How to create a "Reimbursement on Invoice" grant?

• Give your grant a title

• If you’ve subscribed to the gifts / works council offer, specify whether your employees and/or their dependants (partners and children) should benefit from this grant.

• Set eligibility criteria if needed. To find out more, see: How do I create and assign custom criteria to my employees for my grants?

🔍 This information will be visible to beneficiaries and will help them easily identify the grant and its terms.

• Click on "Next"

• Set the reimbursement rules your beneficiaries will see. For example: "Your works council reimburses your expenses and registrations for sports activities. Please send us a copy of your invoice. Please note, the invoice must be in your name and dated this year." Click Next.

• Enter the amount reimbursed per beneficiary. The amount can be the same for everyone (in this case, tick the "Same amount for everyone" box), or different depending on criteria you’ve set up beforehand.

• If you wish, you can limit the number of requests each beneficiary can submit.

• Click Next

🔍 You can see the maximum estimated budget live in the panel on the right. The number of beneficiaries includes all active beneficiaries on your platform. This budget may change if you add or deactivate beneficiaries.

• Specify whether the grant renews every month or not. If you’ve enabled grant renewal, you can choose to carry over any unused balance for beneficiaries each month

  

• Set the validity period for the grant.

• Click Continue

• A summary page will appear. Click Confirm grant 🥳