Add beneficiaries

Issue benefits on the Add beneficiaries tab.
You can add beneficiaries manually, one at a time, or a larger group of beneficiaries using an Excel or CSV file. First, select the benefit type, Auto-renewing season ticket.

  1. Select the invoice on which you want to include the beneficiary/beneficiaries. There are two default invoice options: Business Travel with Business Travel as a reference and Commuter Benefit with Commuter Benefit as a reference. You can edit the invoice names and references on the Organization information tab.
    If you wish to order a new invoice, first report the information and invoice reference to yritysmyynti@hsl.fi.
  2. Validity: This function is optional. If you do not edit the dates, the benefit will be effective immediately and be valid until further notice.
    If you wish, you can set a validity start date and/or end date of your choice for the benefit. You can edit the end date later under the beneficiary’s details if need be.
  3. Enter the employee’s work email address in the white box. You can also copy a list of employees, for example, from an Excel file. Use a line break, semicolon, comma, or space to separate the email addresses from one another.
    You can also add a person number and/or an identifier of your choice to the beneficiary's details that will shown on the report.
    Alternatively, you can download the beneficiaries' e-mail addresses as an Excel or CSV file from your computer.
  4. Select "Continue".

Please make sure that the information of the beneficiaries to be added is correct. If a beneficiary is already 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 will be sent immediately to the employees via email. The invitations 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 in the future.

Add employees by using Excel or CSV file

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

To add employees by 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, you can add the correct columns under the correct headers:

1st column: select the email addresses of the employees.

2nd column: select the identifier

3rd column: select the person number

You can also add just email addresses without identifiers or person numbers. The identifier and person number are optional, meaning you do not have to use them.

Once you have added information to the columns, click “Confirm”.