We offer three types of grants that can be applied in the shop. You can set up either a budget in €, a discount in € or as a percentage, or fixed prices on certain products. We’ll explain each of these options in detail in this article.
💡 If you want to set up reimbursement on invoice, see: How do I create a reimbursement on invoice rule?
👨💻 How do I create a grant?
As an administrator, you’ll need to do two things:
1. Top up your fund
You can start with this step if you already know your budget, or do it after setting up your grant rule. Allow 48 working hours for the transfer to appear in your fund. 💡 Please note, your beneficiaries won’t be able to use the grant until your fund has been topped up. For more information, see: How do I top up my fund?
2. Set up a grant rule for your beneficiaries
To set up the grant:
Log in to your Gifts and Benefits admin area
Click on the Grant tab, then New grant
Choose the Shop Grant type
- Give your grant a title. This will be visible to your beneficiaries 📣
- If you’ve subscribed to the Gifts / CSE offer, specify whether your employees and/or their dependants should benefit from this grant. 🚨 Please note, length of service is now considered a discriminatory criterion and will result in the loss of social security exemptions. See the URSSAF page on this subject for more information.
Select the product category or categories in the shop that you want to subsidise by clicking on "add categories". You can also customise which products are eligible for the grant by clicking on “Add products”. For example, this allows you to subsidise only your local cinema or just a selection of your choice from all the shop’s parks, by searching in the bar and selecting those you want from the results. You can also combine category parks with custom products.
You can choose the type of discount you want to apply:
-
Budget (set amount in €)
- Set a budget (in €) per item, which will be applied to each eligible product
- Set a maximum number of items per beneficiary (and per dependant if applicable); this is the limit per beneficiary for this grant
-
Discount (in % or €):
- Set an amount in € or a percentage (%) discount per item, which will be applied to each eligible product
- Set a cap per beneficiary (and per dependant if applicable); this is the spending limit for each beneficiary
- Note: giving a 100% discount for an amount of €150, for example, is the same as giving a €150 budget, which the beneficiary can use on one or more eligible items (up to €150)
-
Fixed price
- Set the price your employees will pay for a category of items, and the grant will cover the difference with the shop price (up to the set limit).
🔍 You can see the maximum estimated budget live in the box on the right. This is the maximum if 100% of beneficiaries use 100% of their grants. For a fixed price grant, this maximum is calculated as if 100% of beneficiaries buy the most expensive eligible item. The number of beneficiaries includes all active beneficiaries on your platform and their dependants, if applicable. This budget may change if you add or remove beneficiaries or dependants.
- Set a start date (inclusive) and an end date (inclusive) for the grant
- You can then decide whether the rule renews on the 1st of each month or if it’s only valid once during the set period. 💡 Any unused amount does not roll over to the next month.
- Click on Confirm grant 🚀
📌 Cancelling or editing a rule
To cancel a grant rule in the shop, simply click on the rule and then click “Archive”. For more information, see: How do I edit, duplicate or reactivate a grant?
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