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 infinite 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 'Budget reset frequency', 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 budget reset frequency).
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 Budget reset frequency 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 let you easily set a point budget for all employees and/or all team leaders in your program.
Note: Team leaders receive the Global budget (so if you set a Global team leaders budget, they'll receive both budgets).
By default, Global Budgets are set to zero. To edit a Global Budget, click 'Set' and:
1. Decide how many Giving points should be given to the recipients.
2. Choose a renewal option: Allocate this budget now and reset every [time period] forever / Renews every [time period] until a set end date/ never reset.
3. Review and click 'Save'.
Note: Global Budgets are credited to employees and/or team leaders' giving balances right after you click 'Save' and renew based on the selected reset frequency. If you add new users after creating/editing global budgets, they will only receive the budget the next time it renews.
Global Team Leaders Budget
Global Team Leaders Budget works exactly the same way as the Global Budget except that this budget is only given to people with a Team Leader role.
Note: This budget is attributed based on the number of managed teams (e.g: if a user is the team leader of two teams, they'll receive the global team leaders' budget twice).
Custom Budgets let you create a point budget for specific people / team members / team leaders or based on the custom fields you select.
1. Click 'Create'
2. Give a name to this new budget.
3. Select the budget's recipients.
If you selected specific 'Team Leaders' or 'Team Members', 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 leaders of all teams or only certain teams). If you selected 'Specific people', then you can select all people or only certain persons.
Note: Before creating a budget for team members or team leaders, make sure you create at least one team.
4. Enter the number of points for this budget.
5. Set the budget's frequency: Resets every [time period] forever / Resets every [time period] until a set end date (select the end date) / Never resets.
Note: If you choose the 'Never reset' option, the budget won't renew but the budget's points will reset in its recipients' (giving) balance at the end of the reset frequency period.
6. Click 'Create.
You can Edit all budgets' point amount and reset options as well as Custom Budgets' names and recipients at any time (any changes will take effect on the next budget 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-right corner of your screen.