Allowances provide flexibility for employees to spend on benefits that work for them. Typically, companies will create allowances such as Wellbeing, Learning & Development, Work From Home, and more.

Before you can issue cards to your team you will need to complete the company set-up on the Happl platform. You can do so by heading to the settings and then clicking Company.

To assign a 'custom allowance' you must add users first, if you're creating a 'company-wide allowance' you do not need to add users beforehand. You can do this by connecting HRIS, or inviting them manually, check out our article on adding users here.

On the left navigation bar, head to ‘Allowances’ which is under Admin → Allowances (#8). From here you can edit existing allowances and create new ones but hitting 'create allowance' in the top right hand corner.

First choose who you'd like to assign your allowance to, you can choose from:

Everyone in the company who has access to Happl will be allocated company-wide allowances, apart from limited users.

Only employees you select will have access to these allowances. Perfect for manager budgets, location specific budgets and one-time allowances. Please note you will need to manually add new joiners to these allowances.

Here you can set out the details of your allowance, choosing who to assign it to as well as the name, amount and method.

For complete flexibility we have added multiple options for frequency of an allowance. These are, Per day, Per week, Per month, Per year, For all time, Per authorisation. Set your allowance amount, frequency and about section (a great way to suggest how people spend, and what it is for).

You can choose from both, by card, or by reimbursement. To learn more about paying reimbursements

We recommend adding some guidance to each allowance to give employees an idea of where it can and cant be used. You can also link to any internal documentation you have on the allowance by attaching a policy link.

To ensure employees are spending their allowances correctly, you can allow or block spend categories from various merchants. Simply tap if you wish to allow or block, and select the categories to suit.

We recommend blocking categories vs allowing them, merchants can often fall into categories which don't necessarily match what the employee is buying. We block the basics by default but you can always edit this after the allowance is set up.

If you'd like to keep your cards virtual you can tick disable physical cards this will prevent employees and managers from ordering physical cards. Please note physical cards will be available to order to admins regardless

On some occasions employees may have reimbursement requests which are slightly higher than their available balance - if you'd like to allow managers and admins to approve these requests you can tick allow negative reimbursements.

If you'd like to allow your team to save up their allowance you can tick allow rollover, you'll then be able to select the maximum amount that the employees can rollover,