Customize Recognition Settings Follow
This article will walk you through the different ways you can configure your recognition program using the Recognition Settings.
Steps to toggle settings
- In your account click "Admin"
- Click "Settings"
- Click "recognitions"
Visuals for Navigation
First, you'll need to Log In as an Admin and click on the Settings tab.
In the Settings bar, click on the Recognition button and you will be directed to the Recognition Settings page.
The recognition settings page is where you will configure your recognition program. Keep in mind that these settings apply only to the recognitions that are carried out through the recognition tab on the front-end of the platform. Automated service award and birthday recognitions can be managed clicking on their respective tabs also found in the settings bar.
First, you will need to decide if you're going to allow recognition at all by toggling it On or Off. Turning recognition Off will completely remove the recognition tab from the front-end of the platform. Keep in mind that switching Recognition to Off will not disable any automated service award or birthday programs you may be running.
You also have the ability to customize how the recognition tab will be labeled by entering your desired label in the Recognition Label field. Leaving this field blank will leave it as the default Recognize.
The text you enter as the recognition label will be immediately reflected on the Recognition tab.
Next you can choose to use the advanced or basic version of the recognition form. This is the form that users will fill out when recognizing others. You can switch back and forth between each form by clicking Advanced or Basic.
Note: the Basic recognition form is more widely used and tends to be more intuitive for the average user.
Advanced Recognition Form
The Advanced Recognition form is great for all-in-one Recognition. You can search through Users (by their username) by typing in "@" and then their name. Hashtags can be added directly into the text. If you aren't sure which Users or Hashtags are available, you can pull them up by typing "@" or "#" into the Recognition text box.
Select which Budget a monetary Recognition will come from. Enter the Amount you want to give the recipient. Select whether it will be Public (available on your company's Social Feed) or Private (only available to the recipient), and then hit Recognize to send it.
Basic Recognition Form
The Basic Recognition form breaks out the user and message options and puts them each in their own field. It also includes a hashtag search bar to let Users see which hashtags are available to them.
You can search users by typing their name into the users bar. The Reason for Recognition box is where you will type out your message to the intended recognition recipient. Typing a "#" in the tags box will pull up a list of available hashtags that can be added to the recognition.
If you have Budget access, you will need to select the Budget from which you will pull any monetary value that you may be adding to the recognition. Enter the Amount you want to give the recipient. Select whether it will be Public (available on your company's Social Feed) or Private (only available to the recipient), and then hit Recognize to send it.
Recipient Privacy Setting
For some people it’s important to be recognized publicly, but for others, they may prefer it to be private. As an admin, you may offer your users the option to receive their recognitions privately instead of publicly. This feature is disabled by default; however, you may contact your Client Success Manager to enable it. Note: settings for individual users will default to the same settings as the admin.
For users, this setting is activated by switching the private recognition toggle to “On” on the my account page in the user’s profile. Recognitions for users who enable this feature will not post to the public feed. Others will not be able to comment, react, or be notified whenever this user is recognized. However, the user will still see all their recognitions in their feed as normal, but they are still private to them.
Recognitions can have a greater impact when you consider the preferences of the person receiving them.
*If at some future point you decide to disable this feature for your company, all users who have toggled their privacy settings to "On" will remain in privacy and will need to be toggled to "Off" either by the user or user impersonation as an admin.
Social Feed Options
To change the configuration of your organization's social feed, simply turn the options On or Off.
If you want everyone to be able to see recognition messages, turn On the social recognition option. To keep recognition messages private, turn Off the social recognition option.
Votes and comments will only be available if social recognition is turned On.
Turning On the votes option will let users to add emojis to indicate that they like a posted recognition message.
Turning On the comments section will let users respond to posted recognition messages with their own comments.
With the Help button, you can display a link on the recognition form that will direct your employees to your organization's recognition guidelines. To access and edit these guidelines, simply click on the Edit button next to Help.
By clicking on the Help button, you will pull up the recognition help content window. The Display bar is where you will specify how you would like the help link to be labeled. The Content box is where you will include the actual guidelines.
Once you have filled out the necessary fields, be sure to click Save. You will find that your helpful link is now active and can be found on the recognition form.
Managers have the ability to print off a recognition and give it directly to on of their employees. The Print Template can be customized by clicking on the Edit button found next to Print Template.
The print templates are HTML based but can also be edited using our template builder. If you aren't comfortable or familiar with HTML, please feel free to reach out to your Awardco Client Success Manager regarding our different custom design options.
As a platform Administrator, you also have the ability to add/edit your the different email templates used by the platform to communicate with your users. The email templates can also be created and edited using HTML.
You can edit a template by clicking its name.
You can click Add Template to create a new one.
You can get rid of any template except the standard recognition template by clicking Delete.
If you have more questions, please tell us how we can improve and clarify this topic by commenting below. You can also submit a Support Ticket for more assistance.