How do I create beneficiaries in the meal voucher programme?

On the meal voucher programme, you can add your beneficiaries one by one (manually) or in bulk (using a CSV file). This article explains how to do both.

✍️ Add beneficiaries individually (one by one, manually)
  • Go to your admin area > Meal Vouchers menu
  • In the Beneficiaries tab, click Add > Add a beneficiary
  • Fill in the required information about your beneficiary

    💡 Email address and employee number: Make sure the email address and/or employee number of the new employee does not match those already assigned to another employee on your account

  • Click Add at the bottom right

    ⚠️ The beneficiary will be added to your employee list, but they will not receive an invitation email to activate their account. If you want to send them an invitation email so they can order their card via their account, see: How do I send invitation emails to my employees?

📂 Add beneficiaries in bulk (file import)
  • Go to your admin area > Meal Vouchers menu
  • In the Beneficiaries tab, click Add > Bulk import
  • A new page will appear. Tick the options relevant to your company. You can continue without selecting any options and click directly on Generate import file.
  • When you click Generate import file, a file will be downloaded to your computer (usually in your downloads):

    • Open this file on your computer.
    • Fill in the columns.

      💡 The attachment point lets you specify the office your beneficiary is attached to. If there is only one office, enter the number 1.

  • Save your file on your computer and return to your Swile admin area. You can import your file directly.
  • Once your file is imported, you can review a summary. Click Continue.
  • Choose the invitation date for your beneficiaries and click Continue.

You can find your beneficiaries being created in Meal Vouchers > Beneficiaries > Beneficiaries being created.

👉 How do I trigger card orders?

By default, your beneficiaries can order their own card (virtual and/or physical) from their Swile account. They can do this as soon as they activate their account. For example: If you choose to send invitations on 4 June, your beneficiaries will receive their invitation on that date and will then be able to activate their account and order their card.

👉 How do I credit beneficiaries with meal vouchers?

Now that you’ve added your beneficiaries, you can top up their account with meal vouchers. To find out more, see: Top up my employees’ accounts with meal vouchers

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