You've activated the shop subvention. We explain in detail how it works 💡
💸 Crediting your fund reserve
To ensure that your beneficiaries benefit from the subvention you've set up, make sure you credit your fund reserve ! See : How do I credit my fund reserve ?
👨💻 Creating a rule
The first thing to do is to set up a rule for your beneficiaries. To do this :
- Log in to your gift voucher administrator space
- Click on the Subventions tab, then New subvention (or click directly on the + at the top of the page, then Subvention).
- Choose the type of subvention : Subvention shop
✍️ Step 1 - General informations
- Give your grant a title
- Select a category for your grant.
- If you have subscribed to the gift vouchers / CSE offer, define whether it is your employees who should benefit from this grant and/or their dependents.
- Define eligibility criteria if necessary. 🚨From now on, the seniority criterion is considered discriminatory and results in the loss of the benefit of social exemptions. See the URSSAF page on this subject for more information.
💰 Step 2 - Budget
You can define the type of discount you wish to apply, in euro € or percentage % :
- € In euros :
- Define an amount (in €) of discount per item. This amount will be applied to each eligible product.
- Define a maximum number of items per beneficiary, this is the limit per beneficiary for this grant
👀 Example: You have defined €3 per cinema ticket, with a limit of 2 tickets per beneficiary.
- ⁒ Percentage :
- Define a percentage (%) discount per item, this percentage will be applied on each eligible product
- Define a maximum amount per beneficiary, this is the consumption limit for each beneficiary
👀 Example: You have defined -10% on the cinema category up to €50 covered by the CSE per beneficiary.
🔍 You can view the max forecast budget live on the right-hand insert. The number of beneficiaries takes into account the total number of active beneficiaries on your platform. This budget may vary if a beneficiary is added or deactivated.
📆 Step 3 - Validity period
- Define a start date for the subvention and an end date.
- You can then decide whether the rule is renewed every month
👀 Example: You have assigned an amount of €10 per item up to a limit of 2 items, a start date on 01/01 and an end date on 07/31. The option “Would you like the amount allocated to beneficiaries to be renewed at the beginning of each month ?” is active, so beneficiaries will have €20 (€10 x 2 items) per month over 7 months (from January to July)
Click on Validate the grant 🚀
💸 Tracking expenses
You can track spending on the rule in question from your administrator space, subventions tab, in the Budget column.
- In first position → The amount already spent by your beneficiaries
- In second position → The maximum forecast budget for the rule.
📌 Cancel a rule
To cancel a subvention rule on the store, simply click on the rule and then click on “Archive”. Any canceled rule cannot be reactivated, you will need to create a new one.
Comments
0 comments