Every Bonusly user has a monthly allowance to give to their peers to recognize outstanding work and valuable contributions. We call these giveable points. Unless custom rules are set, each user receives the same amount regardless of department, location, or role.
Base monthly allowance
Bonusly admins can set the size of their users' monthly allowance by entering it into the 'Monthly Allowance rules' field in the Admin > Company > Recognition settings tab of the Admin panel. You can choose any amount greater than 10. Once you've updated this value, click the "Save Settings" button at the bottom of the page.
Setting custom allowance rules
You can also set custom rules based on certain conditions, such as department, location, or role. To do this, click on the "Manage custom settings" link under "Monthly Allowance rules":
The default setting will show that you have "No rules defined." To create a new rule, click the "New Rule" button at the top right of the page:
First, you will set the amount of giveable points for this group. We're going to give users with their department set to "Leadership" 400 points per month. We've put 400 in the "Monthly allowance amount" field:
Click the "Add a condition" button, select the "Department" option, and select "Leadership":
After you've clicked submit, you will see your new rule appear:
The rules you set on this page for custom allowances will replace the regular monthly allowances for these users. This means that the custom allowances will take the place of the regular allowances, not add to them.
Allowance rules per direct report
You also have the option to give users with direct reports a specific number of points per direct report. For example, let's say we want to provide all managers with five extra monthly points per direct report. You would put 5 in the "Additional allowance per direct report" box
Example: if Jane Doe has five direct reports, she will receive an additional 25 monthly points to give away.
You can also set custom rules for the "Additional allowance per direct report" field, similar to the custom rules for the base monthly allowance outlined above. To do so, click the "Manage custom settings" link beneath the "Additional allowance per direct report" section.
The custom rules set on this page will overwrite the base additional allowance per direct report.
FAQ
What if a user matches multiple custom rules that I've set?
If multiple custom "Monthly Allowance rules" match, the rule with the highest value will be used for that user.
What if someone gains additional reports in the middle of the month? Will their monthly allowance increase accordingly?
No, they will not receive extra points for expanding their team until the following month.
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