Crediting Mobility Benefits for My Employees

This article explains how to create your employees' profiles and assign them their mobility benefits.

Once the funds are available in your pot, you can credit your employees 👇

• Go to your Swile admin area, and select the Mobility tab

• Click on the New order button . You’ll be taken to the screen where you can prepare your CSV file to create your employees’ profiles and enter the amount to be credited to each one.
   
• Customise your order as needed in the Optional fields section: Before downloading the file to place your order, tailor it to your requirements. Slide the button to the right to activate the options. For example: you can add employee numbers or select a specific billing code for your order (if you have several billing centres).

Example of selecting billing code and delivery code fields to add to the order file.

This information will be automatically added to the template you download, and you’ll see instructions on how to fill it in when preparing your order.

• Click on Download my file.

Example of guidance on how to fill in the CSV file for billing and delivery codes

• Fill in your file following the instructions provided and save it

• Go back to your Swile area and import your CSV file

• Choose the date when your employees will receive an activation email (for new recipients only)

• Select the date when the mobility benefits will be credited. Your employees will be notified on this date that their account has been topped up! 💰

• Check that all the information about your order is correct and confirm it 🙌