This article is best for:
- Global admins
- Connect and Custom customers
To upgrade your account to Connect, go to your billing page and view your subscription plan. Once you've upgraded, you'll be ready to set up your Incentives.
Incentives 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 Incentives 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!
Setting up a new Incentives
First, head to Manage Admin Settings>Recognition> Awards, Celebrations & Incentives page by clicking on your profile picture.
Select the “Incentives” header at the top of the page:
Once in Incentives, click on the "Create New" button on the right:
In the Incentive modal that appears, fill in the provided sections:
Incentive: Name of the Incentive.
Badge: (Optional) Upload an icon of your choosing.
Description: Describe what action needs to be accomplished in order to claim this Incentive.
Quantity: Define the maximum amount of times the Incentive can be claimed per month. The quantity will reset monthly for users just like your monthly bonus allowance and is required for auto-approval. Incentives 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.
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:
Points: The amount each individual Incentive is worth.
Message: The explanation of why the user is receiving this reward.
The Incentive bonus preview will show you what the bonus will look like in the Bonusly feed.
Select Next to move on to select Incentive Approvers:
All Incentives will default to automatically approve but with a quick toggle, you can set any user to approve an award.
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 can 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 for the Incentive to be awarded. Always make your Incentive Approvers aware of their responsibility, along with what level approver they are, so the employee claiming the award can receive it on time.
Finally, click on the Finish button and that's it! You're all set! Incentives will be immediately ready for users to claim:
Ready to learn more about Incentives? Check out these related articles:
Managing Incentives (for admins)
How to claim an Incentive (for all users)
How to review pending Incentives (for all users)
FAQ
Where do the points from an Incentive bonus come from?
Incentive 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? Send us a note to [email protected]; we'd be happy to help!
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