🌜Past Quarterly Updates - Q4 2023

Delve into our legacy release notes archive for a glimpse into past quarterly updates. Discover the evolution of our products and service over time.

Getting Started Updates
Admin Center Updates
Recognition Experience Updates
Celebration Experience Updates

📢 Getting Started News

Program Ambassador Badges

Admins could send badges to all program ambassadors, promoting engagement. These badges were displayed on the social wall, and if engagement dropped, the badge would be temporarily hidden until re-earned. This feature enabled admins to celebrate and motivate ambassadors by ensuring that badges reflected ongoing engagement levels.

Admins' Social Wall Posts
Admins gained the ability to post directly on the social wall, offering a platform for announcing, celebrating, and engaging with the community. This feature allowed admins to communicate important updates, achievements, and more, adding a personalized touch to the recognition process.

Explore Celebrations in Detail
The 'Celebrations' Report provided deeper insights into each celebration, offering valuable details such as the creator, the date it occurred, surprise elements, and more. This feature allowed admins to analyze and track celebrations more thoroughly within the 'Transactional Reports' section.

Accessibility

Accessibility features were implemented across the platform to ensure it was welcoming and usable for all users, regardless of abilities or limitations. This commitment to accessibility empowered users to fully participate, fostering a more inclusive and equitable experience.

Spotlight Your Preferred Value
Admins could customize the platform by highlighting specific values such as award reasons, program names, or step/range names. This personalization allowed organizations to align the platform with their core values, enhancing the relevance of recognition. While the configuration was done in the admin center, the customized values were visible to all users.

🔧 Getting Started Enhancements

Social Feed Filters and Reactions
Experience the upgraded functionality on our application site! Now, effortlessly filter specific sets, discover trending posts, search by program types, react to content with emoticons, and mention others for a more engaging experience. Receive instant notifications when someone mentions you, ensuring you never miss a moment of connection.
Where can you find it: Application
Accessible for user type: All users
Reference documentation: Learn more in our detailed article.
Configure Visible Tabs in Culture Profile for End User
Grant access to regular employees to the Departments and Teams tabs within the Culture Profile. Admins can now configure user permissions to allow non-admin users to explore and engage with these two tabs while ensuring the Culture Page is exclusively for relevant stakeholders.
Where can you find it: Admin -> Administration -> System Settings
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Culture Page Update: Recognition Activities of Employees and Managers
We've merged two charts into a single view with a tab option, allowing the admin to select between 'Manager' and 'Employee' perspectives for enhanced engagement insights.
Where can you find it: Admin -> Administration -> System Settings
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Schedule E-Cards
Administrators will have the ability to schedule eCards to be available only within a specific time frame, allowing for time-sensitive promotions.
Where can you find it: Admin -> Configuration & Branding -> E-cards
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Schedule Landing Images
Administrators will have the ability to schedule Landing images to be available only within a specific time frame, allowing for time-sensitive promotions.
Where can you find it: Admin -> Application Settings -> Manage Landing Images
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Customizable Visibility of Health Analytics
Introducing 'Health Analytics' checkbox in System Settings for control over health module visibility under Analytics. This provides flexibility for scenarios where the health campaigns are included, but the analytics view for health is not needed for managers.
Where can you find it: Admin -> Administration -> Configuration & Branding -> E-cards
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Audit Log Report
We have expanded our auditing capabilities to not only cover the admin site but also the application site. This means that our audit log now provides a comprehensive and detailed report, incorporating logs from both the admin and application domains. With this enhancement, we can offer a complete and thorough overview of all changes
Where can you find it: Login to JobPts -> Adoption Reports -> Audit Log
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Advanced Filtering in Sent and Received Awards
Explore your transaction history with the seamless functionality of our newly introduced advanced filters. Whether you're searching by program type, eCard specifics, attachments, or more, finding the transaction you need has never been simpler.
Where can you find it: Application
Accessible for user type: All users
Reference documentation: My Awards & Sent Awards

📢 Admin Center News

Certificate Customization
Enjoy the power to create unique certificates for different contexts! Whether it's a celebration, nomination or recognition, tailor each certificate separately. Scan the QR code to unveil the complete certificate message. From now on, you can personalize further with client-specific colors, backgrounds, and style.
Where can you find it: Admin Center -> Configuration & Branding -> Certificates
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Control for Admins with Default Settings and Configurable Reactions
In addition to the flexibility of choosing visible filters on the social wall, administrators now possess the capability to enhance user experience by setting default values upon platform access. This means that admins can predefine the social wall to initially display posts relevant to specific departments, locations, or any other criteria. Moreover, administrators have the power to configure reactions, allowing end-users to express themselves in a way that aligns with the platform's unique atmosphere.
Where can you find it: Admin Center -> Administration -> System Settings and Admin Center -> Administration -> System Settings -> Application Settings -> Social Feed Configuration
Accessible for user type: Admin
Reference documentation: System Settings & Social Feed Configuration
Configure Recognition Analytics
Unlock the power of customization with the option for configurable recognition analytics. Admins can fine-tune the system settings, choosing which tiles appear, selecting available hierarchy levels on the application site, and turning off unnecessary tiles for the needed analytics view.
Where can you find it: Admin Center -> Administration -> System Settings
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Swag Transaction Report
Get a comprehensive list of all swag-related orders – from recognitions, service anniversaries, to special moments. Gain a detailed overview of each transaction's status, order details and more.
Where can you find it: Admin Center -> Rewards -> Manage Swag Orders
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.

