How to create and set up a per-beneficiary limit on Gifts and Benefits?

This article is for Swile administrators of the Gifts and Benefits programme. A per-beneficiary limit sets a cap on the total amount of grants and custom offers an employee can receive over a given period. Here’s how to create and set it up.

How do I create a per-beneficiary limit on Gifts and Benefits?

To create a per-beneficiary limit for your custom offers and/or Gifts and Benefits grants:

1. Go to Gifts and Benefits then click on the Limits tab.
2. In the Per beneficiary sub-tab, click the New limit button.

Now set up your Gifts and Benefits limit 👇

How do I enter the general information for the per-beneficiary limit?

In the General information section, name each limit, then choose whether you want to:

• set the same amount for all beneficiaries;
• set different amounts based on a criterion (for example, a different limit depending on Family Quotient). See: How do I create and assign custom criteria to my employees for my grants?;
• import a CSV file with one line per beneficiary and the corresponding limit amount.

How do I set the limit amount per beneficiary?

In the Amount section, set the limit amount for grants and custom offers. This amount can be the same for all beneficiaries, adjusted by criterion, or set individually via a CSV import.

Which grants and custom offers should be linked to the per-beneficiary limit?

In the Grants section, select the grants and custom offers to which the limit will apply. A limit can cover invoice reimbursements, shop grants, mixed grants, and custom offers. The linked grants and custom offers can be expired, active or scheduled.

How do I set the period for the per-beneficiary limit?

In the Period section, enter the period that will apply to the limit for your Gifts and Benefits grants or custom offers. The start date can be retroactive (before today’s date) and the end date is optional. If there’s no end date, the dates of the custom offers and grants will apply.