Steps
1
View existing budgets
Go to Recognition → Reward Budgets to see all your budgets and their available balances. As a manager, you can also view your team’s budgets and a utilisation report.
2
Create a Manual Budget
Select Manual Budget Allocation. Give the budget a name, link the awards you want to associate with it, add a description, and specify the total points to distribute.Select the recipients, then allocate the number of points to each recipient. The budget is created immediately.
3
Create an Automated Budget
Select Automated Budget → Proceed. Name the budget, add a description, and link the awards to attach.Choose the distribution method:
- Fixed — a set number of points per recipient
- Prorated — points distributed based on criteria such as number of employees in a department, number of direct reports, or number of employees per HR representative
4
Set distribution cadence
Select the recipients and define how often the budget runs (e.g., on the 1st of every month) and the number of cycles to repeat.
5
Review and confirm
Review the setup — you’ll see when the first run will occur and when subsequent runs will happen. Confirm to create the automated budget.