If an employee leaves your company, we recommend removing them from your list of beneficiaries.
đ©âđ» How do I remove an employee from your meal voucher beneficiaries?
- Find the beneficiary in the Employees menu
- Click on the relevant employee's row
- In the meal vouchers tab, click on Remove from this programme
- Choose whether the beneficiary can continue to use their balance, or if it should be returned to the company. Hereâs a detailed explanation đ
If you choose this option, the person will no longer appear in your list of beneficiaries for future orders, but they will keep their current balance until itâs used up.
đ© Note: If your employee uses their work email address as their Swile account login and you deactivate them, they wonât be able to log in anymore. Please ask them to update it now! Hereâs how: Change my phone number or email address
With this option, youâll request a refund of your employeeâs balance to your company account.
A small window will appear where you can enter your companyâs IBAN and BIC to ensure the refund is received correctly.
The refund will be processed within 8 working days to the bank details you provided. You can then find the corresponding credit note in your admin area (under My refunds). This will show the amount refunded to you.
đ§ How do I find removed beneficiaries?
As an administrator, you can view beneficiaries who have been removed in the last 90 days via the Employees page. Hereâs how:
- Go to the Employees page.
- In the Status filter, select the Recently removed option.
- đ The list will show removed beneficiaries, with details of the relevant programmes.
- đ€ By clicking on a profile, youâll access the programme details. For meal vouchers, you can view the order history and reinstate the beneficiary.
- â ïž Only the meal voucher programme allows reinstatement via the interface.
- âł After 90 days, the profile is no longer accessible.
đ Important
You canât transfer the balance from a former beneficiary to a new employeeâs account.You must always delete the old one and create a new account for each new employee.
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