Company Admins have the distinct ability to delete recognitions from within the Company Admin portal should the need arise, (i.e. inappropriate recognition, approved by mistake) in addition to being able to edit or delete from the Stream Page and the Recognition details page. That said, any user can edit or delete recognitions where they were the sender. It's important to note that any recognitions that are deleted will also remove any associated points from the user's account. If the user has already spent the points, this could cause them to go into a points deficit. It's also important to note that while the description content of a Recognition can be edited after it is sent, recipients cannot be added or removed after the Recognition has been sent. If you need to add a recipient, you can send a new recognition to just that user, but if you need to remove any recipients, you'll need to delete and resend the original recognition.
Use the below menu to jump to instructions for each action:
Editing/Deleting Recognitions From the Stream Page
Editing/Deleting Recognitions From the Recognition Details Page
Editing/Deleting Recognitions from the Company Admin Portal
Editing/Deleting Recognitions From the Stream Page
All users can edit or delete recognitions that they have sent straight from the Stream Page by following the steps below. Company Admins can delete any recognition, regardless of sender, through this method.
- From the Stream Page, simply hover over the recognition you would like to edit or delete and click the gear icon in the lower right corner
- When the window expands to include the 'Edit' and 'Delete' buttons, select the action you wish to perform
- If you choose to 'Delete' a Recognition, a verification window will pop up, asking you if you are sure that you want to delete the Recognition. If you are certain you would like the Recognition permanently deleted, select "Yes, delete it!". If you don't want to permanently delete the Recognition, select "Cancel".
NOTE: If a Recognition is deleted, the points that were sent along with that Recognition will also be lost to the recipient. If the Badge that was sent has a Badge limit attached, the limit total will be updated and the sender will be able to resend the Badge that was deleted.
- If you chose to 'Edit' a Recognition, you will be taken to a window where you can edit the contents of the Recognition in the text field provided
NOTE: You cannot change the Badge or recipient(s) when editing a Recognition. If the Badge or recipient(s) needs to be changed, the sender would need to delete this Recognition and create a new one.
- Click "Update Recognition" to save any changes
Editing/Deleting Recognitions From the Recognition Details Page
All users can edit or delete recognitions that they have sent from the recognition details page as well by following the steps below. Company Admins can delete any recognition, regardless of sender, through this method.
- Start by clicking the header of the Recognition you wish to edit/delete from the Stream Page
- When the Recognition page populates, select either "Edit Recognition" or "Delete" from the options provided on the right-hand side of the Comments,
- If you choose 'Delete', a verification window will pop up, asking you if you are sure that you want to delete the Recognition. If you are certain you would like the Recognition permanently deleted, select "Yes, delete it!". If you don't want to permanently delete the Recognition, select "Cancel".
NOTE: If a Recognition is deleted, the points that were sent along with that Recognition will also be lost to the recipient. If the Badge that was sent has a Badge limit attached, the limit total will be updated and the sender will be able to resend the Badge that was deleted.
- If you chose 'Edit,' you will be taken to a window where you can edit the contents of the Recognition in the text field provided
NOTE: You cannot change the Badge or recipient(s) when editing a Recognition. If the Badge or recipient(s) needs to be changed, the sender would need to delete this Recognition and create a new one.
- Click 'Update Recognition' to save any changes
Editing/Deleting Recognitions from the Company Admin Portal
- Select 'Menu' in the top right-hand corner of your screen
- Select 'Company Admin' from the drop-down menu
- Select 'Recognitions' from the left side menu
- Select the three lines above the table to view more options
- Select 'Actions' from the list of options to add to the table, which will add a column that will allow you to take action on recognition
- Search for the recognition(s) you would like to delete using the search bar above the table
- Alternatively, you can use the filtering options to find a range of recognitions to delete
- For each line item, select the 'Delete' button, which will delete the recognition, removing it from the Stream Page, and returning any associated points