How to create a beneficiary on the Gifts and Benefits programme?

👉 If you have a few beneficiaries to create and want to add them one by one: 

1. Click on + Add at the top right, then on Add a beneficiary
2. Enter the information (if the employee already has a Swile account via mobility or meal vouchers, for example, you will need to enter exactly the same data)
3. Click on Create to confirm

👉 If you have a large number of beneficiaries to create: 

1. Click on + Add at the top right, then on Bulk Import
2. Then select the relevant company to associate the beneficiaries
3. Choose an invitation date so your beneficiaries can activate their account if necessary
4. Click on Continue then on Download the template
5. Enter your beneficiaries' information in the CSV file:
   1. Role: Indicate "Administrator" or "User"
   2. Date of birth: in the format DD/MM/YYYY
6. Once the CSV file is completed and saved, import it so your beneficiaries are immediately created on the platform

1. Go to your admin area  

2. Click on + and Order

3. Select the event "Other" for creating a beneficiary and card without loading 

4. You will have the option to customise the CSV file according to your needs:

• Employee ID: Tick if you need to enter an employee's ID
• Billing centre code: If your company has multiple billing points (an office in Paris and one in Montpellier, for example). Enter the code associated with this billing point in your CSV file. If the displayed address is incorrect, please contact your account manager or customer service for modification.
• Employee without email: If your company wants to create employees who do not have email addresses. Invitations will therefore be sent by post, to the office or home (make sure to enter the delivery address for these beneficiaries).
• Delivery point code: This column should be filled in only if you are in charge of ordering cards for your employees. Depending on your account settings, your employees must order their own card on their Swile account - contact our services if in doubt. In this case, it is unnecessary to fill in this column. For card delivery to the office or home (for office delivery, enter the delivery point code, for home delivery, enter D [for home] then fill in your beneficiary's address). If the displayed address is incorrect, please contact your account manager or customer service for modification.
• Paper Flyer: Do not tick this option when you are only creating beneficiaries
   

5. Click on Download my file

6. Fill in and enter your beneficiary's information as well as the information related to the fields selected in step 4 (do not fill in the allocation column, you will do this when you place your loading order)

7. Save and drag the file to the designated area
 

 8. Customise your order:

• Indicate the invitation send date: The email will only be sent to new beneficiaries. If your beneficiary has an active account via meal vouchers, for example, they will not receive an invitation email. If your employee does not have a card and your settings make them autonomous in ordering their card on their own account, they will be able to order it from the set invitation date. 
• Indicate a loading date: This is the date on which the cards will be created. 

• Customise the email for sending your allocation. Check our help page if needed: Customising emails on the gifts and benefits programme.

9. Click on Continue. The summary is displayed. If all the information is correct, confirm your order, otherwise, click on the small cross at the top right. 

🧐 Found any errors? 

If, once the import is done, error messages appear, we detail which line the error is on to correct it. Modify it directly on your file, then save it again to import it.