Awardco Slack Integration Setup Follow
For those organizations utilizing Slack as their preferred business communication platform, recognizing your employees and coworkers has never been easier. The Awardco Slack integration allows you to process recognitions with your established Awardco recognition programs directly in the Slack application. Here we will walk through linking your accounts, first in Slack and then in Awardco, and how to process a recognition.
This integration is only available for systems utilizing the Recognition Programs feature and your Slack workspace can only be connected to one Awardco platform. If your organization uses one Slack workspace and multiple Awardco platforms, you will need to choose one platform to integrate. For questions about this feature, please contact your Account Manager.
Linking your Awardco and Slack Accounts
Step 1 - Adding the Awardco App to Your Slack Workspace
Begin by logging into your Awardco account and in the browser URL, type your Awardco platform URL followed by /slack/install. It should look like this:
You will be brought to a Slack webpage asking you to sign into your workspace if you are not already logged in. Once logged in, or if you are already logged in to your Slack workspace, you will be brought to this screen where you will need to give Awardco permission to access your Slack workspace. Click "Allow."
After clicking "Allow" you will be presented with a confirmation page letting you know the Awardco app has been added to your Slack workspace. From here, leave your browser and go to Slack.
Step 2 - Connecting Your Slack and Awardco Accounts
Open your Slack application and navigate to any Direct Message or Channel. In the message entry field, type "/recognize" and hit enter. Don't worry, sending this command will not send a message.
Once the command is sent, a message will appear directing you to connect your Slack and Awardco accounts. Click the "Connect Account" button.
The link will take you to your Awardco platform and will automatically authenticate your connection once you log in. Once you see this second confirmation screen, you are all set up and ready to recognize in the platform.
Two quick things to note. The "Connect Account" message and button will not automatically disappear once the accounts are linked. If you are able to follow the directions in the next section successfully, your accounts are connected and you can disregard the "Connect Accounts" button and accompanying message. Please also note that each individual employee will need to follow the directions in Step 2 to connect their individual Awardco and Slack accounts. You can direct these employees to Send Recognition in Slack to follow setup instructions for a non-admin user.
Sending Recognitions in Awardco via Slack
Now that your Awardco platform and Slack workspace are connected, you're ready to begin recognizing. To start, go to the channel or direct message you would like the recognition displayed in, type '/recognize' and hit enter. When you hit enter, a recognition pop-up will appear and will prompt you to search for the user you would like to recognize. Search for the user, select the user, and click "Submit." The recognition won't be sent just yet, though—the system needs more information before that happens. You can select as many users as you want.
Remember, this app is an extension of the recognition programs you have configured in your Awardco platform. This means all eligibility rules, limit guidelines, and approval systems you have in place in the platform will be in place in this app as well. This will function exactly like your in-platform recognition programs. If you mess up along the way, just click "Cancel" and start again from /recognize.
If you are eligible for multiple recognition programs, you will select those here.
Finally, complete the recognition form required for the associated recognition program. If a budget is associated with the program, you will be able to designate the value of the award here.
At this point, when you click "Submit" the recognition will be sent in the channel or direct message you are in and will be processed in your Awardco platform. If approvals are required for the program you selected, the recognition will be placed in the appropriate approval queues. If no approvals are required, you will be able to see your recognition in the platform immediately.
Please note, submitting a recognition in a direct message does not necessarily mean the recognition will post as private in your Awardco platform.
If you feel this article left your questions unanswered, please submit a Support Ticket so we can get in touch with you.