Manage Awards

How-To guide for creating, configuring ,deleting Awards and assigning Reward Budgets on Empuls.

Awards are a great way to recognize your employee's achievements.

The first step towards setting up the reward program is by creating a New Award and enabling a Reward budget for every Award giver.

Navigate to Settings > REWARDS & RECOGNITION SETTINGS >Awards, Values & Gifts to manage all your award and Reward Budget settings.

1. Create a New Award

The process to create a new award consists of the following steps:

• Click on Create Award under the Awards tab.

Create Award

• Select the type of award.

Select Award Type

Spot Awards -

Spot Awards are generally for a special contribution accomplished over a relatively short time period. Use this option when award givers are eligible to give away awards directly, without needing approvals.

Awards that need approval -

Use this option when the award needs to go through an approval process before being given to the awardee.

Award that requires a Jury Panel's Review -

This award is best suited for people choice awards or prestigious awards that require scrutiny from multiple stakeholders.

• Enter the award details like the Award name and description.

Add Award Description

Complete the award details. Select if the award will be for an individual or a team. Award values are either fixed or within a range.

• Choose Award Recipient from the dropdown menu.

Team/Individual award

As the name suggests, you may define an award for a team or an individual.

Individual Award: Can be given to a single recipient.

Team Award: Can be given to two recipients or more.

Team awards require permission to either divide the points equally among the team members or for each recipient individually receive the points configured.

• Configure Rewards.

Range-type award points

Awards of a ranging value can exist only for Spot Award.

Award givers can give points within the range defined.

Configure points for an Award.

Attach Certificate

Use this option to attach a certificate template to your award. Certificates are configurable and get populated with the awardees' details automatically.

Check " Attach Certificate " AND CLICK on > Add certificate and you may choose a desired template for the award.

Attach Certificate

Use this option to attach a certificate template to your award. Certificates are configurable and get populated with the awardees' details automatically.

Check " Attach Certificate " AND CLICK on > Add certificate and you may choose a desired template for the award.

• Define nominee, nominator, and approver eligibility criteria.

Configure Award

Define Nominator, Nominee, &Approver

Restrict the usage of awards to specific groups of users by setting up constraints on the nominator, nominee, and approver eligibility.

A couple of hypothetical examples would make these settings easier to understand.

ABC Corp. has instituted a couple of awards aligned with its business goals. Let’s review how each of these can be set up:

Example 1: The ”Jerry Maguire” award is meant for the best performer in the last quarter across the Sales department. Nominations may be raised by first-line managers and need to be approved by the VP of Sales. The settings for each field should be as configured below.

Jerry Maguire - Nominee

1. Click on the edit icon within the ”Award Givers” section.

2. Of the two options on the screen, select ”Specific People”.

3. Under Filter, select ”Department”.

4. Under Match Type, select ”Exactly Matches”.

5. Under Values, select ”Sales”.

6. Click the DONE button at the bottom right corner.

Jerry Maguire - Nominator

1. Click on the edit icon within the ”Award Recipients” section.

2. Of the two options on the screen, select ”Specific People”.

3. Under Filter, select ”Relation to Nominee”.

4. Under Match Type, select ”Exactly Matches”.

5. Under Values, select ”L+1 (Immediate Supervisor)”.

6. Click the DONE button at the bottom right corner.

Jerry Maguire - Approver

1. Click on the edit icon within the ”Approver Selection” section.

2. Of the two options on the screen, select ”Specific People”.

3. Under Filter, select ”Designation”.

4. Under Match Type, select ”Exactly Matches”.

5. Under Values, select ”VP - Sales”.

6. Click the Done button at the bottom right corner.

Example 2: To promote excellence among all people managers, ABC Corp. has instituted the ”Herman Boone” award for excellence as a team leader. All employees except for the leadership team (vice presidents) are eligible for the award. Anyone may raise nominations for this award. The CEO or the CMO needs to approve the award.

Herman Boone - Nominee

1. Click on the edit icon within the ”Award Recipients” section.

2. Of the two options on the screen, select ”Specific People”.

3. Under Filter, select ”Designation”.

4. Under Match Type, select ”Is not one of”.

5. Under Values, select ”Vice President”.

6. Click the DONE button at the bottom right corner.

Herman Boone - Nominator

Leave this unchanged since everyone is eligible to nominate others.

Herman Boone - Approver

1. Click on the edit icon within the ”Approver Selection” section.

2. Of the two options on the screen, select ”Specific People”.

3. Under Filter, select ”Designation”.

4. Under Match Type, select ”Exactly matches”.

5. Under Values, select ”CEO”.

6. Next, click on the OR button on the first row.

7. On the newly created row, select ”Designation” under Filter.

8. Select ”Exactly matches” under Match Type.

9. Select ”CMO” under Values.

P.S.: In the above example, the OR options help us specify the approver eligibility criteria (ANY) of the CEO and CMO.

