For admins: How to automatically assign budgets to employees

👉 Note: Automatic budget assignment is available on the Standard and Pro billing plans and currently requires activation on request. For more information, please contact Velory Support at support@velory.com 
 

Automatic budget assignment allows administrators to automatically assign budgets to new users created in Velory via a Directory Sync or HRIS integration, or imported through CSV. This reduces manual work and ensures that the right users are assigned the correct budget from the start.

➡️Users created manually in Velory are not included in automatic assignment and must always be assigned a budget manually. 
 

🧭 In this guide:

• Configure budget assignment
• Create budget mapping rules
• What happens when a new user is created
• Good to know

Configure budget assignment

1. Go to Settings → Budgets & attestation.
    
2. Click on Add configuration.
    

On the configuration page, you can choose between three options:

1. Manual assignment of budgets (default)
   All users must be assigned a budget manually after they have been added to Velory.
   👉 Read more about how to assign a budget manually.
   
    

2. Automatically assign the same budget to all new users
   Useful if your company only uses one budget for everyone. Simply select the budget from the dropdown list, and it will automatically be assigned to all new users.

3. Automatically assign a budget based on user attributes
   Define rules to automatically assign different budgets depending on specific attributes (see section Create budget mapping rules).
   
    

Create budget mapping rules

1. Select attribute 

 👉 If you have specific attribute that you like to be available, please send your request to suppor@velory.com 
 

2. Add rules – Match attribute values to budgets. For example:
    

• Job Title = Developer → Budget A
   
• Job Title = Account Executive → Budget B
   
• You can add multiple attribute values per rule (e.g., several job titles pointing to the same budget).
   
• Each rule can only contain one budget. If different job titles should lead to different budgets, create multiple rules.
   

3. Set a default budget – This budget will be assigned if no rules match.
    
4. Save your configuration.

What happens when a new user is created

• When a new user is synced from AD/HRIS to Velory, or imported through CSV the rules are checked and the selected attribute for budget assignment.
  
  👉 If a budget is specified directly in the CSV file for the user, that budget will take priority and override any attribute-based rules.
   
• If a match is found → the user is assigned the corresponding budget.
   
• If no match is found → the default budget is assigned
   

Good to know

• Budget assignment happens only at the time of user creation – if an attribute changes later, the budget will not be updated automatically. 

👉 If you need to update multiple users’ budgets at once, we recommend using the CSV export and import function. Read more here. 

• Typos or incorrect attribute values will result in no budget being matched and the default budget will be assigned. 
   
• If a budget used in a mapping rule is deleted, that rule becomes invalid and the default budget will be assigned. Always check your assignment rules before removing a budget.