Beneficiary management is done directly during the ordering process, when you credit the Holiday Benefits.
đ§ How do I add a beneficiary during the Holiday Benefits ordering process?
When ordering Holiday Benefits, you first choose the allocation and the amount. Next, youâll reach the âBeneficiariesâ step, where you can add and manage your beneficiaries.
You have three options for adding beneficiaries to your order:
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Option 1 â Select from your existing beneficiaries
If youâve invited your beneficiaries to join your Benefits area and theyâve accepted the invitation, you can use your list of colleagues to add beneficiaries to your order.
You can select one or several beneficiaries.
You can also add beneficiaries manually, in addition to your existing colleagues.
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Option 2 â Import beneficiaries using a .csv or .xlsx file
You can import beneficiaries to your order using a .csv or .xlsx file. Download the import template and fill it in with the following columns: surname, first name, email.
Then upload your completed file. If your file contains any errors (typos, unsupported characters), you can correct them directly from the beneficiary management interface.
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Option 3 â Add beneficiaries manually
For each beneficiary, enter the following information: surname, first name, email.
âïž Can I edit beneficiaries during the order?
When adding a beneficiary to your order, you can edit their information, regardless of how they were added (existing colleagues, .csv or .xlsx import, or manual entry).
âImportant
Editing a beneficiaryâs information during the order will not update the colleagueâs details, which you can manage from the Colleague tab in your admin area.
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