[Subvention] How to set up a shop subvention ?

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.

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