'd like to add or edit. This should display the members settings. Click on budget to display its budget settings.
4. Set your desired budget for the person
You'll see an input that says 'Current budget'. Simply write down how much you'd like that person to have and then click on save. That's it!