In the meal voucher programme, you can transfer a user from one company to another if you are the administrator of both entities involved. Here's how to proceed:
- Go to the Meal Vouchers > My Beneficiaries section
- Select the relevant beneficiary
- Click on the two arrows at the end of the line
- Choose the destination company as well as the attachment and billing point by clicking on the arrows
- Confirm
A confirmation message will appear: "The beneficiary has been successfully moved to the new company" 🚀
Not an admin for both entities?
If you are not the administrator for both entities, you will not be able to perform this action. In this case, the administrator of the beneficiary's new entity must contact us, providing the following information about the relevant beneficiary: their first and last name, date of birth, and the email address linked to their account.
💡 Good to know
If you are integrating a beneficiary who already had a Swile card in their previous company, check out the following page: I'm integrating an employee who already has a Swile card
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