Setting Up a Gifting Pool (Admin)
Gifting pools can be set up for various needs. Some examples include: setting up a pool to allow your sales team to gift prospects or for your HR team to send a coffee gift card to a new hire before their start date.
How to set up a gifting pool
- Click on the HR panel, then go to the 'Rewards' tab.
- Click on the 'New' button on the top right hand corner.
- You can change the picture, or keep as-is (it will not be user/front-end facing)
- Title the gifting pool and add a description (example below)
- Set the category label as 'Gifting'.
- Choose a point value for the category.
- Check 'Available for gifting as points pool'
- Set 'Maximum rewards points allowed for this category'.
- Set recognition category owner and target toward a specific team, role, or group.
Once you click save, uncheck all the following boxes: Show in weekly digest, create new post, and show in rewards page.
To use the gifting pool, see this HelpDoc.