How to Add a Delegate for Sending Recognition

In a recent Gallup workplace survey, employees were asked to recall who gave them their most meaningful and memorable recognition. The data revealed the most memorable recognition comes most often from:

  • an employee's manager (28%)
  • a high-level leader or CEO (24%)
  • the manager's manager (12%)
  • a customer (10%)
  • peers (9%)

We encourage leadership to engage in Recognition, but understand that a leader's schedule may not always allow time to be fully immersed in the tool. With this in mind, Recognize offers a 'Delegate' feature that allows authorized users to send Recognitions on behalf of others. This is especially useful for executives who would like their assistants to send Recognitions for them. The Recognitions still appear to be coming from the executive, so as not to lose the personal touch of receiving a Recognition from leadership.

Delegates are assigned by a Company Admin using Roles in the Admin Portal. First, you must create a role for your delegate(s) within the roles tab. Then you must assign this role to the Delegate. Lastly, you must assign the role of that Delegate to the user for which they will be sending recognition.

 

Create a Role

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

    Screen_Shot_2021-08-19_at_6.20.57_PM.png

  3. Click on 'Roles' from the left side menu
  4. Type in the name of the new Role in the text box located underneath 'Custom Roles' (ex. Executive Assistant)
  5. Select the 'Create Role' button to save the Role 

    Screen_Shot_2021-08-19_at_6.24.09_PM.png


    Assign the Role to the Delegate

  6. Click on the 'Users' tab in the left side menu
  7. Select the 'Column Visibility' toggle
  8. Ensure the field for 'Company Roles' is highlighted so that it shows up in the table
  9. In the 'Company Roles' field, type in and select the name of the role you created next to the user who should be included in this role

    Screen_Shot_2021-08-23_at_1.36.33_PM.png


    Assign the Delegate to the User

  10. Select the 'Column Visibility' toggle
  11. Ensure the field for 'Who can send recognition as this person' is highlighted so that it also shows up in the table
  12. Next to the User's account who would like to designate a delegate, within the column labeled 'Who can send recognition as this person', select the Role that can send on behalf of this User

    Screen_Shot_2021-08-23_at_4.23.49_PM.png

    Also see How to Send A Recognition as a Delegate