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Create & Manage Personalized Wrap-Up

This article will guide administrators through the process of defining and editing quarterly or yearly Wrap-Ups in JobPts. It also explains how to activate or deactivate Wrap-Ups, as well as how to manage translations.

The Wrap-Up is a personalized, time-based summaryโ€”available quarterly or yearlyโ€”that captures your recognitions and/or nominations, within the JobPts platform.

Designed to celebrate your accomplishments, it offers a clean, visually engaging snapshot of your contributions, making it easy to reflect on your impact, share your success, and take pride in your progress.

In this article, we will cover how to:

  • Create a New Wrap-Up

  • Edit a Wrap-Up 
  • Activate/Deactivate a Wrap-Up

  • Translate a Wrap-Up

Log in to JobPts โ€“> Programs โ€“> Manage Wrap Ups โ€“> Create New Wrap-Up

Image: Manage Wrap-Ups Page

As indicated in the screenshot, there are two types of wrap up: quarterly and yearly.

After clicking the "Create New Wrap-Up" button, complete the required fields and select your preferred settings for the new Wrap-Up.

 

Image: Define Wrap-Up Page

  • Wrap-Up Title โ€“ Enter a title for your wrap-up.

*Note: Default wrap-up title is already entered, anyway you may change it at any time.

  • Wrap-Up Subtitle - Enter a subtitle for your wrap-up

*Note: Default wrap-up subtitle is already entered, anyway you may change it at any time.

  • Recognition Summary โ€“ Enter the recognition summary text here.

*Note: Default recognition summary text is already entered, anyway you may change it at any time.

  • Enable Top Employees Percentage - When the toggle is enabled, the field for entering top employees percentage will become visible.
  • Leaderboard Text - Enter the leaderboard text here.

    *Note: Default leaderboard text is already entered, anyway you may change it at any time.
  • Most Appreciated For โ€“ Enter a text that describes what the most recognitions were received for.

*Note: Default message is already entered, anyway you may change it at any time.

  • Select between Custom Message or Award Reason Wrap Up Description radio buttons.
  1. If Custom message is selected, there will be additional text field for custom message.
  2. If Award Reason Description is enabled, the wrap up description for the award reason will be pulled.
  • Upload Wrap Up Background โ€“ Mandatory field (max size of 300 kb).
  • Share on LinkedIn toggle โ€“ Enabled by default. If disabled, the wrap-up cannot be shared on LinkedIn.
    • Title Color โ€“ Choose a title color from the color picker.
    • Subtitle Text Color โ€“ Choose a subtitle text color from the color picker.
    • Subtitle Background Color - Choose a subtitle background color from the color picker.
    • Background Color - Choose a background color from the color picker.

      Settings

    • Recognitions โ€“ Select this checkbox to include recognitions in the total award count.
    • Nominations - Select this checkbox to include nominations in the total award count.
    • Nomination Winners - Select this checkbox to include nomination winners in the total award count.
  • *Note: At least one option must be selected to save the wrap up.

    • Select Wrap Up Period โ€“ Select one of the 2 possible options:
    1. Quarterly Wrap Up - When enabled, a new tile summarizing all awards received during the quarter will be added to each user's My Awards section on the first day of each quarter.
    2. Yearly Wrap Up When enabled, on January 1st of each year, the system will generate a new tile for each user, compiling all awards received throughout the previous year. A tile is created if the user has received awards equal to or exceeding the defined threshold.
    • Awards Threshold โ€“ Define threshold for quarterly/yearly wrap-up. This is a mandatory field.

    *Note: The number entered here represents the minimum threshold of received awards required to generate a wrap-up tile.

     

    After entering the details, click Save.


    For detailed instructions on how employees can access their Wrap-Up in the application, please refer to this article.

    If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.