Awards allow you to create company-funded awards, which means your company is recognizing individuals instead of recognition coming from peers.
To manage awards, you must either be a global admin or have awards admin permissions.
Awards Page
You can view and manage your awards from the Awards page. To access your Awards page:
Go to your Bonusly admin dashboard.
Click Recognition on the left-hand sidebar. Then, click Awards.
You will be directed to your Awards page.
The Awards page displays an index of all active awards in your company. The index table has 6 columns that are all sortable:
Name: How both admins and users can refer to the award
Max points budget: Total amount of points budgeted for the award
Budget period: Timeframe that determines when the budget resets
Points per award: Predefined point amount given with each award
Award givers: Who can give out the award, listed by email or as group properties
Pending: Amount of awards that are awaiting approval (when clicked, directs admins to the Pending Approvals page).
Manage an Award
To approve, review, edit, or deactivate an award, click the corresponding ellipsis icon on the far righthand side of the table and choose an option from the dropdown.
Approve awards: Directs admins to the Pending Approvals page.
Review posts: Directs admins to an award feed page where they can view all award posts to date.
Edit: Allows admins to edit award details.
Deactivate: Allows admins to deactivate the award.
Create a New Award
To create an award, click the Create new button in the top right of the Awards page.
The Create new award form is divided into five sections:
Basic setup
Eligibility settings
Points budget
Recognition posts
Approval process
Basic Setup
Complete the following fields in this section:
Name: Enter a name for your award.
Description and instructions: Describe what this award is for and what criteria needs to be met. Include any other details or instructions to help givers determine who has earned this honor.
Eligibility Settings
This section allows admins to define who is able to give out this award. You can set inclusion or exclusion rules based on properties like department, location, team, or other custom properties.
By default, admins are prompted to designate at least one person to give out the award by providing their email.
You can change how you want to add givers by clicking the Email dropdown. Choose from department, location, team, or any other provided custom property.
You can also apply multiple filters. By default, every individual or group listed will be designated award givers — the “OR” condition will apply.
However, you can target the intersection of two groups by applying the “AND” condition. To do this, make sure “And” is selected.
If no one matches the applied filters, an error alert will appear.
Points Budget
Points budget is where admins can control the total points budgeted for the award and set the amount of points given with each award.
To help admins set up awards and simplify management, first admins must choose whether they want to limit the number of points budgeted for this award.
By default, “Limit total points, but allow different point amounts per award” is selected. Admins are prompted to enter a “Maximum budget per period”.
Budget period can be week, month, quarter, year, or does not repeat. “Does not repeat” means that once the total points amount has been given, the award is deactivated. “One-time” with show in the “Budget period” column of the index table for awards with budget period “does not repeat”.
Once an amount is provided, an estimated budget is shown in the alert.
If admins want to establish a total amount of points budget for this award and standardize how many points are given with each award, they should choose “Limit total points and give the same point amount for each award”.
Admins provide an “Maximum budget per period” then determine the “Points per award” that is given for each award.
An estimated budget is shown in the alert. Maximum budget amount is divided by points per award to determine how many times this award can be given.
If admins don’t have a budget for this award in mind or want to see how it’s used before they place restrictions on it, they should choose “No limit on total points for this award”.
The alert reiterates that the award’s budget is unlimited and givers can give out this award as many times as they want with any point amount they like.
Recognition Posts
Use this section to customize the look and feel of your award posts.
First, upload an image for your award. Then, complete the following fields:
Title: Enter a title for your award.
How much control should givers have over the award message: Choose a message option:
Write custom message: Admins do not write any message text and givers are fully responsible for the message
Use provided message only: Admins can standardize the text that accompanies this award and givers cannot edit it
Edit provided message: Admins write a message that’s a starting point for givers to change if they wish
Visibility: Choose a visibility option:
Public: Everyone in the company can see who got the award
Private: Only the person who got the award, their manager, and admins can see it
Team: Only the person who got the award, their manager, and people who have the same manager as award recipient can see it
When you're done, click the Preview button to preview what users will see.
Approval process
The “Approval process” section lets admins determine when an award requires approval before points are distributed. Admins can configure who approves the award and create up to four approval steps.
By default, awards are automatically approved.
To set up an approval process, select Specific people must provide approvals.
The approval process can have up to four steps: first approval, second approval, third approval, final approval. You can specify one or multiple approvers for each step. To add an approver, type into the input and search by name or directly enter an email address.
Only one person per step has to review the request for it to be approved or routed to the next step in the approval process.
Award 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.
Giving an Award
If users are designated as an award giver, they will see the Award button in the give box at the top of their Bonusly homepage.
To give an award, click the Award button and select an award.
Then, complete the following steps:
Add a recipient and hashtag to your award post (if required). If the award allows you to give out different point amounts for each award, add a point amount.
If the award allows you to change the post visibility, choose your desired visibility setting.
If the award allows you to include your own message or edit the provided one, make any necessary changes.
Choose to show or hide your name from the award post.
Add images, other media, or even record a video to accompany your message.
Awards Feed
Once an award is approved, the post will appear in all relevant homepage feeds. Other users can comment, add-on, or react to award posts.