Do I need to create beneficiaries to place an order for gift vouchers or culture vouchers?

Managing beneficiaries is done directly during the ordering process, when you credit gift vouchers or culture vouchers.

How do I add beneficiaries to my gift voucher order?

When ordering gift vouchers or culture vouchers, first choose the allocation and the amount.

Next, go to the Beneficiaries step to add and manage the beneficiaries for your order.

There are two options for adding beneficiaries to your gift voucher / culture voucher order.

1. Option 1: Select existing employees or add beneficiaries manually

   If you create an employee on the Employees page, you can then find them in the existing list for your gift voucher or culture voucher campaign, provided you have invited them to join your Benefits area and they have accepted the invitation.

   If the employee has not yet accepted their invitation, they will not appear in the existing list. However, you can still add the beneficiary manually by entering their Last Name, First Name and Email.

2. Option 2: Import a CSV or XLSX file

1. Download the import template, then fill in the Last Name, First Name and Email columns. Then upload the completed file.

   If there is an error, such as a typo or an unsupported character, you can correct the information directly in the interface.

How do I edit the beneficiaries of my gift voucher or culture voucher order?

You can edit beneficiary information during the order, regardless of how they were added: existing employees, file import (CSV or XLSX), or manual entry.

What is the Employees page for when ordering gift vouchers or culture vouchers?

The Employees page is used to manage your company’s employees and the products they are linked to.

When an employee is created in Employees, they can then be selected from the existing list for a gift voucher or culture voucher campaign after accepting the invitation to join your Benefits area. If the invitation hasn’t been accepted, you can still add the beneficiary manually during the order using the Add manually option.