How to Allocate Point Allowances

Providing point allowances is a great way to ensure that employees feel valued and recognized for their contributions, fostering a positive and motivating work environment.

Assigning Points from your company's Point bank to employees is simple. Follow the steps below to allocate points effectively:

Step-by-Step Guide to Allocate Points

  • Set Permissions:
    • Decide who will have the ability to allocate points to employees. This is typically reserved for those with administrative roles.
    • Set up this permission under Employees > Roles.
    • Once you've selected the employees you'd like, simply click on "see permissions" and you'll be able to turn on and off the permissions for those roles.


  • Navigate to the Points Allowances Module:

    • Go to Billing > Points.
    • Under Points Allowances, you can see who is receiving points and how many.
    • You'll notice a filter to the right. This allows you to view name, role, allowance and auto points.


  • Modify Point Allowances:

    • To change the number of points an employee receives, click the empty box to the left of their profile.
    • Enter the number of points you wish to assign to each participant.
    • Select the type of deposit:
      • One-time purchase: Deposit the indicated amount in the wallet(s) one time.
      • Schedule Monthly Auto Points: Here you will have the option for a monthly refill or a monthly deposit. 
        • Monthly refill: This will top up to the fixed monthly amount selected.
        • Monthly deposit: This will continue to deposit points, despite how many points are currently in the company bank.
      • Automatically refill up to the indicated amount every month: Refill the wallet(s) up to the indicated amount every month. Only the balance missing from your designated monthly allowance will be filled automatically.
    • Once you're done with the selection, click APPLY to finalize.

Important: Once this step has been completed, you must go back and ensure to allocate initial points to your employee(s).


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Tip: Setting up a monthly automatic deposit helps you avoid the hassle of making manual changes each time, reducing the risk of forgetting to allocate points and ensuring a consistent reward program.

  • Modify Allowances:

    • If you've made a mistake or want to change something, there are two ways to make a modification, simply select "Withdraw Allowance."

How Participants are Notified of Their Recognition Allowance

    • The system will automatically send an email notification to participaimage-png-Jun-07-2024-03-56-35-8483-PMnts who have been granted a Recognition Allowance.
    • Participants will also see a 'Recognition Allowance' wallet icon appear on the bottom left of the Applauz app's main navigation bar.
 

 

Note: Recognition Allowances will be auto-refilled as long as you have a Points balance remaining in your company bank. If company Points run out, an email will be sent to the Administrator informing them, and they will need to purchase Points again.

 

For Employees:

Users are able to view their points balance and allowance by simply clicking on the points option in the dropdown of their profile.

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