Steps
Setting Up a Manual Gift
1
Navigate to Gifts
Go to Reports and Admin → Gifts → Manage Gift → Create a Gift.
2
Choose gift type
Select Manual gift. Then either choose a pre-set event from your account or create a new custom event (e.g., a birthday event). Select an image from the icon library or upload your own.
3
Select reward type and points
Choose the reward type: assign points or curate a merchandise collection. Set a fixed or range value for the points (e.g., 100 points).
4
Set permissions and recipients
Specify who can send this gift (super admins, general admins, managers, employees, or everyone) and designate who receives event notifications. Click Finish Setup.
5
Send the gift
Go back to the Gifts page, click the gift icon → Send Gift → select the gift. Add recipients by name, email, or CSV upload. Review the points deduction and click Send.
Setting Up an Automated Gift
1
Navigate to Automated Gifts
Go to Gifts → Manage Gifts → Create Gift → Automate → Create Now.
2
Choose the occasion
Select the occasion to automate — birthday, work anniversary, new team member welcome, etc. Click Continue.
3
Enter gift details
Add the greeting name and description. For work anniversaries, specify the number of years after which the gift is triggered. Optionally notify others about the event.
4
Set the reward and certificate
Choose reward type (points or products). Set the points value. Optionally attach and customise a certificate template.
5
Compose the message
Write the gift message and update the gift image if needed.
6
Define recipients and confirm
Choose eligibility (all users or selected individuals). Review all configurations and click Confirm to complete setup. The gift will be sent automatically using your HRMS data.