Edit a Monetary Program

This article will help you understand how to review the status and make necessary changes to a Monetary Program.

You can modify an already created Monetary Program at any time. To edit a Monetary Program, log in to the platform, and follow the steps below.

Once you log in, select Admin Center in the top right corner.

You can proceed by selecting Programs on the left side and navigate to Manage Peer To Peer Programs. Find the program you want to edit, click on the three dots next to the Actions button and select Edit from the drop-down menu.

Image: JobPts application - Manager Peer to Peer Programs

*Note: Your company list of recognition programs will be different from the one presented.

For monetary recognition programs that have not any transactions yet, you can make changes to Program Image, Program Participants & Recipients, Limits, Program values and settings. After you make the necessary changes, click Save to update and save the program.

Image: JobPts application - Manager Peer to Peer Programs - Edit Program

*Note: For monetary programs, the following changes within the Approvals & Controls section cannot be made: Program type (change to non-monetary), Steps and Range.

An option to delete programs is available that allows you to delete any programs that have not been used in the application.

You can delete any of the programs by finding the program, click on the three dots next to the Actions button and select Delete.

Image: JobPts application - Manager Peer to Peer Programs - Delete Program

*Note:  If a program has been already used, the Delete button should not be presented, meaning that if a transaction has been made, the program cannot be deleted. Also, if a program has been linked to a budget, then the link between the two will be deleted upon deletion of the program.

The Translate option will allow you to translate the program into multiple languages, so users from other countries can view the program in their local language.

You can translate any of the programs to another language by finding the program, click on the three dots next to the Actions button and select Translate from the drop-down menu.

Image: JobPts application - Manager Peer to Peer Programs - Translate

After selecting the language in the dropdown list, a new screen divided into two columns opens.

Image: JobPts application - Manager Peer to Peer Programs - Translation

All fields in the left column are already filled in automatically with the original description text in the language used when the program was originally created. Beside each field in the right column, you need to add the translation word/sentence in which you want to have this program.

After you are finished translating the details, click Save to update and save the program.

The Notifications option will allow you to send a an email to all configured senders of the given program. The senders will receive an email informing them that they can start using the program to send out recognitions to their colleagues. 

The following pop-up warning window is displayed before you send a notification to all program senders.

Image: JobPts application - Manager Peer to Peer Programs - Notifications

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