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, as well as allocate additional points for users in specified Company Roles. To learn how to allocate points in Recognize, follow the steps outlined in the guide: How to Budget Using Point Allocations
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 allows 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 employee's 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 organizations 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.