Budgets help you manage reward and recognition programme spending. Here you can set up your initiative budgets, organise points into the budgets and effortlessly track incentive spending.
1. Set up your budgets
Align your Reward points budgets with your existing initiatives:
Enter your initiative as a budget name, for example ‘Anniversary’ or ‘Employee of the month’
Assign a budget type to each category
2. Add points to the budgets
By default, any Reward points you purchase will be added to the Unassigned budget. You can seamlessly organise your points into the budgets you’ve created in the earlier step:
Select a budget and enter the number of points you want to add to it
If you don’t wish to add points to a certain budget, leave them blank
Purchase additional points at any time
3. Give points from a budget
When giving points, you’ll be able to choose the budget you want the points to come from:
Click the budget dropdown and select the initiative you wish to use
Type the amount of points you wish to give and click continu
Note: when you allocate points from a specific budget to your managers, they will also see it reflected in their manager wallet. This helps you guide them around the types of reasons to reward their team.
What are the top 5 benefits to budget categories
Budgets help you seamlessly plan and manage your reward and recognition programme by organising your Reward points budget