Create a one-time budget | qarrot

Create a one-time budget

This article is for the Super Admin and Admins.

First, go to Settings and ensure that under Budgets 'All budgets are one-time' is selected.

IMPORTANT: When you change your budget settings, all existing budgets are deleted. This is because you can either have one-time budgets or recurring budgets, but not both at the same time.

You can create a one-time budget any time by going to Manage > Budgets and selecting 'CREATE BUDGET'.

1. Select either 'By Employee' or 'By Role'. This allows you to either set-up the budget for a specific role (e.g. Team Leads) or for specific employees.

2. If you selected 'By Role', then the next step is to select which team(s) the budget applies to. For example, if you select 'Team Leads', then you can apply this budget to the leads of all teams or only certain teams. If you selected 'By Employee', then you can select all employees or only certain employees.

3. If you selected 'By Role', now you can choose which role the budget applies to: either Team Leads or Team Members. Remember, this only applies if you have created at least one team. 

Note: You don't need to create budgets for Admins as the Super Admin and Admins have an unlimited number of points to recognize employees with. 

4. Enter the amount of points for this budget. These are GiveAway Points and can only be used for recognition or as campaign awards. For example, if you create a budget of 25 points per month for regular employees, these can only be used for recognizing other co-workers. The employees who receive this budget cannot use the points for redemption.

Note: You can add, edit, and delete budgets any time.