Rewards: Step-by-Step Instructions

Being able to redeem rewards is a key feature of the Recognize platform. Not only does it provide employees a digitized and seamless process, but it also gives them more autonomy in selecting their desired compensation options. So here are some helpful instructions for setting-up and leveraging the Rewards feature of the Recognize platform:

Enabling Rewards:

  1. Activate your 'Rewards' features through the Company Admin/Settings portal.
  2. Scroll down to the 'Rewards' section and toggle the 'On' button.
  3. Confirm the number of assigned points per $1.

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Depositing Rewards Funds:

  1. Once rewards have been enabled, you can offer 2 types of employee rewards:
    • Provider-Fulfilled (gift cards for external vendors - e.g. Starbucks, Amazon, etc.)
    • Company-Fulfilled (company-sponsored items - e.g. merchandise or time-off)
  2. For provider-fulfilled rewards, Recognize works with a 3rd party vendor to offer a wide range of digital gift card options for recipients. And a prior deposit must be made to Recognize in order to offer these rewards.
    • Note: deposits are not required for company-fulfilled rewards.
  3. In order to deposit funds for rewards, send a request to support@recognizeapp.com with the following details:
    • Name
    • Company
    • Amount (minimum: $1,000)
    • Payment Method (check, credit card, or ACH/wire transfer)
      • Note: transaction fee(s) may apply
  4. Further details can be found in the 'Rewards: Deposit Money for Gift Cards' article.  

Creating Rewards (Provider-Fulfilled):

  1. Once you have successfully deposited funds, and have received confirmation from the Recognize team, you can now create provider-fulfilled rewards.
  2. Via the Company Admin/Rewards portal, select 'Catalog' and 'Create Reward'.
  3. From the drop-down menu, select 'Add Gift Card' and explore the wide range of available gift cards options to choose from.
    • For each gift card you'd like to add, click 'Add' under the 'Actions' column.
  4. When adding each gift card, you can complete the following fields:
    • How often can this be redeemed by each employee (optional)
    • Value (minimum/maximum)
      • Different variants (e.g. $5, $10, etc.) can be selected
    • Rewards Manager approval (optional approval)
    • Enabled (makes this reward redeemable)
  5. Click 'Add' when finished, and you will see this card displayed in your 'Catalog'.
  6. Further details can be found in the 'How to Create a Gift Card Reward (Provider-Fulfilled)'
    article.

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Creating Rewards (Company-Fulfilled):

  1. If you decide to create company-fulfilled rewards, you can get started right away (no deposit necessary).
  2. Via the Company Admin/Rewards portal, select 'Catalog' and 'Create Reward'.
  3. From the drop-down menu, select 'Add Custom' and populate the following fields:
    • Title of Reward (e.g. half-day off work)
    • Description of Reward (e.g. good for redeeming one afternoon off work!)
    • Reward Type (
    • Instructions displayed to the user (e.g. requires manager approval)
    • Reward Options (different variants/increments - e.g. 2, 4, or 8 hours)
    • How often can this be redeemed by each employee (optional limits)
    • Total quantity (optional quantity)
    • Rewards Manager Required (optional approval)
    • Enabled (makes this reward redeemable)
    • Image Upload (option to upload a picture of the reward)
  4. Click 'Add' when finished, and you will see this card displayed in your 'Catalog'.
  5. Further details can be found in the 'How to Create Custom Employee Rewards (Company-Fulfilled)' article.

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Redeeming Rewards:

  1. Users can redeem rewards through the Rewards portal from the top tool bar.
  2. Once in the portal, users browse through a wide range of company-fulfilled and vendor-fulfilled Rewards options:
    • Filters (displays either all rewards options or just those that are currently redeemable)
      • Users with more points will be able to redeem more rewards.
    • Value (sorts the rewards by point value - either low to high, or high to low)
  3. For each reward, you can toggle between the different point value options.
  4. Once you've decided which reward to select, click 'Redeem' and 'Yes, get it!' on the pop-up.
    1. Note: once a vendor-fulfilled reward (e.g. Chipotle gift card) is selected, it cannot be refunded!

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Approving Rewards:

  1. Once an employee has selected a reward, it must be approved via the Manager Portal.
  2. Select Redemptions from the left-side menu to access the 'Redemption approval' page.
  3. Select one of two actions for each 'Pending' reward:
    • Approve (accepts the selected user reward) 
    • Deny (declines the selected user reward)
  4. After clicking either action, a small pop-up window will appear.
    • The Manager has the option to add notes if necessary.

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Reviewing Rewards Reporting:

  1. Reports of employee rewards redemptions can be downloaded via the Company Admin portal.
  2. Select Rewards from the left-side menu.
  3. Navigate to the 'Redemptions' option on the right-side menu.
  4. Determine the time interval and entries for your report.
    1. Note: you must select 'All' entries to obtain a report of all employee redemptions.
  5. Under 'Export', select which output format you'd prefer.

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Please refer to the 'How to activate or deactivate rewards?', 'Approving a reward', 'How are rewards redeemed?', and 'How to download an accounting report of all the reward redemptions?' help articles.

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