This article is for the Super Admin and Admins.
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.
You can create a budget any time by going to Manage > Budgets. These budgets concern Giving points and can only be used for recognition or (in the case of team leads) as campaign awards. The users who receive a budget cannot use the points for redemption.
If this is the first time you create a budget, make sure to choose your preferred 'Budgetary Time Period', meaning the period after which your budgets will reset. You can choose among four time periods: Weekly, monthly, quarterly, or yearly (only the Super Admin can edit the budgetary time period).
Note: If the 'yearly' reset period is selected, you have to indicate your fiscal year starting month and this will be when your budgets will reset.
If you have existing budgets and you want to change the Budgetary Time Period of your program, a Preview will let you see how your existing budgets will convert before you click 'Save'. Once saved, the changes will apply immediately.
Global Budgets can be edited by the Super Admin and let you easily set a point budget for all employees and/or all team leads in your program.
Note: Team leads are employees too, so if you create Global budgets for both employees and team leads, team leads will receive both budgets.
By default, Global Budgets are set to zero. To edit a Global Budget, click 'Edit' and:
1. Decide how many Giving points should be given to the recipients.
2. Choose a renewal option: Renews every [time period] forever / Renews every [time period] for [X time periods] / Doesn't renew.
3. Review and click 'Save'.
Note: Global Budgets are credited to employees and/or team leads' giving balances right after you click 'Save' and renew based on the selected budgetary time period. If you add new users after creating/editing global budgets, they will only receive the budget new time it renews.
Custom Budgets let you create a point budget for specific employees / team members / team leads.
1. Click 'Create Custom Budget'.
2. Give a name to this new budget.
3. Select the budget's recipients.
If you selected 'Team Leaders of' or 'Team Members of', then the next step is to select which team(s) the budget applies to (e.g: if you select 'Team Leaders' as the targeted role, then you can apply this budget to the leads of all teams or only certain teams). If you selected 'Employees', then you can select all employees or only certain employees.
Note: Before creating a budget for team members or team leads, make sure you create at least one team.
4. Enter the number of points for this budget.
5. Set the budget's renewal: Renews every [time period] forever / Renews every [time period] for [X time periods] / Doesn't renew.
Note: If you choose the 'Doesn't renew' option, the budget's points will remain in its recipient(s) giving balances at the end of the budgetary time period (the budget's points won't reset).
6. Click 'Create Budget'.
You can Edit all budgets' point amount and renewal options as well as Custom Budgets' name and recipients at any time (any change to the point amount will take effect on the next budgetary reset period).
You can Delete a Custom Budget at any time. However, deleting a custom budget will not remove any Giving points from the budget's recipients' balances. It will simply prevent this budget from renewing.
Still need help with your budgets? Leave us a message by clicking the '?' at the bottom corner of your screen.