As a Swile administrator, you can set up a mixed subsidy for your beneficiaries. A mixed subsidy combines a subsidy that can be used on the Swile Shop and a reimbursement on invoice. Setting it up involves two steps: topping up your fund, then configuring your subsidy rule.
How do I top up my Swile fund?
To finance your mixed Swile subsidy, you first need to top up your fund. You can do this step first if you already know your budget, or after you’ve set up your subsidy rule. Allow 48 working hours for the transfer to appear in your fund.
⚠️ Fund not topped up = subsidy unavailable
If your Swile fund isn’t topped up, your beneficiaries won’t be able to use the mixed subsidy. To top up your fund, log in to your Gifts and Benefits admin area, then follow the steps described in the article How do I top up my fund?
How do I set up my Swile mixed subsidy rule?
To set up a mixed subsidy rule in your Swile Gifts and Benefits admin area:
- Step 1: Go to your Gifts and Benefits admin area.
- Step 2: Click on the Subsidy tab, then on New subsidy.
- Step 3: Choose the Mixed subsidy type.
The Swile mixed subsidy creation form then takes place in four steps, detailed below.
Enter the general information for your Swile mixed subsidy:
- Give your subsidy a title. This title will be visible to your beneficiaries.
- If you’ve subscribed to the Gifts / CSE offer, specify whether this subsidy is for your employees and/or their dependants.
Choose how your beneficiaries can use their Swile mixed subsidy:
- By clicking on Swile Shop, you can add the categories and/or products from the shop you want to subsidise.
- By clicking on Reimbursement on invoice, you set the conditions shown to beneficiaries for getting reimbursed on invoice.
Once you’ve filled in both types, you can review the conditions entered, then click Next.
Enter the amount in euros that each beneficiary can spend on the Swile Shop and/or get reimbursed with a receipt.
You can see the maximum estimated budget live in the box on the right. This is the maximum, reached if 100% of beneficiaries use 100% of their subsidy.
Set the dates and frequency for your Swile mixed subsidy:
- Decide whether the rule renews on the 1st of each month or is valid just once for the defined period. Any unused amount by the beneficiary does not carry over to the next month.
- Set a start date (inclusive) and an end date (inclusive) for the subsidy.
📌 Cancelling or editing a mixed subsidy rule
To cancel a mixed subsidy rule on the Swile Shop, click on the relevant rule, then on Archive. To edit, duplicate or reactivate a subsidy, see the article How do I edit, duplicate or reactivate a subsidy?
📽️ Step-by-step video guide
The video below shows the detailed step-by-step process for creating a mixed subsidy in your Swile Gifts and Benefits admin area.
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