To place a mobility order, you must first create your beneficiaries on the mobility program. Adding them will automatically generate a card order if they do not already have one.
Follow the detailed procedure below to create your beneficiaries 👇
1. Go to your administrator area
2. Click on New order in the top right-hand corner
3. You will be able to customise the CSV file. Remember to tick the options you need:
Personnel number: You can add a personnel number to your new beneficiaries if required.
Billing code: If your company has several billing points (an office in Paris and one in Montpellier, for example). Enter the code associated with this billing point in your CSV file. If the address displayed is not correct, please contact your account manager or customer service to change it.
Delivery code: For card delivery to the office or home (for office delivery, enter the code for the delivery point, for home delivery, enter D [for home] and then fill in the recipient's address). If the address displayed is not correct, please contact your account manager or customer service to change it.
Employee without email: If your company wishes to create employees who do not have email addresses. Invitations will therefore be sent by post, to the office or home (make sure you enter the delivery address for these recipients).
4. Click on Upload my file
5. Fill in the details of your beneficiary and the information relating to the fields selected in step 4 (do not fill in the amount column if you do not wish to credit this person, but simply add them as a beneficiary).
6. Save and drag the file to the required location
7. Indicate the communication date of your choice (post or email)
8. Indicate a reload date on the desired date (the cards will only be sent on the reload date indicated and not before).
9. Once you've clicked Continue, you'll get this message summarising your order
If all the information is correct, validate your order. If not, click on the small cross in the top right-hand corner.
💡 Our system will automatically detect beneficiaries needing a card order.
10. As soon as your order is complete, the employee will appear directly in the beneficiaries!