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This article explains how to manage and import Points Cards.
Points cards are customizable codes that are designed to enhance your employee recognition efforts. Give points card to any employee for any reason. Employees scan the code and are led directly to their reward platform with their points automatically deposited into their account.
It’s the perfect marriage of offline recognition and powerful technology.
To import Points Cards, log in to the Admin Center of the JobPts application and follow the steps below:
Log in to JobPts -> Admin Center -> Rewards -> Import Points Card
On the left-side panel, select Rewards and then go to Import Points Card to import the excel file containing all point card details.
Image: JobPts application - Import Points Card
First, click on the Download Template button, which will download the pre-formatted excel file where within the defined columns, details for point cards should be added. These fields will contain Codes of the point cards and Face Value which is the number of points each card rewards to the owner that redeems it.
Image: JobPts application - Template for Points Card
The codes must be entered in the following format XXXX-XXX-XXXX
After adding all point cards to the document, click on the Upload Points Cards button to upload the downloaded excel file with the complete information added for all the points cards.
Image: JobPts application - Upload Points Card
After the file completes uploading, click on the Save Excel Data button to update the system with the newly added data. This action will also validate if any duplicate codes exist in the system.
Image: JobPts application - Import Points Card
You will receive a Success message that the points card data is successfully uploaded.
Image: JobPts application - Successfully imported Points Card
Please review our comprehensive step by step video guide:
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