Steps
Setting Up Awards
1
Navigate to Awards & Core Values
Go to Reports and Admin → Programs → Awards and Core Values, then click Create an Award.
2
Create a Spot Award
Select an image, enter a name, description, and internal description. Choose the recipient type, set points (fixed or range), optionally attach a certificate, and define the nominee and nominator criteria.
3
Create an Approval-Based Award
Follow the same steps as a spot award, then additionally choose an approver designation. The award is only given after the approver’s sign-off.
4
Create a Jury-Based Award
Follow the same initial steps, then select a jury panel and optionally a moderator who can view jury ratings and shortlist recipients. Set multi-level approvers as needed.
5
Submit nominations in bulk
Click the three dots (⋯) on any award → Submit Nomination in Bulk → upload a CSV file with all nominee data.
Setting Up Core Values
1
Go to Core Values section
From the Awards and Core Values page, navigate to the Core Value section and click Add a Core Value.
2
Define the core value
Give the core value a name, choose an icon from the icon library, and add a description.
3
Use core values in recognition
From the homepage, click Recognize → select a person → choose the core value or award → add a citation. You can use AI to select a tone for your citation before sending.