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Best practices for L&D budget process

  • Okt. 16, 2025 9:10 AM UTC
  • 3 Antworten
  • 16 Aufrufe
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brittbosma
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Dear community,

At the company I work for, employees are eligible for a Learning & Development budget of €1,000 per year. This budget can be used for anything related to professional development, and we’ve set up an approval process through HR. We use Monday.com to keep track of requests.

Currently, the administration (HR + Finance) is still managed in a spreadsheet.

Does anyone here have a similar process and a more efficient workflow or process setup that works well for them?

Thanks in advance for your input!

Best,
Britt

    3 Antworten

    Mohamed A
    Community Moderator Alumni
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    • Mohamed ACommunity Moderator Alumni
    • Community Moderator Alumni
    • Okt. 16, 2025 11:26 AM UTC

    Hi ​@brittbosma !

    Just tagging a few folks to see if they can help with this:

    ​@SalC ​@HRJoy ​@andra.enache ​@jwilliams79 ​@LegoMD ​@SabbuSchreiber ​@fmason ​@xyz ​@Edda van der Ende ​@Magda Dziekan ​@Carly Murphy 

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    SabbuSchreiber
    Community Superstar
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    • SabbuSchreiberCommunity Superstar
    • Community Superstar
    • Okt. 16, 2025 12:32 PM UTC

    I unfortunately can’t help here as we are just now setting up a development strategy 🙃

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    HR Consultant bei Edl Consulting AG | Personio Implementierung & Optimierung sind meine Schwerpunkte | LinkedIn: https://www.linkedin.com/in/sabbu-schreiber/
      SalC
      Busy Bee
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      • SalCBusy Bee
      • Busy Bee
      • Okt. 16, 2025 3:07 PM UTC

      ​@brittbosma - we’re still old fashioned here at Arctoris.  If Line Managers approve, I check my budget, approve or not and then Finance just allocate it to my P&L centrally.  We use an API link between our T&Eapprovals email address and Slack and I believe it is then automated in Xero.   LMs are supposed to log training in our LMS - which (luckily) isn’t managed by me!  I hope that makes sense.  Thanks, Sally

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        Nutzungsbedingungen für die Personio Voyager CommunityAccessibility statement