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How to set up Claimable Awards
How to set up Claimable Awards

Claimable awards are a customizable feature for recognizing proactive employees for reaching company initiatives

Adrianne Hipsher avatar
Written by Adrianne Hipsher
Updated over a week ago

Intended Audience: Admins with Pro account or related custom features. Learn about all the fun features of Bonusly Pro.

Claimable Awards encourage proactive participation among users, allowing them to advocate for themselves and eliminate the feeling that certain work goes unnoticed. With fixed bonus reasons and amounts, companies can increase recognition for initiatives while streamlining admin work! 🎉

You can use Claimable Awards to recognize users for:

  • Attending conferences

  • Completing training

  • Writing content for social media or blog posts

  • Referring new customers

  • Completing wellness initiatives like getting a flu shot or walking 10,000 steps

  • ...and so much more!

Who can manage this feature?

🧑‍🔧 Global admins

💼 Pro and Custom customers

To upgrade your account to Pro, go to your billing page and view your subscription plan. Once you've upgraded, you'll be ready to set up your own Claimable Awards!

Setting up a new Claimable Award

First, head to the Awards page by clicking on the link under admin tools. Select the “Claimable” header at the top of the page:

Overview of the Awards webpage with the "Claimable" section selected.

Once in Claimable Awards, click on the "+ Create new Award" button on the right:

Clicking on the "Create new Award" button on the right-hand side of the Awards page under the Recognition Admin menu.

In the Create a Claimable Award modal that appears, fill in the provided sections:

  • Award name: Name of the award.

  • Image: (Optional) Upload an icon of your choosing. 

  • Description: Describe what action needs to be accomplished in order to claim this award.

  • Quantity: Define the maximum amount of times the award can be claimed per month. The quantity will reset monthly for users just like your monthly bonus allowance and is required for auto-approval. Claims submitted after the quantity limit is reached will roll over to the next month for approval. For auto-approval, once the quantity is reached the award will be "out of stock" until the beginning of the next calendar month.

First step in creating a claimable award where the following information is inputted before clicking "Next": Award name, Image, Description, Quantity.

Once you have filled out the required information, select "Next" to continue to the Bonus template:

On the Bonus template page, provide the following information: 

  • Bonus amount: The amount each individual Claimable Award is worth.

  • Bonus text: The explanation of why the user is receiving this reward. 

  • The Award bonus preview will show you what the bonus will look like in the Bonusly feed. 

Step two of creating a claimable award, which includes Bonus amount and Bonus text along with an award preview, before clicking on "Next" to proceed.

Select "Next" to move on to select Award Approvers:

All Claimable Awards will default to automatically approve an award, but with a quick toggle, you can set any user to approve an award.

Third and final step to creating a claimable award, showing how to toggle the "Automatically approve award" toggle switch.

If you'd like to include approvers, toggle the automatic button off to gray. Then select the approvers who you'd like to review first in Level 1. When there are multiple approvers in a level, only one person has to review the request in order for it to be approved.

If you decide to add additional approval levels by clicking on the "Add Approval Level" button, the Level 1 approver(s) must approve the claimable award first, before the Level 2 approver(s) get notified and are able to approve next. For example, if there are three levels to a claimable award, Level 1 must approve before Level 2 can approve, and Level 2 must approve before Level 3 can approve. All levels must approve in succession in order for the claimable award is awarded. Always make your Award Approvers aware of their responsibility along with what level approver they are so the employee claiming the award is able to receive their award in a timely manner! 🤗

If the "Automatically approve award" toggle switch is turned off, then specific users can be added as award approvers and there can multiple levels of approvers.

Finally, click on the Create Award and that's it! You're all set! 🎉 Claimable awards will be immediately ready for users to claim:

Main awards section showing the new claimable added.

Ready to learn more about Claimable Awards? Check out these related articles: 

FAQ

Where do the points from a Claimable Award bonus come from? 

Claimable Award points come directly from the company, not an individual user’s allowance balance.

How do I pay for these points?

Just like other allowance points, companies only pay for rewards when they're redeemed, never any unused points. 

Questions about setting up your Claimable Awards? Contact us at [email protected]!

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