Create a New Subsidy Campaign

Subsidy campaigns offer employees payroll support for investments in goals like wellness, sustainability, or personal growth. This guide will walk you through how to create a campaign and explain how it can help you invest in yourself and your future

Subsidy campaigns can directly benefit employees. Through payroll-based support, employees receive financial assistance when investing in personal goals—such as education, wellness, or professional development.

To participate, employees simply upload their invoice and enter the invoice amount. This enables them to enhance their well-being while benefiting from the company’s support.

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: Manage Subsidy Campaigns Page

To start creating a new campaign, click on Create New Campaign button. 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, Campaign Participants, Budget Info and Sections.

Image: 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 (also known as ‘Terms and Conditions’) outlines the rules, eligibility criteria, and responsibilities associated with participating in the campaign.
• Choose a campaign image or Upload your own to personalize your campaign.
• Period - Dates from/until the campaign will be active in the application.
• Campaign Participants – Select between:
  • All - All employees will be eligible to participate in this campaign.

• • By Org Unit - Only employees from the organizational units selected by the admin are eligible to participate in the campaign.
  • Upload from Excel - Enables you to upload an Excel file to define a specific list of users who are allowed to enroll in the campaign.

Image: Campaign Participants (All, By Org Unit, Upload from Excel)

Image: Budget Info Section

• Budget Info:
  • If the Budget Is Unlimited checkbox is selected, the budget amount cannot be specified, and the Show Usage Bar checkbox cannot be selected. However, if the budget is limited, the budget amount must be entered.
  • Show Usage Bar - If selected, a usage bar will be displayed in the application to track the subsidy usage.
  • Wage Type - Drop down menu with 2 options: Taxable & Not-Taxable.
  • Cost Center - Allows you to specify the cost center within the company that provides the budget for this campaign.
  • Budget Amount - Option to define a budget for the subsidy campaign.
  • Points Per Participant - Option to set the maximum amount a single user can receive from this campaign.

• Campaign Sections
  • Add Section - Clicking this button opens a new modal where you can name a new label and choose to add either a text field or a dropdown menu.
    • Label Name - Specifies the name of the section where the dropdown or text field will be displayed.

• • • If Dropdown is selected, the Option Value field will appear, allowing you to define the list of options that will be shown in the dropdown menu.

• • • Text Field - If this option is selected, the user will see a text box in the application where they must provide a reason for their submission.
      
      

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

Once you've finished setting up the subsidy campaign, click Save to finalize and create it.

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

Image: Available Options for Subsidy Campaign

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