Company Admin
Articles and resources that support the people administering the Recognize platform at their organization.
Discovery Exercises & Maturity Model
- Employee Recognition Program Maturity Model
- Exercise: Gathering Leader Expectations for your Employee Recognition Program
- Exercise: Defining Key Performance Indicators for an Employee Recognition Program
- Exercise: Employee Recognition Process Mapping
- Exercise: Aligning Company Values and Business Goals
- Exercise: Defining Company Values
Getting Started
- Recognize Onboarding Overview
- Stream Page Configuration
- Launch Checklist
- Recognize Implementation Guide
- Getting Started Video
- How to Access the Company Admin Portal
Communication & Training Resources
- Recognize Logos
- Admin Training
- Manager Training
- General User Training
- Creating a Launch Communication Strategy
- Launch Communication Graphics & Ideas
User Authentication
- Configuring Okta SSO with Recognize
- Single Sign-On (SSO) Overview for Recognize
- User Authentication: Getting Access to Recognize
- Setting up single sign on (SSO) with Azure (via Azure Gallery)
- Setting up single sign on (SSO) with Azure Active Directory (manual app)
- Setting up single sign-on using Active Directory with ADFS and SAML
User Management
- How to Give a User Company Admin Access
- How to Remove a User's Company Admin Access
- How to Invite Users to Recognize
- User Provisioning: Adding Your Employees to Recognize
- Setting-Up a User Sync
- Spreadsheet Import: Step-By-Step Instructions
Integrations
- How to Deploy Recognize App Bar to All Users within Microsoft Teams
- Outlook Integration
- Does My Staff Have to Download Anything to Use Recognize?
- Recognize Mobile App
- Microsoft Teams Integration Video
- How to add the Recognize Integration into Microsoft Teams
Settings
- How to Enable Automated Features (Program Enabled)
- Minimum Word Count Setting
- Can I Require Messages in Recognitions?
- Using the Recognize Composer to insert GIF's, images, or links and how to disable those features
- How to Configure the Leaderboards (Stats)?
- How to Activate the Hall of Fame
Approval Processes
Step-by-step Feature Guides
- eNPS: Step-by-step Instructions
- Announcements: Step-by-Step Instructions
- Tasks: Step-by-Step Instructions
- Rewards: Step-by-Step Instructions
- Recognitions: Step-by-Step Instructions
- Nominations: Step-by-Step Instructions
Recognition Strategy
- List of Low Cost or Non-Monetary Employee Reward Ideas
- Month-by-Month Guide for How to Build a Culture of Gratitude
- How to Determine Recognition Program Design
- List of Roles and Duties for an Employee Recognition Team
- Employee Recognition Strategy and Best Practices
- Change Management Playbook
Recognitions
- How Managers and Admins Can View Employees' Upcoming Anniversaries and Birthdays
- How to Send a Recognition as a Delegate
- How To Send Bulk Recognitions
- Adding/Correcting Recognitions via Bulk Recognition Import
- How Do I Edit or Delete a Recognition?
- Can I Edit Recipients of a Recognition?
Badges
- Budget Planning Best Practices + Spreadsheet
- Badges Overview Video
- What are Recognition Badges?
- What Badges Come Out of Box?
- How to Assign Points to Badges
- How to Restrict or Limit the Number of Badges Users Can Send
Roles
Points
- Point Allocation Budgeting Tool
- Points Tab Overview
- How to Budget Using Point Allocations
- Points Overview
- Points: Redeemable vs. Non-Redeemable
- Points: Understanding the Different User Displays
Rewards
- Rewards: Deposit Money for Gift Cards
- How to Create a Rewards Catalog
- Adding Rewards to a Rewards Catalog Overview
- Are Points Redeemable for Rewards When Rewards are Turned Off?
- Rewards: Delayed Launch Email Template
- How do Company Rewards Balances Work?
Nominations
Tasks
Notifications
- Manager Recognition Reminder Notifications
- How to Change Notification Preferences (Company Admin)
- How to Manage Recognition Notifications for Managers (Global Default)
- Receiving Emails From Recognize
- List of Emails Sent by Recognize (by System Role)
- Receiving Recognition Notifications for Non-Direct Reports: What to Check
Reporting
- How to view employee engagement reports as a company admin (Video).
- How to Check Adoption Rates as a Company Admin
- How to View a Report of Users Who Are Not Yet Active
- How to Pull a Report to See Which Employees Have Not Received or Sent Recognition
- Enabling Engagement Emails: Step-By-Step Instructions
- Dashboard and Engagement Metrics
Security
FAQ
- My question is not listed here. What do I do?
- Emoji Reactions
- Overview of the Documents Section in the Company Admin Portal
- List of Supported Languages
- How to Subscribe to Recognize Status/Product Updates and the Recognize Quarterly Newsletter
- How to Find Details on Recognize Product Updates