As an employer, you can adjust an employee's mobility budget by transferring them to another active Mobility Budget plan.
In RewardFlex, this adjustment is made via a plan change, called Switch Plan in the interface. It allows you to assign the employee a new budget corresponding to their situation, without having to unregister and then re-register them.
This feature can notably be used when an employee:
changes role or seniority level;
is promoted and their TCO (Total Cost of Ownership) changes;
is assigned another vehicle or a different monthly budget;
needs to be transferred to another plan following a reorganisation.
In these situations, you can simply transfer them to the appropriate budget, without having to restart the entire registration process.
ℹ️ Important: for a Cafeteria Plan, the adjustment does not yet take place via a plan change. You must adjust the Cafeteria Plan directly. See this article for more information.
🔀 How to change a Mobility Budget plan?
1️⃣ Go to the relevant employee's profile from the Budget or Employees tab. In the row corresponding to the Mobility Budget, click on Switch Plan.
2️⃣ Select the new plan. A list of the available Mobility Budget plans is displayed. Only active plans are offered.
3️⃣ A summary screen displays:
the employee's name;
the name of the current plan and its monthly budget;
the name of the new plan and its monthly budget;
the recalculated variable component, where applicable;
the effective date of the change.
ℹ️ The effective date is always set to the first day of the following calendar month. It is automatically defined by RewardFlex and cannot be modified.
4️⃣ Confirm the change. After your confirmation, RewardFlex:
records the plan change with an effective date on the first day of the following month
regenerates the employee's policies so that they correspond to the new plan
sends a notification email to the employee.