How to process your employees’ requests for personalised offers?

Payment for a personalised offer depends on how your CSE operates. Payments are made directly internally, to the CSE: depending on your organisation, your beneficiaries pay you by bank transfer or cheque.

If you wish to offer payment by bank card, this is managed via Swile's card payment module, dedicated to personalised offers.

Yes. When a personalised offer includes several products and several prices, each beneficiary can make multiple requests within the same offer, up to the limit of tickets or items they are allowed.

Yes. Each beneficiary receives an email informing them of the status of their request for the personalised offer: approved or declined. They can also track the progress of their request from their profile, on the relevant personalised offer.

You can process requests for your Swile personalised offers in two ways.

From the Personalised Offers tab:

1. Step 1: Go to the Gifts and Benefits menu, then to the Personalised Offers tab.
2. Step 2: Click on the relevant personalised offer and scroll down to the Requests to process section.
3. Step 3: Process the requests one by one, or tick them to carry out bulk actions.

From the Colleagues menu:

In addition to the Personalised Offers tab, you can now track and process requests from the Colleagues menu. On a colleague's detail page, you can view all their requests for personalised offers and process them directly from this page, without going through the Personalised Offers tab.

You can also view the documents associated with each request at a glance, directly in the colleague's profile, without having to download them.

Yes. As an administrator, you receive a weekly email notification summarising the requests submitted by your beneficiaries for your personalised offers.

To export the requests for a personalised offer, go to the Personalised Offers tab and click on the relevant offer. Further down, in the Request History section, click the Export button on the right.