Managing System Settings in JobPts

In this article, admins will learn how to configure the essential system settings that control how JobPts functions across the organization.

It helps admins easily locate and adjust important system options such as user settings, access controls and feature configurations. By managing these settings, administrators can tailor the platform to match company policies, ensure proper functionality and provide a consistent experience for all users across the organization.

To access system settings, log in to the JobPts Admin Center and follow the steps outlined below.

The System Settings page is organized into three tabs for easy navigation: General Settings, Module Configuration and Culture Intelligence Configuration. You can switch between these tabs using the menu at the top of the page.

You can quickly navigate through the article by clicking on any of the contents below:

General Settings

1. Currency and Conversions
2. Application Settings
3. My Profile Settings
4. Social Feed Settings
5. Message Quality Indicator
6. Proxy and Administrative Settings
7. User Satisfaction

1. Redeem Options
2. Recognition Options
3. Feedback Options
4. Celebration Options
5. Skills Options

Culture Intelligence Options

General Settings

Currency and Conversions

Currency settings

• Base Currencies - Is the base currency that the system will use for each conversion done in the system. 1 Job Point = 1 base currency selected. 
• Hide Currency - Removes visibility of points conversion and limits redemption possibilities to only the 'Custom Store' and 'Personalized Products'.
• Use API Recognition Conversion - If you want to use daily conversion rates that are provided by https://currencylayer.com/, mark this box. This will prevent manually entering the conversion rates. 

Financial Preferences

• Use Stripe - This option enables the employees to redeem rewards when they do not have enough points. They will be able to redeem the product/item by paying the remaining amount using their credit card. 
• User Daily Dollar Spending Limit - Define a daily spending threshold for each user by combining both Points and Stripe transactions.
  
  
• Fixed Rate Inventory - Keeps both the Standard of Living Index and the Currency Conversion Rate from the transaction date.
• Dynamic Currency Inventory - Keeps the Standard of Living Index from the transaction date, but applies the current Currency Conversion Rate at the time of calculation.
• Current Rate Calculation - Total points are summed and calculated at the end based on current rates.

Image: Currency And Conversions

Application Settings

User Experience Preferences

• Show Notifications - This setting allows you to control whether notifications are displayed on the homepage. Note that email notifications will still be sent regardless.
• Enable Copilot - Enable or disable the AI Copilot to customize your experience. If you prefer to work without AI support, leave the checkbox unchecked.
• Enable Callback Option - This setting allows you to enable or disable the 'Callback Option' within the Support Center. If disabled, the entire option, including the toggle, will not be visible to end users.
• English-Only Recognitions & Comments - If enabled, an info text will notify the user when non English words are detected when writing a message/comment that contains a minimum of 40 characters.
  Image: English-Only Restriction
  
  

Program Image Display Preference

• Classic Layout - Display one program per column with an assistance panel containing descriptive text.
• Compact Layout - Offers multiple image size options (S, M, L, XL) and removes the assistance text for a cleaner view.

Image: Size Of Display Preference

Characters limit

• Appreciation Message Length Limit - Specify the max character limit for appreciation & nomination messages, ensuring it does not exceed 5000 characters.
• Min Appreciation Length Limit - Specify the min character limit for appreciation & nomination messages.
• Comments Character Limit - Specify the max character limit for comments on social wall, ensuring it does not exceed 2000 characters.
• Min Comments Character Limit - Specify the min character limit for comments on social wall.
• Max Celebrations Character Limit - Specify the max character limit for celebration messages, ensuring it does not exceed 2400 characters.
• Min Celebrations Character Limit - Specify the minimum character limit for celebration messages.

Image: Application Settings

Image: Application Settings

My Awards Filters 

Image: Received Recognitions Tab

Filters in 'Received Recognitions' tab:

• Search Received Recognitions - Allows you to search for specific recognition you have received.
• Program Type - Search for a specific program type: Peer-To-Peer; Nomination; Celebration.
• Additional Filters - Attachments Included; Contains eCard; Received from Others; Received from Team Members.

Image: Redeemed Rewards Tab

Filters in 'Redeemed Rewards' tab:

• Search Redeemed Rewards - Allows you to search for specific product you have redeemed.
• Status Redeemed Rewards - Completed, Pending, Processing.
• Redeem Category - Dropdown menu displaying the categories you have already redeemed.
  
  
  Image: My Incentives tab
  
  Filters in 'My Incentives' tab:
• Search Campaigns - Enables you to search for specific incentives you have participated in.
• Status Campaigns - Pending; Approved; Rejected; Completed.

