In this section, Admins will be able to configure, create and manage various aspects of the Rewards and Recognition platform, from creating awards to allocating budget.
Manage Badges
You can create badges for spot awards or recognition. These badges can be used by the users for recognition of their peers and colleagues.
Information
Enter details in the Create Badge section-
- Award Name- Enter the name of the badge. Examples of badge names can be “Pat on the back”, “Kudos”, etc.
- Comments- Enter the comments which will appear at the bottom of the award displayed.
Customize
Award Image
Here you can select the award image for the award created. Here we have two sections to look out for. The default image and “company images”. In the default image section, you have images that are preloaded in the portal. In the company images, you can have your own customized image design according to the image size specified.
Background Image
Here you can select the background image for the award which will appear on both the portal and in the mailers. Like the award image, the background image also has a default background and “company image”. You can have your own customized background image as per as size specified.
Added Feature
This is an optional section. You can specify the name of the group of the badge that you created. For example, if you want to create badges for only the marketing team or a group of annual awards badges then here you can specify the same.
Completed
Here you can review your badge name, badge description, badge group name, and the badge image and background color. Click on the submit button to create the badge.
Manage Awards
Every manager or admin has a budget allocated to him/her. According to the budget, the admin can create periodic awards for employees.
Here we have 6 sections that you need to fill to create the award.
Information
Enter the details in this section-
Award Name- Specify the name of the award. For example “Employee of the month” or “Standout Performer” etc.
Award Description- Defining what the award is exactly for.
Awards Tags- You can give an optional tag here which will appear in the feed. For example, #teamwork or #leadership.
AWARD TYPE- PANEL AWARD
Panel award is a multi-level approver award. The award runs for the period of specified time during which the panel of selected approvers can vote for the nominated employees.
Start Date - End Date: The range of dates during which the created award will be active.
Nomination End Date: A specified date after which the nomination of employees cannot be done.
Winner Selector Date: The date on which the winner will be selected by the assigned winner selector.
The panel of Approvers: A panel of assigned approvers who can cast their votes to the nominated employees.
Winner Selector: Winner selector can be any person who has been assigned the approver role. ( Note: The panel of approvers and winner selector has to be different.)
Rating Display: You have the option of choosing between two different types of voting systems. Either a pointer/star out of 5 or either yes/no to a particular nominee.
CONFIGURE
Select country: Select a country from the drop-down list.
Reward Points: Enter the number of points you have allocated for the particular award.
CUSTOMIZE
Award Image- Here you can select the image for the created award. You will have two sections to look out for. The default image section and “company images” section. In the default image section, you have images that are preloaded in the portal. In the company images, you can have your own customized image design according to the image size specified.
Background Image- Here you can select the background image for the award which will appear on both the portal and in the mailers. Like the award image, the background image also has a default background and “company image”. You can have your own customized background image as per as size specified.
ADDED FEATURES
Select Grade Groups: Select the level of the grade from the drop-down list for the award. For example, for a “Manager of the year” award, select the appropriate grade of the nominees.
Minimum applicable month: Select the duration(in months) for which the winner will hold the award. For eg. If its a monthly award, select 1.
Award Group Name: Here you can specify the name of the award group. (Note: This section is not mandatory and can be skipped)
Review
Here the preview of the created award with all the specifications will be displayed.
NOMINATION PROCESS
As a nominating manager, your feed will include the “Nominate” tab under the “Work Module”.
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Click on the Start nominating here. After clicking, a pop-up window appears.
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In the pop-up window, you must select the employee(s) for the award. You can either search by name or email id. You are also shown colleagues who you recognized in the recent past under “People you have recognized” for quick selection. You can view your team under My Team.
(Note- An added feature is that you can nominate teams upto 50 employees as well for panel awards.)
- After selecting the employee(s), another pop-up window appears where you have to select the award. You can see the award image and the monetary value of the award (according to your Base country)
*You can select different award values for each nominee.
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After selecting the award, click on Next. A new window appears where the assigned approvers’ for the award is shown. Click on the Next button to proceed further.
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You will now be directed to a window where you will be asked to provide Citation Message and Business Justification. The citation message will appear on the feed post if the nominated user is declared as the winner. You can also attach images, videos or documents in the award.
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After providing the message you will be shown a preview. Click on Post to post the award. A pop-up window will appear on successful nomination.
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After posting, the approvers will get notified through the mail about the new nominee.
Note: Admins can access the reports on all nominations from the dashboard.
VOTING OF NOMINEES(Approval Process)
After a successful nomination, the panel of approvers for the award will be notified in their registered mail.
