Step one: When you first log onto Perkbox you will be on your Admin Dashboard. From here you'll need to click on the wallet icon on the top of the homepage and select 'Your points to give'.
Step two: To purchase points you'd need to click on ‘Buy points’ and enter the amount of Reward points you would like to Purchase. Entering an amount into the ‘Enter amount’ box and on the right hand side will show you the £ equivalent amount of points.
*For example £50.00 will give you 500 Reward points.
Step three: Once you have decided on the amount of points you'd like to purchase you can click continue and this will then provide you with a summary of your purchase including your net amount, VAT and the total amount to pay, alongside two payment options:
Bank Transfer: This option will send you an invoice and once this is paid the Reward points will then be transferred to your Admin wallet
Card Payment: This is the quickest method, as once your bank details have been entered, your Reward points will instantly be topped-up.
Once the points have been allocated to your Admin wallet, your current balance will reflect the amount of points you purchased. From here you have two options: Give Points or Create Budgets.
Option one: Give points - Reward employees or assign budget to managers.
If you want to Reward employees straight away you'd need to select the 'Reward Employees' option. From here you can customise your Reward and choose to either send to individual employees (up to 30 at once) or bulk reward up to 1000 users by using a CSV file.
Alternatively, if you have managers assigned on the platform you can assign budget to individual managers and these managers can then distribute these points to the users within their teams.
Option two: Create Budget - Create Budget Categories
To use this option you'd need to click 'Create Budget' and then '+ Budget'. Here you'd enter your Budget name, type and amount. Once you click save this will create the budget pot for this budget type.
