Pre-scheduled and automated recognition for specific criteria or events.
How to Set up
To create an Automatic Award, fill out the following form sections in the award Settings page:
- Rules and conditions - Allows you to define specific activities that will trigger automatic recognition. With six distinct activity types, each offering customizable conditions, this section ensures that awards are tailored to meaningful interactions within your organization or external systems
- Recognition post - Public or Private
- Who should receive this award? - Entire organization or Specific team(s)
- Visibility - Who can see this award listed in the user panel Awards Page
- Notify by - Configures automated recognition notifications to be sent via Microsoft Teams or Slack
Rules and Conditions
The Rules and Conditions section of the Automatic Award form provides a comprehensive framework for defining how and when automatic awards are issued. This section includes eight sub-sections that allow precise configuration of awards to align with organizational goals and specific activities.
Here’s an overview of each sub-section:
Activity Type & Condition
Choose the activity type and condition that will trigger the automatic award. Options include platform-based activities such as posts, events, and recognitions, as well as external integrations like Zapier, Zendesk, and SalesLoft:
- Post
- Created post
- Liked post
- Commented on post
- Event
- Joined event
- Completed event
- Commented on event
- Recognition
- Given recognition without points
- Received recognition without points
- Zapier
- n actions in Zapier
- Zendesk
- n tickets closed
- n calls made
- Salesloft
- n calls made
- n emails sent
- n calls made for cadence step
- n emails sent for cadence step
With Assigned Tags (optional)
The With Assigned Tags sub-section provides an additional layer of criteria for triggering automatic awards. By specifying certain tags, you ensure that only activities marked with these tags will activate the auto-award.
How Many Points Should Be Issued?
Specify the number of points to be awarded when the configured conditions are met. This ensures rewards are proportional to the action or milestone achieved.
Frequency
In the Frequency section of the Automatic Award form, you can choose how often the award should be triggered. The available options are:
- Daily
- Weekly, or
- Monthly
Limits
Set limits to control how many times the award can be triggered:
Per user: Restrict how many times an individual can earn this award.
Globally: Limit how often the award can be triggered across the entire organization.
Start Date
Define the start date for the award to take effect. The start date must be at least one day after the award's creation date, ensuring proper configuration and preparation.
Duration
Set the duration for which the award remains active. You can choose an end date or make the award valid indefinitely, depending on the organization's needs.
Recognition post
The Recognition Post section allows you to configure whether the award will be shared as a public post or remain private.
Who should receive this award?
In this section, you can specify who is eligible to receive the award. Options include targeting:
- all users across the organization; or
- all users within specific teams
Visibility
The Visibility section lets you control how and where the award is displayed within the platform. The Show in awards page setting determines if the award will appear on the user-view Awards page, making it accessible for users to see and interact with. Additionally, the Who can see this award setting allows for precise targeting of award visibility. You can choose between two options:
- People who can use - limited to those with access to manage the award; or
- Custom - enables you to target visibility to everyone in the organization, specific teams, or selected local and HR admins
Notify by
The Notify By section allows you to configure how automated recognition notifications are sent when a new Celebration Award is published. You can choose to notify recipients and stakeholders through Microsoft Teams or a Slack channel, ensuring that recognition moments are highlighted in the communication platform your organization uses most.