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 recognition:
How to Send Recognition from the Mobile App
How to Send a Recognition
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 land on the Stream Page for your company, which is where public recognitions will appear as they are sent.
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Select the 'Recognize' button in the top left main toolbar to get to the recognition form page.
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Select a Badge to accompany your recognition by clicking on the '+' button.
After clicking the '+' button, a popup window will appear with all the different Badges you are are eligible to send, along with the details for each Badge.
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.
A. Badge Name: Select a badge that relates to the behavior or action you are recognizing.
B. Badge Description: Criteria that the behavior or action should meet for this Badge.
C. Points: The point value or point value range for the Badge.
D. Badge sending limits: You may see an allotment count to the right of the Badge description if your company has implemented a badge sending limit for the badge.
E. By Approval: If a Badge it tagged with 'By Approval', then the Badge will need to be approved by an administrator or Manager before the Recognition is sent and posted to the Stream Page. If the Badge does not say 'By Approval', then the Recognition will be sent and posted immediately.
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Recipient: 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. - Message: 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.
- Tags: you can add a relevant Tag to your Recognition if your company is using this feature.
- Point Widget: If your company has chosen to use a points allotment system, you will see a widget with details for how the current recognition you're sending will impact your allotment.
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Private: When this box is checked, the recognition will be sent to the recipient privately, and will not be posted to the Stream page. (Availability of this option depends on your company’s settings)
NOTE: Company Admins and Direct Managers will still have visibility of the Recognition. - Tips: 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
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Recognize: When you're happy with your recognition message and you have reviewed all the details, click the 'Recognize' button to send your recognition.
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. You will receive notification once your Recognition is approved.
If the Badge you're sending does not have an approval process, your recognition will be automatically sent and you will be redirected to the recognition details page. Here you can:
A. Comment on the recognition
B. React to the recognition
C. View and pint a certificate from the recognition
D. Edit or delete the recognition
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 box next to each employee or team you would like to include in your recognition.
- 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
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Review your message and recognition details to ensure everything looks correct and then click the 'Send Recognition' button to send the recognition.
- 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.