This article is for Swile administrators of the Gifts and Benefits programme. Once you’ve created a cap per recipient, you can manage it at any time. This article explains how to:
- manually adjust the balance of a recipient’s Gifts and Benefits cap;
- edit a cap (name, dates, amount, criteria);
- delete a cap;
- view usage details of the cap for each recipient;
- record usage outside Swile that affects the cap.
Expand the procedure you need below.
As a Swile administrator, you can adjust a recipient’s Gifts and Benefits cap balance at any time, either individually or in bulk. Manually adjusting the Social and Cultural Activities (ASC) cap is especially useful for including ASC benefits a colleague has used outside Swile.
- Step 1: Go to the Gifts and Benefits menu > Caps tab.
- Step 2: Click on the relevant cap.
- Step 3: In the By recipient sub-tab, search for the recipient.
- Step 4: At the end of the recipient’s row, click the three dots > Edit cap.
- Step 5: Enter the new cap to apply and save.
You can edit all fields of a cap per recipient (name, start date, end date, amount, criteria), with immediate effect.
- Step 1: Go to the Gifts and Benefits menu > Caps tab.
- Step 2: In the By recipient sub-tab, click on the relevant cap.
- Step 3: Click Edit.
- Step 4: You’ll see the different options for your cap—edit them as needed.
To delete a cap per recipient:
- Go to the Gifts and Benefits menu, Caps tab, By recipient sub-tab.
- On the row of the relevant cap, click the bin to delete the cap.
Deleting a Gifts and Benefits cap per recipient is permanent: the cap is treated as if it never existed, no usage history per recipient is kept, and the relevant grants and personalised offers can be linked to another cap.
- Step 1: Go to the Gifts and Benefits menu, Caps tab, By recipient sub-tab.
- Step 2: Click on the relevant cap.
- Step 3: On the row of the relevant recipient, click the three dots at the end of the row, then View details.
- Step 4: You can then see the amount allocated, used, and remaining.
- Step 1: Go to the Gifts and Benefits menu, Caps tab, By recipient sub-tab.
- Step 2: Click on the relevant cap.
- Step 3: On the row of the relevant recipient, click the three dots at the end of the row, then Add an operation.
- Step 4: Enter the operation done outside Swile with the following details: date, description, type (used or credited), and amount.
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