Add beneficiaries

Issue benefits on the Add beneficiaries tab. First, choose whether you want to issue a flexible mobility budget or a monthly mobility budget.

If you want to issue a flexible mobility budget to some employees, for example, once a year, and a monthly mobility budget to others, add the beneficiaries in two separate groups.

First select Flexible mobility budget, add the beneficiaries and send the invitations. Then select Monthly mobility budget, add the beneficiaries and send the invitations.

 

 
  1. Select the invoice on which you want to include the beneficiary/beneficiaries. There are two default invoice options: HSL Business Travel with HSL Business Travel as the reference, or HSL Commuter Benefit with Commuter benefit as the reference. You can edit invoice names and references on the Organization information tab. If you want to order a new invoice, first send the invoice details and reference information to [email protected].
  2. If you want to issue a mobility budget to the beneficiaries, select the amount to be issued. 
  3. Validity: This step is optional. If you do not edit the dates, the benefit will be effective immediately and remain valid until further notice.
    If you wish, you can set a start date and/or end date for the benefit. You can edit the end date later in the beneficiary’s details if needed.
  4. Enter the employee’s work email address in the white field. You can also paste a list of employees’ email addresses, for example, from an Excel file. Use a line break, semicolon, comma or space to separate the email addresses.
    You can also add an employee number and/or an identifier of your choice to the beneficiary's details, which will be shown in reports.
    Alternatively, you can upload the beneficiaries' details as an Excel or CSV file from your computer.
  5. Select Continue.

Please make sure that the beneficiaries’ details are correct. If a beneficiary already exists in the system, you will receive a notification. In this case, instead of adding the beneficiary, you can edit their details in the Beneficiaries view.

Once you have checked the information, send the invitations. The invitations are sent to the employees immediately by email and are valid for 30 days. If the employee does not activate the benefit within 30 days, send a new invitation.

The employee will receive the invitation immediately, even if the benefit is set to start at a later date.

Add employees by using an Excel or CSV file

The file to be imported must contain the employees’ email addresses. If necessary, you can also add an identifier and/or an employee number. All details must be in separate columns. Please note that you can use the same identifier for several employees, but each employee must have a unique employee number.

To add employees using an Excel or a CSV file, do as follows:

Select Upload Excel or CSV file and select the file on your computer.

In the next view, select the correct data columns under the appropriate headers:

  • In the first column, select the employees’ email addresses.
  • In the second column, select the identifier.
  • In the third column, select the employee number.

You can also add employees using only their email addresses. Identifiers and employee numbers are optional.

Once you have added information in the columns, click Confirm.