Send Monetary Recognition

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.

JobPts - My Available Programs Image: JobPts application - My Available Programs

*Note: Your available programs will depend on the company HR definition of recognition programs and eligibility.

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

Once done with the selection, you can send the recognition to all the users individually or you can send team recognition by creating a Team with the selected users by clicking Create Team button and adding a name for that Team for easy reference in the future when you would like to reward the same subset of users.

*Note: To send a team recognition, this configuration must be enabled at a program level in admin.

Please check the Team Award article for more details on how to recognize a Team.

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.

Important: Clicking on the selected recipient provides an instant view of how the points convert to their local currency.

*Note: If the monetary award is linked to an organizational budget, you can edit the points before sending the recognition to the selected recipients.

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.

JobPts - Add message to the recipient(s) 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.

In the end, user needs to click Send. 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.