How to adjust, modify and delete a limit on Gifts and Benefits?

As a Swile administrator, you can adjust a beneficiary's Gifts and Benefits limit balance at any time, either individually or in bulk. Manually adjusting the balance of a Social and Cultural Activities (ASC) limit is especially useful for including ASC benefits that an employee has used outside of Swile.

1. Step 1: Go to the Gifts and Benefits menu > Limits tab.
2. Step 2: Click on the relevant limit.
3. Step 3: Search for the beneficiary.
4. Step 4: At the end of the beneficiary's row, click on the three dots > Edit limit.
5. Step 5: Enter the new limit to apply and save.

In Gifts and Benefits, you can edit all fields of a limit (name, start date, end date, amount, criteria), with immediate effect.

1. Step 1: Go to the Gifts and Benefits menu > Limits tab.
2. Step 2: Click on the relevant limit.
3. Step 3: Click on Edit.
4. Step 4: You'll find the different options for your limit and can edit them as needed.

To delete a limit in Gifts and Benefits:

1. Go to the Gifts and Benefits menu > Limits tab.
2. On the row of the relevant limit, click on the bin icon to delete the limit.

Deleting a Gifts and Benefits limit is permanent: the limit is treated as if it never existed, no usage history is kept for beneficiaries, and the relevant grants and personalised offers can be linked to another limit.

1. Step 1: Go to the Gifts and Benefits menu > Limits tab.
2. Step 2: Click on the relevant limit.
3. Step 3: On the row of the relevant beneficiary, click on the three dots at the end of the row, then click View details.
4. Step 4: You can then see the amount allocated, used, and remaining.

1. Step 1: Go to the Gifts and Benefits menu > Limits tab.
2. Step 2: Click on the relevant limit.
3. Step 3: On the row of the relevant beneficiary, click on the three dots at the end of the row, then click Add transaction.
4. Step 4: Enter the transaction made outside Swile with the following details: date, description, type (used or credited), and amount.