Adding Points to Your Platform Follow
For your Awardco platform to operate smoothly, sufficient points to cover employee recognitions must be loaded into the platform. Your Awardco Implementation Consultant will take care of the addition of your initial points in your platform when you launch, but the subsequent addition of points will fall to your administration team. The following guide explains why it's important to know what invoicing structure you're on and how to load points into your platform.
The way your Awardco account is funded depends on your initial configuration. To review the funding options, please visit the Funding Your Account article. As always, any questions about your account funding, invoices, or platform finances can be directed to your Awardco Client Success Manager or Account Executive.
Adding Points to Your Platform
Adding points to your platform is a straightforward process once you understand how you are billed. To access the funding page, log into your account, navigate to the admin section, and click the dollar bill icon just to the left of your name.
This will take you to the funding page on which you can view the following:
- Funding and points summary sidebar
- Log of each time points have been added to your account in the past
- "Add Points" button near the top right corner of the page
To add points to your platform, click the "Add Points" button. You will be asked to enter the number of points you would like to add to the platform. Enter a value in either the points or funds boxes and the equal value will automatically be filled in the other corresponding box. For your convenience, your platform's point to currency ratio is displayed directly below these boxes.
Once you have entered the amount of points you would like to add to your platform you will be required to attach a note to the deposit. We highly recommend being as detailed as possible when creating this note. Over the life of your account the past deposits table on this page will become quite full and the details left in this note will be helpful should any questions about a deposit arise. After you've completed the form click "Add Points," and confirm the deposit.
Once you have successfully added the points to your account, you will see the newly deposited points on the "Company Account" line under the points summary in the sidebar. From here, navigate to the budgets tab to distribute your newly deposited points. For instructions on budget management, please visit our Managing Budgets article.
If you feel this article left your questions unanswered, please contact your Client Success Manager so we can better assist you.