How to Restrict or Limit the Number of Badges Users Can Send

To help you manage budget and combat abuse, Recognize allows you to limit how often an individual employee can send a Badge within a specific time interval and/or cap the total number of points a user can give out. In fact, there are a few ways to restrict recognition sending within your Recognize account, which are outlined below.

Setting Individual Badge Limits

Setting Global Badge Sending Limits

Setting Point Allocations

 

Setting Individual Badge Limits

After you've determined how many Badges you have budget for and how many each person can send, you can begin adjusting the points for your Badges. To do this:

  1. Click 'Menu' in the upper right-hand corner of your screen
  2. Select 'Company Admin' from the drop-down menu

    Screenshot 2023-11-21 at 2.39.55 PM.png

  3. Select the 'Custom badges' section from the left side navigation menu
  4. Click the 'Details' tab for the Badge you wish to edit or click 'Create Badge' to create a new badge for budgeting (see our help article on how to create a badge)

    Screenshot 2023-11-21 at 2.58.09 PM.png

  5. Choose the points, sending limits, and the roles that can send each Badge to determine your budget

    NOTE: Leave sending limit blank if there will be no limit. If no roles are added, all employees will be able to send the badge and will be included in budgeting.

  6. If Rewards are enabled in your settings, you'll be able to see your budget for that Badge populate on the right side of your Badge settings

    NOTE: You can change the interval at which this table calculates (ex. monthly, quarterly, yearly) within the 'Settings' tab in the left menu.

  7. You can also take further control of your budget by requiring approval for certain Badges or point intervals to be sent

    Screenshot 2023-11-21 at 3.01.58 PM.png

  8. If requiring approval for a Badge to be sent, you can set certain point variants to require approval or leave blank to cover all variants, and you can also assign an Approver based on your created Roles (See our help article for how to create Roles).

    Screenshot 2023-11-21 at 3.08.56 PM.png

  9. Make sure to save any changes you make by clicking the 'Save' button at the bottom of the screen

    Screenshot 2023-11-21 at 3.21.45 PM.png

    NOTE: You can change the interval at which this calculates within the 'Settings.' See below section 'Interval Settings' for details.

 

Setting Global Badge Sending Limits

  1. Select the 'Menu' button in the top right-hand corner of your screen
  2. Select 'Company Admin' from the drop-down menu

    Screenshot 2023-11-07 at 10.18.40 AM.png

  3. Select 'Custom Badges' in the navigation menu to the far left
  4. Select the 'Settings' tab in the far right upper corner tertiary menu
  5. In the text box under 'Global', input the number of times each user can send any of your Badges in a specified time frame. To be clear, this limits the total number of recognitions a user can send, regardless of the individual Badge settings on the 'Custom Badges' page. If you have already set Badge limits on your 'Custom Badges' page, this setting will override those limits
  6. In the dropdown menu next to the 'Global' number, select the desired time interval which determines when limits will start over
  7. Don't forget to save your changes by clicking 'Save badge limits'

    Screen Shot 2023-10-27 at 1.12.37 PM.png

Setting Point Allocations

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, please follow the steps outlined in this guide: How to Budget Using Point Allocations