How to Place an Order for Holiday Benefits

This article is for administrators of the Gifts and Benefits area. It explains how to place an order for Holiday Benefits, whether your recipients all receive the same amount (single amount) or different amounts (multi-amounts).

What are the conditions for crediting Holiday Benefits?

Unlike other benefits, there is no URSSAF exemption limit for Holiday Benefits.

As an administrator, you can cover Holiday Benefits in two ways:

• Full coverage: you fund the entire Holiday Benefits allocation.
• Recipient contribution: you set up a financial contribution from your recipients. This is not managed in your admin area, but internally within your organisation.

How do I place a Holiday Benefits order?

As an administrator of the Gifts and Benefits area, ordering Holiday Benefits follows the same steps, whether you allocate the same amount to all your recipients (single amount) or different amounts (multi-amounts). Only two steps differ depending on the chosen mode: selecting the amount (step 2) and adding recipients (step 3).

• Single amount: all recipients receive the same Holiday Benefits allocation.
• Multi-amounts: you allocate different amounts within the same Holiday Benefits order.

The multi-amount mode is useful whenever the allocation varies according to a criterion: number of dependent children, family quotient or income bracket, length of service, status (manager / non-manager, full-time / part-time), or any other criterion defined in your internal CSE regulations.

1. Step 1: From your Gifts and Benefits admin area, click on Campaigns, then New campaign. Next, click on Order in the Holidays section.

   

2. Step 2: Choose the amount mode for your Holiday Benefits order, then enter a reload date:

   • Single amount: enter the unit amount; this will be applied to all recipients in the order.
   • Multi-amounts: switch to multi-amount mode using the dedicated button; you will enter an amount for each recipient in the next step.

   If you choose today's date, opt for an instant transfer to ensure the funds arrive on time: a standard transfer takes 1 to 3 working days.

   

3. Step 3: Add your Holiday Benefits recipients. The available methods depend on the chosen mode.

   For single amount, three methods are available:

   • Select existing recipients: choose from employees who have accepted your invitation to join the Benefits area; you can select one or more and add others manually.
   • Import a .csv or .xlsx file: download the template, fill in the columns (surname, first name, email), then import it. Errors (typos, unsupported characters) can be corrected directly in the interface.
   • Add recipients manually: enter the surname, first name and email for each one.

   

   For multi-amounts, two methods are available:

   • Import a CSV or XLSX file (recommended for large volumes): download the template, which contains 4 mandatory columns (first name, surname, email and amount). Amounts with decimals are accepted (comma or dot as separator). Errors can be corrected directly in the interface.
   • Enter recipients manually: add them one by one, entering first name, surname, email and the associated amount.

   

   ⚠️ Editing a recipient

   You can edit or remove recipients as long as the Holiday Benefits order has not been confirmed. Editing a recipient's details during the order does not update their profile in the Employees tab of your admin area.

4. Step 4: Set up the Holiday Benefits activation email sent to your recipients: choose a pre-written message or write your own, add your organisation's logo (510 x 510 px, max 2 MB), preview it, then select the send date (emails sent between 9am and 11am).

   

5. Step 5: Confirm and pay for your Holiday Benefits order: review the summary (recipients, amount), add a custom invoice reference (optional), then confirm. You can pay by bank transfer to the displayed account details or by bank card. Once payment is confirmed, your recipients will receive the activation email for their allocation. If paying by transfer, make sure to include the order reference in the payment description.

   

❔ Frequently asked questions about Holiday Benefits orders