Automated Budgets

Create a New Automated Budget.
1.Navigate to Settings --> REWARDS & RECOGNITION Settings--> Automations-->Automated Budgets --> Create New Automated Budget.
Automated Budget
2. Click on Lets Begin to continue.
Automated Budget
3.Enter the Budget name , Description, and link the awards that you wish to allow this budget to be used for.
Budget details
4. Define the budget recipient rules and the cadence/frequency of budget distribution.Click to Continue.
Recipients
Frequency
5. Finally, set the number of points to be distributed on each run. This helps you manage the number of spends per month on different awards.
Points
Learn how to edit an Automated Budget from here for your org. 
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Last modified 11mo ago