If you're just getting started with Recognize, you're probably asking yourself the big question: How do I send recognition in the platform? This guide will walk you through the steps to do just that! Here's a quick video demo to quick things off:
Feel free to use the jump-to links provided below for more instruction depending on the method you're using to send your first recognition:
How to Send a Recognition from your Desktop Browser
How to Send Recognition from the Mobile App
How to Send a Recognition from your Desktop Browser
Start by logging in to your Recognize account. If you need help with logging in, see our guide: Having Trouble Signing In? Once you are signed in, you will first see the Stream Page for your company, which is where public recognitions will appear as they are sent.
- From here, you'll select the 'Recognize' button in the top left main toolbar
- This will take you to the recognition form page where, you can select a Badge by clicking on the '+' button
a. After clicking the '+' button, a popup window will appear with all the different Badges you are are eligible to send, along with recognition criteria and point details for each
NOTE: The Recognize Admins at your company create and determine what Badges you are eligible to send. To see a full Badge list with details on eligibility, you can visit the Badge tab in the top toolbar.
b. If your company has chosen to implement Badge sending limits, you may see an allotment count to the right of the Badge description
c. Your company may also require approval from an administrator or leader for some or all of your sent recognition Badges, and that will be noted to the right of the Badge description if this is the case
- Once you've selected a Badge, you can choose a recipient or recipients for the recognition by entering either name, team, or email address in the field for 'Who do you want to Recognize?'
NOTE: If you do not see an employee's name populate or are unable to send a recognition to a specific team, please contact your Company's Recognize Admin.
- Next, use the 'Message' text box to type out your recognition message, which should include details of what the employee did to deserve the recognition, as well as the impact that person made - If your company's settings allow, you can also add Photos, Emojis, Files or Gifs here to make the recognition more fun and personal
- If your company has chosen to use Tags, you can add Tags to your Recognition as well which help categorize the recognitions that are sent
- If your company has chosen to use a points allotment system, you will see a module with details for how the current recognition you're sending will impact your allotment
- If your company uses Yammer, and has set up the integration, you will see an option to 'Post to Yammer' and will be able to select a group to post the recognition to
NOTE: The Yammer box will be automatically checked if your company has the integration set up and settings turned on, so you'll need to uncheck the box if you don't want to share to Yammer.
- If your company allows private recognition to be sent, you can check the box for 'Private,' and the recognition will be sent to the recipient privately, and will not be posted to the Stream page
- For tips on how to make your recognition more meaningful, and examples of quality recognition, see the 'Tips' module on the right-hand side of your screen
- When you're happy with your recognition message and you have reviewed all the details, click the 'Recognize' button
- If there is an approval process in place for the Badge you've chosen to send, you'll receive a pop-up message that your recognition has been sent for approval
NOTE: If some time has passed and you haven't received confirmation of approval for a recognition, you may want to check with your manager and/or your company's Recognize admin for further direction.
- If the Badge you're sending does not have an approval process, you should be redirected to the recognition details page if your recognition was successful
- From here, you can 'View Certificate' which you can then print to give to the recipient, 'Share to Workplace' if your company uses the Workplace integration, review privacy for the specific recognition, and even edit or delete the recognition if you made a mistake
NOTE: Deleting a recognition will result in associated points being removed from the recipient's account, and may result in a points deficit if the user has already redeemed them.
How to Send a Recognition from the Mobile App
Sending a recognition can also be done on-the-go with our mobile app! First, you'll need to install the app and sign in using the method of sign-in your company has chosen for employees.
- Once you've downloaded the Recognize app and signed in, you'll select the three lines in the top left corner to expand the menu
- From the menu, select 'Send Recognition'
- Next, you will type in the name(s), emails address(es), or team name(s) for the employee(s) you would like to recognize one at a time
- Check the checkbox next to each employee or team you would like to include if there are multiple recipients
- When you've selected all the recipients for the recognition, click the 'Next' button
- If your company has set up point allocations for sending recognition, you will see your remaining points total for the designated time interval if you were to send this recognition
- You will also see the total number of recipients that have been selected to receive the recognition, and you can scroll horizontally through a list of the recipients
- Select a Badge that's most appropriate to send to these recipients based on the Badge criteria from the list of Badges that appear (scroll vertically to see all of them)
- Select the 'Next' button once you've made your Badge selection
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Write a detailed account of why you are sending the recognition, including the action and impact, in the message field provided
NOTE: Your company may have opted to set a minimum word count for messages, so be sure to make note of that if so.
- Select the 'Next' button when you're happy with your recognition message
- If your company allows for private recognition to be sent, you can toggle privacy on so that the recognition is not posted to the Stream page
- If your company uses Tags to categorize initiatives or core values, you can also include these on the recognition
- Click the 'Next' button once you're through on this screen
- Review your message and recognition details to ensure everything looks correct
- Click the send 'Send Recognition' button to send the Badge out
- If you need to delete your sent recognition for any reason, you can click the trash can icon in the top right corner
NOTE: Deleting recognition returns the associated points to the sender's account and can result in a points deficit for the recipient if they have already spent the points.