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To vote on the nominated users, head to the “To-Do-List” in the “Work Module”
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Under “To-Do-List” click on My Panel Approval”. Upon clicking “My Panel Approval” a new window appears. Here you can see all the ongoing and previous nominations.
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Under the Ongoing Award, you will see the latest nomination on top.
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Click on “View” to get additional details of the nominations like award values, citation message, and business justification.
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To rate/vote for the nominated users, click on “Rate Now”.
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Select the rating you want to give and click on “Submit”.
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After voting, you will be displayed a pop-up message which says “Successfully Voted”
Follow the same steps to vote for all the other nominees.
Note: Admins can access the reports on all approvals in the dashboard.
WINNER SELECTION
The winner selector must go to the Panel Approval tab and announce the winner. If the created award is a multiple winner type then, the winner selector can select multiple winners. After announcing the winner, the award immediately appears on the feed.
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To select a winner or winners, login to our R&R platform and head towards the work section/module.
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Here you will find a “To-do-list” tab which upon clicking will further give you two more options.
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Click on the “My Panel Approval” tab which will showcase the ongoing panel award nominations.
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Depending on the rating of the nominees you can announce the winner by clicking on the “Announce Winner” tab.
(Note- You can add additional remarks if you want before announcing the winner)
FINAL FEED VIEW
After the winner is selected, everyone will get notified in their feed along with the nominated employee.
AWARD TYPE- NORMAL AWARD
Select the Normal Award type from the given two options. The normal award is also the default award.
CONFIGURE
Configure the setting and reward points for the award created in this section. Select Country- Select the country from the dropdown list. Reward Points- Configure the number of points for the created award.
CUSTOMIZE
Award Image
Here you can select the image for the created award. You will have two sections to look out for. The default image section and “company images” section. In the default image section, you have images that are preloaded in the portal. In the company images, you can have your own customized image design according to the image size specified.
Background Image
Here you can select the background image for the award which will appear on both the portal and in the mailers. Like the award image, the background image also has a default background and “company image”. You can have your own customized background image as per as size specified.
ADDED FEATURES
Select Grade Groups: Select the level of the grade from the drop-down list for the award. For example, for a “Manager of the year” award, select the appropriate grade of the nominees.
Minimum applicable month: Select the duration(in months) for which the winner will hold the award. For eg. If its a monthly award, select 1.
Award Group Name: Here you can specify the name of the award group. (Note: This section is not mandatory and can be skipped)
REVIEW
Here the preview of the created award with all the specifications will be displayed.
Manage Announcements
Here you can make official(not necessarily eh?) announcement which will be reflected in every employee’s feed in the portal. You also have the option of selecting a department if you have a department-specific announcement to make. For example, a team lunch for the sales and marketing team.
Title- Enter the title or the name of the announcement. This will appear as the main header of the announcement.
Content- Enter the details of the event or the announcement. This will appear as the body of the announcement.
Select Departments- From the dropdown list, select the departments for which you want the announcement to be broadcasted.
Send Email(CheckBox)- Selecting this option will send mailers to all the employees concerned about the announcement, otherwise, the announcement will appear only on the feed.
Upload Points
Selecting and awarding points to multiple employees one at a time can become quite a hassle in your busy schedule. But there is a solution to that.
Select A Country- Select the country from the drop-down list.
Upload CSV File- With our upload points feature, you can now give away points to multiple employees at just one go. As an uploader, all you need to do is upload a CSV file of the selected employees whom you will be awarded the points. And that is it. Just sit back and relax.
The rest of the work of approving that file will be done by the designated approver of the organization.
Manage Budget
Here you can handle your budget according to your company’s needs. You can allocate, deallocate or bulk allocate budget to your managers or departments.
ALLOCATE BUDGET
In this particular section, as an HR admin, you will have the freedom to choose the person to whom you will allow a particular budget. This particular person will have the authority to further process and disburse the points for the employees who have received an award.
Select A Country- Select the country from the drop-down list.
Allocate to- Select the users you want to allocate budget to. You can select multiple employees for the same.
Budget Amount- Enter the amount of budget you want to allocate.
Allocate Reason- This is an optional section. You can specify comments or reasons for the allocation of the budget. For example, if you want to allocate a budget for the annual awards you can specify the same here.
Click on Allocate Budget.
DEALLOCATE BUDGET
If somehow you want to revert back the allocated budget from a manager or a team leader and disburse it to someone else, then you need not worry about it. Our deallocate budget option allows you to do that.
So, you don’t need to bug the developers about it and work on an interface that gives you the freedom to have control over the budget you have in hand.
Select A Country- Select the country from the drop-down list.
Upload CSV file- Select the CSV file of all the users to whom you want to allocate the budget.
Click on the Submit button to allocate the budget.