Manage Moment that Matters

Learn how to create and manage moments from the JobPts Admin Center.

In this article:

• Introduction to Moment that Matters and Memory Book
• Activation of Moment that Matters in Social Feed
• Create New Moment Type
• Edit Moment Type
• Translate Moment Type

Each employee can create a custom moment that matters for them and their colleagues such as a new house, birth of a child, new promotion, new milestone, etc.  Also the manager or a coworker can create this moment for them and invite other colleagues from the team to sign a virtual card.  The creator of the moment can also create a memory book of all the congratulatory messages and virtual eCards which can be shared with the receiving employee in both digital and physical format.

Image: Memory Book is a digital experience showcasing the congratulatory comments that managers, peers, and workplace friends submit for any type of “moment that matters”

Activation in Social Feed

Under the Admin Center, in Social Feed Configuration there is an option to set the Moments that Matter. Based on the setting, employees can share congratulatory messages received from their colleagues on the social feed.

To access and set the Moment that Matters setting in to the JobPts Admin Center of the application, on the left-side panel, click on Application Settings and then Social Feed Configuration.

Image: JobPts application - Social Feed Configuration

Create New Moment Type

To manage and create new moment types in to the JobPts Admin Center of the application, on the left-side panel, click on Celebrations and then Manage Moments that Matter.

Image: JobPts application - Manage Moment Types

The following window will be displayed with all of the options listed below when creating the new moment type. 

Image: JobPts application - Create new moment type

Moment Title - Add title for the moment type

Moment Description - Add description for the moment type

Moment Image - Select or upload image for the moment type

Delay visibility to User - Hide the moment from the end user until the event date.  
This feature is applicable if the moment is created for someone else. If a user creates a moment for themselves, it will be visible instantaneously.

Include in Home page Slider - Decide which moment types will be counted and visible in the home page slider.

Moment Roles

• Moment Creators: Users with the ability to create and initiate moments

1. Managers - Select the group of managers  that will have the ability for creating moments that matter.
2. Everyone for their department - If selected, 'Moment Recipients' will become disabled.
3. Everyone for their team - If selected, 'Moment Recipients' will become disabled.
4. Company Structure - Select the group of employees that will have the ability for creating moments that matter withing the provided filters.

• Moment Participants: Users with the ability to participate in the created moments.

1. All - If selected, all employees may be participants.
2. Company Structure - Select the group of employees that will have the ability for participate in the created moments.

• Moment Recipients: Users eligible to receive the created moment.

1. All - If selected, all employees may be recipients.
2. Direct Reports - If selected, only direct reports may be recipients
3. Company Structure - Select the group of employees that will have the ability to be participants in the created moments.

Connect a Swag Item - If selected, the chosen swag item can be sent for the specified moment type.

Communications

• Enable SMS - If checked, users will receive notifications via SMS on their mobile device. 
• Allow sender to add phone number - If checked, the sender will be able to enter a phone number to users who do not have a registered phone number within the application.
• SMS recipients 
  • All - send notification to all employees .
  • Deskless employees - send notification only to deskless employees.

• Appreciation SMS Text Message - If checked, the appreciation message will be limited to 160 characters. The recipient will receive the recognition message via SMS.
• Notification SMS Text Message - If checked, the appreciation message is not limited but the recipient will receive notification SMS without the recognition message in it. 
• Moment Settings
  • Additional Options

Edit Moment Type

You can also Edit already created moment type by clicking on Edit button next to the type that was previously created.

Image: JobPts application - Edit moment

The editing screen will open where you can edit all of the previously created values. In the end, Submit your changes.

Image: JobPts application - Edit moment

Translate Moment Type

There is a Translate option which allows 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 - Translate moment

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

Image: JobPts application - 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.

*Note: In the standard view of "Manage Moments That Matter" page, admins can search for both active and inactive moments by selecting a status from the dropdown menu. Additionally, they can filter to display only those moments that have a connected memory book.

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