Sent Awards Filters

Enable or disable the filter sets that will be displayed on the Sent Awards tile in the application.

• Search Recognitions - Allows you to search for specific recognition you have sent.
• Program Type - Search for a specific program type: Peer-To-Peer; Nomination; Celebration.
• Additional Filters - Attachments Included; Contains eCard; Received from Others; Received from Team Members.
• Status Of Award - Approved; Pending; Rejected.

Filters

• Global - Enabling this option applies the default filter to celebrations and leaderboards based on global level.
• Country - Enabling this option applies the default filter to celebrations and leaderboards based on country.
• Org unit - Enabling this option applies the default filter to celebrations and leaderboards based on org unit.

My Profile Settings

General & Notification Settings

• Show Overview Tab - If selected, employees will be able to see the Overview tab in My Profile page.
• Show Welcome Slider - If selected, employees will be able to see Welcome Slider checkbox in My Profile page.
• Show Social feed notifications - If selected, employees will be able to see Social feed notifications checkbox in My Profile page.
• Show Recognition Notifications - If selected employees will be able to see Recognition Notifications checkbox in My Profile page.
• Show Nomination Notifications - If selected employees will be able to see Nomination Notifications checkbox in My Profile page.
• Show Nomination Information - If selected employees will be able to see Nomination Information checkbox in My Profile page.
• Show Campaign Notifications - If selected employees will be able to see Campaign Notifications checkbox in My Profile page.
• Show Celebration Notifications - If selected employees will be able to see Celebration Notifications checkbox in My Profile page.
• Show Feedback Notifications - If selected employees will be able to see Feedback Notifications checkbox in My Profile page.

Image: My Profile Settings

Image: My Profile Settings

Exclude me from Preferences

• Anniversaries - If checked, users have the ability to exclude themselves from anniversaries under My profile page in application.
• Birthdays - If checked, users have the ability to exclude themselves from birthdays under My profile page in application.
• Moments That Matter - If checked, users have the ability to exclude themselves from celebrating moments that matter under My profile page in application.
• Leaderboard - If checked, users have the ability to exclude themselves from all leaderboard/ranking list under My profile page in application.
• Point-Based Rewards - If checked, users have the ability to exclude themselves from monetary awards such as recognitions, nominations , service anniversaries and campaigns under My profile page in application.
• Emails - If checked, users have the ability to exclude themselves from receiving emails under My profile page in application.
• SMS - If checked, users have the ability to exclude themselves from receiving SMS text messages under My profile page in application.
• Social Wall - If checked, users have the ability to exclude themselves from posting awards on social wall under My profile page in application.

Help & Support

• Show Support Tickets - If selected, employees will be able to see Support tickets in My Profile page.
• Show Knowledge Base - If selected, employees will be able to see Knowledge Base in My Profile page.
• Enable Semos Cloud – Resources - Enable or disable the Resources option under Help & Support tab in My Profile page.

Profile Submenu Configuration

• Show Change Language - If selected, employees will be able to see Change Language button in application submenu.
• Show Sign Out - If selected, employees will be able to see Sign Out button in application submenu.

Social Feed Settings

Reaction Configuration

• Like
• Love
• Celebrate
• Wow
• Applause
• High-five
• Support

Show Employee Names on Social Feed Reactions checkbox - If selected, names of the employees who reacted on a social feed post or a comment will be shown.

*Note: By default this checkbox is always ON.

Filter Criteria

Enable different filter categories for the social wall. If checked, additional options for that category will appear.

Recognition Type & Program - Select this set to refine posts by Program Type, Award Reason, and Program Name. Dynamic options appear based on the social wall content.

• Program Type
• Program Name
• Award Reason
  
  

Media and Content

Utilize the Media Type filter to refine posts based on the content type, whether it is "Attachments," "eCards," "GIFs," or "Text Posts".

• Attachments
• eCards
• GIFs
• Only Text Posts

Time and Date

Set your time filters eligibility for "Today," "This Week," "This Month," or a "Custom date" for more specific searches.

• Today
• This Week
• This Month
• Custom Date

Organization & Teams

Filter posts by Department, My Team, or Global view. Set the default view of posts the users will have when accessing the platform.

• Global
• My Posts
• My Team
• Department
• Division
• Location

Interaction and Engagement

Sort posts with Newest/Oldest filter, Trending posts, or do employee-specific searches.

