When looking to collect votes to determine award recipients, Recognize's Nominations feature can be an effective way to facilitate 'secret voting systems' that identify top employees (e.g. 'Employee of the Month'). In order to activate this feature, the following actions must be taken:
Enable Nomination Functionality
- Click 'Menu' in the top right-hand corner of your screen
- Select 'Company Admin' from the drop-down menu
- Once in the Company Admin portal, click 'Settings' from the left side menu
- Scroll to the Nominations section in the settings
- Toggle 'Allow Nominations' to ON to allow the Nomination option for your Nomination Badges
NOTE: Once enabled in the Settings, refresh the browser to make sure the company admin is updated. - Toggle 'Message is required' ON/OFF depending on whether you'd like your staff to include why they are nominating an employee
- Toggle 'Allow quick nominations' ON/OFF
NOTE: Quick Nominations are where managers and company admins can rapidly nominate employees based on recognitions. No reason is required. If you create quick nomination badges, managers and admins can nominate staff based on recognitions in the Recognitions pane in the company admin or the manager portal. - When 'ON', allows Nominations to be sent to an entire team
NOTE: You can now also send or receive a Nomination for an entire department or country. - If desired, set a global limit for how many times a user may be awarded as the winner of a Nomination badge
NOTE: Global limits set in the Company Admin settings will override any Badge-level limits in place. If you don't want to limit these badges, you'll want to leave this blank.
For more information, see our help article on how to enable Nomination functionality.
Customize Nomination Badges
Determine which badges to customize for 'Nominations' via the Company Admin/Custom Badges portal.
- Click 'Menu' in the top right-hand corner of your screen
- Select 'Company Admin' from the drop-down menu
- Select 'Custom Badges' from the left side menu
- Click 'Nominations' from the upper right menu
- Click 'Create Badge'
- Complete the following fields for each badge:
- Title (e.g. 'Employee of the Month Nomination')
- Description (text that will be listed on the nomination)
- Additional details (text listed on the top of the badge page)
- Limit award winners to (limits how often the winner(s) can receive the badge by time period)
- Quick Nomination (enables users to link a specific recognition to a nomination)
- Allow Sender to Nominate Themselves (option for self-nominations
- Enable (activates the badge)
- Show in badge listing (shows the badge in the Recognize badge menu)
- Badge Sending Limits (per user - optional restriction)
- Roles (optional - restricts nomination sending to certain roles - e.g. Mangers)
- Click 'Save' after making updates
Publicize the Program & Nomination Period
Once you've created a Nomination badge, you should notify your staff of the program and voting process. Be sure to publicize the nomination window (the time period in which people can submit nominations) in advance to give your staff plenty of time to submit them. See our FAQ article for how to make an Announcement.
NOTE: 'Nominations' are not publicized on the Recognize Stream nor in user profiles.
Submitting a Nomination
After publicizing the Nomination voting process to your staff, they can easily submit Nominations through the Recognize portal. To do this:
- Users will log in to Recognize via your company's user authentication metho
- Users will click on 'Recognize' in the top left menu
- Users will select 'Nominate' from the center of the page
- Users will then complete the following fields for each nomination:
- Choose a Badge (select the correct 'Nomination' campaign)
- Recipient (type-in either employee names or email addresses)
- Message (reason for nominating this employee, if your organization is requiring a message)
- Once submitted, a user's 'Nomination' will be privately registered in the portal and viewable only by Company Admins.
Review Nominations
Throughout the voting period, the admins can log in and review submitted Nominations via the Company Admin/Nominations portal.
- Click 'Menu' in the upper right-hand corner of the screen
- Select 'Company Admin' from the drop-down menu
- Select 'Nominations' from the left side menu
- Filter for nomination period, if needed, above the table
- Filter by badge, if needed, in the top right-hand corner of the screen
- Click 'All votes' in the top right corner to view details or export all nominations regardless of badge or time period
- View details for nominations during a certain period for a program and 'Award' winners by clicking on the 'View' link within the table for that line item
How To Select a Nominations Program Winner
- Click 'Menu' in the upper right-hand corner of the screen
- Select 'Company Admin' from the drop-down menu
- Select 'Nominations' from the left side menu
- Select 'View' next to the nomination program you wish to select a winner for
- Select 'Award' next to the employee you would like to award as the winner of your nomination program
Note: This will not automatically send the winner a badge or points. If you wish to Recognize the winner of your nominations program with a badge and points, this will need to be created separately and sent manually. To find out more, see the section below, "How To Award a Winner with Points"
How To Award a Winner With Points
When you have selected a winner of your nominations program, that winner will not be automatically sent a badge or points. If you wish to award a winner in this way, a separate badge with points must be created and sent manually. We recommend giving only admins and/or managers access to this badge to ensure that it is only sent to winners of your nominations program. To find out how to create badges, see our how-to article: "How To Create a Custom Badge".