🔧 Admin Center Enhancements

Send Notifications if Budget is not fully utilized
In Manager Budget Overall, Manager Budget by Number of Subordinates, or Budget by Employee groups, unlock the Budget Notification Section. Add an option for the end users to receive an email alerts before the period ends or if their remaining budget falls below a set percentage.
Where can you find it: Admin Center -> Budget -> Manage Budget Definitions -> Create Budget Definition
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Personalize Your Exclusions
Introducing the ability to configure options available in the 'Exclude Me From' section in My Profile. No more defaults – tailor this view based on your specific usage, modules, and customizations.
Where can you find it: Admin Center -> Administration -> System Settings
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Improved Approvers Report
Enhanced reporting feature that aligns with the actual approvers involved in each program, offering a more accurate and insightful overview for administrators. This is especially needed for programs where the approver is not based on the company structure, but is someone from specific level, or specific filter type.
Where can you find it: Admin Center -> Administration -> System Settings
Accessible for user type: Admin
Reference documentation: Learn more in our detailed article.
Delete Standalone Budgets
Delete mistakenly created budgets, ensuring consistent and organized financial records with just a few clicks. Admins have the option to delete standalone budgets not linked to any program and without inserted transactions.
Where can you find it: Admin Center -> Programs-> Manage Budget Definitions
Accessible for user type: Admin

📢 Recognition Experience News

Recognition Copilot: sam.os 🤖
With the recognition copilot you are not only assisted in crafting thoughtful appreciation messages but it also generates AI-enhanced images to complement your sentiments. Elevate your recognition game by simplifying the message-writing process and adding a personalized touch to every appreciation.
Where can you find it: Application
Accessible for user type: All users
Message Quality Indicator
The Message Quality Indicator is a feature designed to enhance the assessment of message quality when sending recognitions. While admins have the option to disable this feature on a platform level, we highly recommend its use. Enabling this feature empowers users to craft more impactful recognition messages, adding significant value to each recognition.

Not everyone is a skilled writer, but by incorporating details such as the recipient's behaviors, project examples, the uniqueness of the message, and acknowledgment of a job well done, the message gains considerable strength. Steer away from simple 'Thank you!' messages, encouraging senders to add greater value to each recognition message they send.
Where can you find it: Application -> Recognize someone -> Write a message
Accessible for user type: All users
Reference documentation: Learn more in our detailed article.
Recognition Analytics & Multi-Level Insights
Experience a complete redesign of Recognition Analytics, featuring extensive configuration options. Managers now have the ability to view beyond their direct reports, extending up to three levels down in the hierarchy. Introducing a new comparison tile, managers can compare two users within their team, gaining valuable insights. Additionally, the list view provides managers with a comprehensive overview of individuals in their hierarchy who hold managerial roles, along with a detailed analysis of their engagement impact.
Where can you find it: Application -> Analytics
Accessible for user type: Managerial roles
Reference documentation: Learn more in our detailed article.

🔧 Recognition Experience Enhancements

Team Self-Inclusion
This release introduces the ability for users to include themselves in a team and extend recognitions and feedback to the teams they are members of. Previously, users were not able to include themselves into the team they belong to, so each time someone wanted to send recognition to his team, a new team should have been created without the sender in it. With this enhancement anyone can include himself to a team, and team members can also use the same team for recognition purposes. The recognition, however, will be directed only to other team members, excluding the sender.
Where can you find it: Application -> Recognize someone -> Write a message
Accessible for user type: All users
Reference documentation: Create Team & Manage Team
eCards in Manage Points
Admins now have the flexibility to not only send appreciative messages but also attach meaningful eCards to their recognitions. This dynamic feature empowers administrators to convey recognition with enriched context, fostering a more engaging and personalized employee experience. Available in sending individual recognition, or through bulk upload from an excel file.
Where can you find it: Admin -> Programs -> Manage Points
Accessible for user type: All users
Reference documentation: Learn more in our detailed article.

📢 Celebration Experience News

1. Stay Informed with Important Moments

We've added notifications to keep you in the loop for important moments. These notifications conveniently pop up in the top right corner. To engage with the celebration instantly, a simple click will redirect you to the respective moment. For configuration settings related to these notifications, head over to your 'My Profile' section.
Where can you find it: Application
Accessible for user type: All users
Reference documentation: If you would like more in-depth information, please
see our knowledge base article.

2. Manual Insert for Swag Anniversaries
Discover the new 'Manual Insert' feature in the 'Celebrations' submenu, allowing admins to manually insert transactions for failed swag anniversaries. This page serves as a valuable tool for reporting failed transactions, as well as providing admins the flexibility to manually send transactions or dispatch swag items as needed.
Where can you find it: Admin -> Celebrations -> Manual Insert For Swag Anniversaries
Accessible for user type: Admins
Reference documentation: If you would like more in-depth information, please
see our knowledge base article.

🔧 Celebration Experience Enhancements

1. Skip SMS Option
Even though the program is configured to send SMS notifications to recipients, now, the sender holds the ultimate decision on whether the SMS will be dispatched. This option is available into the Admin Center, offering a clear and accessible configuration setting. Notably, this option becomes visible only when the program is specifically set to include SMS functionality.

Where can you find it: Admin -> Programs -> Manage Peer To Peer Programs -> Create New Program
Accessible for user type: Admin
Reference documentation: Create Monetary & Non-Monetary Program