• Newest
• Oldest
• Trending
• Employee Name

Social Feed Preferences

• Remove Social Feed Title - Title of the social feed at the top of the social wall will be removed from the application.

Image: Social Feed Settings

Message Quality Indicator

AI Configuration

• Message Quality Indicator - Activate MQI for improved message quality assessment while sending recognitions. 
• Threshold value in % - Set the threshold below which the alert will appear for low message quality.

Image: Message Quality Indicator

Proxy and Administrative Settings

• Proxy Self-Service Enablement - End users can delegate proxy rights to designated individuals. However, proxy administrators will retain their eligibility to act as a proxy for anyone.
• Remove Manager's Statements - Hide manager statement under Analytics and User's profile picture.
• Export Report Scope - Enables admins to choose whether transactions from the exported document should be displayed by hierarchy or extended down to the 0 level.
  
  *Note: While the page will continue to display only users based on the configuration in the analytics hierarchy, this setting will control the scope of the exported report, allowing it to include a broader range of data.

   

  The dropdown menu will only be visible when the "Remove Manager's Statements" checkbox is unchecked.

• Custom Boardflo Link - In case you are using a shared Boardflo instance, enter the exact Boardflo link of that instance. 
  
  

  Admin Settings

• Admin in English - The translation pages in the Admin Center will be in English if this option is checked, regardless of the administrator's location or language settings.
• Limit Landing Images -  Number of maximum active landing images.
• Recognition Overview - Select this option if the primary focus of your organization is on recognition activities.
• Feedback Overview - select this option if the primary focus of your organization is on feedback activities.
• Months to Store Platform Utilization Data - Storing data for the duration specified in this text box, ensuring a minimum two-month data retention period.
• Disable 'Don't Show Again' - Disable the checkbox 'Don't show again' on the Landing Images so the end users are not able to disable the image.
• Email Sending - Toggle to control email sending for testing. Unchecked prevents emails; checked enables normal flow.

Image: Proxy And Administrative Settings

Overview Configuration

• Award Reasons - Show the chart for top 7 Award reasons.
• Recognition Message Trends - Show the chart for recognition message trends.
• Manager's Leaderboard - Show the Leaderboard for top 10 Managers for the month.
• Define Start Date of the application.
• Upload Admin Guide - Option for uploading admin guide for different languages.

Image: Proxy And Administrative Settings

Culture Profile Settings

• Culture Profile - Enable or Disable the Culture Profile page in the My profile section within the application. If checked, additional configuration will appear below.
• Restrict Culture Profile to Admin Users - Limit Culture Profile visibility solely to administrators. Regular users won't be able to see this page.

Module Configuration

Redeem Options

Display Preference

• Tiles view - Show active options selected below as tile cards.
• Interactive catalogue - If interactive catalogue is selected, additional sliders containing interactive information, such as Trending, Just for you and Buy Again, will appear within the Redeem tile.

Slider Configuration 

Specify which redeem categories (eGift, Custom Store, Donations, Virtual cards) will be displayed in the three sliders on top of the page: 

• Trending
• Just For You
• Buy Again

Catalog Eligibility

• Custom Products- Has all the products that are manually created by the company HR/admin team. 

• Viator – Users can redeem their earned points by booking a well-deserved vacation, trip, or unforgettable experience from the Experience Catalog.

• Virtual Cards - Offers eCash cards that you can use freely based on your needs and preferences.
• Donations - Provides a selection of diverse projects where you can choose to make donations.
• eGift cards - Access a wide range of e-gift catalogs, tailored to each country and available worldwide.
• GCodes - Countries must be designated as included or excluded to control which employees have access to the GCodes option within the application.
• Amazon - Access to the Amazon catalog within the application is controlled by designating countries as either included or excluded.
• Personalized Products - Admins can include or exclude specific countries from viewing the Personalized Products option in the Redeem Rewards Catalog.
• SwagUp - Access to the Branded Merchandise catalog within the application is controlled by designating countries as either included or excluded.

Image: Redeem Options

 Recognition Options

Program Settings

• Share Points -  Enables the Share Points program.
• Team Award - Enables the team award option. If this option is disabled you not be able to send a team recognition
• Approve Team Awards like Team - Enable bulk approval for team recognitions.
• Boost Feature - Enable the Boost button on the social wall.

Display Boost For

Display Recognitions By

• Program Name - If selected, program name will appear as showcase value for the received recognition.
• Award Reason - If selected, award reason name will appear as showcase value for the received recognition.
• Step/Range Name - If selected, step/range name will appear as showcase value for the received recognition.

