How do I remove a gift and benefits beneficiary ?

If a beneficiary leaves your company, we advise you to remove them from the platform. Here's how to proceed :

- Search for the beneficiary in collaborators or in the beneficiaries tab of the gift and benefits menu.
- Click on the beneficiary's name
- Click on Remove from program

You can also remove beneficiaries en masse. Find out more on the following page : Remove several beneficiaries all at once

💸 Remaining balance and other programs
When you remove a beneficiary from the gift voucher program, they retain their remaining gift and benefits vouchers balance until their voucher expires (one year from the last refill date).

What's more, the removal of a beneficiary is managed by program, so if the beneficiary is also on meal vouchers, for example, he or she will have to be removed from this program too.

🧐 How to find beneficiaries who have been withdrawn ?

As an administrator, you can view beneficiaries who have been withdrawn for less than 90 days via the Collaborators page. To do this:

Go to the Collaborators page.

In the Status filter, select the Recently Withdrawn option.

• 📜 The list will display the withdrawn beneficiaries, with details of the programmes concerned.
• 👤 Clicking on a profile will take you to the programme record.
• ⏳ After 90 days, the record is no longer accessible.