Things to Know Before You Edit or Delete
- Who can make changes? Employees can edit or delete recognitions they sent. Company Admins can delete any recognition, regardless of who sent it.
- What can be edited? You can edit the message, change the recognition’s privacy setting, and add or remove tags if your company uses the Tags feature.
- What cannot be edited? The badge and recipients cannot be changed after a recognition is sent. To add someone, send a separate recognition to that employee. To remove a recipient or change the badge, delete the original recognition and send a new one with the correct details.
Before deleting: Deleting a recognition permanently removes it and any associated points from the recipient’s account. If the recipient has already spent those points, their balance may become negative. If the badge has a sending limit, deleting the recognition updates that limit so the sender can resend the badge.
Where to Find the Edit and Delete Options
You can access these options from either the Stream page or the recognition details page. Choose the method that works best for you.
From the Stream Page
Hover over the recognition and select the gear icon in the lower-right corner. Then select Edit or Delete.
From the Recognition Details Page
Open the recognition’s details page. From the Stream, you can do this by selecting the recognition’s header. Then select Edit Recognition or Delete from the options to the right of the comments.
If you select Edit, follow the steps below. If you select Delete, select Yes, delete it! in the confirmation window to permanently remove the recognition, or Cancel to keep it.
How to Edit a Recognition
Once you reach the Edit Recognition page, update any of the applicable fields below, then save your changes.
- Edit the message. Make your changes in the message text field.
- Change the recognition’s privacy setting. Turn on the private option to remove the recognition from the public Stream, or turn it off to allow the recognition to appear in the public Stream.
- Edit tags, if applicable. If your company uses the Tags feature, you can add or remove tags on the recognition. Learn more in How to Use Tags with Recognize.
- Save your changes. Select Update Recognition to save the updated message, privacy setting, and tags.
[Add screenshot of the Edit Recognition page here]
Keep in mind: The private recognition option depends on your company’s settings. Company Admins and direct managers still have visibility into private recognitions.
Deleting from the Company Admin Portal
Company Admins can use the Recognitions table to find and delete recognitions, regardless of who sent them.
- Select Menu in the upper-right corner, then choose Company Admin.
- Select Recognitions from the left-hand menu.
- Select the three lines above the table to open the column options.
- Select Actions to add the column containing recognition actions.
- Use the search bar or filters above the table to find the recognition or group of recognitions you want to delete.
- Select Delete for each recognition you want to remove. Deleting removes the recognition and deducts its associated points from the recipient’s account.