Display Preferences

• Recognition Type Label - This setting allows the admin to control whether the recognition type label is shown in the JobPts application on the “My Available Programs” page. If the “Display Recognition Type Label” checkbox is selected under System Settings, the label will be visible to users.
• Campaign Type Label - If this option is selected, the campaign type (Subsidy, Health, Earn Points, Sustainability Project) will be visible in the application. Otherwise, no label will be displayed. 
• Private Recognition - This will enable the JobPts users to define if the sent recognition should be private or not while sending the recognition through the JobPts Application. If this is selected, a new toggle “Public Post/Private Post”  will appear when sending the recognition, which the user can manage, depending on if the recognition should be posted on the social feed or not. 
• Health Analytics - When enabled, Health Analytics will be displayed within the Analytics tile.
• Incentives - When enabled, the Incentives tab will be added to the 'My Awards' tile.
• Certificate Download (Sent Awards) - When enabled, this option allows senders to download certificates for the awards they’ve given
  
  
  
  Image: Display Preferences

Recognition Analytics

• Recognition Analytics - Include recognition analytics to the analytics tile.
• Non-Monetary Tile - Activate the 'Non-Monetary Tile' to view award reasons sent as part of non-monetary programs.
• Comparison Tile - enable the 'Comparison Tile' in the Manager's Analytics, giving managers the capability to compare two individuals within their view.
• Monetary Tile - activate the 'Monetary Tile' to view award reasons sent as part of monetary programs.
• Comparison Tile - Enable the 'Comparison Tile' in the Manager's Analytics, giving managers the capability to compare two individuals within their view.
• My Workforce Tile - Activate the 'My Workforce Tile' to view your team's performance and awards.
• Inside vs Outside Reach - Activate the 'Inside vs Outside Reach Tile' to view if employees recognize inside their team or reach outside it.
• Hierarchy Level - Select between: Direct Reports Only, Direct + Second Level Reports & Three Levels Down.
   
  

Notification Settings

• Pending Recognition Reminders in Days - Set the number of days before managers are reminded of pending recognitions.
• Multi-User Selection Limit – Define the maximum number of users that can be added during 'select all' or multiple selections.
• Maximum Users for CC - Specify the maximum number of users that can be added to the CC field when recognizing someone.

SMS Communication Availability

• Enable SMS - Enable sending SMS as notifications for Nominations, Recognitions, Celebrations and Anniversaries.
• SMS Message Length Limit - Set the maximum number of characters that will be counted for SMS messages.

NFT Integration

• Enable NFT - Enable this option to enable users to convert their recognition messages into non fungible tokens (NFTs). 
• Appreciation Message - Turn off converting of the message for privacy compliance.
• Create Collection - The admin needs to enter a collection name, description, NFT title (used as the title for each appreciation message converted into an NFT) and upload a cover image for the collection.
• NFT Photos - Enter the number of photos that can be uploaded in the program.
• NTTs Disclaimer - Add a custom NFT Disclaimer text.

Reports Settings

List of employees available for the 'Redeem for someone else' feature.

• All Employees - This option will include all employees.
• Not Active Employees - This option will include only inactive employees.
• Deskless Employees - This option will include only deskless employees.
  
  

Feedback Options

• Feedback - Enable Feedback as a module. If checked, additional configuration will appear below.
• Performance Intelligence - Enable this checkbox to include Performance Intelligence as a third program type under the available feedback programs.

Team and Multi-User Settings

• Team Feedback - Allow users to create and give feedback to entire teams.
• Behaviors - If selected, will show the chart for top 7 behaviors.
• View of All Feedback - If selected, will show the charts for feedback allocation.
• Manager's Leaderboard - If selected will show the Leaderboard for top 10 Managers for the month.
• Feedback Given by Managers - If selected, will show the charts for feedback given by managers.
• Feedback Given by Anonymous - If selected, will show the charts for anonymously given feedback.
• Multi-User Selection Limit - Define the maximum number of users that can be added during 'select all' or multiple selections.
• Define Start Date
• Upload Admin Guide - Option to upload admin guide for different languages.

Display Preferences

• Behavior Image - If Feedback Behavior Image is enabled in System Settings, the image will be hidden in both the application and email communications.
• Feedback Type Label - This allows the admin user to specify whether the feedback type label should be displayed on the 'My Available Feedback Programs' page in the JobPts application.

Celebration Options

Display Preference

• Tiles View - Will show active options selected below as tile cards.
• Interactive celebration page - Will display celebrations with sliders and tiles for more interactive experience.

