If you are an administrator, you must create the accounts of your beneficiaries and credit them. However, when it comes to cards :
- By default, your employees personalise and order their own cards. In this case, you will only need to create their accounts and credit them, but you will not need to order any cards. See our dedicated article: Create a beneficiary and delegate card ordering to them
- However, if, when setting up your administrator account with your account manager, you chose to order cards, you will need to create and credit the accounts and order the cards. In this case, please continue reading below 😎
👩💻 Create your beneficiaries' accounts, credit them and order cards from them
- Log in to your administrator account > Meal Vouchers menu
- Select New order
You can then choose to proceed manually via the platform, or by import via a csv file.
👉 Platform
- Click on the Add a beneficiary button
- Fill in the information requested about your beneficiary
- Delivery: You can choose to have the card delivered to your beneficiary's home by selecting home.
- Email address and personnel number: Make sure that the email address and/or personnel number of the new employee do not match those already in the account of one of your employees.
- Number of meal vouchers: you can indicate how many meal vouchers to top up on your beneficiaries' accounts, but this is not compulsory from your first order.
👉 CSV file
- Click on ‘Import via file’.
- Follow the steps requested. Please see our dedicated article: How do I place an order using an Excel file?
Once the beneficiary has been entered :
- A card will appear on the line of beneficiaries you have just added to inform you that the card has been ordered.
- Continue, and choose the date on which you would like your meal vouchers to be credited to your beneficiaries' accounts.
- Choose the day on which your beneficiaries will receive the communication indicating that Swile has been set up. This email will include an activation link so that they can activate their account and card when they receive it.
- Choose your payment method (the first order must be made by bank transfer) and check your delivery and billing address.
- Accept the terms and conditions and confirm!
📆 Reload existing accounts every month
Once you have created all your employees' accounts, you will have the option of reloading them every month, quarter or half-year if you wish. See: How do I top up my employees' accounts?
💳 Order cards only
If you don't want to top up the accounts when you order, you can only order cards when you create the accounts. See: Ordering cards without topping up meal voucher accounts.