Are You Taking Over as an Awardco Admin?

Welcome to Awardco! It’s possible you were given the keys to Awardco and you might not have a solid idea of where to begin. In this article, we’ll explain the tools you have at your disposal to help manage your organization’s platform successfully and with ease. Awardco has great potential to positively change how your employees feel at work, and we want you, as the admin, to feel empowered to promote a culture of recognition! Some key purposes your organization has chosen Awardco is to improve employee productivity, increase employee retention, and promote core values. Below is your cheat sheet for ensured success: 

1. Admin Dashboard
2. Viewing Your Programs
3. Budget Management
4. Employee Information Transfer
5. Reporting
6. Support & Expansion

Admin Dashboard

When logging into your organization’s Awardco homepage, you’ll notice the “Admin” button at the top right of the screen. Select this to access the Admin portal. Here you’ll be able to edit back-end settings of your platform. Your first view will be the dashboard, a page of key metrics and data visualizations that will help you to know if your platform is running smoothly. Towards the top you’ll see information on how many programs you’re running. You’ll then see stack bar graphs, lines graphs, and pie charts summarizing spend, reach, recognition, and redemption data across your organization. Please reference this article for more information on how to filter and interpret this data.

 

Viewing Your Programs

The top view of the dashboard gives you a preview of how many programs your organization is running. To view those individual programs, follow the click paths listed below for each program type. Reference the links to the program type’s corresponding article to find out more about how to view and edit these program settings.

• Recognition Programs: Admin>Settings>Recognition Programs
• Automated Programs
  • On-boarding: Admin>Settings>On-boarding
  • Service Awards: Admin>Settings>Service Awards
  • Birthdays: Admin>Settings>Birthdays
• Earn Programs: Admin>Settings>Earn Programs

If you would like to explore adding a program you don’t currently have, please discuss with your Awardco representative or contact [e-mail] 

 

Budget Management

Funding Your Account

To find out more about how you’re funding your Awardco programs, please refer to the Funding Your Account article. This article will walk you through the specifics on setup, invoicing timelines and methods, and the basic terms and conditions associated with billings from Awardco. Each available funding method is explained there. If you're unsure of which billing method you were set up on, contact your Awardco representative.

Adding Points

In the Admin portal you will see a dollar bill icon with a plus sign, just to the left of your name in the top right corner of the screen. Click this icon to be taken to the funding page. On this page you can see the full history of point addition to your platform. Here you will also see a button labeled "Add Points." Click this and fill out the form in the window that pops up. Enter the funds you would like to add and be sure to include a note. This will be an incredible help in the future if you ever need to look back at the points added and need to remember why they were added. 

Managing Budgets

Once funds have been added to the account, you're ready to distribute to budgets. To keep your organization running smoothly, you will need to understand how to create, refill, and archive budgets. Our article Managing Budgets provides a step-by-step walkthrough that will clearly explain the budget management process.

Understanding how the money works on the platform can be tricky for first time users. If you are left with questions after reviewing these guides, schedule a walkthrough with your Awardco point of contact for an in-depth, platform specific review.  

 

Employee Information Transfer

A major component of running an Awardco platform is keeping employee information up-to-date. Doing so will ensure awards and recognitions are sent to the right people and on the right dates. We accept employee information in the .csv file format explained in this article and the video below.

After you’ve established the correct formatting of the user file, you’ll need to upload it to Awardco. We understand employee data is sensitive, and want these files to be transferred safely. Please reference this article for a brief overview of the 3 different file transfer methods we accept. For a smoother. automated experience we recommend the Single File Transfer Protocol (SFTP) method, so please explore this option if it’s not currently being used.

 

Reporting

Awardco’s reporting feature allows you to view platform data that helps you to know more about employee engagement, what you're spending, and most importantly, what actions are being celebrated in your organization. The video below explains how to access the platform reports, most common reports used, and how to apply data filters to receive the exact information you need.

 

Support & Expansion

We have full confidence you’ll be able to run all your programs smoothly; our hope is that you’ll eventually become an expert on Awardco. If you ever need a helping hand in managing your platform, or need to troubleshoot an issue, don’t hesitate to contact us at [e-mail]. You also have access to more of our knowledge base articles and videos at support.awardco.com to help you learn more about platform settings. 

Additionally, if you ever see an Awardco feature in our articles, monthly newsletter (The Awardco Minute), or in Admin settings that you wish to implement, let us know! The Awardco platform is always growing and evolving. Keeping up-to-date with Awardco is one of the most important things you can do as a system administrator. The more you develop your Awardco recognition strategy, the more engagement, retention, productivity, and employee loyalty you’ll see across your organization. 

If you have any questions, please contact our Awardco Support Team.