If a beneficiary created on the Gifts and Benefits platform leaves your company, we recommend removing them from the platform. Here’s how to do it:
- Search for the beneficiary in the Employees menu
- Click on the beneficiary’s name
- Click on Remove from programme
You can also remove beneficiaries in bulk. To find out more, see the following page: Remove beneficiaries in bulk
💸 Remaining balance and other programmes
When you remove a beneficiary from the gift voucher programme, they keep their remaining gift voucher balance until the voucher expires (one year from the date of the last top-up).
Also, removing a beneficiary is managed per programme, so if the beneficiary is also on the meal voucher programme, for example, you’ll need to remove them from that programme as well.
🧐 How do I find removed beneficiaries?
You can view beneficiaries who have been removed within the last 90 days:
- Go to the Employees page.
- In the Status filter, select the Recently removed option.
- 📜 The list will show the removed beneficiaries, along with details of the relevant programmes.
- 👤 By clicking on a profile, you’ll access the programme details.
- ⏳ After 90 days, the profile is no longer accessible.
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