How do I create vouchers after the start of the month?

Ideally, employees should always be activated in the system 1–2 weeks before the official go-live (e.g., January 1st). Since the provider selection must always be completed by the end of the respective month, this gives team members enough time to register and choose their preferred provider.

If this lead time is not possible, there is an easy workaround to still grant the team the full selection period. Let's look at the following example:

• Contract Start / Go-Live: January 1st, 2026
• Actual Employee Invitation: Not until January 5th, 2026

Since the turn of the month has already passed, it is too late for the regular selection. In this case, proceed as follows to give employees enough time to make their own selection:

1. Create employees: Add all affected team members as usual via User Management and invite them to the platform.
2. Select a flexible start date: Do not assign the monthly voucher budget retroactively to the first of the month. Instead, choose a start date in the middle of the current month – for example, January 15th.
3. Provider selection: Employees now have until January 14th to register on the platform and select their provider.
4. Automatic request: On the chosen key date (the 15th), the employees' provider selections are requested in real time, and the first voucher is created matching this individual start date.

Good to know: As soon as this process has run on the selected key date, the vouchers are locked in the system ("frozen") and will be available for employees to claim as usual from the 25th of the month onwards.