This article is for Super Admins and Admins.

Budgets allow you to give Giving points to specific users so they can recognize colleagues or (for Team Leaders) award points in campaigns. These points cannot be redeemed by the recipients—Giving points are only for sending recognition.

Important:
Super Admins and Admins always have unlimited Giving points, so you do not need to create budgets for them.

Before you create a budget

You can create or manage budgets at any time from Manage > Budgets.

Choose your budget reset frequency

The budget reset frequency decides how often budgets renew. You can choose:

Weekly
Monthly
Quarterly
Yearly

Only the Super Admin can edit the reset frequency.

If you select Yearly, you must choose your fiscal year start month. Budgets will reset in that month each year.

Additional notes

Giving points do not roll over. If recipients don’t use their Giving points before the reset date, the unused points will be lost.

New recipients receive the budget at the next renewal. Adding someone to a budget mid-cycle will not credit points immediately.

Budgets only apply to Giving points. Recipients cannot redeem them.

Global Budgets

Global Budgets let you allocate a Giving point budget to all users in your program. Every active user—whether an employee, Team Member, or Team Leader—receives the same Global Budget amount.

Team Leaders will also receive the Global Team Leaders Budget if one is set.

By default, all Global Budgets are set to 0.

How to edit a Global Budget

Click Edit on the Global Budget :
Enter the number of Giving points each user should receive.
Choose a renewal option:
- Allocate this budget now and reset every [time period] forever, or
- Allocate this budget now and renew every [time period] until a set end date, or
- Allocate this budget now and never reset
Review your settings and click Save.

What happens next:
All users receive their Global Budget immediately after you click Save when you initially set it up. New users added later will receive the Global Budget at the next renewal. Changes to the budget's points or renewal option take effect at the budget's next renewal.

Global Team Leaders Budget

The Global Team Leaders Budget works similarly to the Global Budget but applies only to users with the Team Leader role.

In this case, the budget is allocated per team led.

For example, if a Team Leader manages two teams, they will receive the Global Team Leaders Budget twice—once for each team.

This allows you to scale budgets based on leadership responsibilities across multiple teams.

Custom Budgets

Custom Budgets let you allocate Giving points to specific users or groups based on flexible criteria. You can target:

Specific people
Specific Team Members
Specific Team Leaders
Groups selected using attributes

Custom Budgets for Team Leaders offer an additional option: you can allocate points based on the number of members in the teams they manage (their direct reports).

How to create a Custom Budget

Click Create.
Enter a name for the budget.
Choose the budget recipients:
- Specific Individuals
- Specific Team Leaders (required for setting budgets based on team size)
- Specific Team Members (requires selecting applicable team(s))
- Groups defined by custom fields

Note: To create budgets for Team Members or Team Leaders, you must have at least one team created in your program.

4. Enter the number of Giving points for this budget.

5. Set the budget frequency:

Resets every [time period] forever
Resets every [time period] until a set end date
Never reset (note: if you select Never reset, the budget will not renew again. However, the recipients’ Giving balances will still reset at the end of the renewal period)

6. (Optional) Allocate points based on team size
If you selected Specific Team Leaders as the recipient type, you can set the budget amount to scale with the number of direct reports in their selected teams.

To do this:

Under Allocated points, choose Set amount per member of the selected teams.
Enter the number of points to assign per team member.
The system will multiply this amount by the number of members across the Team Leader’s selected teams.

Example

If you set the budget to 10 points per team member, and a manager leads two teams with 5 members each, the manager will receive:

10 points × 10 members = 100 points

If additional members are added to those teams later, the manager’s budget will automatically increase at the next renewal to reflect the new team size.

7. Click Create to save the budget.

Editing, Disabling, and Deleting Budgets

You can manage any existing budget—Global or Custom—directly from the Manage > Budgets page.

Edit a budget

You can update:

Point amounts
Reset options
Recipient lists (for Custom Budgets)
Budget name (for Custom Budgets)

All edits take effect at the next budget reset.

Enable or disable a budget

You can disable or re-enable any Global or Custom Budget at any time by toggling it On/Off from the Budgets list.

When disabled:
The budget will not renew at the next reset, and recipients will not receive new points.
When re-enabled:
The budget will resume its renewal cycle at the next scheduled reset.

Disabling a budget does not remove any Giving points that were already allocated.