Interactive Celebration Page Options

• Past Events Visibility (Days) - Define the number of days for which past events will remain visible under 'Celebrations'.
• Days For Personal Events in Slider - Define the number of days personal events will be displayed in the slider.
• Days For Missed Events in Slider - Set the limit for the number of days missed events will be displayed in the slider.
  
• Days For Future Events in Slider - Set the limit for the number of days upcoming events will be shown in the slider.

Memory Book Settings

• Internal Memory Book - Select this option for memory book that can be created from the admin center of JobPts.

Milestone Badge and Display

• Milestone Badge - Visible to users who have defined an upcoming service anniversary in the system, showcasing the next anniversary milestone they are about to celebrate.
• Hide Automated Moments from 'Created By Me' Tab - Automated moments are attributed to the manager as a creator. Enabling this option will prevent managers from viewing these automated events in the 'Created by Me' tab.

Service Celebrations

Anniversaries

• First Manager Notification Anniversary Email - Define when the notification email will be sent to the manager for an upcoming anniversary of their direct report. There is an additional button labeled 'Add Manager's Notification' to include more notifications for managers if necessary.
• Second Manager Notification Anniversary Email - Define when the notification email will be sent to the manager for an upcoming anniversary of their direct report.
• Days Before Actual Service Anniversary - Define when the user will be notified of their upcoming anniversary created through the system. If disabled, the user will receive an email on the date of the event.
• Include Payroll Award for Service Anniversary - Enable this checkbox to include Payroll Award in Service Anniversaries.
• • Send date - Enter a specific date to schedule all anniversaries to be sent on that day each month.
  • First Reminder checkbox - A reminder will be sent X days after the send date to users who have not selected their preferred item (14 days is the default after the fixed anniversary date).
  • Second Reminder checkbox - A final reminder will be sent X days after the send date to users who have not selected their preferred item (21 days is the default after the fixed anniversary date).
  • Set Gift Expiration checkbox - Define an expiration period.

    If 'User Preference Anniversary Settings' checkbox is selected, additional options will appear to configure when the items will be sent:

• Notify Manager - Enable notifications for managers about upcoming service anniversaries.
• Send Date - Enter the number of days before the employee's anniversary notification date for the manager's reminder.

Birthdays

• First Manager Notification Birthday Email - Define when the notification email will be sent to the manager for an upcoming birthday of their direct report. 

• Second Manager Notification Birthday Email - Define when the notification email will be sent to the manager for an upcoming birthday of their direct report.
• Days Before Birthday - Define when the user will be notified of their upcoming birthday created through the system. If disabled, the user will receive an email on the date of the event.

Swag Shipping

• Days Before Anniversary To Ship Swag International
• Days Before Anniversary To Ship Swag US

Skills Options

• Employees Skill Weight - Each skill detected in a recognition sent by non-managers will be weighted according to the value specified in this section.
• Manager Skill Weight - Each skill detected by a recognition sent from manager will be weighted according to the value specified here.
• Potential Talent Threshold - Define the minimum number of talent groups an individual must possess potential in to be considered a potential talent.

Culture Intelligence Configuration

Image: Culture Intelligence Configuration

Culture Intelligence Options

Tab Activation

• Employee Tenure - Metrics linked to Tenure and Engagement. Disable this tab if client do not provide hire dates.
• Employee Retention - Metrics linked to Retention and Engagement. Disable this tab if client do not provide hire dates.
• Diversity and Inclusion - Metrics linked to Gender and Engagement. Disable this tab if client gender data is unavailable.
• Engagement Insights - Interactions on the social wall, approvals, recognitions, campaigns, celebrations, feedback, and nominations are counted here.
• Approvers Efficiency - Metrics associated with Approvals in Recognition, Nominations, and Campaigns. Deactivate this tab if the client does not utilize any of these options.
• Program Ambassador Badge - Add the timeframe (in months) for which the users will be calculated as program ambassadors.

Benchmark Configuration

• Benchmark for Good Usage - Add the benchmark for good usage of the platform. If the usage is below this benchmark an alert for increasing platform utilization will appear in the overview page.
• Recommended Approval Time  - Add benchmark for recommended approval time.

User Exclusion Settings 

• Admins will have the option to exclude specific users from the Culture Intelligence Dashboard. Users selected for exclusion will not be included in any calculations within the dashboard, affecting both the displayed charts and the exported Excel files.

After making the necessary changes, click Save to apply the updates.

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