If your company uses an approval process for certain badges, the sender's or recipient's manager (based on settings) may be responsible for reviewing and approving Recognitions, including assigning point values if applicable. Managers can approve Recognitions via the Manager Portal or directly from email notifications, which provide a quick link to the 'Pending Recognitions' table.
Here is a video that walks through the steps of approving or denying a recognition as a Manager:
Here is an example of a Recognition Approval Email that you might receive as a Manager when your company has chosen to implement Manager approvals:
To Approve or Deny Recognitions from Within the Manager Portal:
- Select 'Menu' from the top right-hand corner of your screen
- Select 'Manager Portal' from the drop-down menu
- Select 'Recognitions' from the navigation panel on the left side of the page
- Select 'Pending' from the top navigation bar on the right
- Find the recognition you would like to resolve and click either 'Approve' or 'Deny'
Approve: Once you click 'Approve' you will see a pop up page with the following options:
A. Message: You can review, edit, or add to the senders recognition message.
B. Points: If the badge has an assigned point range, you can select a value within that range, starting from the minimum badge value up to the amount the sender has requested.
Note: You cannot approve the badge for more points than the sender requested, even if the badge's maximum point value is higher.
C. Approve: Click 'Approve' to send the Recognition. The recognition will post to the stream page, and the recipient will receive an email notification with the recognition details and will be awarded the associated points.
Deny: If you would like to deny the recognition, click 'Deny' and you will see a pop up page with the following options:
A. Reason for denial: Type the reason for the denial which will be sent to the sender of the recognition.
B. Deny: Click 'Deny' to deny the recognition. The sender of the recognition will receive an email notification which will include the reason for denial.
Note: Once a recognition is denied, it cannot be reversed.