How do I credit my beneficiaries with gift vouchers ?

📌 Important

Before crediting gift vouchers, please make sure you have completed the following steps :

- Creating your beneficiaries and ordering cards
- Transfer to your fund reserve

Then you can credit your beneficiaries. We'll explain everything below 👇

 

🎁 Conditions for crediting gift vouchers

Gift vouchers are allocated by the Economic and Social Committee (CSE) -or an equivalent entity of your company if you don't have an CSE - and are framed by certain URSSAF constraints :

- Beneficiaries must be eligible for one of the URSSAF events listed below.

- The load must respect a time limit in relation to the event.

- The amount required for exemption is €196 per year, per employee, per event.

❗ The acceptance network for the vouchers will depend on the event for which you offered them.
For example : with Grown up's Christmas gift vouchers, your beneficiaries will be able to make purchases at Truffaut or Darty, which is not the case with birth / adoption gift vouchers.

 

👩‍💻 How do I credit gift vouchers ?

Once you've credited your fund reserve and created your beneficiaries, you can then credit them 🎉

 

1️⃣ Step 1 : Choose the URSSAF event concerned

 

- Go to your administrator space
- Click on New order
- Select the URSSAF event of your choice and continue

 

 

2️⃣ Step 2 : Specify your criteria and download your file

 

Customize the CSV file to suit your needs:

- Vendor identifier : Check this box if you need to enter an employee's vendor identifier.
- Invoicing center code : If your company has several invoicing centers (an office in Paris and one in Montpellier, for example). Enter the code associated with this invoicing center in your CSV file. If the address displayed is not correct, please contact your account manager or customer service for modification.
- Collaborator without email : If your company has integrated beneficiaries without email, you will need to check this box to credit accounts and/or order cards. A postal address or shipping point code will be requested when you fill in the CSV file.
- Shipping point code : This column should only be completed if you are responsible for ordering cards for your employees. Depending on your account settings, your employees may have to order their own cards from their Swile account - please contact us if you have any doubts. In the latter case, you don't need 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] and then fill in the recipient's address). If the address displayed is not correct, please contact your account manager or customer service for modification.
- Paper flyer : Indicate whether you wish to distribute a paper flyer to your beneficiaries. The flyers will be sent to your company's head office within five working days. You can choose to add a customized message and your company logo.

 

- Click on Download file

 

3️⃣ Step 3 : Fill in your file and import it

 

Your existing beneficiaries will be listed in this file, so all you have to do is fill in the Amount box for the beneficiaries concerned. Save your file, and return to your Swile administrator space to import it.

 

4️⃣ Step 4 : Customize your order

 

- Indicate the date you would like the invitations to be sent (the email will only be sent to new beneficiaries, so if your beneficiary has an active meal voucher account, for example, he or she will not receive an invitation email).
- Indicate a reload date on the desired date (cards will only be sent on the refill date indicated, and not before).
- Customize the email used to send your gift voucher. See our help page if you need to : How to customize gift vouchers order emails ?
- Customize the flyer to be sent to your beneficiaries and download the preview (The phone number of the contact receiving the package is mandatory to continue).

 

5️⃣ Step 5 : Confirm your order

 

Once you've clicked on Continue, you'll get this message to summarize your order:

- Number of cards ordered
- Endowment details
- Number of Flyers
- Email and Flyer customization options
- Flyer delivery and billing addresses
- Communication and refill date
- Selected invoicing center
- Total amount of your order
- Total amount for flyers if ordered
If all the information is correct, validate your order. If not, click on the small cross in the top right-hand corner.

 

Related article : How do I cancel a gift voucher order ?