Wie erstelle ich Gutscheine nach Monatsbeginn? (en)
As employees must always have made their choice of provider by the end of the month, it is best to activate employees 1-2 weeks before the go-live date (1st contract month, e.g. 1 January 2024). Employees will then still have enough time to register and select their favourite provider.
Unfortunately, this is not always possible, which is why there is also a way to give employees enough time to choose a provider.
Let's take the following example:
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Contract start and go-live with become.1 is 01.01.2024
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The administrators only managed to create the employees and invite them to become.1 on 05.01.2024
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Unfortunately, it is now too late to select a provider in December for January - but there is a workaround
To give employees enough time to make their own choices as employees, you can do the following:
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Create all employees via the user administration
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Allocate goodies access without a monthly voucher
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As a reminder: Here I can see how I can allocate goodies budgets.
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On the 15th of the month, I now create a monthly voucher for January for all authorised employees
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The employees' choice of provider is queried in real time and the first goodie for the employees and January is created in the same way.
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These goodies are now "frozen" and can be accessed from the 25th of the month (in this example, 25 January)!