Note: Incentives are only available on the Organization plan (and certain legacy plans).
Set up incentives to encourage your team to complete certain tasks, participate in events, or more. Incentives for training completion, wellness initiatives, software adoption, and event participation help increase Bonusly adoption and overall employee engagement.
Note: To manage incentives, you must have global admin or awards admin permissions.
Incentives Feed
You can view your organization's incentives activity by filtering your company feed to Incentives. Click the More filters button to the right of the Filter dropdown. Select Incentives from the Type options and click Apply. The feed will update to show only Incentives.
Claim an Incentive
To access Incentives, click More in the navigation menu, then select Incentives. From the Incentives page, choose the incentive you’d like to claim. When submitting your claim, add a brief explanation of how you earned the incentive and include any required proof or supporting documentation.
Incentives Page
You can manage your incentives on the Incentives page (Admin > Recognition > Incentives). This page displays the following incentives information:
Name: Name of the incentive
Points: Number of points awarded when a single user claims the incentive
Audience: Who is eligible to claim the incentive
Claim limit: Number of allowed claims per employee or total number of claims
Period: Claim limit period based on points budget settings
Pending: Amount of claimed incentives that are awaiting approval. Clicking this field will direct you to the Pending Approvals page.
To approve, review, edit, or deactivate an incentive, click the corresponding ellipsis icon on the far righthand side of the table and choose an option from the dropdown.
Review Archived Incentives
To review your archived incentives, click Review archived incentives at the bottom of the Incentives table.
To review, edit, or delete an archived incentive, click the corresponding ellipsis icon on the far righthand side of the table and choose an option from the dropdown.
Create a New Incentive
To create a new incentive:
Click the Create new button at the top of the page.
You will be directed to the Create New Incentives form. Complete the following five sections:
Basic setup: Complete the Name, Image, Description, and Proof fields.
Eligibility settings: Select an eligibility option. By default, everyone can access the incentive. Click Filter audience to set rules for who can access the incentive. Note: Use the AND and OR conditions to target multiple groups or an intersection of groups.
Points budget: Set the amount of points given when someone claims the incentive and how those points are distributed. Select one of the following options:
Allow unlimited claims: Enter any number of points great than zero. This setting is great for hiring referrals, online posts about the company, and sales incentives.
Limit claims per employee: Choose this option to limit incentive claims per employee. This setting is great for onboarding, training completion, survey participation, wellness challenges, and healthcare screening or vaccine incentives.
Limit total number of claims: Choose this option if your company is holding a contest or competition where the total number of this incentive is limited. This setting is great for culture-building event participation or contests.
Recognition posts: This section allows admins to customize how incentive activity appears publicly. Complete the following fields:
Message: Enter the message that will show on incentive posts. Do not include @recipient or +amount in the message.
Who can see this incentive activity: Select one of the following visibility options:
Public: Everyone in the company can see who earned the incentive.
Private: Only the person who earned the incentive, their manager, and admins can see it.
Team: Only people who have the same manager as the person who earned the incentive can see it.
Approval process: This section allows admins to determine when an incentive requires approval before points are awarded. Select one of the following approval settings:
Automatically approve claims: Claims do not require approval. This is the default option.
Specific people must provide approvals: Create an approval process with up to four steps. Specify one or multiple approvers for each step. Only one person per step has to review a request for it to be routed to the next step. Note: Incentive approvers do not have to be global admins or award admins. Approvers will be notified on their homepages when there is a pending incentive that requires their approval.
When you're done, click the Create button at the bottom of the page.
Incentives Summary Report
Admins can access an Incentives Summary Report to learn more about the usage and adoption of each incentive. To view your Incentives Summary Report, click the Report icon in the top righthand corner of the window.
