Discover how to create and share comprehensive quarterly or yearly wrap ups on LinkedIn, complete with the option to download them as PDF files.
In this article:
- Create and edit new wrap up
- Publish wrap-up on LinkedIn
- Download wrap-up as PDF file
- Activate Wrap-Up
- Translate Wrap-Up
Log in to JobPts –> Programs –> Manage Wrap Ups –> Create New Wrap-Up
Image: JobPts application – Manage Wrap-ups
As indicated in the screenshot, there are two types of wrap up: quarterly and yearly.
Once the Create New Wrap-Up button is clicked, fulfill and choose your preferences for the new wrap-up.
- Wrap-Up Title – 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 – enter the recognition summary text here.
*Note: Default recognition summary text is already entered, anyway you may change it at any time.
- Most Appreciated For – enter a text for which 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.
- If Custom message is selected, there will be additional text field for custom message.
- If Award Reason Description is enabled, the wrap up description for the award reason will be pulled.
- Leaderboard Text– enter a leaderboard text.
*Note: Default message is already entered, anyway you may change it at any time.
- Top Employees Percentage – enter a number from 1 to 100. If the employee belongs to the entered number of percentage, additional section will appear on application, emphasizing the moment that they are in the Top X % of most appreciated employees.
- Upload wrap up background – mandatory field (max size of 300 kb).
- Share on LinkedIn toggle – Enabled by default. If disabled, the wrap-up cannot be shared on LinkedIn.
- Title Color – choose a title color from the color picker.
- Subtitle Color – choose a subtitle color from the color picker.
- Background Color - choose a background color from the color picker.
- Recognitions – 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.
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*Note: At least one option must be selected to save the wrap up.
- Select Wrap Up Period – select one of the 2 possible options:
- 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.
- 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 – 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.
To access the created wrap-up on application, follow the steps:
Log in to JobPts –> My Awards –> select your Wrap Up
After you've logged in the application, you will be notified with an in-app notification that your Wrap-up summary is ready:
By clicking on the notification or manually navigating to My Awards, you will locate your Wrap-up summary:
Image: JobPts application – Quarterly Wrap Up
Additional options will be possible here:
- Download as .PDF button – on click will download the PDF version of the wrap-up
- Share on LinkedIn button – on click a modal with an option to share the wrap-up on LinkedIn will open
*Note: This option is available if LinkedIn integration is active and enabled for the specific wrap-up (Yearly/Quarterly).
Image: JobPts application – Share on LinkedIn
Image: JobPts application – Mostly Appreciated For