The prorata option automatically adjusts the amount of an allocation for employees who are added mid-period (e.g., during the year).
It’s especially useful for new hires, so you don’t have to manually calculate amounts based on remaining time.
Prorata works only with recurring allocations (annual, monthly, etc.).
Example:
An annual allocation for all employees (or a specific tag)
An employee is added during the year
The system automatically calculates the amount based on the remaining time in the period
Prorata does not apply:
To one-time allocations
To allocations created for a single employee
Create a recurring allocation (e.g., yearly)
Define who receives it (with or without a tag)
Enable the prorata option
Make sure employees have the correct tag when they are added
Important:
You do not need to create a separate allocation for each new employee.
If the employee:
Has the correct tag
And is added after the start of the period
The prorated amount is automatically added to their account upon invitation.
Currently:
The prorated amount may not appear in advance in the transaction history
It will be visible once the allocation is generated/applied
If you don’t see anything in:
“pending allocations”
or transaction history
This is normal until the allocation is triggered.
