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Employees can recognize a team member for a job well done with a monetary reward.
To start the process of recognizing a colleague, log in to the platform, and follow the steps below. Under the "Recognize” tile, choose the option that is right for you. Keep in mind that each employee has different recognition programs available.
Login to JobPts -> Recognize -> My Available Programs -> Select a Monetary Program -> Select Award Value -> Select recipient(s) -> Add message to the recipient(s) -> Recognition Confirmation
From the home page, select the Recognize tile and choose the monetary program for your appreciation under My Available Programs list.
Image: JobPts application - My Available Programs
For a monetary award, select the points you want to send, by using the slider at the bottom. Depending on the program configuration, program may contain steps or range options.
Assistance and award guidelines panels will help you better understand the most suitable option for your recognition. When done, press Send to >.
*Note: If the monetary recognition program layout is customized as per the company's brand standards, it may appear to be different than shown.
Image: JobPts application - Award Values
You can recognize more than one recipient with the same monetary award, simply search for the recipients, and click the “+” (add) button next to the name.
To remove a recipient, click on the 'Selected Recipient' modal as shown in the screenshot below.
Image: JobPts application - Selected Recipient modal
Then click the ❌ button over their icon in the Selected Recipients' pop-up.
Image: JobPts application - Select or remove recipients
After selecting the recipient(s) or a team, proceed to add a personalized message and the reason for the award. Three options will be available:
- Pre-populated award reasons for easy selection of the most suitable reason for sending the recognition.
- A text field to write a custom reason for the recognition.
- The award reason section may not be visible, depending on the configuration in the admin center.
Additionally, there is an option to choose whether to notify the recipient's manager, depending on the admin configuration.
Image: JobPts application - Option for editing points before sending the recognition
Once the award reason is selected, the next step is to write your appreciation message, which can include plain text with eCard or a GIF.
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Image: JobPts application - Add message
A file up to 6MB can also be uploaded to be sent to the recipient along with the recognition message.
If the recognition program is configured with the SMS option enabled in the admin center, a verification will be required for the entered mobile number, and the number must be at least 9 digits long. Once the recognition program and recipient are selected, clicking on the recipient will trigger a pop-up asking if you would like to send an SMS notification to the recipient. To proceed, click "YES."
Image: JobPts application - Send SMS Notification alert
When selecting a user, the system prompts us if the user does not have a phone number configured. If we choose "Yes," we are required to enter the user's phone number. However, if the user already has a phone number configured in the system, we are taken directly to the next screen.
If the number that you entered is less than 9 digits long you will get a message to please repeat the process and add a number with at least 9 digits:
Image: JobPts application - Person Number Selection
To continue please enter a mobile number with at least 9 digits, including the country prefix and no special characters.
Image: JobPts application - SMS phone number verification
The last step is to select an award reason and enter the appreciation message that will be sent to the user.
Image: JobPts application - Recognition message
At the recipient side, the SMS notification will be displayed as the below text.
Image: JobPts application - SMS notification message
You can also choose to send a recognition configured with SMS notifications to an entire team by selecting the team from the filter drop-down menu. Once a team is selected, all previously created teams will be displayed.
Image: JobPts application – Select a Team
Please note that if some of the selected users in the team do not meet the requirements you won’t be able to proceed further and an additional adjustment must be made before proceeding.
Image: JobPts application – Select Recipient
To make the necessary changes please go back to the team and enter the missing information, in this case the phone number which must be at least 9 digits long.
Image: JobPts application – Recognition/select recipient
Once the phone numbers are updated and added you will be able to continue. The steps are basically the same as sending a recognition for an individual.
The last step is to select an award reason and enter the appreciation message that will be sent to the team.
A confirmation of the sent recognition will be sent over email and will appear under the Sent Awards tile in the application.
Please review our comprehensive step by step video guide:
If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.