Budget Employee Categories Workspace

Use this workspace to list budget employee categories that are associated with a budget template.

The Budget Template Header tab contains main budget templates, and the Budget Employee Categories sub-tab contains a line for each budget employee category. This workspace provides the Fetch Categories action for importing/copying regular employee categories into the budget and thus automatically creating budget employee categories. You do not use this workspace on its own; it is meant as a building block in other bigger workspaces.

The Finance Budget module enables you to budget on employees who are already in Maconomy. Companies might also expect to hire more employees during the fiscal year that the budget covers. Using budget employee categories enables you to specify some default employee data to be used when budgeting on future possible employees. When you do this, Maconomy copies all data-percentages, rates, and so on-from the budget employee category to the potential employee. Maconomy also uses the values on those budget employee categories as the default values on actual employees.

A Budget Employee Category specifies some default employee data to be used when budgeting on potential employees. Maconomy also uses the values on those budget employee categories as the default values on actual employees.