Manage Awards

Awards are a great way to recognize your employee's achievements. Navigate to Platform Administration > Awards, Values & Gifts to manage all your award settings.
Set Up an Award
The process to create a new award consists of the following steps:
Click on Create Award under the Awards tab.
Select the type of award.
Enter the award details.
Define nominee, nominator and approver eligibility criteria.
Review and Confirm the settings.
Select Award Type
Spot Awards -  Spot Awards are generally for a special contribution accomplished over a relatively short time period. Use this option when award givers are eligible to give away awards directly, without needing approvals.
Awards that need approval - Use this option when the award needs to go through an approval process before being given to the awardee.
Add Award Description
Complete the award details. Select if the award will be for an individual or team. Award values are either fixed or within a range. 
Team/Individual award
As the name suggests, you may define an award for a team or an individual. 
Individual Award: Can be given to a single recipient.
Team Award: Can be given to two recipients or more.
Team awards require the permission to either divide the points equally among the team members, or each recipient individually receives the points configured.  
Range type award points
Awards of a ranging value can exist only for Spot Award. 
Award givers can give points within the range defined.
Define Nominator, Nominee and Approver
Restrict the usage of awards to specific groups of users by setting up constraints on nominator, nominee and approver eligibility. A couple of hypothetical examples would make these settings easier to understand.
ABC Corp. has instituted a couple of awards aligned with its business goals. Let’s review how each of these can be set up:
Example 1: The ”Jerry Maguire” award is meant for the best performer in the last quarter across the Sales department. Nominations may be raised by first-line managers and need to be approved by the VP of Sales. The settings for each field should be as configured as below.
Jerry Maguire - Nominee
Jerry Maguire - Nominator
Jerry Maguire - Approver
1.
Click on the edit icon within the ”Award Givers” section.
2.
Of the two options on the screen, select ”Specific People”.
3.
Under Filter, select ”Department”.
4.
Under Match Type, select ”Exactly Matches”.
5.
Under Values, select ”Sales”.
6.
Click the DONE button at the bottom right corner.
1.
Click on the edit icon within the ”Award Recipients” section.
2.
Of the two options on the screen, select ”Specific People”.
3.
Under Filter, select ”Relation to Nominee”.
4.
Under Match Type, select ”Exactly Matches”.
5.
Under Values, select ”L+1 (Immediate Supervisor)”.
6.
Click the DONE button at the bottom right corner.
1.
Click on the edit icon within the ”Approver Selection” section.
2.
Of the two options on the screen, select ”Specific People”.
3.
Under Filter, select ”Designation”.
4.
Under Match Type, select ”Exactly Matches”.
5.
Under Values, select ”VP - Sales”.
6.
Click the Done button at the bottom right corner.
Example 2: To promote excellence among all people managers, ABC Corp. has instituted the ”Herman Boone” award for excellence as a team leader. All employees except for the leadership team (vice presidents) are eligible for the award. Anyone may raise nominations for this award. The CEO or the CMO needs to approve the award. 
Herman Boone - Nominee
Herman Boone - Nominator
Herman Boone - Approver
1.
Click on the edit icon within the ”Award Recipients” section.
2.
Of the two options on the screen, select ”Specific People”.
3.
Under Filter, select ”Designation”.
4.
Under Match Type, select ”Is not one of”.
5.
Under Values, select ”Vice President”.
6.
Click the DONE button at the bottom right corner.
Leave this unchanged since everyone is eligible to nominate others. 
1.
Click on the edit icon within the ”Approver Selection” section.
2.
Of the two options on the screen, select ”Specific People”.
3.
Under Filter, select ”Designation”.
4.
Under Match Type, select ”Exactly matches”.
5.
Under Values, select ”CEO”.
6.
Next, click on the OR button on the first row.
7.
On the newly created row, select ”Designation” under Filter.
8.
Select ”Exactly matches” under Match Type.
9.
Select ”CMO” under Values.
P.S.: In the above example, the OR options help us specify the approver eligibility criteria (ANY) of the CEO and CMO. 
Use OR when matching ANY of the clauses is sufficient for eligibility. Use AND when matching ALL of the clauses is necessary for eligibility.
Advanced Settings
Some advanced features allowed in an award setup are as follows.
Award Self
When enabled, this allows a nominator to nominate themselves for an award.
Attach Certificate
Use this option to attach a certificate template to your award. Certificates are configurable and get populated with the awardees' details automatically.
Notify Stakeholders
With this option, notify people related to the awardee when an award is given. This can include relations like the manager, HRBP, department head, etc. Note that the awardee’s teammates are notified through email and other notifications for congratulating the award recipient. 
Edit an Award
The following steps can edit awards:
Under the AWARDS tab, hover over the award name and click on 
 icon.
Make the necessary changes and save your update.
The existing nomination will adhere to the previous award configuration.
Note: Once a award type is selected, it cannot be changed.
Enable/Disable Award
Control the awards that are eligible for usage by enabling or disabling them. Disabled awards will not show in the list of available awards when starting the awarding process.
Any nominations already created before an approval-based award is disabled will continue to exist. This only disables new nominations from being created. To remove nominations for a disabled award, urge the approvers to do so.
Under Awards tab, hover over the award you want to enable or disable. Click on the 
 icon. 
Then click on Enable/Disable award.
Alternatively, you may choose to set up a time period for which the award is enabled for use.
Give Award in Bulk
You can give a Spot Award in bulk. Follow the below steps to give an award in bulk.
Under Awards tab, hover over the award you want to edit. Click on 
. Make sure it is a Spot Award with individual nominee configuration.
Then click on Send Award in Bulk.
Giving an award in bulk can be done only by uploading a CSV file. Download the file template from the below process.
Fill the sheet, upload it then proceed to Select the budget from which reward points will be deducted.
In a range-based award, the points have to be entered in a separate column.
Delete Award
You may delete the award from the award menu. Click on 
then Delete Award.
Deleted awards will continue to be linked to their respective budgets and any pending nominations approvals will remain active until an action is taken by the reviewer/approver. View the history of the deleted awards in the Report section.

Awards, Values & Gifts

Manage Organization Values

Last modified 7mo ago

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Contents

Set Up an Award

Select Award Type

Add Award Description

Define Nominator, Nominee and Approver