📌 What is it?
The Switch Plan feature allows you to move a worker from one active budget plan to another plan of the same type, without having to deactivate them and re-enrol them from scratch. This is the action to use when a worker changes role, seniority, or benefits, and their budget configuration needs to evolve accordingly.
ℹ️ Current availability: the Switch Plan is currently available for mobility budgets only. The cafeteria plan switch is planned for a future release.
🕐 When to use the Switch Plan?
A worker is promoted and their TCO (Total Cost of Ownership) changes.
The company restructures its mobility plans and workers need to be redistributed.
A change of role involves a different monthly amount.
In all these cases, rather than deactivating the worker and re-enrolling them from the beginning, simply switch them to the corresponding plan.
🛠️ How to perform a Switch Plan?
The switch is accessible from the Employees tab
1️⃣ Access the worker's profile
From the employee list, open the relevant worker's profile and go to the Budget tab. This tab now displays all budgets in table format - one row per budget type - with the plan name and type, annual and monthly amounts, start date, current status, and available actions.
In the Mobility Budget row, click on Switch plan.
2️⃣ Select the new plan
A list of available mobility plans is displayed. Only the company's active plans are shown - the worker's current plan is excluded to avoid any confusion. If no eligible plan is available, a message will inform you.
3️⃣ Review the summary
A summary screen is displayed showing:
The worker's name
The current plan and its monthly budget
The new plan and its monthly budget (with recalculation of the variable component if applicable)
The effective date of the switch
ℹ️ The effective date is always set to the 1st of the following calendar month. It is defined automatically and cannot be modified.
4️⃣ Confirm
Confirm the switch. The system then automatically performs the following actions:
Records the plan change, effective on the 1st of the following month.
Regenerates the worker's policies to reflect the new plan.
Sends a notification email to the worker.
✅ The worker's wallet history (expenses and loadings) is fully preserved during the switch.
📏 Rules to remember
The effective date is always the 1st of the following month, without exception.
Only active mobility plans from the same company are selectable.
The worker's current plan is not shown in the list.
Documents are automatically regenerated after confirmation.
The worker receives a confirmation email after the switch.
The wallet history is preserved, no data is lost.