Configuring Recognition in the Admin Portal

Accessing the Admin Portal. Before configuring Recognition:

1. Log in to your Admin Portal. All Recognition configuration is done from here.

The setup happens in two phases: 

Phase 1 – Handled by Your CSE

1. Your CSE will activate Recognition for your company, so the feature becomes available for all eligible users.

2. Configure peer-to-peer settings and help you connect Gifted if you want recognitions to include points or gift cards.

3. Set up your reward policy – only if:

   • Your company doesn’t already have a rewards system, or

   • Recognition is new to your existing rewards policy.

Once Phase 1 is complete, you can move on to the HR-managed configuration.

Phase 2 – HR Configuration in the Admin Portal

Admins set up:

• Point allocation rules
• Message and gift card templates
• Automatic recognitions
• You can also send One-Time Recognitions for ad hoc events.

Step 4: Point Allocation for Peer-to-Peer Recognition

Purpose:
Point Allocation determines how many points employees receive to give to their coworkers when sending peer-to-peer recognitions.

1. In the Admin Portal, go to:
   Recognition → Point Allocation

2. Click Add New Level.
   A drawer will open.

3. Configure the level:

   • Job Title / Level:
     Select the job title or level this point allocation applies to.

   • Points:
     Enter how many points employees in this role receive to give to peers.

   • Frequency:
     Choose how often points refresh (e.g., weekly, monthly).

4. Review the reset information:

   • Last Reset

     • Shows the date and time when points were last reset for this level.

     • Displays “Never” if points have never been reset.

   • Next Reset

     • Shows the scheduled date and time for the next automatic reset based on the selected frequency.

     • Displays “Not scheduled” if the frequency is set to Never.

5. Click Save Changes.

   • All users assigned to that job role will automatically receive points—to give to coworkers—based on the selected frequency.

   • Points are always credited on the first day of the chosen cycle.

6. For brand-new setups, use Force Reset:

   • This immediately distributes points to all applicable users in the configured roles.

7. Set a Default Role:

   • This is important for users whose job title may be missing in the database.

   • Ensures everyone receives an appropriate point allocation and lets you vary amounts by company level or job title

Step 5: Template Management

Purpose:
Template Management allows you to create preset messages and gift card layouts that employees will use when sending recognitions.

1. In the Admin Portal, go to:
   Recognition → Template Management

2. You will see two template types:

   • Message Templates

   • Gift Card Templates

How to Create a New Template

1. Click Add New Template.
   A drawer will open.

2. Template Name

   • Enter a unique name for the template.

3. Template Type

   • The type will be pre-selected (Message or Gift Card) based on where you clicked.

   • You can change it if needed.

4. Gift Card Templates (if selected)

   • Recent gift card designs from Gifted will be visible.

   • Select the design you want—this is what end users will see when they receive a gift card.

   • The gift card value is configured later when:

     • Creating a recognition, or

     • Setting up an automated recognition.

5. Occasion

   • Choose an occasion for the template:

     • Birthday

     • Work Anniversary

     • Custom

   • This helps filter and organize templates later when configuring automations.

6. Template Content

   • Add the message content for the template.

   • This content appears in system-generated emails or posts.

   • Note: This applies to system messaging—not the content provided directly by Gifted.

7. Click Save to finish creating the template.

Step 6: Automatic Recognitions

Purpose:
Automatic Recognitions let you celebrate employees automatically for recurring events like birthdays and work anniversaries.

1. In the Admin Portal, go to:
   Recognition → Automated Recognition

2. Click Add New Recognition.

3. Configure recipient targeting:

   Job Title > Select the job title. >The receiver’s job title should match this role.

4. Set the Occasion Type:

   • Choose Birthday or Work Anniversary.

   • For Work Anniversaries, you can set the milestone year (e.g., 1 year, 5 years, 10 years).

5. Set the Reward:

   • Choose the points and/or gift card amount the employee will receive.

6. Optional: Select a Template

   • Choose a template created in Template Management to personalize the recognition.

7. Add the Message

   • This will be included in the automated recognition.

8. Choose the Communication Mode:

   • Email

   • Post (note: posts are public)

9. Click Create Recognition Type to save and activate the automation.

If you manage multiple enterprises, select the appropriate enterprise and repeat the setup as needed.

One-Time Recognitions

Purpose:
Use One-Time Recognitions for ad hoc or day-to-day events, such as a special project, a big win, or a timely achievement.

1. In the Admin Portal, go to:
   Recognition → One-Time Recognition

2. Fill in the details:

   • Occasion Name

     • Describe what the recognition is for (e.g., “Q3 Sales Win”, “Team Launch Success”).

   • Reward Type

     • Choose to give wellness points, a gift card, or both.

3. Optional: Select a Template

   • Choose a template from Template Management to keep your messaging consistent.

4. Communication Mode

   • Choose Email or Post.

5. Add your Message

   • This is what the recipients will see.

6. Add the Recipients

   • Type their names or email addresses to select the users.

7. Click Send Recognition.

   • Your one-time recognition will be delivered instantly.