Challenges are one-time, goal-based activities that encourage engagement and allow employees to self-report completed actions to earn points.
For example, you might create a Challenge for everyone to sign in to Recognize for the first time. Challenges can be shared via our Announcements feature, which allows you to post to the stream page, email, and/or SMS. Users can view all available Challenges on the Challenges page.
Completed Challenges are not tied to Badges and do not appear on the Stream Page like social recognition Badges. Points are awarded to the submitter once the Challenge is approved, either by a Company Admin or the user’s Manager, depending on your approval settings.
Only Company Admins can create Challenges. They can be open to everyone or assigned to specific groups using Roles, which must be set up beforehand. For more information, see our article How to Add Company Roles in Recognize.
Quick Links: Challenge Setup and Management
How to Assign a Challenge Using 'Roles'
How to Communicate an Available Challenge
How to Complete/Submit a Challenge
How to View Submitted Challenges
How to Resolve a Challenge as a Company Admin
How to Resolve a Challenge as a Manager
How to Enable Challenges as a Company Admin
- Click Menu in the upper right corner of Recognize.
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Select Company Admin from the drop-down menu.
- Select Settings from the left-side navigation menu.
- In the right-side section jump menu, locate the Challenges section.
- Toggle Enable Challenges to On.
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To allow points earned from approved Challenges to be redeemed for rewards, toggle Make points from Challenges redeemable to On.
Note: Changes are saved automatically.
How to Create a Challenge as a Company Admin
- Click Menu in the upper right corner of Recognize.
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Select Company Admin from the drop-down menu.
- Select Challenges from the left-side navigation menu.
- Select Manage in the upper right corner of the Challenges page.
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Select Create Challenge in the upper left corner of the Manage page.
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Complete the following fields for each Challenge:
- Name (required): Give the Challenge a clear, distinctive name so employees understand its purpose.
- Points (optional): Assign points for completing the Challenge.
- Description: Briefly explain what the Challenge is, what employees need to do, and any key details or deadlines.
- Categories (optional): Tag the Challenge to a specific category, such as Onboarding. This is useful for reporting on larger initiatives. Be sure you have completed the preliminary step of Creating Tags.
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Roles (optional): Define who can see and complete the Challenge. Leaving this field blank makes the Challenge available to all users. Be sure you have completed the preliminary step of Creating Roles
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Approval settings:
- To require approval by Company Admins only, toggle Only Admin Approval to On.
- When this setting is off, Challenges can be approved by both Company Admins and the user’s direct Manager.
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Select Save.
How to Assign a Challenge Using Roles as a Company Admin
Note: Company Roles must be created before they can be assigned. Roles can be created manually in the Company Admin portal, through your user sync, or by using Dynamic Roles. See the Company Roles article for more information.
To assign a Challenge using Roles:
- Click Menu in the upper right corner of Recognize.
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Select Company Admin from the drop-down menu.
- Select Users from the left-side navigation menu.
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Select Manage in the top right menu.
- Click the Toggle column visibility icon above the user table.
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Select Company Roles from the drop-down menu. This adds a Company Roles column to the user table.
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In the Company Roles column, enter the Role that corresponds to your created Challenge. The Challenge will automatically become available to users assigned to that Role.
How to Communicate an Available Challenge as a Company Admin
There are two ways to communicate available Challenges to users in Recognize.
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You can use the Announcements feature to post information about a Challenge to the Stream page for all users to see, or to notify specific groups about the Challenge via email or SMS.
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Users can view all available Challenges they are eligible to complete on the Challenges page.
How to Complete/Submit a Challenge as a General User
- Select Challenges from the top left navigation menu.
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Select the Challenge you would like to complete.
- Enter a summary of the Challenge you completed.
- Select the name of the Challenge you completed.
- Enter how many times the Challenge was completed.
- Add any additional comments related to the Challenge.
- If you would like to submit an additional Challenge, select + Add Challenge and enter the corresponding information.
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Click Submit to send your Challenge submission(s) for approval.
How to View Submitted Challenge as a General User
- Select your name/avatar in the upper right corner, next to the menu button, to open your profile.
- Select Challenges from the menu below your profile header to view all of your submitted Challenges.
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View the Status of each submitted Challenge on the right side of the table.
How to Resolve a Challenge as a Company Admin
Once Challenges are created and assigned, users can complete them. Completed Challenges can be approved or denied through the Company Admin portal, the Manager portal, or both, depending on the Challenge settings.
- Click Menu in the upper right corner of the screen.
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Select Company Admin from the drop-down menu.
- Select Challenges from the left-side navigation menu.
- Filter Challenges by interval or time period as needed.
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In the Challenges table, review the Status column on the right:
Approved: Challenges that have already been approved
Denied: Challenges that have already been denied
Resolve: Action required to approve or deny the Challenge
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To take action, select Resolve next to the Challenge.
- A pop-up window will appear with options to Approve or Deny the Challenge.
- Optionally, add a message for the submitter.
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Click Submit to complete the action.
How to Resolve a Challenge as a Manager
- Click Menu in the upper right corner of the screen.
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Select Manager Portal from the drop-down menu.
- Select Challenges from the left-side navigation menu.
- Filter Challenges by interval or time period as needed.
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In the Challenges table, review the Status column on the right:
Approved: Challenges that have already been approved
Denied: Challenges that have already been denied
Resolve: Action required to approve or deny the Challenge
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To take action, select Resolve next to the Challenge.
- A pop-up window will appear with options to Approve or Deny the Challenge.
- Optionally, add a message for the submitter.
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Click Submit to complete the action.