📌 Important
Before crediting gift vouchers, make sure you've completed the following steps:
Then, you can credit your beneficiaries. We explain everything below 👇
🎁 Conditions for crediting gift vouchers
Gift vouchers are allocated by the Social and Economic Committee (CSE) - or an equivalent entity in your company if you don't have a CSE - and are subject to certain URSSAF constraints:
Beneficiaries must be eligible for one of the URSSAF events listed below
The crediting must adhere to a timeline in relation to the event
The amount to be exempt is €200 per year, per employee, per event
❗ The acceptance network of the vouchers will depend on the event for which you offered it.
For example: With Adult gift vouchers credited for Christmas, your beneficiaries can make purchases at Truffaut or Darty, which is not the case with birth/adoption gift vouchers.
👩💻 How to credit gift vouchers?
After crediting your company fund and creating your beneficiaries, you can then credit them 🎉
Go to your admin area
Click on New Order
Select the URSSAF event of your choice and continue
Customise the CSV file according to your needs:
- Employee ID: Tick if you need to provide an employee's ID
- Billing centre code: If your company has multiple billing locations (an office in Paris and one in Montpellier, for example). Enter the code associated with this billing location 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 has included beneficiaries without emails, you will need to tick this box to credit the accounts and/or order cards. A postal address or delivery point code will be required when filling out the CSV file.
- Delivery point code: This column should be filled in only if you are responsible for 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 the beneficiary's address). If the displayed address is incorrect, please contact your account manager or customer service for modification.
- Paper Flyer: Indicate if you wish to distribute a paper flyer to your beneficiaries. The flyers will be sent to your company's headquarters within five working days. You can choose to add a personalised message and include your company's logo.
Click on Download my file
Your existing beneficiaries will be listed in this file, you just need to fill in the Amount box for the relevant beneficiaries. Save your file, and return to your Swile admin area to import it.
Indicate the send date for the invitations of your choice (the email will only be sent to new beneficiaries, if your beneficiary has an active account via the meal voucher for example, they will not receive an invitation email) -
Indicate a top-up date as desired (the cards will only be sent on the indicated top-up date and not before)
Customise the email for sending your allocation. Check our help page if needed: Customising gift voucher emails
Customise the flyer to send to your beneficiaries and download the preview (The contact phone number for the parcel recipient is mandatory to continue)
Once you click on Continue, you will see this message to summarise your order:
Number of cards ordered
Details of allocations
Number of Flyers
Choice of email and Flyer customisation
Delivery addresses for Flyers and billing centres
Communication and top-up date
Selected billing centre
Total amount of your order
Total amount for flyers if ordered
If all the information is correct, confirm your order, otherwise, click on the small cross at the top right.
Related article: How to cancel a gift voucher order?
Comments
0 comments