Do I need to create beneficiaries to place a gift voucher order?

Beneficiary management is done directly during the ordering process, when you credit the gift vouchers.

🧐 How do I add a beneficiary when ordering gift vouchers? 

When ordering gift vouchers, you first choose the allocation and the amount. Next, you move on to the “Beneficiaries” step, where you can add and manage your beneficiaries.

You have three options for adding beneficiaries to your order:

• Option 1 - Select from your existing beneficiaries

  If you have invited your beneficiaries to join your Benefits area and they have accepted the invitation, you can use your list of employees to add beneficiaries to your order.

  You can select one or several beneficiaries.

  You can also add beneficiaries manually, in addition to your existing employees.

• Option 2 - 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.

• Option 3 - Add beneficiaries manually

  For each beneficiary, enter the following information: surname, first name, email.

✍️ Can I edit beneficiaries during the order process? 

When adding beneficiaries to your order, you can edit their information, regardless of how they were added (existing employees, .csv or .xlsx import, or manual entry).