When employees are to receive a top-up on their Epassi Card, you create an invoice for the top-ups in the customer portal.
Follow the three steps below to ensure your employees receive their next top-up.
Step 1
Before creating a new top-up, it is important to review the employee list in the customer portal.
Go to “Employees” and then “Manage employees” and check the following:
• Should new employees be added?
• Should employees be removed?
• Should employees be inactivated due to long-term leave?
Once the list is correct, proceed to the next step.
Step 2
Create a top-up invoice the day after your company’s cut-off date, i.e. the day after employees' last chance to make changes to their top-up calendars.
You can find your company’s cut-off date here:
“Top-ups” → “Top-up settings” → “What is the last day for employees to request a top-up?”
Step 3
Follow the steps below to create a new top-up:
- Log in as an employer.
- Ensure the correct company is selected in the main menu on the far right. Click “Switch unit” to change company.
- Click on “Top-ups.”
- Select “New top-up.”
- Choose the date on which the Epassi Cards should be loaded in the calendar. The top-up date must be at least 5 days from today's date.
- Click “Next step” to continue.
- A list will now be displayed with all active employees entitled to the lunch benefit. Check the ones who should receive a top-up for the upcoming period.
- Click “Next step.”
- Review the summary and click “Finish.”
- An invoice for the top-up has now been created and sent to your specified billing email. You can also download the invoice and its specification directly in the customer portal under “Invoices” in the main menu.