Point Allocations limit a user's total points that can be sent via Recognitions. With Point Allocations, administrators have the ability to allocate points to all staff, assign additional points to managers based on team size, and allocate additional points for users in specified Company Roles.
Summary of Point Allocation Types
Base Points: A flat amount allocated to all users
Proportional Manager Points: Additional points based on number of direct reports
Additional Role-Based Points: Extra points assigned to specific Company Roles
Each user’s total allocation is the combination of all applicable point types.
To learn how to allocate points in Recognize, follow the steps outlined below, or use the links below to jump to a specific section of the guide.
Allocate Base Points (All Staff)
Allocate Proportional Points for Managers
Allocate Additional Points by Role
Point Allocation Budgeting Tool
Communicated Budget Strategy Changes
Enable Point Allocations
Select Menu in the top right corner of the screen
Select Company Admin from the drop-down menu
Select Points from the left side menu
Select Allocation from the top right menu bar
Toggle this on to enable point allocations
This is the interval in which your point allocations will be allotted. To change the allocation interval, select change interval. This will route you to the settings page where you can set the interval to daily, weekly, monthly, quarterly, or yearly.
Allocate Base Points (All Staff)
Enter the amount of points you want to allocate to each user per selected interval
Click Save
This is your base allocation, which applies to all users.
Allocate Proportional Points for Managers
To allocate additional points to managers based on their team size, enter the number of points you would like to assign per direct report, then click Save.
After saving, review the Affected Managers table:
Each manager receiving proportional points
The number of direct reports each manager has
The number of points allocated based on their direct report count
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The Total Points, which includes:
Base points
Proportional manager points
Any additional role-based points
Example:
If you allocate 10 points per direct report and a manager has 5 direct reports, they will receive 50 additional points.
Allocate Additional Points by Role
To distribute additional points to a select group of users, select the Company Role you would like to allocate to, enter the amount of additional points.
Click Add
NOTE: The points you allocate here will be added to the points allocated to all staff and any proportional manager points.
Example:
If all staff receive 50 points per quarter, and you add an additional 50 points for users with the Manager role, those users will receive 100 total points per quarter (plus any proportional manager points, if applicable).
To learn more about setting up Company Roles, visit How to Add Company Roles in Recognize
Budget and Visibility
Your organization’s maximum budget shown here is determined by your all staff allocation (multiplied by the total number of active and pending users), plus:
Proportional manager points (based on reporting structures)
Additional points allocated to Company Roles (multiplied by the number of users with that role)
To change the currency the budget is shown in, select the desired currency catalog from the drop-down menu
Where Users See Their Points
Users will see their total and remaining points (per selected interval) on the stream page, above the announcements section
Users can also see their total and remaining points (per selected interval) on the Recognition page
NOTE: The user’s points widget will adjust based on the badge and recipient(s) selected so users can see the total points they will be spending on that recognition.
Additionally, users can view their sendable points from within their profile by clicking their profile in the top right corner of the screen
Select the Points tab to view totals
In the module to the right, you will see a total for Sendable Points
Point Allocation Budgeting Tool
To assist in determining how many points to allocate to all staff, and users is specific Company Roles, while maintaining your desired budget, use the workbook below:
Point Allocation Budgeting Worksheet
The Point Allocation Budgeting Workbook offers two different budgeting strategies:
Strategy 1: This strategy allows you to start with a fixed budget, and allocate a percentage of that budget to groups of users to determine how many points each employee will get.
Strategy 2: This strategy allows you to start with the amount of points that you would like to allocate to all staff and each user in a specified Company Role, and the spreadsheet will calculate your spending based on the number of employees you have in each role.
Note: The workbook references a monthly budgeting interval, however, you can select your desired budgeting interval in your Recognize account.
Cell color guide:
Enter your organization's relevant data into the green cells.
The points in the blue cells will be entered into the Point Allocation tool in Recognize.
The white cells will populate according to the data entered into the green cells.
Communicating Budget Strategy Changes
Are you transitioning from a badge sending limit budgeting approach to a point allocations model? Clear communication is key when introducing changes to your recognition program.
To support a smooth transition, we’ve provided an email template you can share with employees to explain the updated point budgets. This will help your team understand the added flexibility and take full advantage of new recognition opportunities moving forward.