👨‍💻 How do I create a mixed grant?
To set up a mixed grant, there are two things you’ll need to do as an administrator:
1. Top up your fund
You can start with this step if you already know your budget, or do it after setting up your grant rule. Allow 48 working hours for the transfer to reach your fund. 💡 Please note, if your fund isn’t topped up, your recipients won’t be able to benefit from the grant. For more information, see: How do I top up my fund?
2. Set up a mixed grant rule for your recipients
To set up the mixed grant:
- Go to your Gifts and Benefits admin area
- Click on the Grant tab, then New grant
- Select the Mixed grant type
Give your grant a title. This will be visible to your recipients đź“Ł
If you’ve subscribed to the Gifts / Works Council offer, choose whether your employees and/or their dependants should benefit from this grant.
Choose how your recipients will be able to use their grant.
- By clicking on "Swile Shop", you can add the categories and/or products from the shop you want to subsidise.
- By clicking on "Invoice reimbursement", you can set the conditions shown to recipients so they can claim reimbursement on invoices.
Once you’ve filled in both types, you’ll be able to see the conditions you’ve set and click Next.
Enter the amount in euros that each recipient can spend in the shop and/or claim back with a receipt.
🔍 You can see the maximum estimated budget live in the box on the right. This is the maximum if 100% of recipients use 100% of their grants.
Decide whether the rule renews on the 1st of every month or is only valid once during the set period. đź’ˇ Unused amounts do not roll over from one month to the next.
Set a start date (inclusive) and an end date (inclusive) for the grant
đź“Ś Cancelling or editing a rule
To cancel a grant rule in the shop, simply click on the rule and then click “Archive”. For more information, see: How do I edit, duplicate or reactivate a grant?
Comments
0 comments