Use OR when matching ANY of the clauses is sufficient for eligibility. Use AND when matching ALL of the clauses is necessary for eligibilit

Jury Award

In case you wish to create Jury Award, you need to select Approver, Jury and Moderator. Refer this section for more information.

P.S: This feature is available on demand. Please reach out to [e-mail] if you wish to use this feature.

• Click Continue to proceed to Advanced Settings.

Advanced Settings

Some advanced features allowed in an award setup are as follows.

Set Questions for Nominator

You can create a set of questions for the nominator to answers as to why they are nominating the nominee for this award. You can set up to 20 Question in formats like - MCQ or Short Text based.

Self Nomination

When enabled, this allows a nominator to nominate themselves for an award.

Notify Stakeholders

This apprises more users when the award is given. This can include relations with the manager, HRBP, department head, etc.

Note that the awardee’s teammates are notified through email and other notifications to congratulate the award recipient.

Awards Advanced setting

Click on Confirm and Update to complete the Award setup.

Next, you get an option to set up the Reward budget to enable the award givers.

You can choose to set up the Reward at a later time or the best thing to do is set up the Reward Budget right away.

Choose Yes, Assign Reward budget to continue.

Enable Budget.

2. Reward Budget Set up as a New User.

To understand what Budgets are and why Budgets are required, Click here.

There are 2 ways Budgets can be assigned by a Super Admin to Award givers.

Create a Budget exclusively for the award or as simple as assign points to the user's personal budget.

To understand Personal Budget and Custom Budget, Click here.

Create Budget for an Award

• Let's create a Budget exclusively for the Award . Select the 1st option and continue to Create Budget .

Create Budget

• Create a New Budget with the name, description, and link to the award. Set the validity for the budget in case you wish to retract the distributed points from the users. Click Next to continue.

Create new budget

• Next is to assign the Budget points to users. You can individually type their names or else choose the users from the filter. Preview the Budget summary on the right side of the page and to continue click Assign Reward Budget.

Assign Reward Budget.

• Once the Budget points are distributed, you will receive a confirmation with the summary. Click Close to complete the process.

Budget allocation successful.

• Now this Budget will be available to the enabled users under My Budgets on the Left Menu.

My Budgets

Assign Points to User's Personal Budget.

To understand Personal Budget and Custom Budget, Click here.

• To assign Budget points to User's Personal Budget , Choose the 2nd option and click Next to Continue.

Assign points to personal Budget.

• Next is to assign the Budget points to users. You can individually type their names or else choose the users from the filter. Preview the Budget summary on the right side of the page and to continue click Assign Reward Budget.

Reward Budget to Personal budget

• Once the Budget points are distributed, you will receive a confirmation with the summary. Click Close to complete the process.

Budget assignment to Personal budget.

Now, these Budget points are given to the user's Personal budget under My Budgets on the Left Menu.

Personal Budget Points

In the case when a budget is already created and the new award created needs to be linked to the existing budget, you will get an option to link it to the existing budget which makes the budget allocation simple.

• Follow the below navigation after the new Award set up.

Assign Points

• Choose the option to link the award to an existing budget, Select the budget from the dropdown selection menu and Click Link Award to budget to continue.

Link to an existing budget

• A confirmation message is displayed and Click Close to complete the process.

Budget link

To learn more about Budgets Click on Learn about Budgets.

Learn about Budgets

Edit an Award

The following steps can edit awards:

• Under the AWARDS tab, hover over the award name and click on icon.

• Make the necessary changes and save your update.

• The existing nomination will adhere to the previous award configuration.

Note: The award type cannot be changed.

Enable/Disable Award

Control the awards that are eligible for usage by enabling or disabling them. Disabled awards will not show in the list of available awards when starting the awarding process.

• Under Awards tab, hover over the award you want to enable or disable. Click on the icon.

• Then click on Enable/Disable award.

On disabling the award, users will no longer be able to give/nominate for this award. All previously submitted nominations continue to remain and can be approved/declined by the respective reviewers.

Give Award in Bulk

You can give a Spot Award in bulk. Follow the below steps to give an award in bulk.

• Under Awards tab, hover over the award you want to edit. Click on . Make sure it is a Spot Award with individual nominee configuration.

• Then click on Send Award in Bulk.

• Giving an award in bulk can be done only by uploading a CSV file. Download the file template from the below process.

• Fill the sheet, upload it then proceed to Select the budget from which reward points will be deducted.

In a range-based award, the points have to be entered in a separate column.

Delete Award

You may delete the award from the award menu. Click on the Delete Award.

Deleted awards will continue to be linked to their respective budgets and any pending nomination approvals will remain active until an action is taken by the reviewer/approver.

View the history of the deleted awards in the Report section.