Setting up Rewards & Recognition

• Locate 'Rewards': Navigate to 'Rewards', located on the left hand menu of the customer portal:
  
  
• Click on "New": select the option '+ New' in the top right of the page

Step 1: Add Rewards

1. Reward Name: Enter a descriptive name for the new Reward.
2. Can send Rewards:  need to be 'on' always so users can send the rewards to other employees
3. Contribution: Choose between
   • No ongoing contributions - if the reward is a one-off
   • Set contribution frequency - if reward money should renew after a certain period, for the sender pool 
4. Reasons: reasons for the rewards
5. Allowed rewards amounts: the amount that users can send to other employees. You can set up different amounts (like $5, $10, $15, $20, etc)
6. Contribution amounts: the amount that users will recceive to send the rewards out of.
7. Review the information and hit save

Step 2: Assigning Rewards account to users

Before a Reward account can be used, it must be assigned to the relevant employees, following below steps:

1. Go to uses in the Customer portal
2. Select the users to assign the Reward account
3. From the 'Action menu', select 'Assign account'
4. Select the 'Reward account name' you wish to assign, and the contribution amount
5. Review information & hit save

Once a user sends a reward to someone, a receiving account for the Reward will be created for that user automatically and they can view their balance in the app.

If you have any questions about setting us the Rewards and assigning them, please get in touch with Extraordinary Customer Support here.