Create Subsidy Campaign

Learn the steps about how to set up a Subsidy campaign.

Subsidy campaigns are an option for employees to receive payroll monetary assistance from the company when investing towards accomplishing a certain goal.

To create a Subsidy Campaign, log in to the Admin Center of the JobPts application. On the left-hand side, select Campaigns and then Manage Subsidy Campaigns.

On the screen, you will see all previously created Subsidy Campaigns accordingly.

Image: JobPts application - Manage Subsidy Campaigns

To start creating a new campaign, click on Create New Campaign button at the top right.  This will open a new window where you should enter details for the new campaign.

Fields that need to be entered are: Campaign Name, Campaign Image, Campaign Assistance Text, Campaign Description, Disclaimer Text, Valid From, Valid To dates, and Campaign Participants, Budget Info and Sections.

Image: JobPts application - Create New Subsidy Campaign

• Under Campaign Name give a specific name to the Campaign as it will appear in the application;
• Under Campaign Assistance Text write a text to briefly explain the purpose of the campaign. This text will appear in the application in the right-side assistance panel;
• Under Campaign Description write an explanation about the campaign. This text will be displayed under the campaign name within the application;
• Campaign Disclaimer, often defined as ‘Terms and Conditions’, is a disclaimer about the program that the user needs to agree to participate in the campaign;
• Select Campaign Images;
• Period - dates from/until the campaign will be active in the application.
• Campaign Participants – select between:
  • All - all employees will be able to take part in this campaign.
  • By Org Unit - only employees from the certain organizational unit will be eligible for the campaign.
  • Upload from Excel allows you to upload an Excel file with all the required fields to add a list of specific users allowed to enroll.

• Budget Info:
  • If the Budget is Unlimited checkbox is ticked, there is no need to set the budget amount. But if there is a limited budget, both these values need to be entered.
  • Show Usage Bar adds a visual usage bar for users to check the progress towards the budget limit when enrolling in the subsidy campaign.
    • Wage Type - is a coding system used to define a type of payment to the user's payroll. This option is usually used by the HR administration to define the gross pay and deductions per each org unit.
    • Cost Center allows you to specify the department within the company that provides the budget for this campaign.
    • Budget Amount can be set if there is no unlimited budget.
    • Points Per Participant, is the maximum amount a single user can receive for this specific campaign.

Image: JobPts application - Budget Info

• The Campaign is Active - is active once this checkbox is marked.
• Campaign Sections
  • Add Section - by clicking on this button a whole new modal will open. Here you can name a new label, and select an additional text field or the drop-down menu to appear.
    • Label Name - is the name of the drop-down list.
    • Option value - is the options which are going to be listed in the drop-down list.
    • Text Field - if this option is selected, the user will see a text box in the application where (s)he will need to explain the reason for her submission.
    • Dropdown - if this option is selected, the user will have additional options in the drop-down list to select.

Image: JobPts application - Add section

*Note: You need to have at least one campaign section to create a new one.

After you are finished, click Save to create the campaign.

Available Actions for each campaign are Edit, Translate, and Wage Types.

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