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 an invoice reimbursement rule?
👨💻 How do I create a subsidy?
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 subsidy rule. Allow 48 working hours for the transfer to reach your fund. 💡 Please note, until your fund is topped up, your beneficiaries won’t be able to access the subsidy. For more information, see: How do I top up my fund?
2. Set up a subsidy rule for your beneficiaries
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
- Give your subsidy a title. This will be visible to your beneficiaries 📣
- If you’ve subscribed to the gifts / works council offer, specify whether your employees should benefit from this subsidy and/or their dependants. 🚨 Please note, length of service is now considered discriminatory and means you lose social security exemptions. See the URSSAF page on this topic for more information.
Select the shop product categories you want to subsidise by clicking “add categories”. You can also customise which products are eligible for the subsidy by clicking “Add products”. This lets you, for example, 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.
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 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 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 any dependants. This budget may change if you add or remove beneficiaries or dependants.
- Set a start date (inclusive) for the subsidy and an end date (inclusive)
- You can then decide if the rule renews every 1st of the month or if it’s only valid once during the set period. 💡 Unused amounts do not roll over from one month to the next.
- Click Confirm subsidy 🚀
📌 Cancel or edit 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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