How to set up a subsidy on the shop?

If you have the module, you can set up subsidies that apply to the Swile shop, available on your employees’ Swile accounts.

We offer three types of subsidies that can be applied to the shop. You can set 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 subsidy?

To set up the subsidy:

  • Log in to your Gifts and Benefits admin area

  • Click on the Subsidy tab, then New subsidy

  • Choose the Shop Subsidy type
     

✍️ Step 1 - Beneficiaries
  • Give your subsidy a title. This will be visible to your beneficiaries 📣
  • If you have subscribed to the gifts / works council offer, specify whether your employees and/or their dependants should benefit from this subsidy.
  • 🚨 Please note, using length of service as a criterion is now considered discriminatory and means you lose the benefit of social exemptions. See the URSSAF page on this topic for more information.

🛍️ Step 2 - Eligible products

Select the shop product categories you want to subsidise by clicking on "add categories". You can also customise which products are eligible for the subsidy by clicking on “Add products”. This allows you, for example, to subsidise only your local cinema or just a selection of your choice from all the shops, by searching in the bar and selecting those you want from the results. You can also combine category groups with custom products.

💰 Step 3 - Budget  

You can choose the type of discount you want to apply:

  • Budget (set amount in €)
    • Set a budget (in €) discount per item, this amount will apply 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 subsidy

  • Discount (in ⁒ or €):
    • Set an amount in € or a percentage (%) discount per item, which will apply 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 subsidy will cover the difference with the shop price (up to the set cap).

🔍 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 subsidies. For a fixed price subsidy, 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 dependants if applicable. This budget may change if you add or remove beneficiaries or dependants.

📆 Step 4 - Validity period  
  • Set a start date (inclusive) for the subsidy and an end date (inclusive)
  • You can then decide whether the rule renews every 1st of the month or if it’s only valid once during the defined period. 💡 Unused amounts do not roll over from one month to the next.

  • Click on Confirm subsidy 🚀

📌 Cancelling or editing a rule

To cancel a shop subsidy rule, simply click on the rule and then click “Archive”. For more information, see: How do I edit, duplicate or reactivate a subsidy?

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