This guide explains how to update the credits file to grant Wellhub Credits to your employees as part of your flexible benefits and incentive program.
First, choose your file and update type
In the Wellhub Credits menu, select the credit update method and type depending on the operation you want to perform:
- New Credits / Updates File: Use this option to create new monthly recurring credits or update the ongoing allocation values for an employee.
- Removals File: Use this option to remove upcoming recurring monthly credits before the expiration date. Ensure the removal file includes employees who currently have active recurring credits in their balances.
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One-time Credits File: Use this to instantly allocate a specific, non-recurring credit (e.g., challenge rewards or gifts). The employee receives the credit immediately.
- 🚨 This operation is permanent; the system processes it finally without options for cancellation, deletion, edits, or refunds after import.
How to update the file:
- Access Wellhub for Companies.
- Select the company, if managing multiple accounts.
- Go to the Wellhub Credits tab.
- Click Update credits.
- Choose the type of update you want to make:
- Add and update values: To start or change a monthly value.
- Cancel values: To remove an active monthly credit.
- Add values instantly: To give a one-time credit.
- Download the CSV template file and fill it with your employees' data.
- Upload the completed CSV file.
- 💡 For monthly credits, ensure you upload the file by 9:00 PM the day before your company's credit allocation date.
- Review the visual summary of the proposed changes and click Continue.
- 💡 For any formatting anomalies, download the provided error report for review.
- Enter the confirmation phrase if required and continue.
- Check the information acknowledgment box, confirming you have reviewed the changes.
- Click Confirm import to finish.
💡 For a complete overview of how Wellhub Credits for Flexible Benefits works, learn more in the detailed guide.