Welcome to Recognize! This guide will help walk you through implementing Recognize with your organization. For additional questions please visit our Recognize Help page or contact us at support@recognizeapp.com |
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✔ Determine strategy✔ Determine Timeline✔ Configure program✔ Setup integrations✔ Launch
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Remind leadership why to recognize70% lower absenteeism (Gallup) 40% lower turnover (The Hay Group) 65% Lower turnover in low-turnover companies (Gallup) 10% Higher customer metrics (Gallup) 40% Higher profitability (Hewitt Quarterly) 78% Higher productivity (Hewitt Quarterly) |
Determine strategy
You can start by deciding on an initial role-out strategy that will work for your organization, such as what programs and features you want to start with.
Utilize our Launch Checklist to keep you and your implementation team on track.
Action |
Expectation |
Choose initial badges and graphics |
Get at least three badges ready that represent your company values. Recognize has over 40 badges to choose from, can make badges for you or best of all you can upload your own. You can browse our badges here: |
Decide if points makes sense for you |
If you are not launching with rewards, you may choose to disable points in the beginning and turn them on with a rewards catalog later. |
Decide on rewards if applicable |
You can do company-fulfilled rewards or automatic gift cards. Staff can redeem with the points they earn from recognitions. |
Tasks and Nominations |
Do you want to roll out incentive tasks or nomination votes now or later? |
Anniversary recognition |
If hire dates (mm/dd/yyyy) and birthdays (mm/dd) are added to Recognize via user sync, spreadsheet upload or entered manually, Recognize can send out automated Recognitions for anniversaries and birthdays. |
Choose to use role-based recognition |
Use "Company Roles" to permission badges. For example, you may want some badges to only be sent by a manager or director. |
Bulk Recognition (Add on Feature) |
Bulk Recognize your staff to preload with past behaviors, or to roll over points from previous recognition programs. |
Provisioning Users |
Options include spreadsheet import, active directory sync/ import, or a hybrid approach. |
Integrations |
Decide which integrations you will use. Microsoft Teams, Outlook, Sharepoint, Yammer, and Workplace by Meta are some popular integrations we offer. |
Introducing the program |
Decide on communication timeline and prepare introductory resources (provided by Recognize or you can create your own) |
Ongoing strategy |
Strategize how to keep people engaged through weekly and monthly updates/meetings. |
Features |
Required/Recommended/Optional |
Employee Recognition (Badges) |
Required |
Rewards |
Optional both gift cards or company-fulfilled |
Roles |
Recommended |
Tasks |
Optional |
Nominations |
Optional |
Anniversaries |
Optional |
Determine Timeline & Configure Program
(Example based on a 4 week launch and Tier 2 Onboarding)
Timeline (Suggested) |
Expectation & Configuration Resources |
Responsible Party |
Week 1 |
Kick-Off call with Recognize Customer Success Manager to set up Badges and Theming and training on Company Admin Portal. |
Recognize + Customer |
Week 1 |
IT meeting to discuss adding users to Recognize and integrations (spreadsheet import, active directory sync/ import, and integrations, if applicable). Single Sign On is implemented by IT with Recognize team or on their own using the SSO Authentication Guide Find user sync information here: User Sync Guide Find more Security and User Management Resources here: Resources |
Recognize IT + Customer IT |
Week 1 |
Send introductory emails to executive leadership and managers (30 days prior to launch) See our Launch Communication Resources here: |
Customer |
Week 2 |
2nd onboarding meeting with CSM to set up Anniversaries, Nominations, Tasks, and Company Roles |
Recognize + Customer |
Week 2 |
HR or IT uploads user information spreadsheet for import inside Recognize or active directory information for setup. |
Customer IT |
Week 2-4 |
Send out Getting Started with Recognize PDF for staff to familiarize themselves with Recognize | Customer |
Week 3 |
Staff import is completed, IT integrations are complete (ie Outlook, Workplace, etc). Badges, rewards, anniversaries, or any other programs such as Tasks and Nominations are setup and ready to go live. Test users are invited into the program. |
Customer + Customer IT |
Week 3 |
3rd onboarding meeting with CSM to set up Rewards |
Recognize + Customer |
Week 3 |
Send introductory emails to executive leadership and managers (7 days prior to launch) See our Launch Communication Resources here: |
Customer |
Week 4 |
4th onboarding meeting with CSM to wrap up configuration and review Communication Resources to help with team training. |
Recognize + Customer |
Week 4 |
Staff install browser extension/mobile apps/integrations (if manually applicable). Staff understand how to navigate the stream page, send a recognition, access their profile etc. Share our Getting Started Video with users Share our User Guides by system role: |
Customer |
Week 5 |
Post launch call or email to review progress. |
Recognize + Customer |
Set up integrations
Recognize comes to you, where your employees work. We are dedicated to provide a seamless experience for your employees. That's why Recognize is integrated with five Microsoft apps and more!
Overview of Integrations: Recognize Integrations
Integration Links:
Office 365
Microsoft Teams
Outlook
Workplace by Meta
Mobile Apps
Sharepoint
Gmail
Yammer
Asana
Bamboo
Launch!
Action |
Expectation & Resource |
Invite Users |
Use the Broadcast feature to send invite emails to all new users. |
Best Practices |
Ensure success with tips from our Best Practices Handbook. |
Post Launch Strategy |
Continue improving engagement by creating a post launch strategy. Use our Strategy Guide to help with continued success! |
Subscribe to Receive Status & Product Updates |
Subscribe to receive status & product updates here: status.recognizeapp.com Find detailed instructions here: How to Subscribe to Recognize Status and Product Updates |
User Guides by System Role: