# AGENTS
Source: https://help-empuls.xoxoday.com/AGENTS



> **First-time setup**: Customize this file for your project. Prompt the user to customize this file for their project.
> For Mintlify product knowledge (components, configuration, writing standards),
> install the Mintlify skill: `npx skills add https://mintlify.com/docs`

# Documentation project instructions

## About this project

* This is a documentation site built on [Mintlify](https://mintlify.com)
* Pages are MDX files with YAML frontmatter
* Configuration lives in `docs.json`
* Run `mint dev` to preview locally
* Run `mint broken-links` to check links

## Terminology

## Style preferences

* Use active voice and second person ("you")
* Keep sentences concise — one idea per sentence
* Use sentence case for headings
* Bold for UI elements: Click **Settings**
* Code formatting for file names, commands, paths, and code references

## Content boundaries


# CLAUDE
Source: https://help-empuls.xoxoday.com/CLAUDE



# CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

## Repository layout

All documentation content lives at the repository root. Key files:

```
docs.json                     # Site configuration: nav, branding, colours, fonts
index.mdx                     # Homepage
admin/                        # All admin-facing guides
  admin-hub.mdx
  ai/                         # AI settings, skill mapping, Empuls Copilot
  benefits/                   # Health & wellness, flexible benefits
  finance/                    # Subscription, budgets, wallets, points
  gifts/                      # Gifts, milestones, automate, onboarding, product-based, revoke, schedule
  integrations/               # HRMS, Slack, MS Teams, Google Workspace, webhooks, etc.
  platform-settings/          # Branding, org structure, notifications, feed settings
  programs/                   # Awards, leaderboard, promo points, campaigns, governance, etc.
  reports/                    # Platform reports and analytics
  security/                   # Info security, privacy, responsible AI, security settings
  surveys/                    # Survey types, eNPS, pulse, lifecycle, mood-o-meter, action plan
  user-authentication/        # SSO (Azure, SAML, Okta, Google), passwords, sessions, OAuth
  user-management/            # Manage employees, access control, delegation, login-as, exit
employees/                    # All employee-facing guides
  benefits/                   # Perks, fitness challenges, flexible benefits
  engagement/                 # Gamezone, quick links, yearbook
  getting-started/            # Log in, OTP/magic link, profile, mobile app, notifications, privacy
  recognitions/               # Appreciate colleagues, nominations, wall of fame, approvals, jury
  redemption/                 # Redeem points, order history, storefront, festive/physical gifts
  socials/                    # Social intranet, townhall, groups, celebrations, wish board, directory
  surveys/                    # Action plan
demo-library/                 # Demo videos and walkthroughs for all features
images/                       # Static assets (SVGs, screenshots)
videos/                       # Video assets
articles/                     # Legacy content — excluded from build via .mintignore
admins/                       # Old folder — excluded from build via .mintignore
```

## Development commands

Run these from the repository root:

```bash theme={null}
# Install Mintlify CLI (once)
npm i -g mint

# Local preview at http://localhost:3000
mint dev

# Check for broken internal links
mint broken-links

# Update CLI to latest version
mint update
```

## Page format

Every page is an `.mdx` file with YAML frontmatter:

```mdx theme={null}
---
title: "Page Title"
description: "One-sentence summary shown in search and meta tags."
---
```

Pages use Mintlify MDX components (`<Card>`, `<CardGroup>`, `<Steps>`, `<Step>`, `<Tabs>`, `<Tab>`, `<Accordion>`, etc.). Refer to the Mintlify docs for the full component reference. To install the Mintlify skill for AI-assisted writing:

```bash theme={null}
npx skills add https://mintlify.com/docs
```

## Navigation

The site has **two audience tabs** declared in `docs.json` → `navigation.tabs`:

* **Employees** — end-user guides (login, profile, social, redeeming points, recognising peers)
* **Admin** — Super Admin / admin guides (programs, billing, surveys, AI, integrations, SSO, security)

Each tab contains named groups, and groups can be **nested** (e.g. `Socials → Groups` has its own `icon` and child pages). The folder structure maps directly to tabs: files under `employees/` go in the Employees tab, files under `admin/` go in the Admin tab, and files under `demo-library/` go in the Demo Library tab. When adding a page, place its `.mdx` file in the matching directory and add its path to `docs.json`.

To add a new page:

1. Create the `.mdx` file in the appropriate directory.
2. Add its path (without extension) to the correct group under the correct tab in `docs.json`.

Pages not listed in `docs.json` will not appear in the sidebar.

## Product terminology

This is the **Empuls Help Center** — a product by Xoxoday. Use these terms consistently:

* **Empuls** — the product name (never "empuls" lowercase)
* **Super Admin** — the highest admin role (capitalised as shown)
* **reward points** — currency employees earn and redeem
* **awards** — the recognition mechanism (spot, approval-based, jury, incentive)
* **nominations** — the submission step in approval/jury award flows

## Writing style

Taken from `AGENTS.md` and `CONTRIBUTING.md`:

* Active voice, second person ("you")
* One idea per sentence; lead with the goal
* Sentence case for headings
* Bold for UI element labels: Click **Settings**
* Code formatting for file names, commands, paths, and inline code references
* Don't alternate between synonyms for the same concept — pick one term and stick with it

## Files excluded from the build

Mintlify auto-ignores `.git`, `.github`, `.claude`, `.agents`, `.idea`, `node_modules`, and top-level `README.md` / `LICENSE.md` / `CHANGELOG.md` / `CONTRIBUTING.md`. Project-specific excludes in `.mintignore`:

* `drafts/` — work-in-progress pages
* `*.draft.mdx` — any file with the draft extension, anywhere in the tree
* `articles/` — legacy `.md` files with raw HTML; excluded to prevent MDX parse errors
* `admins/` — old folder superseded by `admin/`; excluded to avoid orphaned-page warnings

Use `drafts/` or the `*.draft.mdx` pattern for in-progress content rather than leaving it in `docs.json`-listed paths.

## Publishing

Push to the default branch (`main`) — the Mintlify GitHub app auto-deploys to production. No build step is required locally beyond `mint dev` for preview.


# STUB PAGES
Source: https://help-empuls.xoxoday.com/STUB_PAGES



# Stub Pages Tracker

Pages that exist as `.mdx` files but are **not yet ready** for navigation.
Keep the file in the repo, but remove its path from `navigation` in `docs.json`
until the content lands. Bring it back into nav once it's complete.

| Page path (no extension) | Status | Needs         | Owner | Re-add when      |
| ------------------------ | ------ | ------------- | ----- | ---------------- |
| *example/path/to-page*   | Hidden | Draft content | —     | Content reviewed |

## How to use

1. Create the `.mdx` file as usual.
2. **Don't** add its path to `docs.json` navigation yet.
3. Add a row above describing what it needs and who owns it.
4. When ready, add the path to the correct nav group and delete the row.


# UI REPLICATION GUIDE
Source: https://help-empuls.xoxoday.com/UI_REPLICATION_GUIDE



# Mintlify Wiki — Layout & Structure Reference

How the live wiki at **internal-wiki.xoxoday.com** is laid out: navigation structure, where each menu/widget sits, sidebar behaviour, footer layout, and AI assistant placement. Use this to replicate the same structure in a different Mintlify documentation project.

> For the visual styling (custom CSS, hover galleries, dot-grid background), see `style.css` at repo root.

***

## 1. Page-level layout — what sits where

Mintlify's default chrome with our customizations. The wiki uses a 3-column layout on desktop:

```
┌──────────────────────────────────────────────────────────────────────────┐
│  [Logo]      [Search bar  /  Ask AI]              [Theme toggle]  [User] │  ← Top navbar
├────────────────┬───────────────────────────────────────┬─────────────────┤
│                │                                       │                 │
│  Left          │  Main content                         │  Right TOC      │
│  sidebar       │  (the actual page)                    │  (auto-built    │
│  (nav tree)    │                                       │   from h2/h3    │
│                │                                       │   on page)      │
│                │                                       │                 │
│                │  [Previous page]   [Next page]        │                 │
├────────────────┴───────────────────────────────────────┴─────────────────┤
│  Footer: socials + Feedback + Quick Links columns                        │
└──────────────────────────────────────────────────────────────────────────┘
```

On mobile, the left sidebar collapses behind a hamburger; the right TOC disappears entirely.

***

## 2. Top navbar

Configured in `docs.json` → `logo` and `navbar`.

| Position   | Element                                        | Source                                                           |
| ---------- | ---------------------------------------------- | ---------------------------------------------------------------- |
| Top-left   | Logo (light/dark variants)                     | `logo.light` = `/logo/light.svg`, `logo.dark` = `/logo/dark.svg` |
| Top-center | Search bar (with **"Ask AI"** option built in) | Mintlify default (Pro/Enterprise)                                |
| Top-right  | Theme toggle (light/dark)                      | Mintlify default                                                 |
| Top-right  | (Optional) Navbar links — *currently empty*    | `navbar.links: []`                                               |

**Currently `navbar.links` is empty.** If you want extra buttons in the top-right (e.g. "Dashboard", "Sign up"), add them like:

```json theme={null}
"navbar": {
  "links": [
    { "label": "Dashboard", "href": "https://..." }
  ]
}
```

**No top tabs.** Mintlify supports a tabs strip immediately below the navbar (for splitting docs into "Guides / API Reference / Changelog" etc.). We don't use it. The wiki's structure lives entirely in the left sidebar.

***

## 3. Left sidebar — the actual navigation structure

The sidebar is built from `docs.json` → `navigation.groups`. **6 top-level groups** in this order:

```
┌─ Getting started
│    └─ Home (index.mdx)
│
├─ Company
│    ├─ About
│    ├─ Values
│    ├─ Leadership
│    ├─ Offices
│    ├─ Interesting Facts
│    └─ ▾ Teams                          (nested sub-group)
│         ├─ Overview
│         ├─ Sales
│         ├─ Marketing
│         ├─ Product & Design
│         ├─ Tech & QA
│         ├─ Customer Success
│         ├─ Customer Care
│         ├─ Finance & Legal
│         ├─ InfoSec
│         ├─ Implementation
│         └─ Catalog
│
├─ Products
│    ├─ Products Overview
│    ├─ ▾ Empuls
│    │    ├─ Overview, Features, GTM, Competitors, Case Studies, Demo Library
│    ├─ ▾ Plum
│    │    ├─ Overview, Features, GTM, Competitors, Case Studies, FAQs
│    └─ ▾ Loyalife
│         └─ Overview, GTM, Competitors
│
├─ People
│    ├─ Overview
│    ├─ Org Chart
│    ├─ ▾ Onboarding (8 pages, see Onboarding Hub for full list)
│    ├─ ▾ Hiring & talent
│    │    └─ Hiring, Internships
│    ├─ ▾ Goals & KPIs
│    │    ├─ KPIs Hub
│    │    └─ 12 department-level pages
│    └─ ▾ Learning & development
│         ├─ Skill Grid
│         └─ ▾ Xoxo Academy                (nested 2 levels deep)
│              ├─ Landing
│              ├─ Introduction to Xoxoday
│              ├─ AI Literacy
│              ├─ Plum / Loyalife / Empuls
│              ├─ Partnerships
│              └─ Product Deep Dives
│
├─ Assets for Sales & Marketing
│    ├─ GTM Overview
│    ├─ ▾ Asset Library
│    │    └─ Landing, Empuls, Plum, Loyalife, Xoxoday
│    ├─ ▾ Marketing
│    │    └─ Case Studies, Decks & One-pagers, Brand Guidelines, Founder Images
│    └─ ▾ Sales
│         └─ SDR Calling Process, Objection Handling
│
└─ FAQs
     ├─ RFP Overview
     ├─ ▾ RFP Attachments
     │    └─ Hub, Xoxoday, Empuls, Plum, Loyalife
     ├─ ▾ Empuls           (with 3-level deep nesting for sub-modules)
     │    ├─ General Overview
     │    ├─ ▾ Rewards & Recognition (6 pages)
     │    ├─ ▾ Employee Engagement (2 pages)
     │    ├─ ▾ Platform Administration (4 pages)
     │    ├─ Reporting, Integrations, Security, Tech, etc.
     │    └─ ▾ Sales Incentive (12 pages)
     ├─ ▾ Plum             (similar structure with Reward Catalog, Rewards Distribution, Merchant Offers sub-groups)
     ├─ ▾ Loyalife         (similar structure with Loyalty Program Design, Rewards & Redemption, etc.)
     └─ ▾ Xoxoday Generic
          └─ Company Overview, Global Ops, Security, Compliance, etc.
```

### Sidebar interaction

**Critical setting:** `"interaction": { "drilldown": false }` at the root of `docs.json`.

This makes clicking on a group label (like "Products") only **expand/collapse** the group — it does NOT navigate to the first child page. Without this, Mintlify auto-navigates to the first sub-page, which is confusing when users just want to browse.

### Nesting depth

* **1 level** (e.g. "Getting started" → home page) — simple list
* **2 levels** (e.g. "Company" → "Teams" → pages) — most common
* **3 levels** (e.g. "FAQs" → "Empuls" → "Rewards & Recognition" → pages) — used for RFP repository where there's genuine topical hierarchy

Avoid going beyond 3 levels — the sidebar gets hard to scan.

### Hidden pages

Some `.mdx` files exist in the repo but are **not in `docs.json`** — they're stub pages, hidden from the sidebar until content lands. Tracked in `STUB_PAGES.md` at the repo root. Currently 19 hidden pages (HR policies stubs, sales playbook stubs, etc.).

***

## 4. Right sidebar — Table of Contents

Auto-generated by Mintlify from `h2` and `h3` headings on the current page. No config needed. Shows page sections with click-to-jump anchors.

Hidden on mobile and when the page has fewer than 2 headings.

***

## 5. AI Assistant ("Ask AI")

**Enabled by default on Pro/Enterprise Mintlify plans.** No explicit config in `docs.json` — Mintlify includes it automatically.

**Where it appears:**

* Inside the **top-center search bar** as an "Ask AI" option (modern Mintlify default)
* Can also appear as a contextual menu in the page header (where users can pick "Copy", "View as Markdown", "Open in ChatGPT", "Open in Claude")

We haven't customized AI placement; Mintlify's default behaviour is used.

**Indexing:** The AI uses the wiki's content as its knowledge base. To explicitly include hidden/stub pages in AI's index, add to `docs.json`:

```json theme={null}
"seo": { "indexing": "all" }
```

We don't currently set this — only nav-visible pages are indexed.

***

## 6. Search

Top-center of the navbar. Mintlify default — full-text search across all pages. Triggered by `Cmd/Ctrl + K` or clicking the bar.

No config needed. Works out of the box.

***

## 7. Theme toggle

Top-right of the navbar. Toggles between light and dark mode. Mintlify default — no config needed.

Light mode uses `background.color.light` = `#F7F9FF` (frosty blue-white).
Dark mode uses `background.color.dark` = `#06182D` (deep navy).

***

## 8. Footer

Configured in `docs.json` → `footer`:

```
┌─────────────────────────────────────────────────────────────────────────┐
│                                                                         │
│  [LinkedIn] [YouTube] [Instagram]    Feedback           Quick Links     │
│                                       Share feedback      Xoxoday Web   │
│                                       or content         Empuls         │
│                                       suggestion         Plum           │
│                                                          Loyalife       │
│                                                          Refer & Apply  │
└─────────────────────────────────────────────────────────────────────────┘
```

**Left:** social icons → LinkedIn, YouTube, Instagram.
**Center & right:** two columns of link groups.

Configured as:

```json theme={null}
"footer": {
  "socials": {
    "linkedin": "https://linkedin.com/company/...",
    "youtube": "https://youtube.com/c/...",
    "instagram": "https://instagram.com/..."
  },
  "links": [
    {
      "header": "Feedback",
      "items": [
        { "label": "Share feedback...", "href": "mailto:..." }
      ]
    },
    {
      "header": "Quick Links",
      "items": [
        { "label": "Website", "href": "..." },
        { "label": "Empuls", "href": "..." },
        ...
      ]
    }
  ]
}
```

***

## 9. Article-level UI elements (Mintlify defaults)

These appear inside the main content area, automatically:

| Element                               | Where                               | How to control                  |
| ------------------------------------- | ----------------------------------- | ------------------------------- |
| **Breadcrumbs**                       | Top of main content (above page H1) | Auto from the nav path          |
| **H1 (page title)**                   | Top of main content                 | From frontmatter `title:`       |
| **Page description**                  | Below H1, slightly greyed           | From frontmatter `description:` |
| **Previous / Next page nav**          | Bottom of main content              | Auto from `docs.json` nav order |
| **"Was this page helpful?" feedback** | Bottom of page                      | Mintlify default                |

***

## 10. Background and theming (visual chrome)

Configured in `docs.json`:

```json theme={null}
"background": {
  "decoration": "gradient",
  "color": {
    "light": "#F7F9FF",
    "dark": "#06182D"
  }
}
```

* `decoration: "gradient"` → adds a soft top-edge gradient glow (Mintlify built-in)
* `color.light` / `color.dark` → base background colours for each theme

On top of this, `style.css` adds a subtle dot-grid pattern via CSS — only visible if `style.css` is loaded (Pro plan custom CSS feature).

Brand colour scheme:

```json theme={null}
"colors": {
  "primary": "#0A51E8",   // links, buttons, active states
  "light":   "#3B82F6",   // hover / softer brand variants
  "dark":    "#1D4ED8"    // darker brand accents
}
```

Used by Mintlify for links, CTA buttons, active sidebar items.

***

## 11. Replicating this layout in a new wiki

Copy these files first:

```
docs.json          ← all navigation, footer, theme config
favicon.png        ← top-left icon (browser tab)
logo/light.svg     ← top-left logo (light mode)
logo/dark.svg      ← top-left logo (dark mode)
style.css          ← optional, visual extras (Pro plan)
```

Then in `docs.json`, swap these brand-specific bits:

| Field                         | Current value                   | Replace with            |
| ----------------------------- | ------------------------------- | ----------------------- |
| `name`                        | `"Xoxoday Internal Wiki"`       | new wiki name           |
| `colors.primary/light/dark`   | `#0A51E8 / #3B82F6 / #1D4ED8`   | new brand hex codes     |
| `background.color.light/dark` | `#F7F9FF / #06182D`             | new page background hex |
| `navigation.groups`           | the 6 groups above              | your section structure  |
| `footer.socials`              | LinkedIn/YouTube/Instagram URLs | your org's socials      |
| `footer.links`                | Feedback + Quick Links groups   | your footer links       |
| `logo.light/dark`             | SVG paths                       | your brand logos        |

Keep these settings **as-is** for consistent UX behaviour:

| Field                   | Value        | Why                                           |
| ----------------------- | ------------ | --------------------------------------------- |
| `theme`                 | `"mint"`     | Standard Mintlify theme                       |
| `interaction.drilldown` | `false`      | Sidebar groups expand-only (no auto-navigate) |
| `background.decoration` | `"gradient"` | Top-edge gradient glow                        |

***

## 12. Patterns we follow for new pages

When adding a new section to the wiki, the consistent layout is:

**Sidebar nesting rule:** 1–2 levels deep is best. Go to 3 levels only when there's a real categorical hierarchy (like the RFP repository's product → module → topic structure).

**Hub-page pattern:** Whenever a section has more than \~4 pages, create a landing/hub page first that summarises each sub-page in 3-4 lines with a link. Used on:

* Onboarding Hub (`/onboarding/overview`)
* Asset Library (`/asset-library`)
* RFP Attachments (`/rfp-attachments`)
* KPIs Hub (`/people/kpis`)
* Xoxo Academy (`/people/learning/xoxo-academy`)

**Stub page pattern:** Pages that are work-in-progress get a `<Info>**Stub** ...</Info>` banner at the top and are **removed from `docs.json` nav** until content lands. Tracked in `STUB_PAGES.md`.

**Cross-section linking:** Use absolute paths like `/asset-library/empuls` (relative to wiki root). Mintlify resolves these correctly.

***

## 13. Quick reference: every Mintlify config key we use

```json theme={null}
{
  "theme": "mint",
  "name": "Wiki Name",
  "colors": { "primary", "light", "dark" },
  "favicon": "/favicon.png",
  "background": {
    "decoration": "gradient",
    "color": { "light", "dark" }
  },
  "interaction": { "drilldown": false },
  "navigation": { "groups": [...] },
  "logo": { "light", "dark" },
  "navbar": { "links": [] },
  "footer": {
    "socials": { "linkedin", "youtube", "instagram" },
    "links": [ { "header", "items": [...] } ]
  }
}
```

That's the complete set. Everything else (search, AI assistant, theme toggle, TOC, breadcrumbs, prev/next nav, "Was this helpful?") is Mintlify's default and needs no config.


# Admin panel
Source: https://help-empuls.xoxoday.com/admin/admin-hub

Access all Empuls admin controls from a single hub: manage users, programs, budgets, integrations, surveys, reports, and platform settings in one place.

The Admin Hub is the centralized control panel in Empuls where administrators access all reporting, configuration, and program management tools in one place. It replaces the need to navigate separate menus for budgets, awards, employees, and settings — everything is organized under a single dashboard with improved navigation and a search bar to find any setting instantly.

<Tip>
  Use the search bar at the top of the Admin Hub to jump directly to any setting or configuration page. Type a keyword like "budget" or "leaderboard" and you are taken there immediately, without browsing through menus.
</Tip>

## How to open the Admin Hub

<Steps>
  <Step title="Log in to Empuls">
    Sign in to your organization's Empuls instance with your admin credentials.
  </Step>

  <Step title="Click Reports & Settings in the left panel">
    Scroll to the bottom of the left-side navigation panel and click **Reports & Settings**.
  </Step>

  <Step title="The Admin Dashboard opens">
    You now have access to all admin sections described below.
  </Step>
</Steps>

<Frame>
  <img alt="Reports & Settings link at the bottom of the Empuls left navigation panel" />
</Frame>

## Admin Hub sections

### Reports

The Reports section gives admins complete visibility into recognition, rewards, and employee engagement across the organization.

| Report type             | What it shows                                                                |
| ----------------------- | ---------------------------------------------------------------------------- |
| **Myself**              | Your own activity — awards sent, received, and redemptions                   |
| **My Team Reports**     | How your direct reports are participating in recognition and rewards         |
| **My Org Reports**      | Company-wide data on recognition trends, rewards distributed, and engagement |
| **Custom Reports**      | Filtered views by department, location, or program                           |
| **Raw Data**            | Transaction-level data for export to Excel or BI tools                       |
| **Recognition Reports** | Who is recognizing, who is being recognized, and which awards are most used  |
| **Budget Reports**      | Allocated vs. spent budgets across departments, managers, and programs       |

<Frame>
  <img alt="Reports section of the Admin Hub listing report types such as Myself, Team, and Org reports" />
</Frame>

Use an Engagement Report to identify the department with the lowest participation rate, then plan an initiative to increase recognition there.

***

### Manage budgets

The Manage Budgets section lets you create, allocate, monitor, edit, pause, and automate recognition budgets. You can set fixed or prorated allocations, assign budgets to specific managers or teams, and configure recurring distributions so recognition programs never run dry. See [Budgets](/admin/finance/budgets) for the full setup guide.

<Frame>
  <img alt="Manage Budgets section of the Admin Hub for creating and allocating recognition budgets" />
</Frame>

***

### Finance

The Finance section manages all money-related settings in one place.

<Frame>
  <img alt="Finance section showing business information, redemption wallets, and currency configuration" />
</Frame>

**Business information** — Update and maintain your company's official details including address, point-of-contact, and compliance documents. You can also manage organizational metadata such as locations, business units, cost centers, departments, designations, and grades.

**Redemption wallets** — View wallet balances across all redemption wallets, download transaction statements, and track all redemption activity. Coins redeemed for vouchers are settled against the balance in your redemption wallet.

<Tip>
  Keep your redemption wallet balance equal to the total redeemable points outstanding to ensure employees always have a smooth redemption experience. A wallet with insufficient funds will block employees from completing redemptions.
</Tip>

**Currency configuration** — Set your preferred transaction currencies for all payments and rewards.

***

### Programs

The Programs section is where you create and manage all employee recognition and incentive initiatives.

<Frame>
  <img alt="Programs section with awards, core values, campaigns, and leaderboard options" />
</Frame>

**Awards and core values** — Create awards aligned with your organization's values. Configure award names, descriptions, point values, and eligibility rules. Edit or delete awards at any time.

**Revoke awards** — Withdraw previously sent awards if they were issued in error or under special circumstances.

**Reward campaigns** — Launch automated reward cycles to schedule nominations, allocate budgets, and run programs consistently without manual oversight.

**Leaderboards** — Create and manage performance leaderboards with custom scoring rules and ranking criteria to showcase achievements across teams or the whole organization.

***

### Gifts

The Gifts section handles all automated and one-off gifting activity — birthday gifts, work anniversaries, new joiner welcomes, festive gifts, and long-service awards.

<Frame>
  <img alt="Gifts section for managing milestone, birthday, and anniversary gift automations" />
</Frame>

* **Manage gifts** — Configure milestone gifts and set up automated triggers. Birthday and work anniversary gifts are triggered automatically when the employee's date of birth or date of joining is added to their profile.
* **Automate workflows** — Set up recurring gift workflows for festivals, holidays, and onboarding events.
* **Revoke gifts** — Withdraw gifts in case of errors or disputes.

***

### Employees

The Employees section covers all employee lifecycle and access management actions. See [Manage Employees](/admin/user-management/manage-employees) for the detailed guide.

<Frame>
  <img alt="Employees section listing manage employees, access controls, exits, and delegation" />
</Frame>

* **Manage employees** — Add or remove users individually or via CSV bulk import.
* **Access controls** — Define roles and permissions (Super Admin, General Admin, Manager, User) and create custom roles.
* **Manage exits** — Configure how unused budget points and reward points are handled when employees leave.
* **Delegate accounts** — Temporarily grant access to another user to complete pending tasks during absences or role transitions.

***

### Shop

The Shop section lets you manage the employee rewards catalog — the gift cards, merchandise, and experiences employees can redeem their points for. Configure catalog availability and set redemption rules for different regions.

<Frame>
  <img alt="Shop section for configuring the employee rewards catalog and redemption rules" />
</Frame>

***

### Platform settings

Platform settings covers branding and homepage configuration.

<Frame>
  <img alt="Platform settings section with branding, feed settings, and homepage editor options" />
</Frame>

**Branding** — Customize logos, color themes, feed card backgrounds for birthdays, anniversaries, and new joiner posts, wall of fame banners, and other visual elements. See [Branding](/admin/platform-settings/branding) for the full guide.

**Feed settings** — Configure visibility rules for announcements and recognition posts in employees' recommended feeds.

**Homepage editor** — Choose from three homepage layout options (Current Feed, Communication-First, or Goal & Recognition Focused) to match your organization's priorities.

***

### Integrations

Connect Empuls with your HRMS, payroll system, Microsoft Teams, Slack, or other business tools. The Integrations section lets you set up new connections and monitor existing ones to ensure data flows correctly between systems.

<Frame>
  <img alt="Integrations section to connect HRMS, payroll, Slack, and Microsoft Teams" />
</Frame>

***

### User authentication

Set the default login method for your organization. Empuls supports Google, Microsoft, Slack, and custom SAML 2.0 SSO. With single sign-on, employees access Empuls alongside other corporate apps without re-entering credentials, and you manage user access through your chosen identity provider.

<Frame>
  <img alt="User authentication options including Google, Microsoft, Slack, and SAML 2.0 SSO" />
</Frame>

***

### AI settings

Configure how AI features work across your Empuls instance.

<Frame>
  <img alt="AI settings page with moderation, writing suggestions, and skill mapping controls" />
</Frame>

**AI content moderation** — Automatically detect and flag inappropriate or non-compliant content. Review flagged items and take action from a centralized report.

**AI writing suggestions** — Enable smart suggestions for employees writing recognition citations, posts, or nominations to make communication faster and more impactful.

**AI skill mapping** — Analyze employee profiles, roles, and activities to suggest relevant skills, helping build skill matrices and identify learning gaps.

**Flagged content** — View a report of all content flagged by the AI moderation system.

## Next steps

<CardGroup>
  <Card title="Manage employees" icon="user-group" href="/admin/user-management/manage-employees">
    Add employees individually or in bulk, manage roles, handle exits, and delegate accounts.
  </Card>

  <Card title="Set up branding" icon="palette" href="/admin/platform-settings/branding">
    Apply your organization's logo, colors, and visual identity to the platform.
  </Card>

  <Card title="Configure budgets" icon="coins" href="/admin/finance/budgets">
    Create automated recognition budgets and allocate them to managers and teams.
  </Card>

  <Card title="Subscription and billing" icon="credit-card" href="/admin/finance/subscription-billing">
    Manage your plan, billing contact, invoices, and redemption wallets.
  </Card>
</CardGroup>


# AI settings
Source: https://help-empuls.xoxoday.com/admin/ai/ai-settings

Configure AI features in Empuls: enable or disable AI-assisted recognition, smart nudges, sentiment analysis, and content generation tools for your organization.

The AI Settings panel gives Super Admins centralized control over all AI-powered features on Empuls. From a single screen, you can enable content moderation that automatically blocks inappropriate posts, turn on AI writing assistance to help employees craft better recognition messages, and activate skill mapping that surfaces soft skills from recognition data. Each feature operates independently and can be toggled on or off at any time without affecting the others.

## Accessing AI Settings

Navigate to **Reports and Admin > AI Settings > AI Permissions** to reach the configuration panel.

<Info>
  Only Super Admins can enable or disable AI features. Managers and employees see the results of these settings but cannot change them.
</Info>

***

## AI Content Moderation

AI Content Moderation uses OpenAI's Moderation API to automatically evaluate user-generated content before it is published on the platform. When flagged content is detected, it is either blocked silently or blocked and reported for admin review, depending on your configuration.

### Where moderation applies

Content moderation is enforced across:

* Social feed posts
* Comments
* Award citations
* Q\&A submissions
* Wishboard wishes

### How to enable AI Content Moderation

<Steps>
  <Step title="Open AI Permissions">
    Go to **Reports and Admin > AI Settings > AI Permissions**.

    <Frame>
      <img alt="AI Permissions page under Reports and Admin > AI Settings" />
    </Frame>
  </Step>

  <Step title="Toggle on AI Content Moderation">
    Click the toggle next to **AI Content Moderation** to enable it.

    <Frame>
      <img alt="AI Content Moderation toggle being enabled in AI Permissions" />
    </Frame>
  </Step>

  <Step title="Choose a moderation mode">
    Select one of two options:

    * **Block** — Automatically prevents flagged content from being published. The author receives a notification explaining the policy violation.
    * **Block or Report** — Blocks flagged content and also sends the admin an email and push notification for review.

    Check the option you want and click **Enable**.

    <Frame>
      <img alt="Moderation mode selection with Block and Block or Report options" />
    </Frame>
  </Step>
</Steps>

### How content moderation works in practice

**For employees submitting content:**

1. The employee submits a post, comment, citation, or wish.
2. The content is sent to OpenAI's Moderation API for evaluation (completed within 2–3 seconds).
3. If the content violates community guidelines, it is blocked from publishing and the employee sees a message explaining the violation.
4. If the content is appropriate, it is published normally.

**For admins:**

* You receive an email and push notification whenever content is flagged (when using "Block or Report" mode).
* All flagged items are available for review under **AI Settings > Flagged Content**.

### Reviewing flagged content

<Steps>
  <Step title="Open Flagged Content">
    Navigate to **AI Settings > Flagged Content**.

    <Frame>
      <img alt="Flagged Content page under AI Settings showing moderated submissions" />
    </Frame>
  </Step>

  <Step title="Set the date range">
    Use the calendar to adjust the moderation timeline, then click **Apply**.

    <Frame>
      <img alt="Flagged Content date range picker with Apply button" />
    </Frame>

    * A preview of the flagged content
    * The content type (post, comment, citation, etc.)
    * The submitting employee
    * The timestamp
    * The flagged category (e.g., harassment, hate speech)

    Click **View** on any row to see the full submission.
  </Step>
</Steps>

<Tip>
  Review flagged content regularly — especially when using "Block" mode only — so that you can identify patterns and address any cultural issues across teams.
</Tip>

***

## AI Writing Suggestions (AI Rewrite)

AI Writing Suggestions help employees improve the quality of award citations and Wishboard messages. When enabled, an **Improve with AI** button appears in eligible text fields. Employees click the button to receive a refined, AI-generated version of their draft that preserves their intent while improving tone, clarity, and emotional impact.

### What AI Rewrite works on

* **Citations for appreciation** — Recognition messages attached to peer or manager awards
* **Wishboard messages** — Birthday, work anniversary, and new joiner greetings

### How to enable AI Writing Suggestions

<Steps>
  <Step title="Open AI Permissions">
    Go to **Reports and Admin > AI Settings > AI Permissions**.

    <Frame>
      <img alt="AI Permissions panel for enabling AI Writing Suggestions" />
    </Frame>
  </Step>

  <Step title="Toggle on AI Rewrite">
    Click the toggle next to **AI Writing Suggestions** (AI Rewrite) to enable it.

    <Frame>
      <img alt="AI Writing Suggestions (AI Rewrite) toggle being turned on" />
    </Frame>
  </Step>

  <Step title="Select the content types to enhance">
    Check the boxes for the options you want to activate:

    * **Citations** — for appreciation and award recognition messages
    * **Wishes** — for birthdays, work anniversaries, and new joiners

    Click **Enable** to save.

    <Frame>
      <img alt="Content type checkboxes for Citations and Wishes with Enable button" />
    </Frame>
  </Step>
</Steps>

<Note>
  You can enable both options simultaneously. To disable, return to the same settings page and toggle the feature off. Changes take effect immediately.
</Note>

***

## AI Skill Mapping

AI Skill Mapping analyzes the recognition messages employees send and receive to identify soft skill patterns across your organization. When enabled, admins and managers can access skill reports at the individual, team, and organization level.

### How to enable AI Skill Mapping

<Steps>
  <Step title="Open AI Permissions">
    Go to **Reports and Admin > AI Settings > AI Permissions**.

    <Frame>
      <img alt="AI Permissions panel for enabling AI Skill Mapping" />
    </Frame>
  </Step>

  <Step title="Go to AI Skill Mapping">
    Scroll to the **AI Skill Mapping** section within AI Permissions.

    <Frame>
      <img alt="AI Skill Mapping section within the AI Permissions screen" />
    </Frame>
  </Step>

  <Step title="Toggle on and confirm">
    Click the toggle to enable AI Skill Mapping, then click **Enable** to confirm. Skill analysis becomes active immediately for your account.

    <Frame>
      <img alt="AI Skill Mapping toggle enabled with Enable confirmation button" />
    </Frame>
  </Step>
</Steps>

For a full guide on reading skill reports and applying insights to talent decisions, see [AI-Powered Skill Mapping](/admin/ai/ai-skill-mapping).

***

## Summary of AI permissions

| Feature                | What it does                                                   | Who benefits                  |
| ---------------------- | -------------------------------------------------------------- | ----------------------------- |
| AI Content Moderation  | Detects and blocks inappropriate content before it's published | Admins, all employees         |
| AI Writing Suggestions | Improves award citations and wish messages with AI             | Employees writing recognition |
| AI Skill Mapping       | Surfaces soft skill insights from recognition data             | HR, managers, admins          |

<Warning>
  Disabling an AI feature removes it from the employee UI immediately. Employees relying on AI writing suggestions, for example, will no longer see the "Improve with AI" button until the feature is re-enabled.
</Warning>


# AI-powered skill mapping
Source: https://help-empuls.xoxoday.com/admin/ai/ai-skill-mapping

Use Empuls AI skill mapping to automatically identify and tag employee skills from recognition data, helping HR build accurate skill profiles across the organization.

AI-Powered Skill Mapping gives HR teams, managers, and admins a new lens into workforce capabilities — without adding new surveys or assessments. Empuls analyzes the recognition messages employees send and receive and uses that data to identify patterns in soft skills across individuals, teams, and the entire organization. The result is a set of reports that reveal where your team excels and where development opportunities exist.

## How it works

Every time someone writes a recognition message — a peer award, a manager citation, or a nomination — the message contains signals about the behaviors and qualities being celebrated. Skill Mapping reads these signals at scale and categorizes them into four core competency areas. The more actively your team uses recognition, the richer and more accurate the skill insights become.

<Note>
  AI Skill Mapping must be enabled by a Super Admin before skill reports become available. See [AI Settings](/admin/ai/ai-settings) for instructions on turning it on.
</Note>

## Skill categories

Skill Mapping identifies soft skills across four main categories:

<CardGroup>
  <Card title="Communications" icon="message">
    How well individuals or teams express ideas, share information, and engage others. A high score reflects strong verbal and written communication observed in recognition patterns.
  </Card>

  <Card title="Interpersonal skills" icon="handshake">
    Relationship-building behaviors — empathy, collaboration, and the ability to work effectively with others. Useful for assessing team cohesion or identifying strong collaborators.
  </Card>

  <Card title="Critical thinking" icon="brain">
    Problem-solving, analytical reasoning, and the ability to evaluate situations thoughtfully. High scores signal readiness for roles requiring independent decision-making.
  </Card>

  <Card title="Leadership" icon="star">
    Leadership indicators such as initiative, influence, and the ability to guide others. Use this to identify potential leaders for internal mobility or succession planning.
  </Card>
</CardGroup>

Each category is further broken down into specific sub-skills, giving you a detailed picture rather than just a broad category score.

## Use cases

### Upskilling and learning path design

Before investing in a learning program, use Skill Mapping reports to understand where individuals or teams have gaps. If critical thinking scores are low across a department, you can tailor training content specifically to that area rather than running generic programs.

* Identify gaps and strengths to guide upskilling decisions
* Assess talent readiness with a clear skill profile
* Shape personalized learning paths with real-time data

### Internal mobility and hiring decisions

Looking to fill a leadership role internally? Scan leadership and interpersonal skill scores to find employees who consistently demonstrate initiative and influence across their recognition history — people who might not appear on the shortlist based on title or seniority alone.

### Performance development conversations

Use the **My Reports** and **My Team** tabs to add data-driven context to one-on-one check-ins and performance reviews. Instead of relying solely on manager observations, bring concrete skill trend data into the conversation.

### Team capability analysis for projects

When assembling a project team, use team-level skill views to identify strong communicators, critical thinkers, and collaborators across departments. Compose teams with complementary skill profiles rather than defaulting to availability alone.

## Accessing skill reports

Navigate to **Reports and Admin > Reports**, then select the **My Organization** tab.

Locate the **Soft skills exhibited in award messages** card. Switch between the **Communications**, **Interpersonal Skills**, **Critical Thinking**, and **Leadership** tabs to explore detailed insights in each area.

<Steps>
  <Step title="Open Reports">
    Go to **Reports and Admin > Reports**.

    <Frame>
      <img alt="Reports and Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Select My Organization">
    Click the **My Organization** tab to view org-level skill data. You can also view data scoped to your own profile under **My Reports**, or your direct reports under **My Team**.

    <Frame>
      <img alt="My Organization tab selected in the Reports view" />
    </Frame>
  </Step>

  <Step title="Find the skill card">
    Scroll to the **Soft skills exhibited in award messages** card.

    <Frame>
      <img alt="Soft skills exhibited in award messages card on the Reports page" />
    </Frame>
  </Step>

  <Step title="Explore skill categories">
    Click through the **Communications**, **Interpersonal Skills**, **Critical Thinking**, and **Leadership** tabs to see breakdowns by category and sub-skill.

    <Frame>
      <img alt="Skill category tabs for Communications, Interpersonal, Critical Thinking, and Leadership" />
    </Frame>
  </Step>

  <Step title="Apply filters">
    Use the filter panel to narrow the report by department, designation, grade, business unit, location, or cost center.

    <Frame>
      <img alt="Skill report filter panel for department, designation, grade, and location" />
    </Frame>
  </Step>
</Steps>

## Reading your skill report

When reviewing skill data, look for two key patterns:

* **High-performing areas** — Skills consistently reflected in recognition messages, indicating established strengths in individuals or teams. These can be leveraged for project assignments, mentoring, or public recognition.
* **Absent or low scores** — Potential skill gaps that may not be visible in standard performance data. Use these to inform development conversations or targeted training investments.

<Tip>
  Skill Mapping is most valuable when your recognition program is active. Encourage managers to write specific, behavior-focused recognition messages rather than generic praise — richer message content produces richer skill signals.
</Tip>

## Filters available

You can slice the skill data across the following dimensions:

* Department
* Designation
* Grade
* Business unit
* Location
* Cost center

This lets you, for example, compare communication skill profiles across two departments, or identify leadership indicators within a specific grade band.

## Things to keep in mind

* Skill insights are derived from recognition data only. Results reflect the language used in award messages, not formal performance assessments.
* Employees who send and receive fewer recognitions will have less data, leading to less complete skill profiles.
* Review your core values and award structure periodically to ensure they are set up in a way that generates meaningful skill signals — vague award categories produce less specific skill data.

<AccordionGroup>
  <Accordion title="Can employees see their own skill data?">
    Yes. Employees can view their own skill profile under the My Reports tab. They see the same four categories and sub-skill breakdown that managers and admins can see for them.
  </Accordion>

  <Accordion title="How often is skill data updated?">
    Skill data is updated continuously as recognition messages are submitted. There is no fixed refresh cycle — new recognitions contribute to the skill model in real time.
  </Accordion>

  <Accordion title="Are hard skills tracked?">
    No. The current Skill Mapping feature focuses exclusively on soft skills across the four categories: Communications, Interpersonal Skills, Critical Thinking, and Leadership. Hard skills are not analyzed from recognition messages.
  </Accordion>

  <Accordion title="What if I have very few recognitions in my organization?">
    Skill Mapping produces more reliable insights with a larger volume of recognition data. If your recognition program is new or underused, consider launching a recognition activation campaign before drawing conclusions from skill reports.
  </Accordion>
</AccordionGroup>

## Next steps

Once you have reviewed your first skill report, use the insights to:

1. Define targeted learning paths for teams with identified gaps
2. Shortlist internal candidates for open roles based on skill fit
3. Bring skill data into your next round of performance reviews
4. Identify potential mentors or team leads based on leadership indicators

For questions or support, email [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Em copilot
Source: https://help-empuls.xoxoday.com/admin/ai/empuls-copilot

Meet Em, the Empuls AI copilot that helps employees and admins navigate the platform, get answers to HR questions, and take actions faster through a conversational interface.

Empuls Copilot is an AI-powered assistant — called **Em** — built directly into the Empuls dashboard. Instead of navigating menus to complete tasks, you type a prompt in plain language and Em responds with the action, data, or guidance you need. Copilot works for everyone on the platform: employees, managers, and admins each see capabilities tailored to their role and permissions.

Whether you want to recognize a colleague, check your team's engagement trends, find out what you can redeem with your current points balance, or pull a budget report for the quarter — Copilot handles it through a single chat interface.

## How to access Copilot

<Steps>
  <Step title="Open the left navigation panel">
    Look for **Copilot** in the left-hand navigation panel of the Empuls dashboard.

    <Frame>
      <img alt="Copilot entry in the Empuls left navigation panel" />
    </Frame>
  </Step>

  <Step title="Open the chat window">
    Click **Copilot** to open the chat interface.

    <Frame>
      <img alt="Empuls Copilot chat window with welcome screen" />
    </Frame>
  </Step>

  <Step title="Type your prompt">
    Enter your question or request in natural language. Copilot responds with real-time suggestions, direct actions, or data based on your role.

    <Frame>
      <img alt="Typing a natural language prompt into the Empuls Copilot chat" />
    </Frame>
  </Step>
</Steps>

<Tip>
  You don't need to use specific command syntax. Copilot understands conversational prompts — describe what you want to do in plain language and Em will interpret and act on it.
</Tip>

## What Copilot can do

Copilot capabilities are scoped to your role. The same chat interface serves all users, but the actions available and data returned reflect your permissions on the platform.

### Employees

As an employee, you can use Copilot to manage your recognition activity, explore your reward balance, and find colleagues.

**What you can do:**

* Nominate peers for awards or recognitions
* Check what you can redeem with your current points balance
* Search the employee directory for contact details or reporting structure
* Celebrate moments — send birthday wishes, work anniversary messages, or welcome new joiners
* Ask questions about how features work on the platform

**Example prompts:**

* *"Nominate Aditi for going the extra mile"*
* *"What can I redeem with 2,500 points?"*
* *"Find contact details of Brian from Sales"*
* *"Who's the manager for the Bangalore tech team?"*
* *"Wish Raj happy birthday"*

### Managers

Managers can use Copilot to monitor team engagement, identify underappreciated team members, and send awards without leaving the chat interface.

**What you can do:**

* Access team-level reports on engagement, awards, and reward usage
* Identify team members who have not been recognized recently
* Send awards or nominate team members directly
* Get AI-generated suggestions for recognition messages
* Review team activity trends by period

**Example prompts:**

* *"Which of my team members haven't been recognized this month?"*
* *"Show team reward usage for Q3"*
* *"Send a 'Thank You' award to Lisa for last week's effort"*
* *"Nominate Alex for the Team Player award"*
* *"Summarize my team's engagement last quarter"*

### Admins

Admins can use Copilot to generate reports, access platform analytics, and get help navigating configuration tasks.

**What you can do:**

* Generate reports on recognitions, nominations, budget usage, and redemptions
* View organization-wide engagement trends and activity summaries
* Access award and nomination data segmented by department or time period
* Get guided help for setting up programs, automations, or settings
* Surface engagement insights from survey and recognition data

**Example prompts:**

* *"Show me last month's budget usage by department"*
* *"Give me a report on manager recognitions this quarter"*
* *"Which departments have the lowest engagement scores?"*
* *"How do I set up a milestone award for 5-year anniversaries?"*
* *"Summarize recognition activity for the last 30 days"*

## Why use Copilot

Navigating a full engagement platform can slow down the tasks you perform most often. Copilot removes that friction by letting you get things done through a conversation rather than a series of menu clicks.

Key benefits:

* **Saves time** — Complete common actions like sending recognitions or pulling reports in seconds
* **Reduces friction** — New users can get started immediately without learning navigation patterns
* **Surfaces insights** — Ask for engagement data in plain language without needing to configure a report manually
* **Boosts recognition participation** — When recognizing a colleague is as easy as typing a sentence, it happens more often

## Example use cases

<AccordionGroup>
  <Accordion title="I want to recognize a colleague but I'm not sure what award to use">
    Type a description of what the person did — for example, *"Sarah led the client presentation and it went really well."* Em will suggest an appropriate award type and generate a draft recognition message you can edit before sending.
  </Accordion>

  <Accordion title="I need to find out who on my team hasn't been recognized lately">
    Ask Em directly: *"Which of my team members haven't received a recognition in the last 30 days?"* Copilot returns a list based on current recognition data for your team.
  </Accordion>

  <Accordion title="I want to know what my points can buy">
    Type *"What can I redeem with my current points?"* Copilot shows your balance and lists redemption options available in your region — gift cards, merchandise, experiences, and more.
  </Accordion>

  <Accordion title="I need a quick report on budget usage">
    As an admin, type *"Show me Q2 budget usage by department."* Copilot pulls the data and presents it in the chat without requiring you to navigate to the reports section manually.
  </Accordion>

  <Accordion title="I want to wish a colleague on their work anniversary">
    Type *"Wish Priya on her work anniversary."* Em drafts a warm, personalized message that you can review and post to the Wishboard in one click.
  </Accordion>
</AccordionGroup>

## Tips for better prompts

* **Be specific about the person or timeframe** — *"Show recognitions for the engineering team in March"* returns more useful data than *"Show recognitions"*.
* **Describe the outcome you want** — *"Help me write a recognition for Jamie's project delivery"* produces better results than *"Write something nice"*.
* **Ask follow-up questions** — If the first response isn't exactly what you needed, refine your prompt. Copilot maintains context within the conversation.

<Note>
  Copilot's responses are based on your role and the data your account has access to. Employees cannot access other users' data or admin-level reports through Copilot.
</Note>

## Getting help

For questions or feedback about Empuls Copilot, reach out at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Perks and benefits
Source: https://help-empuls.xoxoday.com/admin/benefits/faqs

Find answers to common questions about the reward marketplace on Empuls, covering setup, permissions, and troubleshooting.

<AccordionGroup>
  <Accordion title="Does Empuls offer discounts and cashback on top brands, and how can employees benefit from them?">
    Yes, Xoxoday R\&R platform provides exclusive discount offers and cashback opportunities through its global rewards marketplace. Employees can access special deals, limited-time promotions, and merchant-funded discounts across categories like electronics, fashion, food, grocery, travel, and entertainment. These offers are tailored by geography to ensure local relevance, featuring popular brands such as Amazon, Flipkart, Nike, Starbucks, Carrefour, and more.

    In addition to discounts, the solution operates on a points-based system. When employees avail an offer through the platform and complete a purchase, they earn reward points. These points can be redeemed for brand gift cards, merchandise, experiences, or other catalog options, offering both instant savings and long-term value.
  </Accordion>

  <Accordion title="What perks and benefits does the Xoxoday platform offer to employees?">
    The Xoxoday platform provides a diverse range of perks and benefits that enhance employee financial well-being and work-life balance.

    Key offerings include:

    • Tax-Saving Benefits: Redeemable allowances for meals, fuel, periodicals, and telecom expenses, structured for optimal tax efficiency.

    • Flexible Lifestyle Benefits: Customizable lifestyle spending accounts for perks in wellness, learning, financial services, and more.

    • Exclusive Discounts & Cashback: Access to discounted gift cards, curated deals, and cashback offers across thousands of global brands.

    • Early Wage Access & Loans: Seamless digital access to earned wages before payday, helping employees manage unexpected expenses.

    • Corporate Wellness Offers: Partnerships with leading providers for discounts on products (e.g., Samsung), wellness programs (e.g., ekincare), and financial services (e.g., Nova Benefits).
  </Accordion>

  <Accordion title="How does the Xoxoday platform support a global employee discount program and work towards key program goals?">
    Xoxoday, through its employee engagement and benefits platform, supports enterprise-wide discount programs across multiple markets while aligning with three key strategic goals.

    * Continuously provide and update a variety of discounts for employees and subsidiaries

      * Regional depth: The platform maintains strong merchant partnerships across key regions, offering curated catalogs of local and international brands and services in retail, dining, travel, wellness, and lifestyle categories.
      * Global breadth: Employees can access gift cards and offers across 150+ countries, ensuring global applicability.
      * Dynamic refresh: Discount content is continuously refreshed — outdated offers are removed, and new categories are introduced. Enterprises can curate content based on their requirements. Discounted vouchers displayed on the platform can be filtered to meet company standards.
    * Increase participant usage and deliver value to employees

      * Localized experience: Multi-language and multi-currency capabilities ensure employees across different regions access the platform in their local language and currency.
      * Seamless access: Employees use secure Single Sign-On (SSO) for frictionless login, with full support for mobile access on iOS and Android.
      * AI-driven engagement: Employees receive personalized recommendations, AI nudges, and automated reminders to explore and redeem offers.
      * Adoption programs: Dedicated Customer Success Managers work with HR and benefits teams to launch internal awareness campaigns, ensure early adoption, and drive sustained participation.
      * Analytics & reporting: Real-time dashboards track usage (logins, transactions, savings by region), with monthly and quarterly reviews to monitor adoption and optimize engagement.
    * Provide discounts and offers without additional fees for participants

      * No-cost participation: Employees can access all offers without incurring fees, ensuring meaningful discounts, localized purchasing power, and measurable savings.
  </Accordion>

  <Accordion title="What marketing channels are used to promote an employee discount program, and what KPIs are typically achieved?">
    The employee discount program is promoted through a multi-channel approach designed to maximize visibility and engagement:

    * Targeted email campaigns: Personalized messages are sent directly to eligible employees and subsidiaries.
    * WhatsApp marketing: Opt-in communication enables instant updates, new offer reminders, and redemption notifications.
    * In-app notifications: Engage users directly within the platform, ensuring high visibility and immediate action.
    * Internal communication channels: Includes intranet posts, HR newsletters, internal emails, and other trusted organizational channels.

      Average KPIs by Channel

      * Email campaigns: Open rates of 40–60%, click-through rates of 12–18%, and redemption rates of 20–35%.
      * In-app notifications: Engagement rates of \~26% with click-through rates of 15–18%.
      * WhatsApp messages: Read rates above 80%, click-through rates of 15–25%, and conversion rates around 20%.
      * Internal channels: Engagement rates of 25–40%, with conversion rates depending on internal visibility and priority.
      * Web analytics: Metrics such as pageviews, unique visitors, bounce rates (\<18%), and average session duration (>4.2 minutes) are monitored to measure campaign effectiveness.

      Year-Long Marketing Plan

      * Marketing calendar: Created at the program launch with sample mailers and flyers.
      * Seasonal promotions: Combines seasonal and special-offer campaigns with ongoing communications.
      * Content refresh: Regular updates ensure continuous engagement and discovery of new offers throughout the year.
  </Accordion>
</AccordionGroup>

## Discount Program and Merchant Management

<AccordionGroup>
  <Accordion title="What merchant and discount management responsibilities does the seller have under an employee discount program?">
    The seller complies with all merchant and discount management responsibilities to ensure the program is accurate, valuable, compliant, and impactful.

    * Merchant Contracts and Offer Quality

      * The seller will maintain all merchant contracts and agreements required to deliver discount offerings.
      * The seller will ensure that all discount offers provided by merchants are valuable, accurate, and valid.
    * Compliance and Scope of Offerings

      * The seller will comply with all applicable laws, regulations, and tax implications related to the program.
      * The seller will deliver international, nationwide, and regional discounts that are measurable, meaningful, and represent true employee benefits not available through other means.
    * Merchant Visibility and Approval Process

      * The seller will provide a comprehensive list of participating merchants and their associated discounts to ensure there are no conflicts with company values or interests.
      * The enterprise retains the right to approve or decline new merchants or offers before launch.
      * The seller will alert the enterprise as new merchants or offers become available.
    * Offer Maintenance and Accuracy

      * The seller will maintain up-to-date offers on the platform, ensuring URL accuracy, merchant contact information, and timely removal of expired offers.
    * Partnership Prioritization and Issue Management

      * The seller will prioritize partnership satisfaction, advertising commitments, and timely responses to merchant inquiries.
      * The seller will be responsible for resolving any issues between participants and merchants once notified, and will inform the enterprise of such incidents during regular operational reviews.
    * Merchant Sourcing and Category Expansion

      * Upon request, the seller will actively source new merchants.
      * Upon request, the seller will increase offerings in specific categories to enhance program value.
  </Accordion>

  <Accordion title="What participant support and relationship management services does the seller provide?">
    The seller ensures robust participant support, communication, and program education to maximize engagement and satisfaction.

    * Participant Support Channels

      * The seller provides multiple contact options for participants, including live phone support and an online web request form, ensuring timely and accurate resolution of inquiries and issues.
      * The seller will escalate participant complaints as appropriate to designated program owners.
    * Education and Guidance

      * The seller will provide detailed instructions, online tutorials, and other educational resources to help participants navigate the discount platform and utilize its features effectively.
    * Program Promotion and Engagement

      * The seller will actively promote the discount program to participants through marketing campaigns, contests, giveaways, and other engagement initiatives.
      * Marketing strategies and restrictions will be formalized in agreement with the enterprise and may include channels such as email, company news, merchant visits, opt-in methods, and loyalty points systems.
    * Communication Compliance and Governance

      * The seller will not distribute communications to participants without prior review and approval by the enterprise’s designated benefits team.
      * All communications will be distributed only to participants who have explicitly opted in to receive them.
  </Accordion>

  <Accordion title="What types of merchants or services are excluded from participation in the discount program?">
    Yes. Merchants included in the discount platform must meet strict compliance requirements, and the following categories are excluded:

    • Firearms, explosives, or weapons.

    • Pornographic or adult-related products and services.

    • Alcohol and tobacco products.

    • Prescription drugs and medical services.

    • Illegal substances or related services.

    • Small independent sellers and multi-level marketing products and services (e.g., Amway, Tupperware, Avon, Discovery Toys, Cookie Lee, Prepaid Legal Services).

    This ensures the discount program maintains high ethical standards and compliance with organizational policies.
  </Accordion>

  <Accordion title="How does the Xoxoday platform accommodate special requirements and exceptions for select merchants or categories?">
    The Xoxoday benefits platform is designed to accommodate special requirements and strategic priorities set by enterprises, particularly when it involves exceptions for specific merchants or categories.

    * Special Requirements and Exemptions

      * The platform can support exceptions for merchants or partners with existing strategic relationships with the organization, even if those partnerships were not initially part of the discount or benefits program.
      * Suppliers or partners that have existing contracts or relationships outside the discount program — and where participation involves no cost or fee — are exempt from paying any program-related fees.
    * Fee-Free Participation and Compliance

      * There will be no charge to current discount providers leveraged through corporate contracts or existing relationships.
      * These agreements will remain ongoing and indefinite, as long as they continue to meet the program’s participation requirements.
      * The program’s strategic priorities include continuous expansion of discount variety and offerings.
      * The supplier (platform provider) will enter into merchant agreements with no startup fees, no maintenance costs, no ongoing percentage of sales, or any other charges.
      * Relationships with the same merchants that involve fees for other employer programs are outside the scope of this fee exclusion.
      * The list of exempt merchants may be expanded in the future, and the supplier must uphold the agreement to include them.
    * Examples of Fee-Exempt Relationships

      * Fitness center partnerships: Existing and future agreements offered at no cost.
      * Childcare service partnerships: Existing and future collaborations offered at no cost.
      * Global merchant relationships: Existing and future global partnerships with no fees.
      * Local merchant relationships: Existing and future local merchant partnerships at no cost.
  </Accordion>
</AccordionGroup>


# Health & wellness
Source: https://help-empuls.xoxoday.com/admin/benefits/health-wellness

Offer employees comprehensive health and wellness benefits through Empuls by integrating with leading providers for medical, mental health, fitness, and preventive care.

The Health & Wellness category in Empuls brings preventive care, fitness, mental health support, and home care services into a single place. Employees can use their reward points to access these services individually, and employers can purchase wellness benefits in bulk to provide programs across the entire team simultaneously.

Empuls partners with leading providers — including Apollo, ekincare, Mfine, Practo, CultFit, Trueworth, and Tata 1mg — to offer exclusive rates that maximize value for both employees and organizations.

## Why health & wellness benefits matter

Investing in employee wellbeing delivers measurable outcomes:

* **Healthier habits** through easy access to preventive and corrective healthcare
* **Improved morale** by providing meaningful perks beyond salary
* **Better productivity** as healthy employees focus more effectively
* **Reduced absenteeism** with early detection and timely care
* **Stronger employer brand** as a company that visibly invests in its people
* **Lower healthcare costs** through preventive care and discounted partner rates

## Available wellness services

Employees can access the following categories through the Health & Wellness section:

| Category                 | Description                                                                                          |
| ------------------------ | ---------------------------------------------------------------------------------------------------- |
| Health checkups          | Routine screenings, diagnostic tests, and preventive health packages via leading diagnostic partners |
| Pharmacy                 | Medicines and health supplies at partner rates                                                       |
| Doctor consultations     | In-person or online consultations with certified doctors                                             |
| Mental health assistance | Counselling, therapy, and mental wellness programs (EAP)                                             |
| Gym subscriptions        | Access to fitness centers such as CultFit                                                            |
| Home care                | In-home nursing, elder care, and physiotherapy services                                              |

## Employee: redeem points for health & wellness

Employees can redeem their Empuls reward points directly for wellness services. No additional payment is required if points cover the full value.

<Steps>
  <Step title="Log in to Empuls">
    Access the Empuls platform using your credentials.
  </Step>

  <Step title="Navigate to Health & Wellness">
    Go to **Redeem > Health & Wellness** tab.
  </Step>

  <Step title="Select a category">
    Choose the service you need — for example, **Doctor consultations** or **Gym subscriptions**.
  </Step>

  <Step title="Choose a specific benefit">
    Select the service or product from the list displayed for that category.
  </Step>

  <Step title="Book your benefit">
    Click **Book Now**, then click **Place Order** to confirm. Your booking details are sent to your registered email.
  </Step>
</Steps>

<Tip>
  The more reward points you have, the wider your selection. You can earn points through peer recognition, completing surveys, and participation in programs.
</Tip>

## Admin: enable company-sponsored wellness benefits

As an admin, you can purchase wellness benefits in bulk so that all employees — or a defined group — receive access without needing to spend individual reward points.

<Steps>
  <Step title="Log in as admin">
    Access the Admin interface in Empuls.
  </Step>

  <Step title="Go to Employee Benefits">
    Navigate to **Programs > Employee Benefits > Wellness Benefits**.
  </Step>

  <Step title="Select a category">
    Choose the wellness category you want to sponsor — for example, **Gym Membership** or **Mental health assistance**.
  </Step>

  <Step title="Choose a partner service">
    Select the provider from the list (such as CultFit). Review available packages, tiers, and included privileges.
  </Step>

  <Step title="Enter employee details">
    Fill in the number of employees you want to enroll, their work email addresses, and phone numbers.
  </Step>

  <Step title="Submit your enquiry">
    Click **Enquire**. The Empuls team responds with pricing details and confirms the benefit activation once requirements are agreed upon.
  </Step>
</Steps>

<Note>
  Company-sponsored wellness benefits are available at prices lower than the public market rate. Empuls co-sponsors the benefit to make it accessible to every employee without stretching your budget.
</Note>

## Wellness programs and engagement features

Beyond individual service redemption, Empuls supports structured wellness programs to boost team-wide adoption:

* **Stepathons and activity challenges** — Run step count competitions with leaderboards and recognition for top participants
* **Google Fit and Apple Health sync** — Employees connect fitness apps to automatically track activity and earn progress milestones
* **Milestone recognition** — Reward employees who reach wellness goals with points or badges
* **Wellness leaderboards** — Display team progress to encourage friendly competition and sustained engagement

For detailed setup and participation instructions, see the dedicated fitness challenge guides:

<CardGroup>
  <Card title="Join fitness challenges" icon="person-running" href="/employees/benefits/fitness-challenges">
    Browse challenges, connect your device, and track your progress on the leaderboard.
  </Card>

  <Card title="Manage fitness challenges" icon="gear" href="/admin/programs/fitness-challenges">
    Enable templates, configure milestone rewards, and monitor participation.
  </Card>
</CardGroup>

<Tip>
  Launch a 30–45 day wellness challenge covering steps, mindfulness goals, and sleep habits to quickly drive adoption of health benefits across your organization.
</Tip>

## Company-sponsored benefit categories

When purchasing in bulk, admins can sponsor the following wellness services for groups:

* **Health checkups** — Corporate health packages for annual or quarterly preventive screenings
* **Insurance** — Group medical insurance or supplemental health plans
* **Pharmacy** — Employee credits or vouchers for medicines and health essentials
* **Doctor consultations** — Teleconsultation packages or in-clinic visit vouchers
* **Mental health assistance** — Employee Assistance Programs (EAPs), therapy subscriptions, and wellness coaching
* **Gym subscriptions** — Corporate gym memberships for individuals or entire teams
* **Home care** — Corporate tie-ups for home nursing and elder care services

## Contact and support

For queries about health and wellness offerings for your teams, write to [cs@xoxoday.com](mailto:cs@xoxoday.com).

<AccordionGroup>
  <Accordion title="Can employees use reward points for all wellness services?">
    Yes — employees can redeem reward points for any service listed in the Health & Wellness catalog. If the points balance does not fully cover the cost, an additional payment option may be available depending on the service.
  </Accordion>

  <Accordion title="Do employees need to create separate accounts with partner providers?">
    No. Bookings made through Empuls are handled within the platform. You do not need to register separately with providers like Apollo or CultFit to access services.
  </Accordion>

  <Accordion title="How does company-sponsored enrollment work after I submit an enquiry?">
    The Empuls team contacts you to confirm pricing and requirements, then activates the benefit for the employees you listed. Employees receive an email notification when their access is ready.
  </Accordion>

  <Accordion title="Can I run wellness challenges and also offer individual service redemption at the same time?">
    Yes. Individual reward-point redemption and company-sponsored programs are independent features. You can run both simultaneously.
  </Accordion>
</AccordionGroup>


# Multi benefits card
Source: https://help-empuls.xoxoday.com/admin/benefits/multi-benefits-card

Set up and manage the Empuls Multi-Benefit Card for your organization: configure tax-exempt categories, set employee allocations, and track card usage across your workforce.

Tax-saving benefits are financial benefits you offer employees to maximise their savings by reducing taxable income based on local government regulations. By spending eligible amounts through the Empuls Multi-Benefit Card, employees lower the income subject to taxation, reducing their tax liability and increasing take-home pay.

You can help employees maximise savings by offering tax-saving allowances like books and periodicals, plus reimbursements for meals, telephone, and fuel expenses. Under the income-tax limits w\.e.f. 1 April 2026, the card unlocks over **₹1.93 lakh of tax-free spending per employee each year** across meals, fuel, telecom, and books, translating to roughly **₹60,000+ in annual tax savings at the 30% slab**.

<Note>
  Contact [cs@xoxoday.com](mailto:cs@xoxoday.com) to enable the Multi-Benefit Card for your organization.
</Note>

## Empuls Multi-Benefit Card

The Empuls Multi-Benefit Card simplifies employee tax benefits with a single card covering allowances for books, meals, fuel, telecom, and more. It streamlines your team's tax-saving efforts by replacing traditional methods like food coupons and fuel cards. You load tax-free benefits electronically, and employees spend them online or in-store using virtual and physical RuPay cards.

## Why Empuls Multi-Benefit Card

<CardGroup>
  <Card title="Instant activation" icon="bolt">
    Activate individual employee wallets in minutes. Zero waiting period once KYC is approved, with full tax compliance built in.
  </Card>

  <Card title="Digital and physical cards" icon="credit-card">
    Tax-free funds are accessible through a virtual card for online spend and a physical RuPay card for in-store and at-pump purchases.
  </Card>

  <Card title="Real-time reports" icon="chart-line">
    Live utilization reports on the admin dashboard, with 100% digital onboarding and spend tracking for both employees and the organization.
  </Card>

  <Card title="Mobile app" icon="mobile">
    Employees access the digital card, view balances, and review transactions on iOS and Android.
  </Card>
</CardGroup>

## Activating the Multi-Benefit Card

You can activate the program in less than 10 minutes.

<Steps>
  <Step title="Log in">
    Log in to your Empuls account and customise the flexible benefits program by selecting from 20+ categories such as meals, travel, fuel, fitness, books, and telecom.
  </Step>

  <Step title="Activate and recharge">
    Activate and recharge the card with allocated funds to enable the employee benefits program. Specify prepaid card rules, per-category limits, and the card design tailored to your employees' needs.
  </Step>

  <Step title="Ready to use">
    Distribute the Multi-Benefit Card to your employees. Manage prepaid cards by tracking detailed metrics, including payroll, activation, usage, and financial reports for comprehensive oversight.
  </Step>
</Steps>

## Categories on a single card

| Allowance                   | Used for                                                                                        | Example merchants                   |
| --------------------------- | ----------------------------------------------------------------------------------------------- | ----------------------------------- |
| **Meal allowance**          | Dining expenses, groceries, food delivery via meal gift vouchers                                | Swiggy, Zomato, Zepto, Domino's     |
| **Fuel allowance**          | Work-related fuel costs and driver salary reimbursement                                         | HP, Indian Oil, Bharat Petroleum    |
| **Books & periodicals**     | Books, journals, and learning platforms to keep employees up-to-date with industry advancements | Online learning vendors, bookstores |
| **Telecom allowance**       | Mobile and broadband bills                                                                      | Airtel, Jio, BSNL, ACT              |
| **Leave Travel Assistance** | Eligible travel under LTA rules                                                                 | Per bills uploaded                  |
| **Reimbursement**           | Eligible work expenses with proof                                                               | Per your policy                     |
| **Miscellaneous**           | Catch-all for other configured benefits                                                         | Per your policy                     |

## What changed w\.e.f. 1 April 2026

India's updated income-tax rules significantly raised the tax-free ceilings on several benefit categories. Plan allocations to take advantage of the new limits.

| Benefit category                          | Before           | w\.e.f. 1 April 2026 | Annual impact                                                   |
| ----------------------------------------- | ---------------- | -------------------- | --------------------------------------------------------------- |
| Gift cards & vouchers                     | ₹5,000/year      | ₹15,000/year         | 3× higher tax-free gifting                                      |
| Meal vouchers                             | ₹50/meal         | ₹200/meal            | Up to \~₹1.05 lakh/year (2 meals × 22 working days × 12 months) |
| Children education allowance (old regime) | ₹100/month/child | ₹3,000/month/child   | ₹36,000/year per child                                          |
| Hostel allowance (old regime)             | ₹300/month/child | ₹9,000/month/child   | ₹1.08 lakh/year per child                                       |

### Win-win opportunity

**For employees**

* Higher take-home value through tax-efficient rewards and daily benefits.
* More meaningful recognition with bigger gifting moments and no tax dilution.
* Increased disposable income from meal and allowance benefits.

**For employers**

* No extra cost: deliver higher value within the same compensation budget.
* Optimised pay structure to maximise employee take-home value.
* Competitive edge in talent attraction and retention.

### How Xoxoday helps you capture this opportunity

**1. Rewards & recognition (₹15,000 gift exemption)**

* Scale recognition programs: spot awards, peer-to-peer recognition, and performance incentives.
* Automate festive gifting: schedule Diwali, Holi, and New Year gifts once and auto-distribute.
* Celebrate milestones: birthdays, work anniversaries, and onboarding gifts triggered via workflows.
* 10,000+ reward options across gift cards, experiences, travel vouchers, and merchandise.
* Compliance-ready reporting with automatic audit trails and tax reports.

**2. Benefits & perks (up to ₹1.05 lakh in meal benefits plus other allowances)**

* Multi-wallet benefits infrastructure for meal, fuel, telecom, books, education, and hostel allowances on one platform.
* Meal benefits at scale: ₹200/meal tax-free via Swiggy, Zomato, and restaurants.
* Separate tracking so tax-deductible allowances are managed independently from gift card limits.
* Flexible redemption: employees choose where and when to use their benefits.
* Real-time compliance with auto-calculated tax exemptions and spend limits.

## Before you start

* You must be a **Super Admin** to access the Tax Benefit dashboard.
* This feature is available to organizations with employees in India and a configured benefits provider partnership with Xoxoday.
* Beneficiaries receive a payment card. KYC must be completed by each beneficiary before transactions are accepted.

## How it works

<Steps>
  <Step title="Fund the organization wallet">
    Money is added to a single org-level account via Indian bank transfer (IMPS, NEFT, or RTGS). The available balance is split across benefit categories when you allocate funds.
  </Step>

  <Step title="Add beneficiaries">
    Pick employees in bulk by uploading a CSV or by filtering on department, designation, grade, location, business unit, or cost center. Empuls validates each row, surfaces errors in a downloadable report, and issues a card to every successful beneficiary.
  </Step>

  <Step title="Allocate funds">
    Upload a CSV that lists the amount each beneficiary should receive per category. Empuls validates the file, shows warnings and invalid rows, and disburses funds in a background job.
  </Step>

  <Step title="Monitor utilization">
    Track org-level totals (allocated, utilized, unused), per-employee balances across categories, and per-category spend including declined transactions with reasons.
  </Step>
</Steps>

## Dashboard overview

The Tax Benefit dashboard is your starting point. It shows:

* **Organization account balance**: total funds held in the org wallet and the amount currently available for allocation, in INR.
* **Action buttons**: **Allocate fund** opens the allocation wizard; **+ Add funds** displays bank-transfer details for topping up; the popover next to the balance links to the **Account statement**.
* **Summary cards**: Total Allocated, Total Utilized, Employee Unused Balance, and Beneficiaries. Each card navigates to the corresponding detail page.
* **Category cards**: one card per active benefit category showing unused balance, so you can see at a glance where money is sitting.

## Add funds to the organization wallet

<Steps>
  <Step title="Click + Add funds">
    On the Tax Benefit dashboard, click **+ Add funds** next to the account balance. A modal opens with the Xoxoday HDFC bank account details: account holder, account number, IFSC code, and bank name.
  </Step>

  <Step title="Copy bank details">
    Use the **copy** icon next to each field to grab the values for your finance team.
  </Step>

  <Step title="Initiate the transfer">
    Send funds from your corporate bank account using IMPS, NEFT, or RTGS, following the transfer rules listed in the modal. Funds typically reflect in the org wallet within one business day depending on the transfer mode.
  </Step>
</Steps>

<Note>
  Funds added to the organization wallet are non-refundable once allocated to beneficiaries. Confirm category caps with your finance team before allocating.
</Note>

## Add beneficiaries

The Add Beneficiary wizard is a three-step, full-screen flow.

<Steps>
  <Step title="Open the wizard">
    From the **Beneficiaries** page, click **+ Add beneficiary**.
  </Step>

  <Step title="Choose how to select users">
    You can pick one of two methods:

    **Paste data (filter-based)** — Build a condition by picking from department, designation, grade, location, business unit, cost center, or individual users. The picker supports multi-select search so you can mix several criteria into one rule.

    **Upload CSV** — Download the sample CSV, fill in employee identifiers, and upload the file. Empuls validates each row.
  </Step>

  <Step title="Review validation">
    Empuls runs validation as a background job. You'll see:

    * **Success count**: rows ready to add as beneficiaries.
    * **Error count**: rows that failed validation, with a downloadable error report so you can fix and re-upload.
  </Step>

  <Step title="Confirm and submit">
    Click **Confirm** to enroll the validated beneficiaries. A progress bar tracks the submission; the final screen shows how many beneficiaries were added successfully.
  </Step>
</Steps>

<Note>
  Each beneficiary's card status starts at **KYC Pending**. The beneficiary must complete KYC with the card provider before the card becomes **Active** and can be used for transactions.
</Note>

## Allocate funds to beneficiaries

The Allocate Funds wizard is also a three-step flow.

<Steps>
  <Step title="Open the wizard">
    On the dashboard, click **Allocate fund**.
  </Step>

  <Step title="Upload the allocation CSV">
    The wizard shows the current available balance. Download the sample template, fill in beneficiary email, benefit category, and amount per row, then upload the file. Empuls validates the file type and size before accepting it.
  </Step>

  <Step title="Review validation results">
    Empuls validates each row in the background. The summary shows:

    * **Success**: rows ready to disburse.
    * **Warning**: rows that disburse with caveats (for example, partial allocation due to insufficient category cap).
    * **Invalid**: rows that fail (unknown email, disabled user, invalid category). Download the corrected file to fix and re-upload.
  </Step>

  <Step title="Confirm and disburse">
    Click **Confirm** to submit the allocation. A progress bar tracks disbursement. The final summary shows:

    * **Users recognized**: beneficiaries who received funds.
    * **User accounts disabled**: skipped because the user is no longer active.
    * **Failed**: allocations that couldn't be completed, with a downloadable failure report.
  </Step>
</Steps>

<Tip>
  Background jobs poll every 5 seconds and time out after 15 minutes. If you close the browser, the wizard remembers the in-progress job via the URL and can resume.
</Tip>

## Reporting and statements

| Page                        | What it shows                                                                                                                                              |
| --------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Account statement**       | Every credit and debit on the org wallet with transaction ID, date, credit, debit, and running balance. Filter by date range.                              |
| **Total allocated**         | Every allocation transaction: receiver, allocation ID, benefit category, date, amount.                                                                     |
| **Total utilized**          | Every spend transaction by employees, scoped to the same columns as Total allocated.                                                                       |
| **Employee unused balance** | Per-employee balance across all categories (Meals, Fuel, Travel, Telecom, Books, Reimbursement, Miscellaneous) with the first column pinned for scrolling. |
| **Category details**        | Drill into a single category to see allocations, spend transactions, monthly spend, and a sub-page of declined transactions with decline reasons.          |
| **Beneficiary details**     | Per-employee profile with Overview (totals + per-category cards) and Transactions (credit/debit history, search, and date filter).                         |

## Limits and gotchas

* Amounts are stored and displayed in INR using the Indian numbering system (lakhs and crores).
* Card issuance and KYC are handled by the card provider, not Empuls. Failed KYC blocks card activation but does not block beneficiary creation.
* Declined transactions show a decline reason (insufficient balance, blocked merchant category, etc.) on the **Transaction decline** sub-page within Category details.
* Tax benefits is independent of reward points and the redemption wallet. It cannot be funded from or paid out to those balances.

## Related

<CardGroup>
  <Card title="Subscription and billing" href="/admin/finance/subscription-billing">
    Manage your Empuls subscription and view invoices.
  </Card>

  <Card title="Redemption wallets" href="/admin/finance/redemption-wallets">
    The separate wallet that funds reward redemptions.
  </Card>

  <Card title="Manage employees" href="/admin/user-management/manage-employees">
    Add employees who can be enrolled as beneficiaries.
  </Card>
</CardGroup>


# Automated budgets
Source: https://help-empuls.xoxoday.com/admin/budgets/automated-budgets

Create automated recognition budgets that run on a schedule — weekly, monthly, or quarterly — so your programs always have funds without manual top-ups.

Rather than manually sending points each month, create automated budgets that run on a schedule (weekly, monthly, or quarterly) so your recognition programs always have funds available without manual intervention. Allocate fixed amounts or prorate distributions based on team size.

## Create an automated budget

<Steps>
  <Step title="Go to Manage Budgets">
    In the Admin Hub, navigate to **Manage Budgets** and click **Create New Automated Budget**.

    <Frame>
      <img alt="Create new automated budget" />
    </Frame>
  </Step>

  <Step title="Click Let's Begin">
    The budget creation wizard opens. Click **Let's Begin** to start.
  </Step>

  <Step title="Name the budget and link awards">
    Enter a **budget name** and **description**, then link the award types that will draw from this budget. For example, a "Peer Recognition Budget" linked to your peer awards ensures managers only use these funds for that specific program.
  </Step>

  <Step title="Choose the allocation type">
    Select how points are distributed to recipients:

    * **Fixed** — Every recipient gets the same number of points per distribution run. Use this for equal-distribution programs where team size doesn't matter.
    * **Prorated** — Points are distributed based on a rule you define. Select a proration rule from the dropdown:
      * Number of employees in a department
      * Number of employees in a business unit
      * Number of employees in a cost center
      * Number of employees mapped to an HR representative
      * Number of direct reports
      * Number of direct and indirect reports

    Then enter the total points to distribute per run. The system calculates each recipient's share based on the rule.

    Check **Recover unused points** if you want unspent points returned to the budget at the end of each cycle rather than carried over to the next period.
  </Step>

  <Step title="Select recipients">
    Click the **pen icon** to choose who receives the budget. You can:

    * Select individuals manually
    * Use advanced filters (by designation, location, department, function, etc.)
    * Paste a list of recipients directly
  </Step>

  <Step title="Set the distribution cadence">
    Configure when and how often the budget distributes:

    * **Start date** — Select the first distribution date using the calendar.
    * **Repeat cycle** — Choose weekly, monthly, quarterly, or another frequency.
    * **Number of runs** — Specify how many times the distribution should occur before the budget expires.
  </Step>

  <Step title="Review and confirm">
    Review all settings in the summary. Click **Confirm and Create** to activate the automated budget.

    <Frame>
      <img alt="Confirm automated budget" />
    </Frame>
  </Step>
</Steps>

## FAQs

<AccordionGroup>
  <Accordion title="How often can automated budgets be distributed?">
    Budgets can be distributed on any recurring schedule. Common choices are monthly (for ongoing recognition programs), quarterly (for performance-tied programs), and annually (for long-service awards or end-of-year programs). You set the frequency when creating the budget.
  </Accordion>

  <Accordion title="Who can receive automated budgets?">
    You can assign budgets to individual users, managers, teams, or filtered groups based on attributes like designation, location, or department. Use advanced filters during budget creation to target the right recipients without manually listing them.
  </Accordion>

  <Accordion title="What is the difference between fixed and prorated allocation?">
    Fixed allocation gives every recipient the same number of points regardless of team size. Prorated allocation scales the distribution based on a rule — for example, a manager with 10 direct reports receives more points than a manager with 3, so both can meaningfully recognize their teams.
  </Accordion>

  <Accordion title="What happens to unused points at the end of a cycle?">
    If you checked **Recover unused points** during budget creation, unspent points return to the budget pool at the end of each cycle. If this option is unchecked, points carry over to the next cycle or remain in the recipient's budget wallet.
  </Accordion>
</AccordionGroup>

<Note>
  To edit, pause, duplicate, or audit an automated budget after creation, see [Manage budgets](/admin/budgets/manage-budgets).
</Note>


# Manage budgets
Source: https://help-empuls.xoxoday.com/admin/budgets/manage-budgets

Create recognition budgets, allocate points to managers and teams, set fixed or prorated distributions, pause and reactivate budgets, and monitor spending.

Budgets in Empuls control how recognition points are distributed to managers and employees. Allocate fixed amounts or prorate distributions based on team size, edit budgets at any time, pause or reactivate them, and monitor spending across the organization.

<Tip>
  Keep your redemption wallet balance in sync with total outstanding redeemable points. When employees redeem points for vouchers, the amount is settled from your organization's redemption wallet. An underfunded wallet will interrupt the redemption experience.
</Tip>

## Video walkthrough

<iframe title="Manage budgets walkthrough" />

## Manage organisational R\&R budget

Reward Admins (Super Admins) can control the organization's reward expenses by managing the total points created in the system.

### Create points

Points are the currency used in this system for rewarding users or giving gifts (for example, on birthdays). To start the rewarding process, you must first create points. These points are only paid for at the time of redemption.

The Super Admin can create these points using their assigned personal budget.

<Steps>
  <Step title="Open the Admin Dashboard">
    Go to the **Admin dashboard** by clicking on **Reports and Admin**.

    <Frame>
      <img alt="Open Admin Dashboard" />
    </Frame>
  </Step>

  <Step title="Navigate to Manage budgets">
    Navigate to **Manage budgets**.

    <Frame>
      <img alt="Manage budgets menu" />
    </Frame>
  </Step>

  <Step title="Open Create Points">
    Click on **Create Points** under the Manage Organizational R\&R Budget card.

    <Frame>
      <img alt="Create Points button" />
    </Frame>
  </Step>

  <Step title="Enter the number of points">
    Enter the total number of points you wish to create. The equivalent currency is shown alongside. Click **Create**.

    <Frame>
      <img alt="Enter point quantity" />
    </Frame>
  </Step>

  <Step title="Destroy points (optional)">
    You can also choose to destroy reward points. Click **I want to destroy points** instead at the bottom. Enter the number of coins you wish to destroy and click **Destroy**.

    <Frame>
      <img alt="Destroy points" />
    </Frame>
  </Step>

  <Step title="View totals by timeframe">
    Select the desired time frame to view the total reward points — for example, a day, a month, or a year.

    <Frame>
      <img alt="Filter point totals by timeframe" />
    </Frame>
  </Step>
</Steps>

* *You only need to pay for reward points at the time of redemption.*
* *The organisational wallet must have sufficient funds to honour redemptions on the Empuls store.*

## Edit an existing budget

To update a budget's name, description, allocation, or recipients after it has been created:

1. Go to **Manage Budgets** in the Admin Hub.
2. Locate the budget in the list and click on it to open **Budget Details**.
3. Click **Edit** and make the necessary changes.
4. Click **Save** to apply the updates.

<Frame>
  <img alt="Edit a budget" />
</Frame>

## Pause and reactivate a budget

If you need to temporarily suspend a budget — for example, during a company restructuring or hiring freeze — you can pause it without losing its configuration.

1. Open the budget from the **Manage Budgets** list.
2. Click **Pause Budget**.
3. The budget stops distributing points on its schedule but retains all settings.
4. When ready to resume, open the budget again and click **Reactivate**.

<Frame>
  <img alt="Pause or reactivate a budget" />
</Frame>

Reactivation resumes the budget from its configured schedule without requiring you to rebuild it from scratch.

## Duplicate a budget

If you want to create a new budget based on an existing configuration:

1. Go to **Manage Budgets** and click the budget you want to copy.
2. Scroll to the bottom of the **Budget Details** page.
3. Click **Make a Copy**.

<Frame>
  <img alt="Duplicate a budget" />
</Frame>

A duplicate is created with all the same settings. Edit the copy to adjust the name, recipients, or cadence before activating it.

## View budget history

To review how a budget has performed over time:

1. Navigate to **Reports & Settings > Manage Budgets**.
2. Locate the budget in the list and click on it to expand.
3. Review the **Budget Details** section to see historical distribution runs, amounts sent, and recipients.

<Frame>
  <img alt="Budget history" />
</Frame>

This view shows the full configuration alongside all historical activity in one place, making it easy to audit past distributions or troubleshoot discrepancies.

## Monitor budget usage

Budget usage data is available in two places:

* **Budget Details** — Expanding any budget shows current allocation status and remaining balance.
* **Budget Reports** (in the Reports section) — Organization-wide view of allocated vs. spent budgets across all departments, managers, and programs.

Use budget reports to identify managers who are consistently underspending their allocation (and may need encouragement to recognize more) or departments that are exhausting budgets quickly (and may benefit from a larger allocation).

## FAQs

<AccordionGroup>
  <Accordion title="What is the difference between fixed and prorated allocation?">
    Fixed allocation gives every recipient the same number of points regardless of team size. Prorated allocation scales the distribution based on a rule — for example, a manager with 10 direct reports receives more points than a manager with 3, so both can meaningfully recognize their teams.
  </Accordion>

  <Accordion title="Can I change the award linked to a budget after creating it?">
    Yes. Open the budget from Manage Budgets, click **Edit**, update the linked awards, and save. Changes take effect on the next distribution run.
  </Accordion>

  <Accordion title="What happens to unused points at the end of a cycle?">
    If you checked **Recover unused points** during budget creation, unspent points return to the budget pool at the end of each cycle. If this option is unchecked, points carry over to the next cycle or remain in the recipient's budget wallet.
  </Accordion>
</AccordionGroup>


# Cost of living index
Source: https://help-empuls.xoxoday.com/admin/finance/cost-of-living

Learn how to apply per-region multipliers so a recognition point has equivalent purchasing power for employees in different geographies.

Cost-of-living index (COLI) lets you scale the redemption value of reward points by where the employee is based. A point earned in San Francisco can spend differently than the same point earned in Bangalore, and COLI makes the underlying purchasing power match by applying a multiplier per site.

## Video walkthrough

<iframe />

## Before you start

* You must be a **Super Admin**.
* Site entries must already exist under [org structure](/admins/org-structure) — COLI multipliers attach to sites.
* Decide your COLI philosophy before configuring. Common approaches:
  * **Equal earning, scaled redemption** — Everyone earns the same points; multipliers adjust what those points buy.
  * **Scaled earning, equal redemption** — Earnings already include geography; no COLI needed.
  * **Hybrid** — COLI on benefits and gifts only; reward points untouched.

## How COLI works

<Steps>
  <Step title="Site multipliers are defined">
    For each site, you set a multiplier — 1.0 is the baseline, >1.0 multiplies up (higher purchasing power needed), \<1.0 multiplies down.
  </Step>

  <Step title="Empuls applies the multiplier at redemption time">
    When an employee redeems, Empuls checks their site, looks up the multiplier, and adjusts how many points are deducted for a given catalog item.
  </Step>

  <Step title="Catalog stays geo-aware">
    The redemption catalog already filters by country and currency. COLI layers on top so the **point cost** of an item matches its real cost in the employee's region.
  </Step>
</Steps>

## Enable COLI

<Steps>
  <Step title="Open Cost of Living">
    Navigate to **Admin Hub → Finance → Cost of Living**, or open it directly.

    <Frame>
      <img alt="Cost of Living settings page under Admin Hub > Finance in Empuls" />
    </Frame>
  </Step>

  <Step title="Toggle COLI on">
    A confirmation banner appears explaining that COLI will affect all future redemptions. Existing point balances are unchanged.
  </Step>

  <Step title="Set per-site multipliers">
    For each site, enter a multiplier. Multipliers must be positive decimals (for example, 0.4, 1.0, 1.6).
  </Step>

  <Step title="Preview impact">
    The preview pane shows what a sample catalog item would cost an employee at each site with the multipliers applied.
  </Step>

  <Step title="Save">
    COLI goes live. Employees see the adjusted point cost in the catalog and at checkout.

    <Frame>
      <img alt="COLI enabled with per-site multipliers saved and live for redemptions" />
    </Frame>
  </Step>
</Steps>

## Worked example

Suppose a \$50 Amazon gift card costs 5,000 points at baseline (1.0 multiplier).

* **San Francisco** (multiplier 1.6): the same \$50 card costs 8,000 points.
* **Mumbai** (multiplier 0.4): the same \$50 card costs 2,000 points.
* **London** (multiplier 1.2): 6,000 points.

The card's monetary value to Empuls's redemption wallet is the same (\$50) regardless of who redeems — Empuls absorbs the geo difference via the COLI mechanism, not the employee.

## Edit a multiplier

Change a site's multiplier any time. The new value applies to all subsequent redemptions; nothing already redeemed is retroactively adjusted.

## Disable COLI

Toggle COLI off. The catalog reverts to baseline point costs for all sites. Existing point balances are unchanged.

## Limits and gotchas

* COLI requires every employee to have a site assigned. Employees without a site fall back to the baseline multiplier (1.0).
* COLI applies only to the standard redemption catalog. Perks store and Tax Benefits are not adjusted.
* Multipliers should reflect purchasing power, not local currency exchange rates. Use a reputable cost-of-living index when setting values.
* Frequent multiplier changes confuse employees. Set quarterly or annually; communicate changes in advance.

## Related

<CardGroup>
  <Card title="Org structure" href="/admins/org-structure">
    Define the sites COLI multipliers attach to.
  </Card>

  <Card title="Redeem points" href="/employees/redemption/redeem-points">
    Employee-facing redemption experience.
  </Card>

  <Card title="Redemption wallets" href="/admin/finance/redemption-wallets">
    Wallet that funds adjusted redemptions.
  </Card>
</CardGroup>


# Points administration
Source: https://help-empuls.xoxoday.com/admin/finance/points-administration

Learn how to manage the points your organization issues and redeems. Recharging your wallets, auditing movement, fixing unmapped transactions, and runing point-history reports in Empuls.

Points administration is the finance back-office for Empuls's points system. From this page you can recharge the organization wallet, view every points movement (issued, deducted, redeemed), inspect wallet criteria rules, troubleshoot transactions that didn't map to a user, and pull point-history reports for accounting.

## Before you start

* You must be a **Super Admin** or have **Finance Admin** permission.
* Reward points and karma (engagement score) are different — this page only governs reward points. For karma, see [engagement scoring](/admin/programs/promotional-points).
* Adjustments here are auditable. Every add/deduct creates a record visible in points history.

## Sub-pages

The Points Administration hub has several specialized sub-pages:

| Sub-page                        | What it shows                                                                 | URL                                                               |
| ------------------------------- | ----------------------------------------------------------------------------- | ----------------------------------------------------------------- |
| **Points history (statement)**  | Every points credit and debit by user, with date, amount, reason              | `/home/points-administration/points-history`                      |
| **Recharge history**            | Every wallet top-up — who did it, when, for how much                          | `/home/points-administration/recharge-history`                    |
| **Redemption wallet statement** | Movement on the redemption wallet specifically                                | `/home/points-administration/redemption-wallet-statement-history` |
| **Redemption point statement**  | Points that flowed out via employee redemption                                | `/home/points-administration/redemption-point-statement-history`  |
| **Wallet criteria list**        | Rules that determine which wallet funds which event type                      | `/home/points-administration/wallet-criteria-list`                |
| **Unmapped transactions**       | Transactions Empuls couldn't attribute to a user; needs manual reconciliation | `/home/points-administration/transactions-not-mapped`             |
| **Wallet details**              | Per-wallet view with balance and movement                                     | `/home/points-administration/wallet/:id`                          |
| **Create wallet**               | Spin up an additional wallet for a specific program                           | `/home/points-administration/create-wallet`                       |

## Add or deduct points for an individual

<Steps>
  <Step title="Open Add/Deduct Points" />

  <Step title="Pick the user">
    Search by name or email. Select the user whose balance you're adjusting.
  </Step>

  <Step title="Choose Add or Deduct">
    Toggle between **Add points** and **Deduct points**.
  </Step>

  <Step title="Enter amount and reason">
    Points must be a whole number. Reason is required and appears in points history for audit.
  </Step>

  <Step title="Submit">
    The adjustment posts immediately. The user sees the updated balance on their next page load.
  </Step>
</Steps>

## Bulk add or deduct via CSV

The same form supports CSV upload for bulk adjustments. Download the sample CSV, fill in `email,points,reason`, upload, and Empuls processes each row in the background. The job result shows successes and failures.

## Wallet criteria

Wallet criteria control which wallet funds which event. For example:

* A "Peer Recognition Wallet" funds all peer-to-peer recognition.
* A "Service Awards Wallet" funds milestone gifts only.
* A general "Redemption Wallet" funds anything not matched by a more specific criterion.

Edit criteria from the Wallet Criteria List page. Empuls matches transactions to wallets in priority order; the most specific match wins.

## Unmapped transactions

If a transaction comes in (typically from an HRIS-driven event) and Empuls can't find a matching user, it lands in the unmapped transactions page. From there you can:

* **Map manually** — Pick a user; the transaction posts retroactively.
* **Reject** — Discard the transaction.

Unmapped transactions are the most common signal of HRIS-Empuls data drift. Resolving them quickly keeps your audit clean.

## Reports

CSV exports are available from each sub-page. The CSV includes the same columns the page shows. Use these for:

* Quarterly board reporting on recognition spend.
* Year-end finance close.
* Reconciling Empuls points movement against the redemption-wallet financial wallet.

## Limits and gotchas

* Adjustments to negative balances are allowed but rare. Empuls flags users with negative balances on the points-history page.
* Deleting an unmapped transaction is permanent.
* Wallet criteria changes apply to new transactions only. Already-recorded transactions are not retroactively reassigned.

## Related

<CardGroup>
  <Card title="Redemption wallets" href="/admin/finance/redemption-wallets">
    Top-level wallet management.
  </Card>

  <Card title="Budgets" href="/admin/finance/budgets">
    Automated distribution of points.
  </Card>

  <Card title="Engagement scoring" href="/admin/programs/promotional-points">
    Karma for the leaderboard, separate from reward points.
  </Card>

  <Card title="Reports" href="/admin/reports/overview">
    Cross-cutting analytics including points spend.
  </Card>
</CardGroup>


# Redemption wallets
Source: https://help-empuls.xoxoday.com/admin/finance/redemption-wallets

Learn how to use redemption wallets to manage your expenses for a seamless rewards redemption with our guide

Super Admins can manage the expense of the rewards and recognition programs. They can manage three aspects of the Rewards Program as listed below:

## Creating a New Wallet

<Steps>
  <Step title="Scroll down to the Wallet card, click">
    Scroll down to the Wallet card, click the 3 dots on the right side, and click on **Add New Wallet**.

    <Frame>
      <img alt="Add New Wallet option in the Wallet card three-dot menu" />
    </Frame>
  </Step>

  <Step title="Select the desired currency from our list">
    Select the desired currency from our list of supported currencies. After selecting it, click on **Add Wallet(s)**.

    <Frame>
      <img alt="Currency selection dropdown for creating a new redemption wallet" />
    </Frame>
  </Step>
</Steps>

## Managing the Redemption Wallet

Add funds to the organisation’s redemption wallet, to allow employees to redeem reward points for purchasing gifts, merchandise, and experiences from the Empuls store.

### Add money to your wallet

Adding money to your organisation's Empuls wallet allows your team to redeem the reward points earned on the platform. Amount in the wallet gets debited whenever an employee chooses to redeem their points in exchange for a gift card, voucher, or merchandise on the platform.

<Steps>
  <Step title="Navigate to Finance \> Redemption Wallet">
    Navigate to **Finance > Redemption Wallet** to fund your wallet.
  </Step>

  <Step title="Choose the currency wallet you wish">
    Choose the currency wallet you wish to add funds to. Click on **Add Funds**.

    <Frame>
      <img alt="Currency wallet card with Add Funds button to top up the redemption balance" />
    </Frame>
  </Step>

  <Step title="Enter the amount you wish to add">
    Enter the amount you wish to add. Click on **Next**.

    <Frame>
      <img alt="Amount entry field to specify funds being added to the wallet" />
    </Frame>
  </Step>

  <Step title="Select the payment method">
    Select the payment method. Add the billing details. Click on **Proceed to pay**.

    <Frame>
      <img alt="Payment method selection and billing details form for wallet recharge" />
    </Frame>
  </Step>

  <Step title="Enter your card/payment details">
    Enter your card/payment details. Review and click on **Pay**.
  </Step>
</Steps>

## Pay through bank transfer

You may also use direct bank transfer to pay towards the Empuls Wallet to avoid payment gateway charges. This facility is available for customers in a limited set of countries. Please write to [cs@xoxoday.com](mailto:cs@xoxoday.com) to learn more about this payment option.

> To ensure a smooth redemption experience for users who have received points as awards or gifts, please maintain the wallet balance equal to the total number of redeemable points.
>
> It will help ensure that users can redeem their points without any issues.

# FAQs

<AccordionGroup>
  <Accordion title="What is the additional charge i.e Stripe processing fees to be paid for the wallet recharge?">
    Empuls uses Stripe as a payment gateway for the Wallet Recharge Transactions. Stripe charges up to 2% as fees for payment processing.

    Empuls sells the brand vouchers at their procured price. The lack of margins and the high volume of funds added to the wallet makes it difficult for Empuls to fund the Stripe fees.

    We are working on alternatives that can reduce the burden and eventually make it financially viable for Empuls to absorb this cost.
  </Accordion>

  <Accordion title="What currencies can be chosen for point conversion?">
    Empuls supports 37 currencies that can be used as the base currency for your redemption wallet.

    * AED (UAE Dirham)
    * AUD (Australian Dollar)
    * BDT (Bangladesh Taka)
    * BGN (Bulgarian Lev)
    * BHD (Bahraini Dinar)
    * BRL (Brazilian Real)
    * CAD (Canadian Dollar)
    * CHF (Swiss Franc)
    * CNY (Yuan Renminbi)
    * CZK (Czech Koruna)
    * DKK (Danish Krone)
    * EUR (Euro)
    * GBP (Pound Sterling)
    * HKD (Hong Kong Dollar)
    * HRK (Kuna)
    * IDR (Rupiah)
    * ILS (New Israeli Sheqel)
    * INR (Indian Rupee)
    * KWD (Kuwaiti Dinar)
    * LBP (Lebanese Pound)
    * MAD (Moroccan Dirham)
    * MXN (Mexican Peso)
    * MYR (Malaysian Ringgit)
    * NOK (Norwegian Krone)
    * NZD (New Zealand Dollar)
    * PHP (Philippine Peso)
    * PLN (Zloty)
    * QAR (Qatari Rial)
    * RON (Romanian Leu)
    * RUB (Russian Ruble)
    * SAR (Saudi Riyal)
    * SEK (Swedish Krona)
    * SGD (Singapore Dollar)
    * THB (Thailand Baht)
    * TRY (Turkish Lira)
    * USD (United States Dollar)
    * ZAR (Rand)
  </Accordion>
</AccordionGroup>

> Have questions or feedback? Please write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)

Application URL:

`https://#{{tenant_url}}/home/points-administration`


# Reward marketplace
Source: https://help-empuls.xoxoday.com/admin/finance/reward-marketplace-faqs

Browse frequently asked questions about the milestone gifting program on Empuls, from initial setup to day-to-day admin tasks.

## Empuls Reward Marketplace

<AccordionGroup>
  <Accordion title="What kinds of rewards can be offered through Xoxoday’s employee marketplace?">
    Xoxoday’s R\&R tool offers a globally diverse and customizable rewards marketplace, including:

    * Gift Cards: Digital and physical options across 8,000+ brands in over 100 countries.
    * Merchandise: 300,000+ items in electronics, fashion, home, and more.
    * Company Swag: Fully customizable branded merchandise with personalization options.
    * Travel & Experiences: Curated travel packages and experiences such as spa days, adventure sports, concerts, and dining.

    This ensures meaningful rewards for every employee, regardless of location or motivation.
  </Accordion>

  <Accordion title="Does the Xoxoday marketplace support filters to simplify product discovery?">
    Yes. Employees can sort and browse the rewards catalog using filters such as product category, country, price range, and points required for redemption. This makes it easy to find relevant rewards quickly and efficiently.
  </Accordion>

  <Accordion title="How does the Xoxoday R&R platform evaluate and source awards for its catalog, and how often is it refreshed?">
    The Xoxoday rewards catalog is continuously curated and refreshed by a dedicated category management team to ensure it remains comprehensive, relevant, and engaging.

    Key processes include:

    • Ongoing evaluation: New brands, products, and experiences are continuously evaluated based on market demand, employee preferences, redemption trends, and quality benchmarks.

    • Global & local partnerships: Partnerships with a network of global and regional vendors ensure a wide range of choices across categories such as gift cards, merchandise, travel, experiences, wellness, and learning.

    • Frequent refresh cycles: The catalog is updated weekly with new offers, discounts, and exclusive deals, and quarterly with major vendor additions and new categories.
  </Accordion>

  <Accordion title="What types of reward catalogs and redemption options are available on the Xoxoday platform?">
    The Xoxoday R\&R platform offers one of the world’s largest and most diverse rewards marketplaces, enhanced by AI and tailored for global enterprises.

    Reward Catalog Options

    • Digital Gift Cards: Access to 8,000+ brand gift cards across electronics, dining, travel, fashion, and more in 100+ countries.

    • Experiential Rewards: Travel vouchers, spa treatments, dining experiences, and wellness packages.

    • Custom Merchandise: Company-branded swag, including apparel, tech accessories, drinkware, and stationery.

    • Flexible Redemption: Points-based systems with multiple redemption paths — cash, gifts, experiences, and more.

    Expanded Marketplace Features

    • Health & Wellness: Gym memberships, therapy sessions, fitness equipment, meditation subscriptions, and nutrition services.

    • Merchandise: Access to 10,000+ products, scalable to over 100,000 premium items.

    • Experiences & Lifestyle: 100,000+ global experiences including dining, wellness, and adventure activities in 50+ countries.

    • Travel & Entertainment: Booking access for 100,000+ hotels, flights, and entertainment packages.

    • Charity & Donations: Support over 10,000 global charities.

    • Service Awards & Mementos: Long-service plaques, trophies, and commemorative items.

    Additional Capabilities

    • AI-driven recommendations for award messaging and detection of biased recognition patterns.

    • Predictive analytics for engagement outcome tracking.

    • White-labeled catalogs and custom branding options to match your organization’s identity.

    This expansive catalog ensures personalized, meaningful, and localized reward experiences for every employee.
  </Accordion>

  <Accordion title="Can the Xoxoday R&R platform deliver a single, seamless digital redemption experience without opening new windows or third-party sites?">
    Yes. The Xoxoday employee recognition platform delivers a fully embedded, in-app redemption experience designed to be seamless and user-friendly.

    How it works:

    • Employees can browse the rewards catalog, add items to their cart, and complete checkout — all without leaving the platform.

    • Order status and fulfillment updates are visible directly within the platform dashboard.

    • In rare cases, a regulatory step (e.g., bank OTP verification) may open a secure frame, but the default experience remains fully native.
    ​
  </Accordion>

  <Accordion title="How flexible is the Xoxoday R&R tool in localizing the rewards catalog and offering country-specific options, including multi-currency support?">
    Xoxoday’s employee recognition platform is globally inclusive and allows full localization of the rewards catalog. Organizations can curate country-specific offerings, and the platform supports redemptions in 50+ currencies, including AED, KRW, SAR, QAR, BHD, OMR, THB, MYR, INR, MXN, EUR, and USD. With 10M+ options across 150+ countries, the catalog ensures relevant and meaningful recognition for employees worldwide.
  </Accordion>

  <Accordion title="Does the platform support country-specific offerings for the following countries: UAE, South Korea, Saudi Arabia, Qatar, Bahrain, Oman, Thailand, Malaysia, India, Mexico, Europe, USA?">
    Yes. Xoxoday supports all these countries with local brand catalogs, prepaid cards, and custom gifting options. Redemptions are available in local currencies, and catalogs are frequently updated to maintain regional relevance, ensuring a seamless and culturally appropriate reward experience.
  </Accordion>

  <Accordion title="Who is responsible for managing the reward inventory on your platform, and what is your process and turnaround time for order fulfillment? Do you rely on a single shipping provider?">
    The reward inventory on the Xoxoday R\&R tool is curated and managed by our in-house category and merchandising team. We ensure a rich variety of global and local options, including gift vouchers, branded merchandise, experiences, donations, and company swag. Xoxoday works with a trusted network of local and global fulfillment partners and merchants who handle processing and delivery.

    Digital gift cards are delivered instantly, while merchandise and physical rewards are fulfilled within 2 to 14 business days depending on item availability and shipping destination. Shipping logistics are managed by individual vendors and are optimized for speed and coverage — we do not rely on a single shipping provider. Importantly, Xoxoday does not charge any markup on shipping costs, ensuring complete transparency for our customers.
  </Accordion>

  <Accordion title="Do you apply any markups or transactional costs to redeem merchandise or gift cards or as bank transfer?">
    No, the platform does not apply any markups or hidden transactional costs on redemptions for merchandise or gift cards. Employees redeem at the actual catalog value, ensuring complete transparency. For bank transfers or prepaid card loads, only standard payment gateway or banking charges (if applicable) are passed through at cost, with no additional margin added by the platform.
    ​
  </Accordion>

  <Accordion title="Does the Xoxoday R&R tool offer services like vouchers for travel, restaurants, events, or charity donations?">
    Absolutely. Xoxoday’s global rewards catalog includes vouchers for travel, dining, events, entertainment, wellness experiences, and more. Additionally, employees can donate their rewards to over 10,000 charity organizations globally. This wide spectrum of reward types ensures that employees find options aligned with their interests and values.
    ​
  </Accordion>

  <Accordion title="Are both branded and unbranded products included in the employee recognition rewards catalog?">
    Yes, Xoxoday’s employee recognition platform offers a diverse mix of branded and unbranded products. Branded items include electronics, apparel, experiences, wellness products, and more from top global brands. Unbranded options include trophies, certificates, sustainable gifts, and personalized company swag. These can be tailored to your brand guidelines with custom messages, logos, and packaging.
    ​
  </Accordion>

  <Accordion title="How frequently are new brand partners added to the Xoxoday marketplace?">
    New brand partners are added on a monthly basis. Xoxoday’s catalog team continuously integrates customer feedback, global trends, and competitive benchmarks to ensure the most relevant, in-demand brands are available in the catalog.
    ​
  </Accordion>

  <Accordion title="How often is the rewards marketplace updated with new or replacement items?">
    The Xoxoday rewards marketplace is continuously enhanced. New products are added monthly via automated integrations (APIs), and existing offerings are refreshed based on popularity and user feedback. This ensures a dynamic, personalized, and engaging redemption experience.
  </Accordion>

  <Accordion title="Is there an upcharge for &#x22;premium&#x22; gift cards, meaning users have less buying power for those vs. others?">
    Yes. Premium gift cards or gift cards equivalent to cash may carry an upcharge, which can slightly reduce buying power compared to standard options. Xoxoday ensures a broad selection of gift cards across price points so all employees can find meaningful rewards that suit their preferences and budgets.
  </Accordion>

  <Accordion title="Does the platform support both physical and digital reward fulfillment, including gift cards, merchandise, and experiences?">
    Yes. Xoxoday supports both physical and digital rewards, including:

    * Digital gift cards in 100+ countries
    * Experiences in 50+ countries
    * Prepaid cards globally
    * Physical gift cards in select regions (e.g., India)
    * Merchandise in 60+ countries, including company swag and custom-branded items

    All rewards are fulfilled through international and local vendors, ensuring global coverage and region-specific compliance.
    ​
  </Accordion>

  <Accordion title="How is the Xoxoday rewards marketplace customized by country and milestone year?">
    Xoxoday’s rewards marketplace is highly customizable for both country-specific needs and employee milestone years:

    * **Country-specific customization:** Local vendors, culturally relevant rewards, local languages, regulatory compliance, and purchasing power adjustments (COLI). Seasonal and cultural variations are also included, e.g., Ramadan in the Middle East, Diwali in India, Christmas in Europe/North America.
    * **Milestone year customization:** Admins can assign reward collections by milestone year (e.g., 3, 5, 10 years), tied to specific budgets. Options include certificates, trophies, mementos, and personalized/branded items, making each celebration meaningful and aligned with recognition strategy.
  </Accordion>

  <Accordion title="What is the average shipping time from your warehouses?">
    * Merchandise: 2–10 business days
    * Customized service awards (branded certificates, mementos): 5–12 business days

    All shipments are processed carefully to ensure timely delivery and enhance the employee experience.
  </Accordion>

  <Accordion title="How many countries can you fulfill rewards in? Are they sourced locally or shipped across borders?">
    Xoxoday can fulfill rewards in **100+ countries**, using a mix of local sourcing and cross-border shipments depending on the reward type:

    * Digital gift cards: Instant redemption in 100+ countries via global vendors.
    * Physical gift cards: 150+ options in the USA (Amazon, Walmart) sourced locally.
    * Prepaid cards: Available in 200+ countries.
    * Experiences: Available in 50+ countries, sourced locally.
    * Merchandise: Available in 60+ countries globally.
    * Branded merchandise (Swag): Sourced locally where possible; international shipments come from the nearest global warehouse. In India, local vendors are used.
  </Accordion>

  <Accordion title="What is your methodology for selecting new rewards for your catalog? How often is the award collection reviewed and refreshed? Do you solicit client feedback when considering new rewards in a country?">
    * Selection methodology: Strategic brand partnerships, regional expansions, and in-house business development teams scout new brands. Regional networks ensure hyperlocal relevance.
    * Catalog review & refresh: Continuous updates, with many options digitally integrated for seamless redemption.
    * Client feedback: Solicited at every stage—from onboarding to ongoing engagement—to add country-specific brands, new reward categories, and localized experiences.
  </Accordion>
</AccordionGroup>

## Redemption

<AccordionGroup>
  <Accordion title="How can employees redeem rewards on Xoxoday?">
    Employees have multiple options to redeem rewards, ensuring flexibility and convenience:

    * Digital & Physical Gift Cards: Brand-specific vouchers.
    * Merchandise & Experiences: Global catalog options.
    * Wallets & UPI / Cash Transfers: Bank or UPI transfers where applicable.
    * Custom In-House Redemptions: Can be combined with third-party options.
    * Global Reach: Available in 100+ countries, including Bangladesh and Nepal.
    * Minimum Values & Flexibility: Rewards can start from 50 INR or equivalent; points can have no expiry.
  </Accordion>

  <Accordion title="Do you tie the redemption experience back to the recognition moment?">
    Yes, the reward received (in terms of points) for a recognition moment can be instantly converted into a tangible gift card. This is achieved through the instant delivery of gift cards.

    Over the years, Empuls has perfected the employee rewards experience through a series of features and partnerships so that the time gap between the award-deserving employee's action and the tangible outcome of it is 2 minutes or less.

    Managers are provided spot award budgets to give spot awards in the moment, and employees use those points to place an order and get a gift card delivered to them in the next minute.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday's employee recognition platform support digital greeting cards, e-cards, and e-gifts (e.g., for birthdays, anniversaries)? Are these linked to point redemption?">
    Yes, Xoxoday’s employee recognition platform fully supports digital greeting cards, e-cards, and e-gifts for occasions like birthdays, anniversaries, and milestones.

    These can be sent as part of the broader appreciation and rewards ecosystem. Employees can send personalized greetings or e-cards, and these can optionally be paired with point-based rewards depending on the program’s configuration.

    Points earned through such recognitions contribute to the recipient’s balance and can be redeemed for items from Xoxoday’s global rewards catalog, which features over 10 million options across 30+ categories in 100+ countries. The platform ensures a seamless, scalable experience for gifting and recognition worldwide.
    ​
  </Accordion>

  <Accordion title="Can the minimum offer value start from 50 INR?">
    Yes, the Xoxoday R\&R tool supports configurations where the minimum offer value can start from 50 INR or its equivalent in other currencies. This flexibility helps organizations design rewards programs that fit diverse budgets while promoting inclusivity and ensuring meaningful employee recognition.
    ​
    Q: Can the reward points be configured to not have an expiry date?
    Yes, reward points can be configured with flexible validity periods, including the option to have no expiry. This allows employees to accumulate points and redeem them at their convenience without pressure or loss of value. Pay-on-redemption billing ensures that organizations incur costs only when employees actually use their points.
    ​
  </Accordion>

  <Accordion title="Is it possible to support an in-house redemption platform while listing third-party tie-ups?">
    Yes, the platform supports both in-house and external redemption options within a single rewards marketplace. Organizations can design a catalog featuring internal rewards alongside third-party gift cards, experiences, merchandise, and more.
    ​
  </Accordion>

  <Accordion title="Are redemption options available for employees in Bangladesh and Nepal?">
    Yes, employees in Bangladesh and Nepal have access to a global rewards catalog covering over 100 countries, including local and international gift cards, experiences, and merchandise.
  </Accordion>

  <Accordion title="Does Xoxoday provide transition support from an existing vendor?">
    ​\*\*Yes, comprehensive transition and change management support is offered, including dedicated resources, training programs, communication plans, and assistance with data migration via APIs or flat files.
  </Accordion>

  <Accordion title="How many reward redemption voucher partners are available on the platform?">
    The platform offers access to over 8,000 brands across 30+ categories, including gift cards, merchandise, experiences, travel, charity, and more.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R platform manage redemption partners on behalf of the customer?">
    ​**Y**es. The Xoxoday employee recognition platform provides complete end-to-end management of redemption partners so organizations don’t need to handle vendor relationships directly.

    Comprehensive partner management includes:

    • Vendor onboarding: Identification, vetting, and onboarding of high-quality partners across multiple reward categories.

    • Contract and pricing management: Handling all legal agreements, pricing negotiations, and vendor terms.

    • Catalog integration: Seamless integration of partner rewards into the platform for immediate availability.

    • Ongoing management: Regular inventory updates, pricing revisions, and catalog optimization to keep offerings relevant.

    ​
    ​
    ​
  </Accordion>
</AccordionGroup>


# Subscription and billing
Source: https://help-empuls.xoxoday.com/admin/finance/subscription-billing

Learn how to view your active subscription plan, update billing contact and payment details, download invoices, manage redemption wallet balances, and configure currencies.

The Finance section of the Admin Hub centralizes all money-related settings for your Empuls account — your SaaS subscription details, invoices, billing contact information, redemption wallets for employee rewards, and currency configuration. Keeping these settings current ensures your subscription continues uninterrupted and employees can always redeem their earned points.

## View and manage your subscription

<Steps>
  <Step title="Open Billing Details">
    In the Admin Hub, navigate to **Finance > Billing** and click **Details**.
  </Step>

  <Step title="Review your current plan">
    At the top of the Billing page, a summary dashboard shows:

    * **Current plan** — Your active plan tier (e.g., Proficient) and billing frequency (monthly or annual).
    * **Pricing and total users** — Cost per user and the number of active users on your account.
    * **Next invoice** — The estimated amount and exact date of your next charge.
      <Frame>
        <img alt="Subscription summary with plan, users, and next invoice" />
      </Frame>
  </Step>

  <Step title="Update billing contact information">
    Keep invoice communications routed to the right team:

    * **Billing email** — Click **Update** next to the current email to change where invoices are sent.
    * **Billing address** — Click **Add** to enter your company's official billing address for invoice compliance.
  </Step>

  <Step title="Manage payment details and tax information">
    * **Payment method** — Click **Add Payment Method** to securely enter credit card or bank details.
    * **Prepaid credit** — View any available prepaid balance applied to your account.
    * **Tax ID** — Click **Add Tax ID** to include your company's tax identification number for compliance on future invoices.
  </Step>
</Steps>

<Warning>
  Canceling your subscription is permanent. If you need to cancel, scroll to the bottom of the Billing page and click **Cancel Subscription**. This action will permanently delete the account and cannot be undone. Contact [cs@xoxoday.com](mailto:cs@xoxoday.com) before canceling if you have questions about your options.
</Warning>

To change your subscription plan — upgrade, downgrade, or modify the number of seats — contact your account manager or reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com). Plan changes are not self-serve and are handled by the Empuls team.

## View and download invoices

<Steps>
  <Step title="Go to the Invoices tab">
    In the Finance section, click **Invoices**.
  </Step>

  <Step title="Review invoice history">
    The Invoices tab displays all paid and outstanding invoices with dates, amounts, and status.
  </Step>

  <Step title="Download an invoice">
    Click **Download Invoice** next to the relevant date to save a PDF copy for your records or accounting team.

    <Frame>
      <img alt="Invoices tab with Download Invoice option in Empuls" />
    </Frame>
  </Step>

  <Step title="Make a payment or mark as paid">
    For outstanding invoices, click **Pay Now** to complete payment online. If payment was made offline (e.g., bank transfer), click **Mark as Paid** to update the invoice status manually.
  </Step>
</Steps>

## Business information

Business information covers your company's official details that appear on invoices and in the platform's compliance records.

<Steps>
  <Step title="Navigate to Business Information">
    In the Admin Hub, go to **Finance > Business Information**.

    <Frame>
      <img alt="Business Information page under Finance in Admin Hub" />
    </Frame>
  </Step>

  <Step title="Update company and POC details">
    Edit your company's name, address, and primary point of contact details.
  </Step>

  <Step title="Manage organizational metadata">
    Add or edit metadata that structures your employee directory:

    * **Locations** — Office and remote work locations.
    * **Business units** — Top-level organizational divisions.
    * **Cost centers** — Financial allocation units.
    * **Departments** — Functional teams.
    * **Designations** — Job titles.
    * **Grades** — Seniority levels.

    Click **Add Location** (or the equivalent button for each metadata type) to create entries. Click **Proceed** to save.
  </Step>
</Steps>

To delete a metadata entry, go to the **Metadata** tab, hover over the entry, and click the **delete icon**. You will be prompted to either set the linked data field to blank for all affected users, or remap those users to a different metadata entry using the dropdown.

<AccordionGroup>
  <Accordion title="How do I update my billing email or payment method?">
    Go to **Finance > Billing**, click **Details**, and then click **Update** next to the billing email or **Add Payment Method** to change your payment information.
  </Accordion>

  <Accordion title="Can I download past invoices?">
    Yes. Navigate to **Finance > Invoices** and click **Download Invoice** next to the date you need.
  </Accordion>

  <Accordion title="What if I made a payment offline?">
    Click **Mark as Paid** next to the invoice to manually update its status so your records stay accurate.
  </Accordion>

  <Accordion title="How do I change my subscription plan?">
    Contact your account manager or reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com) to upgrade, downgrade, or modify your plan. Plan changes are not available through self-service.
  </Accordion>

  <Accordion title="What happens if my redemption wallet runs out of funds?">
    Employees will be unable to complete reward redemptions until the wallet is topped up. Monitor your wallet balance regularly and add funds before it approaches zero.
  </Accordion>

  <Accordion title="Can I delete a location or department from Business Information?">
    Yes. Go to the Metadata tab, find the entry, and click the delete icon. You will be prompted to either blank the field for affected users or remap them to another entry.
  </Accordion>
</AccordionGroup>


# Automate gifts
Source: https://help-empuls.xoxoday.com/admin/gifts/automate-gifts

Learn how to automate employee gifts in Empuls for birthdays, work anniversaries, and custom milestones, with region-based point multipliers and scheduled delivery.

Automated gifts are occasion-based rewards that Empuls delivers without any manual trigger. Configure them once and Empuls fires them every time the trigger condition is met — on every birthday, every work anniversary, or every new joiner's first day. Each automation can carry reward points, a merchandise or gift-card collection, or just a personalised message.

<Info>
  Birthday and work-anniversary greetings are generated automatically as soon as an employee's date of birth (DOB) or date of joining (DOJ) is added to Empuls via their profile or HRMS sync. You do not need to create a separate greeting for each individual.
</Info>

## Common automated events

| Event                  | Trigger                 | Typical reward                         |
| ---------------------- | ----------------------- | -------------------------------------- |
| Birthday               | Employee DOB each year  | Points gift or message                 |
| Work anniversary       | DOJ each year           | Points, milestone gift, or certificate |
| New joiner welcome     | Day of joining          | Welcome kit, points, or message        |
| Onboarding day 30 / 90 | Days after DOJ          | Check-in message                       |
| Service milestones     | 1 yr, 3 yr, 5 yr, etc.  | Tiered reward + certificate            |
| Farewell / exit        | Day account is disabled | Farewell message                       |
| Festive / seasonal     | Scheduled date          | Points or branded card                 |

## Create an automated gift

<Steps>
  <Step title="Navigate to Manage Gifts">
    Go to **Admin Dashboard > Gifts > Manage Gifts** and click **Create Gift**.

    <Frame>
      <img alt="Manage Gifts page with the Create Gift button in Empuls admin" />
    </Frame>
  </Step>

  <Step title="Select Automate">
    Choose **Automate** and click **Create**.

    <Frame>
      <img alt="Automate option selected when creating a new gift in Empuls" />
    </Frame>

    <Frame>
      <img alt="Confirmation screen after choosing to create an automated gift" />
    </Frame>
  </Step>

  <Step title="Start the setup wizard">
    Click **Let's Begin** to open the step-by-step configuration form.

    <Frame>
      <img alt="Automated gift setup wizard intro with Let's Begin button" />
    </Frame>
  </Step>

  <Step title="Select the trigger event">
    Choose the lifecycle event — Birthday, Work Anniversary, New Joiner, Festive, or a custom event.

    <Frame>
      <img alt="Trigger event selection: birthday, work anniversary, new joiner, festive" />
    </Frame>
  </Step>

  <Step title="Enter gift details">
    Fill in the **Greeting Name**, **Description**, and any **stakeholders** (such as the recipient's manager) who should be notified when the gift fires.

    <Frame>
      <img alt="Greeting name, description, and stakeholder notification fields" />
    </Frame>
  </Step>

  <Step title="Configure the reward">
    Choose one of three reward options:

    * **Reward points** — Enter the points amount to credit to the recipient's account.
    * **Products from the store** — Link a merchandise or gift-card collection (see [Physical and product-based gifts](/admin/gifts/setup-product-based-gifts)).
    * **Non-monetary** — Send a personalised greeting without any monetary reward.

    <Frame>
      <img alt="Reward configuration with points, store products, or non-monetary options" />
    </Frame>
  </Step>

  <Step title="Compose the message">
    Write the message title and body. Use placeholders — `{{First Name}}`, `{{completed_year}}`, `{{department}}` — so each recipient gets a personalised message.

    <Frame>
      <img alt="Personalised message composer with placeholder tokens like First Name" />
    </Frame>
  </Step>

  <Step title="Define recipients and confirm">
    Specify the audience using filters (department, designation, location, or custom fields). For standard lifecycle events, Empuls determines recipients automatically from employee data. Review the summary and click **Confirm and Create**.

    <Frame>
      <img alt="Recipient audience filters and Confirm and Create summary screen" />
    </Frame>
  </Step>
</Steps>

## Service award automation (milestone years)

Service awards automatically celebrate employees on their work anniversary milestones — year 1, 3, 5, 10, and beyond. Empuls reads each employee's date of joining from your HRMS and triggers the award on the anniversary date with no manual effort from HR.

Key features of service award automations:

* **Tiered rewards** — Create separate automations for each milestone year with different point values, gift collections, and certificate designs.
* **Yearbook** — A digital keepsake compiled from all feed posts and wishes on the anniversary day.
* **Wishboard** — Colleagues post personalised messages; AI suggestions make it quick for busy teammates.
* **Branded certificates** — Downloadable certificate templates tailored to each milestone year.
* **Multi-channel notifications** — Award winners are notified via Microsoft Teams, Slack, and email (based on your integrations).

### Set up a service award automation

<Steps>
  <Step title="Navigate to gift automation">
    Go to **Admin Dashboard > Gifts > Manage Gifts > Create Gift** and select **Automate**.

    <Frame>
      <img alt="Manage Gifts navigation for creating a service award automation" />
    </Frame>

    <Frame>
      <img alt="Automate option selected for a new service award gift" />
    </Frame>
  </Step>

  <Step title="Select the work anniversary event">
    Click **Let's Begin**, then select **Celebrating a Work Anniversary** from the event template list. Click **Continue**.

    <Frame>
      <img alt="Celebrating a Work Anniversary template selected from event list" />
    </Frame>
  </Step>

  <Step title="Add gift details">
    Enter a **Gift Name** and **Description** (e.g., "5-Year Work Anniversary Award"). Select the anniversary milestone year from the dropdown (1, 3, 5, 10, or a custom value). Add stakeholder notifications if needed.

    <Frame>
      <img alt="Service award gift details with milestone year and stakeholder fields" />
    </Frame>
  </Step>

  <Step title="Configure the award">
    Choose **Reward points** or **Products from the store**. For products, select or create a gift collection filtered by country for region-specific relevance.

    <Frame>
      <img alt="Choose between reward points or products from the gift store" />
    </Frame>

    <Frame>
      <img alt="Create a gift collection filtered by country for region-specific items" />
    </Frame>

    <Frame>
      <img alt="Selecting catalog items to include in the service award gift collection" />
    </Frame>

    <Frame>
      <img alt="Gift collection preview with included products and country settings" />
    </Frame>

    <Frame>
      <img alt="Reward configuration confirmed for the service award automation" />
    </Frame>
  </Step>

  <Step title="Add a certificate (optional)">
    Check the box to include a certificate. Click **+ Add Certificate**, choose a template or upload a custom design, preview it, and click **Continue**. Use `{{completed_year}}` in the message to automatically insert the number of years served.

    <Frame>
      <img alt="Add Certificate option in the service award setup wizard" />
    </Frame>

    <Frame>
      <img alt="Certificate template gallery for work anniversary awards" />
    </Frame>

    <Frame>
      <img alt="Certificate design editor with custom upload option" />
    </Frame>

    <Frame>
      <img alt="Certificate preview with completed_year placeholder before confirming" />
    </Frame>
  </Step>

  <Step title="Compose the message">
    Write the message title and body with personalisation placeholders. For example:

    **Title:** Celebrating `{{completed_year}}` year(s) of excellence

    **Body:** `{{First Name}}`, it's been a privilege to have you on the team for `{{completed_year}}` year(s).

    <Frame>
      <img alt="Service award message composer with personalisation placeholders" />
    </Frame>
  </Step>

  <Step title="Select recipients and confirm">
    Choose **Everyone** or filter by department, designation, or location. Click **Save and Continue**, review all settings, and click **Confirm and Create** to activate.

    <Frame>
      <img alt="Recipient selection with Everyone or filter by department, location" />
    </Frame>

    <Frame>
      <img alt="Final review with Confirm and Create button to activate the automation" />
    </Frame>
  </Step>
</Steps>

<Note>
  Set up a separate automation for each milestone year (1 yr, 3 yr, 5 yr, 10 yr) with different reward values and certificate designs to create a tiered programme.
</Note>

## Manage existing automated gifts

Navigate to **Gifts > Manage Gifts > Automated Gifts**. From the three-dot menu on any card you can:

* **Edit** — Update message, points, or recipients. Changes apply from the next trigger date.
* **Disable** — Stop the automation from firing. Re-enable it at any time.
* **View Report** — See the full history of sends, automation details, and delivery status.

## Greeting template fields

| Field             | Purpose                                                                               |
| ----------------- | ------------------------------------------------------------------------------------- |
| **Name**          | Internal label in the admin panel.                                                    |
| **Description**   | Internal note about when or why the gift fires.                                       |
| **Message title** | Subject line shown to the employee. Supports `{{First Name}}` and other placeholders. |
| **Message body**  | Main greeting text with the same placeholder support.                                 |
| **Icon / image**  | Visual displayed alongside the message.                                               |
| **Points**        | Reward-points value. Set to 0 for message-only greetings.                             |
| **Gift type**     | If points are set, choose between reward points or a gift-catalog item.               |
| **Condition**     | The lifecycle trigger (DOB, DOJ, anniversary year, scheduled date).                   |
| **Interval**      | For recurring greetings, how often the trigger repeats.                               |
| **FYI condition** | Optional recipients (manager, HRBP) copied on the notification.                       |

## Tips and limits

* Greetings rely on accurate DOB and DOJ in employee records. Keep your [HRMS sync](/admin/integrations/hris-hrms) healthy or fill in data manually.
* Point gifts draw from the org budget. Set caps in [Budgets](/admin/finance/budgets) to control monthly spend.
* A greeting fires once per employee per trigger date. Re-enabling a disabled greeting won't backfill missed dates.

## Related

<CardGroup>
  <Card title="Physical and product-based gifts" href="/admin/gifts/setup-product-based-gifts">
    Set up merchandise or gift-card collections to attach to automated gifts.
  </Card>

  <Card title="Budgets" href="/admin/finance/budgets">
    Cap the points budget that funds automated gifts.
  </Card>

  <Card title="HRMS integration" href="/admin/integrations/hris-hrms">
    Sync DOB and DOJ so greetings fire accurately.
  </Card>
</CardGroup>


# Manual gifts
Source: https://help-empuls.xoxoday.com/admin/gifts/gifts

Send manual gifts in Empuls by selecting recipients, setting point values and expiry dates, writing a personalised message, and choosing whether to make the gift visible on the social feed.

Gifts in Empuls are occasion-based rewards that can be sent manually, scheduled for a future date, or triggered automatically when a life event occurs. Unlike awards (which are tied to performance or behaviour), gifts are typically celebration-oriented. They cover birthdays, work anniversaries, festivals, onboarding kits, farewells, and any other occasion your organisation wants to mark. Each gift can include reward points, physical merchandise, gift cards, a personalised message, or simply a heartfelt digital greeting.

<Info>
  Birthday and work anniversary greetings are automatically generated as soon as an employee's date of birth (DOB) or date of joining (DOJ) is added to their Empuls profile or synced from your HRMS. You do not need to create a separate gift for each employee.
</Info>

## Video walkthrough

<iframe />

## Gift delivery modes

When you create a gift, you choose how it is delivered:

* **Automate:** Set up once, and Empuls delivers the gift automatically every time the trigger event occurs (e.g., every birthday, every work anniversary).
* **Schedule:** Pick a specific date and time to send the gift. Useful for festival greetings or one-off company events.
* **Send manually:** Deliver the gift immediately to a list of recipients you specify.

## Create a gift

<Steps>
  <Step title="Navigate to Manage Gifts">
    Go to **Admin Dashboard > Gifts > Manage Gifts** and click **Create Gift**.

    <Frame>
      <Frame>
        <img alt="Manage Gifts dashboard with Create Gift button" />
      </Frame>
    </Frame>
  </Step>

  <Step title="Select the delivery mode">
    Choose **Automate**, **Schedule It**, or **Send Manually**, then click **Create**.

    <Frame>
      <Frame>
        <img alt="Gift delivery mode selection with Automate, Schedule, and Send Manually" />
      </Frame>
    </Frame>
  </Step>

  <Step title="Select or create an event template">
    Choose from existing event templates (Birthday, Work Anniversary, New Joiner / Onboarding, Festival, Farewell, and more). For new or custom occasions, select **Create New Event**. Empuls pre-populates editable email content for known templates using AI.
  </Step>
</Steps>

<Frame>
  <img alt="Event template selection screen for birthday, anniversary, and festivals" />

  <img alt="Event template selection screen for birthday, anniversary, and festivals" />
</Frame>

<Steps>
  <Step title="Enter gift details">
    Provide a **Greeting Name** and **Description** to identify this gift in your admin panel. If the gift is automated, also choose any stakeholders (such as the recipient's manager) who should receive a notification when it is sent.
  </Step>

  <Step title="Configure the reward value">
    Choose one of three reward options:

    * **Reward points:** Enter the number of points to credit to the recipient's account. These points are deducted from the gift owner's allocated budget.
    * **Products from the store:** Select a merchandise or gift-card collection (see [Set up product-based gifts](#set-up-product-based-gifts) below).
    * **Non-monetary:** Send a personalised greeting, festival card, or digital appreciation without any monetary value. You can optionally add a **call-to-action (CTA)** button that links to a destination of your choice.
      <Frame>
        <Frame>
          <Frame>
            <img alt="Reward type options: reward points, products from store, non-monetary" />
          </Frame>
        </Frame>
      </Frame>
  </Step>

  <Step title="Compose the message">
    Write the greeting message title and body. You can use personalisation placeholders such as `{{First Name}}` to address each recipient by name. For work anniversary gifts, use `{{completed_year}}` to insert the number of years served.

    <Frame>
      <img alt="Message composer with title, body, and personalisation placeholders" />
    </Frame>
  </Step>

  <Step title="Select recipients">
    Add recipients by entering email addresses manually, pasting a list, or uploading a CSV. You can also use audience filters (department, designation, location, and custom fields) to target specific groups. For automated gifts, Empuls uses the trigger event (birthday, anniversary) to determine recipients automatically.

    <Frame>
      <Frame>
        <img alt="Recipient selection with email, CSV upload, and audience filters" />
      </Frame>
    </Frame>
  </Step>

  <Step title="Finish setup">
    Review the gift summary, then click **Finish Setup** (manual/scheduled) or **Confirm and Create** (automated). The gift appears in the **Manage Gifts** panel under the relevant tab: Manual, Scheduled, or Automated.

    <Frame>
      <img alt="Gift summary screen with Finish Setup and Confirm and Create buttons" />
    </Frame>
  </Step>
</Steps>

## Monetary vs. non-monetary gifts

| Type             | Examples                                                                                                                                              |
| ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Monetary**     | Reward points, gift cards, vouchers, digital codes, catalog products, reimbursable allowances                                                         |
| **Non-monetary** | Personalised greetings, festival cards, value cards (marriage, baby, graduation), email appreciation notes, branded celebration graphics, wish boards |

Non-monetary gifts are ideal when you want to celebrate an occasion without any budget spend, or when tax or compliance regulations restrict monetary gifting in certain markets.

## Send gifts manually

For one-off occasions where you want to deliver a pre-created gift immediately:

<Steps>
  <Step title="Go to Manual Gifts">
    Navigate to **Gifts > Manage Gifts > Manual Gifts**.

    <Frame>
      <img alt="Manual Gifts tab under Manage Gifts" />
    </Frame>
  </Step>

  <Step title="Select the event">
    Find the gift you want to send and click **Send Gift**.

    <Frame>
      <img alt="Manual gift event card with Send Gift action" />
    </Frame>
  </Step>

  <Step title="Add recipients">
    Enter email addresses manually, paste a list, or upload a CSV. Use audience filters (default metadata fields, custom fields, or relationship fields) to target by department, designation, or other criteria.

    <Frame>
      <img alt="Recipient entry with email and CSV upload options" />
    </Frame>

    <Frame>
      <img alt="Audience filters targeting recipients by department or designation" />
    </Frame>
  </Step>

  <Step>
    Review the gift summary. Click **Send Gift** to deliver immediately.

    <Frame>
      <img alt="Final manual gift summary with Send Gift confirmation button" />
    </Frame>
  </Step>
</Steps>

## Edit a gift

The edit steps differ based on the delivery mode:

* **Manual gift:** Navigate to **Gifts > Manage Gifts > Manual Gifts**, find the gift, and click **Edit**.
  <Frame>
    <img alt="Edit action on a manual gift in the Manage Gifts list" />
  </Frame>
* **Scheduled gift:** Navigate to **Gifts > Manage Gifts > Scheduled Gifts**, find the gift, and click **Edit**.
  <Frame>
    <img alt="Edit action on a scheduled gift card" />
  </Frame>
  **Automated gift:** Navigate to **Gifts > Manage Gifts > Automated Gifts**, find the gift, and click **Edit**.
  <Frame>
    <img alt="Edit action on an automated gift card" />
  </Frame>

Make your changes and save. Changes to automated gifts take effect from the next scheduled trigger — they do not affect gifts already sent.

## Clone a gift

To reuse a manual gift configuration for a new occasion:

Navigate to **Gifts > Manage Gifts**, hover over the gift, and click **Make a Copy**. A duplicate is created with the same configuration. Update the name, dates, recipients, and visibility settings, then save.

<Frame>
  <img alt="Make a Copy option for cloning a manual gift configuration" />
</Frame>

<Note>
  Cloning is available for manual gifts only.
</Note>

## Disable a gift

To stop a scheduled or automated gift from sending further:

Navigate to the relevant tab (**Scheduled Gifts** or **Automated Gifts**), click the three-dot icon on the gift card, and select **Disable**. The gift remains in the list but will not trigger until re-enabled.

<Frame>
  <img alt="Disable option in the three-dot menu on a gift card" />
</Frame>

## View gift reports

To see the history of a sent or automated gift:

Navigate to **Gifts > Manage Gifts > Scheduled Gifts** or **Automated Gifts**, click the three-dot icon, and select **View Report**. The report shows automation details and the full history of individual sends.

<Frame>
  <img alt="View Report option showing automation details and send history" />
</Frame>

## Related

<CardGroup>
  <Card title="Milestones and service awards" icon="cake-candles" href="/admin/gifts/milestones-service-awards">
    Set up automated work anniversary and birthday recognition programs.
  </Card>

  <Card title="Set up awards and core values" icon="award" href="/admin/programs/awards-core-values">
    Create performance-based awards with merchandise or point rewards.
  </Card>
</CardGroup>


# Manage onboarding gifts (new joiner swag)
Source: https://help-empuls.xoxoday.com/admin/gifts/manage-onboarding-gifts

Set up and manage onboarding gifts for new employees.

# Manage Onboarding Gifts (New Joiner Swag)

<p />

<ul>
  <li>
    <p><b>Apparel & Drinkware:</b> T-shirts, hoodies, and mugs.</p>

    <p />
  </li>

  <li>
    <p><b>Everyday Essentials:</b> Laptop stickers, notebooks, and water bottles.</p>
  </li>

  <li>
    <p><b>Personalized Touches:</b> Welcome cards and formal onboarding letters.</p>
  </li>

  <li>
    <p><b>Marketplace Swag:</b> Company-branded merchandise sourced directly from our catalog vendors.</p>

    <p />
  </li>

  <li>
    <p><b>Digital Experiences:</b> Automated welcome messages and team wish boards.</p>
  </li>
</ul>

<div>
  <table>
    <tbody>
      <tr>
        <td><p><b>Method</b></p></td>
        <td><p><b>Description</b></p></td>
        <td><p><b>Best For</b></p></td>
      </tr>

      <tr>
        <td><p><b>Automated Gifting</b></p></td>
        <td><p>Set up a workflow triggered automatically by the employee's exact onboarding date.</p></td>
        <td><p>Standard, continuous hiring processes to ensure every new hire is seamlessly celebrated.</p></td>
      </tr>

      <tr>
        <td><p><b>Scheduled Gifting</b></p></td>
        <td><p>Pre-select a specific future date and time for the gift delivery.</p></td>
        <td><p>Cohort-based onboarding where a specific group of employees starts on the exact same day.</p></td>
      </tr>

      <tr>
        <td><p><b>Manual Gifting</b></p></td>
        <td><p>Send an immediate, ad-hoc gift directly to a new employee.</p></td>
        <td><p>Managers or team leads looking to add a personal welcome gesture on day one.</p></td>
      </tr>
    </tbody>
  </table>
</div>

<p>
  Learn more: [Manage Gifts](/admin/gifts/gifts)
</p>

<div>
  <p>Feedback or Questions? Write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)</p>
</div>


# Milestone program
Source: https://help-empuls.xoxoday.com/admin/gifts/milestones-faqs

Browse frequently asked questions about employee survey software on Empuls, from initial setup to day-to-day admin tasks.

## Award

<AccordionGroup>
  <Accordion title="When are awards launched to associates? The beginning of the month for everyone with an anniversary that month? On the actual day of the anniversary?">
    The launch of service awards is based on your business rules. Current best practice is to notify employees on their actual anniversary date, ensuring they are recognized individually. Managers and peers can then congratulate them via the system. Business rules can be customized based on your employee data feed and selected launch date.
  </Accordion>

  <Accordion title="How often are merchandise options updated in the service award program?">
    Merchandise options are refreshed regularly to keep the catalog current and appealing. Standard updates occur every two months, with client-specific requests accommodated in 2–3 weeks. Discontinued items or newer models are updated continuously to ensure the catalog reflects the latest offerings.
  </Accordion>
</AccordionGroup>

## Communication

<AccordionGroup>
  <Accordion title="Does the platform support automated messages for birthdays, work anniversaries, and key achievements?">
    Yes. Xoxoday automates all milestone communications using intelligent scheduling and generative content. Employees are acknowledged for personal and professional milestones without HR intervention, fostering a culture of continuous appreciation while reducing operational workload.
  </Accordion>

  <Accordion title="How are milestone communications managed (e.g., reminders and selection instructions)?">
    Milestone communications are managed via automated workflows powered by Xoxoday’s AI assistant. Employees receive reminders 30, 15, 7, and 1 day prior to a milestone through email, mobile push, and integrations like MS Teams or Slack. Messages include personalized greetings, selection instructions, and reward redemption links, ensuring a smooth recognition journey without manual HR follow-up.
  </Accordion>

  <Accordion title="Can communications be customised for different milestone types (e.g., service anniversaries, retirements)?">
    Yes, Xoxoday’s employee recognition platform allows full customization of milestone communications based on the occasion—like birthdays, retirements, or service anniversaries. Admins can personalize templates by message type, tone, region, language, and brand voice. Using generative AI, the platform also creates heartfelt, tailored messages that resonate with recipients, turning every milestone into a memorable experience.
  </Accordion>
</AccordionGroup>

## Empuls Celebrations

<AccordionGroup>
  <Accordion title="Can Xoxoday’s employee recognition platform handle different service anniversary levels with custom rewards and messages?">
    Yes. Xoxoday’s employee recognition platform allows organizations to set up service award levels such as 5, 10, 15 years, and beyond. Each level can have differentiated monetary rewards and personalized automated messages. Flexible workflows ensure a tailored experience that highlights the significance of every milestone.
  </Accordion>

  <Accordion title="What gifting and celebration features does the Xoxoday platform offer throughout the employee lifecycle?">
    The Xoxoday employee recognition platform offers automated and customizable gifting workflows to celebrate every key moment — from onboarding to major milestones.

    Key capabilities include:

    • Employee Onboarding: Welcome new hires with automated recognition that reflects company culture and fosters early engagement.

    • Long Service Awards: Celebrate significant tenure milestones (e.g., 3, 5, 10, 15, 20+ years) to recognize employee loyalty.

    • Holidays & Festivals: Deliver personalized recognition programs for festive occasions with no manual intervention.

    • Birthdays & Special Occasions: Celebrate personal milestones such as birthdays, weddings, new homes, and academic achievements.

    • End-to-End Gifting Management: Access company-branded swag, curated reward catalogs, personalized gifting inventories, and streamlined delivery — all managed in one platform.

    This automated approach simplifies the celebration process, enhances employee experience, and builds a stronger sense of belonging.
  </Accordion>

  <Accordion title="Do users receive and display an anniversary milestone badge on their profile?">
    Yes. Employees automatically receive an **anniversary milestone badge** on their profile. These badges are displayed in the social recognition feed and on the Wall of Fame, often accompanied by peer congratulations. Badges can be branded and are used for milestones like **1, 3, 5, 10 years**, reinforcing recognition and a culture of appreciation while reducing administrative effort.
    ​
  </Accordion>

  <Accordion title="Can work anniversary gifts like t-shirts, hoodies, duffel bags, and tech items be customized with the customer’s logo?">
    Yes. Work anniversary gifts such as apparel, bags, and tech items can be customized with a company’s logo and branding. This creates memorable keepsakes employees can use or display. The process includes uploading the logo, after which design, production, and shipping are managed end-to-end. These branded items can be ordered individually, in curated packs, or in bulk. Inventory and distribution can also be automated to align with service award milestones and work anniversaries.
  </Accordion>

  <Accordion title="Can moments that matter be created for specific timeframes and events, including life, work, community, or custom occasions, and can participants be invited to join in?">
    Yes. Organizations can create meaningful moments that matter across a wide range of events and milestones, such as:

    * Life events: welcoming a baby, weddings, moving into a new home
    * Work milestones: onboarding, promotions, retirements
    * Community or custom events tailored to company culture

    These can be set for specific timeframes, with automated workflows to notify participants and invite them to contribute wishes or gifts. Features like digital wishboards, social feeds, and AI nudges encourage inclusive participation and turn each occasion into a memorable celebration.
  </Accordion>

  <Accordion title="Does the platform support automated milestone and life event celebrations?">
    Yes. Xoxoday’s R\&R platform offers a fully automated milestone and life event celebration engine that can be customized to your organization’s footprint and cultural calendar.

    **1.** Service Milestones:

    * Configure service anniversary awards at standard intervals (3, 5, 10, 15, 20, 25, 30, 35, 40 years) or custom timelines.
    * Awards can include points, certificates, physical gifts, and mementos.
    * Notifications, award messages, and redemption workflows are fully automated, minimizing manual administrative effort.

    2. Milestone Rewards:
       The platform automates recognition for key employee lifecycle moments, including:

    * New joiner welcome gifts
    * Promotions and upskilling achievements
    * Employee or customer referral rewards
    * Performance and productivity incentives
    * Farewell and retirement gifts
    * Company milestone recognitions (e.g., IPO, regional expansion, safety milestones)
  </Accordion>

  <Accordion title="Does the Xoxoday employee engagement solution support length of service awards?">
    Yes. The Xoxoday employee engagement solution offers a comprehensive, automated service awards program to celebrate employee loyalty. HR teams can configure workflows to recognize milestones such as 1, 2, 3, 5, 10, and 15+ years. Key features include:

    * Automated award workflows triggered by employee start date from the HRMS
    * Customizable recognition experiences with digital certificates, personalized messages, branded gifts, and curated merchandise catalogs aligned with regional tax rules
    * Service Award Wishboards where peers can add GIFs, photos, and messages to make celebrations social and memorable
    * Digital Yearbooks highlighting the employee’s journey and achievements
    * Wall of Fame displays to showcase milestones on TVs or lobby screens

    These features reduce manual effort while fostering a culture of long-term recognition and belonging.
  </Accordion>

  <Accordion title="Does the platform automate milestone celebrations and personalized recognition?">
    The platform automates milestone recognition, creating meaningful celebrations for both professional and personal achievements.

    Key Capabilities:

    • Automated service milestones: Configurable workflows for 3-, 5-, 10-, 15-, 20-year, and beyond service awards ensure timely recognition of loyalty and commitment.

    • Personalized celebrations: Custom messages, visuals, and reward options can be aligned with company branding and tone. Predefined templates can also celebrate cultural or regional occasions, ensuring inclusivity.

    • Diverse reward options: Milestones can be celebrated with points, certificates, digital gift cards, or experience-based rewards tailored to local preferences.

    • Special moments recognition: Automated greetings for birthdays, weddings, promotions, and other personal achievements foster a family-like environment.

    • Role-specific milestones: Create awards for achievements like safety excellence, exceptional service, or guest satisfaction milestones.
  </Accordion>
</AccordionGroup>

## Yearbook

<AccordionGroup>
  <Accordion title="Which digital celebration page and points are redeemable for years of service?">
    The Years of Service Award feature includes:

    * Automated workflows to define service milestones such as 1, 3, 5, 10 years, and beyond
    * Award certificates that can be selected from templates or customized with your own design
    * Physical mementos like plaques, pins, or certificates to add a personal touch
    * A curated product catalog that employees can redeem using award points, with packaging, shipping, and support handled end-to-end
    * A digital service award wishboard where colleagues share wishes, GIFs, photos, and videos
    * A digital and printable yearbook compiling appreciation posts, celebrations, and milestones
    * Display of award winners on the digital Wall of Fame, extendable to office signages for greater visibility

    Employees and peers are notified of upcoming service awards, ensuring each milestone becomes a social and memorable celebration.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R platform offer a Memory Book (Yearbook) experience for service anniversaries, and can it be customized or downloaded?">
    Yes. The Xoxoday R\&R platform offers a digital “Yearbook” or “Memory Book” experience to celebrate employee service anniversaries, combining automation, customization, and flexibility to deliver a meaningful recognition experience.

    Key Features:

    • Automated creation: The Yearbook is automatically generated on milestone anniversaries, requiring no manual effort from HR teams.

    • Inclusive participation: Peers, managers, and leaders can contribute personalized messages, stories, and photos to create a collaborative and heartfelt keepsake.

    • Digital showcase: The Yearbook is presented as an interactive, shareable digital book that employees can revisit anytime, fostering lasting emotional connections.

    Customization Capabilities:

    • Customizable designs: Administrators and managers can create branded templates with company colors, logos, fonts, and messaging styles.

    • Tailored milestones: Templates can be customized for specific anniversaries (e.g., 5, 10, or 20 years) or adjusted for different employee groups.

    • Consistent branding: Every Yearbook reflects the organization’s brand identity and culture while maintaining a personalized tone.

    Download & Print Options:

    • Digital and physical keepsakes: Employees can download their Yearbook in a printable format (e.g., PDF) or receive a physical printed version as a commemorative item.

    • Custom presentation: Printable versions can include company branding, special messages, and personalized designs.

    • Tangible recognition: Printed Yearbooks serve as lasting mementos of milestone celebrations.

    This feature transforms service anniversaries into memorable, personalized experiences, reinforcing employee appreciation and strengthening organizational culture through both digital and physical recognition.
  </Accordion>

  <Accordion title="Can the milestone anniversary program be customized to include points, gifts, and a digital yearbook?">
    Yes. Xoxoday’s employee recognition platform offers a fully customizable milestone anniversary program that enables organizations to celebrate employee service milestones meaningfully and at scale.

    * Automated Milestone Workflows

      * Triggered based on service tenure data synced from your HRMS.
      * Fully automated delivery of messages, rewards, and greetings.
    * Reward Customization

      * Assign reward points or offer tax-compliant merchandise catalogs curated by years of service.
      * Catalogs can include global or country-specific options and are managed in collaboration with internal stakeholders.
    * Personalized Touches

      * Send custom congratulatory messages.
      * Attach branded digital certificates.
      * Generate a digital yearbook highlighting the employee’s journey, achievements, and recognitions over the years.
    * Social Celebrations

      * Feature awardees on the Wall of Fame, displayed on office digital screens.
      * Enable Wishboards for peers to post messages, images, GIFs, or videos, making celebrations collaborative and memorable.
    * Notifications & Engagement

      * Announce upcoming milestone events across the platform, encouraging peer participation and timely recognition.
    * This multi-touchpoint approach ensures every milestone becomes a celebrated moment in the employee lifecycle, boosting morale and reinforcing loyalty.
  </Accordion>

  <Accordion title="Does Xoxoday's employee recognition platform support automated reminder notifications to managers for upcoming employee service anniversaries?">
    Yes. Xoxoday’s employee recognition platform offers fully automated workflows for service anniversary milestones, ensuring no milestone is missed.

    **Key Features:**

    * Automated Notifications: Timely reminders and smart nudges are sent to managers, HR teams, department heads, business leaders, and peers.
    * Customizable Scheduling: Notifications can be scheduled 30, 15, 7, and 1 day(s) before the anniversary.
    * Wishboard Integration: Stakeholders can contribute messages, GIFs, or notes on the digital Wishboard.
    * HRMS/HCM Sync: Employee data is automatically fetched from HR systems and surfaced on dashboards for seamless milestone tracking.

    This ensures that all upcoming service anniversaries are recognized on time, fostering engagement, appreciation, and a culture of celebration.
  </Accordion>

  <Accordion title="Does the platform offer memory books for moments that matter, with customization, management, and download options?">
    Yes. The platform provides digital memory books that compile congratulatory messages from managers, peers, and colleagues. Admins and managers can create and manage templates to reflect company culture or customize for specific occasions. These memory books can also be downloaded and printed, giving employees a lasting keepsake of their special moments.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday provide digital yearbooks for milestone anniversaries? How are messages collected, and are safeguards in place to prevent blank books?">
    Yes, Xoxoday’s employee recognition platform offers personalized digital yearbooks as part of its milestone anniversary celebrations. Automated reminders prompt managers, teammates, and colleagues to share messages, images, and videos on a shared Wishboard. Links to the Wishboard are auto-distributed and highlighted on the employee’s home dashboard, allowing easy participation and broad engagement. All contributions are compiled into a digital yearbook that remains accessible to the employee throughout their tenure. Moderation controls ensure that empty or incomplete yearbooks are never generated, creating a meaningful and memorable record of employee achievements and peer recognition.
    ​
  </Accordion>
</AccordionGroup>

## Milestone reward program

<AccordionGroup>
  <Accordion title="How does Xoxoday automate workflows for upcoming employee service anniversaries, and how are notifications managed?">
    Xoxoday’s employee recognition platform streamlines milestone celebrations through automated service award workflows. Managers, HR, department heads, business leaders, and peers receive timely notifications and smart nudges to contribute congratulatory messages, ensuring no milestone is missed. Notifications can be scheduled at configurable intervals—30, 15, 7, and 1 day before the anniversary—so stakeholders are reminded to post on the digital Wishboard. Integrated with your HCM, the platform surfaces upcoming milestones directly on dashboards for managers, admins, and relevant teams. Automation rules can be customized to align with organizational policies, making recognition seamless and consistent.
    ​
  </Accordion>

  <Accordion title="How does Xoxoday engage colleagues beyond manager reminders for milestone celebrations?">
    The platform actively involves colleagues by publishing upcoming milestones in the social recognition feed and prompting contributions through AI-driven nudges. Team members and peers can share text messages, GIFs, images, or videos on the digital Wishboard, turning milestone events into inclusive, vibrant celebrations. Admins can set nudge schedules at custom intervals, and the Wishboard can be shared across teams, creating a lasting digital keepsake. This approach transforms anniversaries into meaningful, community-driven experiences that reinforce culture and engagement.
    ​
  </Accordion>

  <Accordion title="Can employees add congratulatory messages or videos after the milestone has passed? If so, how?">
    Yes, Employees can publish their congratulatory messages over a dedicated celebration space called Wish-board. This space will notify employees before the event to allow employees to post their wishes. The same link can be used to post belated messages as well. The employee is notified on the day of the event for all such pre-event messages and he will be notified at regular intervals for belated messages.
    ​
  </Accordion>

  <Accordion title="** **How does Xoxoday’s R&R platform bring milestone and years-of-service experiences to life for a disconnected workforce?">
    Xoxoday’s employee recognition platform ensures that all employees, including those without regular desk access, feel valued during milestone events. The platform features a digital Wishboard to collect video messages, images, and comments from team members, which are shared with the employee on the day of the milestone. Physical yearbooks provide a tangible way to celebrate team bonding, while digital signages amplify achievements across the organization. With an omnichannel experience spanning iOS, Android, Microsoft Teams, Slack, and web, every employee enjoys a consistent Empuls experience for milestone recognition.
  </Accordion>

  <Accordion title="What capabilities does Xoxoday offer for designing and delivering customized symbolic awards?">
    The platform provides end-to-end support to design, manufacture, and deliver customized symbolic awards globally. Organizations can create bespoke trophies, certificates, merchandise, and curated gift boxes that reflect brand values. These awards are widely used to celebrate service anniversaries, welcome new hires, and mark significant milestones. With over 12 years of experience, Xoxoday ensures high-quality, meaningful awards that reinforce a culture of recognition and appreciation.
  </Accordion>

  <Accordion title="Can employee profiles in the Xoxoday R&R platform display anniversary milestone badges?">
    Yes. The Xoxoday employee engagement solution automatically awards digital milestone badges to recognize key service anniversaries and achievements.

    Key features:

    • Badges are automatically awarded for significant milestones (e.g., 1, 5, 10 years of service).

    • Milestone badges are visible on the employee’s profile and social recognition feed.

    • All badges can be custom-branded with company logos, colors, and themes.

    This feature helps publicly celebrate tenure, enhances visibility, and reinforces recognition as part of the employee’s digital workplace identity.
  </Accordion>

  <Accordion title="Can Xoxoday support years-of-service programs without using points?">
    Yes, the platform is award-neutral and can implement merchandise-based service award programs as a standalone feature. Employees are notified of their milestones and can select a service award from a catalog customized by year of service, employee level, and country. Using merchandise instead of points also provides tax advantages in several countries, including Canada and the USA, while maintaining a consistent, globally scalable recognition experience.
    ​
    ​**Does the workflow component of Xoxoday's Years of Service platform support automated notifications for upcoming employee milestones?**
    Yes, Xoxoday’s Years of Service solution can integrate with clients’ HRMS or process flat CSV files to capture employee details such as ID, name, DOB, email, and phone number. Employee data is refreshed daily to account for new joiners or exits. Program administrators can configure automated workflows to send timely reminders and nudges to managers, HR, and other stakeholders. The notification schedule is fully configurable, ensuring that upcoming service anniversaries are visible on the platform and prompting timely recognition.
  </Accordion>

  <Accordion title="Can employees add congratulatory messages or videos after a milestone presentation using Xoxoday’s employee recognition platform? If so, how does it work?">
    Yes, employees can continue to share congratulatory messages or videos after the milestone event. The Wishboard link remains active even after the event, allowing colleagues to post belated greetings and media at their convenience.
    ​
  </Accordion>

  <Accordion title="Can we define various rewards for employees in the form of reward points or certificates for milestones like 5, 10, or 15 years?">
    Yes, Xoxoday’s employee recognition platform allows you to configure milestone-based rewards. You can define and automate awards for work anniversaries, service milestones, and long-term loyalty. These can include reward points, certificates, company-branded merchandise, and more, ensuring personalized and meaningful celebrations for employees.
    ​
  </Accordion>

  <Accordion title="How is Xoxoday's Years of Service solution influenced by research and best practices?">
    Xoxoday’s Years of Service solution is shaped by continuous research, industry best practices, and client feedback. The team engages with HR and recognition associations like SHRM, World at Work, and the Recognition Professionals Institute, attending events to stay updated on evolving engagement and recognition trends. Feedback from prospects and clients helps tailor the platform to address real-world engagement challenges, supporting retention, reducing attrition, and improving employee satisfaction.

    * *Best Practices for Milestone / Years of Service Programs:*

      * Combine meaningful, tangible rewards with social recognition elements.
      * Service awards include curated gifts paired with a digital Wishboard, where colleagues can post messages, photos, and videos, creating a personalized and memorable celebration.

    * *Typical Program Design in a Global Environment:*

      * Collaborate with local stakeholders to tailor programs to country-specific budgets, cultural preferences, and compliance requirements.
      * Use automated workflows, omnichannel notifications, and localized reward fulfillment for a consistent and inclusive recognition experience across geographies.
  </Accordion>

  <Accordion title="How can I congratulate a colleague on milestones like service anniversaries or birthdays using Xoxoday?">
    Employees can post messages, images, GIFs, or videos on interactive digital wishboards via the social feed. AI nudges ensure no milestone is missed, making recognition effortless and fostering a culture of appreciation.
  </Accordion>

  <Accordion title="Can milestone greetings be automated?">
    Yes. Xoxoday can automatically deliver personalized service anniversary, birthday, and other milestone messages or digital cards without HR intervention, ensuring timely and consistent recognition.
  </Accordion>

  <Accordion title="Does Xoxoday’s employee recognition platform provide automated service anniversary or birthday greetings without HR intervention?">
    Yes. Xoxoday’s employee recognition platform allows you to fully automate greetings for service anniversaries, birthdays, and other milestones. The system generates and delivers personalized congratulatory messages or digital cards without requiring manual action from HR, ensuring consistent and timely recognition.
  </Accordion>
</AccordionGroup>

## **R\&R**

<AccordionGroup>
  <Accordion title="What types of milestones and incentives beyond KPIs does the Xoxoday R&R tool support?">
    The Xoxoday rewards and recognition platform goes beyond traditional KPIs by enabling organizations to celebrate a wide range of achievements and behaviors.

    Key recognition categories include:

    • Project Completion Milestones: Celebrate major project accomplishments such as go-lives, product launches, or sprint completions.

    • CSR & Volunteering Rewards: Recognize employees for contributing to social impact through volunteer hours, charity work, or sustainability initiatives.

    • L\&D Milestones: Encourage continuous learning by rewarding course completions, certifications, and skill development initiatives.

    • Values & Behaviors: Reinforce company culture by recognizing everyday behaviors that reflect core values, including collaboration, punctuality, innovation, and customer-first actions.

    These recognition opportunities strengthen motivation, reinforce organizational values, and encourage continuous performance excellence.
  </Accordion>
</AccordionGroup>


# Automate milestone celebrations
Source: https://help-empuls.xoxoday.com/admin/gifts/milestones-service-awards

Automate birthday and anniversary recognition in Empuls, set up the yearbook feature, run reward cycles, and apply cost-of-living adjustments for global teams.

Empuls helps you recognise employees at the moments that matter most — when they hit a milestone year with the company, complete a major project, or achieve a goal. Rather than relying on managers to remember these occasions, Empuls reads employee data from your HRMS and triggers recognition automatically. This page covers milestone-based rewards, service award automation, the yearbook feature, and reward campaigns for structured recognition cycles.

<CardGroup />

## Service awards (work anniversaries)

Service awards automatically celebrate employees on their work anniversary milestones — year 1, 3, 5, 10, and beyond. Once configured, Empuls reads each employee's date of joining from your HRMS integration and triggers the award on the anniversary date without any manual effort from HR.

### Key features of service awards

* **Automated triggers:** Set up once and Empuls handles every subsequent anniversary for your entire workforce.
* **Yearbook:** A digital keepsake compiled from all feed posts, wishes, and recognitions on the anniversary day. Teammates are notified to post wishes, and their messages are collected in the yearbook for the employee to keep.
* **Wishboard:** Colleagues post personalised messages on the employee's Wishboard. AI-powered suggestions make it quick for busy teammates to write something thoughtful.
* **Branded certificates:** Downloadable certificates tailored to each milestone year (e.g., a different design for 5 years vs. 10 years).
* **Multi-channel notifications:** Award winners receive personalised notifications through Microsoft Teams, Slack, and email, depending on your integrations.
* **Public feed post:** Every service award creates a post on the company feed, making the celebration visible organisation-wide.

### Set up service award automation

<Steps>
  <Step title="Navigate to gift automation">
    Go to **Admin Dashboard > Gifts > Manage Gifts > Create Gift** and select **Automate**.

    <Frame>
      <img alt="Manage Gifts page with the Create Gift button highlighted" />
    </Frame>

    <Frame>
      <img alt="Selecting the Automate option when creating a new gift" />
    </Frame>
  </Step>

  <Step title="Select the work anniversary event">
    Click **Let's Begin**, then select the event **"Celebrating a Work Anniversary"** from the list of communication event templates. Click **Continue**.

    <Frame>
      <img alt="Choosing the Celebrating a Work Anniversary event template" />
    </Frame>
  </Step>

  <Step title="Add gift details">
    Enter a **Gift Name** and **Description** (e.g., "5-Year Work Anniversary Award"). From the milestone year dropdown, select which anniversary year this automation covers: 1, 3, 5, 10, or another value you set. You can also notify stakeholders (such as the employee's manager) by adding their names from the dropdown.

    <Frame>
      <img alt="Adding gift name, description, and milestone year details" />
    </Frame>
  </Step>

  <Step title="Configure the award">
    Choose how to reward the recipient:

    * **Reward points:** Enter the number of points to credit on the anniversary.
    * **Products from the store:** Select or create a gift collection. Use gift cards, merchandise, or a mix. Filter by country to ensure the products are relevant for each employee's location.

    For multinational teams, Empuls automatically converts reward points to local currencies and provides access to region-specific reward catalogs.

    <Frame>
      <img alt="Choosing between reward points or store products for the award" />
    </Frame>

    <Frame>
      <img alt="Entering reward point value for the service award" />
    </Frame>

    <Frame>
      <img alt="Selecting a gift collection of products from the store" />
    </Frame>

    <Frame>
      <img alt="Filtering gift collection products by recipient country" />
    </Frame>

    <Frame>
      <img alt="Reviewing the configured reward catalog for the service award" />
    </Frame>
  </Step>

  <Step title="Add a certificate">
    Check the box to include a certificate. Click **+ Add Certificate**, then choose a template or upload a custom design. Preview the certificate and click **Continue**. Use the placeholder `{{completed_year}}` in message titles or bodies to automatically insert the number of years served.

    <Frame>
      <img alt="Enabling the Add Certificate option for the service award" />
    </Frame>

    <Frame>
      <img alt="Browsing available service award certificate templates" />
    </Frame>

    <Frame>
      <img alt="Uploading a custom certificate design for the milestone award" />
    </Frame>

    <Frame>
      <img alt="Previewing the selected service award certificate" />
    </Frame>
  </Step>

  <Step title="Compose the message">
    Enter the message **Title** and **Body**. Use personalisation placeholders like `{{First Name}}` and `{{completed_year}}`. For example:

    **Title:** Celebrating `{{completed_year}}` Year(s) of Excellence

    **Body:** `{{First Name}}`, it's been a privilege to have you on the team. This is a token of appreciation for your `{{completed_year}}` year(s) of dedication.

    Click **Edit Gift Image** on the right side of the screen to swap the default visual.

    <Frame>
      <img alt="Composing the award message with personalization placeholders" />
    </Frame>
  </Step>

  <Step title="Select recipients">
    Choose **Everyone** to include all employees, or use filters to target specific groups by designation, department, location, or other attributes. Click **Save and Continue**.

    <Frame>
      <img alt="Selecting recipients for the service award automation" />
    </Frame>
  </Step>

  <Step title="Review and confirm">
    Review all settings. Click **Confirm and Create** to activate the automation. Empuls will now trigger this award automatically for every qualifying employee on their anniversary date.

    <Frame>
      <img alt="Final review and confirmation of the service award automation" />
    </Frame>
  </Step>
</Steps>

<Note>
  You can set up separate automations for each milestone year (1 year, 3 years, 5 years, etc.) with different reward values and gift collections for each tier.
</Note>

## Birthday and onboarding recognition

Birthday and work anniversary greetings are automatically generated as soon as an employee's date of birth (DOB) or date of joining (DOJ) is added to their Empuls profile or synced from your HRMS. You don't need to manually create a gift for each employee.

To automate birthday or onboarding gifts with specific point values or merchandise, follow the same process as service awards (above), but select the **Birthday** or **New Joiner / Onboarding** event template instead.

<AccordionGroup>
  <Accordion title="How does Empuls know when an employee's work anniversary falls?">
    Empuls reads each employee's date of joining from the data synced from your HRMS or uploaded manually. When a service award automation is active for a given milestone year, the system checks this date daily and triggers the award on the matching anniversary.
  </Accordion>

  <Accordion title="Can I create different awards for different anniversary milestones?">
    Yes. Create separate automations for each milestone (1 year, 3 years, 5 years, 10 years) with different reward values, gift collections, and certificate designs.
  </Accordion>

  <Accordion title="What is the yearbook and how is it created?">
    The Yearbook is a digital keepsake that compiles all feed posts and wishes sent on an employee's work anniversary. Teammates are automatically notified to post their wishes, and those posts are assembled into the yearbook for the employee to view and download.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Set up awards and core values" icon="award" href="/admin/programs/awards-core-values">
    Create the award structures used in reward campaigns and service programs.
  </Card>

  <Card title="Gifts" icon="gift" href="/admin/gifts/gifts">
    Send occasion-based gifts for birthdays, festivals, onboarding, and farewells.
  </Card>

  <Card title="Leaderboard" icon="trophy" href="/admin/programs/leaderboard">
    Configure milestone-based rewards tied to engagement scores.
  </Card>

  <Card title="Nominations" icon="user-check" href="/employees/recognitions/nominations">
    Understand how employees nominate and approvers review during a campaign.
  </Card>
</CardGroup>


# Schedule gifts
Source: https://help-empuls.xoxoday.com/admin/gifts/scheduled-gift

Learn how to schedule and automate gifts in Empuls. Schedule one-time or recurring gifts, apply region-based multipliers, and use templates for milestone events.

Scheduled gifts allow admins to pre-plan and automate the delivery of rewards for a specific date and time. This ensures timely recognition for holidays, campaigns, and organizational milestones without requiring manual intervention on the day of the event.

## Admin Capabilities

Use the scheduling tool to fully customize and automate your reward campaigns:

* **Set Delivery Timing:** Choose the exact date and time the gift will be delivered to employees.
* **Define the Audience:** Send gifts to specific individuals, custom groups, or the entire organization.
* **Assign Reward Value:** Attach reward points, specific brand vouchers, or non-monetary recognition.
* **Personalize Messaging:** Customize the email or platform message template to match the occasion.
* **Brand the Experience:** Upload custom visuals, banners, or company branding for the digital gift card.

## When to Use Scheduled Gifts

Scheduling is ideal for predictable, date-specific events where you want to ensure the whole team receives a consistent, timely experience.

### Cultural & Company Holidays

Automate gifts for major celebrations so HR teams don't have to manually send rewards on days off.

> **Examples:** Diwali gifts, Christmas celebrations, or Company Foundation Day

### Thematic Celebrations & Events

Pre-plan rewards for global awareness days or internal company events.

> **Examples:** International Women’s Day, Men’s Day, or Employee Appreciation Day

### Recurring Engagement Programs

Set up systematic rewards for ongoing company initiatives.

> **Examples:** Monthly wellness participation rewards or end-of-quarter team appreciation

### Pre-planned Campaigns

Align gift deliveries with the launch of internal marketing or HR campaigns.

> **Examples:** Kick-off rewards for a new learning festival or a quarterly sales sprint

## How to schedule gifts

Use the Scheduled Gifts feature to pre-plan and automate the delivery of greetings and rewards on a specific future date. This is ideal for company-wide holidays, upcoming team events, or specific campaign milestones.

### Step 1: Initiate the Scheduled Gift

* Navigate to the **Manage gifts** dashboard and click **Create gift**.
* In the "Create gift" modal, select the **Schedule it** option.
  <Frame>
    <img alt="Manage gifts dashboard with Create gift button" />
  </Frame>

<Frame>
  <img alt="Create gift modal with Schedule it delivery option selected" />
</Frame>

### Step 2: Define Gift Details

Provide basic information to help you identify and manage this campaign in your admin dashboard.

* Enter a **Greeting Name** (e.g., "Thanksgiving").
* Add a brief **Greeting Description** for internal reference.
  <Frame>
    <img alt="Greeting Name and Description form fields for the scheduled gift" />
  </Frame>

### Step 3: Schedule Date and Points

Determine exactly when the gift goes out and what reward is attached.

* **Select the date:** Click the calendar icon to choose the delivery date.\
  *(Note: You must select a future date; selecting a past date will trigger a "Please select a future date" error.)*
* **Add a gift (Optional):** Use the dropdown menu under "Would you like to add a gift to this event?" to select your reward type (e.g., "Yes, Add Reward Points").
* **Set the value:** Enter the specific number of points each recipient will receive.
  <Frame>
    <img alt="Date picker and reward points input for the scheduled gift" />
  </Frame>

### Step 4: Configure Message Details

Customize the email communication that recipients will receive on the scheduled day.

* Enter a **Message Title**. This text will appear as the email subject line and the header of the message.
* Compose the **Message Body** with an inspiring or appreciative note.
* Click **Edit Gift Image** to swap out the default graphic with a custom visual or themed banner (e.g., a holiday or event-specific image).
  <Frame>
    <img alt="Message Title, Message Body, and Edit Gift Image controls" />
  </Frame>

### Step 5: Define Recipients

Select the audience for your scheduled communication.

* Under **Define criteria for recipients**, review the selected audience. By default, this may be set to "Everyone".
* To narrow your audience, click the **Edit (pencil) icon** to selectively target a specific set of people or teams.
* Once your audience is set, click **Review Settings** to verify your setup and finalize the scheduled gift.
  <Frame>
    <img alt="Recipient audience editor with Review Settings action" />
  </Frame>

## Need Help?

For feedback or assistance, contact support at:\
[cs@xoxoday.com](mailto:cs@xoxoday.com)


# Physical and product-based gifts
Source: https://help-empuls.xoxoday.com/admin/gifts/setup-product-based-gifts

Learn how to configure physical and product-based gifts in Empuls, connect courier partners, upload product catalogs, set budgets, and manage the end-to-end gifting workflow.

Product-based gifts let you replace or supplement reward points with physical merchandise and gift cards. You build a curated **collection** of items from 20+ categories, and recipients choose their preferred item from that collection. Collections can be reused across multiple gifting events and award configurations.

## How to set up a product-based gift

### Step 1: Open gift creation

Navigate to **Gifts > Manage Gifts** and click **Create Gift**. Select your delivery mode — **Send Manually**, **Schedule It**, or **Automate**.

<Frame>
  <img alt="Gifts Manage Gifts page with Create Gift button" />
</Frame>

<Frame>
  <img alt="Send Manually option selected in the gift creation dialog" />
</Frame>

### Step 2: Select or create an event

Choose from existing event templates (Birthday, Work Anniversary, New Joiner, Festival, etc.) or click **Create New Event**. Fill in the **Event Name**, **Title**, and **Message**.

<Frame>
  <img alt="Create New Event form with Event Name Title and Message fields" />
</Frame>

<Frame>
  <img alt="Event details form continued with title and message configuration" />
</Frame>

### Step 3: Select the merchandise option

At the reward configuration step, select **Yes, Add Merchandise Collection** and click **Select Collection**.

<Frame>
  <img alt="Configure gift screen with Yes Add Merchandise Collection option selected" />
</Frame>

### Step 4: Choose or create a collection

On the **Collections** list, hover over an existing collection and click **Use this Collection**, or click **Create New Collection**.

<Frame>
  <img alt="Collections list with existing collections and Create New Collection option" />
</Frame>

Select the country for the collection to filter products by geography.

<Frame>
  <img alt="Country selection screen for filtering available products by geography" />
</Frame>

Browse **Gift Cards**, **Merchandise**, or both. Filter across 20+ categories — Food, Fashion, Lifestyle, Travel, Baby Care, and more. Click **Add** next to each product you want to include.

<Frame>
  <img alt="Product catalogue showing gift cards and merchandise across categories with Add buttons" />
</Frame>

<Frame>
  <img alt="Additional products browsing screen with items selected and ready to add" />
</Frame>

### Step 5: Review selected products

Products you've added appear on the right panel. Once done, click **Next**.

<Frame>
  <img alt="Collection builder with selected products shown in the right panel and Next button" />
</Frame>

### Step 6: Name and save the collection

Fill in the **Name**, **Purpose**, and **Maximum spend** for the collection. Optionally check **Hide Product Price** to conceal individual prices from recipients. Click **Save** — the collection is stored for reuse in future events and awards.

<Frame>
  <img alt="Collection details form with Name Purpose and Maximum spend fields" />
</Frame>

<Frame>
  <img alt="Hide Product Price checkbox option in collection settings" />
</Frame>

### Step 7: Define stakeholders and finish

Specify who can send this gift and who should be notified. Click **Finish Setup**.

<Frame>
  <img alt="Define Stakeholders screen with sender and notification settings and Finish Setup button" />
</Frame>

<Tip>
  Create separate collections per country or region so employees always see locally available options. Product availability and gift cards vary by market.
</Tip>

## Attaching a collection to an award

You can also link a collection to a performance award instead of a gift. When creating or editing an award, select **Add Products from the Store** at the reward step, then choose or create a collection. The collection replaces or supplements points as the reward.

<Frame>
  <img alt="Add Products from the Store screen showing available collections" />
</Frame>

<Frame>
  <img alt="Select collection or create new collection screen" />
</Frame>

## Common use cases

### Company swag for new joiners

Create a dedicated **Welcome Kit** collection (branded merchandise, notebooks, hoodies) so new hires receive a tangible, branded experience on day one — especially valuable for remote employees.

### Long service awards (LSA)

For major milestones (5 yr, 10 yr), create a premium collection (high-end electronics, travel accessories, lifestyle goods) that matches the significance of the achievement and feels more personal than a points deposit.

## FAQs

<AccordionGroup>
  <Accordion title="Can I mix merchandise and gift cards in a single collection?">
    Yes. Create mixed collections with both to offer variety and let employees choose what suits them.
  </Accordion>

  <Accordion title="Can I create collections for different countries?">
    Yes. Select the country when building a collection — products are filtered by geography, ensuring availability and relevance.
  </Accordion>

  <Accordion title="How do I reuse a collection for another gift or award?">
    Once saved, collections appear in the collections list and can be selected for any future manual, scheduled, or automated gift, and for any award.
  </Accordion>

  <Accordion title="Can I hide product prices from recipients?">
    Yes. Check **Hide Product Price** when saving the collection. Recipients see the items but not their individual prices.
  </Accordion>

  <Accordion title="Can I attach a collection to an automated gift?">
    Yes. When configuring an automated gift (birthday, anniversary, etc.), choose **Products from the store** at the reward step and select your collection. The collection is linked to every automated send.
  </Accordion>
</AccordionGroup>


# Google Chat
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/google-chat

Connect Google Chat with Empuls to deliver recognition and milestone alerts right inside the tool your team already uses daily.

## Overview

The Empuls integration for Google Chat is a comprehensive employee engagement solution designed to embed recognition, rewards, and feedback directly into your team's daily communication flow. By using this integration, organizations can foster a "culture of appreciation" without requiring employees to leave their primary collaboration tool.

## Core Capabilities & Benefits

The integration transforms Google Chat into a central hub for employee interaction and morale:

| **Feature**                     | **Description**                                                              | **Key Benefit**                                                                    |
| ------------------------------- | ---------------------------------------------------------------------------- | ---------------------------------------------------------------------------------- |
| **Peer-to-Peer Recognition**    | Send appreciation and awards to colleagues directly within Chat spaces.      | Simplifies recognition, moving it from annual reviews to frequent, public moments. |
| **Unified Notifications**       | Receive real-time alerts for all events (similar to MS Teams notifications). | Keeps you updated on company news, pending approvals, and received points.         |
| **In-Flow Surveys & Polls**     | Deliver and respond to pulse surveys, eNPS, and polls in the messaging flow. | Eliminates app-switching, significantly boosting participation rates.              |
| **Incentive & Reward Programs** | Tie achievements to a vast rewards catalog to redeem points.                 | Streamlines HR tasks by automating routine reminders and reward fulfillment.       |

## Getting Started

The Empuls app lives directly within your Google Chat interface, allowing you to appreciate teammates without switching applications.

* **Locating the App:** Find **Empuls Demo** (or your company's Empuls app name) under the **Apps** section in your Google Chat sidebar.
* **Interaction Mode:** You can interact with the bot through direct messages (DMs) or by adding the app to specific Spaces for public recognition.

## Key Actions & Workflows

### 1. How to Appreciate a Peer

Send a "Recognition Alert" to acknowledge a colleague's outstanding work.

<Steps>
  <Step title="Open the Action Menu">
    In the chat bar, click the **+ (Plus)** icon and select **Appreciate**.

    <Frame>
      <img alt="Plus icon menu in Google Chat showing the Empuls Appreciate action" />
    </Frame>
  </Step>

  <Step title="Select the Recipient">
    An "Elevate" dialog box will appear. Click the "Appreciate" dropdown and select a teammate (e.g., Kenneth Allen).

    <Frame>
      <img alt="Elevate dialog with the Appreciate recipient dropdown open" />
    </Frame>

    <Frame>
      <img alt="Teammate selected as the recipient in the Empuls Appreciate dialog" />
    </Frame>
  </Step>

  <Step title="Choose an Award or Core Value">
    Select an award type or align your appreciation with company goals by selecting a company hashtag that represents their work (e.g., *#CustomerFocus*, *#Innovation*, or *#Integrity*).

    <Frame>
      <img alt="Award type and core value hashtags selected in the Appreciate dialog" />
    </Frame>
  </Step>

  <Step title="Add Words of Praise">
    Write a personal message detailing why you are giving this recognition. Highlighting specific impacts helps strengthen the connection.

    <Frame>
      <img alt="Personal praise message entered in the Empuls Appreciate dialog" />
    </Frame>
  </Step>

  <Step title="Send the Recognition">
    Click **Appreciate**. The recognition is posted publicly on Empuls twonhall, with an banner, sender/recipient details, or the associated Core Value graphic.

    <Frame>
      <img alt="Published recognition post on the Empuls townhall with sender and recipient" />
    </Frame>
  </Step>
</Steps>

## 2. How to Nominate

Recognize significant achievements by assigning specific awards or nominating peers for company-wide honors.

<Steps>
  <Step title="Access the Menu">
    Open the Empuls menu via the **+** icon or slash command and select **Appreciate**
  </Step>

  <Step title="Select the Recipient">
    Choose the colleague you wish to recognize from the dropdown list.
  </Step>

  <Step title="Choose the Award Type">
    Select from preset company awards which require nomination. (e.g., "Sales Champion", "Employee of the Month").

    *Note: Certain awards may carry point values.*
  </Step>

  <Step title="Select the Approver">
    Using the drop-down menu select the approver.
  </Step>

  <Step title="Provide Justification">
    Enter a detailed description of why the employee deserves this award or nomination.
  </Step>

  <Step title="Submit">
    Click **Send** or **Submit Nomination**. Depending on your company's setup, awards may be posted immediately or routed to a manager for approval.
  </Step>
</Steps>

## 3. Managing Interactive Notifications

Empuls ensures you never miss a moment to celebrate or respond. Similar to the notification experience in MS Teams, Empuls delivers centralized alerts directly to your Google Chat and allows you to take action right from the message card:

* **Celebrate Milestones Instantly:** When an automated announcement for a colleague's birthday or work anniversary pops up in your shared space, you don't need to open a separate app to celebrate. You can take action directly from the notification to instantly send a wish, congratulate them.
* **Respond to Real-Time Alerts:** Receive immediate direct messages from the Empuls bot when you are recognized, awarded points, or nominated for an award. You can click directly on the buttons within these alerts to view your recognition details or jump straight to redeeming your points.
* **One-Click Action Reminders:** Get gentle nudges to complete pending pulse surveys, approve team nominations, or welcome new hires. Interactive buttons right on the notification card let you complete these administrative tasks in seconds without leaving your chat window.

## 4. How to Redeem Points

Turn your earned recognition into tangible rewards directly from Google Chat.

<Steps>
  <Step title="Access the Menu">
    Open the Empuls menu via the **+** icon or slash command and select \*\*Redeem. \*\*
  </Step>

  <Step title="Access the Catalog">
    Click the **Redeem Points** button within the bot interface.
  </Step>

  <Step title="Browse Rewards">
    Explore the vast rewards catalog, which includes digital gift cards, experiences, and merchandise.
  </Step>

  <Step title="Claim Your Reward">
    Select your desired item, confirm the point deduction, and receive your digital reward instantly or via email.
  </Step>
</Steps>

## Quick Tips for Success

* **Be Specific:** When writing your praise, mention a specific project or task to make the recognition more meaningful.
* **Use @ Mentions:** Trigger the app in a group space by typing `@Empuls` to start the recognition process publicly.
* **Stay Active:** Regular peer recognition fosters a more helpful, collaborative environment, which can lead to a 30% reduction in support overhead and friction.

<Note>**Need Help?** Feedback or questions? Write to our support team at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Google Workspace integration
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/google-workspace

Bring single sign-on and directory sync into Google Workspace by connecting it with Empuls, so employees never have to switch tools.

## Overview

This guide walks you through connecting Empuls with Google Workspace (Google Chat), so your employees can access recognition, rewards, and engagement features directly from their existing chat environment.

Once connected, the Empuls app becomes available in Google Chat spaces and direct messages, bringing recognition and engagement into the flow of everyday work.

## What You Can Do with This Integration

* Send appreciations and recognitions directly from Google Chat
* Check notifications without leaving the conversation
* Redeem rewards from within Google Chat
* Use slash commands and bot interactions for quick actions
* Keep recognition visible in team spaces so celebrations are shared where work happens

## Who Should Use This Guide

This guide is intended for Empuls Administrators who have access to the Reports & Admin section of the Empuls platform.

## Prerequisites

Before starting, ensure the following:

* You have Admin access to Empuls (Reports & Admin section)
* You have a Google Workspace account with admin privileges
* Your organisation uses Google Chat

<Note>\*\*📝  Note: \*\*The Google Workspace integration is set up at the organization level. Only one admin needs to complete this setup for all employees.</Note>

## Setting Up the Integration

<Steps>
  <Step title="Navigate to integrations">
    * Log in to Empuls and go to **Reports & Admin** from the left navigation panel.
    * In the admin panel, click **Integrations** from the left sidebar.
    * On the Integrations page, locate and click the **Google Workspace** tile to open its detail page.
    * Click the **START SETUP** button in the top-right corner of the page.

    <Frame>
      <img alt="Reports and Admin link in the Empuls left navigation panel" />
    </Frame>

    <Frame>
      <img alt="Integrations page with the Google Workspace tile in Empuls admin" />
    </Frame>

    <Frame>
      <img alt="Google Workspace integration detail page with the Start Setup button" />
    </Frame>
  </Step>

  <Step title="Connect to Google Workspace">
    The Add Google Workspace screen will open with a two-step flow:
  </Step>

  <Step title="Connect to Google Workspace">
    Connect to Google Workspace
  </Step>

  <Step title="Integration Complete">
    <Note>**📝 Note:** You will be redirected to Google to sign in and authorise Empuls for your organisation. After you allow access, you can add the Empuls app to chat spaces. Click the **Proceed** button to be redirected to Google's sign-in page.</Note>

    <Frame>
      <img alt="Add Google Workspace screen with Proceed button to start OAuth" />
    </Frame>
  </Step>

  <Step title="Sign in with Google">
    You will be taken to Google's sign-in page. Enter the password for your Google Workspace admin account and click **Next**.

    <Note>\*\* 📝 Note:\*\* Use the Google Workspace admin account associated with your organization, not a personal Gmail account.</Note>
  </Step>

  <Step title="Verify your identity">
    Google may prompt you to verify your identity. This is a standard account security step.

    If prompted, Google will send a notification to your registered device. Tap **Yes** on the notification, then enter the verification code displayed on screen to confirm it is you.

    If you do not have access to your device, tap **Try another way** to choose an alternative verification method.
  </Step>

  <Step title="Install the Empuls app">
    After successful identity verification, Google will prompt you to install Empuls by Xoxoday from the Google Workspace Marketplace.

    * Click **Install** to add the app to your Google Workspace.
    * Review the permissions requested by the Empuls app.
    * Once installation is complete, you will be automatically redirected back to Empuls, and the setup will be marked as done.

    <Frame>
      <img alt="Empuls by Xoxoday install prompt on the Google Workspace Marketplace" />
    </Frame>
  </Step>

  <Step title="Complete the connection using the authorisation code">
    After the OAuth flow is complete, Empuls will display an **authorisation code** on the Google Workspace integration page.

    * Copy the authorisation code shown on the Empuls integrations page.
    * Open **Google Chat** and start a direct message with the **Empuls bot**.
    * Super admin needs to use the command **/connect command** to finish the integration

    <Frame>
      <img alt="Authorisation code shown on the Google Workspace integration page" />
    </Frame>

    <Frame>
      <img alt="Empuls bot DM in Google Chat for running the /connect command" />
    </Frame>

    <Frame>
      <img alt="/connect command confirmation linking Google Workspace to Empuls" />
    </Frame>

    Your Google Workspace is now linked to Empuls. All users in your workspace will start receiving notifications and can use Empuls features directly from Google Chat.

    <Note>**📝 Note:** Only a Super Admin in Empuls can run the /connect command. The authorisation code is unique to your setup — do not share it externally.</Note>
  </Step>

  <Step title="Activate Empuls in Google Chat">
    Once the integration is active, employees can start using Empuls directly within Google Chat.

    * Open Google Chat and navigate to any space or start a direct message.
    * Click the **+** icon or use the Apps menu to find and add the Empuls app to the space.
    * Alternatively, use the slash command **/empuls** in any Google Chat message box to trigger the Empuls bot.
    * Employees can also start a direct message with the Empuls bot to send recognitions, check notifications, or redeem rewards.

    <Note>**📝 Note:** Employees do not need to set up anything individually. Once the admin completes the integration, the Empuls app is available across the organisation's Google Workspace.</Note>

    \*\*Confirming the Integration is Active \*\*

    Once setup is complete, navigate back to the Google Workspace integration page in Empuls (Reports & Admin → Integrations → Google Workspace).

    The integration status indicators will update to reflect a successful connection:

    | **OAuth Status** | **Completed** |
    | ---------------- | ------------- |

    | **Marketplace Status** | **Installed** |
    | ---------------------- | ------------- |

    | **Connection Status** | **Connected** |
    | --------------------- | ------------- |

    The page header will also show Active in green. A confirmation message will read: Setup completed. The Empuls app is installed from the Marketplace and ready to use in Google Chat.
  </Step>
</Steps>

## Managing the Integration

\*\*Redo OAuth \*\*

If you need to re-authorise the Google connection (for example, after a password change or permission update), click the Redo OAuth button on the integration detail page. This will restart the Google sign-in flow without removing the integration.

\*\*View in Marketplace \*\*

To verify or manage the Empuls app installation in the Google Workspace Marketplace, click View in Marketplace. This opens the Marketplace listing for the Empuls app in a new tab.

\*\*Stop the Integration \*\*

To disconnect Empuls from Google Workspace, click the Stop Integration button in the top-right corner of the integration detail page. The status will revert to Inactive, and employees will no longer be able to use Empuls features from Google Chat.

<Note>\*\*📝  Note: \*\*Stopping the integration does not delete any Empuls data. It only removes the Google Chat connection. You can reconnect at any time by clicking START SETUP again.</Note>

## Troubleshooting

| **Issue**                                                             | **Recommended Action**                                                                                                     |
| --------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| OAuth Status shows as Incomplete                                      | Click Redo OAuth and re-authorise with your Google admin account.                                                          |
| Marketplace Status shows as Not Installed                             | Click View in Marketplace and use Admin Install to add the Empuls app to your Google Workspace.                            |
| Integration is Active but employees cannot see the app in Google Chat | Invite the Empuls bot to a space, or start a DM with the bot to activate it for employees.                                 |
| Google sign-in redirects or fails                                     | Ensure you are signed in with a Google Workspace admin account, not a personal Gmail. Clear browser cookies and try again. |

Learn more: [How to use Google Chat](/admin/integrations/collaboration/google-chat)

\*\*Need Help? \*\*

<Note>If you encounter any issues not covered in this guide, reach out to the Empuls support team:  Email: [cs@xoxoday.com](mailto:cs@xoxoday.com)</Note>


# Microsoft 365
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/microsoft-365

Bring Empuls recognition and engagement tools into Microsoft 365 by connecting it with Empuls, so employees never have to switch tools.

This integration automates user account management in Empuls, based on employee data available in Microsoft 365.

With this integration, you can:

* **Add new employees** to Empuls automatically, the day their Microsoft 365 profile is created.
* **Edit existing employee data** in Empuls simply by updating the corresponding Microsoft 365 profile.
* **Remove exited employees** from Empuls based on their exit date in Microsoft 365.

Once the integration is enabled, employee data will sync automatically every 24 hours between Empuls and Microsoft 365.

All users are assigned Employee access by default. Access roles can be updated later from the user management page in Empuls.

## How to Set Up This Integration

**To set up the Microsoft 365 integration with Empuls:**

1. **Verify Access:**
   Ensure the Microsoft 365 admin has access to the *Integrations* page in Empuls.
2. **Sign In to Empuls:**
   Log in to your Empuls account.
3. **Go to Integrations:**
   Navigate to **Reports & Admin >> Integrations**.
4. **Select Microsoft 365:**
   Choose **Microsoft 365** from the list of available integrations and click **Integrate**.
5. **Authorize the Connection:**
   Click **Establish Integration**.
   You will be redirected to your Microsoft 365 admin account to authorize permissions.
6. **Map Data Fields:**
   Select the employee data fields you want to sync from Microsoft 365 to Empuls.
7. **Apply Filters (Admin Only):**
   Define filtering criteria such as departments or locations.
   *Note: Only Microsoft IT Administrators can grant the required permissions for filtered data access.*
8. **Schedule Sync:**
   Set the synchronization frequency to automate ongoing data updates.

<Frame>
  <img alt="Microsoft 365 tile on the Empuls Integrations page with Integrate button" />
</Frame>

<Frame>
  <img alt="Establish Integration button on the Microsoft 365 connection screen" />
</Frame>

<Frame>
  <img alt="Field mapping screen aligning Microsoft 365 attributes with Empuls fields" />
</Frame>

<Frame>
  <img alt="Sync schedule and filter settings for the Microsoft 365 integration" />
</Frame>

## Data Fields Synced Between Empuls and Microsoft 365

| **Empuls Field**     | **Microsoft 365 Field**       |
| -------------------- | ----------------------------- |
| First Name           | givenName                     |
| Last Name            | surname                       |
| Official Email ID    | email                         |
| Employee ID          | employeeId                    |
| Date of Joining      | employeeHireDate (YYYY-MM-DD) |
| Department           | department                    |
| Designation or Title | jobTitle                      |
| Office Location      | officeLocation                |
| Employee Status      | accountEnabled                |
| Cost Center          | employeeOrgData               |

## Integration Capabilities Summary

* Automates user provisioning and de-provisioning on Empuls.
* Reflects updates from Microsoft 365 automatically in Empuls.
* Ensures daily sync to keep user data up to date.


# Microsoft Teams
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/microsoft-teams

Connect Microsoft Teams with Empuls to deliver recognition, rewards, and surveys right inside the tool your team already uses daily.

Click [here](https://teams.microsoft.com/l/app/7ea47aaa-7c43-4fba-82fb-a81223e7cc2c?source=app-details-dialog) to add the Empuls app to your Microsoft Teams account.

## Installation Guide

## **For Microsoft Teams / IT Administrators**

This section guides Admins through installing the Empuls app on Microsoft Teams for their organisation through the Microsoft Teams admin center.

## **Adding Empuls app to Teams**

Empuls app can be installed as a 1:1 chatbot for all employees (Referred to as Add to Me) and as a bot to send appreciations/awards on channels (Referred to as Add to Team/Add to Chat).

Employees can access their Empuls account from MS Teams when the app is installed on their personal space (Referred to as Add to Me in the MS Teams Apps store).

To install the Empuls app for all users in your organisation:

1. Log in to the Microsoft Teams admin center.
2. Click on **Teams Apps > Setup Policies.**
3. Click on **Global (Org-wide default)** option to edit the policy.
4. Click on **Add Apps** option under ​​Installed App section. This allows you to add the Empuls app to the default installed app for all users.
5. Click on \*\*Add Apps \*\*option under Pinned App section. This allows you to pin the Empuls app in messaging extensions and the Teams app bar.
6. Scroll to the end of the page to **Save** the changes.

Voila! Empuls is installed for all users on your Microsoft Teams instance.

## **Installing Empuls app on all Channels**

With the Empuls app added as a message extension on all your MS Teams channels, you may install it on all or a few select channels from their admin console.

1. Log in to the Microsoft Teams admin center.
2. Click Teams apps > Manage Apps Search for Empuls app on the app list table and select the Add to Teams option
3. Click on the Add to Teams link to see the channel in the right-hand side panel, select and save.

## List of permissions required for Empuls Teams app

## SSO (Mandatory)

Empuls Team's app requires SSO-related permissions to access the Home tab.

<Frame>
  <img alt="SSO permission requirements for the Empuls Teams app Home tab" />
</Frame>

Following permissions/ scopes must be granted with the admin's consent to allow the users to access the Empuls Teams app seamlessly via SSO.

`User.Read`, `email`, `openid`, `profile`, and `offline_access`: Allows users to sign in to the app and the app to read the profile of signed-in users. It allows the app to read basic user details during sign-in.

## To give the admin consent to the scopes -

`User.Read`, `email`, `openid`, `profile`, and `offline_access`

Go to **Permissions > Grant admin consent for 4k8cjq** as shown in the screenshot below:

<Frame>
  <img alt="Grant admin consent option on the Empuls Teams app permissions page" />
</Frame>

## To sync profile pictures (Optional)

The scope, `User.Read.All`, is needed for the Empuls Teams app to sync the profile pictures of MS Teams with Empuls application.

<Frame>
  <img alt="User.Read.All scope approval for syncing Teams profile photos" />
</Frame>

<Note>**💡 Recommended:** This scope is optional and required only if the admin wants to automatically sync the MS Teams profile pictures of users with the Empuls application instead of having the users manually add them.</Note>

All Done! Empuls app is now added to all employees and channels.

## **User Guide**

### **Appreciate & Reward your team**

Give value cards, monetary awards, or nominate co-workers on Teams in 3 simple steps.

1. Go to channel/group chat on your MS Teams app where you wish to appreciate your teammate.
2. Click on the Empuls icon on the message extension box to initiate recognition.
3. Enter details of who you wish to appreciate, the award/core value to be given, and your reason for the appreciation, and Submit. If the award requires approval, your appreciation message will be published after the approver reviews it.

<Frame>
  <img alt="Empuls message extension used to appreciate a teammate in a Teams chat" />
</Frame>

<Note>You may be asked to add the Empuls app to the selected channel.</Note>

### **Redeem Reward Points**

You can buy gift cards using points that you have received as a reward using *the Redeem Points* Command on the 1:1 Chat with Empuls.

<Frame>
  <img alt="Redeem Points command in a 1:1 chat with the Empuls Teams bot" />
</Frame>

<Frame>
  <img alt="Rewards catalog opened from the Empuls bot in Microsoft Teams" />
</Frame>

*Unable to find Empuls on your Teams chat? Install the app by clicking on this [link](https://teams.microsoft.com/l/app/7ea47aaa-7c43-4fba-82fb-a81223e7cc2c?source=app-details-dialog).*

### **Share Feedback**

Share your feedback with your organisation and peers by responding to surveys on Empuls. You will be notified about this on a 1:1 chat with Empuls.

Alternately, Navigate to \*\*Empuls app > Home > Survey and Quiz Invites \*\*and click on **Respond Now.**

### Reports and Insights

Access and view **Reports and Insights** on appreciation, rewards budget and engagement for you and your team.

<Frame>
  <img alt="Reports and Insights tab inside the Empuls app for Microsoft Teams" />
</Frame>

​

<Note>More features are coming soon. For all features, explore the Empuls web app: [https://www.empuls.io/](https://www.empuls.io/)</Note>

## **Controls for Empuls Administrators**

### Publish events on a Teams Channel

This feature allows Admins to automatically publish all events like award, appreciation, birthday, and work anniversary messages posted on Empuls Home Page to a dedicated channel/group chat on MS Teams.

Here are the steps for setting this up

* Select a public channel on MS Team where you want all Empuls messages published. Install Empuls app on it.
* Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
* Navigate to \*\*Integrations > \*\*Microsoft Teams to start the setup.
* Click on **Click Here** button. If you don't see this button, move on to the next step.

<Frame>
  <img alt="Click Here button to start the Microsoft Teams setup in Empuls admin" />
</Frame>

* Once downloaded, you may review the permissions in the respective tab, attached in the image below.

<Frame>
  <img alt="Permissions tab for the Empuls Microsoft Teams integration package" />
</Frame>

* Click on **Select Team** **or Group Chat** button to view a fullscreen pop-up with the title **Edit Configuration**.

<Frame>
  <img alt="Select Team or Group Chat button on the Empuls Teams configuration page" />
</Frame>

* In the Edit Configuration Pop-up, select a Team or a group chat where you wish to publsih all Empuls messages.

<Frame>
  <img alt="Edit Configuration pop-up choosing a Teams channel for Empuls messages" />
</Frame>

* Select the type of messages to be published on your team channel and click on **Save.**

Voila! The setup is complete. Empuls app will start publishing messages on selected channel whenever they are published on Townhall or any other group.

### **How to add MS Teams on Chat?**

* Click on **three dots** on your Teams group to add Empuls.

<Frame>
  <img alt="Three-dot menu on a Teams group used to add the Empuls app" />
</Frame>

* Click on **Continue** and Empuls will be added to your chat.

<Frame>
  <img alt="Continue prompt confirming Empuls has been added to the Teams chat" />
</Frame>

### How to pre-pin Empuls app on Teams?

The pre-pin option ensures that employees can easily find Empuls app on their Teams account. Here are the steps for Prepinning Empuls app.

1. Log in to **Microsoft Teams admin center.**
2. Click on **Teams Apps> Setup Policies.**
3. Click on **Global (Org-wide default)** option to edit the policy
4. Click on \*\*Add Apps \*\*option under ​​the Installed App section,
5. Click on **Add Apps** option under Pinned App section, this allows you to pin the Empuls app in messaging extensions and Teams app bar.

## How to change the icon and name for the Empuls app on MS Teams?

1. Navigate to [https://admin.teams.microsoft.com/policies/manage-apps](https://admin.teams.microsoft.com/policies/manage-apps)
2. Go to **Manage Apps** and use the **search icon** to look for **Empuls**.

<Frame>
  <img alt="Manage Apps page in the Teams admin center with the search icon" />
</Frame>

<Frame>
  <img alt="Empuls app entry in Manage Apps search results" />
</Frame>

3. Click on **Empuls** from the search results. Click on **Customization**. Update the **Short Name** as needed.

<Frame>
  <img alt="Customization tab editing the Empuls app Short Name in Teams admin" />
</Frame>

4. To update the icon, upload the required image file. Click **Apply** once all changes are made.

<Frame>
  <img alt="Uploading a custom icon for the Empuls app in Teams admin Customization" />
</Frame>

Your Empuls app will now reflect the new name and icon across Microsoft Teams.

### How to get support?

Reach out to us at [cs@xoxoday.com](mailto:cs@xoxoday.com), or you can send us a message on Empuls Web app messenger.

## FAQs

<AccordionGroup>
  <Accordion title="I am unable to find the Empuls app in the Microsoft Teams app store. How do I proceed?">
    You’ll not be able to find the Empuls App if your Microsoft Teams Admin has blocked users from accessing public (Third-party) apps from the store. Please ask your Admin to enable Empuls on the Microsoft Teams app store. Refer to the Installation guide for more information.
  </Accordion>

  <Accordion title="How do I uninstall the Empuls app from a Microsoft Teams channel?">
    You can uninstall the app from a channel by navigating to Apps section from the Manage Team option.
  </Accordion>

  <Accordion title="How do I uninstall the Empuls bot from my chat section?">
    You can uninstall the Empuls bot from your account by following these steps:

    1. Navigate to the chat section.
    2. Hover on the Empuls app.
    3. Right-click on the app and select **Uninstall**.
  </Accordion>

  <Accordion title="Facing &#x22;Approval Required&#x22; Error?">
    <Frame>
      <img alt="Approval Required error shown when installing Empuls without admin consent" />
    </Frame>

    **Why does this happen?**

    This page appears if the Microsoft Admins at your organisation have added controls to prevent users from installing or using apps on Microsoft Store.

    **How to solve it?**

    A) In the input box, Enter your reason for using the Empuls app and click on \*\*Request Approval. \*\*This will submit your request to your Microsoft Admin.

    B) Your Microsoft Admin can see your request in the Azure portal under the Enterprise applications section. (URL:[https://portal.azure.com/#view/Microsoft\_AAD\_IAM/StartboardApplicationsMenuBlade/~~/AppAppsPreview/menuId~~/null](https://portal.azure.com/#view/Microsoft_AAD_IAM/StartboardApplicationsMenuBlade/~/AppAppsPreview/menuId~/null))

    Make sure to nudge your Microsoft Admin, as your request may get lost among the plethora of similar requests.

    C) The Microsoft Admin can allow the Empuls app to enable all users to sign in without any additional permissions from the administrators. Sample image below:

    <Frame>
      <img alt="Azure portal screen where Microsoft admins approve Empuls app sign-in" />
    </Frame>

    Once completed, all users can log in and start using the Empuls app.
  </Accordion>

  <Accordion title="What permission does the Empuls app require, and why?">
    Empuls app on Microsoft Teams will have permission to:

    * Receive messages and data that I provide to it: *This permission allows users to interact with the Empuls bot (Em Bot).*
    * Send me messages and notifications: *This permission allows Em bot to send notifications to users when the bot is installed.*
    * Access my profile information such as my name, email address, company name, and preferred language: *This permission allows the Empuls app to identify the user and share relevant information with him.*
    * Receive messages and data that team or chat members provide to it in a channel or chat: *This permission allows users to interact with the Empuls bot using tagging Empuls in the conversation.*
    * Send messages and notifications in a channel or chat: *This permission allows the Empuls app to share appreciation messages on the channel and group chats.*
    * Access information from this team or chat such as team or chat name, channel list, and roster (including team or chat member's names and email addresses) - and use this to contact them​: *This permission is a prerequisite of the previous permission, Empuls app needs to know the channels and group chats the user is part of to allow users share appreciation messages there.*
    * Empuls uses Microsoft Graph API to Authenticate users when they open the Personal Empuls Home tab. We get user's basic details, like email, to validate the user. Admin can grant these permissions to provide hassle-free access for the end users. Scopes
      ​*User.Read email openid profile offline\_access*
      ​
    * Empuls also uses another scope ***User.Read.All***. This is asked when the Admin wants to sync the MsTeams user profile pictures with Empuls for a seamless user experience across Teams and Empuls.
  </Accordion>
</AccordionGroup>

​
​


# Microsoft Teams (installation guide for IT administrators)
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/microsoft-teams-it-admin

Connect Microsoft Teams (installation guide with Empuls to automate employee data sync and extend your engagement programs.

## Overview

The Empuls integration with Microsoft Teams connects everyday collaboration with your organisation’s engagement, recognition, and feedback workflows. Employees can recognize teammates, redeem rewards, complete surveys, and view insights - all from within Teams, without switching tools.

For administrators, Empuls can be deployed org-wide through the Microsoft Teams admin center, with controls to publish events, manage permissions, and customize how the app appears across Teams.

​**Quick Links:**
• Click [here](https://teams.microsoft.com/l/app/7ea47aaa-7c43-4fba-82fb-a81223e7cc2c?source=app-details-dialog) to add Empuls to your Microsoft Teams account

* [Watch the Demo](https://giift-my.sharepoint.com/personal/mallikarjun_xoxoday_com/_layouts/15/stream.aspx?id=%2Fpersonal%2Fmallikarjun%5Fxoxoday%5Fcom%2FDocuments%2FMicrosoft%20Teams%20Chat%20Files%2FMicrosoft%20Teams%20Admin%20Installation%20Guide%2Emp4\&referrer=StreamWebApp%2EWeb\&referrerScenario=AddressBarCopied%2Eview%2E3f868483%2Dea52%2D48ab%2Db516%2Dd9de068038c4\&ga=1)

## **1**. Installation & Setup (For IT Administrators)

This section guides Admins through installing the Empuls app on Microsoft Teams for their organization through the Microsoft Teams admin center.

\*\*1.1. Install Empuls for All Employees \*\*

Use this to give every user access to Empuls in their personal Teams space.

**Steps:**

* Log in to the Microsoft Teams admin center. [https://admin.teams.microsoft.com/dashboard](https://admin.teams.microsoft.com/dashboard))
* Go to \*\*Teams Apps → Manage Apps \*\*and search for Empuls.

<Frame>
  <img alt="Manage Apps search for Empuls in the Microsoft Teams admin center" />
</Frame>

* **Go to Setup Policies**.

<Frame>
  <img alt="Setup Policies section in the Microsoft Teams admin center" />
</Frame>

* Select **Global (Org-wide default)**.
* Under **Installed Apps**, click **Add Apps** and add Empuls.

<Frame>
  <img alt="Adding Empuls under Installed Apps in the Global setup policy" />
</Frame>

* Under **Pinned Apps**, click **Add Apps** to pin Empuls in the Teams app bar and messaging extensions.
* Scroll and **Save**.

Voila! Empuls is now available for all users.

**1.2 Install Empuls on Teams Channels (Add to Team / Add to Chat)**

With the Empuls app added as a message extension on all your MS Teams channels, you may install it on all or a few select channels from their admin console.

* Log in to Microsoft Teams admin center at [https://admin.teams.microsoft.com/dashboard](https://admin.teams.microsoft.com/dashboard).
* Go to **Teams Apps → Manage Apps** and search for Empuls.

<Frame>
  <img alt="Add to Teams option for the Empuls app in Manage Apps" />
</Frame>

* Select **Add to Teams**.
* Choose the required channels and **Save**.

**1.3 Permissions Required**

**1.3.1. Mandatory SSO Permissions**

Empuls Team's app requires SSO-related permissions to access the Home tab.

<Frame>
  <img alt="SSO permission requirements for the Empuls Teams app Home tab" />
</Frame>

Following permissions/ scopes must be granted with the admin's consent to allow the users to access the Empuls Teams app seamlessly via SSO.

Empuls requires these scopes to enable automatic sign-in and access basic user details:

* User.Read
* email
* openid
* profile
* offline\_access

**How to grant admin consent**

User.Read, email, openid, profile, and offline\_access

Go to **Permissions > Grant admin consent for 4k8cjq** as shown in the screenshot below:

<Frame>
  <img alt="Grant admin consent button on the Empuls Teams app permissions page" />
</Frame>

**1.3.2 Optional Permission for Profile Picture Sync**

To sync Teams profile photos to Empuls automatically, approve the following scope:

* User.Read.All

<Frame>
  <img alt="User.Read.All scope approval for syncing Teams profile photos" />
</Frame>

**💡 Recommended:** This scope is optional and required only if the admin wants to automatically sync the MS Teams profile pictures of users with the Empuls application instead of having the users manually add them.

All Done! Empuls app is now added to all employees and channels.

## FAQs

<AccordionGroup>
  <Accordion title="I am unable to find the Empuls app in the Microsoft Teams app store. How do I proceed?">
    You’ll not be able to find the Empuls App if your Microsoft Teams Admin has blocked users from accessing public (Third-party) apps from the store. Please ask your Admin to enable Empuls on the Microsoft Teams app store. Refer to the Installation guide for more information.
  </Accordion>

  <Accordion title="How do I uninstall the Empuls app from a Microsoft Teams channel?">
    You can uninstall the app from a channel by navigating the Apps section from the Manage Team option.
  </Accordion>

  <Accordion title="How do I uninstall the Empuls bot from my chat section?">
    You can uninstall the Empuls bot from your account by following these steps:

    * Navigate to the chat section.
    * Hover on the Empuls app.
    * Right-click on the app and select **Uninstall**.
  </Accordion>

  <Accordion title="Facing &#x22;Approval Required&#x22; Error?">
    <Frame>
      <img alt="Approval Required error shown when installing Empuls without admin consent" />
    </Frame>
  </Accordion>

  <Accordion title="Why does this happen?">
    This page appears if the Microsoft Admins at your organization have added controls to prevent users from installing or using apps on Microsoft Store.
  </Accordion>

  <Accordion title="How to solve it?">
    In the input box, Enter your reason for using the Empuls app and click on \*\*Request Approval. \*\*This will submit your request to your Microsoft Admin.

    B) Your Microsoft Admin can see your request in the Azure portal under the Enterprise applications section. (URL:[https://portal.azure.com/#view/Microsoft\_AAD\_IAM/StartboardApplicationsMenuBlade/~~/AppAppsPreview/menuId~~/null](https://portal.azure.com/#view/Microsoft_AAD_IAM/StartboardApplicationsMenuBlade/~/AppAppsPreview/menuId~/null))

    Make sure to nudge your Microsoft Admin, as your request may get lost among the plethora of similar requests.

    C) The Microsoft Admin can allow the Empuls app to enable all users to sign in without any additional permissions from the administrators. Sample image below:

    <Frame>
      <img alt="Azure portal Enterprise Applications view granting Empuls user sign-in" />
    </Frame>

    Once completed, all users can log in and start using the Empuls app.
  </Accordion>

  <Accordion title=" What permission does the Empuls app require, and why?">
    Empuls app on Microsoft Teams will have permission to:

    * Receive messages and data that I provide to it: *This permission allows users to interact with the Empuls bot (Em Bot).*

    * Send me messages and notifications: *This permission allows Em bot to send notifications to users when the bot is installed.*

    * Access my profile information such as my name, email address, company name, and preferred language: *This permission allows the Empuls app to identify the user and share relevant information with him.*

    * Receive messages and data that team or chat members provide to it in a channel or chat: *This permission allows users to interact with the Empuls bot using tagging Empuls in the conversation.*

    * Send messages and notifications in a channel or chat: *This permission allows the Empuls app to share appreciation messages on the channel and group chats.*

    * Access information from this team or chat such as team or chat name, channel list, and roster (including team or chat member's names and email addresses) - and use this to contact them: *This permission is a prerequisite of the previous permission. Empuls app needs to know the channels and group chats the user is part of to allow users to share appreciation messages there.*

    * Empuls uses Microsoft Graph API to authenticate users when they open the Personal Empuls Home tab. We get user's basic details, like email, to validate the user. Admin can grant these permissions to provide hassle-free access for the end users.

    Scopes: `User.Read email openid profile offline_access`

    * Empuls also uses another scope **User.Read.All**. This is required only if the admin wants to automatically sync MS Teams profile pictures of users with Empuls, instead of having users add them manually.
  </Accordion>
</AccordionGroup>


# Microsoft Teams: how to use the Empuls app
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/microsoft-teams-usage

A complete guide to using and administering Empuls within Microsoft Teams — recognition, rewards, surveys, and your social intranet, in the flow of work.

**Recognition and rewards, inside Microsoft Teams.** A complete guide to using and administering Empuls within Microsoft Teams.

**Quick link:** [Add Empuls to your Microsoft Teams account](https://teams.microsoft.com/l/app/7ea47aaa-7c43-4fba-82fb-a81223e7cc2c?source=app-details-dialog)

## 1. Overview — Empuls, inside Microsoft Teams

Empuls integrates natively with Microsoft Teams, bringing recognition, rewards, surveys, and your social intranet directly into the platform your employees already use every day.

Instead of asking employees to log into a separate tool, Empuls meets them where they already are. Recognitions happen in the flow of work. Survey nudges arrive in chat. Rewards are redeemed without switching tabs. And everything syncs back to Empuls automatically, giving HR the visibility and data they need to run a meaningful engagement programme.

The result is higher participation, stronger culture, and an engagement platform employees actually use.

<Frame>
  <img alt="Empuls Home tab inside Microsoft Teams showing the Elevate & Celebrate banner" />
</Frame>

## 2. Why the Teams integration

Most recognition programmes fail for the same reason: employees have to go somewhere new to use them. A separate login, a new tab, another app to remember. The tool exists, but participation never follows.

When Empuls lives inside Teams, that friction disappears. Employees recognise teammates mid-conversation, respond to surveys without leaving their workflow, and redeem rewards the moment they get notified. Recognition stops being a task and becomes part of how work happens.

<Note>
  Setup takes under 10 minutes from the Teams admin center, costs nothing to integrate, and needs little to no training for employees.
</Note>

For the full results and methodology behind these numbers, read the [MS Teams Integrations case study](https://www.xoxoday.com/empuls/case-studies/rewardsrecognition-in-ms-teams).

## 3. What you can do inside Teams

Empuls is accessible across three surfaces inside Microsoft Teams: the **Home tab**, the **Chat tab**, and directly inside channels and chats via the **message extension**. Here is a full breakdown of what is available on each surface.

Prefer to watch instead of read? This 2-minute demo video walks through everything below.

<iframe title="Empuls for Microsoft Teams — demo" />

### Home tab

The Home tab gives employees a single view of everything happening across the organisation. It is divided into the following sections.

**Hero banner and points overview**

At the top of the Home tab, employees see their current points summary — including points available to give for recognition and points available to redeem in the rewards store. Quick action buttons to **Go to shop** and **Recognize** are available here.

<Frame>
  <img alt="Home tab hero banner with points summary and Go to shop and Recognize buttons" />
</Frame>

**Feeds**

Shows the latest activity happening across the organisation — including recognitions posted, company updates, team announcements, and social interactions from Empuls. Employees can click any feed item to view the full details.

**Recommendations**

Empuls surfaces items that need attention — including polls to participate in, team discussions needing input, and suggested actions or alerts.

<Frame>
  <img alt="Feeds and Recommendations panels on the Empuls Home tab in Teams" />
</Frame>

**Celebrations**

The Celebrations section surfaces birthdays, work anniversaries, and new joiners across the organisation, organised by date. Employees can switch between the three tabs to see who is celebrating today or in the coming days, and click **Wish** to send a personalised message or appreciation instantly.

<Frame>
  <img alt="Celebrations section showing new joiners with Wish buttons" />
</Frame>

**Recognition Rally (leaderboard)**

Shows a list of top performers and most appreciated employees in the current cycle. Employees can track appreciation momentum and see who is contributing actively to the culture.

<Frame>
  <img alt="Celebrations and Recognition Rally leaderboard side by side" />
</Frame>

**Employee discount programme**

Shows exclusive brand deals and offers enabled through Empuls. Employees can click **Explore** to browse the full catalogue of offers.

**Surveys and quizzes**

Empuls delivers survey and quiz invites directly to employees inside Teams. Employees can view and respond to active surveys and quizzes without leaving the Home tab.

<Frame>
  <img alt="Survey and quiz invites next to the Employee discount programme panel" />
</Frame>

**Wall of Fame**

The Wall of Fame highlights the most recognised employees across the organisation, updated monthly. Employees can browse by month, filter by department or team, and see peer-nominated highlights for each person. Each card shows the employee's name, role, and a recognition message from their peers. The Wall of Fame can also be shared directly from within Teams.

<Frame>
  <img alt="Wall of Fame cards spotlighting the month's top performers" />
</Frame>

**Reports and insights**

Provides personal and team-level insights. Employees can see how often they recognise or get recognised, compare with team and org averages, and understand recognition patterns. Clicking **View Reports & Insights** opens the detailed dashboard.

<Frame>
  <img alt="Wall of Fame and Reports & Insights entry points on the Home tab" />
</Frame>

### Chat tab

The Chat tab is where employees interact directly with the Empuls bot for quick actions without navigating through the Home tab.

**Welcome message and quick actions**

When opening the Chat tab for the first time, employees see a welcome message from the Empuls bot with options to **Appreciate** a colleague, **Learn more about Empuls**, or start typing a message directly.

<Frame>
  <img alt="Empuls bot welcome message and quick actions in the Teams Chat tab" />
</Frame>

**Recognise teammates from chat**

Employees can recognise colleagues directly from chat using the **Appreciate** button or by typing "Recognize". The recognition flow lets employees search for a teammate by name or email, select the person, choose a value card or award, add a message, and submit.

<Frame>
  <img alt="Select People search when recognising a teammate from Teams chat" />
</Frame>

**Redeem reward points**

Employees can redeem points from chat using the **Redeem Points** command or via automated reminders sent by Empuls. The bot shows the current points balance and a **Go To Store** button to open the full rewards catalogue.

<Frame>
  <img alt="Rewards catalogue with gift card options opened from the Empuls bot" />
</Frame>

**Surveys, nudges, and notifications**

The Chat tab is where Empuls delivers survey and quiz invites, recognition alerts, approval notifications, and nudges to participate or respond. Employees can open and complete surveys directly from the chat thread.

<Frame>
  <img alt="Empuls bot delivering an announcement in the Teams chat thread" />
</Frame>

**Commands and prompts**

Employees can view all available shortcuts by clicking **View Prompts** at the bottom of the Chat screen. Available commands include **Recognize**, **Redeem Points**, **Help**, and **Survey Responses**.

<Frame>
  <img alt="Mood-o-meter survey and prompt suggestions in the Empuls chat" />
</Frame>

### Inside channels and chats (message extension)

The Empuls message extension is available in all Teams channels and group chats, allowing recognition to happen directly in the flow of conversation.

**Recognise from a channel or chat**

Employees can give value cards, monetary awards, or nominations without leaving the channel.

Steps to add MS Teams on chat and appreciate peers:

<Steps>
  <Step title="Add Empuls from the app menu">
    Click on the three dots on your Teams group to add Empuls.

    <Frame>
      <img alt="Search for apps menu in Teams with Empuls available to add" />
    </Frame>
  </Step>

  <Step title="Continue to add Empuls">
    Click **Continue** and Empuls will be added to your chat.

    <Frame>
      <img alt="Prompt asking to add Empuls to the channel or chat, with a Continue button" />
    </Frame>
  </Step>

  <Step title="Open a channel or group chat">
    Open any channel or group chat in Teams.

    <Frame>
      <img alt="Empuls added confirmation with an Appreciate action in the Teams chat" />
    </Frame>
  </Step>

  <Step title="Recognise a teammate">
    Select the teammate, choose an award or core value, write a message, and submit.

    <Frame>
      <img alt="Select People screen to recognise a teammate from a Teams channel" />
    </Frame>
  </Step>
</Steps>

<Note>
  If the award requires approval, the recognition post is published after the approver reviews it.
</Note>

## 4. Admin setup and controls

This section covers everything IT administrators and HR admins need to deploy, configure, and manage the Empuls app across the organisation.

### Installation guide for IT admins

Deploy and configure the Empuls app across the organisation via the Microsoft Teams admin center.

**Install Empuls for all employees (Add to Me)**

This installs Empuls as a personal app for every employee in their individual Teams space. Once deployed, employees will see Empuls pre-installed and pinned in their Teams app bar and messaging extensions without having to search for or install it themselves. This is the recommended deployment method as it ensures organisation-wide access from day one, with no action required from individual employees.

<Steps>
  <Step title="Log in to the Teams admin center">
    Log in to the Microsoft Teams admin center at [admin.teams.microsoft.com](https://admin.teams.microsoft.com).
  </Step>

  <Step title="Find Empuls in Manage apps">
    Go to **Teams Apps** and select **Manage apps**, then search for Empuls.

    <Frame>
      <img alt="Manage apps page in the Teams admin center with Empuls in the results" />
    </Frame>
  </Step>

  <Step title="Open Setup policies">
    Go to **Setup policies** and select **Global (Org-wide default)**.

    <Frame>
      <img alt="App setup policies page with the Global org-wide default policy" />
    </Frame>
  </Step>

  <Step title="Add Empuls under Installed apps">
    Under **Installed apps**, click **Add apps** and add Empuls. This pre-installs it for all users.

    <Frame>
      <img alt="Installed apps and pinned apps sections with Empuls added" />
    </Frame>
  </Step>

  <Step title="Pin Empuls under Pinned apps">
    Under **Pinned apps**, click **Add apps** again and pin Empuls to the Teams app bar and messaging extensions.
  </Step>

  <Step title="Save">
    Scroll down and click **Save**.
  </Step>
</Steps>

**Install Empuls on Teams channels (Add to Team / Add to Chat)**

This installs Empuls as a message extension on specific channels or group chats, allowing recognition to be sent directly from those channels.

<Steps>
  <Step title="Log in to the Teams admin center">
    Log in to the Microsoft Teams admin center at [admin.teams.microsoft.com](https://admin.teams.microsoft.com).
  </Step>

  <Step title="Find Empuls in Manage apps">
    Go to **Teams Apps** and select **Manage apps**, then search for Empuls.

    <Frame>
      <img alt="Manage apps page in the Teams admin center with Empuls selected" />
    </Frame>
  </Step>

  <Step title="Select Add to Teams">
    Select **Add to Teams**.
  </Step>

  <Step title="Choose channels and save">
    Choose the required channels and click **Save**.
  </Step>
</Steps>

**Permissions required**

**Mandatory, SSO.** The following permissions must be granted with admin consent to allow employees to access the Empuls Teams app via SSO:

* `User.Read`
* `email`
* `openid`
* `profile`
* `offline_access`

To grant admin consent, go to **Permissions** and select **Grant admin consent for the organisation**.

<Frame>
  <img alt="Azure portal Permissions page with Grant admin consent for the organisation highlighted" />
</Frame>

### Empuls admin controls

HR admins have a dedicated set of controls inside Teams to manage and configure the Empuls platform for the organisation. These are accessible directly from the Empuls app inside Teams under **Admin Settings**.

**Configure messages**

Publish all awards, appreciations, and other automated messages by Em Bot to a selected Team or Group Chat. This ensures recognition moments are visible to the whole organisation in one dedicated channel.

<Steps>
  <Step title="Open Admin Settings">
    Open the Empuls app inside Teams and go to **Admin Settings**.

    <Frame>
      <img alt="Admin Settings panel inside the Empuls Teams app" />
    </Frame>
  </Step>

  <Step title="Select Team or Group Chat">
    Under **Configure messages**, click **Select Team or Group Chat**.
  </Step>

  <Step title="Choose where messages are published">
    Then select the Team or Group Chat where you want all Empuls messages published.

    <Frame>
      <img alt="Edit Configuration screen choosing a group chat and message types to publish" />
    </Frame>
  </Step>

  <Step title="Select message types and save">
    Select the types of messages to be published and save.
  </Step>
</Steps>

**New user**

Add, update, or remove user accounts from the Empuls admin centre. HR admins can update an individual user or make bulk updates across the organisation. Clicking **Add New User** or **Import All Users** opens the Empuls admin centre directly from within Teams.

*Add new users individually*

To add an individual employee, click **Add New User**. Fill in the basic details (name, work email, and user access role) along with any relevant professional and personal details, then click **Save**.

<Frame>
  <img alt="Add new user form with basic, professional, and personal details" />
</Frame>

*Import all users*

To add multiple employees at once, click **Import All Users**. This opens a 5-step bulk upload flow.

<Steps>
  <Step title="Pre-import data settings">
    Review the guidelines before proceeding. Upload a `.csv` file with a maximum of 1000 users at a time. Required fields are first name, last name, and email address. Download the sample template if needed.

    <Frame>
      <img alt="Pre-import data settings dialog with upload guidelines" />
    </Frame>
  </Step>

  <Step title="Upload employee data file">
    Upload your employee data file.

    <Frame>
      <img alt="Upload Employee Data File step with a drag-and-drop area" />
    </Frame>
  </Step>

  <Step title="Define your employee data">
    Map the columns from your file to the correct Empuls fields.
  </Step>

  <Step title="Data upload preview">
    Review the preview to confirm the records are valid.
  </Step>

  <Step title="Invite users to Empuls">
    Choose to send invites now or later, then complete the import.
  </Step>
</Steps>

**Sync profile picture**

Enable automatic syncing of each employee's Microsoft Teams profile photo to their Empuls profile. Once enabled, employee profiles stay consistent across both platforms without any manual effort from employees or HR.

<Steps>
  <Step title="Enable sync">
    Under **Sync Profile Picture** in Admin Settings, click **Enable**.

    <Frame>
      <img alt="Admin Settings with the Sync Profile Picture option" />
    </Frame>
  </Step>

  <Step title="Automatic sync">
    Once enabled, Teams profile pictures will automatically sync to Empuls for all users.
  </Step>
</Steps>

**Reports and insights**

Access programme-level reports directly from within Teams. Clicking **Reports and Insights** opens the full reporting dashboard in the Empuls admin centre with the following report types available:

* Recognition Report
* Budget Report
* Redemption Report
* Gift Report
* My Organisation Report
* Raw Data

Each report can be filtered by date range, viewed by a specific person or role, and further refined using pivot and filter options. Reports live in the Empuls admin centre — Teams simply gives you a direct route in, so you never have to go looking for a separate login.

<Frame>
  <img alt="Reports & Insights dashboard with recognition report and filters" />
</Frame>

## 5. FAQs

<AccordionGroup>
  <Accordion title="I am unable to find the Empuls app in the Microsoft Teams app store. What should I do?">
    You won't be able to find the Empuls app if your Microsoft Teams admin has blocked users from accessing public (third-party) apps from the store. Ask your admin to enable Empuls on the Microsoft Teams app store. Refer to the installation guide above for more information.
  </Accordion>

  <Accordion title="I am seeing an “Approval Required” error when trying to install Empuls. What does this mean?">
    This appears when the Microsoft admins at your organisation have added controls to prevent users from installing or using apps from the Microsoft store. To resolve it:

    * In the input box, enter your reason for using the Empuls app and click **Request Approval**. This submits your request to your Microsoft admin.
    * Your Microsoft admin can see the request in the Azure portal under the Enterprise applications section.
    * The Microsoft admin can then allow the Empuls app so all users can sign in without additional permissions.

    Once approved, all users can log in and start using the Empuls app.
  </Accordion>

  <Accordion title="What permissions does the Empuls app require and why?">
    Empuls requires the following permissions, granted with admin consent, to authenticate employees via SSO: `User.Read`, `email`, `openid`, `profile`, and `offline_access`. These allow employees to sign in to the Empuls Teams app securely without a separate login.
  </Accordion>

  <Accordion title="Can I use Empuls on Teams without logging into the Empuls platform separately?">
    Yes. Once SSO permissions are granted, employees are authenticated automatically through Microsoft Teams and do not need to log into Empuls separately.
  </Accordion>

  <Accordion title="How do I uninstall the Empuls app from a Microsoft Teams channel?">
    You can uninstall the app from a channel by navigating to the Apps section from the Manage Team option.
  </Accordion>

  <Accordion title="How do I uninstall the Empuls bot from my chat section?">
    You can uninstall the Empuls bot from your account by following these steps:

    * Navigate to the chat section.
    * Hover on the Empuls app.
    * Right-click on the app and select **Uninstall**.
  </Accordion>

  <Accordion title="Does the Teams integration cost anything?">
    No. The Microsoft Teams integration is free to connect and takes under 10 minutes to set up from the Teams admin center.
  </Accordion>

  <Accordion title="Will all employees automatically get access to Empuls once the IT admin deploys it?">
    Yes, when the IT admin uses the "Install for all employees (Add to Me)" method. Empuls is pre-installed and pinned in every employee's Teams app bar and messaging extensions, with no action required from individual employees.
  </Accordion>

  <Accordion title="What happens to a recognition if it requires approval?">
    If the award requires approval, the recognition post is published after the approver reviews it.
  </Accordion>

  <Accordion title="Is the Empuls Teams integration available on mobile?">
    Yes. Empuls works inside the Microsoft Teams mobile app, so employees can recognise teammates, redeem rewards, and respond to surveys on the go.
  </Accordion>
</AccordionGroup>

***

**Bring recognition into the flow of work.** Free to connect, live in under 10 minutes from the Teams admin center, with little to no training needed for employees.

<CardGroup>
  <Card title="Talk to our team" href="https://www.xoxoday.com/empuls/demo">
    Get a walkthrough of Empuls inside Microsoft Teams.
  </Card>

  <Card title="Explore Empuls" href="https://www.xoxoday.com/empuls">
    Learn more about the Empuls engagement platform.
  </Card>
</CardGroup>

<script type="application/ld+json" />

<script type="application/ld+json" />


# MS Teams
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/ms-teams

Empuls’s Microsoft Teams integration puts Empuls recognition tools directly inside Microsoft Teams, without extra logins.

Keep your team updated on all matters related to your sales compensation plan. Send personalized notifications to your team about any changes or adjustments in their incentive structures, payouts, and calculation logic.

## How does the integration work?

<Frame>
  <img alt="Diagram showing how Compass syncs sales compensation data to MS Teams" />
</Frame>

## Step 1: Connect your database

After logging into Compass go to the integrations tab and select MS Teams. Login with relevant credentials and authenticate the data transfer. Select the objects that you want to import

## Step 2: Map Fields

Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.

## Step 3: Create incentive programs

Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.

# How to set up this integration?

Reach out to your Compass account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# MS Teams overview
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/ms-teams-overview

Empuls’s Microsoft Teams integration puts Empuls features directly inside Microsoft Teams, without extra logins.

Keep your team updated on all matters related to your sales compensation plan. Send personalized notifications to your team about any changes or adjustments in their incentive structures, payouts, and calculation logic.

## How does the integration work?

<Frame>
  <img alt="Diagram showing how Compass syncs sales compensation data to MS Teams" />
</Frame>

## Step 1: Connect your database

After logging into Compass go to the integrations tab and select MS Teams. Login with relevant credentials and authenticate the data transfer. Select the objects that you want to import

## Step 2: Map Fields

Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.

## Step 3: Create incentive programs

Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.

# How to set up this integration?

Reach out to your Compass account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Adding Empuls app to Outlook
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/outlook

Connect Adding Empuls app to Outlook with Empuls to automate employee data sync and extend your engagement programs.

Click [here](https://teams.microsoft.com/l/app/7ea47aaa-7c43-4fba-82fb-a81223e7cc2c?source=app-details-dialog) to add the Empuls app to your Outlook account.

## Installation Guide

## For Microsoft Teams / IT Administrators

This section guides Admins through installing the Empuls app on Microsoft Outlook for their organisation through the Microsoft Outlook admin center.

## Permissions for Installations

User.Read: Allows users to sign-in to the app, and the app to read the profile of signed-in users. It allows the app to read basic company information of signed-in users.

OpenID: Allows users to sign-in to the app with their work or school accounts and allows it to see basic user profile information.

## Adding Empuls app to Outlook

Empuls app can be installed as a 1:1 chatbot for all employees (Referred to as Add to me) and as a bot to send appreciations/awards on channels (Referred to as Add to Team/Add to Chat).

Employees can access their Empuls account from Outlook when the app is installed on their personal space (Referred to as Add to Me in the MS Outlook Apps store).

To install the Empuls app for all users in your organisation:

* Log in to the Microsoft Outlook admin center.
* Click on **Outlook Apps > Setup Policies.**
* Click on **Global (Org-wide default)** option to edit the policy.
* Click on **Add Apps** option under Installed App section. This allows you to add the Empuls app to the default installed app for all users.
* Click on \*\*Add Apps \*\*option under Pinned App section. This allows you to pin the Empuls app in messaging extensions and the Outlook app bar.
* Scroll to the end of the page to **Save** the changes.

Voila! Empuls is installed for all users on your instance.

## Installing Empuls app on all Channels

With the Empuls app added as a message extension on all your Outlook, you may install it on all or a few select channels from their admin console.

* Log in to the Microsoft Outlook admin center.
* Click Outlook apps > Manage Apps Search for Empuls app on the app list table and select the Add to Outlook option
* Click on the Add to Outlook link to see the channel in the right-hand side panel, select and save.

All Done! Empuls app is now added to all employees and channels.

## User Guide

## Appreciate & Reward your team

* Give value cards, monetary awards, or nominate co-workers on Outlook in 3 simple steps.
* Go to channel/group chat on your Outlook app where you wish to appreciate your teammate.
* Click on the Empuls icon on the message extension box to initiate recognition.
* Enter details of who you wish to appreciate, the award/core value to be given, and your reason for the appreciation, and Submit. If the award requires approval, your appreciation message will be published after the approver reviews it.

You may be asked to add the Empuls app to the selected channel.

## Redeem Reward Points

You can buy gift cards using points that you have received as a reward using *the Redeem Points* Command on the 1:1 Chat with Empuls.

*Unable to find Empuls on your Teams chat? Install the app by clicking on this [link](https://teams.microsoft.com/l/app/7ea47aaa-7c43-4fba-82fb-a81223e7cc2c?source=app-details-dialog).*

## Share Feedback

Share your feedback with your organisation and peers by responding to surveys on Empuls. You will be notified about this on a 1:1 chat with Empuls.

Alternately, Navigate to \*\*Empuls app > Home > Survey and Quiz Invites \*\*and click on **Respond Now.**

## Reports and Insights

Access and view **Reports and Insights** on appreciation, rewards budget and engagement for you and your team.

More features are coming soon. For all features, explore the Empuls web app: [https://www.empuls.io/](https://www.empuls.io/)

## Controls for Empuls Administrators

## Publish events on an Outlook Channel

This feature allows Admins to automatically publish all events like award, appreciation, birthday, and work anniversary messages posted on Empuls Home Page to a dedicated channel/group chat on Outlook.

Here are the steps for setting this up

* Select a public channel on MS Outlook where you want all Empuls messages published. Install Empuls app on it.
* Go to Empuls > Admin > Integrations > Microsoft Outlook to start the setup.
* Click on **Click Here** button. If you don't see this button, move on to the next step.

Once downloaded, you may review the permissions in the respective tab, attached in the image below.

* Click on **Select Outlook or Group Chat** button to view a fullscreen pop-up with the title **Edit Configuration**.
* In the Edit Configuration Pop-up, select a Team or a group chat where you wish to publish all Empuls messages.
* Select the type of messages to be published on your team channel and click on **Save.**

Voila! The setup is complete. Empuls app will start publishing messages on selected channel whenever they are published on Townhall or any other group.

## How to add MS Outlook on Chat?

* Click on **three dots** on your Outlook group to add Empuls.
* Click on **Continue** and Empuls will be added to your chat.

## How to pre-pin Empuls app on Outlook?

The pre-pin option ensures that employees can easily find Empuls app on their Outlook account. Here are the steps for Prepinning Empuls app.

* Log in to **Microsoft Outlook admin center.**
* Click on **Outlook Apps> Setup Policies.**
* Click on **Global (Org-wide default)** option to edit the policy
* Click on \*\*Add Apps \*\*option under the Installed App section,
* Click on **Add Apps** option under Pinned App section, this allows you to pin the Empuls app in messaging extensions and Teams app bar.

## How to get support?

Reach out to us at [support@empuls.io](mailto:support@empuls.io), or you can send us a message on Empuls Web app messenger.
​
​


# Slack
Source: https://help-empuls.xoxoday.com/admin/integrations/collaboration/slack

Connect Slack with Empuls to deliver peer recognition and rewards right inside the tool your team already uses daily.

Recognize, reward, and listen to your employees without leaving Slack.

## Why this integration?

Organisations invest in several tools to drive multiple people engagement initiatives, increasing the complexity of their HR tech stack. Empuls is natively integrated with Slack, so recognition, rewards, and feedback happen in the same place your teams already work. Empuls helps build a people-focused workplace culture by making recognition and rewards a daily habit, not a quarterly event.

<Frame>
  <img alt="Empuls Home tab open inside a Slack workspace showing recognition and rewards actions" />
</Frame>

For more details, see the [Empuls app on the Slack app directory](https://slack.com/apps/A0133UTFXHP-empuls).

## With this integration, you can

Prefer to watch instead of read? This video covers the full employee guide to Empuls for Slack.

<iframe title="Empuls for Slack — full employee guide" />

1. **Recognize and celebrate achievements** — empower employees to appreciate each other's contributions with peer, manager, and values-based recognition, right from the Home tab or a Slack channel.
2. **Reward good performance** — send gifts and let employees redeem points from a global catalog of 10M+ options: gift cards, merchandise, and experiences across 150+ countries, each with localised reward options and pricing in the local currency.
3. **Run nominations and awards** — review and act on open nominations for jury and peer-voted awards directly from the Empuls Home tab in Slack.
4. **Create opportunities for feedback** — measure employee sentiment with pulse, eNPS, and lifecycle surveys, and respond to survey invites without leaving Slack.
5. **Track recognition and engagement** — check the Wall of Fame and Leaderboard, and look up teammates through the employee directory, all inside Slack.
6. **Automate celebrations** — birthdays, work anniversaries, and service milestones post automatically, so no occasion is missed.

## How to set up this integration

Prefer to watch instead of read? This video walks through installing and configuring the Empuls app on Slack.

<iframe title="Installing and configuring the Empuls app on Slack" />

The Super Admin can set up the Slack and Empuls integration in less than a minute.

<Steps>
  <Step title="Log in to Empuls">
    Log in to your Empuls account.
  </Step>

  <Step title="Open the Admin Dashboard">
    Go to the **Admin Dashboard** by clicking **Reports and Admin**.
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to **Integrations**.
  </Step>

  <Step title="Select the Slack app">
    Select the **Slack** app.

    <Frame>
      <img alt="Integrations page in Empuls with the Slack app highlighted" />
    </Frame>
  </Step>

  <Step title="Manage the Slack app">
    Click **Manage Slack App** to start the integration process.

    <Frame>
      <img alt="Slack integration page in Empuls showing capabilities and slash commands" />
    </Frame>
  </Step>

  <Step title="Proceed to Slack">
    Click **Proceed** in the pop-up box to be redirected to Slack and complete the setup.
  </Step>

  <Step title="Allow the required permissions">
    Allow the required permissions in your Slack account.

    <Frame>
      <img alt="Slack OAuth permissions screen requesting workspace access for the Empuls app" />
    </Frame>

    Once granted, you'll see a confirmation that the Slack integration is successful.

    <Frame>
      <img alt="Empuls confirmation banner showing the Slack integration was set up successfully" />
    </Frame>
  </Step>

  <Step title="Start using Empuls in Slack">
    The Empuls bot is now ready to use. Open the Empuls **Home** tab in Slack to recognize, redeem, and check your Wall of Fame — or use the `/empuls` command for quick actions.

    <Frame>
      <img alt="Empuls Home tab in Slack ready to use with Recognize, Redeem, and Wall of Fame actions" />
    </Frame>
  </Step>
</Steps>

## Empuls in Slack

Everything you can do with Empuls once it's added to your Slack workspace.

### Home tab

The main screen for Empuls inside Slack — a row of quick actions at the top, a list of things that need your attention, and any surveys waiting for you.

<Frame>
  <img alt="Empuls Home tab with quick actions and high-priority items" />
</Frame>

### Quick actions

**Recognize** — give a shoutout to a coworker.

<Steps>
  <Step title="Start a recognition">
    Click **Recognize**.
  </Step>

  <Step title="Choose the coworker">
    Type or select the coworker's name, then click **Next**.

    <Frame>
      <img alt="Recognize flow in Slack with a coworker search field to choose who to appreciate" />
    </Frame>
  </Step>

  <Step title="Add an award and message">
    Pick an award or core value, write a short note, and pick a channel to post it in. Click **Appreciate**.

    <Frame>
      <img alt="Selecting an award or core value and adding a message" />
    </Frame>
  </Step>

  <Step title="It posts everywhere">
    It posts right away with your note and a graphic, and shows up on the Empuls web and mobile apps too.

    <Frame>
      <img alt="Empuls recognition card with award graphic and note posted in a Slack channel" />
    </Frame>
  </Step>
</Steps>

**Send gifts** — send someone a reward for a specific occasion, like a wedding, work anniversary, or "just because."

<Steps>
  <Step title="Start a gift">
    Click **Send Gifts**.
  </Step>

  <Step title="Pick the occasion and recipients">
    Pick the occasion and who gets it, then click **Next**.

    <Frame>
      <img alt="Send Gifts step in Slack selecting the occasion and recipients for a reward" />
    </Frame>
  </Step>

  <Step title="Review the message">
    Check the message that comes with it, then click **Next**.

    <Frame>
      <img alt="Send Gifts step in Slack previewing the gift message that recipients will see" />
    </Frame>
  </Step>

  <Step title="Send the gift">
    Review the number of recipients and total points, then click **Send Gift**.

    <Frame>
      <img alt="Reviewing recipients and total points before sending" />
    </Frame>
  </Step>
</Steps>

**Redeem** — spend your points on rewards, gift cards, merchandise, travel, hotels, and more.

<Steps>
  <Step title="Open Redeem">
    Click **Redeem** and check your point balance and its value at the top of the page.
  </Step>

  <Step title="Browse the catalog">
    Browse by category (Merchandise, Gift Cards, Company Store, Health & Wellness, Experiences, Flights, Mobile Recharge, Lounge, Charity, Hotels, Miles), or use the **Filters** and **Price range** on the left to narrow things down.

    <Frame>
      <img alt="Empuls Redeem catalog in Slack with reward categories, filters, and price range" />
    </Frame>
  </Step>

  <Step title="Switch country if needed">
    Switch countries from the dropdown (top right) to see rewards available in a different location.

    <Frame>
      <img alt="Country dropdown in the Empuls Redeem catalog to switch reward availability" />
    </Frame>
  </Step>

  <Step title="Complete the purchase">
    Pick a reward and complete the purchase with your points.

    <Frame>
      <img alt="Empuls Redeem checkout in Slack completing a gift card purchase with points" />
    </Frame>
  </Step>

  <Step title="Track your orders">
    Check **Order History** or **My Collections** anytime to see what you've redeemed before.

    <Frame>
      <img alt="Empuls Order History in Slack listing previously redeemed rewards and gift cards" />
    </Frame>
  </Step>
</Steps>

**Wall of Fame** — a feed of everyone who's recently been recognized. Click **Wall of Fame**, pick a month (or **More** for earlier ones), and browse the cards to see who was recognized and why. Use **Filters** to narrow the list, or **Share** to send it elsewhere.

<Frame>
  <img alt="Empuls Wall of Fame in Slack showing recognition cards grouped by month" />
</Frame>

**Leaderboard** — a ranking of who has the most points this month. Click **Leaderboard** to see the top point earners for the current month, and **See all** for the full ranking.

<Frame>
  <img alt="Empuls Leaderboard in Slack ranking the top point earners for the current month" />
</Frame>

**My profile** — your own info: birthday, join date, bio, skills, and any upcoming birthdays or work anniversaries. Click **My Profile** to view them, and **Privacy settings** to control what others can see about you.

**Employee directory** — a searchable list of everyone at the company. Click **Employee Directory**, search by name or keyword (or switch to the org-chart view), and click a person to see their email and other details.

### High priority actions

A running list of things that need your attention, with a **Take Action** link on each — for example, a low wallet balance warning, and counts of open nominations waiting for review.

<Frame>
  <img alt="High priority actions list on the Empuls Home tab with Take Action links in Slack" />
</Frame>

### Open nominations

A more detailed list further down the Home tab. Each entry shows who nominated someone, what it's for, and any note attached, with a **Review Nomination** button to act on it.

<Frame>
  <img alt="Open award nominations on the Empuls Home tab in Slack with Review Nomination buttons" />
</Frame>

### Survey and quiz invites

Any survey or quiz you've been asked to complete, with the full message from whoever sent it and a **Respond Now** button.

<Frame>
  <img alt="Survey and quiz invites on the Empuls Home tab in Slack with Respond Now buttons" />
</Frame>

### Admin settings

Where an admin controls how Empuls behaves in Slack for the whole workspace:

1. Allow or restrict users from publishing appreciation messages in all channels.
2. Choose whether recognitions posted on the Empuls web app get automatically copied into a Slack channel.
3. Choose which channel birthday wishes post to.
4. Choose which channel work anniversary wishes post to.
5. Choose which channel new joiner announcements post to.
6. Choose which channel each leaderboard posts its updates to — you can run more than one leaderboard, each pointing at a different channel.
7. Turn automatic profile photo syncing from Slack on or off.

<Frame>
  <img alt="Empuls Slack admin settings for channel routing of birthdays, anniversaries, and leaderboards" />
</Frame>

### Messages tab

**Published recognition messages** — shows the actual recognition post: who got the award, who gave it, their note, and the award graphic. Every post carries a "Recognitions powered by Empuls" footer. From your own notification, you can click **View Published Message** to jump to where it was posted, or **Share on LinkedIn** to post the recognition publicly outside Slack.

**Direct bot conversation** — type `/` in any Slack message box to bring up Empuls commands directly, without opening the Home tab. Two are available: `/appreciate` (recognize and reward a coworker) and `/redeem` (use your points to buy gift cards, experiences, and more).

### Automated channels

* **#birthday-wishes** — birthday messages post here automatically.
* **#work-anniversary-wishes** — the same, for work anniversaries.
* **Custom appreciation channels** — some companies set up an extra channel just for shoutouts and recognition posts.

### Notifications

You get pinged the moment someone recognizes you, sends you a reward, or when a survey or nomination needs your answer.

## How to remove this integration

<Steps>
  <Step title="Disable on Slack">
    In Empuls, go to the **Admin Dashboard**, then **Integrations**, then select the **Slack** app. Click **Manage Slack App**, then click **Disable on Slack**.

    <Frame>
      <img alt="Disable on Slack option in the Slack integration settings" />
    </Frame>
  </Step>

  <Step title="Confirm removal">
    It will ask whether you really want to remove the integration. Click **Proceed** in the pop-up box.

    <Frame>
      <img alt="Empuls confirmation pop-up asking to Proceed with removing the Slack integration" />
    </Frame>
  </Step>

  <Step title="Open in Slack">
    You'll be redirected to Slack to remove the integration. Click **Open in Slack**.

    <Frame>
      <img alt="Browser prompt with an Open in Slack button to finish removing the Empuls app" />
    </Frame>
  </Step>

  <Step title="Remove the app">
    Click the cross beside the Empuls app. It will disappear from your Slack Apps tab.

    <Frame>
      <img alt="Slack Apps tab with the cross icon next to Empuls used to remove the app" />
    </Frame>
  </Step>
</Steps>

## FAQs

<AccordionGroup>
  <Accordion title="Will all awards and appreciation sent on Empuls be visible on Slack?">
    Yes. Recognition works both ways: anything sent on Empuls shows up on Slack, and anything sent through Slack shows up on the Empuls web and mobile apps too.
  </Accordion>

  <Accordion title="Will employees receive birthday and work anniversary wishes on Slack?">
    Yes. By default, these post to dedicated channels (#birthday-wishes and #work-anniversary-wishes). Your admin can change which channel each one posts to from the Slack integration settings in Empuls.
  </Accordion>

  <Accordion title="Are employees required to remember commands to use the Empuls app on Slack?">
    No. Open the Empuls Home tab in Slack to recognize a coworker, send gifts, redeem points, check the Wall of Fame or Leaderboard, or look up the employee directory — all without typing anything. If you'd rather type, Empuls also supports quick commands in the message box.
  </Accordion>

  <Accordion title="Can I respond to surveys and act on award nominations directly in Slack?">
    Yes. Any survey or quiz you're invited to, and any award nomination waiting on you, shows up in the Home tab with a button to respond or take action right there.
  </Accordion>

  <Accordion title="Can I share a recognition I received outside of Slack?">
    Yes. From your recognition notification, click **Share on LinkedIn** to post it publicly.
  </Accordion>

  <Accordion title="Can admins control where automated messages post?">
    Yes. Admins can choose the channel for birthday wishes, work anniversary wishes, new joiner announcements, and leaderboard updates, and can turn on or off whether recognitions posted on the Empuls web app get copied into a Slack channel.
  </Accordion>

  <Accordion title="Is it possible to change the Empuls bot name to something else?">
    Yes. Slack lets users change the bot name for their own instance. Open the app details for Empuls in Slack, select **Configuration**, edit the bot username field, enter a new name, and save.
  </Accordion>
</AccordionGroup>

<script type="application/ld+json" />

<script type="application/ld+json" />


# AceNgage
Source: https://help-empuls.xoxoday.com/admin/integrations/consultation-partners/acengage

AceNgage integrates with Empuls to bring employee sentiment and engagement data into a single engagement view for HR teams.

## About Acengage

AceNgage is an employee engagement and experience company that helps organizations truly listen to their people, not just collect survey scores. Rather than treating engagement as a checkbox, AceNgage focuses on understanding what employees think, feel, and need at every stage of their journey, from before joining, through their time at the company, to the moment they leave.

At its core, AceNgage is about turning honest conversations and real feedback into practical actions that help teams stay motivated, stay connected, and stay longer.

## Why the partnership between Acengage and Xoxoday matters

* **Unified Listening + Action**

  Acengage captures real-time employee sentiment, while Empuls enables immediate engagement and recognition—creating a seamless “listen, understand, act” cycle for stronger employee experiences.

* **Deep, Multi-Source Insights**

  Pulse Surveys and 360° Feedback uncover meaningful patterns across teams, enabling organisations to identify issues, strengths, and blind spots earlier and more accurately.

* **Integrated Engagement Workflows**

  Insights from Acengage feed directly into Empuls workflows—triggering recognition, manager coaching, and well-being initiatives that turn feedback into tangible cultural improvements.

* **Simpler, Faster HR Operations**

  One connected ecosystem reduces tool fragmentation, lowers administrative effort, and accelerates action—helping HR teams improve culture, well-being, and retention with less complexity.

## What AceNgage Offers?

## 1. Listening & Insight Tools

AceNgage doesn’t just ask questions, it *decodes what’s really going on*. The platform captures employee sentiment in real time and turns it into insights leaders can act on.

**Key services include:**

* **360° Listening & Pulse Surveys** – Quick, ongoing check-ins that surface real feelings, not just numbers.
* **Real-Time Feedback** – Insights that help HR take action *before* issues escalate.

## 2. Employee Lifecycle Engagement

AceNgage supports engagement at every phase of the employee journey:

* **Candidate Engagement:** Stay connected from offer letter to Day 1 and reduce drop-offs before onboarding begins.
* **New Hire Engagement:** Check in during the first 90 days to build strong early connections and reduce early exits.
* **Tenured Employee Engagement:** Track motivation and catch silent disengagement before it becomes a problem.

## 3. Exit Interview Intelligence

Most exit interviews give HR a farewell summary. AceNgage goes deeper. By conducting *neutral, structured conversations*, they uncover the real reasons people leave, helping organizations fix issues and reduce repeat attrition.

## 4. Retention Prediction & Action

With tools like **AceRetain**, AceNgage combines AI with human conversations to predict turnover risk early and engage at-risk employees before they resign.

## 5. Manager Development

Engagement doesn’t happen without good managers. AceNgage equips team leaders with skills to:

* Listen better
* Coach more effectively
* Spot early signs of disengagement
* Strengthen team relationships

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# BeatRoute – Empuls
Source: https://help-empuls.xoxoday.com/admin/integrations/consultation-partners/beatroute

BeatRoute integrates with Empuls to bring field-sales performance tracking into a single engagement view for HR teams.

BeatRoute integrates with Empuls to transform sales achievements into instant rewards. By connecting your goal-driven sales execution with a global recognition platform, you can motivate your field of force and channel partners in real-time, driving higher productivity and engagement across your entire route-to-market.

## **About BeatRoute**

BeatRoute is a Goal-Driven Sales Enablement Platform designed for retail businesses and field forces. It provides specialized tools for SFA, DMS, and Retailer Engagement, helping brands achieve predictable sales growth. Trusted by leading global brands, BeatRoute uses AI to guide sales reps and partners toward specific business outcomes through intelligent nudges and optimized workflows.

## **Why This Integration?**

The BeatRoute and Empuls integration bridges the gap between sales performance and meaningful appreciation. Instead of waiting for monthly cycles, this connection allows for "spot recognition" at the moment when a sales milestone is reached. Whether it’s hitting a secondary sales target, onboarding a new retailer, or completing a training module, these wins are instantly celebrated on the Empuls social feed.

**With this integration, you can:**

* **Automate Sales Rewards:** Automatically trigger reward points in Empuls when a sales rep or partner achieves their goals in BeatRoute.

* **Boost Field Morale:** Give field teams instant visibility for their hard work on the Empuls "Wall of Fame," fostering a sense of belonging and healthy competition.

* **Streamline Incentive Payouts:** Replace manual voucher distribution with automated digital rewards from Empuls’ extensive global catalog.

* **Incentivize Non-Sales Actions:** Reward "leading indicators" like visual merchandising compliance, route adherence, and market intelligence collection.

Once enabled, BeatRoute communicates achievement data to Empuls, ensuring your rewards program is objective, transparent, and high-impact.

## **How to set up the integration**

To enable the Peoplebox integration for your organization:

* Contact your **Empuls Account Manager** for guided setup support, or

* Reach out to the integration team at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**

The Empuls team will assist you with configuration and activation.


# FayrEdge
Source: https://help-empuls.xoxoday.com/admin/integrations/consultation-partners/fayredge

Connect FayrEdge with Empuls to combine multi-stakeholder culture and experience insights with your recognition and engagement data.

FayrEdge is a unified multi-stakeholder experience platform built on behavioral science frameworks, and continuous listening strategies to help organizations build fair, connected, and high-trust stakeholder experiences.

By applying experience diagnostics, sentiment analysis, and human-centered frameworks, FayrEdge enables businesses to understand what their stakeholders truly feel and need—spanning employees, customers, partners, and investors—while ensuring fairness, empathy, and inclusivity in every interaction.

## What the Collaboration Between FayrEdge and Xoxoday Means

The collaboration between FayrEdge and Xoxoday is built on shared thought leadership and a common vision: to help organizations translate insights into meaningful engagement and cultural transformation.

Together, the two companies bring complementary expertise—FayrEdge offering deep consulting in stakeholder experience and Xoxoday bringing proven practices in recognition, rewards, and engagement design. This collaboration enables organizations to connect listening, understanding, and action through strategic frameworks and advisory support.

## Key Benefits

**For People & Culture Leaders**

* Holistic Experience Insights
  Access frameworks from FayrEdge to better understand stakeholder sentiment, trust, and engagement priorities.
* Continuous Listening Practices
  Adopt ongoing listening and feedback models, moving beyond one-off surveys toward continuous experience improvement.
* Culture-Centric Decision Making
  Combine strategic inputs from both organizations to drive data-informed yet human-centric decisions that nurture belonging, motivation, and retention.

**For Business Leaders and Stakeholders**

* Unified Strategic Perspective
  Gain a shared framework that links listening, cultural insights, and engagement action for stronger organizational alignment.
* Trust & Transparency
  Promote openness by ensuring that stakeholder feedback is thoughtfully acknowledged and acted upon through meaningful initiatives.
* Improved Retention & Growth
  Use shared expertise from FayrEdge and Xoxoday to build trust-based relationships that enhance retention, performance, and business outcomes.

## Moving Beyond Listening Toward Meaningful Action

Organizations can explore the Xoxoday–FayrEdge collaboration to bridge the gap between listening and engagement—helping them create cultures of fairness, inclusion, and sustainable impact.

**[Know more about FayrEdge](https://fayredge.com/?utm_source=newsletter\&utm_medium=Xoxoday\&utm_campaign=partner)**

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Kredmint: smart working capital solutions
Source: https://help-empuls.xoxoday.com/admin/integrations/consultation-partners/kredmint-smart-working-capital-solutions

Connect Kredmint with Empuls to combine working capital financing for teams with your recognition and engagement data.

Kredmint simplifies working capital management for growing businesses. By offering AI-powered cash flow visibility, credit management, and embedded financing, Kredmint helps companies and their distributors, dealers, and retailers improve liquidity, strengthen supply chain relationships, and sustain growth.

## What the collaboration between Kredmint with Xoxoday Compass Means

The collaboration between Kredmint and Xoxoday Compass brings together deep expertise in financial innovation and sales motivation. By aligning best practices from both domains, organizations can discover new ways to balance motivation with financial well-being — ensuring dealers and distributors stay inspired and financially aware.

## Key Benefits

* ## For Sales & Channel Managers

  * Unified Expertise
    Gain access to insights from Xoxoday and Kredmint to better manage incentives, payouts, and credit strategies.
  * Improved Channel Efficiency
    Enable timely payments and rewards for dealers and distributors.

* ## For Channel Partners

  * Smarter Payout Strategies
    Learn from Kredmint and Xoxoday’s shared expertise in designing timely and effective reward and finance programs.
  * Easy Access to Credit
    Get working capital on demand without disrupting sales operations.
  * Financial Visibility
    Monitor collections, invoices, and rewards in one interface.
  * Trust & Transparency
    Build stronger relationships through transparent incentive and payment processes.

## Boost Liquidity and Supply Chain Efficiency with Kredmint

Explore Kredmint to enhance financial resilience through AI-powered cash flow visibility, embedded financing, and intelligent credit management—helping businesses and their partners optimize liquidity and strengthen supply chain relationships.

Know more about [Kredmint](https://kredmint.com/?utm_source=partner\&utm_medium=xoxoday\&utm_campaign=help%20center)

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Connect Peoplebox with Empuls to streamline performance and recognition
Source: https://help-empuls.xoxoday.com/admin/integrations/consultation-partners/peoplebox

Connect Empuls to streamline performance and recognition with Empuls to automate employee data sync and extend your engagement programs.

Empuls integrates with Peoplebox to help you align performance management with employee recognition. By connecting these platforms, you can automatically celebrate achievements tracked in Peoplebox within Empuls and build a high-performance culture.

## **Overview**

Peoplebox is a performance management and employee engagement platform that supports:

* OKR tracking

* 1-on-1 meetings

* Performance reviews

* Real-time engagement surveys

When integrated with Empuls, performance milestones and engagement data from Peoplebox can power automated recognition workflows. This ensures that important achievements are celebrated without manual effort.

## **Why integrate Peoplebox with Empuls?**

The integration bridges the gap between performance tracking and recognition.

With this connection, you can:

* **Celebrate OKR achievements**
  Automatically trigger recognition in Empuls when objectives or key results are achieved in Peoplebox.

* **Sync performance milestones**
  Highlight high performers identified during review cycles for rewards and badges in Empuls.

* **Align engagement insights**
  Connect Peoplebox engagement survey data with social recognition activities in Empuls for a broader view of employee morale.

This reduces administrative overhead and ensures that meaningful contributions never go unnoticed.

## **How the integration works**

Once enabled, the integration ensures a continuous flow of data between Peoplebox and Empuls. Performance updates and engagement milestones from Peoplebox can trigger corresponding recognition workflows in Empuls.

This allows recognition to stay timely, automated, and aligned with measurable outcomes.

## **How to set up the integration**

To enable the Peoplebox integration for your organization:

* Contact your **Empuls Account Manager** for guided setup support, or

* Reach out to the integration team at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**

The Empuls team will assist you with configuration and activation.


# Springworks
Source: https://help-empuls.xoxoday.com/admin/integrations/consultation-partners/springworks

Springworks integrates with Empuls to bring employee culture and engagement consulting into a single engagement view for HR teams.

## About Springworks

Springworks is a people-operations technology company that helps organizations build stronger workplace culture and happier teams. Their product suite includes SpringVerify, a fast and reliable background verification platform, and EngageWith, an employee recognition and engagement tool used within Slack and Microsoft Teams.

Known for championing employee wellbeing and remote-first culture, Springworks has grown to a 400+ member team and maintains a 4.6 rating on Glassdoor.

## Why the Partnership Between Springworks and Xoxoday Matters

The partnership brings together Springworks’ strengths in peer recognition, feedback, and lightweight engagement with Xoxoday’s enterprise-grade rewards, incentives, and engagement automation.

Organizations benefit from a more complete engagement ecosystem—where everyday recognition, micro-feedback, and culture-building tools from Springworks are complemented by Xoxoday’s global rewards marketplace, milestone automation, and deeper analytics. Together, they help HR teams improve culture, boost morale, and scale engagement across distributed and growing teams.

## Benefits for Your Business

* **Enhance Engagement Inside Slack & MS Teams**
  Use EngageWith for instant peer recognition and feedback while leveraging Xoxoday for structured rewards, automated milestones, and global reward delivery.

* **Scale Rewards Without Complexity**
  Pair Springworks’ lightweight R\&R workflows with Xoxoday’s 22,000+ global reward options, multi-currency support, and seamless digital fulfillment.

* **Improve Culture Through Continuous Insights**
  Combine Springworks’ eNPS and anonymous feedback with Xoxoday’s deep surveys and analytics to drive data-led culture improvement.

* **Support Teams at Every Growth Stage**
  Whether you're a startup building culture or an enterprise scaling globally, both platforms together provide flexibility, automation, and a cohesive engagement experience.

* **A Unified “Listen → Engage → Reward” Loop**
  Gather feedback, encourage recognition, and deliver meaningful rewards—all through an integrated ecosystem that drives sustained employee happiness.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# We360.AI: smarter workforce intelligence for modern teams
Source: https://help-empuls.xoxoday.com/admin/integrations/consultation-partners/we360

Sync We360.AI data with Empuls to act on workforce productivity and engagement analytics alongside recognition and rewards insights.

## About We360.ai

We360.ai is an enterprise-grade workforce analytics and monitoring platform powered by “Agentic AI” that turns scattered data into actionable insights. It gives you visibility into attendance, productivity, software usage, workload distribution and engagement — all in one intelligent dashboard.

## Why the partnership between We360.ai and Xoxoday matters

By bringing We360.ai’s deep workforce-analytics capabilities together with Xoxoday’s global rewards, incentive and engagement platform, you gain a complete view of what your teams are doing **and** how you can motivate them better. You’ll get clear data on performance patterns, workload risks and productivity friction points — and couple that with meaningful engagement, recognition and rewards through Xoxoday. This synergy empowers HR, Ops and leadership to move from insight to action faster.

## Benefits for your business

* **Real-time productivity visibility**
  Monitor how tasks, tools and apps are used across your team and uncover hidden bottlenecks or idle capacity.

* **Proactive risk and burnout management**
  Use AI-driven alerts to spot rising disengagement, workload imbalances or attrition risks — and take action before issues escalate.

* **Optimised resource and cost planning**
  Get data on head-count vs workload, task distribution and tool usage to streamline operations and improve ROI.

* **Seamless recognition + reward integration**
  When your analytics uncover high performance or improvement opportunities, trigger engagement and reward workflows through Xoxoday — making recognition timely and relevant.

* **Scalable for any workforce model**
  Whether you’re managing remote, hybrid or on-site teams, We360.ai supports flexible work models, and when combined with Xoxoday, you can engage teams across geographies with ease.

## Support

Ready to get started or need assistance? Reach out to us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Investment advisory & wealth management with Assured Gain
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/assured-gain

Extend your financial wellness program by integrating Assured Gain with Empuls for wealth management advisory.

## **About Assured Gain**

Assured Gain provides investment and financial growth solutions focused on reliable returns and secure wealth-building opportunities for individuals.

## **Why Connect Assured Gain with Xoxoday Empuls**

Add a trusted advisory partner to your benefits stack so employees can make smarter investment decisions, manage finances effectively, and plan their future with structured financial guidance.

## **Key Benefits**

**For HR**

* **Financial wellbeing:** Professional guidance that supports long-term employee stability.
* \*\*Minimal administrative effort: \*\*Partner-led onboarding and communication.
* **Engagement boost:** Practical value employees can use beyond the workplace.

**For Employees**

* **Expert advice:** Smart investment strategies tailored to goals.
* **Holistic planning:** Structured financial plans for short and long term.
* **Confidence & clarity:** Transparent, growth-oriented approach.

## **How Employees Can Use Assured Gain**

Get expert guidance to grow wealth through smart investments, manage finances effectively, and secure the future with well-structured financial planning.

## **Co-Sponsor & Deliver at Scale**

Employers can offer Assured Gain to teams as a turnkey financial wellbeing benefit—driving responsible investing and long-term planning without adding admin burden.

Follow the steps below to bring Assured Gain to your organization.

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to \*\*Program >> Manage Benefits >> Financial Benefits \*\*

    <Frame>
      <img alt="Financial Benefits section under Program Manage Benefits in Empuls" />
    </Frame>
  </Step>

  <Step title="Select Assured Gain">
    * From the list of wellness partners, choose **Assured Gain**

    <Frame>
      <img alt="Assured Gain tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Assured Gain enquiry form with employee count, email, and phone fields" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Assured Gain

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits">
    Navigate to **Benefits**
  </Step>

  <Step title="Select Assured Gain from the available options">
    Select\*\* Assured Gain \*\*from the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# AstraFin: tax-smart car leasing as an employee benefit
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/astrafin

Extend your financial wellness program by integrating AstraFin with Empuls for tax-smart car leasing.

## About Astrafin

Astrafin is one of India's leading asset leasing companies, specializing in CTC-structured car leasing, device leasing (SmartEPP), equipment leasing, and sale & leaseback solutions for corporates.  It helps organizations unlock the full value of asset leasing as a tax-efficient employee benefit — enabling employees to drive brand-new cars of their choice by structuring lease rentals directly within their Cost-to-Company (CTC) package.

Unlike a car loan, employees don't pay out-of-pocket; the monthly lease rental is deducted from pre-tax income, reducing taxable salary and increasing take-home pay — with no down payment required.

## Why Connect Astrafin with Xoxoday Empuls

Integrating Astrafin with Xoxoday Empuls lets organizations offer a high-value, tax-efficient car leasing benefit as part of their employee benefits stack — with zero financial risk to the employer. H

HR teams can extend a meaningful, tangible perk that helps employees drive better cars while saving significantly on taxes, all without disrupting payroll or increasing company costs. It's a win-win benefit that drives satisfaction and retention, especially for mid-to-senior level employees.

## Benefits

**For HR Teams**

* \*\*Zero employer liability: \*\*Astrafin evaluates the corporate entity's credibility — not individual employees — before approving leases.
* \*\*No additional cost to the company: \*\*Lease rentals are structured within the employee's existing CTC, keeping employer costs unchanged.
* \*\*Attract and retain senior talent: \*\*A car leasing benefit adds significant perceived value to compensation packages.
* \*\*Simple, scalable rollout: \*\*One master agreement covers the entire eligible workforce with minimal administrative overhead.

**For Employees**

* \*\*Save up to 30% on taxes: \*\*Lease rentals are deducted from pre-tax salary, directly reducing taxable income.

* \*\*No down payment required: \*\*Employees can drive a brand-new car with no upfront financial commitment.

* \*\*Drive a better car for less: \*\*For the same monthly outflow as a car loan EMI, employees can lease a higher-value vehicle.

* \*\*All-inclusive lease rental: \*\*Monthly payments typically cover financing, road tax, registration, insurance, and maintenance.

* \*\*Flexible end-of-lease options: \*\*At the end of the lease term, employees can upgrade to a new car or purchase the current one at residual value.

* \*\*Employee's choice of car: \*\*Employees select the car they want, subject to the organization's car policy and eligibility criteria.

## How Employees Can Use Astrafin

* \*\*CTC Car Leasing: \*\*Structure a brand-new car lease within the employee's existing CTC — lease rentals are deducted from pre-tax salary each month, reducing taxable income and boosting take-home pay, with no down payment and all expenses bundled into one monthly rental.

* \*\*SmartEPP — Device Leasing: \*\*Extend the same tax-saving CTC leasing model to smartphones and laptops — employees get access to premium devices with lease rentals deducted from pre-tax salary, with employers able to claim GST Input Tax Credit (ITC) on lease payments.

* \*\*End-of-Lease Car Upgrade: \*\*At the end of the lease term, employees can seamlessly upgrade to a new vehicle of their choice, keeping them in the latest models without any lump-sum financial commitment.

* \*\*Car Purchase at Residual Value: \*\*Employees who wish to own their leased car at the end of the term can purchase it at the pre-agreed residual value — which, under certain tri-party structures, can be as low as 5–10% of the car's original price.

* \*\*Salary Structuring Advisory: \*\*Astrafin works with HR and finance teams to structure eligible CTC components correctly, ensuring compliance with tax rules and maximizing the benefit value for each employee band.

## Co-Sponsor & Deliver Astrafin Benefits at Scale

Procure Astrafin car leasing plans for your eligible workforce and roll them out through Xoxoday Empuls — making tax-smart car leasing a core part of your employee benefits package. Follow the steps below to activate Astrafin for your organization.

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    Click on Reports & Admin to land on the Admin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    Navigate to **Program > Manage Benefits > Financial Benefits.**

    <Frame>
      <img alt="Empuls Financial Benefits page under Program > Manage Benefits" />
    </Frame>
  </Step>

  <Step title="Select Astrafin">
    From the list of wellness partners, choose **Astrafin.**
  </Step>

  <Step title="View Available Packages">
    Browse the Astrafin car leasing and asset leasing plans available for your organization.

    <Frame>
      <img alt="Astrafin CTC car leasing and asset leasing packages available in Empuls" />
    </Frame>
  </Step>

  <Step title="Fill in the Employee Details">
    * Enter the number of employees eligible for the benefit.
    * Provide work email addresses.
    * Add phone numbers for coordination.
  </Step>

  <Step title="Send an Enquiry">
    * Click Enquire.
    * Our team will get back to you with pricing and plan details. Packages can be customized to your organization's car policy, employee eligibility bands, and CTC structure.
  </Step>

  <Step title="Confirm the Requirement">
    Our team will connect with you, confirm pricing and requirements, and activate the Astrafin benefit for all eligible employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Automint’s tax-saving car and device leasing program
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/automint

Connect Automint with Empuls to give employees access to tax-saving car and device leasing directly from their rewards dashboard.

## **About Automint**

Automint transforms car and device ownership into an affordable reality through a fully compliant, tax-efficient solution that costs employers nothing. Employees can lease cars, smartphones, laptops, and tablets via salary deductions—unlocking up to 30% savings on vehicles and 40% on devices—while enjoying a seamless digital experience.

## **Why Connect Automint with Empuls**

Integrating Automint with Empuls allows HR teams to extend valuable, tax-saving lifestyle benefits within their engagement ecosystem. Through this integration, employees can explore cars and gadgets, apply directly via payroll, and manage everything digitally—enhancing both financial wellbeing and overall workplace satisfaction.

## **Key Benefits**

* **For HR**
  * **Zero-Cost Benefit Program**
    Offer tax-saving car and device leasing to employees with no financial impact on your organization.
  * **Compliant and Risk-Protected Solution**
    Enjoy complete peace of mind with AutoMint Protect—liability coverage for resignations, absconding, or terminations, all under fully legal and tax-compliant processes.

* **For Employees**
  * **Real Tax Savings**
    Monthly payments are deducted before tax, reducing taxable income and delivering up to 30% savings on cars and 40% on devices.
  * **Flexible and Convenient Ownership**
    Choose any car or device, from leading brands, with customizable tenures and complete ownership at the end of the lease term.

### How Employees Can Use Automint

* **Choose Your Product**
  Select your preferred car, smartphone, laptop, or tablet from top brands through Automint’s digital platform.
* **Apply Through Payroll**
  Submit your request easily with salary-deduction approval—streamlined for quick HR authorization.
* **Manage Everything Online**
  Track payments, tenure, upgrades, and offers anytime using Automint’s dashboard.
* **Drive or Use, and Save**
  Enjoy your car or device instantly while saving on taxes and benefiting from free damage protection for 12 months.

## Co-Sponsor and Deliver Automint Benefits at Scale

Employers can effortlessly deploy Automint’s tax-efficient lifestyle benefits across their workforce through Empuls. The integration simplifies rollout, reduces administrative overhead, and ensures every employee gains access to compliant, zero-cost financial wellness perks—enhancing engagement, retention, and satisfaction at scale.

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin link on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Financial Benefits section under Manage Benefits" />
    </Frame>
  </Step>

  <Step title="Select Automint">
    * From the list of wellness partners, choose **Automint**.

    <Frame>
      <img alt="Selecting Automint from the wellness partner list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Automint

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits">
    Navigate to **Benefits**
  </Step>

  <Step title="Select Automint from the available options">
    Select\*\* Automint\*\* from the available options.
  </Step>

  <Step title="Pick the service you need">
    Pick the service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Finance: FAQs
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/faqs

Find answers to common questions about financial wellness integrations on Empuls, covering setup, permissions, and troubleshooting.

<AccordionGroup>
  <Accordion title="Does the Xoxoday R&R platform support centralized and automated budgeting for multiple teams, departments, and regions?">
    Yes. The Xoxoday rewards and recognition platform provides robust budgeting capabilities that support both centralized control and automated multi-budget allocation, ensuring financial governance, scalability, and efficient reward distribution across global, regional, and departmental levels.

    Key capabilities include:

    • Centralized budgeting: Administrators can define and manage budgets at multiple levels — including organization-wide, region-specific, business unit, or department-level — to align with overall strategic priorities.

    • Group-based budgets: Create separate budgets based on employee groups, departments, business units, reporting structures, or program types for targeted reward distribution.

    • Automated allocation: Set up intelligent allocation rules based on predefined parameters such as headcount, role levels, geographical distribution, or program category. This ensures budgets are automatically assigned to the right teams or initiatives.

    • Flexible disbursement: Budgets can be distributed strategically to align with corporate goals while empowering local teams to run recognition programs that meet their unique needs.

    • Real-time monitoring: Track allocation, utilization, and spending patterns in real time to ensure transparency and control.

    • Role-based governance: Define approval workflows, disbursement permissions, and spending thresholds based on organizational hierarchy and roles.

    • Budget control and visibility: Monitor budget utilization, set thresholds, reallocate unused funds, and maintain oversight across multiple hierarchy levels.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R tool support transferring budgets between managers or departments?">
    The  platform supports seamless budget transfers between managers or departments to ensure efficient fund allocation. It helps:

    • Flexible budget reallocation: Admins can reassign funds across departments, business units, or managers based on evolving program needs.

    • Real-time adjustments: Make transfers instantly to accommodate changes in team size, recognition frequency, or campaign priorities.

    • Governance and transparency: All budget movements are tracked through detailed audit logs to maintain transparency and financial compliance.

    This unified approach ensures financial governance, compliance, flexibility, and transparency while enabling scalable, data-driven reward strategies that support both global initiatives and localized engagement efforts.
  </Accordion>

  <Accordion title="Can the Xoxoday R&R platform automate budget allocations and configure rollover or expiry rules?">
    Yes. The Xoxoday rewards and recognition platform provides robust financial management tools that enable organizations to automate budget allocation while configuring rollover and expiry rules for greater control and flexibility.

    * Automated Budget Allocation
      * Dynamic allocation: Budgets can be assigned as fixed amounts or automatically prorated based on team size, headcount, or defined business rules.
      * Meta group support: Funds can be allocated to specific organizational layers — including business units (BUs), departments, regions, cost centers, or individual teams — ensuring targeted distribution.
      * Equitable distribution: Automated processes guarantee transparent and consistent allocation of funds, reducing manual errors and aligning financial planning with organizational structure.
    * Budget Rollover & Expiry Configuration
      * Rollover rules: Unused budgets can automatically roll over into the next allocation cycle, based on organizational preferences and governance policies.
      * Expiry rules: Administrators can set expiry dates for budgets to ensure unused funds are reset at the end of a defined period, preventing budget misuse or accumulation.
      * Multi-level control: Both rollover and expiry settings can be configured globally, regionally, or at the department level to suit diverse financial governance models.
  </Accordion>

  <Accordion title="Does the Xoxoday platform offer real-time budget tracking and notifications for administrators?">
    It provides real-time budget tracking and proactive notifications to help administrators manage financial operations effectively.

    Key features include:

    • Real-time visibility: Monitor budget allocations, utilization, and remaining balances across global, regional, and departmental levels.

    • Automated notifications: Receive alerts when budgets approach utilization thresholds or require replenishment.

    • Proactive management: Prevent overspending and ensure continuous program operations with early warning signals.

    • Detailed dashboards: Access granular insights and financial breakdowns for enhanced governance and strategic planning.
  </Accordion>

  <Accordion title="Does the Xoxoday platform support multi-currency budget reconciliation with internal finance systems?">
    Yes. The Xoxoday employee engagement solution includes built-in tools for multi-currency budget reconciliation to support global operations.

    Key functionalities include:

    • Reconciliation engine: Automatically track and match point allocations with currency conversions and usage records.

    • Detailed reporting: Generate comprehensive data reports to validate wallet balances, point usage, and budget burn across currencies.

    • Finance integration: Export reports for seamless reconciliation with internal finance and accounting systems.

    • Global compliance: Ensure financial transparency and accuracy in multi-currency environments.
  </Accordion>

  <Accordion title="Does the Xoxoday platform support multi-currency budget reconciliation with internal finance systems?">
    Yes. The Xoxoday employee engagement solution includes built-in tools for multi-currency budget reconciliation to support global operations.

    Key functionalities include:

    • Reconciliation engine: Automatically track and match point allocations with currency conversions and usage records.

    • Detailed reporting: Generate comprehensive data reports to validate wallet balances, point usage, and budget burn across currencies.

    • Finance integration: Export reports for seamless reconciliation with internal finance and accounting systems.

    • Global compliance: Ensure financial transparency and accuracy in multi-currency environments.
  </Accordion>

  <Accordion title="Can multiple budgets be created and automatically configured based on employee groups or reporting structures?">
    Yes. The Xoxoday employee engagement platform supports multi-budget creation and automatic allocation to ensure efficient and targeted reward distribution.

    Key capabilities include:

    • Group-based budgets: Create separate budgets based on employee groups, departments, business units, or reporting spans.

    • Automated configuration: Set up automatic allocation rules based on predefined conditions like headcount, role levels, or program type.

    • Budget control and visibility: Administrators can monitor utilization, set thresholds, and control disbursement at multiple hierarchy levels.

    This capability ensures budget flexibility, governance, and optimal utilization across recognition programs, enabling scalable and sustainable reward strategies.
  </Accordion>
</AccordionGroup>

## **Budget​**

<AccordionGroup>
  <Accordion title="Can Xoxoday's R&R tool create multiple budgets and configure them based on budget type (e.g., global, org, country, manager, employee, number of subordinates)?">
    Yes, Xoxoday's R\&R tool provides comprehensive budgeting capabilities. Organizations can set up and manage budgets at multiple levels—global, regional, departmental, managerial, or individual. The platform supports role-based access, automated point allocation, and detailed budget tracking, ensuring transparency, accountability, and adherence to spending limits.
    ​
  </Accordion>

  <Accordion title="How does Xoxoday’s employee engagement solution support the setup, tracking, and top-up of budgets across countries, units, and award types?">
    A. Xoxoday’s employee engagement solution provides organizations with flexible and scalable budgeting controls for recognition programs across geographies, business units, and award types. Budgets can be set up at global, country, BU, department, or award-type levels, with role-based allocation to HRBPs, managers, or department heads. Allocation cycles — monthly, quarterly, or annually — can be customized with adjustable caps.

    The platform ensures transparency through real-time dashboards that track utilization by geography, unit, or program, along with automated alerts for low balances or overspending. Comprehensive audit logs and transaction summaries support financial governance and compliance. For top-up management, budgets can be replenished manually or through predefined triggers, with separate wallet funding by location, unit, or campaign type. Admins maintain full control over visibility, access, and usage.
    ​
  </Accordion>

  <Accordion title="Can we allocate R&R budgets across business units and track utilization?">
    Yes. Xoxoday’s R\&R tool provides granular budget management with allocation and tracking at multiple organizational levels.

    Budget Allocation

    * Allocate budgets at BU, department, geography, or award-type level.
    * Distribute ownership to BU heads, HRBPs, or managers with set limits and validity periods.
    * Segment budgets by award category for tighter control.

    Utilization & Tracking

    * Real-time dashboards show budget usage across units, locations, and teams.
    * Filters allow tracking by BU, geography, or award category.
    * Automated alerts notify admins when budgets run low.
    * Downloadable reports ensure financial governance, audits, and compliance.

    This structured approach ensures budgetary discipline while empowering each unit to recognize employees consistently and on time.
    ​
  </Accordion>

  <Accordion title="Can you describe the system of checks and balances you have with points-based programs to ensure appropriate use of budgets and equity across recognition types?">
    Xoxoday’s R\&R tool enforces strong checks and balances to maintain budget discipline and fairness in recognition.

    Checks & Balances Framework

    * Budget Controls: Budgets are allocated top-down (company → BU → managers) with limits, award-type mapping, and validity periods.
    * Approval Workflows: Multi-level approvals ensure high-value or sensitive awards are properly governed.
    * Abuse Detection: The system flags patterns like quid pro quo or favoritism and surfaces reports for admin review.
    * Intelligent Nudges: Data-driven reminders encourage equitable recognition across all team members.
    * Comprehensive Reporting: Dashboards track utilization, recognition frequency, and value adoption trends for transparency.
  </Accordion>
</AccordionGroup>


# Instant financial access for employees with FatakPay
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/fatakpay

Connect FatakPay with Empuls to give employees access to instant short-term credit directly from their rewards dashboard.

## About FatakPay

FatakPay is a fintech platform that simplifies access to credit and financial products for salaried and self-employed individuals. Backed by RBI-registered NBFCs, FatakPay offers instant personal loans, earned wage access, digital gold and silver investments, insurance, bill payments, and job opportunities—all through a secure, 100% digital process. With loan amounts ranging from ₹5,000 to ₹5,00,000 and disbursal times as quick as 7 minutes, FatakPay is trusted by millions for their financial needs.

## Why Connect FatakPay with Xoxoday Empuls

Integrating FatakPay with Xoxoday Empuls enables HR teams to offer employees a comprehensive financial wellness solution without any additional cost to the organization. Employees can access instant loans, manage their cash flow with earned wage access, and utilize various financial tools, all within a single platform. The offering promotes a culture of financial well-being and supports employees in managing their finances effectively.

## Key Benefits

* **For HR**
  * **Zero-Cost Benefit**
    No additional expense for your organization; employees bear the cost through salary deductions.
  * **Seamless Integration**
    Easy deployment and management through the Xoxoday Empuls platform.
  * **Employee Engagement**
    Promote financial wellness and improve employee satisfaction.
* **For Employees**
  * **Access Instant Financial Support**
    Employees can get quick access to funds whenever needed through FatakPay’s flexible credit and loan options, helping them manage unplanned expenses or short-term financial gaps effortlessly.
  * **Build Long-Term Financial Confidence**
    Employees can improve their financial literacy, make informed borrowing decisions, and develop healthier money management habits.

## How Employees Can Use FatakPay

* **Access a Discretionary Credit Limit Loan**
  Employees can instantly access a pre-approved credit limit anytime, up to a cap determined by FatakPay. This eliminates the need to submit a new loan application each time, ensuring quick and hassle-free financial support whenever required.

* **Avail Personal Loans Easily**
  FatakPay offers 100% paperless personal loans with instant approval, flexible repayment options, and no collateral requirement—making it simple for employees to meet urgent or planned financial needs.

## Co-Sponsor & Deliver FatakPay Benefits at Scale

Employers can easily roll out FatakPay’s financial wellness programs across their organization, ensuring every employee has access to comprehensive financial tools. By integrating with Xoxoday Empuls, companies can streamline the process, track engagement, and foster a culture of financial well-being.

### Follow the steps below to bring FatakPay to your organization:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Fatakpay">
    * From the list of wellness partners, choose **Fatakpay.**

    <Frame>
      <img alt="FatakPay tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="FatakPay enquiry form with employee count, email, and phone fields" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Fatakpay

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop">
    Navigate to \*\*Shop \*\*
  </Step>

  <Step title="Select Fatakpay from the available options">
    Select\*\* Fatakpay \*\*from the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Access fast, loans through Finfinity
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/finfinity

Connect Finfinity with Empuls to give employees access to quick personal loans directly from their rewards dashboard.

## About Finfinity

Finfinity is a technology-driven fintech platform that empowers individuals and businesses across India by providing access to tailored lending solutions and eligibility-based offers through its in-house algorithms and rule engines.

## Why Connect Finfinity with Xoxoday Empuls

Adding Finfinity to Xoxoday Empuls enhances employee financial wellbeing by giving them quick access to online personal and business loans—simple to manage and seamless to implement.

## Key Benefits

**For HR**

* **Financial wellbeing:** Empower employees with easy access to responsible lending solutions.
* **Low admin efforts:** Simple partner-led setup and communication.
* **Employee support:** Helps teams meet financial goals without added complexity.

**For Employees**

* **Fast access:** Quick online approval and processing.
* **Flexible options:** Personal and business loans tailored for professionals and SMEs.
* **Competitive terms:** Benefit from fair and transparent lending rates.

## How Employees Can Use Finfinity

Apply for fast, online personal or business loans with competitive terms for professionals and SMEs—all through a secure digital platform.

## Co-Sponsor & Deliver Finfinity at Scale

Employers can make Finfinity loans accessible across teams to promote financial wellness and support short-term financial needs responsibly. Follow the steps below to bring Finfinity to your organization.

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Financial Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select">
    * From the list of wellness partners, choose **Finfinity**

    <Frame>
      <img alt="Finfinity tile in the financial benefits partner list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Finfinity enquiry form with employee count, email, and phone fields" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Finfinity

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits > Financial Benefits">
    Navigate to **Benefits > Financial Benefits**
  </Step>

  <Step title="Select Finfinity from the available options">
    Select \*\*Finfinity \*\*from the available options.
  </Step>

  <Step title="Pick the service you need">
    Pick the service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Comprehensive financial wellness with FinSafe
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/finsafe

Extend your financial wellness program by integrating Finsafe with Empuls for financial literacy and planning tools.

## About Finsafe

Finsafe is a financial education organization focused on equipping individuals with strategies to handle their money with a focus on goals, growth, and safety. The company provides robust insights to anyone trying to do more with their money.

## Why Connect Finsafe with Empuls

Integrating Finsafe with Empuls enables HR teams to offer employees a comprehensive financial wellness program that addresses various aspects of personal finance. Employees can access one-on-one counseling sessions, and resources tailored to different life stages, fostering a culture of financial well-being within the organization.

## Key Benefits

* **For HR**
  * **Comprehensive financial wellness support**
    Programs covering budgeting, investing, debt management, and more.
  * **Unbiased education**
    No sales agenda or business solicitation, ensuring employees receive impartial guidance.
  * **Diverse programs**
    Guidance tailored to different life stages and financial goals.
* **For Employees**
  * **Financial Confidence**
    Empowers employees to manage money wisely and build lasting financial security.
  * **Reduced Stress**
    Eases financial worries, boosting focus and productivity at work.

## How Employees Can Use Finsafe

* **Book a Confidential Financial Counselling Session**
  Employees can schedule one-on-one sessions with certified financial experts to receive unbiased advice on managing savings, investments, and long-term financial goals.

* **Get Personalized Debt Management Support**
  Access professional debt counselling to understand repayment options, restructure existing loans, and create a realistic plan toward becoming debt-free.

* **Make Informed Financial Decisions**
  Use expert guidance to evaluate major financial choices—such as budgeting, insurance, and retirement planning—with confidence and clarity.

## Co-Sponsor & Deliver Finsafe Benefits at Scale

Employers can easily roll out Finsafe’s financial wellness programs across their organization, ensuring every employee has access to personalized financial education and support. By integrating with Empuls, companies can streamline the process, track engagement, and foster a culture of financial well-being. Follow the steps below to bring Finsafe to your organization:

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Financial Benefits section under Manage Benefits in Empuls" />
    </Frame>
  </Step>

  <Step title="Select Finsafe">
    * From the list of wellness partners, choose **Finsafe.**

    <Frame>
      <img alt="Selecting Finsafe from the wellness partner list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Finsafe enquiry form with Enquire button in Empuls" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and share the process to send benefits to all employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Strengthen your referral engine with InviteReferrals
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/invitereferrals

Add referral program tracking to your Empuls benefits stack with the InviteReferrals integration, configured by admins.

## About InviteReferrals

InviteReferrals is a powerful, easy-to-use referral marketing software that enables businesses to acquire new customers through word-of-mouth and peer recommendations. It allows brands to design and run fully customizable referral programs where existing customers can invite friends, share offers, and earn rewards for successful conversions.

The platform supports referral campaigns across websites, mobile apps, e-commerce stores, and social channels, offering real-time analytics, multi-event tracking (share, register, purchase, install), multilingual support, fraud detection, and seamless integration options. With 20,000+ global customers across industries, InviteReferrals helps businesses turn their customer base into an efficient, scalable acquisition engine.

## Why the partnership Between Xoxoday and InviteReferrals matters?

The partnership aligns Xoxoday’s global rewards, incentives, and engagement ecosystem with InviteReferrals’ referral marketing and advocacy platform.
InviteReferrals manages referral workflows and tracking, while Xoxoday provides seamless reward fulfilment through its extensive global rewards marketplace.
The collaboration enables unified referral management and reward distribution across both platforms.

## How Does InviteReferrals Benefit Businesses?

* **Lower Acquisition Costs** – Leverages customer advocacy to reduce CAC through trusted, cost-efficient referral channels.

* **Higher Conversions** – Referred users convert at significantly higher rates with automated referral-to-purchase flows.

* **Customizable Referral Programs** – Easily create referral journeys for signups, purchases, installs, and more across web and mobile.

* **Advanced Tracking & Fraud Control** – Real-time analytics, multi-language support, and fraud prevention ensure secure, scalable referral growth.

## For more information or queries

For enquiries, please write to: **[cs@xoxoday.com](mailto:cs@xoxoday.com)**


# Accelerate digital transformation with Jiffy by Moneyview
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/jiffy-moneyview

Add instant digital lending to your Empuls benefits stack with the Jiffy by Moneyview integration, configured by admins.

## About JIFFY by moneyview

JIFFY by moneyview is a leading enterprise-grade automation and artificial intelligence platform that empowers organizations to streamline operations, enhance productivity, and innovate faster. By combining no-code automation, intelligent document processing, and generative AI, JIFFY by moneyview helps businesses reimagine workflows across finance, HR, IT, and customer operations—driving efficiency and agility at scale.

## Why Connect JIFFY by moneyview with Xoxoday Empuls

Integrating JIFFY by moneyview with Empuls enables HR and business leaders to automate repetitive processes, improve operational visibility, and create smarter engagement experiences. From onboarding workflows to employee rewards and feedback automation, this partnership transforms how organizations manage people and productivity.

## Key Benefits

* **For HR**
  * **Seamless process automation:** Eliminate manual tasks in onboarding, payroll, and engagement management.
  * **Data-driven insights:** Track workforce efficiency and engagement through real-time analytics.
  * **Faster operations:** Improve turnaround times for HR workflows with minimal administrative effort.

* **For Employees**
  * **Simplified experiences:** Enjoy faster approvals, responses, and smoother interactions across internal systems.
  * **Smarter engagement:** Receive timely nudges, updates, and personalized communication powered by AI.
  * **Empowered productivity:** Focus more on meaningful work as routine tasks get automated.

## How Employees Can Use JIFFY by moneyview

* **Automate Everyday Workflows**
  Employees can access automated approvals, notifications, and document management features—right within Empuls—making everyday operations effortless and efficient.

* **Enhance Collaboration & Engagement**
  Use JIFFY by moneyview -enabled integrations to streamline surveys, recognition, and HR communications for a smoother, AI-driven employee experience.

## **Co-Sponsor & Deliver JIFFY by moneyview at Scale**

Integrate JIFFY by moneyview across your organization through Empuls to accelerate digital transformation. Automate workflows, empower employees, and build an intelligent, efficient, and future-ready workplace culture.

Follow the steps below to bring Jiffy by moneyview to your organization.

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Financial Benefits section under Program Manage Benefits in Empuls" />
    </Frame>
  </Step>

  <Step title="Select Jiffy by moneyview">
    * From the list of wellness partners, choose **Jiffy by moneyview**
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Kredily
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/kredily

Extend your financial wellness program by integrating Kredily with Empuls for HR and payroll data sync.

## About Kredily

Kredily is a cloud-based HR and payroll management platform designed for Indian organisations, offering a generous ‘Free Forever’ plan for unlimited employees. It streamlines onboarding, attendance (including geo-fencing and selfie check-in), leave management, payroll automation, statutory compliance (PF, ESI, PT, TDS), and mobile self-service for employees. Trusted by 20,000+ companies across India, Kredily brings automation, accuracy and scalability to your HR operations.

## **Why This Integration?**

Kredily, a cloud-based HR platform (popular among Indian organizations) integrates with Empuls to automate user account management in Empuls based on employee data available in your Kredily account. It ensures that employee information stays up to date, saving HR teams time and effort while maintaining accuracy across systems.

With this integration, you can:

* **Auto-add new employees** to Empuls when they are created in Kredily.
* **Update employee details** in Empuls whenever changes are made in Kredily.
* **Auto-remove exited employees** from Empuls based on their exit date/status in Kredily.

Once enabled, Empuls will sync with your Kredily account every 24 hours to keep data current.

## **Data That Can Be Mapped**

* First name
* Last name
* Official email
* Employee ID / Code
* Department
* Designation
* Grade / Level
* Date of Birth
* Date of Joining
* Business Unit
* Location
* Cost Center
* Mobile Number
* And more

## **How to Set Up This Integration**

Reach out to your **Empuls Account Manager** for setup support, or write to us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Kredmint: smart working capital solutions
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/kredmint

Extend your financial wellness program by integrating Kredmint with Empuls for working capital financing.

Kredmint simplifies working capital management for growing businesses. By offering AI-powered cash flow visibility, credit management, and embedded financing, Kredmint helps companies and their distributors, dealers, and retailers improve liquidity, strengthen supply chain relationships, and sustain growth.

## What the collaboration between Kredmint with Xoxoday Compass Means

The collaboration between Kredmint and Xoxoday Compass brings together deep expertise in financial innovation and sales motivation. By aligning best practices from both domains, organizations can discover new ways to balance motivation with financial well-being — ensuring dealers and distributors stay inspired and financially aware.

## Key Benefits

* ## For Sales & Channel Managers
  * Unified Expertise
    Gain access to insights from Xoxoday and Kredmint to better manage incentives, payouts, and credit strategies.
  * Improved Channel Efficiency
    Enable timely payments and rewards for dealers and distributors.

* ## For Channel Partners
  * Smarter Payout Strategies
    Learn from Kredmint and Xoxoday’s shared expertise in designing timely and effective reward and finance programs.
  * Easy Access to Credit
    Get working capital on demand without disrupting sales operations.
  * Financial Visibility
    Monitor collections, invoices, and rewards in one interface.
  * Trust & Transparency
    Build stronger relationships through transparent incentive and payment processes.

## Boost Liquidity and Supply Chain Efficiency with Kredmint

Explore Kredmint to enhance financial resilience through AI-powered cash flow visibility, embedded financing, and intelligent credit management—helping businesses and their partners optimize liquidity and strengthen supply chain relationships.

Know more about [Kredmint](https://kredmint.com/?utm_source=partner\&utm_medium=xoxoday\&utm_campaign=help%20center)

<Note>Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).</Note>


# Loans against mutual funds with Liqvid (50fin)
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/liqvid-50fin

Liqvid (50fin) integrates with Empuls so employees can get loans against mutual fund holdings without switching apps.

## **About Liqvid (50Fin)**

Liqvid (50Fin) provides quick and flexible loans against mutual funds, enabling customers to unlock liquidity without redeeming their investments. The platform offers a seamless, fully digital process that helps individuals access funds instantly while their wealth continues to grow.

## **Why Connect Liqvid with Empuls**

Adding Liqvid to Empuls supports employee financial wellbeing by providing access to liquidity without redeeming their investments—simple to communicate, easy for employees to use and adds meaningful value to your rewards and benefits portfolio.

## **Key Benefits**

* **For HR**
  * **Financial wellbeing perk:** Provide a secure, non-redemption liquidity option.
  * **Low admin lift:** Simple partner-led process and communication.
  * **Employee-first:** Helps teams handle short-term needs without disturbing portfolios.

* **For Employees**
  * **Keep investments intact:** Borrow without selling mutual funds.
  * **Fast & flexible:** Quick processing with flexible loan options.
  * **Focused on liquidity:** Access funds when needed, then continue investing.

## **How Employees Can Use Liqvid**

**Loan Against Mutual Funds/Shares**
Apply for a loan against mutual funds/shares to unlock liquidity without selling holdings.

## **Co-Sponsor & Deliver Liqvid at Scale**

Employers can roll out Liqvid access across teams to enable responsible, portfolio-friendly borrowing for short-term needs.

Follow the steps below to bring Liqvid to your organization.

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Program Manage Benefits Financial Benefits navigation in Empuls" />
    </Frame>
  </Step>

  <Step title="Select Liqvid">
    * From the list of Financial partners, choose Liqvid.

    <Frame>
      <img alt="Liqvid tile in the financial partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Liqvid enquiry form with employee count, work emails, and phone numbers" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Liqvid

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits >> Financial Benefits">
    Navigate to Benefits >> Financial Benefits
  </Step>

  <Step title="Select Liqvid from the available options">
    Select\*\* Liqvid \*\*from the available options.
  </Step>

  <Step title="Pick the service you need">
    Pick the service you need
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Enable easy digital payments and recharges with MobiKwik
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/mobikwik

Extend your financial wellness program by integrating MobiKwik with Empuls for digital payments and recharges.

## About MobiKwik

MobiKwik is one of India’s leading fintech platforms, offering secure digital payment solutions, mobile recharges, bill payments, and UPI-based transactions. With a user-friendly interface and robust security standards, MobiKwik simplifies everyday financial transactions for millions of users across India.

## **Why Connect MobiKwik with Xoxoday Empuls**

Connecting MobiKwik with Empuls allows organizations to make employee gifting and rewards more flexible and instantly redeemable. Employees can use MobiKwik vouchers to pay bills, recharge, shop online, or transfer money securely — providing them with the convenience and freedom to spend rewards their way.

## **Key Benefits**

* **For HR**
  * **Instant reward redemption:** Ensure seamless delivery and redemption of digital rewards.
  * **Flexible spending options:** Empower employees with a wallet that works across multiple categories — from shopping to utility payments.

* **For Employees**
  * **Wide usability:** Use MobiKwik for mobile/DTH recharges, bill payments, shopping, or UPI transfers.
  * **Fast and secure:** Enjoy instant payments protected by advanced encryption and security measures.
  * **Reward convenience:** Redeem Empuls rewards effortlessly on the MobiKwik app or website.

## How Employees Can Use MobiKwik

Employees can redeem their Empuls reward points for MobiKwik gift vouchers or wallet credits. Once redeemed, they can use the MobiKwik balance for recharges, bill payments, shopping, or even to transfer funds — all through the MobiKwik app or website.

## Co-Sponsor & Deliver MobiKwik Rewards at Scale

Organizations can distribute MobiKwik gift cards or wallet credits at scale through Empuls. This enables instant, versatile, and digital-first employee rewards that cater to diverse lifestyle needs and preferences.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Employee financial wellness with Muro
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/muro

Extend your financial wellness program by integrating Muro with Empuls for financial wellness coaching.

## About Muro

Muro is a rental deposit financing platform that helps employees overcome the financial burden of moving into new rental homes by providing flexible financing solutions for security deposits. This enables employees to preserve their savings while securing quality housing and reduces relocation-related stress.

## Why Connect Muro with Empuls?

By integrating Muro with Xoxoday Empuls, organizations can bring together financial wellness and recognition on one unified platform. This partnership ensures employees receive housing financial support while HR teams promote holistic well-being alongside rewards and engagement programs.

## Key Benefits

* **For HR Teams**
  * Centralized platform for recognition and financial wellness programs
  * Easy access to rental deposit financing for employees
  * Improved engagement with recognition and rewards automation
  * Reduced financial stress for relocating or new employees
* **For Employees**
  * Affordable rental deposit financing solutions
  * Direct access to housing financial support within Empuls
  * A workplace that actively supports financial and housing needs
  * Preserve savings while securing quality rental housing

## How Employees Can Use Muro?

Muro offers employees a convenient, affordable, and flexible solution to address rental housing financial challenges. Here are the ways you can benefit from using Muro:

* **Manage Moving Costs**
  * Finance your rental security deposit without depleting savings
  * Get flexible repayment terms aligned with your salary cycle
  * Reduce upfront financial burden when relocating
* **Preserve Emergency Funds**
  * Keep your savings intact for genuine emergencies
  * Avoid liquidating investments or breaking fixed deposits
  * Maintain financial stability during housing transitions
* **Career Mobility Support**
  * Accept job opportunities without worrying about relocation costs
  * Move to better housing without financial constraints
  * Focus on career growth without housing financial stress
* **Budget Management**
  * Spread deposit costs over manageable monthly payments
  * Better cash flow management with predictable EMIs
  * Plan your finances without sudden large expenses
* **Financial Independence**
  * Secure quality housing without borrowing from family or friends
  * Build credit history through timely repayments
  * Access professional financial solutions tailored for renters

## Co-Sponsor & Deliver Muro Benefits at Scale

Employers can purchase wellness benefits from Muro and provide services to multiple employees at once, simplifying distribution and ensuring the whole team has access to premium health programs. Follow the steps below:
​

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits** >> **Explore.**

    <Frame>
      <img alt="Financial Benefits page with Explore option under Manage Benefits" />
    </Frame>
  </Step>

  <Step title="Select Muro">
    * From the list of partners, choose **Muro.**

    <Frame>
      <img alt="Muro rental deposit financing tile in the partners list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employer details">
    Enter:

    * Number of employees to receive the benefit

    * Work email addresses

    * Phone number
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.

    <Frame>
      <img alt="Muro enquiry form with employee count, work email, and phone fields" />
    </Frame>

    * Our team will get back to you with **pricing and package details** based on the number of employees you’re enabling the benefit for
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## **How Employees Can Redeem Points for Muro Services**

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Financial Wellbeing">
    Navigate to **Shop → Financial Wellbeing**
  </Step>

  <Step title="Select Muro from the available options">
    Select\*\* Muro\*\* from the available options.
  </Step>

  <Step title="Pick the Financial Wellbeing service you need">
    Pick the Financial Wellbeing service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## **Co-Sponsor Health Benefits with Ease**

Empuls allows organizations to co-sponsor wellness benefits like Muro at reduced costs, making it simple to invest in employee well-being without exceeding budget constraints.

## **Support**

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Personal loans with Poonawalla Fincorp
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/poonawalla-fincorp

Add personal loans to your Empuls benefits stack with the Poonawalla Fincorp integration, configured by admins.

## About Poonawalla Fincorp

Poonawalla Fincorp Limited is a Cyrus Poonawalla group Non-Banking Finance Company (NBFC) that focuses on consumer and MSME financing, addressing the growing financing needs of customers and enterprises, through the diversified product suite.

Poonawalla stands for Passion, People, Purpose, Principles and Possibilities. With their earnest integrity and dedication, Poonawalla ensures best-in-class service and solutions for customers. Driven by principles, having complete transparency in their dealings, they understand and value the trust customers bestow upon them.

Through deep investment in technology and innovation at the core, it is their endeavor to create endless possibilities each time and partner in the growth journey of customers. Believing  that good is the enemy of great, the company strives for business excellence and for setting new benchmarks. Trust, Integrity, Transparency and Excellence are at the core of the institution.

Poonawalla Fincorp enables customers to achieve their dreams through responsible and transparent financing.

## **Why Connect Poonawalla Fincorp with Xoxoday Empuls**

Integrating Poonawalla Fincorp Limited with **Xoxoday** allows organisations to extend seamless financial support to employees, helping them meet their personal or professional goals without stress. Employees benefit from **quick approvals, flexible repayment options, and transparent lending journeys** that prioritize convenience, reliability, and peace of mind.

## **Key Benefits**

* **Benefits for HR**
  * Enhance Employee Financial Wellness - Enable employees with easy access to reliable financial solutions and reducing stress related to money needs.
  * Offer a Comprehensive Financial Benefit - Provide diverse lending options—personal, business, and education loans without hassle.

* **Benefits for Employees**
  * Access Quick and Flexible Loans - Choose from multiple loan types with low interest rates, minimal paperwork, and instant disbursal.
  * Simplified and Transparent Process - Smooth verification and approval journeys, whether automated or manual, ensuring dependable financial access.

## How Employees Can Use Poonawalla Fincorp for availing Personal Loans:

* **Digital Personal Loan**
  * Instant Digital Loan up to Rs 15 lakhs
  * ROI starting 11.50%
  * No physical documentation
  * Zero Foreclosure charges post 6EMIs
  * Zero Part-Payment charges post 6EMIs
  * Can be used for fulfilling immediate cash needs, financing travel expenses, wedding and other needs

* **Manual Journey/Debt Consolidation**
  * Consolidate all your existing Loans, Credit Cards and App Loans into one single loan to reduce your cash outflow
  * Loan up to Rs 50lakhs with ROI starting 9.99%
  * Can be used for financing medical expenses, wedding, home renovations or land purchase

## **Co-Sponsor & Deliver at Scale**

Employers can enable access to Poonawalla Fincorp’s personal loan options across teams, helping employees manage finances responsibly with fast processing and minimal paperwork.

Follow the steps below to bring Poonawalla Fincorp to your organization.

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Financial Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Poonawalla Fincorp">
    * From the list of wellness partners, choose **Poonawalla Fincorp**

    <Frame>
      <img alt="Poonawalla Fincorp tile in the financial partners list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers

    <Frame>
      <img alt="Poonawalla Fincorp enquiry form with employee count, emails, and phone fields" />
    </Frame>
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Poonawalla Fincorp

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefit">
    Navigate to \*\*Benefit \*\*
  </Step>

  <Step title="Select Poonawalla Fincorp from the available options">
    Select\*\* Poonawalla Fincorp\*\* from the available options.
  </Step>

  <Step title="Pick the service you need">
    Pick the service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## Co-Sponsor Health Benefits with Ease

Empuls allows organizations to co-sponsor wellness benefits like 1to1Help at reduced costs, making it simple to invest in employee well-being without exceeding budget constraints.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Financial wellness with Refyne
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/refyne

Refyne integrates with Empuls so employees can get on-demand salary access without switching apps. Built to save HR and admin teams time.

## About Refyne

Refyne empowers employees to withdraw earned wages in real time through seamless HR and payroll integration, improving financial resilience and productivity without affecting employer cash flow.

## Why Connect Refyne with Empuls

Integrating Refyne with Empuls adds flexible salary access to your wellbeing initiatives, helping employees manage expenses confidently while boosting engagement and retention.

## Key Benefits

* **For HR**
  * **Enhanced engagement:** Financial wellness support improves morale and reduces turnover.
  * **Seamless integration:** Works smoothly with existing payroll and HR systems.
  * **Zero employer burden:** No impact on company cash flow or salary processing.
  * **Stronger employer brand:** Demonstrates genuine care for employee financial wellbeing.
* **For Employees**
  * **Instant salary access:** Withdraw earned wages anytime, instantly, and securely.
  * **Zero interest, zero risk:** Access money without loans or credit card debt.
  * **Financial control:** Manage unexpected expenses without waiting for payday.
  * **Transparent usage:** Real-time visibility into earnings and withdrawals via the Refyne app.

## How Employees Can Use Refyne

* **Access Earned Pay Anytime**
  Log in to the Refyne app or platform to view and withdraw a portion of earned salary before payday, instantly transferred to your bank account.

* **Manage Financial Wellness**
  Use in-app insights and spending trackers to manage budgets and plan expenses more effectively.

* **Reduce Financial Stress**
  Avoid high-interest borrowing and late payment penalties by accessing funds when you need them most.

* **Build Long-Term Stability**
  Benefit from financial education resources and responsible usage tools designed to build savings and confidence.

## Co-Sponsor & Deliver Refyne Benefits at Scale

Employers can roll out Refyne’s Earned Wage Access solution across teams in minutes through Empuls, empowering employees to manage their finances better while fostering loyalty, engagement, and peace of mind. Follow the below steps:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Program > Manage Benefits > Financial Benefits navigation" />
    </Frame>
  </Step>

  <Step title="Select Refyne">
    * From the list of Financial Benefits partners, choose Refyne.

    <Frame>
      <img alt="Refyne tile in the Financial Benefits partner list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Refyne enquiry form with employee details and Enquire button" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Refyne

We have partnered with Refyne to drive the Salary On-demand program.

<Steps>
  <Step title="Navigate to Benefits > Financial Wellbeing > Early">
    Navigate to **Benefits > Financial Wellbeing > Early Salary**

    <Frame>
      <img alt="Benefits > Financial Wellbeing > Early Salary page in Empuls" />
    </Frame>
  </Step>

  <Step title="Click on Explore to get started">
    Click on Explore to get started. Add you phone number and complete the paperless KYC by sharing your selfie and bank account details. Then, request the amount you need to be disbursed (a part of your salary earned so far). This process is designed to be quick and stress-free, ensuring your financial needs are met without delay.

    <Frame>
      <img alt="Refyne KYC flow with phone, selfie, and bank account capture" />
    </Frame>
  </Step>

  <Step title="Once the KYC is complete, your salary will">
    Once the KYC is complete, your salary will be credited to your bank account.

    You can request an advance on your current salary and receive the remainder at the end of the pay cycle for that month.
  </Step>

  <Step title="You can access your salary history">
    You can access your salary history and other details by clicking on the corresponding tab at the top of the page.

    <Frame>
      <img alt="Refyne salary history tab showing past advance requests" />
    </Frame>
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Secure gold investing with safe gold
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/safe-gold

Extend your financial wellness program by integrating Safe Gold with Empuls for digital gold investing.

## About Safe Gold

Safe Gold provides a secure and reliable platform for buying, storing, and managing gold. Built for both new and experienced investors, it ensures complete transparency, safety, and convenience throughout the journey.

## Why Connect Safe Gold with Xoxoday Empuls

Adding Safe Gold to Xoxoday Empuls brings a trusted, easy-to-use gold platform into your benefits stack—supporting employee financial wellbeing with transparent, secure ownership and management.

## Key Benefits

* **For HR**
  * **Financial wellbeing perk:** Offer employees a trusted avenue to invest in gold.
  * **Transparent & secure:** Backed by a platform focused on safety and clarity.
  * **Simple to communicate:** One partner for buy, store, and manage needs.

## How Employees Can Use Safe Gold

* **Buy Gold Securely**
  Purchase gold through a reliable, transparent platform.

* **Manage with Ease**
  View and manage gold holdings from a single, convenient interface.

## Co-Sponsor & Deliver Safe Gold at Scale

Employers can roll out Safe Gold access across teams to support long-term financial wellbeing with a secure, transparent gold platform. Follow the steps below to bring Safe Gold to your organization.

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Financial Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Safe Gold">
    * From the list of financial benefits partners, choose Safe Gold.

    <Frame>
      <img alt="Safe Gold tile in the financial benefits partner list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Safe Gold

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits" />

  <Step title="Select Safe Gold from the available options">
    Select\*\* Safe Gold \*\*from the available options.
  </Step>

  <Step title="Pick the service you need">
    Pick the service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on Pay and Invest Gold\*\*. \*\*
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Enable financial wellness & flexibility with Salaryse
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/salaryse

SalarySe integrates with Empuls so employees can get flexible salary advances without switching apps.

## About SalarySe

SalarySe is a financial wellness platform that empowers employees with instant access to their earned salary anytime before payday. By providing early wage access, SalarySe helps individuals manage cash flow, avoid high-interest credit, and reduce financial stress—promoting better overall wellbeing and productivity in the workplace.

## Why Connect SalarySe with Xoxoday Empuls

Integrating SalarySe with Xoxoday Empuls allows organizations to promote financial empowerment as part of their total rewards strategy. This partnership helps HR teams support employee financial health, improve retention, and enhance satisfaction—while giving employees more control and transparency over their earnings.

## Key Benefits

* **For HR**
  * Boost engagement: Improve morale by supporting employee financial needs proactively.
  * No payroll disruption: SalarySe integrates seamlessly with existing payroll systems.
  * Enhance retention: Reduce financial stress and absenteeism, improving overall productivity.

* **For Employees**
  * On-demand salary access: Withdraw earned wages instantly anytime during the month.
  * Zero-interest solution: Avoid debt traps and high-cost credit through responsible financial access.
  * Financial wellness tools: Get insights, budgeting support, and tips to manage money better.

## How Employees Can Use SalarySe

* Access Earned Wages Instantly Employees can log in via Empuls to view earned salary balance and withdraw funds when needed—securely and instantly.
* Manage Financial Wellbeing Track spending, plan savings, and access SalarySe’s financial wellness tools directly through the Empuls platform.

## Co-Sponsor & Deliver SalarySe at Scale

Integrate SalarySe across your organization through Empuls to offer financial flexibility and promote holistic wellbeing. Empower employees with smarter financial choices and make financial wellness an integral part of your workplace culture.

Support For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Simplify tax filing with TaxSpanner
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/taxspanner

Add guided tax filing support to your Empuls benefits stack with the TaxSpanner integration, configured by admins.

## About Taxspanner

Taxspanner is a digital platform for filing income tax and managing financial compliance efficiently, making taxation simple and hassle-free. It combines expert advisory and secure digital tools to ensure accurate, timely, and compliant tax filing for individuals and professionals.

## Why Connect Taxspanner with Xoxoday Empuls

Adding Taxspanner to Xoxoday Empuls supports employee financial wellbeing by simplifying tax filing and compliance. It saves time, reduces stress during tax season, and offers expert-backed services—all managed digitally for easy access and peace of mind.

## Key Benefits

* **For HR**
  * **Financial wellbeing:** Help employees stay compliant and stress-free during tax season.
  * **Low admin efforts:** Partner-managed platform with minimal effort for HR.
  * **Employee engagement:** Provide a valuable benefit that supports personal finance management.

* **For Employees**
  * **Hassle-free filing:** File income tax online with guided assistance.
  * **Expert advisory:** Get personalized support from tax professionals.
  * **Secure & compliant:** Ensure accurate filing with full data security.

## How Employees Can Use Taxspanner

Access the Taxspanner platform to file income tax returns, consult with experts, and manage financial compliance—all in one place, anytime and anywhere.

## Co-Sponsor & Deliver Taxspanner at Scale

Employers can roll out Taxspanner access organization-wide to empower employees with expert-driven, stress-free tax filing and financial compliance solutions.

**Follow the steps below to enable Taxspanner for your employees:**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Financial Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Taxspanner">
    * From the list of wellness partners, choose **Taxspanner**

    <Frame>
      <img alt="TaxSpanner tile in the financial benefits partner list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="TaxSpanner enquiry form with employee count, email, and phone fields" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Taxspanner

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits">
    Navigate to **Benefits**
  </Step>

  <Step title="Select Taxspanner from the available options">
    Select\*\* Taxspanner \*\*from the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Empower ownership & engagement with Vestd
Source: https://help-empuls.xoxoday.com/admin/integrations/financial-wellbeing/vestd

Add employee ownership and equity plans to your Empuls benefits stack with the Vestd integration, configured by admins.

## About Vestd

Vestd is the UK’s leading equity management and employee ownership platform, designed to help organizations share success with their teams. From setting up share schemes to managing equity digitally, Vestd simplifies every aspect of ownership—making it easier for companies to reward, retain, and align employees through shared growth.

## Why Connect Vestd with Xoxoday Empuls

Integrating Vestd with Xoxoday Empuls allows organizations to connect equity ownership with everyday engagement. This partnership helps HR and leadership teams manage share schemes effortlessly, communicate ownership benefits transparently, and foster a stronger sense of belonging—turning employees into true stakeholders in company success.

## Key Benefits

* **For HR & Leadership**
  * **Streamlined equity management:** Digitally manage share options, vesting schedules, and documentation.
  * **Stronger retention:** Use equity rewards to align long-term employee motivation with company growth.
  * **Transparency & trust:** Communicate ownership updates and milestones directly through Empuls.

* **For Employees**
  * **Easy access to ownership:** View share details, vesting timelines, and equity value in one place.
  * **Empowered participation:** Understand how individual performance contributes to collective success.
  * **Motivation through ownership:** Feel valued and invested in the company’s journey.

## How Employees Can Use Vestd

* **View & Manage Your Shares**
  Employees can access Vestd via Empuls to track share allocations, vesting schedules, and ownership milestones seamlessly.

* **Stay Informed & Engaged**
  Receive updates on company growth, new grants, and achievements tied to equity rewards—all integrated into the Empuls engagement experience.

## Co-Sponsor & Deliver Vestd at Scale

Integrate Vestd across your organization through Empuls to make ownership a part of your culture. Enable transparent equity communication, inspire long-term loyalty, and build a truly invested workforce.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Giphy
Source: https://help-empuls.xoxoday.com/admin/integrations/giphy

Enable the Giphy integration so employees can attach GIFs to feed posts, comments, and recognitions through a built-in picker.

The Giphy integration adds a GIF picker to the Empuls feed composer. Once enabled, employees see a **GIF** button next to the post and comment inputs that opens a searchable Giphy library. The picker respects content ratings so you can keep posts within your organization's content policy.

## Before you start

* You must be a **Super Admin** in Empuls.
* Decide which Giphy content rating you want to allow before enabling — the picker filters results by rating.
* Giphy's terms of service apply to any content surfaced through the picker.

## Enable Giphy

<Steps>
  <Step title="Open the Giphy card">
    From the Integrations hub, click **Giphy → Configure**.
  </Step>

  <Step title="Toggle on">
    Set **Enable Giphy picker** to on.
  </Step>

  <Step title="Choose content rating">
    Pick one of: **G** (general audiences), **PG**, **PG-13**, or **R**. Default is **G** — recommended for most organizations.
  </Step>

  <Step title="Choose where the picker appears">
    Enable the picker per surface: feed posts, comments, recognition citations, group posts. You can toggle each independently.
  </Step>

  <Step title="Save">
    Employees see the new **GIF** button on their next page reload.
  </Step>
</Steps>

## What employees see

The Giphy picker opens a search box and a grid of trending GIFs. Employees can:

* Search by keyword (typing fetches results from Giphy in real time).
* Scroll trending GIFs without searching.
* Click any GIF to insert it into the post or comment.

The picker only returns GIFs at or below the content rating you configured.

## Content moderation interaction

If you have [AI content moderation](/admin/ai/ai-settings) enabled, posts containing GIFs are evaluated against your moderation rules just like text posts. Inappropriate GIFs (rare given the rating filter, but possible) are blocked or flagged the same way as text.

## Disable Giphy

Toggle **Enable Giphy picker** off in the same configuration screen. The GIF button disappears from all surfaces. Already-posted GIFs stay on the feed.

## Limits and gotchas

* Giphy availability depends on Giphy's API. Brief outages from Giphy will hide the picker temporarily.
* GIFs are hosted by Giphy, not Empuls. Posts referencing deleted Giphy URLs may render as broken images later.
* Lowering the content rating after a period of permissive use does not retroactively remove already-posted GIFs at a higher rating.

## Related

<CardGroup>
  <Card title="AI settings" href="/admin/ai/ai-settings">
    Configure content moderation that scans all posts including GIFs.
  </Card>

  <Card title="Social intranet" href="/employees/socials/social-intranet">
    Feed composer where the picker appears.
  </Card>

  <Card title="Feed settings" href="/admin/platform-settings/feed-and-profile-settings">
    Other feed-wide controls.
  </Card>
</CardGroup>


# Employee wellness sessions with 1to1 Help
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/1to1-help

1to1Help integrates with Empuls so every employee can access confidential employee counselling sessions without leaving the platform.

## About 1to1help

1to1Help is a holistic employee well-being platform offering personalized counselling and expert-led support. It helps employees manage stress, mental health, and personal challenges, while enabling organizations to build a healthier, productive, and emotionally resilient workforce.

## Why Integrate 1to1help with Empuls?

Integration with Xoxoday Empuls brings well-being and recognition together on one platform. Employees get the mental health support they need, while HR teams can drive engagement and rewards alongside holistic wellness programs.

## Key Benefits

For HR Teams

* Manage recognition and well-being from a centralized platform
* Provide easy access to counselling services
* Boost engagement with automated rewards and recognition

For Employees

* Confidential, one-on-one counselling sessions
* Direct access to well-being resources within Empuls
* Work in a supportive, mental health-friendly environment

## How Employees Can Use 1to1help

1to1Help gives employees a confidential and convenient way to address personal and professional challenges.

* Manage Stress & Anxiety
  * Get guidance on coping with work stress, deadlines, or anxiety
  * Learn practical techniques to reduce tension and stay focused

* Maintain Work-Life Balance
  * Receive support in balancing professional responsibilities with personal commitments.
  * Tips for managing time, prioritizing tasks, and avoiding burnout.

* Career Guidance & Performance Coaching
  * Improve productivity, focus, and overall performance.
  * Explore career decisions, goal-setting, and professional development opportunities.

* Relationship & Family Support
  * Guidance on managing interpersonal challenges, family stress, or parenting concerns.
  * Learn strategies to resolve conflicts and improve communication.

* Emotional & Mental Health Support
  * Discuss feelings of burnout, low motivation, or emotional distress in a safe space.
  * Receive practical advice from trained counselors.

## Co-Sponsor & Deliver 1to1help Benefits at Scale

Employers can purchase wellness benefits from 1to1 Help and provide services to multiple employees at once, simplifying distribution and ensuring the whole team has access to premium health programs. Follow the steps below:
​

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select 1to1help">
    * From the list of wellness partners, choose **1to1help**.

    <Frame>
      <img alt="1to1help tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employer details">
    Enter:

    * Number of employees to receive the benefit
    * Work email addresses
    * Phone number
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will get back to you with pricing and package details based on the number of employees you’re enabling the benefit for.

    <Frame>
      <img alt="1to1help enquiry form with employee count, work emails, and phone fields" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Redeem Points for 1to1help Services

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select 1to1help from the available options">
    Select\*\* 1to1help\*\* from the available options.

    <Frame>
      <img alt="1to1help listed under Shop Health & Wellness in the employee storefront" />
    </Frame>
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.

    <Frame>
      <img alt="1to1help counselling and wellbeing service selection screen" />
    </Frame>
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Co-Sponsor Health Benefits with Ease

Empuls allows organizations to co-sponsor wellness benefits like 1to1help at reduced costs, making it simple to invest in employee well-being without exceeding budget constraints.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Elevate workplace wellbeing with Ambrosian
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/ambrosian

Add workplace wellbeing resources to your benefits program with the Ambrosian and Empuls integration, set up in a few admin steps.

## About Ambrosian

Ambrosian Well-being & Engagement Resources Pvt. Ltd. is a workplace wellbeing partner helping organisations infuse life and vitality into their cultures.

Through a comprehensive, science-backed ecosystem, Ambrosian combines Employee Assistance Programs (EAP), preventive health, and behavioural interventions to support employees and their families. Leveraging a network of qualified professionals and structured frameworks, Ambrosian offers multi-lingual confidential counselling, life-stage support, and integrated mental and physical wellbeing solutions designed to support emotional resilience, improve everyday functioning and enable healthier, happier, high-performing teams.

## Why Connect Ambrosian with Empuls

Integrating Ambrosian with Empuls brings you a science-backed, holistic wellbeing ecosystem seamlessly into organisations. This integration brings wellbeing into the flow of work, combining employee engagement with accessible, everyday support through access to counselling, assessments, self-care tools, and proactive wellbeing resources - in one unified experience.

Moving beyond traditional EAPs, Ambrosian supports the realities employees navigate across mental health, physical vitality, and life-stage needs, through therapy, preventive health tools, leadership interventions, and awareness programs. Employees can also access mindfulness practices, resilience-building modules, and structured self-help resources for everyday well-being.

For organisations, this helps enhance engagement, reduce burnout and absenteeism, strengthen workforce connection, and build a psychologically safe culture supported by measurable insights.

## Key Benefits

**For HR**

* **End-to-end, personalised wellbeing ecosystem:** Deliver tailored support across mental health, physical vitality, and life-stage needs to meet diverse employee requirements.
* **Enhanced engagement and retention:** Strengthen employee morale and retention through personalised wellbeing initiatives, supported by integrated programs, campaigns, and leadership interventions.
* **Centralised program delivery:** Seamlessly deploy counselling, workshops, and wellbeing initiatives through a unified platform.
* **Data-driven insights & impact measurement:** Access anonymized, real-time dashboards to track usage analytics, wellbeing indicators, and engagement trends supported by an internationally validated ROI measurement tool that helps HR teams quantify impact.
* **Workplace culture strengthening:** Enable psychological safety, better communication, and healthier team dynamics.

**For Employees**

* **Confidential, accessible support:** Connect with qualified psychologists through unlimited video, phone, or in-person sessions for stress, anxiety, burnout, relationships, and personal challenges.
* **Holistic wellbeing access:** Benefit from mental health, physical vitality, fitness, resilience and daily functioning in one integrated ecosystem.
* **Personalised self-help & skill building:** Access guided resources and modules for stress management, emotional resilience, self-awareness, life transitions and personal growth.
* **Awareness & engagement programs:** Participate in webinars, workshops, and campaigns designed to build awareness, reduce stigma, and promote sustainable wellbeing practices.
* **Family-inclusive care:** Extend wellbeing support to family members for more comprehensive care.
* **Privacy and trust:** All services are delivered with 100% confidentiality and secure access, ensuring a safe and trusted experience.

## How Employees Can Use Ambrosian

* **Access confidential support in a preferred format**: Connect with qualified professionals through video, phone, or in-person sessions based on comfort, need and schedule.
* **Get timely support, when it matters**: Seek guidance for everyday challenges or deeper concerns with flexible access designed to support different moments of need.
* **Engage with guided tools & assessments**: Explore structured self-assessments, therapy-informed exercises, and progress-oriented tools to build awareness and track wellbeing journeys.
* **Build everyday wellbeing practices**: Access curated resources such as mindfulness practices, resilience tools, and self-guided exercises to support emotional balance and mental fitness.
* **Support overall health and energy**: Leverage integrated programs focused on life transitions, sleep, nutrition and physical vitality to improve daily functioning and long-term wellbeing.
* **Participate in organisation-wide initiatives**: Join ongoing campaigns, workshops, and wellbeing interventions that make wellbeing visible and accessible within the workplace.
* **Experience secure and compliant care**: All services are delivered with strict confidentiality and adhere to industry-standard security protocols, including ISO compliance and VAPT-certified systems, ensuring safe, trusted, and secure access at every step.

## Deliver Ambrosian Benefits at Scale

Organisations can offer Ambrosian's integrated wellbeing ecosystem across their workforce, extending support to employees and their families through preventive, therapeutic, and engagement-driven interventions. Integrated with Empuls, this enables seamless access to counselling, wellbeing resources, and structured programs while simplifying delivery for HR teams.

This approach helps organisations build a culture of care where wellbeing is visible, accessible, and part of everyday work.

## Steps to Activate Ambrosian on Empuls

<Steps>
  <Step title="Log in to Empuls">
    Click on Reports & Admin to access the Admin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    Navigate to Program >> Manage Benefits >> Wellness Benefits.
  </Step>

  <Step title="Select Ambrosian">
    From the list of wellness partners, choose Ambrosian Well-being & Engagement Resources Pvt. Ltd.

    <Frame>
      <img alt="Ambrosian tile in the Empuls wellness partners list" />
    </Frame>
  </Step>

  <Step title="Explore available offerings">
    View Ambrosian's integrated wellbeing programs, including counselling, preventive health, and engagement initiatives.
  </Step>

  <Step title="Enter organisation details">
    Provide the required information:

    * Number of employees
    * Work email addresses
    * Phone numbers

    <Frame>
      <img alt="Ambrosian enquiry form with employee count, work emails, and phone numbers" />
    </Frame>
  </Step>

  <Step title="Submit an enquiry">
    Click Enquire to share the request. Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm and activate">
    Our team will connect to align on requirements, confirm pricing, and activate the well-being benefits.
  </Step>
</Steps>

## How Employees Can Access Ambrosian

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials
  </Step>

  <Step title="Navigate to Shop" />

  <Step title="Choose Ambrosian from the available options">
    Choose Ambrosian from the available options
  </Step>

  <Step title="Pick the service you need">
    Pick the service you need
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on Pay
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Apollo Labs wellness: employee health checkups, simplified
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/apollo-labs

Add simplified employee health checkups to your benefits program with the Apollo Labs Wellness and Empuls integration, set up in a few admin steps.

## About Apollo Labs Wellness

Apollo Labs Wellness is the preventive health and diagnostics arm of Apollo Hospitals — India's largest and most trusted healthcare network with over 40 years of pioneering experience. Apollo Labs offers comprehensive, personalised health checkup packages powered by AI-driven predictive risk analysis, NABL-certified laboratories, and expert physician consultations. With a pan-India network of 700+ collection centres and 100+ labs spanning 34+ cities, Apollo Labs brings world-class diagnostics directly to your employees — at the clinic or at home.

## Why Connect Apollo Labs Wellness with Xoxoday Empuls

Integrating Apollo Labs Wellness with Xoxoday Empuls lets you move beyond recognition and rewards to build a culture of proactive health. Employees can access structured preventive health checkups, personalised health risk assessments, and specialist consultations — all within their existing Empuls benefits journey. HR can now offer a tangible, life-impacting wellness benefit that demonstrates genuine care for every employee.

## Key Benefits

**For HR**

* \*\*Preventive-first approach: \*\*Detect health risks early before they affect productivity or attendance.

* \*\*Pan-India coverage: \*\*Employees across all locations can access Apollo Labs' extensive network.

* \*\*AI-powered personalisation: \*\*Health risk assessments tailored to each employee's profile and history.

* \*\*Simplified procurement: \*\*One integrated workflow to provision health checkups for your entire workforce.

**For Employees**

* \*\*Comprehensive health checkups: \*\*Blood tests, ECG, lipid profile, thyroid, diabetes panel, and more.

* \*\*Flexible access: \*\*Book a clinic visit or opt for home sample collection at no extra hassle.

* \*\*Fast, reliable results: \*\*NABL-certified labs with results typically available within hours.

* \*\*Physician consultation included: \*\*Expert doctors interpret results and guide the next steps.

* \*\*Personalised health plans: \*\*Tailored wellness recommendations based on individual health data.

## What Employees Can Access with Apollo Labs Wellness

* \*\*Apollo ProHealth Whole Body Check: \*\*A comprehensive multi-organ evaluation covering cardiovascular, metabolic, and lifestyle disease markers.

* \*\*Apollo ProHealth Master Health Check: \*\*An all-inclusive check for early detection of common chronic conditions.

* \*\*Apollo ProHealth Executive Health Check: \*\*Designed for working professionals with high-stress lifestyles — covers blood sugar, cholesterol, liver function, kidney function, ECG, and physician review.

* \*\*Apollo ProHealth Heart Check: \*\*A dedicated cardio-focused package for early identification of heart disease risk factors.

* \*\*Apollo Personalised Health Check (pHRA): \*\*India's first AI-powered predictive health management program — evaluates individual health risk and generates a personalised path to wellness.

* \*\*Pre-employment Health Check: \*\*Establish health baselines for new joiners and screen for existing conditions that may affect work performance.

* \*\*Home Sample Collection: \*\*A trained phlebotomist visits the employee at home or office for hassle-free sample collection.

## Co-Sponsor & Deliver Apollo Labs Wellness Benefits at Scale

Procure Apollo Labs Wellness health checkup packages for your teams and roll them out through Xoxoday Empuls so every employee can book a checkup, access personalised health reports, and consult physicians — all as part of their benefits. Follow the steps below to activate Apollo Labs Wellness for your organisation.

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    Click on Reports & Admin to land on the Admin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    Navigate to Program > Manage Benefits > Wellness Benefits.

    <Frame>
      <img alt="Program Manage Benefits Wellness Benefits navigation in Empuls" />
    </Frame>
  </Step>

  <Step title="Select Apollo Labs Wellness">
    From the list of wellness partners, choose Apollo Labs Wellness.
  </Step>

  <Step title="View Available Packages">
    Browse the Apollo Labs Wellness checkup packages available for your organisation — from basic corporate health checks to comprehensive ProHealth programs.
  </Step>

  <Step title="Fill in the Employee Details">
    * Enter the number of employees.
    * Provide work email addresses.
    * Add phone numbers for coordination.

    <Frame>
      <img alt="Apollo Labs Wellness enquiry form with employee count, emails, and phone fields" />
    </Frame>
  </Step>

  <Step title="Send an Enquiry">
    * Click Enquire.
    * Our team will respond with package details and pricing tailored to your workforce size.
  </Step>

  <Step title="Confirm the Requirement">
    Our team will connect with you, confirm pricing and requirements, and activate the Apollo Labs Wellness health checkup benefit for all employees.

    \*\*Support \*\*

    For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com)
  </Step>
</Steps>


# AI-led eye-health screening with Aurae Digital
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/aurae-digital

Connect Aurae Digital with Empuls to give employees access to AI-led eye health screening, managed alongside your other wellness benefits.

## **About Aurae Digital**

Aurae Digital is a comprehensive employee benefit & OPD platform offering proprietary AI-led health screening solutions, including advanced digital imaging and analysis for early detection and monitoring of eye health.

## **Why Connect Aurae Digital with Xoxoday Empuls**

Adding Aurae Digital to Xoxoday Empuls enables organizations to promote preventive, AI-driven eye screenings within their engagement and benefits ecosystem, supporting timely detection and follow-up.

## **Key Benefits**

* **For HR**
  * **Preventive care at scale:** Promote early eye-health detection.
  * **Simple rollout:** Offer screenings via a single, unified partner.
  * **Wellbeing signal:** Reinforce commitment to employee health.

* **For Employees**
  * **AI-led analysis:** Advanced digital imaging and insights.
  * **Early detection:** Monitor eye conditions proactively, including cataracts.
  * **Convenient access:** Use a comprehensive, one-stop platform.

## **How Employees Can Use Aurae Digital**

* **Face & Cataract Scan**
  Book the Face and Cataract Scan to access advanced digital imaging and AI-driven analysis for early detection and monitoring of eye health, including cataracts.

## **Co-Sponsor & Deliver Aurae Digital at Scale**

Employers can sponsor access to Aurae Digital’s screenings for employees, streamlining benefit distribution and boosting participation in preventive care.

**Follow the steps below to bring Aurae Digital to your organization:**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**
  </Step>

  <Step title="Select Aurae Digital">
    * From the list of wellness partners, choose Aurae Digital.

    <Frame>
      <img alt="Aurae Digital tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Aurae Digital enquiry form with employee count, emails, and phone numbers" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Circle Health: employee wellness, simplified
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/circle-health

Circle Health integrates with Empuls so every employee can access simplified employee wellness benefits without leaving the platform.

## About Circle Health

Circle Health provides free consultations with medical and wellness experts—doctors, nutritionists, psychologists, and physiotherapists, backed by 24×7 doctor & care-manager support and discounted tests and medicines.

## Why Connect Circle Health with Xoxoday Empuls

Bringing Circle Health into Xoxoday Empuls lets you complement recognition and engagement with always-on healthcare access. Employees get expert guidance and structured care programs; HR can extend preventive care benefits and show a tangible commitment to wellbeing.

## Key Benefits

* **For HR**
  * **Always-on care**
    24×7 doctor & care-manager support for employees.
  * **Preventive programs**
    Ready-to-enroll condition programs for common needs.
  * **Cost advantages**
    Discounted tests & medicines as part of the benefit.

* **For Employees**
  * **Free expert consults**
    Doctors, nutritionists, psychologists & physiotherapists.
  * **Personalized plans**
    Structured guidance to build healthy, sustainable habits.

## How Employees Can Use Circle Health

* **Weight Management Program**
  Personalized plans for healthy weight loss, maintenance, and overall fitness.

* **Diabetes Management Program**
  Care and guidance to manage blood sugar and overall health.

* **PCOS Management Program**
  Support to manage PCOS and hormonal health.

* **Dyslipidemia Management Program**
  Guidance to manage cholesterol and maintain heart health.

## Co-Sponsor & Deliver Circle Health Benefits at Scale

Procure Circle Health access for your teams and roll it out through Xoxoday Empuls so every employee can consult experts, enroll in programs, and receive ongoing care with built-in savings. Follow the steps below to bring Circle Health to your organization:

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**.

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Circle Health">
    * From the list of wellness partners, choose Circle Health.

    <Frame>
      <img alt="Circle Health tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.

    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Circle Health enquiry form with employee count, emails, and phone numbers" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Dental care with Clove Dental
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/clove-dental

Add dental checkups and treatment discounts to your benefits program with the Clove Dental and Empuls integration, set up in a few admin steps.

## About Clove Dental

Clove Dental is India's largest dental chain with 600+ multi-specialty clinics, 1200+ expert dentists, and presence across 27 cities. Their Corporate Dental Health Programme addresses stress-related oral health issues through preventive education, assessments, and accessible healthcare delivery, helping organizations reduce dental-related absenteeism and healthcare costs.

## **Why Connect Clove Dental with Empuls**

Integrating Clove Dental with Empuls combines employee engagement with preventive oral healthcare. Employees gain easy access to dental checkups, treatments, and emergency care at convenient locations, while HR can promote wellness, reduce absenteeism, and demonstrate care through accessible health benefits.

## **Key Benefits**

* **For HR**
  * All-in-one platform: rewards + comprehensive dental wellness
  * Nationwide coverage: 600+ clinics across 27 cities for easy employee access
  * Reduced absenteeism: Preventive care addresses dental issues before they escalate
  * Simplified administration: Centralized booking and benefit delivery at scale
* **For Employees**
  * Convenient access: Walk-in appointments at 600+ clinics near home or office
  * Weekend availability: All clinics open on Saturdays and Sundays
  * Comprehensive care: From routine checkups to complex procedures
  * Expert treatment: 1200+ qualified dentists including specialists
  * Flexible payments: Cash, card, and digital payment options

## **How Employees Can Use Clove Dental**

* **Preventive Care** Routine dental checkups, cleanings, and oral health assessments to catch issues early and maintain healthy gums and teeth.
* **Restorative Treatments** Comprehensive solutions like root canal therapy, crowns, dentures, and dental implants to restore function and comfort.
* **Orthodontics & Alignment** Consultations and treatments for braces, clear aligners, and bite correction to achieve proper teeth alignment.
* **Cosmetic Dentistry** Teeth whitening, veneers, and smile enhancement procedures to boost confidence and appearance.
* **Surgical & Emergency Care** Safe wisdom tooth extractions, emergency dental treatments for pain or injury, and immediate care for infections or trauma.
* **Corporate Dental Wellness** On-site dental camps, awareness sessions, and educational programs to promote preventive oral health at the workplace.

## **Co-Sponsor & Deliver Clove Dental Benefits at Scale**

Employers can purchase wellness benefits from Clove Dental and provide services to multiple employees at once, simplifying distribution and ensuring the whole team has access to premium health programs. Follow the steps below:
​

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Clove Dental">
    * From the list of wellness partners, choose **Clove Dental.**

    <Frame>
      <img alt="Clove Dental tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employer details">
    Enter:

    * Number of employees to receive the benefit
    * Work email addresses
    * Phone number
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.

    <Frame>
      <img alt="Clove Dental enquiry form with employee count, emails, and phone fields" />
    </Frame>

    * Our team will get back to you with **pricing and package details** based on the number of employees you’re enabling the benefit for
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## **Co-Sponsor Health Benefits with Ease**

Empuls allows organizations to co-sponsor wellness benefits like Clove Dental at reduced costs, making it simple to invest in employee well-being without exceeding budget constraints.

## **Support**

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Comprehensive flexibility & mobility wellness with STRETCHIT
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/comprehensive-flexibility-mobility-wellness-with-stretchit

Add guided flexibility and mobility training to your benefits program with the STRETCHIT and Empuls integration, set up in a few admin steps.

## About STRETCHIT

STRETCHIT is a digital flexibility and mobility training platform designed to improve movement, posture, and overall physical well-being. The platform provides structured stretching programs guided by expert coaches to help users reduce muscle stiffness, prevent injuries, and improve flexibility over time.

Through the STRETCHIT mobile app, users gain access to personalized stretching routines, guided mobility sessions, and progressive training programs tailored to different fitness levels and health goals. The platform focuses on improving mobility, reducing musculoskeletal discomfort, and supporting healthier movement habits for people with sedentary or desk-based lifestyles.

## Why Connect STRETCHIT with Empuls

Integrating STRETCHIT with Empuls enables organizations to support employee well-being by addressing mobility, posture, and physical strain caused by long working hours and sedentary routines. This integration helps companies introduce structured flexibility programs that encourage movement, reduce workplace discomfort, and improve overall employee wellness.

## Key Benefits

**For HR**

* **Improved workplace wellness**
  Structured flexibility programs help address common workplace issues such as back pain, muscle stiffness, and poor posture.

* **Preventive health support**
  Regular stretching routines can help reduce the risk of musculoskeletal issues and support long-term physical well-being.

* **Employee engagement**
  Interactive wellness programs encourage employees to stay active and maintain healthier daily routines.

* **Seamless program access**
  Employees can easily access flexibility training sessions through the Empuls platform.

**For Employees**

* **Guided stretching programs**
  Access professionally designed flexibility routines tailored to different skill levels.

* **Improved mobility and posture**
  Programs designed to help relieve tension from long sitting hours and improve body alignment.

* **Convenient training sessions**
  Short and effective sessions that can be performed anytime through the STRETCHIT mobile app.

* **Progressive flexibility training**
  Structured programs that help employees gradually improve flexibility and range of motion.

## How Employees Can Use STRETCHIT

* **Guided Stretching Sessions**

Employees can follow structured stretching routines led by professional trainers that target flexibility, mobility, and posture improvement.

* **Mobility Training Programs**

Users can participate in progressive mobility programs designed to improve joint health and muscle flexibility.

* **Workplace-Friendly Routines**

Short routines designed specifically for people who spend long hours sitting or working at a desk.

* **Progress Tracking**

Employees can track their flexibility progress and stay consistent with guided sessions through the STRETCHIT mobile app.

* **Corporate Wellness Programs**

Organizations can introduce flexibility and mobility training programs to support employee health, reduce physical strain, and promote active lifestyles.

## Co-Sponsor & Deliver STRETCHIT Benefits at Scale

Employers can roll out STRETCHIT’s flexibility and mobility programs across their organization, ensuring employees have access to structured movement and stretching routines. By integrating with Empuls, companies can streamline wellness initiatives, improve participation, and support healthier work habits.

**Follow the steps below to bring STRETCHIT to your organization:**

<Steps>
  <Step title="Log in to Empuls">
    Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    Navigate to **Program >> Manage Benefits >> Wellness Benefits**
  </Step>

  <Step title="Select STRETCHIT">
    From the list of wellness partners, choose STRETCHIT.
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers

    <Frame>
      <img alt="STRETCHIT enquiry form with employee count, work emails, and phone numbers" />
    </Frame>
  </Step>

  <Step title="Send an enquiry">
    Click **Enquire**. Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access STRETCHIT

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to **Empuls** with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select STRETCHIT from the available options">
    Select **STRETCHIT** from the available options.
  </Step>

  <Step title="Pick the well-being service you need">
    Pick the well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**

    **Support**

    For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.
  </Step>
</Steps>


# Holistic fitness & wellness with Cult.fit
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/cult-fit

Cult.fit integrates with Empuls so every employee can access gym memberships and fitness classes without leaving the platform.

## About Cult.fit

Cult.fit is India's largest integrated fitness and wellness platform with 200+ cult centers, 8,000+ partner gyms, and presence across 25+ cities. Their corporate wellness program combines fitness, nutrition, sports, and engagement activities to help organizations improve employee health, boost productivity, and create a culture of wellness through flexible access to workouts, expert guidance, and company-wide challenges.

## Why Connect Cult.fit with Empuls

Integrating Cult.fit with Empuls combines employee recognition with comprehensive fitness and wellness. Employees get flexible access to workouts, sports, nutrition, and wellness programs, while HR can drive engagement through wellness, track analytics, and demonstrate commitment to employee wellbeing.

## Key Benefits

* **For HR**
  * **All-in-one platform**
    Enhance the rewards and recognition ecosystem with easy access to fitness
  * **Drive engagement**
    Improve engagement with fitness challenges and transformation contests
  * **Flexible offerings**
    Avail the services at the center, at-home, and sports options for diverse workforce
* **For Employees**
  * **Multiple workout options**
    Easy access to 200+ cult centers + 8,000+ partner gyms nationwide
  * **Flexible scheduling**
    Avail the services from the center, at-home workouts
  * **Expert guidance:**
    Take guidance from the best of trainers, nutritionists, and wellness coaches
  * **Convenience**
    Book classes, track progress, and workout anytime through the cult app

## How Employees Can Use Cult.fit

* **Gym Access Across India**
  Get a 12-month gym membership with options like Cult Elite, Fitternity OnePass (includes OnePass & Cult HOME), or Fitso/Cultpass PLAY — giving you flexibility to choose how and where you work out.

* **Train Your Way**
  Enjoy access to top gyms, fitness studios, and Cult centers nationwide. Choose in-person workouts or home-based sessions through the Cult platform (as per your selected pass).

* **Dietician Consultations**
  Opt for 3, 6, or 8 consultation sessions with certified dieticians to receive personalized nutrition guidance and maintain healthy habits.

* **All-in-One Fitness Solution**
  Combine expert-led workouts and professional nutrition support to stay active, motivated, and balanced throughout the year.

## **Co-Sponsor & Deliver Cult.fit Benefits at Scale**

Employers can purchase corporate cult pass memberships and wellness programs for employees, simplifying benefit distribution and ensuring the whole team has access to comprehensive fitness and wellness solutions. Follow the steps below to bring Cult.fit to your organization:

**Step-by-Step Setup for Admins**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**
  </Step>

  <Step title="Select Cult.fit">
    * From the list of wellness partners, choose Cult.fit.

    <Frame>
      <img alt="Cult.fit tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers

    <Frame>
      <img alt="Cult.fit employee details form with count, work emails, and phone numbers" />
    </Frame>
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Enquire button to submit the Cult.fit benefits request for pricing" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and share the process to send the benefit to all employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Comprehensive health benefits with ekincare
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/ekincare

Ekincare integrates with Empuls so every employee can access annual health checkups and wellness screenings without leaving the platform.

## About Ekincare

Ekincare is an AI-driven health platform offering predictive, preventive, and personalized healthcare. With 10,000+ providers across India, it helps organizations save up to 25% on healthcare costs while improving employee well-being and reducing insurance premiums.

## Why Connect Ekincare with Empuls

Integrating Ekincare with Empuls combines employee engagement and wellness. Employees get telemedicine, preventive care, fitness, and mental health support, while HR can reduce costs, boost participation, and improve overall productivity.

## Key Benefits

* **For HR**
  * All-in-one platform: rewards + wellness
  * Up to 25% savings via preventive care
  * Real-time analytics for data-driven decisions
  * Minimal operational effort with AI and health specialists

* **For Employees**
  * 24/7 doctor consultations & e-pharmacy across 1000+ cities
  * Preventive care: checkups & personalized coaching
  * Fitness access to 6,000+ gyms
  * Mental wellness & dental care

## How Employees Can Use Ekincare

* **Annual Checkups**: Book screenings at 3,000+ centers, covering vitals, blood tests, and health profiles.
* **Telemedicine**: Connect with doctors online anytime, with follow-ups from home or office.
* **Mental Health & Wellness**: Access counseling and assessments to manage stress and build resilience.
* **E-Pharmacy**: Order medicines online with home delivery and up to 20% discount.
* **Fitness Programs**: Access 6,000+ gyms, wellness sessions, and personalized diet plans.
* **Dental & Vision Care**: Free consultations and discounted procedures, with on-site camps.
* **Health Coaching**: Personalized guidance to manage chronic conditions and achieve wellness goals.
* **AI Health Assistant**: 24/7 instant guidance for healthcare queries without waiting.

## Co-Sponsor & Deliver Ekincare Benefits at Scale

Employers can purchase health and wellness benefits from Ekincare and provide services to multiple employees at once, simplifying distribution and ensuring the whole team has access to premium health programs. Follow the steps below:
​

<Steps>
  <Step title="Log in to Empuls">
    Click on **Reports & Admin** to land on Admin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Programs">
    Navigate to **Program** >> **Manage Benefits** >> **Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Ekincare">
    From the list of wellness partners, choose **Ekincare**.

    <Frame>
      <img alt="Ekincare tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employer details">
    Enter:

    * Number of employees to receive the benefit
    * Work email addresses
    * Phone number
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will get back to you with pricing and package details based on the number of employees you’re enabling the benefit for. You can also customise the packages to suit your organisation’s specific HR requirements.
  </Step>
</Steps>

## **How Employees Can Redeem Points for Ekincare Services**

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop** → **Health & Wellness**.

    <Frame>
      <img alt="Ekincare listed under Shop Health & Wellness in the employee storefront" />
    </Frame>
  </Step>

  <Step title="Select Ekincare from the available options">
    Select **Ekincare** from the available options.
  </Step>

  <Step title="Pick the health service or wellness benefit you">
    Pick the health service or wellness benefit you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay**.

    <Note>Note: Employees may redeem their available points, or use both points and an additional payment amount, to complete the transaction.</Note>
  </Step>
</Steps>

## **Co-Sponsor Health Benefits with Ease**

Empuls allows organizations to co-sponsor wellness benefits like Ekincare at reduced costs, making it simple to invest in comprehensive employee health and wellbeing without exceeding budget constraints.

## **Support**

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Achieve lasting wellness with Elevate Medical weight loss
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/elevate-medical

Connect Elevate Medical with Empuls to give employees access to medically supervised weight-loss programs, managed alongside your other wellness benefits.

## About ElevateNow

ElevateNow is a leading medical weight loss and wellness platform designed to help individuals achieve sustainable health goals through personalized, science-backed programs. With physician-supervised care, customized nutrition plans, and ongoing support, Elevate combines medical expertise and technology to make healthy living simple, safe, and effective.

##

## Why Connect ElevateNow with Xoxoday Empuls

Integrating ElevateNow with Empuls enables organizations to support employee wellbeing through structured medical weight loss programs. This partnership empowers HR teams to offer evidence-based wellness solutions that enhance physical health, confidence, and productivity—creating a workforce that feels and performs its best.

## Key Benefits

**For HR**

* Promote holistic wellness: Encourage sustainable weight management and healthy lifestyle habits.
* Simplify program delivery: Offer ElevatNow’s wellness programs directly through the Empuls platform.
* Boost engagement: Foster a culture of wellbeing with measurable health outcomes.

**For Employees**

* Personalized care: Access medically supervised weight loss plans tailored to individual goals.
* Comprehensive support: Receive guidance from licensed professionals, nutritionists, and coaches.
* Sustainable results: Learn healthy habits that lead to long-term wellness and improved energy.

## How Employees Can Use ElevateNow

* Start Your Wellness Journey Employees can register for Elevate’s programs via Empuls to schedule consultations, track progress, and receive personalized plans through the Elevate platform.
* Access Continuous Support Stay connected with healthcare professionals, monitor results, and receive lifestyle recommendations to sustain health goals over time.

## Co-Sponsor & Deliver Elevate at Scale

Integrate ElevateNow across your organization through Empuls to promote healthier lifestyles and boost workforce vitality. Measure participation, highlight health improvements, and make wellbeing a core part of your workplace culture.

## Support

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Employee wellness support with Samvedna Care
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/employee-wellness-support-with-samvedna-care

Add mental health counselling for employees to your benefits program with the Samvedna Care and Empuls integration, set up in a few admin steps.

## **About Samvedna Care**

Samvedna Care supports employee emotional wellbeing with counseling, individual and group therapy, and eldercare. Expert counselors reduce stress, build resilience, and address work-life challenges, fostering a culture that prioritizes mental health, awareness, and employee satisfaction.

## **Why Connect with Samvedna Care**

Xoxoday and Samvedna Care combine engagement and wellbeing - giving employees easy access to online counselling, psychiatrist consultations, eldercare and dementia support, while helping HR promote workplace mental health, drive participation, and improve overall well‑being and productivity.

## **Benefits**

* **For Organization/HR Teams**

  * One platform for counseling, therapy, and eldercare support.
  * Fosters a mental-health-first culture.
  * Boosts satisfaction with expert care.
  * Frees HR to focus on programs.
* **For Employees**

  * Individual or group therapy options.
  * Eldercare guidance for better balance.
  * A workplace that prioritizes well-being.

## **How Employees Can Use Samvedna Care**

* **Access to Counseling**

  Book one-on-one sessions easily with experienced counselors for stress management, emotional support, or personal issues.

* **Mental Health Assessments**

  Take confidential self-assessments to evaluate their mental health and get personalized recommendations.

* **Elder Care Support**

  Avail guidance and support for employees managing eldercare responsibilities, reducing stress and improving focus at work.

* **Workshops & Training**

  Participate in mental wellness workshops and training sessions to build emotional resilience and improve overall well-being.

* **Confidentiality**

  Completely confidential interactions allowing employees to feel safe and supported when seeking help.

## **Support**

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Empower employee mental wellness with Your DOST
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/empower-employee-mental-wellness-with-your-dost

Add confidential mental wellness counselling to your benefits program with the Your DOST and Empuls integration, set up in a few admin steps.

## **About Your DOST**

Your DOST provides confidential mental health support through one-on-one counseling, self-help tools, and workshops. Its clinically validated approach builds emotional resilience and long-term wellbeing for employees.

## **Why Connect with Your DOST**

Integrating Your DOST with Xoxoday brings mental health and employee engagement together on one platform. Employees can access confidential counselling and self-care tools directly through the platform, while HR teams can foster an open, stigma-free culture of emotional wellness—leading to improved morale, reduced burnout, and stronger team connections.

## **Key Benefits**

* **For Organizations**

  * **Enhance employee wellbeing**
    Address emotional and mental health proactively.
  * **Boost productivity**
    Support mental clarity, focus, and motivation at work.
  * **Reduce attrition**
    Help employees manage burnout and stress effectively.
  * **Measure impact**
    Access anonymized wellness insights to guide HR initiatives.
* **For Employees**

  * **24/7 availability**
    Access emotional support anytime, anywhere.
  * **Diverse expertise**
    Assess professional counselling specializing in stress, anxiety, relationships, career issues, and more.
  * **Personal growth**
    Access life coaching for confidence, performance, and leadership skills.
  * **Completely private**
    All sessions are 100% confidential and secure.

## **How Employees Can Use Your DOST**

* **Connect with a Counselor**
  Book one-on-one online sessions with licensed psychologists or life coaches.

* **Instant Chat Support**
  Get immediate help through real-time chat with emotional wellness experts.

* **Video or Audio Therapy**
  Choose flexible formats for therapy sessions based on comfort and need.

* **Self-Help Tools**
  Access personalized assessments, progress tracking, and self-guided exercises.

* **Confidentiality & Security**
  All data and sessions are encrypted and anonymized to protect employee privacy.

## **Support**

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Health & wellness - FAQs
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/faqs

Browse frequently asked questions about health and wellness integrations on Empuls, from setup to day-to-day admin tasks.

<AccordionGroup>
  <Accordion title="What are the key features of the Xoxoday Wellness solution?">
    Xoxoday Wellness is a holistic platform designed to support the emotional, mental, and physical well-being of employees. The solution is divided into several key functional areas:

    * Mental Health & Counseling Services Our platform provides professional, confidential support for emotional well-being:
      * 24/7 Support: Immediate access to a toll-free helpline for crisis and emotional support.
      * Flexible Session Booking: Employees can schedule sessions via video call, chat, or e-counseling.
      * Crisis Protocols: Includes psychiatric-validated suicide prevention and Critical Incident Stress Debriefing (CISD) for workplace trauma.
    * Preventive & Physical Health Benefits We offer a range of medical services to support physical health for employees and their families:
      * Outpatient Services: Access to doctor consultations, diagnostics, and pharmacy services.
      * Specialized Care: Coverage for dental and vision care.
      * Flexible Claims: Support for both cashless transactions and reimbursement models.
      * Family Coverage: Options to include spouses, children, and parents in the wellness plan.
    * Managerial & Leadership Tools The platform empowers leadership to build a supportive culture through:
      * Sensitization Workshops: Training for managers to identify early signs of employee burnout or stress.
      * Referral Workflows: A structured process for managers to connect employees with professional support.
      * Leadership Briefings: Regular updates for stakeholders on program efficacy and workplace health trends.
    * Digital Wellness Library & Engagement Continuous learning and engagement are driven by our digital-first approach:
      * Secure Wellness Portal: 24/7 access to curated articles, podcasts, and self-assessments.
      * Webinar Series: Live and recorded sessions covering over 80 wellness topics.
      * Awareness Toolkits: Custom-branded posters, newsletters, and digital collateral to promote wellness internally.
    * Security, Reporting, and Success Management We provide enterprise-level tools for administrators to track and secure their program:
      * Data Dashboards: Monthly and quarterly reports on adoption, utilization rates, and engagement trends.
      * Dedicated Success Manager: A CSM is assigned to your account to help optimize the platform and meet organizational goals.
      * Compliance & Security: The platform is GDPR, ISO 27001, and SOC 2 compliant, featuring SSO (Single Sign-On) for secure access.
  </Accordion>

  <Accordion title="How does the Xoxoday R&R platform support wellness challenges and employee incentives?">
    The Xoxoday employee engagement platform offers robust wellness programs designed to improve productivity, reduce burnout, and reinforce a culture of care and balance.

    Key features include:

    • Incentivize Healthy Habits: Reward employees for achieving fitness goals, participating in mental wellness programs, or reaching lifestyle milestones.

    • Gamified Wellness Programs: Run engaging initiatives like step challenges, marathons, hydration goals, sleep trackers, and meditation sessions with leaderboards and team-based competitions.

    • Integration with Wearables & Apps: Seamlessly connect with fitness trackers such as Fitbit, Apple Watch, and Google Fit to automate progress tracking.

    • Real-Time Dashboards: Monitor participation, track progress, and analyze completion rates across departments and geographies.

    These wellness initiatives drive higher participation, support holistic health, and align with corporate well-being goals.
  </Accordion>

  <Accordion title="What wellness and health program features does the Xoxoday employee engagement solution provide?">
    The Xoxoday wellness and health platform delivers a holistic well-being solution that integrates fitness, preventive care, and gamified engagement to support employee health.

    Key features include:

    • OPD Coverage & Health Checkups: Employees can self-report entitlements, annual check-up completion, and insurance details. Administrators can configure reminders and nudges to ensure participation.

    • Fitness Challenges: Both individual and team-based challenges are available, including steps, hydration, mental wellness, and weight management. Features include badges, weekly goals, leaderboards, and group competitions to boost participation.

    • App Integration: The platform syncs seamlessly with Google Fit, Apple Health, Fitbit, and 50+ wearable devices, automatically updating step and activity data while ensuring data privacy.

    • Team Wellness: Collaborative wellness challenges promote teamwork, motivation, and sustained engagement across departments.

    This comprehensive approach helps organizations foster a culture of health, resilience, and well-being.
  </Accordion>
</AccordionGroup>


# Personalized nutrition and weightloss with Fitelo
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/fitelo

Add personalised nutrition and weight-loss plans to your benefits program with the Fitelo and Empuls integration, set up in a few admin steps.

## About Fitelo

Fitelo is India's personalized nutrition and wellness platform with 500+ doctors, nutritionists, and lifestyle experts, serving 25,000+ users across 55+ countries. Their evidence-based approach addresses weight management, disease management, and lifestyle transformation through customized diet plans based on individual body types, medical conditions, and preferences—helping organizations reduce lifestyle-related absenteeism and healthcare costs.

## Why Connect Fitelo with Empuls

Integrating Fitelo with Empuls combines employee engagement with personalized nutrition and wellness. Employees gain access to expert-led diet plans, health coaching, and disease management support, while HR can promote preventive health, track wellness outcomes, and build a culture of sustainable wellbeing.

## Key Benefits

* **For HR**
  * **All-in-one platform:** Execute employee engagement and personalized nutrition and wellness
  * **Reduce healthcare costs:** Address lifestyle diseases before they escalate
  * **Boost productivity:** Healthier employees with improved energy and focus
  * **Measurable outcomes:** Gain visibility into engagement levels, health scores, and program outcomes with real-time reports.
* **For Employees**
  * **Personalized plans:** Diet plans tailored to body type, lifestyle, and medical conditions
  * **Expert guidance:** 500+ nutritionists, doctors, and wellness coaches
  * **Holistic approach:** Nutrition, fitness, and habit coaching
  * **Long-term results:** Sustainable lifestyle changes, not quick fixes

## How Employees Can Use Fitelo

* **Customized Diet Plans**
  Get personalized nutrition plans based on your body type, food preferences, lifestyle, and medical conditions for sustainable weight management.

* **Weight Loss Programs**
  Access structured weight loss programs with expert guidance, meal plans, progress tracking, and regular nutritionist consultations to achieve your goals.

* **Disease Management**
  Manage diabetes, thyroid, PCOD/PCOS, and other lifestyle conditions through specialized diet plans designed by medical experts.

* **Metabolism Improvement**
  Optimize your metabolism through structured eating patterns, portion control, and nutrient timing guided by expert nutritionists.

## Co-Sponsor & Deliver Fitelo Benefits at Scale

Employers can provide personalized nutrition services to multiple employees at once, simplifying benefit distribution and ensuring employees have access to expert-led health transformation programs.
​
​**Step-by-Step Setup for Admins:**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point to the Empuls Admin Dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Program > Manage Benefits > Wellness Benefits navigation" />
    </Frame>
  </Step>

  <Step title="Select Fitelo">
    * From the list of wellness partners, choose **Fitelo.**

    <Frame>
      <img alt="Fitelo tile in the wellness partners list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Fitelo enquiry form with employee details and Enquire button" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Fitelo

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select Fitelo from the available options">
    Select\*\* Fitelo \*\*from the available options.

    <Frame>
      <img alt="Fitelo card under Shop > Health & Wellness on the employee app" />
    </Frame>
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.

    <Frame>
      <img alt="Fitelo counselling and wellbeing service selection screen" />
    </Frame>
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Fitness challenges
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/fitness-challenges

Bring gamified fitness challenges with leaderboards and rewards to your team by integrating fitness challenges with Empuls, all tracked from one wellness dashboard.

## Objectives

* **Enterprise-Ready Wellness Solution:** Empuls provides a lightweight yet robust wellness feature that meets the expectations of enterprise clients, enabling organizations to offer structured fitness and wellness programs without complex setup.
* **Boost Employee Engagement:** By introducing daily challenges, organizations can drive consistent app usage and active participation, keeping employees motivated and connected to wellness initiatives.
* **Encourage Healthy Habits:** Structured challenges and milestone-based tracking help employees stay accountable, fostering regular fitness routines and promoting overall wellbeing across the workforce.

## Key Features & Functionality

* **Challenge Creation** Pre-defined Challenges: The system will offer ready-made recurring challenges (e.g., “10K steps per day,” “Workout at least 30 minutes daily,” “Weekend 5K/10K,” etc.), the admins will be able to turn them On / Off for their organization.

* **Challenge Participation & Tracking**
  * Join/Leave: Users can discover and join challenges from a dedicated “Challenges” section in the mobile app
  * Tracking Progress: The app automatically logs relevant data (steps, distance, time) from connected wearables or smartphone sensors. This information will be flowing from SpikeAPI.

* **Notifications & Reminders**
  * Reminders to complete daily goals or to log progress.
  * Updates when users are close to finishing a goal or when they have achieved a milestone.
  * Weekly / Monthly status of the challenges to the admins

## Rewards & Tracking

**Reward Mechanics**

* Each challenge is tied to clear, measurable rewards based on completion—daily, weekly, or at the end of the challenge.
* Multiple reward tiers (Bronze, Silver, Gold) recognize varying levels of achievement, motivating employees to reach higher performance goals.

**Integration with Leaderboards**

* Leverage the existing leaderboard system to manage challenge participation, track progress, and issue rewards seamlessly.
* Employees can see their standings in real-time and understand which reward tier they are on track to achieve, driving healthy competition and engagement.

**Analytics & Insights**

* **User Metrics:** Monitor completion rates, daily participation, retention, and drop-off points to gauge engagement.
* **Challenge Metrics:** Understand overall challenge performance, including average success rates and popularity of different activities.
* **Future Personalized Recommendations:** Use completion data to suggest next-level challenges, helping employees progress continuously and improving program effectiveness.

## Admin Guide: Managing Fitness Challenges

<Steps>
  <Step title="Access Fitness Challenges">
    * Log in to Empuls as an admin.
    * Navigate to **Wellness → Fitness Challenges**.
  </Step>

  <Step title="Enable a Challenge">
    * View available challenges:
      * **1**0K Steps Challenge
      * 30-Minute Workout Challenge
      * Weekend 10K Run Challenge
    * Toggle **Enable** to activate a challenge for your organization.
  </Step>

  <Step title="Configure Rewards">
    For each enabled challenge:

    * Define **reward points** for completion milestones.
    * Rewards can be configured for:
      * 10K Steps / 30-Minute Workout Challenge:
        * 15 days
        * 18 days
        * 21 days
        * 25 days
        * All days of the month
      * 10K Run Challenge:
        * 100% completion in 90 minutes or less
    * Click **Launch Challenge** to make it live.

    **Note:** Only users with the *Manage Challenges* permission can create or enable challenges.
  </Step>

  <Step title="Track Participation">
    * Use the **Challenge Analytics Dashboard** to view participation, engagement, and completion rates.
    * View leaderboard data and top performers per challenge.
  </Step>
</Steps>

## **Employee Guide: Joining a Fitness Challenge**

<Steps>
  <Step title="Discover Challenges">
    * Open the Empuls app.
    * Go to the **Challenges** tab.
    * Browse available challenges such as 10K Steps, 30-Minute Workout, or 10K Run.
  </Step>

  <Step title="Join a Challenge">
    * Tap **Join Challenge**.
    * If prompted, sync your fitness device or app (Fitbit, Garmin, Apple Health, Google Fit, etc.).
    * Once synced, your activity will automatically be tracked.
  </Step>

  <Step title="Track Your Progress">
    * View your daily and monthly stats on the gamified dashboard.
    * See streaks, milestones, and leaderboard position in real-time.
    * Earn points or rewards when you hit milestones.
  </Step>

  <Step title="Leave a Challenge">
    * To leave, tap **Leave Challenge** on the challenge screen.
    * Confirm to stop data tracking and exit the challenge.
  </Step>
</Steps>

## Challenge Ideas & Use Cases

* **Step & Activity Challenges**
  * **10K Steps a Day:** Walk 10,000 steps every day for a month.
  * **Weekend Walkathon:** Hit 15,000 steps across the weekend.
  * **Climb the Heights:** Complete 50 floors in a week using stairs.

* **Workout & Fitness Challenges**

**30-Minute Daily Workout:** Exercise for at least 30 minutes every day.

**Consistency Challenge:** Log workouts for 20 days in a month.

**Weekend Warrior:** Do two 60-minute sessions over the weekend.

* **Wellness & Mindfulness Challenges**

**Mindful 10:** Meditate for 10 minutes daily for 15 days.

**Hydration Goal:** Drink at least 2.5 liters of water each day.

**Sleep Well:** Track and maintain 7+ hours of sleep for 10 consecutive days.

* **Sports & Endurance Challenges**

**Cycling Challenge:** Cover 50 km in a week using any fitness tracker.

**Weekend 10K Run:** Complete a 10 km run within 90 minutes.

**Team Relay Challenge:** Collaborate as a team to achieve a combined goal of 200 km in a month.

* **Lifestyle & Habit Challenges**

* **Screen-Free Hour:** Stay off screens for 1 hour daily.

* **Healthy Plate:** Log a balanced meal every weekday.

* **No Sugar Week:** Go a week without added sugar.


# Unlock employee wellness with Fitpass
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/fitpass

Bring multi-gym and fitness studio access to your team by integrating Fitpass with Empuls, all tracked from one wellness dashboard.

## About Fitpass

Fitpass is India’s largest fitness and wellness network offering flexible access to 7,500+ gyms, studios, and fitness centers across 40+ cities. It empowers users with an integrated fitness ecosystem that includes AI-powered fitness tracking, personalized nutrition guidance, and corporate wellness programs designed to enhance employee health, reduce sedentary habits, and improve workplace productivity.

## Why Connect Fitpass with Empuls

Integrating Fitpass with Empuls helps organizations deliver holistic employee wellness experiences. Employees gain instant access to personalized fitness routines, gym memberships, and expert coaching, while HR teams can promote healthy lifestyles, measure engagement, and enhance retention through data-driven wellness insights.

## Key Benefits

* **For HR**
  * **Unified wellness platform**
    Combine engagement, rewards, and physical wellbeing.
  * **Reduce absenteeism**
    Encourage consistent fitness to improve employee health.
  * **Data-backed insights**
    Track participation and wellness outcomes.
  * **Attract and retain talent**
    Offer modern wellness benefits employees love.
* **For Employees**
  * **Personalized Fitness Options**
    Employees can select flexible subscription plans tailored to their lifestyle and fitness preferences.
  * **Smart Wellness Integration**
    Each plan enhances the fitness experience with connected tools to monitor progress and stay active.

## How Employees Can Use Fitpass

* **Choose a Subscription Plan**
  Select from 3, 6, or 12-month subscription options based on your fitness goals and preferences.

* **Access Fitness Benefits**
  Enjoy full access to Fitpass services and partner gyms as part of your chosen subscription plan.

* **Get a Smartwatch Add-on**
  Receive the FITPASS-NOISE Smartwatch worth ₹5,999 as an exclusive add-on with your subscription.

* **Track Fitness Progress**
  Use the smartwatch to monitor workouts, steps, and daily activity, helping you stay consistent and motivated.

## Deliver Fitpass Benefits at Scale

Employers can seamlessly roll out Fitpass Corporate Wellness Programs to empower their workforce with flexible fitness access, nutrition coaching, and holistic wellbeing. This helps create a culture of health-driven productivity while making fitness a rewarding part of everyday life.

**Follow the steps below:**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point to access the Empuls admin dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Program settings navigation to Manage Benefits and Wellness Benefits" />
    </Frame>
  </Step>

  <Step title="Select Fitpass Benefits">
    * From the list of wellness partners, choose Fitpass

    <Frame>
      <img alt="Fitpass tile selected from the list of available wellness partners" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Enquire button to send the Fitpass benefits request to the Empuls team" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Fitpass

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select Fitpass from the available options">
    Select\*\* Fitpass \*\*from the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**

    <Frame>
      <img alt="Pay button on the Fitpass benefit booking screen for employees" />
    </Frame>

    ##

    ​Support

    <Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>
  </Step>
</Steps>


# Wellbeing reimagined with Fitterfly
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/fitterfly

Bring personalised chronic-care wellness coaching to your team by integrating Fitterfly with Empuls, all tracked from one wellness dashboard.

## About Fitterfly

Fitterfly is a health-tech startup specializing in digital therapeutics (DTx) for metabolic health. Fitterfly combines personalized coaching with advanced technology to help individuals manage and reverse chronic conditions. The programs include:

* **Fitterfly Diabetes Prime**
  A 6–12 month program designed to prevent, manage, or reverse type 2 diabetes and prediabetes.

* **Fitterfly Weight Loss**
  A 3–6 month program focused on sustainable weight loss and maintenance.

* **Fitterfly FitHeart**
  A program aimed at improving heart health through lifestyle modifications.

Fitterfly's programs are clinically validated and have shown significant improvements in health outcomes, including reductions in HbA1c levels, weight loss, and enhanced physical fitness.

## Why Connect Fitterfly with Empuls

This integration empowers HR teams to offer employees data-driven, personalized care plans backed by science. With real-time progress tracking and expert support, it enhances engagement, well-being, and overall organizational productivity.

## Key Benefits

* **For HR**
  * **AI-driven health solutions**
    Provide employees with personalized metabolic health plans based on real-time data.
  * **Seamless integration**
    Easily incorporate Fitterfly's programs into existing wellness initiatives through the Empuls platform.
  * **Data-driven insights**
    Monitor employee health metrics and track program engagement to assess effectiveness.
  * **Cost-effective**
    Reduce healthcare expenses by addressing the root causes of chronic conditions and promoting preventive care.
* **For Employees**
  * **Personalized care**
    Receive tailored recommendations for nutrition, activity, sleep, and stress management.
  * **Continuous support**
    Access a dedicated care team of health coaches and medical professionals.
  * **Sustainable health improvements**
    Achieve long-term health goals, such as weight loss and medication reduction, through evidence-based interventions.
  * **User-friendly technology**
    Utilize the Fitterfly app to track progress and stay connected with your care team.

## How Employees Can Use Fitterfly

* **Enroll in the Program**
  Employees can sign up for Fitterfly's program through the Empuls platform, providing basic health information to personalize their care plan.

* **Wearable Sensors**
  Upon enrollment, employees receive wearable sensors that continuously monitor key health metrics, feeding data into their digital twin.

* **Personalized Recommendations**
  The Fitterfly app provides daily guidance on nutrition, activity, sleep, and stress management based on the individual's unique metabolic profile.

* **Regular Check-ins**
  Employees have access to regular consultations with health coaches and medical professionals to discuss progress and adjust their care plan as needed.

* **Track Progress**
  Through the Fitterfly app, employees can monitor their health metrics, set goals, and celebrate milestones, fostering motivation and sustained engagement.

## Co-Sponsor & Deliver Fitterfly Benefits at Scale

Enable employees to access Fitterfly’s personalized metabolic health programs organization-wide. Through Empuls integration, employers can easily launch wellness initiatives, monitor participation, and foster a healthier workplace culture. Follow the below steps:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Fitterfly">
    * From the list of wellness partners, choose Fitterfly.
  </Step>

  <Step title="View available packages">
    <Frame>
      <img alt="Fitterfly metabolic health program packages on Empuls" />
    </Frame>
  </Step>

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Fitterfly

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select Fitterfly from the available options">
    Select\*\* Fitterfly \*\*from the available options.

    <Frame>
      <img alt="Fitterfly listed under Shop Health & Wellness in the employee storefront" />
    </Frame>
  </Step>

  <Step title="Pick the well-being service you need">
    Pick the well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Physiotherapy & wellness with Fix Health
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/fix-health

Fix Health integrates with Empuls so every employee can access physiotherapy and pain-recovery sessions without leaving the platform.

## About Fix Health

Fix Health is India’s leading digital physiotherapy and chronic pain management platform. It connects users with certified physiotherapists to treat back, neck, knee, and joint pain through personalized, video-based therapy sessions—helping employees recover faster and stay healthier.

## Why Connect Fix Health with Xoxoday Empuls

Integrating Fix Health with Empuls enables organizations to offer accessible, expert-led physiotherapy care to employees. Through seamless integration, HR teams can promote preventive health programs, reduce absenteeism, and improve employee wellbeing—while employees receive tailored treatment plans from trusted professionals at their convenience.

## Key Benefits

* For HR
  * **Preventive Health Support**
    Promote early intervention and reduce long-term medical costs.
  * **Boost Productivity**
    Minimize absenteeism caused by physical discomfort or chronic pain.
  * **Centralized Wellness Management**
    Track participation and program outcomes easily.
  * **Employee Wellbeing Insights**
    Access reports and analytics to guide wellness strategy.

* F**or Employees**
  * **Expert Physiotherapy, Anytime**
    Employees can book online physiotherapy sessions with certified experts and follow personalized recovery plans from home or the workplace.
  * **Pain-Free Living**
    Through guided exercise programs, progress tracking, and therapist feedback, employees can manage pain effectively and maintain long-term musculoskeletal health.

## Deliver Fix Health Benefits at Scale

Employers can activate Fix Health programs via Empuls to make preventive physiotherapy accessible across teams. This integrated wellness approach reduces health risks, enhances productivity, and builds a resilient, healthier workforce.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Empower preventive health & wellness with HealthAssure
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/healthassure

HealthAssure integrates with Empuls so every employee can access preventive care and wellness screening without leaving the platform.

## **About HealthAssure**

HealthAssure is India’s leading primary healthcare aggregator, offering accessible and affordable wellness solutions across 1,500+ cities. Through its extensive network of 4,500+ healthcare centers, HealthAssure provides comprehensive preventive, outpatient, and telemedicine services—helping individuals and organizations take proactive control of their health and wellbeing.

## **Why Connect HealthAssure with Xoxoday Empuls**

Make wellness simple, preventive, and continuous for your employees. Integrating HealthAssure with Empuls enables HR teams to deliver holistic healthcare benefits—combining physical check-ups, virtual consultations, and lifestyle programs under one unified platform.

This partnership helps organizations foster a culture of wellness while improving productivity, morale, and long-term employee satisfaction.

## **Key Benefits**

**For HR**

* **Comprehensive wellness coverage:** Access to preventive care, diagnostics, and fitness programs in one place.

* **Simplified administration:** Easy benefit distribution and centralized visibility through Empuls.

* **Improved engagement:** Boost employee wellbeing and retention through regular health initiatives.

## **How Employees Can Use HealthAssure**

* \*\*Book Health Services \*\*
  Employees can use the HealthAssure portal to locate nearby clinics, book tests or consultations, and access digital health reports.

* **Telemedicine & Wellness Programs**
  Get expert consultations, nutrition advice, and mental wellness sessions via the HealthAssure platform.

## **How Employees Can Redeem Points for HealthAssure**

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select HealthAssure from the available options">
    Select\*\* HealthAssure\*\* from the available options.

    <Frame>
      <img alt="HealthAssure tile under Empuls Shop Health and Wellness" />
    </Frame>
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## **Co-Sponsor & Deliver HealthAssure at Scale**

Integrate HealthAssure across your organization through Empuls to champion employee wellbeing. Track participation, measure engagement, and promote preventive healthcare as a cornerstone of your workplace culture.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Preventive health checkups with Healthians
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/healthians

Healthians integrates with Empuls so every employee can access preventive health checkup packages without leaving the platform.

## About Healthians

Healthians is India’s leading health test at-home service offering a wide range of diagnostic tests, full body check-ups, and preventive health packages. With certified labs, trained phlebotomists, and accurate reports delivered digitally, Healthians makes preventive healthcare simple, affordable, and accessible right at your doorstep.

## Why Connect Healthians with Xoxoday Empuls

Integrating Healthians with Xoxoday Empuls brings preventive healthcare into your recognition and engagement ecosystem. Employees can book convenient at-home tests and receive digital reports, while HR can promote participation in checkups, support wellbeing initiatives, and signal a strong commitment to employee health.

## Key Benefits

* **For HR**
  * **Promote Employee Health and Productivity**
    Encourage preventive checkups to reduce sick days and build a healthier, more productive workforce.
  * **Boost Employee Satisfaction and Retention**
    Improving employee satisfaction, loyalty, and retention with at-home health services.

## How Employees Can Use Healthians

* **Book At-Home Sample Collection**
  Choose the required diagnostic test or check-up and schedule a doorstep visit at a convenient time.

* **Quality & Safety**
  Benefit from certified labs and trained phlebotomists for a reliable testing experience.

## Co-Sponsor & Deliver Healthians Benefits at Scale

Employers can purchase preventive health packages and at-home checkups for employees, making benefit distribution seamless across locations. Follow the steps below to bring Healthians to your organization.
​

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Empuls Reports and Admin dashboard entry point" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**
  </Step>

  <Step title="Select Healthians">
    * From the list of wellness partners, choose **Healthians**
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Healthians enquiry form for employee health checkup packages" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Healthians

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select Healthians from the available options">
    Select\*\* Healthians\*\* from the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Co-Sponsor Health Benefits with Ease

Empuls allows organizations to co-sponsor wellness benefits like Healthians at reduced costs, making it simple to invest in employee well-being without exceeding budget constraints.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Comprehensive wellness with Healthify
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/healthify

Bring diet and fitness coaching to your team by integrating HealthifyMe with Empuls, all tracked from one wellness dashboard.

## About HealthiFy

HealthiFy is a global digital health and wellness platform offering AI-led nutrition, fitness, and wellness solutions. Combining advanced analytics with human expertise, it helps users build healthy habits through data-driven insights and coaching support.

## Why Connect HealthiFy with Empuls

Integrating HealthiFy with Empuls enables HR teams to deliver a unified, science-backed wellness experience for employees. Through this integration, employees can access wellness programs, monitor progress, and receive expert guidance—all within their corporate wellness ecosystem.

## Key Benefits

* **For HR**
  * **Comprehensive wellness ecosystem**
    Offer employees AI-powered health tracking, expert coaching, and engagement tools in one platform.
  * **Seamless integration**
    Embed HealthiFy’s programs directly into Empuls for unified wellness delivery.
  * **Data insights & engagement**
    Track participation, engagement, and overall wellness trends across teams.
  * **Preventive health impact**
    Encourage early health awareness and reduce long-term healthcare costs.
* ## For Employees
  * **Personalised wellness journey**
    Receive customized plans for diet, exercise, and mindfulness.
  * **Continuous support**
    Access guidance from professional health coaches and AI-driven insights.
  * **Sustainable habit formation**
    Build long-term healthy routines through consistent nudges and motivation.
  * **Engaging digital experience**
    Use the HealthiFy app to log meals, track progress, and celebrate milestones.

## How Employees Can Redeem Points Using HealthiFy

* **Enroll in the Program**
  Employees can sign up through Empuls and get a personalized wellness assessment.

* **Set Health Goals**
  Define goals—such as fitness, nutrition, or mindfulness—and receive tailored plans.

* **Track Daily Progress**
  Use the Healthify app to log meals, workouts, and hydration.

* **Get Expert Support**
  Interact with nutritionists and fitness coaches for customized advice.

* **Stay Motivated**
  Participate in wellness challenges, leaderboards, and team activities for engagement.

## Co-sponsor & Deliver HealthiFy Benefits at Scale

Organizations can roll out **HealthiFy’s corporate wellness solutions** company-wide via Empuls, ensuring every employee benefits from a holistic and measurable wellness experience. This collaboration fosters a healthier, more productive workforce while strengthening the culture of well-being across teams. Follow the steps below to bring HealthiFy to your organization:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**.

    <Frame>
      <img alt="Manage Benefits page showing the Wellness Benefits section in program settings" />
    </Frame>
  </Step>

  <Step title="Select HealthiFy">
    * From the list of wellness partners, choose HealthiFy.

    <Frame>
      <img alt="HealthiFy listed among wellness partners on the benefits catalogue" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access HealthiFy

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**

    <Frame>
      <img alt="Empuls Shop with the Health & Wellness category opened for employees" />
    </Frame>
  </Step>

  <Step title="Select HealthiFy from the available options">
    Select\*\* HealthiFy \*\*from the available options.

    <Frame>
      <img alt="HealthiFy selected from the list of available wellness options for employees" />
    </Frame>
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.

    <Frame>
      <img alt="Counselling and well-being service options shown for the HealthiFy benefit" />
    </Frame>
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## Support

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Simplify employee health insurance with HealthySure
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/healthysure

HealthySure integrates with Empuls so every employee can access affordable group health insurance without leaving the platform.

## About Healthysure

Healthysure is a leading employee benefits and insurance technology platform that helps organizations manage and optimize group health insurance and wellness programs. It empowers companies to provide comprehensive healthcare coverage, flexible benefits, and digital-first claim experiences—making employee insurance easy, affordable, and transparent.

## Why Connect Healthysure with Xoxoday Empuls

Integrating Healthysure with Xoxoday Empuls allows HR teams to offer seamless access to health insurance and wellness benefits directly from one platform. This connection simplifies policy management, claim submissions, and employee communication—creating a unified experience that enhances wellbeing and financial security for every employee.

## Key Benefits

* **For HR**
  * **Centralized administration:** Manage employee insurance plans and renewals effortlessly.
  * **Cost-efficient coverage:** Optimize benefits with flexible plans tailored to company needs.
  * **Better engagement:** Promote employee satisfaction with accessible, transparent healthcare benefits.

* **For Employees**
  * **All-in-one access:** View policy details, download e-cards, and raise claims digitally.
  * **Comprehensive protection:** Get coverage for hospitalization, OPD, dental, and wellness benefits.
  * **Peace of mind:** Reliable support and quick claim assistance when it matters most.

## How Employees Can Use Healthysure

* **Access Health Insurance Details**
  Employees can log in via Empuls to view policy details, download e-cards, and manage dependents—all within a few clicks. \\
* **File Claims Digitally**
  Submit and track claims online through the Healthysure platform, with real-time updates and support at every step.

## Co-Sponsor & Deliver Healthysure at Scale

Integrate Healthysure across your organization through Empuls to digitize insurance management and enhance employee health experiences. Track adoption, encourage preventive wellness, and make health security an integral part of your workplace culture.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Total wellbeing with Humm Care
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/humm-care

Add holistic wellbeing and care support to your benefits program with the HummCare and Empuls integration, set up in a few admin steps.

## About Humm Care

Humm Care provides comprehensive, inclusive healthcare solutions focused on women’s health, family care, and eldercare. Through expert consultations and personalized programs, it supports employees across fertility, pregnancy, postpartum, and caregiving journeys.

## Why Connect Humm Care with Empuls

Integrating Humm Care with Empuls offers employees holistic wellness support across life stages while enabling HR teams to track engagement and well-being, fostering a healthier, more supported workforce.

## Key Benefits

* **For HR**
  * **Comprehensive healthcare support**
    Addressing women's health, caregiving, and family building needs.
  * **Expert-led consultations**
    Access to a diverse team of healthcare professionals.
  * **Data-driven insights**
    Monitor employee engagement and well-being metrics.
  * **Seamless integration**
    Easy deployment and management through the Empuls platform.
* **For Employees**
  * **Personalized care plans**
    Tailored healthcare solutions based on individual needs.
  * **24/7 access**
    Availability of consultations and support at convenient times.
  * **Holistic wellness programs**
    Covering various aspects of health and well-being.
  * **Confidential support**
    Ensuring privacy and trust in all interactions.

## How Employees Can Use Humm Care

* **Expert Consultations**
  Employees can schedule one-on-one consultations with healthcare professionals specializing in various fields, including women's health, pediatrics, and eldercare.

* **Personalized Care Plans**
  Based on consultations, employees receive customized care plans that address their specific health needs and goals.

* **Wellness Programs**
  Access to wellness programs that promote physical and mental well-being, including fitness routines, nutrition guidance, and stress management techniques.

* **Support Groups**
  Participation in support groups led by experts, providing a platform for employees to share experiences and receive guidance on various health topics.

* **24/7 Access**
  Availability of consultations and support at any time, ensuring employees can seek assistance whenever needed.

## Co-Sponsor & Deliver Humm Care Benefits at Scale

Employers can easily roll out Humm Care’s comprehensive healthcare programs across their organization, ensuring every employee has access to personalized care and wellness support. By integrating with Empuls, companies can streamline the process, track engagement, and foster a culture of health and well-being.

Follow the steps below to bring Humm Care to your organization:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**.

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Humm Care">
    * From the list of wellness partners, choose Humm Care.

    <Frame>
      <img alt="Humm Care tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Humm Care enquiry form with employee count, emails, and phone fields" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Humm Care

<Steps>
  <Step title="Log in to Empuls with your credentials" />

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select Humm Care from the available options">
    Select\*\* Humm Care \*\*from the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Integrated health & wellness solutions with Medibuddy
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/medibuddy

Connect MediBuddy with Empuls to give employees access to online doctor consultations and diagnostic tests, managed alongside your other wellness benefits.

## About MediBuddy

MediBuddy is a leading digital healthcare platform offering comprehensive medical services, including online consultations, lab tests, medicine delivery, mental health support, and preventive care. With a trusted nationwide network, it makes quality healthcare accessible, affordable, and convenient for individuals and organizations alike.

## Why Connect MediBuddy with Empuls

Integrating MediBuddy with Empuls allows organizations to promote preventive care, reduce absenteeism, and improve employee wellness through on-demand digital healthcare. Employees gain instant access to qualified doctors and essential medical services, while HR leaders can track health engagement, drive wellness initiatives, and create a healthier, more productive workplace.

## Key Benefits

* **For HR**
  * **Comprehensive wellness coverage**
    Integrate physical and mental health services into employee benefits.
  * **Reduce medical claims**
    Encourage preventive care through early diagnosis and regular check-ups.
  * **Boost productivity**
    Support employees’ health to minimize downtime and stress-related issues.
  * **Data insights**
    Monitor utilization trends and wellness participation securely.
* **For Employees**
  * **Convenient Access to Healthcare**
    Employees can easily book health checkups, consultations, and diagnostic tests online, making healthcare accessible and hassle-free.
  * **Affordable and Reliable Medical Support**
    With cost-effective OPD and teleconsultation options, employees receive dependable medical care and advice without leaving home.

## How Employees Can Use MediBuddy

* **Book Health Checkups**
  Schedule comprehensive preventive health checkups and diagnostic tests easily through MediBuddy for reliable results.

* **Access OPD Packages**
  Choose affordable outpatient consultation packages for routine health checkups and specialized medical care.

* **Connect via Teleconsultation**
  Consult with doctors online conveniently from home through MediBuddy’s teleconsultation feature.

* **Manage Healthcare Digitally**
  Use the MediBuddy platform to book services, access reports, and track appointments in one place.

## Co-Sponsor & Deliver Medibuddy Benefits at Scale

Employers can implement MediBuddy Corporate Health Programs to offer doctor access, preventive care, and comprehensive medical services to their teams. By digitizing healthcare delivery, organizations can ensure their employees stay healthy, engaged, and supported—both physically and mentally.
​
​**Step-by-Step Process for Admins**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Manage Benefits in Empuls" />
    </Frame>
  </Step>

  <Step title="Select Medi Buddy">
    * From the list of wellness partners, choose **Medi Buddy**

    <Frame>
      <img alt="Selecting MediBuddy from the wellness partner list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="MediBuddy enquiry form with Enquire button for HR admins" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and share the process to share the benefit with your employees.
  </Step>
</Steps>

## Support

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Smart digital healthcare with MFine
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/mfine

Bring on-demand digital doctor consultations to your team by integrating MFine with Empuls, all tracked from one wellness dashboard.

## About MFine

MFine is India’s AI-powered digital healthcare platform connecting users with leading hospitals, doctors, and diagnostic centers. With 600+ hospital partners, 5,000+ certified doctors, and services across 1,000+ cities, MFine empowers organizations to offer comprehensive employee healthcare wherever their employees are.

## Why Connect MFine with Empuls

Integrating MFine with Empuls helps organizations offer employees instant, data-driven healthcare and preventive wellness programs. Employees can access medical experts, schedule diagnostics, and track vitals—all in one place—while HR teams can promote proactive care, reduce absenteeism, and build a culture of holistic wellness and productivity.

## Key Benefits

* **For HR**
  * **Unified health and engagement:** Combine employee engagement with medical support.
  * **Preventive health strategy:** Detect and address issues early to lower healthcare costs.
  * **Employee satisfaction:** Offer modern, tech-driven healthcare benefits.
  * **Insightful analytics:** Track participation and wellness trends securely.
* **For Employees**
  * **Convenient Access to Healthcare**
    Employees can easily consult certified doctors, book lab tests, and order medicines—all from the comfort of their home through the MFine app.
  * **Proactive Health Management**
    Regular health checkups and diagnostic screenings help employees detect issues early, manage their health effectively, and maintain overall well-being.

## How Employees Can Use MFine

* **Book a Health Checkup**
  Schedule comprehensive preventive screenings and diagnostic tests through MFine to monitor and manage your health effectively.

* **Get Early Detection Insights**
  Use test results and expert analysis to identify potential health issues early and take proactive measures for better wellbeing.

* **Consult Certified Doctors Online**
  Access quick and convenient outpatient consultations with qualified doctors directly from your home via MFine.

## Deliver MFine Benefits at Scale

Employers can enable MFine Corporate Health Programs to provide 24/7 digital medical access, preventive diagnostics, and wellness insights to their teams. This helps create a healthier, more resilient workforce—reducing absenteeism, improving morale, and ensuring timely healthcare for every employee.

**Follow the steps below:**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**
  </Step>

  <Step title="Select MFine">
    * From the list of wellness partners, choose **MFine**

    <Frame>
      <img alt="MFine selected from wellness benefits partners list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers

    <Frame>
      <img alt="MFine employee details enquiry form for healthcare benefits" />
    </Frame>
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access MFine

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop">
    Navigate to \*\*Shop \*\*
  </Step>

  <Step title="Select MFine from the available options">
    Select\*\* MFine \*\*from the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## Support

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Build mentally strong teams with MindPeers
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/mindpeers

Connect MindPeers with Empuls to give employees access to workplace mental health assessments, managed alongside your other wellness benefits.

## About Mindpeers

Mindpeers help individuals and organizations strengthen mental fitness through neuroscience-backed tools, therapy sessions, and behavioral insights. With certified professionals and evidence-based methods, Mindpeers empowers people to track, train, and improve their mental performance every day.

## Why Connect Mindpeers with Xoxoday Empuls

Bring mental well-being into everyday culture. Integrating Mindpeers with Empuls enables employees to access therapy, self-assessments, and mental strength tools—helping teams stay resilient, focused, and emotionally balanced while you build a culture of care with minimal admin effort.

## Key Benefits

* **For HR**
  * **Data-driven insights:** Access anonymized well-being trends to design better engagement strategies.
  * **Scalable wellness:** Roll out therapy and wellness programs across departments seamlessly.
  * **Effortless management:** Partner-led setup and communications to make implementation simple.

* **For Employees**
  * **Therapy on demand:** Access certified therapists for personalized mental health support.
  * **Mindfulness tools:** Track brain performance and build emotional resilience.
  * **Holistic well-being:** Improve focus, balance, and happiness through guided mental fitness journeys.

## How Employees Can Use Mindpeers

* **Therapy and Coaching**
  Connect with licensed therapists and coaches to address stress, burnout, or personal growth goals—confidentially and conveniently.

* **Mind Fitness Tools**
  Engage with self-assessments and exercises that track and strengthen cognitive and emotional performance.

* **Well-being Programs**
  Explore curated programs for mindfulness, focus, and emotional resilience—all designed to make mental fitness part of daily life.

## Co-Sponsor & Deliver Mindpeers at Scale

Empower your workforce with access to guided therapy, mental strength tools, and behavioral insights. Co-sponsor curated programs and track participation to build emotionally intelligent, future-ready teams.

##

Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Empower women’s wellness journeys with Newmi Care
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/newmi-care

Add women’s health and wellness support to your benefits program with the Newmi Care and Empuls integration, set up in a few admin steps.

## About Newmi Care

Newmi Care is India's first comprehensive women's wellness program, supporting women across every stage of life. From menstrual health and fertility support to pregnancy benefits, motherhood, and menopause care, the platform brings together expert consultations, curated wellness programs, and a marketplace of trusted health and lifestyle products designed exclusively for women's physical, mental, and emotional wellbeing.

## Why Connect Newmi Care with Xoxoday Empuls

Integrating Newmi Care with Empuls helps organizations champion women’s health and inclusion by offering employees access to personalized wellness programs and expert care. From nutrition and fitness to maternal health and mental wellbeing, Newmi Care enables workplaces to foster a supportive environment where women thrive personally and professionally.

## Key Benefits

* **For HR**
  * **Inclusive women's wellness program:** Promote menstrual health, fertility support, pregnancy benefits, and menopause care through tailored programs.
  * **Effortless rollout:** Deliver healthcare, counselling, and lifestyle benefits via Empuls.
  * **Engagement and retention:** Build a culture of care and inclusivity through holistic women's health benefits.

* **For Employees**
  * **End-to-end wellness support:** Access programs for fertility, pregnancy, parenting, and beyond.
  * **Expert consultations:** Book gynecologists, nutritionists, and therapists anytime.
  * **Curated marketplace:** Explore and shop trusted women’s health and wellness products.

## How Employees Can Use Newmi Care

* **Book Wellness Services**
  Employees can use the Newmi Care platform to schedule consultations, join fitness or nutrition programs, and access specialized women’s health services—directly through Empuls.

* **Explore the Newmi **Care**  Store**
  Discover products across maternity, hygiene, and self-care categories tailored to women’s unique needs.

## Co-Sponsor & Deliver Newmi Care at Scale

Integrate Newmi Care across your organization through Empuls to drive holistic women’s wellness initiatives. Celebrate inclusivity, support every stage of women’s health, and make wellbeing a core part of your workplace culture.

## FAQs

<AccordionGroup>
  <Accordion title="Does Empuls offer women's health benefits?">
    Yes. Through the Newmi Care integration, Empuls provides a comprehensive women's wellness program covering menstrual health, fertility support, pregnancy benefits, and menopause care — all accessible directly from the platform.
  </Accordion>

  <Accordion title="How can organisations support women employees through Empuls?">
    HR teams can enable Newmi Care as an L\&D and wellness benefit within Empuls. Employees get access to expert consultations, fitness and nutrition programs, and a curated wellness marketplace — making it easy to deliver meaningful women's health benefits at scale.
  </Accordion>

  <Accordion title="Does Newmi Care include menopause support for employees?">
    Yes. Newmi Care covers the full spectrum of women's health, including menopause care alongside menstrual health, fertility support, and pregnancy benefits.
  </Accordion>

  <Accordion title="Are fertility support programs available through Empuls?">
    Yes. Newmi Care's fertility support programs are accessible to employees through Empuls, along with pregnancy benefits, maternal health services, and postpartum care.
  </Accordion>
</AccordionGroup>

## Support

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Seamless opd coverage for employees with OpdSure
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/opdsure

OPDSure integrates with Empuls so every employee can access outpatient (OPD) health coverage without leaving the platform.

## **About OPDSure**

OPDSure is a healthcare platform that focuses on outpatient care, covering essential medical expenses such as doctor consultations, pharmacy costs, diagnostic tests, and preventive health checkups. It helps individuals and families manage the high proportion of healthcare spending that comes from routine outpatient needs, while promoting regular health monitoring and preventive care.

## **Why Connect OPDSure with Xoxoday Empuls**

Connecting OPDSure with Xoxoday Empuls allows organizations to provide employees with structured support for everyday healthcare needs. Employees gain access to consultations, medicines, diagnostics, and checkups under a unified healthcare benefit, encouraging timely medical attention and contributing to overall well-being at work.

## Key Benefits for HRs

* **Offer Comprehensive and Manageable OPD Benefits**
  Enable employees to access a wide range of outpatient services while managing everything effortlessly through seamless Empuls integration.

* **Gain Actionable, Data-Driven Insights**
  Track utilization, engagement, and wellness trends to understand employee health behavior and enhance benefits strategies effectively.

## How Employees Can Use OPDSure

* **Access Routine Consultations Easily**
  Employees can book convenient outpatient consultations for regular health checkups and everyday medical needs.

* **Get Specialized Care When Required**
  Avail packages for specialized consultations, helping employees seek expert advice for specific health concerns.

## Co-Sponsor & Deliver OPDSure Benefits at Scale

Employers can easily roll out OPDSure’s comprehensive OPD benefits across their organization, ensuring every employee has access to top-quality healthcare services. By integrating OPDSure with Xoxoday Empuls, businesses can streamline the process, track engagement, and foster a culture of health and well-being.

Follow the steps below to bring OPDSure to your organization:

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Empuls admin Wellness Benefits page under Program > Manage Benefits" />
    </Frame>
  </Step>

  <Step title="Select OPDSure">
    * From the list of wellness partners, choose OPDSure.

    <Frame>
      <img alt="OPDSure selected from the list of wellness partners in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="OPDSure enquiry form with employee count and contact fields" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access OPDSure

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop">
    Navigate to \*\*Shop \*\*
  </Step>

  <Step title="Select OPDSure from the available options">
    Select\*\* OPDSure \*\*from the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Fast diagnostic testing with orange health
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/orange-health

Bring fast at-home diagnostic testing to your team by integrating Orange Health with Empuls, all tracked from one wellness dashboard.

## About Orange Health

Orange Health is a modern diagnostics platform that delivers lab tests at home in just 60 minutes, combining speed, accuracy, and convenience. With NABL-accredited labs and expert phlebotomists, Orange Health makes preventive and diagnostic testing simple, seamless, and trusted for individuals and families.

## Why Connect Orange Health with Xoxoday Empuls

Adding Orange Health to Empuls empowers employees to take charge of their health with quick, at-home diagnostics. It eliminates the need to visit labs or wait for appointments — ensuring health checks fit easily into employees’ schedules while maintaining the highest testing standards.

## Key Benefits

* **For HR**
  * **Wellbeing made easy:** Offer employees instant access to at-home lab testing.
  * **Low admin lift:** Partner-managed logistics, communication, and report delivery.
  * **Reliable network:** Backed by NABL-accredited labs for accurate, professional results.

* **For Employees**
  * **At-home testing:** Book tests online and get samples collected at home in 60 minutes.
  * **Quick results:** Receive verified reports digitally within 6–8 hours.
  * **Trusted care:** Enjoy hospital-grade accuracy, hygiene, and service quality.

## How Employees Can Use Orange Health

Access Orange Health through Empuls to book preventive or diagnostic lab tests. Choose your preferred time slot, have samples collected at home, and receive certified reports directly on your phone or email — all within hours

.

## Co-Sponsor & Deliver Orange Health at Scale

Employers can make Orange Health available across teams to promote preventive healthcare and early detection. It’s a powerful way to strengthen employee wellbeing through fast, reliable, and accessible diagnostics.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Health and wellness benefits
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/overview

Give employees access to curated health and wellness programs through Empuls, all managed from one benefits dashboard.

## Overview

Empuls Health & Wellness brings all your employee well-being needs into one place. From preventive health checkups and doctor consultations to gym memberships, mental health support, and home care, employees can access top-tier services directly using their reward points.

Employees can redeem benefits directly through the Empuls platform, while employers can provide wellness perks to multiple employees at once by placing bulk orders.

With trusted partners like Apollo, Ekincare, Mfine, Practo, CultFit, Trueworth, and Tata 1mg, this category keeps employees healthier, happier, and more productive, while strengthening your organization’s culture of care — all at exclusive rates designed to maximize value.

<Note>Learn more about [Benefits for Employees here.](https://www.notion.so/xoxoday-global/Xoxoday-Empuls-employee-benefits-playbook-for-HR-leaders-29614cc7245e8014bfeded8a1eb21567)</Note>

## Why This Matters

The Health & Wellness category helps you:

* **Improve employee well-being** through easy access to preventive and corrective healthcare.

* **Boost morale and satisfaction** by providing meaningful perks beyond salary.

* **Enhance productivity** as healthy employees can focus better.

* **Reduce absenteeism** with early detection and timely care.

* **Strengthen employer branding** as a company that invests in its people.

* **Save on healthcare costs** via preventive care and discounted partner rates.

\*\*\*With this category: \*\*\*

\*\*A) \*\*Your employees can redeem benefits directly from the Empuls reward store using their points.

\*\*B) \*\*Employers can provide company-Sponsored Wellness Benefits to multiple employees at once.

## \*A) Employee Direct Redemption \*

Employees can use their reward points to redeem health and wellness benefits directly from the Empuls platform, choosing services that suit their personal needs.

**Available categories:**

* **Health checkups** – Routine screenings, diagnostic tests, and preventive health packages.
* **Pharmacy** – Medicines and health supplies at partner rates.

<Frame>
  <img alt="Health checkups and pharmacy categories on the Empuls redemption store" />
</Frame>

* **Doctor consultations** – In-person or online consultations with certified doctors.
* **Mental health assistance** – Counselling, therapy, and mental wellness programs.
* **Gym subscriptions** – Access to fitness centers like CultFit.

<Frame>
  <img alt="Doctor consultations, mental health, and gym subscription options for employees" />
</Frame>

<Frame>
  <img alt="CultFit gym subscription details available for employee redemption" />
</Frame>

* **Home care** – In-home nursing, elder care, and physiotherapy services.

## How Employees Can Redeem Points for Health & Wellness

<Steps>
  <Step title="Log in">
    * Access the **Empuls** platform with your credentials.
  </Step>

  <Step title="Navigate to Health & Wellness">
    * Go to **Redeem** → **Health & Wellness** tab.
  </Step>

  <Step title="Select a category">
    * Choose the desired category from the list above.

    <Frame>
      <img alt="Health & Wellness tab in the Redeem section with category list" />
    </Frame>
  </Step>

  <Step title="Choose your benefit">
    * Select the specific service or product from the displayed list.

    <Frame>
      <img alt="Service or product selection screen within a Health & Wellness category" />
    </Frame>
  </Step>

  <Step title="Book your benefit">
    * Click **Book Now** → **Place Order**.
  </Step>
</Steps>

## B) Company-Sponsored Benefits for Groups

Employers can purchase wellness benefits in bulk to provide services to multiple employees at once, simplifying distribution and ensuring the whole team has access to premium health programs.

**Available categories:**

* **Health checkups** – Corporate health packages for annual or quarterly checkups.
* **Insurance** – Group medical insurance or supplemental health plans.
* **Pharmacy** – Employee credits or vouchers for medicines and health essentials.
* **Doctor consultations** – Teleconsultation packages or in-clinic visit vouchers.
* **Mental health assistance** – Employee Assistance Programs (EAPs), therapy subscriptions, and wellness coaching.

<Frame>
  <img alt="Company-sponsored mental health assistance and EAP packages for groups" />
</Frame>

* **Gym subscriptions** – Corporate gym memberships for individuals or teams.
* **Home care** – Corporate tie-ups for home nursing and elder care.

### How to Enable Company-Sponsored Wellness Benefits?

<Steps>
  <Step title="Log in as Admin">
    * Access the **Admin interface** in Empuls.
  </Step>

  <Step title="Go to Employee Benefits">
    * Navigate: **Programs** → **Employee Benefits** → **Wellness Benefits**.

    <Frame>
      <img alt="Programs menu in the Admin interface with Employee Benefits highlighted" />
    </Frame>

    <Frame>
      <img alt="Wellness Benefits landing page in the Admin Employee Benefits section" />
    </Frame>
  </Step>

  <Step title="Select a category">
    * Choose from the above list (e.g., Gym Membership).

    <Frame>
      <img alt="Wellness Benefits category selection screen showing Gym Membership option" />
    </Frame>
  </Step>

  <Step title="Choose a partner service">
    * Example: **CultFit**.

    * View available packages and privileges.

    <Frame>
      <img alt="CultFit partner page listing available corporate gym packages and privileges" />
    </Frame>
  </Step>

  <Step title="Fill in employee details">
    Enter:

    * Number of employees

    * Work email addresses

    * Phone numbers

    <Frame>
      <img alt="Employee details form to provide count, work emails, and phone numbers" />
    </Frame>
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.

    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.

    **Co-sponsor health benefits with ease**
    We can help you offer exclusive wellness benefits to every employee, at prices lower than the market, making it easier to invest in their well-being without stretching your budget.

    For queries on health & wellness offerings for your teams, write to us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.
  </Step>
</Steps>


# Simplify health, wellness, and insurance with Pazcare
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/pazcare

Connect Pazcare with Empuls to give employees access to group health insurance and wellness plans, managed alongside your other wellness benefits.

## About Pazcare

Pazcare is a digital employee benefits platform that helps organizations design, manage, and deliver health insurance and wellness programs with transparency and ease. Pazcare partners with top insurers to offer customized group health, life, and accident insurance, along with mental wellness programs and preventive healthcare. The platform ensures employees have complete visibility into their benefits, easy claim processing, and round-the-clock healthcare support.

## Why Connect Pazcare with Empuls

Integrating Pazcare with Empuls enables HR and benefits teams to seamlessly link employee engagement with health and wellness coverage. Employees get real-time access to their insurance plans and wellness resources through Empuls, while HR leaders can monitor utilization, drive wellness participation, and build a healthier workplace culture that boosts retention and productivity.

## Key Benefits

* **For HR**
  * **Unified platform:** Manage insurance, benefits, and wellness from one dashboard.
  * **Employee satisfaction:** Offer tailored healthcare and wellness packages.
  * **Efficient claims & reporting:** Simplify claims tracking and access analytics instantly.
  * **Improved retention:** Strengthen your employer brand with flexible, people-first benefits.

* **For Employees**
  * **Flexible Insurance Options**
    Employees can select from multiple coverage plans—individual, family, or extended family—to suit their personal and household healthcare needs.
  * **Affordable Health Protection**
    With plans starting as low as ₹7,000, employees can access quality health coverage for themselves and their families without financial strain.

## How Employees Can Use Pazcare

* **Choose a Suitable Plan**
  Select from Basic, Family, or Extended Family plans based on your coverage needs and budget.

* **Get Individual or Family Coverage**
  Opt for individual insurance or include your spouse, children, and parents for comprehensive protection.

* **Review Coverage Options**
  Pick a preferred sum insured between ₹5–15 lakhs to match your healthcare requirements.

* **Enroll Easily Through Pazcare**
  Sign up for your chosen plan starting at just ₹7,000 per year and enjoy seamless digital policy management.

## Deliver Pazcare Benefits at Scale

Employers can implement Pazcare’s Corporate Health & Benefits Programs to provide end-to-end insurance management, wellness initiatives, and healthcare support for their teams. By integrating Pazcare with Empuls, companies can drive engagement around wellness, simplify benefits of administration, and ensure that every employee feels secure, supported, and cared for.

**Follow the steps below:**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to \*\*Program >> Manage Benefits >> Insurance Benefits \*\*

    <Frame>
      <img alt="Insurance Benefits section under Manage Benefits in program settings" />
    </Frame>
  </Step>

  <Step title="Select Pazcare">
    * From the list of wellness partners, choose Pazcare.

    <Frame>
      <img alt="Pazcare selected from the list of insurance benefit partners" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Enquire button to submit the Pazcare benefits request for pricing" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## \*\*How Employees Can Access Pazcare \*\*

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits >> Insurance Benefits">
    Navigate to **Benefits >> Insurance Benefits**

    <Frame>
      <img alt="Insurance Benefits page in the employee Benefits menu" />
    </Frame>
  </Step>

  <Step title="Select Explore and you scan the QR Code">
    Select\*\* Explore and you scan the QR Code to download the Pazcare app.\*\*

    <Frame>
      <img alt="Explore option with QR code to download the Pazcare mobile app" />
    </Frame>
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## \*\*Support \*\*

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Complete home healthcare solutions by Portea
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/portea

Bring home healthcare visits and nursing care to your team by integrating Portea with Empuls, all tracked from one wellness dashboard.

## About Portea

Portea is a trusted home healthcare company, delivering doctor consultations, physiotherapy, nursing, lab tests, and chronic care management right at patients’ doorsteps. Operating across 60+ cities with 4,000+ clinicians, Portea brings hospital-quality healthcare to homes—reducing hospital visits and ensuring continuous care with convenience for healthier, happier employees and families.

## Why Connect Portea with Empuls

Integrating Portea with Empuls helps organizations provide employees and their families with easy access to home healthcare services. Employees can book medical visits, physiotherapy, or lab tests at home, while HR leaders can promote preventive health, reduce absenteeism, and support employees’ holistic wellbeing—especially for aging family members or those recovering from illness.

## Key Benefits

* **For HR**
  * **End-to-end health support**
    Offer home-based medical and nursing care as part of employee benefits.
  * **Reduce absenteeism**
    Enable faster recovery and continuity of work through at-home care.
  * **Inclusive wellness**
    Extend benefits to employees’ families and dependents.
  * **Stronger wellbeing culture**
    Promote preventive and post-hospitalization care programs.
* **For Employees**
  * **Convenient Home Healthcare**
    Access professional medical care, nursing, and wellness services from the comfort of home—saving time and ensuring continuous care.
  * **Trusted Support for Family Health**
    Receive reliable and compassionate healthcare solutions for yourself and your loved ones, including specialized elder care services.

## How Employees Can Use Portea

* **Book Home Care Services**
  Schedule personalized medical care, nursing visits, or wellness sessions directly through Portea’s platform.

* **Request Elder Care Assistance**
  Arrange regular checkups, home visits, and wellness support for senior family members.

* **Access Qualified Professionals**
  Connect with certified doctors, nurses, and healthcare specialists for expert home-based care.

* **Monitor and Manage Care Easily**
  Track appointments, updates, and progress digitally for seamless healthcare coordination.

## Deliver Portea Benefits at Scale

Employers can avail Portea Corporate Health Programs to extend hospital-quality healthcare to employees’ homes, covering medical, nursing, and elder care needs. By integrating Portea with Empuls, organizations can support workforce wellbeing, promote preventive care, and ensure employees and their families receive trusted, timely, and compassionate healthcare.

Follow the steps below to bring Portea to your organization:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Portea">
    * From the list of wellness partners, choose Portea.

    <Frame>
      <img alt="Portea home healthcare tile in the wellness partners list" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Portea enquiry form with employee count, email, and phone fields" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## **How Employees Can Access Portea**

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select Portea from the available options">
    Select\*\* Portea \*\*from the available options.

    <Frame>
      <img alt="Portea listed under Shop Health & Wellness in the employee storefront" />
    </Frame>
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## **Support**

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Digital healthcare for employees with Practo
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/practo

Practo integrates with Empuls so every employee can access doctor bookings and digital health records without leaving the platform.

## About Practo

Practo is a digital healthcare platform that connects employees with doctors across 25+ specialties for both online and in-person consultations. It offers a complete healthcare ecosystem including medicine delivery, diagnostic tests, dental care, and preventive health checkups. Through one easy-to-use app, Practo ensures employees can access trusted medical care anytime, anywhere.

## Why Connect Practo with Xoxoday Empuls

Integrating Practo with Xoxoday Empuls enables organizations to extend reliable, round-the-clock healthcare support to their workforce. Employees can easily access medical consultations, book diagnostic tests, or schedule health checkups from their devices. For HR, it simplifies benefit distribution, strengthens employee wellbeing, and reduces absenteeism through preventive care.

## Key Benefits

## For HR

* **Seamless healthcare integration**
  Offer employees convenient access to medical services directly through Xoxoday Empuls.

* **Preventive wellness programs**
  Encourage regular checkups and early diagnosis to maintain workforce health.

* **Improved productivity**
  Reduce sick leaves and boost employee morale by providing easy access to care.

## For Employees

* **All-in-one medical access**
  Connect with doctors, book tests, or get medicines—all through a single app.

* **Choice and convenience**
  Select from 25+ specialties and access care online or at clinics near you.

* **Trusted quality care**
  Consult certified doctors and specialists, ensuring reliable treatment and guidance.

## How Employees Can Use Practo

* **Health Checkup**
  Book comprehensive preventive health packages and diagnostic tests online with quick scheduling and trusted results.

* **Teleconsultation**
  Consult general physicians or specialists online for quick, reliable, and secure medical advice—without leaving home.

* **OPD Care**
  Access affordable outpatient care packages for routine checkups and specialized medical consultations.

## Co-Sponsor & Deliver Practo Benefits at Scale

Organizations can easily extend Practo healthcare benefits through Xoxoday Empuls. HR teams can manage employee enrollments, track utilization, and promote preventive healthcare at scale.

Follow the below steps to bring Practo for your employees:

<Steps>
  <Step title="Log in to Empuls">
    Click on **Reports & Admin** to land on Admin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    Navigate to **Program** >> **Manage Benefits** >> **Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Practo">
    From the list of wellness partners, choose **Practo**

    <Frame>
      <img alt="Practo tile in the wellness partners list on Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employer details">
    Enter:

    * Number of employees to receive the benefit

    * Work email addresses

    * Phone number
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.

    * Our team will get back to you with pricing and package details based on the number of employees you’re enabling the benefit for. You can also customise the packages to suit your organisation’s specific HR requirements.

    <Frame>
      <img alt="Practo enquiry form with employee count, email, and phone fields" />
    </Frame>
  </Step>
</Steps>

## **How Employees Can Redeem Points for Practo**

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop** → **Health & Wellness**.
  </Step>

  <Step title="Select Practo from the available options">
    Select **Practo** from the available options.
  </Step>

  <Step title="Pick the health service or wellness benefit you">
    Pick the health service or wellness benefit you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay**.

    Note: Employees may redeem their available points, or use both points and an additional payment amount, to complete the transaction.
  </Step>
</Steps>

## **Co-Sponsor Health Benefits with Ease**

Empuls allows organizations to co-sponsor wellness benefits like Practo at reduced costs, making it simple to invest in comprehensive employee health and wellbeing without exceeding budget constraints.

## **Support**

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Querencia Studios: professional mental wellness support for employees
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/querencia-studios

Bring professional mental wellness sessions to your team by integrating Querencia Studios with Empuls, all tracked from one wellness dashboard.

## About Querencia Studios

Querencia Studios is a mental health and wellness organization committed to making professional psychological support accessible to everyone. With a team of trained psychologists and mental health professionals, Querencia Studios offers a comprehensive range of services — including individual counseling, psychotherapy, group therapy, corporate wellness programs, and mental health workshops. Rooted in the belief that every mind matters, Querencia Studios follows research-based methods and upholds strict ethical standards of confidentiality and transparency, helping employees increase stability, reduce stress, and improve their overall quality of life.

## Why Connect Querencia Studios with Xoxoday Empuls

Integrating Querencia Studios with Xoxoday Empuls enables organizations to weave mental wellness directly into the employee experience. Employees get easy, stigma-free access to qualified psychologists and therapists — while HR gains a structured, scalable mental health benefit that supports productivity, reduces burnout, and fosters a workplace culture where mental wellbeing is treated as a priority, not an afterthought.

## Benefits

**For HR Teams**

* \*\*Structured mental health support: \*\*A ready-to-deploy EAP-style benefit backed by trained mental health professionals.
* \*\*Builds a mental-health-first culture: \*\*Signals genuine organizational commitment to employee wellbeing.
* \*\*Reduces absenteeism and burnout: \*\*Proactive mental wellness support helps employees manage stress before it escalates.
* \*\*Customizable programs: \*\*Workshops and training sessions can be tailored to your organization's specific needs.

**For Employees**

* \*\*Confidential 1:1 counseling: \*\*Private, judgment-free sessions with experienced psychologists and therapists.
* \*\*Flexible access: \*\*Sessions available online, accessible to employees across all locations.
* \*\*Multiple therapy options: \*\*Individual counseling, couples therapy, group therapy, and psychotherapy — all available.
* \*\*Mental health assessments: \*\*Confidential self-assessments to help employees understand their mental health and get personalized guidance.
* \*\*Workshops and resilience training: \*\*Practical sessions on stress management, anxiety, work-life balance, and emotional resilience.

## How Employees Can Use Querencia Studios

* \*\*Individual Counseling and Psychotherapy: \*\*Book one-on-one sessions with trained psychologists for stress, anxiety, relationship challenges, personal development, or clinical concerns — all handled with strict confidentiality.
* \*\*Group Therapy Sessions: \*\*Join facilitated group therapy programs to connect with peers facing similar challenges, build shared resilience, and develop coping strategies in a safe, structured environment.
* \*\*Mental Health Assessments: \*\*Take confidential self-assessments to evaluate emotional wellbeing and receive personalized recommendations for next steps and care.
* \*\*Corporate Wellness Workshops: \*\*Participate in live or virtual workshops on topics including stress management, anxiety reduction, leadership psychology, and workplace emotional intelligence.
* \*\*Relationship and Marital Therapy: \*\*Access specialized support for personal relationship challenges — including marital counseling and family therapy — to improve work-life balance and overall mental health.
* \*\*Leadership and Professional Development: \*\*Engage in programs focused on business psychology, leadership resilience, and social and professional development for managers and high-potential employees.

## Co-Sponsor & Deliver Querencia Studios Benefits at Scale

Procure Querencia Studios mental wellness programs for your teams and roll them out through Xoxoday Empuls — giving every employee access to professional psychological support as a core part of their benefits package. Follow the steps below to activate Querencia Studios for your organization.

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    Click on Reports & Admin to land on the Admin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    Navigate to **Program > Manage Benefits > Wellness Benefits.**

    <Frame>
      <img alt="Wellness Benefits section under Program Manage Benefits settings" />
    </Frame>
  </Step>

  <Step title="Select Querencia Studios">
    From the list of wellness partners, choose Querencia Studios.
  </Step>

  <Step title="View Available Packages">
    Browse the Querencia Studios mental wellness plans and session packages available for your organization.
  </Step>

  <Step title="Fill in the Employee Details">
    * Enter the number of employees to receive the benefit.
    * Provide work email addresses.
    * Add phone numbers for coordination.
  </Step>

  <Step title="Send an Enquiry">
    * Click Enquire.
    * Our team will get back to you with pricing and program details. Packages can be customized to suit your organization's specific wellness requirements.
  </Step>

  <Step title="Confirm the Requirement">
    Our team will connect with you, confirm pricing and requirements, and activate the Querencia Studios benefit for all employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com)


# Red Health: emergency healthcare assistance for employees
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/red-health

Red Health integrates with Empuls so every employee can access emergency healthcare assistance without leaving the platform.

## About Red Health

Red Health is India's largest emergency medical response company, operating a fleet of 5,000+ ambulances across 550+ cities. Founded in 2016, Red Health has built Asia's only JCI-accredited emergency response platform — combining AI-powered dispatch technology, trained paramedics, and on-site health centre (OHC) capabilities to deliver rapid, reliable healthcare assistance to corporates and individuals alike. Trusted by 150+ leading companies including Apple India, Red Health brings end-to-end emergency care, workplace safety, and medical assistance directly to your employees.

##

## Why Connect Red Health with Xoxoday Empuls

Bringing Red Health into Xoxoday Empuls lets organisations go beyond everyday wellness and extend genuine emergency preparedness to every employee. HR can provide structured, subscription-based emergency healthcare as part of the benefits stack — giving employees and their families peace of mind that professional, rapid medical help is always one call away.

## Benefits

**For HR Teams**

* \*\*Always on emergency cover: \*\*24/7 medical assistance and ambulance support for all employees.
* \*\*Pan-India reach: \*\*Coverage across 550+ cities with guaranteed sub-15-minute response times.
* \*\*Workplace safety built in: \*\*On-site health centres, trained paramedics, and emergency protocols for office and field locations.
* \*\*Simple, scalable procurement: \*\*Subscription-based plans that cover the entire workforce in one go.

## For Employees

* \*\*Emergency response in minutes: \*\*Ambulance dispatch in under 5 minutes, available round the clock.
* \*\*Doctor on call: \*\*Connect with a physician within 2 seconds via the dedicated RED Assist helpline.
* \*\*Family protection included: \*\*Coverage extends to employees' families with RED Protect subscription plans.
* \*\*End-to-end care: \*\*From pre-hospitalization support to transport and hospital coordination, all handled seamlessly.

## How Employees Can Use Red Health

* \*\*Emergency Ambulance Services: \*\*Book an ambulance instantly via the RED Assist app or helpline — AI-powered auto-dispatch ensures the nearest ambulance is en route in under 5 minutes.
* \*\*Doctor on Demand: \*\*Reach a qualified doctor within 2 seconds via the 24/7 helpline for immediate medical guidance, triage, and care navigation.
* \*\*On-Site Health Centre (OHC) Access: \*\*Employees at enrolled worksites can visit the Red Health OHC for first aid, routine consultations, and medical monitoring during work hours.
* \*\*RED Protect — Family Emergency Cover: \*\*Enrol family members under a personalized subscription plan for round-the-clock emergency care, even when they are in a different city.
* \*\*Event & Worksite Safety: \*\*Organizations can deploy Red Health medical teams and standby ambulances for large events, off-sites, or high-risk worksites.
* \*\*Emergency Training Programs: \*\*Employees can participate in life-saving training sessions — first aid, CPR, and emergency response drills — delivered by Red Health's clinical experts.

## Co-Sponsor & Deliver Red Health Benefits at Scale

Procure Red Health emergency care plans for your teams and roll them out through Xoxoday Empuls so every employee has access to immediate medical assistance, ambulance support, and workplace safety — as a core part of their benefits. Follow the steps below to activate Red Health for your organization.

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    Click on Reports & Admin to land on the Admin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    Navigate to **Program > Manage Benefits > Wellness Benefits.**
  </Step>

  <Step title="Select Red Health">
    From the list of wellness partners, choose **Red Health.**

    <Frame>
      <img alt="Red Health selected from the list of wellness partners in Empuls" />
    </Frame>
  </Step>

  <Step title="View Available Packages">
    Browse the Red Health emergency care and healthcare assistance plans available for your organization.
  </Step>

  <Step title="Fill in the Employee Details">
    * Enter the number of employees to receive the benefits.
    * Provide work email addresses.
    * Add phone numbers for coordination.

    <Frame>
      <img alt="Red Health enquiry form with fields for employee count, work emails, and phone numbers" />
    </Frame>
  </Step>

  <Step title="Send an Enquiry">
    * Click Enquire.
    * Our team will get back to you with pricing and plan details. Packages can be customized to suit your organization's specific workforce needs and locations.
  </Step>

  <Step title="Confirm the Requirement">
    Our team will connect with you, confirm pricing and requirements, and activate the Red Health benefit for all employees.
  </Step>
</Steps>

## Co-Sponsor Health Benefits with Ease

Empuls allows organization's to co-sponsor wellness benefits like Red Health emergency care plans at reduced costs, making it simple to extend life-saving healthcare assistance to every employee without exceeding budget constraints.

\*\*Support \*\*

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Employee wellness support with Samvedna Care
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/samvedna-care

Connect Samvedna Care with Empuls to give employees access to mental health counselling for employees, managed alongside your other wellness benefits.

## About Samvedna Care

Samvedna Care supports employee emotional wellbeing with counseling, individual and group therapy, and eldercare. Expert counselors reduce stress, build resilience, and address work-life challenges, fostering a culture that prioritizes mental health, awareness, and employee satisfaction.

##

Why Connect Samvedna Care with Empuls

Xoxoday Empuls and Samvedna Care combine engagement and wellbeing - giving employees easy access to online counselling, psychiatrist consultations, eldercare and dementia support, while helping HR promote workplace mental health, drive participation, and improve overall well‑being and productivity.

## Benefits

* **For HR Teams**
  * One platform for counseling, therapy, and eldercare support.
  * Fosters a mental-health-first culture.
  * Boosts satisfaction with expert care.
  * Frees HR to focus on programs.
* **For Employees**
  * Easy access via Xoxoday Empuls.
  * Individual or group therapy options.
  * Eldercare guidance for better balance.
  * A workplace that prioritizes well-being.

## How Employees Can Use Samvedna Care

* **Access to Counseling** Book one-on-one sessions easily with experienced counselors for stress management, emotional support, or personal issues.

* **Mental Health Assessments** Take confidential self-assessments to evaluate their mental health and get personalized recommendations.

* **Elder Care Support** Avail guidance and support for employees managing eldercare responsibilities, reducing stress and improving focus at work.

* **Workshops & Training** Participate in mental wellness workshops and training sessions to build emotional resilience and improve overall well-being.

* **Confidentiality** Completely confidential interactions allowing employees to feel safe and supported when seeking help.

## Co-Sponsor & Deliver Samvedna Care Benefits at Scale

Employers can purchase health and wellness benefits from Samvedna Care and provide services to multiple employees at once, simplifying distribution and ensuring the whole team has access to premium health programs. Follow the steps below:
​

<Steps>
  <Step title="Log in to Empuls">
    Click on **Reports & Admin** to land on Admin Dashboard.

    <Frame>
      <img alt="Reports & Admin link in Empuls navigation to open the admin dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    Navigate to **Program** >> **Manage Benefits** >> **Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Manage Benefits in program settings" />
    </Frame>
  </Step>

  <Step title="Select Samvedna Care">
    From the list of wellness partners, choose **Samvedna Care**.

    <Frame>
      <img alt="Samvedna Care selected from the list of wellness partners in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employer details">
    Enter:

    * Number of employees to receive the benefit
    * Work email addresses
    * Phone number
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will get back to you with pricing and package details based on the number of employees you’re enabling the benefit for. You can also customise the packages to suit your organisation’s specific HR requirements.

    <Frame>
      <img alt="Enquire button to submit Samvedna Care benefit request for pricing details" />
    </Frame>
  </Step>
</Steps>

## How Employees Can Redeem Points for Samvedna Care Services?

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop** → **Health & Wellness**.

    <Frame>
      <img alt="Empuls Shop with Health & Wellness category selected for redemption" />
    </Frame>
  </Step>

  <Step title="Select Samvedna Care from the available options">
    Select **Samvedna Care** from the available options.

    <Frame>
      <img alt="Samvedna Care option shown among available wellness services in Empuls Shop" />
    </Frame>
  </Step>

  <Step title="Pick the health service or wellness benefit you">
    Pick the health service or wellness benefit you need.

    <Frame>
      <img alt="Samvedna Care service selection page with available health and wellness benefits" />
    </Frame>
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay**.

    <Note>Note: Employees may redeem their available points or use both points and an additional payment amount to complete the transaction.</Note>
  </Step>
</Steps>

## **Co-Sponsor Health Benefits with Ease**

Empuls allows organizations to co-sponsor wellness benefits like Samvedna Care at reduced costs, making it simple to invest in comprehensive employee health and wellbeing without exceeding budget constraints.

## **Support**

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Seamless mental wellness support through Silver Oak Health
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/seamless-mental-wellness-support-through-silver-oak-health

Bring therapist-led mental wellness support to your team by integrating Silver Oak Health with Empuls, all tracked from one wellness dashboard.

## **About Silver Oak Health**

Silver Oak Health provides Employee Assistance Program (EAP) and mental well-being services across India, offering confidential counselling, wellness programs, and crisis management through a nationwide network of qualified professionals to support employees and their families with timely, accessible care.

## **Why Connect with Silver Oak Health**

Integrating Silver Oak Health with Xoxoday combines employee engagement and mental wellness, providing access to therapy, assessments, and proactive wellbeing tools. The platform goes beyond counselling to include self-help resources, gamified wellbeing content, mindfulness tracks, CBT modules, and resilience-building programs, helping HR track wellbeing, reduce absenteeism, and strengthen workforce connection.

## **Key Benefits**

**For Organizations**

* **End-to-end mental wellbeing support:** Screen, assess, and support employees across all stress levels.

* **Employee engagement boost:** Improve retention and morale through personalized wellbeing initiatives.

* **Simplified program delivery:** Centralized digital platform for deploying and managing wellness resources.

* **Measure results:** Real-time HR dashboards for usage analytics, employee engagement trends, and wellbeing metrics.

**For Employees**

* **Accessible therapy sessions:** Connect with certified psychologists through online counseling.

* **Confidential assessments:** Self-assess stress, anxiety, and emotional wellbeing securely.

* **Skill-building programs:** Access guided modules for stress management, resilience, and self-awareness.

* **Unlimited Counselling & High Engagement Model:** Designed for sustained mental wellbeing rather than session-limited support. Higher employee participation through awareness sessions and customized engagement.

## **How Employees Can Use Silver Oak Health**

* **Access Confidential Support**
  Connect with certified counsellors anytime for stress, anxiety, or personal challenges through a secure, ISO 27001-certified platform.

* **Ensure Privacy and Compliance**
  All sessions and data are protected under strict privacy standards, ensuring confidentiality and local compliance.

* **Build Resilience and Well-being**
  Participate in guided self-assessments, therapy plans, and interactive modules to strengthen emotional balance and mental fitness.

* **Explore Self-help Resources**
  Access mindfulness tracks, gamified wellbeing content, yoga videos, podcasts, and online CBT programs for daily self-care.

## **Support**

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Seamless mental wellness support through Silver Oak Health
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/silver-oak-health

Connect Silver Oak Health with Empuls to give employees access to therapist-led mental wellness support, managed alongside your other wellness benefits.

## About Silver Oak Health

Silver Oak Health provides Employee Assistance Program (EAP) and mental well-being services across India, offering confidential counselling, wellness programs, and crisis management through a nationwide network of qualified professionals to support employees and their families with timely, accessible care.

## Why Connect Silver Oak Health with Empuls

Integrating Silver Oak Health with Empuls combines employee engagement and mental wellness, providing access to therapy, assessments, and proactive wellbeing tools. The platform goes beyond counselling to include self-help resources, gamified wellbeing content, mindfulness tracks, CBT modules, and resilience-building programs—helping HR track wellbeing, reduce absenteeism, and strengthen workforce connection.

## Key Benefits

**For HR**

* **End-to-end mental wellbeing support:** Screen, assess, and support employees across all stress levels.

* **Employee engagement boost:** Improve retention and morale through personalized wellbeing initiatives.

* **Simplified program delivery:** Centralized digital platform for deploying and managing wellness resources.

* **Measure results:** Real-time HR dashboards for usage analytics, employee engagement trends, and wellbeing metrics.

**For Employees**

* **Accessible therapy sessions:** Connect with certified psychologists through online counseling.

* **Confidential assessments:** Self-assess stress, anxiety, and emotional wellbeing securely.

* **Skill-building programs:** Access guided modules for stress management, resilience, and self-awareness.

* \*\*Unlimited Counselling & High Engagement Model: \*\*Designed for sustained mental wellbeing rather than session-limited support. Higher employee participation through awareness sessions and customized engagement.

## How Employees Can Use Silver Oak Health

* **Access Confidential Support**
  Connect with certified counsellors anytime for stress, anxiety, or personal challenges through a secure, ISO 27001-certified platform.

* **Ensure Privacy and Compliance**
  All sessions and data are protected under strict privacy standards, ensuring confidentiality and local compliance.

* **Build Resilience and Well-being**
  Participate in guided self-assessments, therapy plans, and interactive modules to strengthen emotional balance and mental fitness.

* **Explore Self-help Resources**
  Access mindfulness tracks, gamified wellbeing content, yoga videos, podcasts, and online CBT programs for daily self-care.

## Co-Sponsor & Deliver Silver Oak Health Benefits at Scale

Employers can offer Silver Oak Health’s mental wellness programs company-wide, ensuring every employee has access to preventive and professional care. These benefits can be rolled out easily through Empuls, streamlining management while building a culture of mental wellbeing. Follow the steps below:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin link in Empuls navigation to open the admin dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Manage Benefits in program settings" />
    </Frame>
  </Step>

  <Step title="Select Silver Oak Health">
    * From the list of wellness partners, choose **Silver Oak Health**

    <Frame>
      <img alt="Silver Oak Health selected from the list of wellness partners in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Enquire button to submit Silver Oak Health benefit request for pricing" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Silver Oak Health

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select Silver Oak Healthfrom the available options">
    Select Silver Oak Healthfrom the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Smart digital healthcare with MFine
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/smart-digital-healthcare-with-mfine

MFine integrates with Empuls so every employee can access on-demand digital doctor consultations without leaving the platform.

## **About MFine**

MFine is India’s AI-powered digital healthcare platform connecting users with leading hospitals, doctors, and diagnostic centers. With 600+ hospital partners, 5,000+ certified doctors, and services across 1,000+ cities, MFine empowers organizations to offer comprehensive employee healthcare wherever their employees are.

## **Why Connect with MFine**

Integrating with MFine helps organizations offer employees instant, data-driven healthcare and preventive wellness programs. Employees can access medical experts, schedule diagnostics, and track vitals—all in one place—while HR teams can promote proactive care, reduce absenteeism, and build a culture of holistic wellness and productivity.

## **Key Benefits**

* **For Organizations**

  * **Unified health and engagement:** Combine employee engagement with medical support.
  * **Preventive health strategy:** Detect and address issues early to lower healthcare costs.
  * **Employee satisfaction:** Offer modern, tech-driven healthcare benefits.
  * **Insightful analytics:** Track participation and wellness trends securely.
* **For Employees**

  * **Convenient Access to Healthcare**
    Employees can easily consult certified doctors, book lab tests, and order medicines—all from the comfort of their home through the MFine app.
  * **Proactive Health Management**
    Regular health checkups and diagnostic screenings help employees detect issues early, manage their health effectively, and maintain overall well-being.

## **How Employees Can Use MFine**

* **Book a Health Checkup**
  Schedule comprehensive preventive screenings and diagnostic tests through MFine to monitor and manage your health effectively.

* **Get Early Detection Insights**
  Use test results and expert analysis to identify potential health issues early and take proactive measures for better wellbeing.

* **Consult Certified Doctors Online**
  Access quick and convenient outpatient consultations with qualified doctors directly from your home via MFine.

## **Support**

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Comprehensive flexibility & mobility wellness with STRETCHIT
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/stretchit

Connect STRETCHIT with Empuls to give employees access to guided flexibility and mobility training, managed alongside your other wellness benefits.

## About STRETCHIT

STRETCHIT is a digital flexibility and mobility training platform designed to improve movement, posture, and overall physical well-being. The platform provides structured stretching programs guided by expert coaches to help users reduce muscle stiffness, prevent injuries, and improve flexibility over time.

Through the STRETCHIT mobile app, users gain access to personalized stretching routines, guided mobility sessions, and progressive training programs tailored to different fitness levels and health goals. The platform focuses on improving mobility, reducing musculoskeletal discomfort, and supporting healthier movement habits for people with sedentary or desk-based lifestyles.

## Why Connect STRETCHIT with Empuls

Integrating STRETCHIT with Empuls enables organizations to support employee well-being by addressing mobility, posture, and physical strain caused by long working hours and sedentary routines. This integration helps companies introduce structured flexibility programs that encourage movement, reduce workplace discomfort, and improve overall employee wellness.

## Key Benefits

**For HR**

* **Improved workplace wellness**
  Structured flexibility programs help address common workplace issues such as back pain, muscle stiffness, and poor posture.

* **Preventive health support**
  Regular stretching routines can help reduce the risk of musculoskeletal issues and support long-term physical well-being.

* **Employee engagement**
  Interactive wellness programs encourage employees to stay active and maintain healthier daily routines.

* **Seamless program access**
  Employees can easily access flexibility training sessions through the Empuls platform.

**For Employees**

* **Guided stretching programs**
  Access professionally designed flexibility routines tailored to different skill levels.

* **Improved mobility and posture**
  Programs designed to help relieve tension from long sitting hours and improve body alignment.

* **Convenient training sessions**
  Short and effective sessions that can be performed anytime through the STRETCHIT mobile app.

* **Progressive flexibility training**
  Structured programs that help employees gradually improve flexibility and range of motion.

## How Employees Can Use STRETCHIT

* **Guided Stretching Sessions**

Employees can follow structured stretching routines led by professional trainers that target flexibility, mobility, and posture improvement.

* **Mobility Training Programs**

Users can participate in progressive mobility programs designed to improve joint health and muscle flexibility.

* **Workplace-Friendly Routines**

Short routines designed specifically for people who spend long hours sitting or working at a desk.

* **Progress Tracking**

Employees can track their flexibility progress and stay consistent with guided sessions through the STRETCHIT mobile app.

* **Corporate Wellness Programs**

Organizations can introduce flexibility and mobility training programs to support employee health, reduce physical strain, and promote active lifestyles.

## Co-Sponsor & Deliver STRETCHIT Benefits at Scale

Employers can roll out STRETCHIT’s flexibility and mobility programs across their organization, ensuring employees have access to structured movement and stretching routines. By integrating with Empuls, companies can streamline wellness initiatives, improve participation, and support healthier work habits.

**Follow the steps below to bring STRETCHIT to your organization:**

<Steps>
  <Step title="Log in to Empuls">
    Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Empuls Reports and Admin dashboard entry point" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    Navigate to **Program >> Manage Benefits >> Wellness Benefits**
  </Step>

  <Step title="Select STRETCHIT">
    From the list of wellness partners, choose STRETCHIT.
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers

    <Frame>
      <img alt="STRETCHIT employee details enquiry form for flexibility programs" />
    </Frame>
  </Step>

  <Step title="Send an enquiry">
    Click **Enquire**. Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access STRETCHIT

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to\*\* Empuls \*\*with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**
  </Step>

  <Step title="Select STRETCHIT from the available options">
    Select\*\* STRETCHIT \*\*from the available options.
  </Step>

  <Step title="Pick the well-being service you need">
    Pick the well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**

    \*\*Support \*\*

    <Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>
  </Step>
</Steps>


# Preventive health checkups with Thyrocare
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/thyrocare

Thyrocare integrates with Empuls so every employee can access preventive diagnostic and lab test packages without leaving the platform.

## About Thyrocare

Thyrocare is one of India’s leading diagnostic and preventive healthcare service providers, offering a wide range of pathology and wellness tests through a trusted, technology-driven network. With a focus on accuracy, affordability, and convenience, Thyrocare ensures early detection and proactive health management for employees and their families.

## Why Connect Thyrocare with Xoxoday Empuls

Adding Thyrocare to Empuls supports employee wellbeing by making preventive health checkups easy to access and affordable. With nationwide coverage, at-home sample collection, and digital reports, Thyrocare ensures a smooth and reliable health testing experience for every employee.

## Key Benefits

**For HR**

* **Employee wellbeing:** Promote preventive health with reliable and accessible diagnostics.
* **Nationwide reach:** Enable employees to access health checkups anywhere in India.

**For Employees**

* **Convenient testing:** Get samples collected from home or office.
* **Accurate results:** Benefit from advanced lab automation and quality processes.
* **Comprehensive packages:** Choose from a wide range of health and wellness tests.

## How Employees Can Use Thyrocare

Access Thyrocare through Empuls to book preventive health checkups or specific diagnostic tests. Schedule at-home sample collection, receive updates digitally, and get reports directly through secure online access.

## Co-Sponsor & Deliver Thyrocare at Scale

Employers can roll out Thyrocare health packages across teams to build a culture of wellbeing and preventive care. Enable hassle-free access to health services that keep employees proactive and productive.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Empower employee wellbeing with TruWorth Wellness
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/truworth-wellness

Connect TruWorth Wellness with Empuls to give employees access to corporate wellbeing screening programs, managed alongside your other wellness benefits.

## About TruWorth Wellness

TruWorth Wellness is a leading digital corporate wellness platform helping organizations enhance employee health through analytics, preventive care, and expert coaching—creating happier, healthier, and more productive workplaces at scale.

## Why Connect TruWorth Wellness with Empuls

Integrating TruWorth Wellness with Empuls enables organizations to deliver data-driven wellness programs, monitor engagement, and give employees easy access to health assessments, fitness challenges, and expert consultations—all in one platform.

## Key Benefits

* **For HR**

  * **Holistic Wellness Engagement:** Combine engagement activities with customized wellness journeys.
  * **Actionable Insights:** Use analytics and dashboards to measure program impact and participation.
  * **Enhanced Productivity:** Promote preventive health to reduce absenteeism and improve morale.

Deliver TruWorth Wellness at Scale

Employers can integrate TruWorth Wellness programs across the organization via Empuls to centralize wellbeing efforts. From preventive health campaigns to digital coaching, the platform empowers HR teams to build a culture of sustained wellbeing—reducing stress, boosting engagement, and improving organizational performance.

**Follow the steps below:**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**
  </Step>

  <Step title="Select TruWorth">
    * From the list of wellness partners, choose **TruWorth**
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:

      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## **How Employees Can Access TruWorth**

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop >> Health & Wellness">
    Navigate to **Shop >> Health & Wellness**
  </Step>

  <Step title="Select TruWorth from the available options">
    Select **TruWorth** from the available options.
  </Step>

  <Step title="Pick the well-being service you need">
    Pick the well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## **Support**

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# AI-powered wellness programs with Twin Health
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/twin-health

Add AI-powered metabolic health coaching to your benefits program with the Twin Health and Empuls integration, set up in a few admin steps.

## About Twin Health

Twin Health uses AI and machine learning to deliver personalized metabolic health solutions. Its core offering, the *Whole Body Digital Twin™*, creates a real-time digital representation of an individual’s metabolism using FDA-approved, non-invasive devices for 24/7 health monitoring. By analyzing thousands of data points from wearables, blood markers, and lifestyle inputs, it provides tailored recommendations for nutrition, activity, sleep, and stress to address the root causes of chronic conditions.

## Why Connect Twin Health with Xoxoday Empuls

Integrating Twin Health with Xoxoday Empuls enables HR teams to offer employees personalized, AI-driven health plans to manage and reverse metabolic conditions. Employees can track progress, receive ongoing care support, and build healthier habits—driving engagement and reducing healthcare costs.

## Key Benefits

* **For HR**
  * **AI-driven health solutions**
    Provide employees with personalized metabolic health plans based on real-time data.
  * **Seamless integration**
    Easily incorporate Twin Health's programs into existing wellness initiatives through the Empuls platform.
  * **Data-driven insights**
    Monitor employee health metrics and track program engagement to assess effectiveness.
  * **Cost-effective**
    Reduce healthcare expenses by addressing the root causes of chronic conditions and promoting preventive care.
* **For Employees**
  * **Personalized care**
    Receive tailored recommendations for nutrition, activity, sleep, and stress management.
  * **Expert support**
    Access a dedicated care team of health coaches and medical professionals.
  * **Sustainable health improvements**
    Achieve long-term health goals, such as weight loss and medication reduction, through evidence-based interventions.

## How Employees Can Use Twin Health

* **Enroll in the Program**
  Employees can sign up for Twin Health's program through the Xoxoday Empuls platform, providing basic health information to personalize their care plan.

* **Personalized Recommendations**
  The Twin Health provides guidance on nutrition, activity, sleep, and stress management based on the individual's unique metabolic profile.

## Co-Sponsor & Deliver Twin Health Benefits at Scale

Easily deploy Twin Health’s personalized metabolic programs organization-wide. Through Xoxoday Empuls integration, companies can manage wellness initiatives, track engagement, and build a culture of health and well-being.
​

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin link in Empuls navigation to open the admin dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Manage Benefits in program settings" />
    </Frame>
  </Step>

  <Step title="Select Twin Health">
    * From the list of wellness partners, choose Twin Health.

    <Frame>
      <img alt="Twin Health selected from the list of wellness partners in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Enquire button to submit Twin Health benefit request for pricing" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Twin Health

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop">
    Navigate to \*\*Shop \*\*
  </Step>

  <Step title="Select Twin Health from the available options">
    Select\*\* Twin Health \*\*from the available options.
  </Step>

  <Step title="Pick the counselling or well-being service you need">
    Pick the counselling or well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## Support

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Comprehensive wellness with unlock.fit
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/unlock-fit

Add gym access and fitness class bookings to your benefits program with the Unlock.Fit and Empuls integration, set up in a few admin steps.

## About Unlock.fit

Unlock.fit is a cutting-edge wellness platform that leverages genetic insights to deliver personalized nutrition and fitness plans. By analyzing over 700,000 gene markers, Unlock.fit provides users with tailored recommendations that align with their unique genetic makeup. Their services include DNA testing, blood analysis, personalized diet plans, exercise routines, and expert consultations, all accessible through a user-friendly mobile app.

## Why Connect Unlock.fit with Empuls

Integrating Unlock.fit with Empuls enables HR teams to offer employees a holistic wellness program that combines genetic insights with personalized nutrition and fitness plans. This integration supports preventive healthcare, enhances employee engagement, and promotes a culture of health and well-being within the organization.

## Key Benefits

* **For HR**
  * Comprehensive wellness support
    DNA and blood-based analysis to tailor nutrition and fitness plans.
  * Data-driven insights
    Access to anonymized wellness reports to monitor employee health trends.
  * Employee engagement
    Personalized wellness programs that foster a healthier, more productive workforce.
  * Seamless integration
    Easy deployment and management through the Empuls platform.
* **For Employees**
  * Personalized wellness plans
    Tailored nutrition and fitness recommendations based on genetic and health data.
  * Expert guidance: Access to certified nutritionists and fitness coaches for ongoing support.
  * Convenient access
    Wellness programs available anytime, anywhere through the Unlock.fit app.
  * Holistic health approach
    Programs designed to address individual health goals and challenges.

## How Employees Can Use Unlock.fit

* **DNA & Blood Testing**
  Employees can collect saliva and blood samples using provided kits, which are then analyzed to provide insights into their genetic and health profiles.

* **Personalized Wellness Plans**
  Based on test results, employees receive customized diet and exercise plans designed to optimize their health and performance.

* **Expert Consultations**
  Access to certified nutritionists and fitness coaches for personalized guidance and support.

* **Progress Tracking**
  Monitor health metrics and track progress through the Unlock.fit mobile app, ensuring continuous improvement and engagement.

* **Corporate Wellness Programs**
  Organizations can implement DNA-based wellness programs, like CorpGene, to enhance employee health and productivity on a larger scale.

## Co-Sponsor & Deliver Unlock.fit Benefits at Scale

Employers can roll out Unlock.fit’s personalized wellness programs across their organization, ensuring every employee has access to tailored health solutions. By integrating with Empuls, companies can streamline wellness initiatives, track engagement, and foster a culture of health and well-being. Follow the steps below to bring Unlock.fit to your organization:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin link in Empuls navigation to open the admin dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Manage Benefits in program settings" />
    </Frame>
  </Step>

  <Step title="Select Unlock.fit">
    * From the list of wellness partners, choose Unlock.fit.

    <Frame>
      <img alt="Unlock.fit selected from the list of wellness partners in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages">
    <Frame>
      <img alt="Available Unlock.fit wellness packages displayed on the benefit page" />
    </Frame>
  </Step>

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Enquire button to submit Unlock.fit benefit request for pricing" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Unlock.fit

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to\*\* Empuls \*\*with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**

    <Frame>
      <img alt="Empuls Shop with Health & Wellness category selected for redemption" />
    </Frame>
  </Step>

  <Step title="Select Unlock.fit from the available options">
    Select\*\* Unlock.fit \*\*from the available options.

    <Frame>
      <img alt="Unlock.fit option shown among available services in Empuls Shop" />
    </Frame>
  </Step>

  <Step title="Pick the well-being service you need">
    Pick the well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay.**
  </Step>
</Steps>

## Support

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Enhancing employee health and engagement through Welleazy
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/welleazy

Connect Welleazy with Empuls to give employees access to curated corporate wellness programs, managed alongside your other wellness benefits.

## About Welleazy

Welleazy is a health-tech organisation offering tailored corporate wellness solutions, nationwide access to diagnostics, tele-consultation and onsite medical support, with AI-enabled platforms to make care affordable and accessible for employees.

## Why Connect Welleazy with Xoxoday Empuls

Integrating Welleazy with Xoxoday Empuls enables HR to deliver a holistic wellness ecosystem—combining employee engagement with health screening, digital care portals and onsite services—boosting productivity, lowering health costs and strengthening workforce wellbeing.

## Key Benefits

* **For HR**
  * **Full-spectrum wellness delivery:** Health risk assessment, annual check-ups, e-consultation, onsite care.
  * **Data-driven insights:** Dashboards track utilisation, health trends, and measure program impact.
  * **Simplified program rollout:** One partner delivering physical, digital and preventive care across locations.

* **For Employees**
  * **Accessible care anytime:** Tele-consultation in 18+ languages, onsite medical support and home diagnostics.
  * **Confidential health assessments**: AI-enabled health risk screening with actionable personalised plans.
  * **Holistic well-being program:** Wellness calendar, vaccination drives, and chronic-care support from Welleazy.

## How Employees Can Use Welleazy

* Get Health-Checked & Stay Ahead

Employees complete a quick Health Risk Assessment, receive a personalised health plan and schedule annual or pre-employment check-ups — all via the Welleazy platform.

* Connect with the Right Care Immediately

Whether it’s a tele-consultation, onsite medical room or home-sample collection, Welleazy makes care seamless—employees' book through Empuls integration and access timely health services across India.

## Co-Sponsor & Deliver Welleazy Benefits at Scale

Employers can roll out Welleazy’s wellness ecosystem to all employees via Empuls—streamlining enrolment, documentation and measurement while promoting a unified culture of health and productivity.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Holistic employee wellness with Yogifi
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/yogifi

Add guided yoga and holistic wellness sessions to your benefits program with the YogiFi and Empuls integration, set up in a few admin steps.

## About YogiFi

YogiFi is an innovative AI-powered yoga solution that integrates intelligent sensor technology to offer personalized, real-time posture feedback during yoga sessions. This intelligent yoga mat helps users enhance their practice by providing accurate corrections, ensuring a more effective and therapeutic yoga experience.

## Why Connect YogiFi with Empuls

Integrating YogiFi with Empuls allows HR teams to promote physical wellness through personalized yoga programs. Employees can access real-time posture feedback and therapeutic yoga sessions, fostering a healthier workforce. HR leaders can track engagement, encourage holistic wellness, and reduce stress-related absenteeism, all while promoting a culture of wellness within the organization.

## Key Benefits

* **For HR**
  * AI-driven wellness support
    Personalized yoga sessions that correct posture and enhance practice.
  * Data-driven insights
    Monitor engagement and track wellness metrics across your organization.
  * Employee retention boost
    Improve morale and productivity through tailored wellness initiatives.
  * Simplified program delivery
    Easily integrate YogiFi’s digital yoga programs across the workforce.
* **For Employees**
  * Real-time posture feedback
    Improve your yoga practice with AI-powered corrections.
  * Therapeutic yoga sessions
    Enjoy stress relief and mental clarity anytime, anywhere.
  * Accessible wellness
    Yoga sessions that fit into any schedule and require no prior experience.
  * Interactive learning
    Engage with personalized sessions that adapt to your skill level.

## How Employees Can Use YogiFi

* **Personalized Yoga Classes**
  Employees can participate in yoga sessions tailored to their unique needs, with real-time feedback that helps improve posture and enhances the practice.

* **Therapeutic Sessions**
  Enjoy instant stress relief and therapeutic benefits with sessions designed to promote mental clarity and physical wellness.

* **Anywhere, Anytime Access**
  With YogiFi, employees can practice yoga from the comfort of their home, office, or while traveling, ensuring wellness is always within reach.

* **Posture Correction**
  YogiFi’s AI-driven sensor technology provides accurate posture corrections during yoga sessions, helping employees maintain proper alignment and avoid strain.

* **Engagement & Tracking**
  HR leaders can monitor employee engagement with the program, track wellness progress, and ensure that every employee has access to the resources they need for a healthier lifestyle.

## Co-Sponsor & Deliver YogiFi Benefits at Scale

Employers can easily roll out YogiFi’s personalized yoga sessions across the organization, ensuring all employees have access to the therapeutic benefits of yoga. By integrating YogiFi with Empuls, companies can streamline wellness initiatives and promote a healthy, engaged workforce. Follow the steps below to bring YogiFi to your organization:

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Empuls dashboard with Reports & Admin option highlighted in the navigation" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Program settings showing the Manage Benefits and Wellness Benefits navigation path" />
    </Frame>
  </Step>

  <Step title="Select YogiFi">
    * From the list of wellness partners, choose YogiFi.

    <Frame>
      <img alt="YogiFi listed among wellness partners on the benefits selection page" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers

    <Frame>
      <img alt="YogiFi enquiry form with fields for employee count, work emails, and phone numbers" />
    </Frame>
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Enquire button to submit YogiFi benefit request for pricing and details" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access YogiFi

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop → Health & Wellness">
    Navigate to **Shop → Health & Wellness.**

    <Frame>
      <img alt="Empuls Shop with Health & Wellness category selected showing YogiFi option" />
    </Frame>
  </Step>

  <Step title="Select YogiFi from the available options">
    Select\*\* YogiFi \*\*from the available options.
  </Step>

  <Step title="Pick the well-being service you need">
    Pick the well-being service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Empower employee mental wellness with Your DOST
Source: https://help-empuls.xoxoday.com/admin/integrations/health-wellness/your-dost

Your DOST integrates with Empuls so every employee can access confidential mental wellness counselling without leaving the platform.

## About Your DOST

Your DOST provides confidential mental health support through one-on-one counseling, self-help tools, and workshops. Its clinically validated approach builds emotional resilience and long-term wellbeing for employees.

## Why Connect Your DOST with Empuls

Integrating Your DOST with Empuls brings mental health and employee engagement together on one platform. Employees can access confidential counseling and self-care tools directly through Empuls, while HR teams can foster an open, stigma-free culture of emotional wellness—leading to improved morale, reduced burnout, and stronger team connections.

## Key Benefits

* **For HR**
  * Enhance employee wellbeing
    Address emotional and mental health proactively.
  * **Boost productivity**
    Support mental clarity, focus, and motivation at work.
  * **Reduce attrition**
    Help employees manage burnout and stress effectively.
  * **Measure impact**
    Access anonymized wellness insights to guide HR initiatives.
* **For Employees**
  * **24/7 availability**
    Access emotional support anytime, anywhere.
  * **Diverse expertise**
    Assess professional counselling specializing in stress, anxiety, relationships, career issues, and more.
  * **Personal growth**
    Access life coaching for confidence, performance, and leadership skills.
  * **Completely private**
    All sessions are 100% confidential and secure.

## How Employees Can Use Your DOST

* **Connect with a Counselor**
  Book one-on-one online sessions with licensed psychologists or life coaches.

* **Instant Chat Support**
  Get immediate help through real-time chat with emotional wellness experts.

* **Video or Audio Therapy**
  Choose flexible formats for therapy sessions based on comfort and need.

* **Self-Help Tools**
  Access personalized assessments, progress tracking, and self-guided exercises.

* **Confidentiality & Security**
  All data and sessions are encrypted and anonymized to protect employee privacy.

## Deliver Your DOST Benefits at Scale

Integrating Your DOST with Empuls unites mental health and engagement in one place enabling easy access to mental health counselling while helping HR nurture a stigma-free culture of wellbeing.

## Follow the steps below:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin link in Empuls navigation to open the admin dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Wellness Benefits**

    <Frame>
      <img alt="Wellness Benefits section under Manage Benefits in program settings" />
    </Frame>
  </Step>

  <Step title="Select YourDost">
    * From the list of wellness partners, choose **Your Dost.**

    <Frame>
      <img alt="Your DOST selected from the list of wellness partners in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    Enter:

    * Number of employees
    * Work email addresses
    * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Enquire button to submit Your DOST benefit request for pricing" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and share the process to send the benefits to employees.
  </Step>
</Steps>

## Support

<Note>For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# HRMS
Source: https://help-empuls.xoxoday.com/admin/integrations/hris-hrms

Connect Workday, SAP, Oracle, UKG, and other HR systems to Empuls for automated employee data sync, onboarding triggers, and SFTP bulk transfers.

Keeping employee records accurate in Empuls is fundamental to the platform working correctly — from routing recognition to the right person, to triggering anniversary and onboarding programs at the right time. Connecting your HRIS or HRMS system to Empuls ensures that changes made in your HR platform (new hires, role changes, departures) are automatically reflected in Empuls without manual intervention.

Empuls supports integrations with major HR platforms including Workday, SAP SuccessFactors, Oracle HCM, UKG (Ultimate Kronos Group), HiBob, HROne, and others. For systems not covered by a native connector, SFTP-based bulk transfers and custom API integrations are also available.

## Why connect your HRIS to Empuls

Manual employee list management creates data drift. When an employee is promoted, transfers to a different team, or leaves the organization, that change needs to be reflected in Empuls — otherwise recognition goes to wrong reporting structures, programs run for inactive users, and rewards may be issued incorrectly.

An HRIS integration solves this by making your HR platform the single source of truth for employee data:

* **Onboarding triggers** fire automatically when a new employee record is created in your HR system, enrolling them in Empuls and any applicable welcome programs
* **Offboarding automation** deactivates Empuls access when an employee exits, preventing reward accumulation after departure
* **Profile updates** such as manager changes, department moves, and location changes sync to Empuls in real time or on a scheduled cadence

## Integration workflow

All HRIS integrations follow the same three-stage workflow:

<Steps>
  <Step title="Connect your database">
    Your Empuls account team works with you to establish a connection between your HR system and Empuls. For native connectors (Workday, SAP, Oracle, UKG), this involves authorizing API access. For custom systems, the connection uses SFTP, direct database access, or a client API. Data security is maintained throughout — Empuls does not store raw HR credentials.
  </Step>

  <Step title="Map fields">
    Once the connection is established, map the fields from your HR system to the corresponding attributes in Empuls. Standard fields include employee name, email, employee ID, department, manager, location, and employment start date. You can introduce additional custom fields at this stage if your HR system captures data that Empuls programs need but that is not part of the standard mapping.
  </Step>

  <Step title="Automate and run programs">
    With fields mapped, Empuls can run programs automatically against the synced data. New employee welcome programs, tenure-based milestone recognition, and department-specific engagement initiatives all depend on accurate HR data to trigger at the right moment for the right person.
  </Step>
</Steps>

## SFTP-based bulk data transfers

Organizations that cannot use real-time API connections — or that prefer scheduled batch transfers — can use SFTP (Secure File Transfer Protocol) to push employee data to Empuls. SFTP is an industry-standard, cost-effective protocol that requires no custom code.

With SFTP integration:

* You (or your HR system) place a structured data file on an SFTP server at a configured schedule
* Empuls retrieves the file, validates the data format, and processes the records
* Created, updated, and deactivated employee records are applied to Empuls automatically

The SFTP connection can be set up to use either your organization's SFTP server or a Empuls-hosted SFTP endpoint. Field mapping and data validation rules are configured during the initial setup.

<Tip>
  SFTP transfers work well for organizations with nightly batch exports from legacy HR systems, or where real-time API access to the HRIS is not permitted by IT security policy.
</Tip>

## Monitoring data uploads with Logs

When employee data is transferred to Empuls — whether through SFTP or manual CSV upload — the **Logs** feature gives you visibility into each upload's status and outcome.

For every upload, Empuls records:

| Field               | Description                                      |
| ------------------- | ------------------------------------------------ |
| **File Name**       | The name of the uploaded file                    |
| **Upload Date**     | When the upload was processed                    |
| **Uploaded By**     | Which user or process submitted the file         |
| **Uploaded To**     | The destination data set or template             |
| **Records Created** | Count of new employee records successfully added |
| **Records Skipped** | Count of records that failed validation          |

A successful upload shows the expected number of records under **Records Created** and zero under **Records Skipped**. If records are skipped, download the error CSV (available next to the records skipped count) to see which rows failed and the reason for each failure. Fix the errors in your file and re-upload.

<Note>
  Common upload errors include date format mismatches (Empuls expects `dd-mm-yyyy`), missing required fields, and duplicate employee IDs. The error CSV identifies the specific issue for each skipped record.
</Note>

## Best practices for keeping records accurate

* **Sync frequency** — For organizations with frequent headcount changes, configure daily or real-time sync. For stable workforces, weekly batch transfers may be sufficient.
* **Validate before going live** — After completing the initial data migration, audit a sample of employee records in Empuls against your HRIS to confirm field mapping is correct.
* **Manager hierarchy accuracy** — Many Empuls programs route notifications and approvals through the manager chain. Verify that manager relationships sync correctly from your HRIS.
* **Deactivation handling** — Confirm that terminated employees are deactivated in Empuls promptly. Employees who remain active after leaving can accumulate points or receive recognition that creates compliance issues.
* **Use the Logs view** — After each scheduled sync or manual upload, check the Logs page to confirm all records were processed as expected. Investigate skipped records immediately rather than letting errors accumulate.

## Supported HR systems

Empuls has connectors for or has been integrated with the following platforms:

* Workday
* SAP SuccessFactors
* Oracle HCM Cloud
* UKG (Kronos, Ultimate)
* HiBob
* HROne
* BambooHR (via SFTP or API)
* Darwin Box
* Others via custom integration

<Note>
  If your HR system is not in this list, it may still be supported through a custom integration. Contact [cs@xoxoday.com](mailto:cs@xoxoday.com) or your Empuls account manager to discuss your specific system.
</Note>

## Setting up the integration

HRIS integrations require setup assistance from the Empuls team. To get started:

<Steps>
  <Step title="Contact your account manager">
    Reach out to your Empuls account manager to initiate the HRIS integration process. Provide the name of your HR system and your preferred sync method (real-time API, scheduled SFTP, or manual CSV).
  </Step>

  <Step title="Involve your IT and HR teams">
    The integration requires API credentials or SFTP access from your HR system. Loop in your IT and HR platform administrators early to avoid delays during the connection step.
  </Step>

  <Step title="Complete field mapping">
    Work with the Empuls team to map all required fields. Plan for any custom fields your programs depend on.
  </Step>

  <Step title="Run a test sync">
    Before going live, perform a test sync with a subset of employee records and verify the data in Empuls matches your HRIS.
  </Step>

  <Step title="Monitor and maintain">
    After go-live, use the Logs feature to monitor ongoing syncs. Revisit the field mapping whenever your HRIS schema changes.
  </Step>
</Steps>

For questions or to start the integration process, contact [cs@xoxoday.com](mailto:cs@xoxoday.com).


# 247HRM
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/247hrm

Integrate 247HRM with Empuls to sync attendance and employee records with automated recognition workflows.

**Why this Integration?**

This integration connects your 247HRM account with Empuls to automate employee data synchronization across both platforms. It ensures that employee details — from onboarding to exits — stay consistent and up to date in Empuls, eliminating the need for manual data management.

**With this integration, you can:**

* Automatically add new employees to Empuls when their profiles are created in 247HRM.
* Sync employee information such as department, designation, and location from 247HRM to Empuls.
* Deactivate or remove employees in Empuls based on their exit date or status in 247HRM.
* Maintain accurate employee data in Empuls without manual intervention.

Once this integration is enabled, data syncs every 24 hours between 247HRM and Empuls, ensuring your employee directory and engagement programs always remain accurate.

**Data can be mapped for:**

* First name
* Last name
* Official email
* Employee code/ID
* Department
* Designation
* Grade
* Date of Birth
* Date of Joining
* Mobile number
* Business Unit
* Cost center
* Location
* Contact number, and more

**How to set up this integration?**

Reach out to your Empuls account manager to enable this integration, or write to us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**


# ADP
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/adp

Learn how to connect ADP with Empuls to automate employee data sync and extend your engagement programs.

Learn how the **ADP and Empuls integration** automates employee onboarding, profile updates, and offboarding while keeping your employee directory synchronized with ADP.

## Before you begin

Before configuring the integration, ensure you have:

* Administrator access to both your ADP and Empuls accounts.
* Required employee information populated in ADP.
* Permission to configure API integrations in ADP.

## About this integration

The ADP integration automates employee lifecycle management in Empuls using the employee information available in your ADP account.

With this integration you can:

* Automatically create employee accounts in Empuls when new employees are added to ADP.
* Automatically update employee information in Empuls whenever employee records are modified in ADP.
* Automatically deactivate employees in Empuls based on their exit date or employment status.
* Eliminate manual employee imports and reduce administrative effort.
* Keep employee records synchronized every 24 hours.

Once enabled, ADP becomes the primary source of employee information for Empuls.

## Supported employee data

Employee information that can be synchronized includes:

* First Name
* Last Name
* Official Email
* Employee ID
* Date of Joining
* Exit Date
* Date of Birth
* Work Contact Number
* Department
* Designation / Job Title
* Office Location
* Reporting Manager
* Department Head
* Business Unit
* Employee Status
* Grade
* HR Representative
* Cost Center
* Cost Centre Head

<Note>
  Additional employee attributes may also be mapped based on your implementation requirements.
</Note>

## Set up the integration

<Steps>
  <Step title="Add Empuls from the ADP Marketplace and log in to Empuls">
    Empuls is listed on the ADP Marketplace. [Purchase Empuls](https://apps.adp.com/en-US/apps/799532) if you haven't already, then log in to Empuls.

    <Frame>
      <img alt="Xoxoday Empuls for ADP Workforce Now listing on the ADP Marketplace" />
    </Frame>
  </Step>

  <Step title="Navigate to Integrations">
    From **Reports and Admin**, navigate to **Integrations**. Under **HRMS Applications**, select **ADP**.

    <Frame>
      <img alt="Integrations page in Empuls with ADP under HRMS Applications" />
    </Frame>
  </Step>

  <Step title="Enable your ADP connection">
    Click **Enable Connection** to connect to your ADP account.

    <Frame>
      <img alt="Add ADP screen in Empuls with the Establish connection button" />
    </Frame>
  </Step>

  <Step title="Log in to your ADP account">
    Enter your ADP credentials to authenticate the connection.

    <Frame>
      <img alt="ADP sign-in screen to authenticate the Empuls connection" />
    </Frame>
  </Step>

  <Step title="Select employee data fields">
    Back in Empuls, choose the employee information you want Empuls to synchronize from ADP.

    * Most employee attributes are selected by default. Mandatory fields such as **First Name**, **Official Email**, **Employee ID**, and **Employee Status** cannot be deselected.
    * Map each ADP field to its corresponding field in Empuls.
    * If your organization stores dates in a custom format, select the correct date format for **Date of Joining**, **Date of Birth**, and **Exit Date**.

    <Frame>
      <img alt="Select Data Fields panel mapping ADP fields to Empuls fields" />
    </Frame>
  </Step>

  <Step title="Validate employee data">
    Review the mapped employee information before enabling synchronization. Validate that:

    * Employee IDs are unique.
    * Email addresses are correct.
    * Required fields are populated.
    * Duplicate employee records are not present.
  </Step>

  <Step title="Schedule your first sync">
    Choose how you would like the initial synchronization to run:

    * **Run data sync once now** — immediately imports employees from ADP, creates their accounts in Empuls, and sends invitation emails to newly created users.
    * **Schedule first data sync for later** — pick a future date and time for the first synchronization. Use this when planning an organization-wide launch or communicating with employees before invitations are sent.

    <Frame>
      <img alt="Schedule Data Sync step with run-now and schedule-for-later options" />
    </Frame>
  </Step>

  <Step title="Complete the setup">
    Click **Save & Finish**. Your ADP integration is now configured successfully.

    Following the initial synchronization, Empuls automatically synchronizes employee data every **24 hours**.
  </Step>
</Steps>

## Employee lifecycle automation

**New employees**

Employees added in ADP are automatically created in Empuls during the next scheduled synchronization.

**Employee updates**

Changes made in ADP are reflected in Empuls after the next synchronization — for example:

* Department changes
* Designation updates
* Manager changes
* Business Unit changes
* Contact information updates
* Office location updates

**Employee offboarding**

Employees are automatically deactivated in Empuls when their exit date or employment status is updated in ADP.

## Best practices

For a smooth implementation:

* Complete employee profiles before the first synchronization.
* Ensure employee IDs are unique.
* Verify official email addresses.
* Review imported employee records after the first sync.
* Schedule the first synchronization to align with your internal rollout plan.

## Troubleshooting

<AccordionGroup>
  <Accordion title="An employee isn't appearing in Empuls">
    Check that the employee exists in ADP, that mandatory fields are populated, and that the synchronization has completed successfully.
  </Accordion>

  <Accordion title="Employee information is outdated">
    Changes made in ADP appear after the next scheduled synchronization (every 24 hours).
  </Accordion>

  <Accordion title="Duplicate employee records">
    Verify that employee IDs and official email addresses are unique before running the first synchronization.
  </Accordion>
</AccordionGroup>

## FAQs

<AccordionGroup>
  <Accordion title="How often does Empuls sync with ADP?">
    Employee information is synchronized automatically every 24 hours.
  </Accordion>

  <Accordion title="Can I choose which employee fields are imported?">
    Yes. During setup, you can map supported ADP fields to Empuls and choose which optional fields to synchronize.
  </Accordion>

  <Accordion title="What happens when an employee leaves the organization?">
    Employees are automatically deactivated in Empuls based on their exit date or employment status in ADP.
  </Accordion>

  <Accordion title="Can I schedule the first synchronization?">
    Yes. You can either run the first synchronization immediately or schedule it for a later date and time.
  </Accordion>

  <Accordion title="Can I update field mappings later?">
    Yes. Administrators can modify field mappings by editing the integration configuration.
  </Accordion>
</AccordionGroup>

## Related resources

* **ADP Marketplace** — [Empuls for ADP](https://apps.adp.com/en-US/apps/799532)
* **Learn more** — [Empuls ADP integration](https://www.xoxoday.com/integrations/adp)

## Need help?

If you need assistance configuring the integration, contact your **Empuls account manager** or email [cs@xoxoday.com](mailto:cs@xoxoday.com).

<script type="application/ld+json" />

<script type="application/ld+json" />


# Adrenalin
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/adrenalin

Learn how the Adrenalin and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards.

## About This Integration

This integration automates the user account management processes in Empuls, based on the employee data available in Adrenalin. With this integration you can:

* Add new employees to Empuls automatically, as soon as their Adrenalin account is created.
* Edit existing employee data in Empuls, simply by updating their Adrenalin profile.

Once this integration is enabled, the data will sync between Empuls and your Adrenalin account once every 24 hours.

## How to Set Up This Integration?

Please contact your Adrenalin account manager and request them to share the below client details, with respect to your Adrenalin account:

**Client Details Needed from Adrenalin:**

API Key

\*\*Access token URL being used: \*\*[https://app.Adrenalin.com/connect/token?grant\_type=Adrenalinapi](https://app.adrenalin.com/connect/token?grant_type=Adrenalinapi)

\*\*API being used: \*\*[https://api.Adrenalin.com/v1/employees](https://api.adrenalin.com/v1/employees)

<Steps>
  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".

    \*\*and \*\*navigate to "**Integrations.**"

    <Frame>
      <img alt="Empuls Admin Dashboard with Integrations navigation highlighted" />
    </Frame>
  </Step>

  <Step title="Click on Add Adrenalin">
    Click on\*\* “Add Adrenalin”. \*\*

    <Frame>
      <img alt="Add Adrenalin integration button in Empuls integrations list" />
    </Frame>
  </Step>

  <Step title="Add the details to proceed">
    Add the details to proceed.
  </Step>

  <Step title="Define filtering criteria to avoid account creation">
    Define filtering criteria to avoid account creation for external consultants. Click on **NEXT.**
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * Run Date Sync Once Now: Select this option to launch your Empuls account immediately. This will create accounts for all employees and send invites.

    * Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    Select the date and time of your choice. Click on **Save and Finish.**
  </Step>
</Steps>

## **Fields required from API:**

For Adrenalin, we fetch whatever data is pushed to us via their report. The specific fields and data points can vary depending on the company.

Questions? Contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com). We are more than happy to help you!

​**Where to find this in the platform?**


# BambooHR
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/bamboohr

Learn how the BambooHR and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards.

Seamlessly integrate BambooHR with Empuls for swifter and automated user data management.

## Before You Begin

Ensure you have admin access to both Empuls and BambooHR accounts. You'll need BambooHR API credentials and your company's BambooHR domain information.

## Why This Integration?

Integrating BambooHR with your Empuls account helps you seamlessly sync data. All real-time employee data changes on your BambooHR account reflect automatically on your Empuls account through this integration, bolstering your efforts to appreciate and recognise your team members.

With this integration, you can:

* Add new employees to Empuls automatically as soon as their BambooHR profile is created.
* Edit existing employee data in Empuls simply by updating their BambooHR profile.
* Remove exited employees from Empuls based on their exit date in BambooHR.
* Import employee birth dates and start dates so you can celebrate these special days with automated greetings and gifts.

Once this integration is enabled, the data will sync between Empuls and your BambooHR account once every 24 hours.

## Integration set up

### Step 1: Configure custom report

Create a new report in your BambooHR account, which captures the below user data.

<Frame>
  <img alt="BambooHR custom report configuration capturing employee data fields" />
</Frame>

[Documentation Link: How to create a custom report in Bamboo HR](https://www.bamboohr.com/blog/custom-hr-reports-hints-tips/)

### Step 2: Create system user

Create a new user for Empuls in your BambooHR account. This user should be a non-employee system user and should have access to the report created in the previous step.

[Documentation Link: How to create a new user in Bamboo HR and generate the API key](https://help.quantumworkplace.com/creating-a-bamboohr-api-key-for-integration)

### Step 3: Provide your BambooHR credentials

Feed in your \*\*BambooHR Domain \*\*name and click on **Continue BambooHR setup.**

<Frame>
  <img alt="BambooHR domain credential entry screen in Empuls setup" />
</Frame>

We need the following details to configure the integration between BambooHR and Empuls.

* **BambooHR Tenant ID** - This is the domain / tenant name that you use to access BambooHR.
* **Base64 Encoded API Key** - API Key would be created by Base64 encoding the username and API key. `Base64(<API_Key>:<UserName>)` ex. `Base64("iuqhedieahrdyr9823y:abcd@domain.com")`. Use this [tool](https://www.base64encode.org/) to encode.
* **Report Input XML** - This will contain the field names that you have used for creating the custom report. ex:

```xml theme={null}
<report><title>hrms</title><fields><field id="firstName" /><field id="lastName" /><field id="employeeNumber" /><field id="firstName" /><field id="lastName" /><field id="birthday" /><field id="workEmail" /><field id="email" /><field id="hireDate" /><field id="jobTitle" /><field id="supervisorEmail" /><field id="department" /><field id="location" /><field id="status" /><field id="employmentHistoryStatus"/></fields></report>
```

This step concludes credentials are validated. You will be redirected to the next step towards this integration.

### Step 4: Map Data Fields

This step allows you to select and map data fields to be uploaded to your Empuls account. You can do the following in step 3. The data that you receive will depend on the permissions you have granted in the custom report.

### Step 5: Schedule or Run Now

Finally, you can choose to schedule the integration to start from a future date/time or run immediately. Once enabled, the integration will automatically run daily to sync data from BambooHR into Empuls.

### Step 6: Download data to validate

Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.

## FAQs

<AccordionGroup>
  <Accordion title="How frequently does the sync occur?">
    The integration syncs automatically every 24 hours, ensuring your Empuls data stays current with BambooHR.
  </Accordion>

  <Accordion title="What happens to exited employees?">
    When an employee's status changes to "Exit" or an exit date is reached, the system automatically removes them from active sync in Empuls.
  </Accordion>

  <Accordion title="Can I import custom fields from BambooHR?">
    Only standard BambooHR fields are supported in the base integration. Contact support for custom field mapping options.
  </Accordion>
</AccordionGroup>

## Troubleshooting

1. Sync failed to complete Verify your API key is correctly encoded in Base64 and the BambooHR domain is accurate
2. Duplicate employee records Check for duplicate entries in BambooHR and run a data cleanup
3. Missing field values Ensure those fields are populated in BambooHR and included in your field mapping configuration

## Next Steps

After integration is live, monitor the first sync cycle in the integration logs. Verify employee counts match between BambooHR and Empuls. Test the auto-add feature by creating a test employee in BambooHR.

<Note>Questions, feedback or need support? Email [cs@xoxoday.com](mailto:cs@xoxoday.com)</Note>


# Darwinbox
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/darwinbox

Learn how the Darwinbox and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards.

## Before You Begin

Ensure you have admin access to both Darwinbox and Empuls. Contact Darwinbox support to enable the integration framework if not already available.

## Why This Integration?

This integration automates user account management in Empuls based on employee data in Darwinbox. It allows you to recognise team members directly and instantly via your existing Darwinbox framework.

With this integration, you can :

* Add new employees to Empuls automatically as soon as their Darwinbox profile is created.
* Edit existing employee data in Empuls by updating their Darwinbox profile.
* Remove exited employees from Empuls based on their exit date in Darwinbox.

Once this integration is enabled, the data will sync between Empuls and your Darwinbox account once every 24 hours.

This article will show you how to set up your Darwinbox integration and launch a strategic recognition spree.

## Set up integration

Contact your Darwinbox account manager and ask him to share the client details below concerning your Darwinbox account.

## Step 1: Provide your Darwinbox credentials

Admin is required to provide the Darwinbox credentials to connect with the Darwinbox APIs and fetch all employee data.

Contact your Darwinbox account manager to get the below client details concerning your Darwinbox account:

* Domain: HRMS domain name
* Username (Service User Name)
* Secret Key (Service User Password)
* Dataset Key\[Active]
* API Key for Dataset \[Active]
* Dataset Key\[Inactive]
* API Key for Dataset \[Inactive]

<Frame>
  <img alt="Darwinbox credentials setup form in Empuls integration" />
</Frame>

Input the above specified data into the fields. The **API Key for Photo** and **Photo Document Name** are not mandatory for setup.

This step concludes once your Darwinbox credentials are validated. You will be redirected to the next step towards this integration.

## Step 2: Map Data Fields

This step allows you to select and map the data fields to be uploaded to your Empuls account. You can do the following in step 2.

* Select the data fields to be imported to Empuls. All the fields are selected by default. You may uncheck the boxes to unselect specific fields.
  For example, Uncheck the Work Contact Number fields if you do not wish to share this information with Empuls. A few fields, like the First Name, Email ID, and Status, are mandatory and thus cannot be unchecked.
* Map the data fields on your Darwinbox account to the correct fields on Empuls to configure the platform per your needs.
* Select date format for Date of Joining & Date of Birth fields to ensure that dates are updated correctly.

<Frame>
  <img alt="Mapping Darwinbox employee data fields to Empuls" />
</Frame>

Data can be mapped for multiple fields like

* First name
* Last name
* Official email
* Employee code/ID
* Grade
* Department
* Designation
* Date of birth
* Date of Joining
* Mobile number
* Business Unit
* Cost center
* Location
* Contact/Mobile number and many more

## Step 3: Define Filtering Criteria

You may add your filtering criteria to avoid account creation for external consultants and test accounts that you may have created on your Darwinbox account.

You can choose to skip this step if irrelevant to your organisation.

<Frame>
  <img alt="Defining filtering criteria for Darwinbox sync" />
</Frame>

## Step 4: Schedule Data Sync

You may choose between two Data Sync options:

<Frame>
  <img alt="Scheduling Darwinbox data sync options in Empuls" />
</Frame>

* **Option 1:** Run Date Sync Once Now: Select this option to launch your Empuls immediately. This will create accounts and send invites for all employees.
* \*\*Option 2: \*\*Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

## Step 5: Download data to validate

Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.

Click on **Save & Finish** to complete your integration.

## Next Steps

Verify the integration framework is enabled in your Darwinbox account. Test with a pilot group before full deployment.

<Note>Questions, feedback or support? Email [cs@xoxoday.com](mailto:cs@xoxoday.com)</Note>

##


# Automate HR & payroll data with Emgage integration
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/emgage-integration

Automate HR and payroll data sync between Emgage and Empuls to trigger recognition instantly for every employee.

## About Emgage HRMS

Emgage HRMS is a cloud-based HR management and payroll platform tailored for Indian SMEs and growth-oriented organisations. It covers the full employee lifecycle—onboarding, attendance with geo-fencing/biometric integration, leave management, payroll processing, compliance and performance tracking accessible via mobile app for remote, field or hybrid workforces. With modular design, real-time dashboards and automated workflows built specifically for Indian labour-law compliance, Emgage enables businesses to streamline HR operations and scale efficiently as they grow.

## **Why This Integration?**

This integration automates user account and data management in Empuls based on employee metadata in your Emgage HRMS account. It creates a seamless HR-to-engagement workflow, ensuring accurate, up-to-date employee profiles and timely removal of exited users.

With this integration, you can:

* **Automatically add new employees** to Empuls when their profile is created in Emgage.

* **Update employee details** in Empuls whenever the Emgage profile is edited.

* **Remove exited employees** from Empuls automatically based on exit date/status in Emgage.

Once enabled, the data sync runs **once every 24 hours** to keep both systems aligned.

## **Data That Can Be Mapped**

Typical fields you can map include:

* First Name

* Last Name

* Official Email

* Employee ID/Code

* Department

* Designation

* Grade/Level

* Date of Birth

* Date of Joining

* Business Unit

* Location

* Cost Centre

* Mobile Number

* Many more as per your Emgage configuration

## **How to Set Up This Integration**

Reach out to your Empuls account manager to initiate the Emgage integration. Alternatively, send an email to **[cs@xoxoday.com](mailto:cs@xoxoday.com)** for support and onboarding.


# FactoHR
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/factohr

Sync FactoHR employee records with Empuls for automated onboarding, exit workflows, and recognition triggers.

## **Why this Integration?**

This integration automates the user account management processes in Empuls based on the employee data available in your FactoHR account.

With this integration, you can :

* Add new employees to Empuls automatically when their FactoHR profile is created.
* Edit existing employee data in Empuls simply by updating their FactoHR profile.
* Remove exited employees from Empuls based on their exit date/status in Oracle.

Once this integration is enabled, the data will sync between Empuls and your FactoHR account once every 24 hours.

Data can be mapped for

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

## **How to set up this integration?**

Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)


# Freshteam
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/freshteam

Learn how the Freshteam and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards and automated celebrations.

Empuls and Freshteam help you automate user data management and seamlessly drive people initiatives across your organization.

## Before You Begin

Ensure you have admin access to both Freshteam and Empuls. You'll need your Freshteam API key from the Freshteam admin settings.

## How It Works

Freshteam integration automatically synchronizes employee data with Empuls while enabling special event celebrations. When changes occur in Freshteam—new hires, profile updates, or departures—they sync automatically. The integration extracts celebration event data (birthdays, anniversaries, work anniversaries) and triggers automated celebration features in Empuls.

With this integration you can:

* **Save time and keep data fresh:** Sync data automatically to Empuls when you make changes, like adding, deleting, and updating employee information in Freshteam.
* **Never miss a special event:** Celebrate special employee events by importing birth dates and start dates and automating greetings and gifts.

<Note>Once this integration is enabled, the data sync once every 24 hours between Empuls and your Freshteam account will happen.</Note>

## How to Set This Integration Up

### Fetch the API key from Freshteam

The following GIF illustrates the steps to fetch the API key from your Freshteam account.

You require the admin access to your Freshteam account set this integration up.

<Frame>
  <img alt="Animated walkthrough of fetching the API key from a Freshteam admin account" />
</Frame>

### **Share the API key with Empuls**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Admin**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the HRMS Applications and click">
    Navigate to the **HRMS Applications** and click on the **Freshteam** app.

    <Frame>
      <img alt="Freshteam app tile in the HRMS Applications section of Empuls Integrations" />
    </Frame>
  </Step>

  <Step title="Click on ADD FRESHTEAM button to start">
    Click on **ADD FRESHTEAM** button to start the integration.

    <Frame>
      <img alt="Add Freshteam button to start the integration setup" />
    </Frame>
  </Step>

  <Step title="On this screen, enter your Freshteam account URL">
    On this screen, enter your Freshteam account URL and the API key generated in the previous step. Click on **TEST CONNECTION & PROCEED** to select the data fields to be integrated.

    <Frame>
      <img alt="Freshteam account URL and API key fields with Test Connection & Proceed button" />
    </Frame>
  </Step>

  <Step title="In this step you will select">
    In this step you will select the data fields to be imported to Empuls. By default all the boxes are checked in this step. You can uncheck the boxes for data that you do not wish to import to Empuls. For example, if you do not want to import the **Work Contact Number** data, then uncheck this field. You will not be able to take any action on boxes that are grayed out like the **First Name** and **Last Name**.

    Click the **SELECT DATA FIELDS **button after making your selections**.**

    <Frame>
      <img alt="Data field selection screen with checkboxes for fields to import from Freshteam" />
    </Frame>

    Data can be mapped for multiple fields like

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number, and many more
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * Option 1: If you do not wish to manually upload employee data, choose the **Run data sync once now** option to sync data between Empuls and Freshteam once every 24 hours.
    * Option 2: If you want to start the automatic data sync on a later date, choose the **Schedule first data sync for later** option. Once you are ready in the future to start the automatic sync, repeat the above steps and choose option 1.

    Click on \*\*SAVE & FINISH \*\*after choosing one of the options.

    <Frame>
      <img alt="Data sync schedule options with Run data sync once now and Schedule for later" />
    </Frame>

    You will now see a message confirming that the Freshteam integration is successfully enabled.
  </Step>
</Steps>

## **How to edit this configuration?**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the **Active Integrations** section and click on the **Freshteam** app.
  </Step>

  <Step title="Click on the three dots beside">
    Click on the three dots beside the **REMOVE FRESHTEAM **button.Then click on** Edit Configuration.**

    <Frame>
      <img alt="Edit Configuration option in the three-dot menu beside Remove Freshteam" />
    </Frame>
  </Step>

  <Step title="Make changes in the Freshteam URL">
    Make changes in the Freshteam URL or API Key if needed. Click on **UPDATE & CONTINUE.**

    <Frame>
      <img alt="Editable Freshteam URL and API Key fields with Update & Continue button" />
    </Frame>

    You will now see a message on the top-right of the screen confirming that URL and API key validation is successful.
  </Step>

  <Step title="You can check or uncheck any">
    You can check or uncheck any of the data fields and click on\*\* Save & Finish\*\*.

    <Frame>
      <img alt="Data field checkboxes for updating the Freshteam integration configuration" />
    </Frame>

    You will now see a message on the top-right corner confirming that the Freshteam configuration has been updated successfully.
  </Step>
</Steps>

## **How to disable this integration?**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the **Active Integrations** section and click on the **Freshteam** app.
  </Step>

  <Step title="You can disable the integration by simply clicking">
    You can disable the integration by simply clicking on **REMOVE FRESHTEAM.**

    <Frame>
      <img alt="Remove Freshteam button on the active Freshteam integration page" />
    </Frame>
  </Step>

  <Step title="You will be prompted on whether you really">
    You will be prompted on whether you really want to remove the integration. Click on **YES, REMOVE INTEGRATION.**

    <Frame>
      <img alt="Confirmation prompt to remove the Freshteam integration" />
    </Frame>

    <Note>Questions? Contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).</Note>
    ​
    ​
  </Step>
</Steps>


# greytHR
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/greythr

Seamlessly integrate Emplus with greytHR to automate employee management.

## Why This Integration?

Enabling users to interact with Empuls from the comfort of their daily workflow, this integration automates the user account management processes in Empuls based on the employee data available in greytHR. This hassle-free data sync empowers you to appreciate and recognize your team members directly and instantly through your already existing greytHR framework - without needing you to shift from one browser window to the other.

## With this integration, you can:

* Add new employees to Empuls automatically as soon as their greytHR profile is created.
* Edit existing employee data in Empuls simply by updating their greytHR profile.
* Remove exited employees from Empuls based on their exit date in greytHR profile.

Once this integration is enabled, the data will sync between Empuls and your greytHR account once every 24 hours.

## How To Set This Integration Up

<Steps>
  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**" and navigate to "**Integrations.**"
  </Step>

  <Step title="Click on ADD greytHR at the top right">
    Click on \*ADD \*greytHR at the top right corner of the greytHR integration page.

    <Frame>
      <img alt="Add greytHR button on the integration page in the Empuls admin dashboard" />
    </Frame>
  </Step>

  <Step title="Share your greytHR account API Credentials">
    Share your greytHR account API Credentials in the pop-up box. Click on \*\*\*Test Connection & Proceed \*\*\*once done.

    <Frame>
      <img alt="Pop-up to enter greytHR API credentials with Test Connection & Proceed button" />
    </Frame>
  </Step>

  <Step title="Select the Data fields that you want">
    Select the Data fields that you want to integrate with Empuls. Click on *NEXT*.

    The more data fields you add, the more levels of customization would be possible in the R\&R program set up. (Example: Customer Centricity Award may be enabled only for the Customer Support team, based out of the Romania location.)

    <Frame>
      <img alt="Data field selection to map greytHR employee attributes for sync with Empuls" />
    </Frame>

    Data can be mapped for multiple fields like

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number and many more
  </Step>

  <Step title="Define Filtering Criteria" />

  <Step title="Schedule Data Sync">
    Finally, schedule the first data sync between your greytHR account and Empuls. The scheduled time of the first data sync is when the users are invited to the platform. Click on *SAVE AND FINISH* once done.

    <Frame>
      <img alt="Schedule for the first data sync between greytHR and Empuls" />
    </Frame>
  </Step>

  <Step title="Download data to validate">
    Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.
  </Step>

  <Step title="Check the integration settings after setting it up">
    Check the integration settings after setting it up. The status is shown next to the page title. You may view the data sync history or remove the integration from this page.

    <Frame>
      <img alt="greytHR integration status with options to view sync history or remove the integration" />
    </Frame>

    Questions? Contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com). We are more than happy to help you!

    **Where to find this in the platform?**
    ​
  </Step>
</Steps>


# Gusto
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/gusto

Learn how the Gusto and Empuls integration works and helps automate employee engagement, recognition & rewards.

## Before You Begin

Ensure you have admin access to both Gusto and Empuls. Obtain your Gusto API credentials from the admin settings.

## How It Works

The Empuls and Gusto integration enables a holistic employee engagement approach for your organisation. It automates user data management by synchronizing employee information from your payroll platform to Empuls.

**With this integration, you can:**

* Save time and keep data fresh: Enable an automatic data sync to Empuls to reflect your changes to employee information in Gusto instantly.
* Never miss a special event: Celebrate employee birthdays and work anniversaries with automated greetings and gifts by importing these dates from Gusto.

Once this integration is enabled, data will sync once every 24 hours between Empuls and your Gusto account.

## Data Fields

The data fields can be fetched from your Gusto account and imported to Empuls.

<Frame>
  <img alt="List of Gusto employee data fields available to import into Empuls" />
</Frame>

Data can be mapped for multiple fields like

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

## **How to set up this integration?**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Admin**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the HRMS Applications section and click">
    Navigate to the HRMS Applications section and click on the Gusto app.

    <Frame>
      <img alt="Gusto app tile in the HRMS Applications section of Empuls Integrations" />
    </Frame>
  </Step>

  <Step title="Click on Start Setup from the top right">
    Click on **Start Setup** from the top right corner of the page to start the integration.

    <Frame>
      <img alt="Start Setup button at the top right of the Gusto integration page" />
    </Frame>
  </Step>

  <Step title="Click on PROCEED in the pop-up box">
    Click on **PROCEED** in the pop-up box to redirect you to your Gusto account to complete the setup.

    <Frame>
      <img alt="Proceed pop-up redirecting the admin to Gusto for setup completion" />
    </Frame>
  </Step>

  <Step title="Click on Authorise to authorise Empuls to connect">
    Click on **Authorise** to authorise Empuls to connect with your Gusto account.

    Your Gusto and Empuls integration is now successfully enabled.

    <Frame>
      <img alt="Gusto authorisation screen to connect Empuls to the Gusto account" />
    </Frame>
  </Step>

  <Step title="You will also see a message confirming">
    You will also see a message confirming that the data sync between Gusto and Empuls is now active. Click on DONE.

    <Frame>
      <img alt="Confirmation that the Gusto–Empuls data sync is active, with Done button" />
    </Frame>
  </Step>
</Steps>

## **How to disable or remove this integration?**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations and click">
    Navigate to the A**ctive Integrations**  and click on the **Gusto app.**
  </Step>

  <Step title="Click on the three dots">
    Click on the three dots in the first message box to view the options to disable or remove the integration.

    <Frame>
      <img alt="Three-dot menu on the active Gusto integration with disable and remove options" />
    </Frame>
  </Step>

  <Step title="You will have two options">
    **Option 1:** Choose Disable integration to stop the data update on the Empuls platform temporarily. You can resume the data sync at any time. Click YES, DISABLE in the pop-up box to confirm.

    <Frame>
      <img alt="Disable integration confirmation pop-up with Yes Disable button" />
    </Frame>

    You will get a message in the top right corner confirming that the data sync has been disabled.

    <Frame>
      <img alt="Success toast confirming the Gusto data sync has been disabled" />
    </Frame>

    **Option 2:** Choose Remove integration to remove the integration and stop the data sync with Empuls. If you choose this option, you must reinstall the integration to enable the data sync between Gusto and Empuls. Click YES, REMOVE in the pop-up box to confirm.

    <Frame>
      <img alt="Remove integration confirmation pop-up with Yes Remove button" />
    </Frame>

    You will get a message in the top right corner confirming the removal of the integration.

    <Note>Questions? Contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com). We are more than happy to help you!</Note>
  </Step>
</Steps>


# HiBob
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/hibob

Learn how HiBob and Empuls integration works and help automate employee engagement, recognition & rewards.

## Before You Begin

You'll need admin access to both HiBob and Empuls. Obtain your HiBob API token from HiBob's integrations settings.

## About This Integration

This integration automates the user account management processes in Empuls, based on the employee data available in HiBob. With this integration you can:

* Add new employees to Empuls automatically, as soon as their HiBob account is created.
* Edit existing employee data automatically in Empuls, simply by updating their HiBob profile.

Once this integration is enabled, the data will sync between Empuls and your HiBob account once every 24 hours.

## How to Set Up This Integration?

Please contact your HiBob account manager and request them to share the below client details, with respect to your HiBob account:

**Client Details Needed from HiBob:**

API Key

\*\*Access token URL being used: \*\*[https://app.HiBob.com/connect/token?grant\_type=HiBobapi](https://app.adrenalin.com/connect/token?grant_type=Adrenalinapi)

\*\*API being used: \*\*[https://api.HiBob.com/v1/employees](https://api.adrenalin.com/v1/employees)

Follow the steps to set up the integration:

<Steps>
  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**" and navigate to "**Integrations.**"

    <Frame>
      <img alt="Integrations page in the Empuls Admin Dashboard" />
    </Frame>
  </Step>

  <Step title="Click on Add HiBob">
    Click on\*\* “Add HiBob”. \*\*
  </Step>

  <Step title="Verify HiBob Account and provide permission">
    Verify HiBob Account and provide permission to access data from HiBob portal. The OAuth option is automatically selected, click on **Connect** **with OAuth** to proceed.

    <Frame>
      <img alt="HiBob OAuth verification screen with Connect with OAuth button" />
    </Frame>

    **P.S.** Clicking **“Connect with oAuth”** will open the HiBob login page in a new tab. You’ll be asked to sign in to your HiBob account and grant permission for Empuls to access **All Company** data. Once completed, you’ll be redirected back to the Empuls platform to continue the setup.

    ​**Select Data Fields**

    Check the boxes corresponding to the data fields that require mapping. Once a field is selected, choose the appropriate value from the dropdown menu.

    * **Conditional Formatting:** Certain fields may trigger additional configuration options.
    * **Example:** If **Date of Joining** is selected and mapped to **Work Start Date**, a secondary dropdown will appear requiring the definition of the specific date format.
    * Once done, click on "**Continue**".

    <Frame>
      <img alt="HiBob data field mapping checkboxes with value dropdowns" />
    </Frame>

    <Frame>
      <img alt="Date of Joining mapped to Work Start Date with date format selection" />
    </Frame>
  </Step>

  <Step title="Define filtering criteria to avoid account creation">
    Define filtering criteria to avoid account creation for external consultants.

    * Add the allow domains which will allow for creation of new accounts only for email id's of the mentioned domains
    * Add email id's of the users you wish to be ignored.

    Once done, Click on "**NEXT".**

    <Frame>
      <img alt="Filtering criteria with allowed domains and ignored email addresses" />
    </Frame>
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * **Run Date Sync Once Now:** Select this option to launch your Empuls account immediately. This will create accounts for all employees and send invites.
    * Enter the email addresses of any individuals who must be informed of the data synchronization activity. If multiple persons require notification, separate email addresses using the designated delimiter (e.g., comma or semicolon).

    <Frame>
      <img alt="Run Data Sync Once Now option with notification email recipients field" />
    </Frame>

    * **Schedule First Data Sync for Later:** Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements. Select the date and time of your choice using the calendar icon.

    <Frame>
      <img alt="Schedule First Data Sync for Later with date and time selector" />
    </Frame>

    Once done, click on "**Save and Finish".**
  </Step>
</Steps>

## Fields collected from API

Here are the fields for the HiBob API:

* **Full Name**

* **Display Name**

* **Creation DateTime**

* **Work Details**:
  * Start Date
  * Manager
  * Tenure Duration
  * Duration of Employment
  * Reports To ID in Company
  * Employee ID in Company
  * Reports To
  * Department
  * Site ID
  * Ismanager
  * Title
  * Site
  * Original Start Date
  * Active Effective Date
  * Second-Level Manager
  * Days of Previous Service
  * Years of Service

* **Avatar URL**

* **Second Name**

* **About**

* **Company ID**

* **Email**

* **Surname**

* **Cover Image URL**

* **ID**

* **First Name**

<Note>Need help? Reach out to your support team or \[[cs@xoxoday.com](mailto:cs@xoxoday.com)]\(mailto:[cs@xoxoday.com](mailto:cs@xoxoday.com)).</Note>


# HROne
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/hrone

Connect HROne with Empuls to power your HRMS integration across HR, rewards, and engagement workflows.

## Before You Begin

You'll need admin access to both HROne and Empuls accounts. Obtain your HROne API credentials from the integration settings.

## How It Works

HROne integration automatically synchronizes employee data between your HR management system and Empuls. The integration manages continuous employee data updates, ensuring your Empuls engagement platform reflects the current state of your workforce with a 24-hour sync cycle.

## Why this Integration?

This integration automates the user account management processes in Empuls based on the employee data available in your HROne account.

With this integration, you can :

* Add new employees to Empuls automatically when their HROne profile is created.
* Edit existing employee data in Empuls simply by updating their HROne profile.
* Remove exited employees from Empuls based on their exit date/status in HROne.

Once this integration is enabled, the data will sync between Empuls and your HROne account once every 24 hours.

Data can be mapped for

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

## How to set up this integration?

Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)


# iSolved
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/isolved

Connect iSolved with Empuls to power your HRMS integration across HR, rewards, and engagement workflows.

## Before You Begin

Ensure you have admin access to both isolved and Empuls. Obtain your isolved API credentials from the administrator settings.

## How It Works

isolved integration connects your cloud-based HR management platform with Empuls for automatic employee data synchronization. The integration ensures employee data stays synchronized with a 24-hour sync cycle, automatically managing additions, updates, and separations.

## Why this Integration?

This integration automates the user account management processes in Empuls based on the employee data available in your isolved account.

With this integration, you can :

* Add new employees to Empuls automatically when their isolved profile is created.
* Edit existing employee data in Empuls simply by updating their isolved profile.
* Remove exited employees from Empuls based on their exit date/status in isolved.

Once this integration is enabled, the data will sync between Empuls and your isolved account once every 24 hours.

Data can be mapped for

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

## How to set up this integration?

Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).
​
​


# JustLogin
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/justlogin

Learn how the JustLogin and Empuls integration works and help automate employee engagement, recognition & rewards.

## Before You Begin

You'll need admin access to both JustLogin and Empuls accounts. Obtain your JustLogin API credentials.

## Why this Integration?

JustLogin integration connects your employee engagement system with Empuls to automate recognition and rewards features.

**With this integration, you can:**

* Add new employees to Empuls automatically when their JustLogin profile is created.
* Edit existing employee data in Empuls simply by updating their JustLogin profile.
* Remove exited employees from Empuls based on their exit date/status in JustLogin.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your JustLogin account.

## How to set up this integration?

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Admin**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the the HRMS Applications section">
    Navigate to the the **HRMS Applications** section and click on the **JustLogin app**.
  </Step>

  <Step title="Click on the Add JustLogin button to start">
    Click on the "**Add JustLogin**" button to start the integration.
  </Step>

  <Step title="Connect your JustLogin account with Empuls">
    Connect your JustLogin account with Empuls by authenticating your account and providing Empuls permission to access data from your JustLogin account.

    <Frame>
      <img alt="JustLogin authentication screen to grant Empuls access" />
    </Frame>
  </Step>

  <Step title="This step allows you to select the data">
    This step allows you to select the data to be uploaded to your Empuls account.

    * Select the data fields to be imported to Empuls. All the fields are selected by default. You may uncheck the boxes to unselect specific fields. For example, Uncheck the Work Contact Number fields if you do not wish to share this information with Empuls. A few fields, like the First Name, email ID, and Status, are mandatory and thus cannot be unchecked.
    * Map the data fields on your JustLogin account to the correct fields on Empuls to configure the platform per your needs.
    * Select the date format for the **Date of Joining & Date of Birth** fields to ensure that dates are updated correctly on Empuls

    <Frame>
      <img alt="JustLogin field mapping screen for employee data sync to Empuls" />
    </Frame>

    Data can be mapped for multiple fields like

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number, and many more
  </Step>

  <Step title="Download data to validate">
    Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * Run Date Sync Once Now: Select this option to launch your Empuls account immediately. This will create accounts for all employees and send invites.
    * Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    <Frame>
      <img alt="JustLogin data sync scheduling options in Empuls integration setup" />
    </Frame>

    Click on **Save & Finish** to complete your integration setup.
  </Step>
</Steps>

## How to stop data sync with your JustLogin account?

Based on the time period you wish the data sync to be stopped, there are two ways to achieve this. Refer to the Temporary and permanent changes below.

* \*\*Temporarily Disable Data Sync with \*\*JustLogin

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the Active Integrations section and click on the JustLogin app.
  </Step>

  <Step title="Scroll down to see the ellipses (i.e., 3">
    Scroll down to see the ellipses (i.e., 3 dots) icon; click on the icon to select Disable JustLogin to turn off your data sync with JustLogin.

    * \*\*Permanently Disable Data Sync with \*\*JustLogin
  </Step>

  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the A\*\*ctive Integrations \*\*section and click on the **JustLogin app.**
  </Step>

  <Step title="Scroll down to see the button Remove JustLogin">
    Scroll down to see the button Remove JustLogin. Click this button to permanently turn off your data sync with JustLogin.

    <Note>Note: You can re-enable your data sync by following the instructions in "How to setup this integration?"</Note>

    <Note>Questions? Email to [cs@xoxoday.com](mailto:cs@xoxoday.com)
    ​</Note>

    ​
    ​
  </Step>
</Steps>


# Keka
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/keka

Learn how the Keka and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards.

## Before You Begin

You'll need admin access to both Keka and Empuls. Obtain your Keka API credentials from the Keka admin panel.

## About This Integration

This integration automates the user account management processes in Empuls, based on the employee data available in Keka. With this integration, you can:

1. Add new employees to Empuls automatically, as soon as their Keka account is created.
2. Edit existing employee data in Empuls simply by updating their Keka profile.

Once this integration is enabled, the data will sync between Empuls and your Keka account once every 24 hours.

## Set Up the Integration

Please contact your Keka account manager and request them to share the below client details, with respect to your Keka account:

**Client Details Needed from Keka:**

API Key

​\*\*Access token URL being used: \*\*"[https://app.keka.com/connect/token?grant\_type=kekaapi](https://app.keka.com/connect/token?grant_type=kekaapi)"

\*\*API being used: \*\*"[https://api.keka.com/v1/employees](https://api.keka.com/v1/employees)"

<Frame>
  <img alt="Keka API credentials needed to set up the Empuls integration" />
</Frame>

## Fields received from API

1. Official Email
2. First Name
3. Last Name
4. Joining Date
5. Date of Birth
6. Employment Status
7. Employee Number
8. Reporting Manager
9. Designation
10. Department
11. City
12. State

Once we receive the client details, we will set up the integration based on your guidance.

## Next Steps

Verify all employee data is complete in Keka. Run the first sync and validate that employee counts match between systems.
​

<Note>Questions, feedback, need support? Email [cs@xoxoday.com](mailto:cs@xoxoday.com)</Note>

##


# Kenboxtech
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/kenboxtech

Integrate Kenboxtech with Empuls to sync employee data and automate recognition triggers across teams.

## Why this Integration?

This integration automates user account management processes in Empuls based on the employee data available in your Kenboxtech account.

With this integration, you can :

* Add new employees to Empuls automatically when their Kenboxtech profile is created.

* Edit existing employee data in Empuls simply by updating their Kenboxtech profile.

* Remove exited employees from Empuls based on their exit date/status in Kenboxtech.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your Kenboxtech account.

**Data can be mapped for:**

* First name
* Last name
* Official email
* Employee code/ID
* Grade
* Department
* Designation
* Date of birth
* Date of Joining
* Mobile number
* Business Unit
* Cost center
* Location
* Contact/Mobile number, and many more

## How to set up this integration?

Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)


# Namely
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/namely

Learn how the Namely and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards.

## Before You Begin

You'll need admin access to both Namely and Empuls accounts. Obtain your Namely API key from the Namely admin panel.

## How It Works

Namely integration connects your core HR system with Empuls to automate engagement and recognition & rewards features. Employee data synchronizes automatically every 24 hours, keeping Empuls updated with current employee information. The integration enables automated birthday and anniversary recognition, celebration events, and engagement features based on current workforce data.

## Why this Integration?

This integration automates user account management processes in Empuls based on employee data available in your Namely account.

With this integration, you can :

* Add new employees to Empuls automatically when their Namely profile is created.
* Edit existing employee data in Empuls simply by updating their Namely profile.
* Remove exited employees from Empuls based on their exit date/status in Namely.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your Namely account.

## How to set up this integration?

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Admin**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the HRMS Applications section and click">
    Navigate to the HRMS Applications section and click on the Namely app
  </Step>

  <Step title="Click on the Add Namely button to start">
    Click on the "**Add Namely**" button to start the integration.
  </Step>

  <Step title="Enter your Namely account URL">
    Enter your Namely account URL and the API key. Click on the "Test Connection & Proceed" button to verify the connection with your Namely account.

    <Frame>
      <img alt="Namely account URL and API key entry to test connection with Empuls" />
    </Frame>
  </Step>

  <Step title="This step allows you to select the data">
    This step allows you to select the data to be uploaded to your Empuls account.

    * Select the data fields to be imported to Empuls. All the fields are selected by default. You may uncheck the boxes to unselect specific fields. For example, Uncheck the Work Contact Number fields if you do not wish to share this information with Empuls. A few fields, like the First Name, email ID, and Status, are mandatory so they cannot be unchecked.
    * Map the data fields on your Namely account to the correct fields on Empuls to configure the platform according to your needs.
    * Select the date format for the Date of Joining & Date of Birth fields to ensure that dates are updated correctly on Empuls

    <Frame>
      <img alt="Namely field mapping screen for employee data sync to Empuls" />
    </Frame>

    Data can be mapped for multiple fields like

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number, and many more
  </Step>

  <Step title="Download data to validate">
    Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.

    <Frame>
      <img alt="Namely CSV download option to validate employee data before sync" />
    </Frame>
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * Run Date Sync Once Now: Select this option to launch your Empuls immediately. This will create accounts for all employees and send invites.
    * Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    Click on **Save & Finish** to complete your integration setup.
  </Step>
</Steps>

## **How to stop data sync with your Namely account?**

Based on the period you wish the data sync to be stopped, there are two ways to achieve this. Refer to the temporary and permanent changes below.

1. **Temporarily Disable Data Sync with Namely**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the Active Integrations section and click on the Namely app.
  </Step>

  <Step title="Scroll down to see the ellipses (i.e., three">
    Scroll down to see the ellipses (i.e., three dots) icon; click on the icon to select Disable Namely to turn off your data sync with Namely.

    1. **Permanently Disable Data Sync with Namely**
  </Step>

  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the **Active Integrations** section and click on the **Namely app.**
  </Step>

  <Step title="Scroll down to the Remove Namely button">
    Scroll down to the Remove Namely button. Click this button to turn off your data sync with Namely permanently.

    Note: You can re-enable your data sync by following the instructions in "How to set up this integration?"

    ​

    ​
    ​

    ##
  </Step>
</Steps>


# Oracle
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/oracle

Connect Oracle with Empuls to automate employee data sync and extend your engagement programs.

## Why this Integration?

This integration automates user account management processes in Empuls based on the employee data available in your Oracle account.

With this integration, you can :

* Add new employees to Empuls automatically when their Oracle profile is created.
* Edit existing employee data in Empuls simply by updating their Oracle profile.
* Remove exited employees from Empuls based on their exit date/status in Oracle.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your Oracle account.

<Note>All users are assigned employee access as default. Employee access role can be updated from user management page.</Note>

## Prerequisites for this integration

Please get in touch with your Oracle account manager and request them to share the below client details for your Oracle account:

1. 'url' : Unique Identifier
2. 'username': User name
3. 'password': Password

Also, the below key map needs to be configured for the credentials shared above.

```
Oracle Key Map = { Email: 'email', First Name: 'first_name', Last Name: 'last_name', City: 'city', Department: 'department', Designation: 'designation', Country: 'country', Joining Date: 'joining_date', Employee ID: 'emp_id', Date of Birth: 'dob', Manager Email: 'manager_email', Grade Name: 'grade_name', HR Email: 'hr_email', Employee Status: 'employee_status' }
```

Once the API is configured by the dedicated Oracle team, you can confidently proceed with the integration by following the steps below.

## How to set up this integration?

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Admin**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the HRMS Applications section and click">
    Navigate to the HRMS Applications section and click on the Oracle app
  </Step>

  <Step title="Click the Add Oracle button to start">
    Click the "Add Oracle" button to start the integration
  </Step>

  <Step title="Enter your Oracle credential, including Oracle URL, username">
    Enter your Oracle credential, including Oracle URL, username, and password. Click the "Test Connection & Proceed" button to verify the connection with your Oracle account.

    <Frame>
      <img alt="Entering Oracle credentials to test connection in Empuls" />
    </Frame>
  </Step>

  <Step title="This step allows you to select">
    This step allows you to select the data you wish to upload to your Empuls account.

    <Frame>
      <img alt="Selecting Oracle employee data fields for Empuls import" />
    </Frame>

    <Frame>
      <img alt="Mapping Oracle fields to Empuls user profile attributes" />
    </Frame>

    Data can be mapped for

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number, and many more

    * Select the data fields to be imported to Empuls. All the fields are selected by default. You may uncheck the boxes to unselect specific fields. For example, uncheck the Work Contact Number fields if you do not wish to share this information with Empuls. A few fields, like the First Name, Last Name, and Email ID are mandatory and thus cannot be unchecked.
    * Map the data fields on your Oracle account to the correct fields on Empuls to configure the platform per your needs.
    * Select the date format for the Date of Joining & Date of Birth fields to ensure that dates are updated correctly on Empuls.
  </Step>

  <Step title="Download data to validate">
    Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.
  </Step>

  <Step title="You can define the filter criteria to ensure">
    You can define the filter criteria to ensure that only allowed email domains are added to Empuls by this integration. You can even ignore certain email ID's that you don't wish to add to Empuls by this integration.

    <Frame>
      <img alt="Setting Oracle email domain filters and sync schedule" />
    </Frame>

    * Run Date Sync Once Now: Select this option to launch your Empuls immediately. This will create accounts for all employees and send invites.
    * Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    Click on **Save & Finish** to complete your integration setup.
    ​
    ​
    ​
  </Step>
</Steps>


# OrangeHRM
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/orangehrm

Learn how to seamlessly integrate Emplus with OrangeHRM to automate user management process.

## Before You Begin

Ensure you have admin access to both OrangeHRM and Empuls. Obtain your OrangeHRM API credentials from the system settings.

## Why this Integration?

This integration automates the user account management processes in Empuls based on the employee data available in your OrangeHRM account.

With this integration, you can :

* Add new employees to Empuls automatically when their OrangeHRM profile is created.
* Edit existing employee data in Empuls simply by updating their OrangeHRM profile.
* Remove exited employees from Empuls based on their exit date/status in Orange.

Once this integration is enabled, the data will sync between Empuls and your OrangeHRM account once every 24 hours.

Data can be mapped for

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

## How to set up this integration?

<Note>Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).</Note>

​
​


# Other HRMS (custom API)
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/other-hrms-custom-api

Connect Other HRMS (custom API) with Empuls to automate employee data sync and extend your engagement programs.

## **Introduction**

This document describes the process for integrating your native HRMS (via custom REST API) with Empuls for automating user data management.

## **Data Fields Required from HRMS**

The following data fields need to be shared for all employees in a JSON format.

Data Fields are provided below:

| **Column** | **Data Fields**        | **Required / Conditional** | **Data Type** | **Utility**                                                                                         |
| ---------- | ---------------------- | -------------------------- | ------------- | --------------------------------------------------------------------------------------------------- |
| **A**      | Employee ID            | Required                   | Varchar       | Identity of the user                                                                                |
| **B**      | Email                  | Required                   | Varchar       | Identity of the user                                                                                |
| **C**      | First Name             | Required                   | Varchar       | Identity of the user                                                                                |
| **D**      | Last Name              | Conditional                | Varchar       | Identity of the user                                                                                |
| **E**      | Department             | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **F**      | Department Head Email  | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **G**      | Designation            | Conditional                | Varchar       | Profile information visible to other users of the platform                                          |
| **H**      | Grade Name             | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **I**      | HR Email               | Conditional                | Varchar       | Individual Mapping for setting up rewarding rules                                                   |
| **J**      | Manager Email          | Conditional                | Varchar       | Individual Mapping for setting up rewarding rules, Org chart display and reports access to managers |
| **K**      | Cost Centre            | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **L**      | Cost Centre Head Email | Conditional                | Varchar       | Individual Mapping for setting up rewarding rules                                                   |
| **M**      | Business Unit          | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **N**      | Site / Location        | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **O**      | Joining Date           | Conditional                | Date          | Work Anniversary gifting & Public wishes on the milestone events.                                   |
| **P**      | Date Of Birth          | Conditional                | Date          | Birthday gifting and public wishes on the occasion                                                  |
| **Q**      | Contact No.            | Conditional                | Varchar       | Profile Information visible to other employees.                                                     |
| **R**      | Employee Status\*      | Required                   | Varchar       | Empuls access blocked to disabled accounts.                                                         |

Employee Status can be Active/Inactive.

The fields marked as conditional depend upon the modules available, the Rewards matrix, etc.

## **Integration Process**

1. Client to provide the API document details that are required to set up this integration.
2. Client should whitelist Xoxoday NAT IPs. Our NAT IPs are;

* 50.112.248.135
* 44.224.115.77
* 52.74.39.101
* 52.76.120.90

3. Empuls development team will then estimate the efforts and provide a dedicated timeline for the integration to go-live.
4. On the integration is set-up, the system will log the data sync status and notify the Super Admin of the status of the data update via email.

<Note>For any additional details please contact your account manager or reach out to us directly at [cs@xoxoday.com](mailto:cs@xoxoday.com).</Note>


# Other HRMS (SFTP)
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/other-hrms-sftp

Sync employee and payroll data with Empuls over SFTP for HRMS platforms without a native integration.

## Introduction

This document describes the process for integrating your native HRMS (that do not provide REST APIs) with Empuls for automating user data management.

## Data Fields Required from HRMS

The following data fields need to be shared for all employees in a CSV format. The nomenclature for the file shared should be 'CompanyName\_DD\_MM\_YYYY'.

Data Fields are provided below:

| **Column** | **Data Fields**        | **Required / Conditional** | **Data Type** | **Utility**                                                                                         |
| ---------- | ---------------------- | -------------------------- | ------------- | --------------------------------------------------------------------------------------------------- |
| **A**      | Employee ID            | Required                   | Varchar       | Identity of the user                                                                                |
| **B**      | Email                  | Required                   | Varchar       | Identity of the user                                                                                |
| **C**      | First Name             | Required                   | Varchar       | Identity of the user                                                                                |
| **D**      | Last Name              | Conditional                | Varchar       | Identity of the user                                                                                |
| **E**      | Department             | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **F**      | Department Head Email  | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **G**      | Designation            | Conditional                | Varchar       | Profile information visible to other users of the platform                                          |
| **H**      | Grade Name             | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **I**      | HR Email               | Conditional                | Varchar       | Individual Mapping for setting up rewarding rules                                                   |
| **J**      | Manager Email          | Conditional                | Varchar       | Individual Mapping for setting up rewarding rules, Org chart display and reports access to managers |
| **K**      | Cost Centre            | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **L**      | Cost Centre Head Email | Conditional                | Varchar       | Individual Mapping for setting up rewarding rules                                                   |
| **M**      | Business Unit          | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **N**      | Site / Location        | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **O**      | Joining Date           | Conditional                | Date          | Work Anniversary gifting & Public wishes on the milestone events.                                   |
| **P**      | Date Of Birth          | Conditional                | Date          | Birthday gifting and public wishes on the occasion                                                  |
| **Q**      | Contact No.            | Conditional                | Varchar       | Profile Information visible to other employees.                                                     |
| **R**      | Employee Status\*      | Required                   | Varchar       | Empuls access blocked to disabled accounts.                                                         |

Employee Status can be Active/Inactive.

The fields marked as conditional depend upon the modules available, the Rewards matrix, etc.

## **SFTP Integration Approach**

Empuls uses the SFTP approach of data transfer, which follows the structure provided in the image below.

<Frame>
  <img alt="SFTP-based data transfer flow between client HRMS and Empuls" />
</Frame>

## **Integration Process**

1. Empuls team will provide the SFTP folder setup details i.e the Folder link, Username & Password. Please drop your request at [cs@xoxoday.com](mailto:cs@xoxoday.com) or your account manager.
2. The customer HRMS function is expected to push the CSV file to the SFTP folder. The data should be of the sequence as provided in the *Data Requirements* section above. The first row should contain column headers. It's recommended you schedule the .CSV file push to the SFPT folder at 11 PM IST.
3. The .CSV file shared will be processed by the Empuls application at 1 AM IST through a pre-scheduled data sync job.
4. The system will log the data sync status and notify the Super Admin of the status of the data update via email.

## **Data Validation and Processing**

Here are the sequence of steps followed for updating employee data on Empuls

* Empuls scans the folder for .csv files, other format files are ignored.
* The .csv file is validated against the format as provided in the data requirements section
* Empuls will validate the data to ensure
  * Mandatory fields are not empty.
  * The data shared matches the standard template wrt to columns.
  * The email id field has a valid email id.
  * The primary email id field has a valid domain (among the whitelisted domain names).
* The data processing will follow the sequence below:
  * The CSV data is read in rows wherein the email id in the first row is compared with the whole inactive list on Empuls.
    * If the employee account exists in the inactive state on Empuls, Ignore it and proceed to the next row on the .csv file
    * If the user does not exist, then the user account is created and flagged as 'Active'. All data fields for the user are updated as per the data in .csv file
    * If the user account already exists, the changes in data are scanned and updated on Empuls
  * The process continues until the last row of the .csv file is read.
  * The .csv file is deleted from the sftp folder and email notification is sent to the super admin.

## **Xoxoday SFTP Server**

To test connectivity pls use the command "telnet[sftp1.xoxoday.com](http://sftp1.xoxoday.com/) 22"

If no connection is established, please check/confirm your public IP from where you are trying to push the file. The location that the file needs to be pushed to is `./upload`

Visit the page -[https://whatismyipaddress.com/](https://whatismyipaddress.com/) to get your current active public IP and confirm if this is the same as what has been whitelisted.

If IP is correct, please check with your networking/infosec team if port 22 is allowed for outbound communication.

## **Client's SFTP Server**

If the client is providing their SFTP server for the integration process.

* Clients are requested to whitelist the following Xoxoday Empuls Application Server NAT IPs based on their tenant URL:
  * **44.224.115.77** — For tenants with `xoxoday.com` in their URL
  * **15.207.209.75** — For tenants with `xoxoday.in` in their URL
  * **40.119.169.124** — For tenants with `xoxoday.ae` in their URL
  * **84.8.119.164** — For tenants with `xoxoday-ksa.com` in their URL
* The client should provide the SFTP Server IP and login credentials. We support both \*.pem file-based and password-based access.
* Please ensure that the SFTP server can be accessed via CLI - We use UNIX SSH/SFTP utilities to connect to SFTP Servers.

## Data Flow Architecture

<Frame>
  <img alt="Architecture diagram of HRMS-to-Empuls data flow through SFTP server" />
</Frame>

<Note>Feedback or Questions: Reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com)</Note>


# Paycom
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/paycom

Seamlessly integrate Emplus with Paycom to power your HRMS integration for automated employee account management.

## Before You Begin

You'll need admin access to both Paycom and Empuls. Obtain your Paycom API credentials from the admin settings.

## Why this Integration?

Paycom integration automates user account management processes in Empuls based on the employee data available in your Paycom account.

With this integration, you can :

* Add new employees to Empuls automatically when their Paycom profile is created.
* Edit existing employee data in Empuls simply by updating their Paycom profile.
* Remove exited employees from Empuls based on their exit date/status in Paycom.

Once this Paycom integration is enabled, the data will sync once every 24 hours between Empuls and your Paycom account.

Data can be mapped for

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

## How to set up this integration?

Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)
​
​
​
​


# Paylocity
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/paylocity

Connect iSolved with Empuls to power your HRMS integration across HR, rewards, and engagement workflows.

## Before You Begin

Ensure you have admin access to both isolved and Empuls. Obtain your isolved API credentials from the administrator settings.

## How It Works

isolved integration connects your cloud-based HR management platform with Empuls for automatic employee data synchronization. The integration ensures employee data stays synchronized with a 24-hour sync cycle, automatically managing additions, updates, and separations.

## Why this Integration?

This integration automates user account management processes in Empuls based on the employee data available in your Paylocity account.

With this integration, you can :

* Add new employees to Empuls automatically when their Paylocity profile is created.
* Edit existing employee data in Empuls simply by updating their Paylocity profile.
* Remove exited employees from Empuls based on their exit date/status in Paylocity.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your Paylocity account.

Data can be mapped for

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

## How to set up this integration?

Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).
​
​
​
​


# People HR
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/people-hr

Streamline HR operations by connecting PeopleHR with Empuls for synced employee records and automated recognition.

## About PeopleHR

PeopleHR is a cloud-based HRMS that streamlines and automates HR operations for businesses of all sizes. It offers automated payroll, statutory compliance, performance management, attendance and leave tracking, onboarding-to-exit workflows, document management, and a mobile app. Trusted by 6,000+ companies worldwide, PeopleHR helps HR teams save time, stay compliant, and enhance employee experience through a flexible and scalable platform.

## Why This Integration?

This integration keeps Empuls user data automatically synced with employee records in PeopleHR. Updates such as new hires, exits, profile changes, or department moves flow seamlessly into Empuls, eliminating manual effort. HR teams gain accurate, consistent data across systems, reduce discrepancies, and can focus more on engagement, recognition, and strategic initiatives instead of administrative tasks.

**With this integration, you can:**

* **Auto-add new employees** to Empuls when they are created in People HR.
* **Update employee details** in Empuls whenever changes are made in People HR.
* **Auto-remove exited employees** from Empuls based on their exit date/status in People HR.

Once enabled, Empuls will sync with your People HR account every 24 hours to keep data current.

## Data That Can Be Mapped

* First name
* Last name
* Official email
* Employee ID / Code
* Department
* Designation
* Grade / Level
* Date of Birth
* Date of Joining
* Business Unit
* Location
* Cost Center
* Mobile Number
* And more

## \*\*How to Set Up This Integration \*\*

Reach out to your **Empuls Account Manager** for setup support, or write to us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# PeopleForce
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/peopleforce

Seamlessly integrate Emplus with PeopleForce. Bring PeopleForce data into Empuls to automate onboarding, exits, and recognition workflows without manual data entry.

## Why this Integration?

This integration automates user account management processes in Empuls based on the employee data available in your PeopleForce account.

With this integration, you can :

* Add new employees to Empuls automatically when their PeopleForce profile is created.
* Edit existing employee data in Empuls simply by updating their PeopleForce profile.
* Remove exited employees from Empuls based on their exit date/status in PeopleForce.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your PeopleForce account.

Data can be mapped for

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

## How to set up this integration?

Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).
​
​
​


# PeopleStrong
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/peoplestrong

Learn how the PeopleStrong and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards.

Empuls and PeopleStrong help you automate user data management for large-scale employee management.

<Warning>
  **Supported organization size:** This integration is designed for organizations with up to **1,000 employees**. The API-based sync processes a maximum of 1,000 employee records or updates per day. If your organization has more than 1,000 employees — or expects more than 1,000 updates in a day — contact your Xoxoday account manager about the **SFTP** option for high-volume syncs.
</Warning>

## Before You Begin

You'll need admin access to both PeopleStrong and Empuls. Obtain your PeopleStrong API credentials and, if needed, SFTP access details.

**With this integration, you can:**

* You can automatically sync data to Empuls when you add new hires, delete exited employees, and update employee data in PeopleStrong.
* Import employee birthday and work anniversary data from PeopleStrong to celebrate these special days with automated greetings and gifts.

Once this integration is enabled, the data syncs once every 24 hours between Empuls and your PeopleStrong account.

**Data can be mapped for**

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

### **Ways to connect PeopleStrong with Empuls**

You can choose one of the following options based on how your PeopleStrong instance is set up

###

\*\*Option A: Legacy mesh-web-api \*\*

Configure from the Empuls front end. You’ll need:

* **Realm ID**
* **Integration Name**
* **API Key**
* **Authorization Key**

Best for: Existing (legacy) PeopleStrong tenants already using mesh-web-api.

### Option B: cURL/Postman-based setup (for newer clients)

We configure from the backend. Share either your Postman collection or cURL endpoints.

Provide two endpoints:

1. Token endpoint (to fetch the auth token)
2. Employee Data endpoint (to fetch employee master data)

You can share these with your Xoxoday account manager, and our technical team will complete the configuration.

After configuration: please contact the PeopleStrong team to reset the data so Empuls can fetch fresh records from the start.

​Caveat (API throughput): This API-based approach can fetch up to 1,000 employee records/updates per day.
​
If your total employee count or daily updates exceed 1,000, we recommend using SFTP for the integration.

### SFTP (recommended for large volumes)

For organizations with large headcounts or frequent updates, SFTP ensures reliable, high-volume, and scheduled data loads without daily API limits. Your account manager can help you evaluate and enable the SFTP route.
​
Sync cadence

* **Frequency:** Once every 24 hours
* **Direction:** PeopleStrong → Empuls (source of truth remains PeopleStrong)

**How to get started**

<Steps>
  <Step title="Decide your method">
    Choose Option A (mesh-web-api) or Option B (cURL/Postman).
  </Step>

  <Step title="Share required details">
    * **Option A:** Realm ID, Integration Name, API Key, Authorization Key (configure in Empuls UI).
    * **Option B:** Token & Employee Data endpoints (Postman collection or cURL) to your Xoxoday account manager.
  </Step>

  <Step title="Xoxoday config">
    Our experts will complete the setup (front end for A, back end for B).
  </Step>

  <Step title="PeopleStrong reset">
    Ask the PeopleStrong team to reset data so Empuls receives fresh records.
  </Step>

  <Step title="Validate">
    We’ll run a test sync and confirm user counts and sample records.
  </Step>

  <Step title="Go live">
    Automated daily sync starts.

    <Note>Questions? Contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).</Note>

    ##
  </Step>
</Steps>


# Pocket HRMS
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/pocket-hrms

Integrate Pocket HRMS with Empuls to keep employee records synced and recognition automated across your workforce.

## Why this Integration?

This integration automates user account management processes in Empuls based on the employee data available in your account.

\*\*With this integration, you can: \*\*

* Add new employees to Empuls automatically when their profile is created.

* Edit existing employee data in Empuls simply by updating their profile.

* Remove exited employees from Empuls based on their exit date/status in.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your account.

All users are assigned employee access as default. Employee access role can be updated from user management page.

Reach out to your account manager to enable this integration.

<Note>For any questions or feedback, reach out to us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.</Note>


# Rippling
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/rippling

Learn how to seamlessly integrate Emplus with Rippling to automate user management process.

## Before You Begin

You'll need admin access to both Rippling and Empuls. Generate your Rippling API token from the Rippling admin dashboard.

## Why this Integration?

This integration automates the user account management processes in Empuls based on the employee data available in your Rippling account.

With this integration, you can :

* Add new employees to Empuls automatically when their Rippling profile is created.
* Edit existing employee data in Empuls simply by updating their Rippling profile.
* Remove exited employees from Empuls based on their exit date/status in Rippling.

Once this integration is enabled, the data will sync between Empuls and your Rippling account once every 24 hours.

## How to set up this integration?

<Steps>
  <Step title="Log in to your Empuls account and go">
    Log in to your Empuls account and go to **Admin Dashboard** by clicking on "**Reports and Admin**". Navigate to "\*\*Integrations" \*\*on the left hand dashboard.

    ​
  </Step>

  <Step title="Click on Rippling and add Enable">
    Click on \*\*Rippling \*\*and add \*\*Enable. \*\*
  </Step>

  <Step title="Click on Establish Connection to initiate the integration">
    Click on **Establish Connection** to initiate the integration. This will redirect you to your Rippling portal in the new tab. Please make sure you allow popups.

    <Frame>
      <img alt="Establish Connection button on the Rippling integration setup page in Empuls" />
    </Frame>

    Once you complete all the steps on the Rippling portal, you will be redirected back to your Empuls integration page. Please follow the steps mentioned in the video attached at the bottom of this article on how to proceed with installation on the Rippling Platform.
    ​
  </Step>

  <Step title="Select Data Fields">
    Select Data Fields. Once done, click on **Continue.**

    <Frame>
      <img alt="Data field mapping screen for Rippling-to-Empuls employee attribute sync" />
    </Frame>

    Data can be mapped for multiple fields like

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number and many more
  </Step>

  <Step title="Define Filtering Criteria">
    \*\*Define Filtering Criteria. \*\*This is an optional step; you can also choose to do this at a later step. **Continue** to proceed.

    <Frame>
      <img alt="Filtering criteria configuration to exclude employee records during Rippling sync" />
    </Frame>
  </Step>

  <Step title="Download data to validate">
    Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * \*\*Run Date Sync Once Now: \*\*Select this option to launch your Empuls account immediately. This will create accounts for all employees and send invites.
    * **Schedule First Data Sync for Later:** Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    <Frame>
      <img alt="Data sync scheduling options to run immediately or schedule for later" />
    </Frame>

    Select the date and time of your choice. Click on **Save and Finish.**

    You will now see a message confirming that the Rippling Integration has been enabled successfully.
  </Step>
</Steps>

## **How to edit this configuration**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the **Active Integrations** section and click on the \*\*Rippling \*\*app.
  </Step>

  <Step title="Click the three dots beside">
    Click the three dots beside the REMOVE Ripplingtext box.Then click on\*\* Disable Rippling.\*\*

    <Frame>
      <img alt="Three-dot menu showing the Disable Rippling option for active integration" />
    </Frame>
  </Step>

  <Step title="Click on Edit Rippling and proceed">
    Click on \*\*Edit Rippling \*\*and proceed to modify any configuration following the same steps as mentioned in the Set Integration steps mentioned above.

    <Frame>
      <img alt="Edit Rippling option to modify existing integration configuration settings" />
    </Frame>

    You will get the message that the configuration has been updated successfully.
  </Step>
</Steps>

## **How to turn off this integration?**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the **Active Integrations** section and click on the **Rippling** app.
  </Step>

  <Step title="You can turn off the integration">
    You can turn off the integration by simply clicking on \*\*REMOVE Rippling HR. \*\*
  </Step>

  <Step title="It will ask whether you want">
    It will ask whether you want to remove\*\* Rippling HR.\*\* Click on **REMOVE.**

    <Note>Questions? Contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com). We are more than happy to help you!</Note>
    ​
    ​
  </Step>
</Steps>


# SAP SuccessFactors
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/sap-successfactors

Learn how the SAP SuccessFactors and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards

## Before You Begin

You need admin access to both SAP SuccessFactors and Empuls. Have your SuccessFactors company ID and API credentials ready.

## About This Integration

This integration automates the user account management processes in Empuls based on the employee data available in SuccessFactors. With this integration:

* Add new employees to Empuls automatically once their SuccessFactors profile is created.
* Edit existing employee data in Empuls simply by updating their SuccessFactors profile.
* Remove exited employees from Empuls based on their exit date in SuccessFactors.

Rest assured, once this integration is enabled, the data will be synchronised between Empuls and your SuccessFactors account every 24 hours, ensuring you always have the most up-to-date information.

[Watch the Video](https://giift-my.sharepoint.com/:v:/g/personal/mallikarjun_xoxoday_com/IQCQF09wewlPR5KqBx2Q2CnpAVLwMQqotS1EVDQU926rUAM?e=t1IWlK)

## Prerequisites for this integration

Please get in touch with your SAP account manager and request them to share the below client details for your SuccessFactors account:

1. 'uri' : Unique Identifier
2. 'username': User name
3. 'password': Password

Also, the below key map needs to be configured for the credentials shared above.

```
SuccessFactors Key Map = { Email: 'email', First Name: 'first_name', Last Name: 'last_name', City: 'city', Department: 'department', Designation: 'designation', Country: 'country', Joining Date: 'joining_date', Employee ID: 'emp_id', Date of Birth: 'dob', Manager Email: 'manager_email', Grade Name: 'grade_name', HR Email: 'hr_email', Employee Status: 'employee_status' }
```

Once the API is configured by the dedicated SuccessFactors team, you can confidently proceed with the integration by following the steps below.

## Set up the integration

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to Admin Dashboard by clicking on "Reports and Admin".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations**."
  </Step>

  <Step title="Navigate to the HRMS Applications section and click">
    Navigate to the HRMS Applications section and click on the SuccessFactors app.
  </Step>

  <Step title="Click the Add SuccessFactors button to start">
    Click the "**Add SuccessFactors**" button to start the integration.
  </Step>

  <Step title="Enter your SuccessFactors credential, including SuccessFactors URL, username">
    Enter your SuccessFactors credential, including SuccessFactors URL, username, and password. Click the "Test Connection & Proceed" button to verify the connection with your SuccessFactors account.

    <Frame>
      <img alt="SuccessFactors credentials form with URL, username, and password fields" />
    </Frame>
  </Step>

  <Step title="This step allows you to select">
    This step allows you to select the data you wish to upload to your Empuls account.

    <Frame>
      <img alt="SuccessFactors data field selection and mapping screen to Empuls attributes" />
    </Frame>

    Data can be mapped for multiple fields like

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number, and many more

    * Select the data fields to be imported into Empuls. All the fields are selected by default. You may uncheck the boxes to deselect specific fields. For example, Uncheck the Work Contact Number fields if you do not wish to share this information with Empuls. A few fields, like the First Name, Email ID, and Status, are mandatory and thus cannot be unchecked.
    * Map the data fields on your SuccessFactors account to the correct fields on Empuls to configure the platform per your needs.
    * Select the date format for the Date of Joining & Date of Birth fields to ensure that dates are updated correctly on Empuls.
  </Step>

  <Step title="Download data to validate">
    Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.
  </Step>

  <Step title="In this step, you can choose between two">
    <Frame>
      <img alt="Data sync schedule options to run immediately or schedule for later" />
    </Frame>

    * Run Date Sync Once Now: Select this option to launch your Empuls immediately. This will create accounts for all employees and send invites.
    * Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    Click on **Save & Finish** to complete your integration setup.
  </Step>
</Steps>

## Next Steps

Verify that all required employee data is complete in SuccessFactors before running the initial sync. Monitor the first sync in integration logs.

<Note>Questions, feedback or need support? Email [cs@xoxoday.com](mailto:cs@xoxoday.com)</Note>

##

##


# Empuls native integration in SAP SuccessFactors
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/sap-successfactors-native

Experience Seamless Recognition and engagement experience.

**Overview**

Empuls and SAP Success Factors integration allows employees to recognize peers, redeem rewards, and complete engagement tasks directly within your SAP SuccessFactors environment. By unifying these tools, organizations can build a culture of appreciation in the flow of work—eliminating the need to switch apps or remember multiple logins.

Follow this guide to start recognizing and rewarding your team instantly within the SAP SF.

## 1. Send Instant Recognition

**Why this matters:** Boost team morale instantly without disrupting your workflow. Timely, public appreciation reinforces positive behavior and increases peer visibility across the organization.

<Steps>
  <Step title="Log In">
    Log in to your SAP SuccessFactors account using your standard credentials.
  </Step>

  <Step title="Recognize">
    Navigate to the Home page and click the prominent **"Recognize"** button to launch the recognition tool.
  </Step>

  <Step title="Customize & Send">
    In the single modal workflow, search for and select the colleague(s) name you wish to appreciate. Choose the appropriate **Award Category**, tag a specific **Core Value** (e.g., "Customer First"), and write a personalized message in the citation box. Click **Send** to instantly publish the post to the Company Feed for everyone to see.

    Tip: Use **the** AI Recommendations tool (located at the bottom of the message box) to help draft impactful citations.
  </Step>
</Steps>

## 2. Redeem Reward Points

**Why this matters:** Instant gratification with one-click access to a global marketplace. Select from thousands of locally relevant gifts and experiences without navigating to a separate portal.

<Steps>
  <Step title="Enter the Marketplace">
    On the Home Page, click the **"Redeem Rewards"** button. This will automatically authenticate you and redirect you to the full Rewards Marketplace within the SAP interface, showing your current points balance.
  </Step>

  <Step title="Select & Checkout">
    Use the **Country/Region** drop-down menu to filter rewards available in your specific location. Browse categories such as **Gift Cards, Merchandise, Experiences, or Charity**.
  </Step>

  <Step title="Add to Cart and Pay">
    Select your desired item, add it to your cart, and click **Pay** to instantly redeem your points and complete the transaction.
  </Step>
</Steps>

## **3. Stay Connected (The Empuls Tab)**

**Why this matters:** Access your single command center for culture. Manage administrative tasks like approvals, participate in surveys, and celebrate team milestones all in one view.

<Steps>
  <Step title="Open the Hub">
    On the SAP SuccessFactors home page, click the "Empuls" tab to launch the full engagement dashboard.
  </Step>

  <Step title="The dashboard aggregates all your engagement tasks">
    The dashboard aggregates all your engagement tasks in one place. From here, you can:

    * **Appreciate & Redeem:** Quickly launch the recognition tool to thank a peer or jump straight to the rewards store to spend your points.
    * **Explore Perks:** Browse exclusive employee discounts, benefits, and special offers available to your organization.
    * **Action High-Priority Items:** Immediately see critical tasks that require attention, such as approving pending award nominations (specifically for Managers) so no request gets missed.
    * **Participate in Surveys:** View and respond to active Pulse Surveys, quizzes, or feedback forms to share your voice on company culture.
    * **Celebrate Milestones:** Check the "Celebrations" widget to see who has an upcoming birthday, work anniversary, or is a new joiner, and send them a quick wish.
    * **Manage Settings (Admins Only):** Access administrative tools to configure system messages, adjust platform settings, and manage user preferences.

    <Info>
      Reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com) for any questions or feedback.
    </Info>
  </Step>
</Steps>


# Superworks
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/superworks

Link Superworks with Empuls to centralize employee data and automate engagement and recognition workflows.

## Why this Integration?

This integration automates user account management processes in Empuls based on the employee data available in your account.

\*\*With this integration, you can: \*\*

* Add new employees to Empuls automatically when their profile is created.

* Edit existing employee data in Empuls simply by updating their profile.

* Remove exited employees from Empuls based on their exit date/status in.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your account.

All users are assigned employee access as default. Employee access role can be updated from user management page.

Reach out to your account manager to enable this integration.

<Note>For any questions or feedback, reach out to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)</Note>


# UKG Kronos
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/ukg-kronos

Learn how to seamlessly integrate Empuls with UKG Kronos to automate workforce data synchronization across both platforms.

## Before You Begin

Ensure you have admin access to both UKG Kronos and Empuls. Obtain your UKG Kronos API credentials from the system settings.

## Why this Integration?

This integration connects your UKG Kronos account with Empuls to automate workforce data synchronization across both platforms. It ensures that employee details, shift information, and status updates are always consistent, enabling seamless recognition and engagement for your on-site and shift-based workforce.

**With this integration, you can:**

* Automatically add new employees to Empuls when their profiles are created in UKG Kronos.
* Sync employee information such as department, designation, and shift details from UKG Kronos to Empuls.
* Deactivate or remove employees in Empuls based on their exit status or termination date in UKG Kronos.
* Maintain accurate workforce data in Empuls without the need for manual updates.

Once this integration is enabled, data syncs every 24 hours between UKG Kronos and Empuls, ensuring your employee directory and engagement programs always stay up to date.

**Data can be mapped for:**

* First name
* Last name
* Official email
* Employee code/ID
* Department
* Designation
* Employment type (Full-time / Part-time / Shift)
* Shift details
* Date of Joining
* Date of Birth
* Location
* Business Unit
* Cost center
* Contact number, and more

**How to set up this integration?**

Reach out to your Empuls account manager to enable this integration, or write to us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**


# UKG Pro
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/ukg-pro

Learn how the UKG and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards.

## Before You Begin

You'll need admin access to both UKG Pro and Empuls. Obtain your UKG Pro API credentials from the UKG Pro admin console.

## Why this Integration?

This integration automates user account management processes in Empuls based on employee data available in your UKG Pro account.

With this integration, you can:

* Add new employees to Empuls automatically when their UKG Pro profile is created.
* Edit existing employee data in Empuls simply by updating their UKG Pro profile.
* Remove exited employees from Empuls based on their exit date/status in UKG Pro.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your UKG Pro account.

## How to set up this integration?

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Admin**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the HRMS Applications section and click">
    Navigate to the **HRMS Applications** section and click on the **UKG Pro app**.
  </Step>

  <Step title="Click on the Add UKG Pro button">
    Click on the "**Add UKG Pro**" button to start the integration.
  </Step>

  <Step title="Enter your UKG Pro account API credential">
    Enter your UKG Pro account API credential, which includes the API username, password, key, and your UKG Pro URL. Click on the "Test Connection & Proceed" button to verify your UKG Pro account connection.

    <Frame>
      <img alt="UKG Pro API credentials form with username, password, key, and URL fields" />
    </Frame>

    **Note:** We need the following permissions on the UKG Service account. All the permissions are "View" only.

    1. Company Configuration Integration
    2. Employee User-Defined Fields
    3. Employee Person
    4. Employee Contact
    5. Employee Employment Information
    6. Employee Termination
    7. Employee Export
    8. Employee Person Details
  </Step>

  <Step title="This step allows you to select the data">
    This step allows you to select the data to be uploaded to your Empuls account.

    Data can be mapped for multiple fields like

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number, and many more

    * Select the data fields to be imported into Empuls. All the fields are selected by default. You may uncheck the boxes to deselect specific fields. For example, Uncheck the Work Contact Number fields if you do not wish to share this information with Empuls. A few fields, like the First Name, email ID, and Status, are mandatory, so they cannot be unchecked.
    * Map the data fields on your UKG Pro account to the correct fields on Empuls to configure the platform according to your needs.
    * Select the date format for the **Date of Joining** and **Date of Birth** fields to ensure that dates are updated correctly on Empuls.
  </Step>

  <Step title="Download data to validate">
    Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.

    <Frame>
      <img alt="CSV download option to validate UKG Pro employee data before sync" />
    </Frame>
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * Run Date Sync Once Now: Select this option to launch Empuls platform and create accounts for all employees and send invites immediately.
    * Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This option will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    Click on\*\* Save & Finish\*\* to complete your integration setup.
  </Step>
</Steps>

## How to stop data sync with your UKG Pro account?

Based on the period you wish the data sync to be stopped, there are two ways to achieve this. Refer to the Temporary and permanent changes below.

**1. Temporarily Disable Data Sync with UKG Pro**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Click on Settings from the left-hand menu">
    Click on **Settings** from the left-hand menu.
  </Step>

  <Step title="Navigate to the Other Settings section and click">
    Navigate to the **Other Settings** section and click on **Integrations**.
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the \*\*Active Integrations \*\*section and click on **the UKG Pro app**.
  </Step>

  <Step title="Scroll down to see the ellipses (i.e., three">
    Scroll down to see the ellipses (i.e., three dots) icon. Click on the icon to get the option to **Disable UKG Pro** to turn off your data sync with UKG Pro.

    **2. Permanently Disable Data Sync with UKG Pro**
  </Step>

  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Click on Settings from the left-hand menu">
    Click on **Settings** from the left-hand menu.
  </Step>

  <Step title="Navigate to the Other Settings section and click">
    Navigate to the **Other Settings** section and click on **Integrations**.
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the \*\*Active Integrations \*\*section and click on **the UKG Pro app**.
  </Step>

  <Step title="Scroll down to see the button Remove UKG">
    Scroll down to see the button **Remove UKG Pro**. Click this button to turn off your data sync with UKG Pro permanently.

    <Note>Note: You can re-enable your data sync by following the instructions in "How to set up this integration?"</Note>

    **Where to find this in the platform?**
    ​
    Next Steps

    Run a validation test with a small data sample before full import. Review any validation errors and clean data as needed.
    ​
  </Step>
</Steps>


# UKG Ready
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/ukg-ready

Learn how the UKG Ready and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards.

# **Why this Integration?**

This integration automates user account management processes in Empuls based on employee data available in your UKG Ready account.

With this integration, you can:

* Add new employees to Empuls automatically when their UKG Ready profile is created.
* Edit existing employee data in Empuls simply by updating their UKG Ready profile.
* Remove exited employees from Empuls based on their exit date/status in UKG Ready.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your UKG Ready account.

# **How to set up this integration?**

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Admin**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the HRMS Applications section and click">
    Navigate to the **HRMS Applications** section and click on the **UKG Ready app**.
  </Step>

  <Step title="Click on the Add UKG Ready button">
    Click on the "Add UKG Ready" button to start the integration.
  </Step>

  <Step title="Enter your UKG Ready account API credentials">
    Enter your UKG Ready account API credentials, which include the API username, password, key, and Company Short Name. Click on the "Test Connection & Proceed" button to verify your UKG Ready account connection.

    <Note>Need help on getting this information on your UKG Ready account? Read UKG Ready help documentation below the article.</Note>

    **Note:** We need the following permissions on the UKG Service account. All the permissions are "View" only.

    1. Employee Information
    2. Account/Personal Information
    3. Primary Email
    4. Name
    5. Account status
       ​
       ​The *permissions mentioned above are mandatory. The client can allow more permissions with Account/Personal Information according to their needs.*
       ​
    6. Reports
    7. Export Reports (CSV/text)
  </Step>

  <Step title="This step allows you to select the data">
    This step allows you to select the data to be uploaded to your Empuls account.

    Data can be mapped for multiple fields like

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number, and many more

    * Select the data fields to be imported into Empuls.
    * Map the data fields on your UKG Ready account to the correct fields on Empuls to configure the platform according to your needs.
    * Select the date format for the **Date of Joining** and **Date of Birth** fields to ensure that dates are updated correctly on Empuls.
  </Step>

  <Step title="Download data to validate">
    Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.

    <Frame>
      <img alt="CSV download option to validate UKG Ready employee data before sync" />
    </Frame>
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * Run Date Sync Once Now: Select this option to launch Empuls platform and create accounts for all employees and send invites immediately.
    * Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This option will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    Click on\*\* Save & Finish\*\* to complete your integration setup.
  </Step>
</Steps>

## How to stop data sync with your UKG Ready account?

Based on the period you wish the data sync to be stopped, there are two ways to achieve this. Refer to the Temporary and permanent changes below.

## \*\*1. \*\*Temporarily Disable Data Sync with UKG Ready

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the \*\*Active Integrations \*\*section and click on **the UKG Ready app**.
  </Step>

  <Step title="Scroll down to see the ellipses (i.e., three">
    Scroll down to see the ellipses (i.e., three dots) icon. Click on the icon to get the option to **Disable UKG Ready** to turn off your data sync with UKG Ready.
  </Step>
</Steps>

## \*\*2. \*\*Permanently Disable Data Sync with UKG Ready

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the \*\*Active Integrations \*\*section and click on **the UKG Ready app**.
  </Step>

  <Step title="Scroll down to see the button Remove UKG">
    Scroll down to see the button **Remove UKG Ready**. Click this button to turn off your data sync with UKG Ready permanently.

    <Note>You can re-enable your data sync by following the instructions in "**How to set up this integration?**"
    ​</Note>
    ​
    ​
  </Step>
</Steps>


# We-Matter
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/we-matter

Connect WE-Matter with Empuls to combine engagement survey data with recognition, rewards, and gifting.

## Why this Integration?

This integration automates user account management processes in Empuls based on the employee data available in your account.

\*\*With this integration, you can: \*\*

* Add new employees to Empuls automatically when their profile is created.

* Edit existing employee data in Empuls simply by updating their profile.

* Remove exited employees from Empuls based on their exit date/status in.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your account.

All users are assigned employee access as default. Employee access role can be updated from user management page.

Reach out to your account manager to enable this integration.

<Note>For any questions or feedback, reach out to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)</Note>


# Widespread HR
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/widespread-hr

Connect Widespread HR with Empuls to keep employee records synced and automate recognition workflows.

## Why this Integration?

This integration automates user account management processes in Empuls based on the employee data available in your Widespread HR account.

With this integration, you can :

* Add new employees to Empuls automatically when their Widespread HR profile is created.

* Edit existing employee data in Empuls simply by updating their Widespread HR profile.

* Remove exited employees from Empuls based on their exit date/status in Widespread HR.

Once this integration is enabled, the data will sync once every 24 hours between Empuls and your Widespread HR account.

**Data can be mapped for:**

* First name
* Last name
* Official email
* Employee code/ID
* Grade
* Department
* Designation
* Date of birth
* Date of Joining
* Mobile number
* Business Unit
* Cost center
* Location
* Contact/Mobile number, and many more

## How to set up this integration?

Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)

​


# Workday
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/workday

Learn how to seamlessly integrate Emplus with Workday to automate the user account management processes.

## Before You Begin

Workday integration requires coordination with your Workday team and Empuls support. Ensure you have IT admin access to Workday and administrative permissions in Empuls.

## Why this Integration?

This integration automates the user account management processes in Empuls based on the employee data available in your Workday account.

With this integration, you can :

* Add new employees to Empuls automatically when their Workday profile is created.
* Edit existing employee data in Empuls simply by updating their Workday profile.
* Remove exited employees from Empuls based on their exit date/status in Rippling.

Once this integration is enabled, the data will sync between Empuls and your Workday account once every 24 hours.

## Set Up The Integration

## 1. Integration Requirement

This is a **custom integration** that requires collaboration between your HR/IT team, the Workday team, and our integration specialists.

## 2. Data Requirements

Below are the required and conditional fields for the integration:

| **Column** | **Data Fields**        | **Required / Conditional** | **Data Type** | **Utility**                                                                                         |
| ---------- | ---------------------- | -------------------------- | ------------- | --------------------------------------------------------------------------------------------------- |
| **A**      | Employee ID            | Required                   | Varchar       | Identity of the user                                                                                |
| **B**      | Email                  | Required                   | Varchar       | Identity of the user                                                                                |
| **C**      | First Name             | Required                   | Varchar       | Identity of the user                                                                                |
| **D**      | Last Name              | Conditional                | Varchar       | Identity of the user                                                                                |
| **E**      | Department             | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **F**      | Department Head Email  | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **G**      | Designation            | Conditional                | Varchar       | Profile information visible to other users of the platform                                          |
| **H**      | Grade Name             | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **I**      | HR Email               | Conditional                | Varchar       | Individual Mapping for setting up rewarding rules                                                   |
| **J**      | Manager Email          | Conditional                | Varchar       | Individual Mapping for setting up rewarding rules, Org chart display and reports access to managers |
| **K**      | Cost Centre            | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **L**      | Cost Centre Head Email | Conditional                | Varchar       | Individual Mapping for setting up rewarding rules                                                   |
| **M**      | Business Unit          | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **N**      | Site / Location        | Conditional                | Varchar       | Set up rewarding/gifting rules                                                                      |
| **O**      | Joining Date           | Conditional                | Date          | Work Anniversary gifting & Public wishes on the milestone events.                                   |
| **P**      | Date Of Birth          | Conditional                | Date          | Birthday gifting and public wishes on the occasion                                                  |
| **Q**      | Contact No.            | Conditional                | Varchar       | Profile Information visible to other employees.                                                     |
| **R**      | Employee Status\*      | Required                   | Varchar       | Empuls access blocked to disabled accounts.                                                         |

## 3. JSON Report Setup

You’ll also need to generate a **custom JSON report** in Workday.
Please connect with your Workday support team to:

* Create the custom JSON report
* Share the **report URL** and **credentials**

Once you have this information, email it to us and we will handle the backend integration.

## Need Help?

<Note>Reach out to your Empuls Account Manager or email us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)** for assistance with setting up the integration.</Note>
​


# Workline
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/workline

Connect Workline with Empuls to automate employee lifecycle events and trigger recognition at every milestone.

## Before You Begin

Ensure you have admin access to both Workline and Empuls accounts. Obtain your Workline API credentials from the integration settings.

## How It Works

Workline integration automates complete employee management in Empuls. When new employees are hired in Workline, they're automatically added to Empuls. Profile changes sync continuously, and when employees exit, they're automatically removed. This seamless synchronization ensures your engagement platform always reflects your current workforce.

Edit existing employee data in Empuls, simply by updating their Workline profile.

Once this integration is enabled, the data will sync between Empuls and your Workline account once every 24 hours.

##

## How to Set Up This Integration?

Please contact your Workline account manager and request them to share the below details, with respect to your Workline account:

* \*\*Client Details Needed from Workline: \*\*API Key
* \*\*Access token URL being used: \*\*[https://app.Workline.com/connect/token?grant\_type=Worklineapi](https://app.adrenalin.com/connect/token?grant_type=Adrenalinapi)
* \*\*API being used: \*\*[https://api.Workline.com/v1/employees](https://api.adrenalin.com/v1/employees)

<Steps>
  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Settings**" and navigate to "**Integrations.**"

    <Frame>
      <img alt="Integrations page in Empuls admin dashboard listing available HRMS apps" />
    </Frame>
  </Step>

  <Step title="Click on Continue Workline Setup">
    Click on\*\* “Continue Workline Setup”. \*\*

    <Frame>
      <img alt="Continue Workline Setup button on the integration configuration screen" />
    </Frame>
  </Step>

  <Step title="Add the details to proceed">
    Add the details to proceed.

    <Frame>
      <img alt="Workline credential fields to enter API Key and access token details" />
    </Frame>
  </Step>

  <Step title="Define filtering criteria to avoid account creation">
    Define filtering criteria to avoid account creation for external consultants. Click on **NEXT.**

    <Frame>
      <img alt="Filter criteria configuration to exclude external consultants from sync" />
    </Frame>
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * Run Date Sync Once Now: Select this option to launch your Empuls account immediately. This will create accounts for all employees and send invites.

    * Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    <Frame>
      <img alt="Data sync schedule options to run immediately or schedule for later" />
    </Frame>

    Select the date and time of your choice. Click on **Save and Finish.**
  </Step>
</Steps>

## **Fields collected from API:**

Here are the fields for the Workline API:

* **Employee Name**
* **Salutation**
* **First Name**
* **Middle Name**
* **Last Name**
* **Father's Name**
* **Date of Birth (DOB)**
* **Gender**
* **Date of Joining (DOJ)**
* **Company**
* **Business Unit**
* **Grade**
* **Function**
* **Team**
* **Role**
* **Designation**
* **Segment**
* **Country**
* **Region**
* **Location**
* **Workstation**
* **Secondary Location**
* **Reporting Manager Employee ID**
* **Reporting Manager Name**
* **Skip Level Manager ID**
* **Skip Level Manager Name**
* **Personal Mobile Number**
* **Office Mobile Number**
* **Alternative Mobile Number**
* **Office Email**
* **Personal Email**
* **Employee Status**
* **Last Working Day (LWD)**
* **Separation Reason**
* **Separation Mode**
* **HRBP ID**
* **Business Head ID**

<Note>Feedback, questions or need support? Email [cs@xoxoday.com](mailto:cs@xoxoday.com)</Note>


# Zimyo
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/zimyo

Connect Zimyo with Empuls to automate employee data sync and extend your engagement programs.

## Why this Integration?

This integration automates the user account management processes in Empuls based on the employee data available in your Zimyo account.

With this integration, you can :

* Add new employees to Empuls automatically when their Zimyo profile is created.
* Edit existing employee data in Empuls simply by updating their Zimyo profile.
* Remove exited employees from Empuls based on their exit date/status in Rippling.

Once this integration is enabled, the data will sync between Empuls and your Zimyo account once every 24 hours.

Data can be mapped for

1. First name
2. Last name
3. Official email
4. Employee code/ID
5. Grade
6. Department
7. Designation
8. Date of birth
9. Date of Joining
10. Mobile number
11. Business Unit
12. Cost center
13. Location
14. Contact/Mobile number, and many more

## How to set up this integration?

Reach out to your Empuls account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).
​
​


# Zoho People
Source: https://help-empuls.xoxoday.com/admin/integrations/hrms/zoho-people

Learn how the Zoho People and Empuls Integration works and helps automate Employee Engagement, Recognition & Rewards.

Empuls and Zoho People help you automate user data management and seamlessly drive people initiatives across your organisation.

## Before you begin

Ensure you have admin access to both Zoho People and Empuls accounts. You'll need your Zoho People API key.

**With this integration, you can:**

* To connect Empuls with Zoho People, follow a hassle-free process. To initiate the process, you must be an admin on both systems.
* Automatically sync data to Empuls when you add new hires, delete exited employees, and update employee data in Zoho People.
* Import employee birthday and work anniversary data from Zoho People to celebrate these special days with automated greetings and gifts.

Once this integration is enabled, the data sync  once every 24 hours between Empuls and your Zoho People account will happen.

## **Set up integration**

<Steps>
  <Step title="Go to the page">
    Go to the page: [https://accounts.zoho.com/developerconsole](https://accounts.zoho.com/developerconsole).
  </Step>

  <Step title="Log in with your Zoho People account">
    Log in with your Zoho People account
  </Step>

  <Step title="Click Add Client ID in the top right">
    Click “Add Client ID” in the top right corner. If you don’t have any clients configured, skip to the next step.
  </Step>

  <Step title="Among the different options, select Server-Based Applications">
    Among the different options, select “Server-Based Applications.
  </Step>

  <Step title="Use the following details to create a connection">
    Use the following details to create a connection for a new server-based application

    * Client Name: XoxodayEmpuls
    * Homepage URL: `https://yourcompany.xoxoday.com`
    * Authorised Redirect URIs: [https://yourcompany.xoxoday.com/chef/integration/oauth/callback/zohopeople](https://yourcompany.xoxoday.com/chef/integration/oauth/callback/zohopeople)
  </Step>

  <Step title="Click Create and Continue on this page">
    Click “Create” and “Continue” on this page for the next step.
  </Step>

  <Step title="Copy Client ID and Client Secret details">
    Copy “Client ID” and “Client Secret” details on the Client Secret tab. Click on Continue.

    <Frame>
      <img alt="Zoho developer console showing Client ID and Client Secret for XoxodayEmpuls" />
    </Frame>
  </Step>

  <Step title="Select your ZOHO Data Center where your Zoho">
    Select your ZOHO Data Center where your Zoho People Account is hosted. Click on **CONTINUE.**

    <Frame>
      <img alt="Zoho data center selection for the Zoho People account region" />
    </Frame>
  </Step>

  <Step title="Copy-paste the Client ID andSecret ID">
    Copy-paste the Client ID andSecret ID in the respective boxes. Click on **ESTABLISH CONNECTION.**

    <Frame>
      <img alt="Client ID and Secret entry with Establish Connection button in Empuls" />
    </Frame>
  </Step>

  <Step title="Give authorization from your Zoho Account">
    Give authorization from your Zoho Account. Click on **PROCEED.**

    <Frame>
      <img alt="Zoho authorization prompt to grant Empuls access to Zoho People data" />
    </Frame>
  </Step>

  <Step title="Select and map data fields">
    Select and map data fields. Click on **NEXT.**

    <Frame>
      <img alt="Zoho People field mapping screen for employee data sync to Empuls" />
    </Frame>

    Data can be mapped for

    1. First name
    2. Last name
    3. Official email
    4. Employee code/ID
    5. Grade
    6. Department
    7. Designation
    8. Date of birth
    9. Date of Joining
    10. Mobile number
    11. Business Unit
    12. Cost center
    13. Location
    14. Contact/Mobile number
  </Step>

  <Step title="Define filtering criteria to avoid account creation">
    Define filtering criteria to avoid account creation for external consultants. Click on **NEXT.**

    <Frame>
      <img alt="Filtering criteria configuration to exclude external consultants from sync" />
    </Frame>
  </Step>

  <Step title="Download data to validate">
    Admins can download employee data in CSV format before uploading to Empuls to validate that the data fields are mapped and no record is repeated.
  </Step>

  <Step title="In this step, you can choose between two">
    In this step, you can choose between two data sync options:

    * Run Date Sync Once Now: Select this option to launch your Empuls account immediately. This will create accounts for all employees and send invites.
    * Schedule First Data Sync for Later: Select this option to schedule employee account creation to a later date and time. This will help you plan and execute employee account creation on Empuls to coincide with your internal launch announcements.

    <Frame>
      <img alt="Data sync schedule options to run immediately or schedule for later" />
    </Frame>

    Select the date and time of your choice. Click on **Save and Finish.**

    You will now see a message confirming that the Zoho People were added successfully.
  </Step>
</Steps>

## Edit the configuration

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Admin**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the **Active Integrations** section and click on the **Zoho People** app.
  </Step>

  <Step title="Click on the three dots beside">
    Click on the three dots beside the **REMOVE Zoho People **text box.Then click on** Edit Configuration.**

    <Frame>
      <img alt="Edit Configuration option in the three-dot menu beside Remove Zoho People" />
    </Frame>
  </Step>

  <Step title="Click on SAVE">
    <Frame>
      <img alt="Editable Zoho People configuration screen with Save button" />
    </Frame>

    You will get the message that the configuration has been updated successfully.
  </Step>
</Steps>

## How to turn off this integration?

<Steps>
  <Step title="Log in to your Empuls account">
    Log in to your Empuls account.
  </Step>

  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on "**Reports and Admin**".
  </Step>

  <Step title="Navigate to Integrations">
    Navigate to "**Integrations.**"
  </Step>

  <Step title="Navigate to the Active Integrations section and click">
    Navigate to the **Active Integrations** section and click on the **Zoho People** app.
  </Step>

  <Step title="You can turn off the integration">
    You can turn off the integration by simply clicking on **REMOVE Zoho People.**
  </Step>

  <Step title="It will ask whether you want">
    It will ask whether you want to remove Zoho People? Click on **REMOVE.**

    <Frame>
      <img alt="Confirmation prompt to remove the Zoho People integration from Empuls" />
    </Frame>

    Questions? Contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com). We are more than happy to help you!
  </Step>
</Steps>

## Next Steps

Test the integration with a small batch of employees first. Monitor birthday/anniversary imports to ensure dates are correctly formatted.

<Note>Feedback, questions or need support? Email [cs@xoxoday.com](mailto:cs@xoxoday.com).</Note>

​
​


# Atlys: powering faster, seamless employee travel
Source: https://help-empuls.xoxoday.com/admin/integrations/insurance-benefits/atlys

Extend your perks catalogue with faster employee travel and visa bookings through the Atlys and Empuls integration.

## About Atlys

Atlys is a travel tech platform that streamlines and speeds up the visa application process for 120+ countries. Employees finish applications in minutes through automation, pre-checks, and reusable documents. Trusted by 2 million travellers worldwide, Atlys delivers a fast, secure, and reliable digital alternative to traditional manual visa processes, helping its users save 80% of their time.

## Why the Atlys–Empuls Collaboration Matters

The Atlys–Empuls collaboration gives HR teams easy access to a unified solution for smoother employee travel and stronger engagement. While Atlys simplifies global mobility and visa workflows, Empuls enhances the employee experience with recognition, rewards, and feedback tools. Together, they help organizations streamline operations and improve overall employee wellbeing.

## Key Benefits

* For HR / CHROs
  * Live Dashboards: Real-time visibility into spend, SLAs, and success rates. Monitor passively or intervene end-to-end when required.
  * Dedicated Concierge Support: 24x7 application support and escalations — with zero HR involvement.

## How Employees Use Atlys

* AI Automation: Forms auto-filled from uploaded documents; answer a few clear, smart prompts
* Diagnostic Checks: Flags risks early to avoid delays and resubmissions in real-time, providing smart recommendations to tailor applications
* Smart Document Vault: Secure reusable vault — upload once, reuse your documents for future visas.

## Co-Sponsor & Deliver Atlys at Scale

Integrate Atlys across your organization through Empuls to streamline employee travel. Enable effortless visa support, track usage, and strengthen global mobility as a key part of your workplace experience.

Follow the steps below:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Empuls Admin Dashboard entry point via Reports & Admin" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Travel Benefits**
  </Step>

  <Step title="Select Atlys">
    * From the list of travel partners, choose Atlys

    <Frame>
      <img alt="Atlys selected from the list of travel partners in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages">
    <Frame>
      <img alt="Available Atlys visa packages displayed in Empuls Travel Benefits" />
    </Frame>
  </Step>

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Hybrid workplace management with neoffice
Source: https://help-empuls.xoxoday.com/admin/integrations/insurance-benefits/neoffice

Connect neoffice with Empuls to add hybrid workplace management tools to your employee benefits program.

## **About Neoffice**

Neoffice helps manage your hybrid workspace with ease and control. Empower employees to book the facilities they need—seats, car park, meeting rooms, and employee transport on one app.

## **Why Connect Neoffice with Empuls**

Bring facility bookings into your engagement stack to streamline hybrid operations, reduce admin effort, and give teams a smooth, self-serve experience.

## **Key Benefits**

**For HR**

* **Centralized control**
  Manage seats, parking, rooms, and transport in one place.
* **Lower overhead**
  Self-serve bookings reduce manual coordination.
* **Better planning**
  Visibility into usage supports hybrid policies.

**For Employees**

* **One-stop app**
  Book what you need, when you need it.
* **Frictionless hybrid work**
  Reserve seats and rooms in advance.
* **Commuter convenience**
  Coordinate transport alongside workplace bookings.

## **How Employees Can Use Neoffice**

* **Seat Booking**
  Reserve workstations in advance for smooth hybrid work.
* **Car Park Management**
  Book and manage parking spaces effortlessly.
* **Meeting Room Reservations**
  Schedule and secure meeting rooms with ease.
* **Employee Transport**
  Manage office commute and transport facilities in one place.

## **Co-Sponsor & Deliver Neoffice at Scale**

Roll out Neoffice across locations to standardize hybrid-work bookings and improve space utilization—without adding admin burden. Follow the steps below to bring Neoffice to your organization.

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin link in Empuls navigation to open the admin dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> Financial Benefits**

    <Frame>
      <img alt="Financial Benefits section under Manage Benefits in program settings" />
    </Frame>
  </Step>

  <Step title="Select Neoffice">
    * From the list of wellness partners, choose **Neoffice**

    <Frame>
      <img alt="Neoffice tile selected from the list of available benefit partners" />
    </Frame>
  </Step>

  <Step title="View available packages">
    <Frame>
      <img alt="Available Neoffice hybrid workplace packages displayed on the benefit page" />
    </Frame>
  </Step>

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Enquire button to submit the Neoffice benefits request to the Empuls team" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Neoffice

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits >> Financial Benefits">
    Navigate to **Benefits >> Financial Benefits**
  </Step>

  <Step title="Select Neoffice from the available options">
    Select\*\* Neoffice \*\*from the available options.
  </Step>

  <Step title="Pick the service you need">
    Pick the service you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Smart employee benefits with Nova Benefits
Source: https://help-empuls.xoxoday.com/admin/integrations/insurance-benefits/nova-benefits

Nova Benefits integrates with Empuls to bring employees group insurance and employee benefits, managed from a single dashboard.

## About Nova Benefits

Nova Benefits is a leading employee benefits platform that helps organizations care for their workforce through technology-driven health, wellness, and insurance solutions. It enables HR teams to design and manage health insurance, wellness, and mental health programs through a single digital dashboard. Trusted by 500+ companies, Nova Benefits empowers businesses to create a culture of holistic employee wellbeing and engagement add.

## Why Connect Nova Benefits with Empuls

Integrating Nova Benefits with Empuls helps organizations simplify and personalize employee wellness programs. From managing health insurance and wellness perks to running preventive care initiatives, HR teams can deliver seamless benefits experiences while employees can access all their health and insurance details in one place—driving higher satisfaction and engagement.

## Key Benefits

* For HR
  * **Unified Benefits Management**
    Manage insurance, wellness, and employee engagement in one ecosystem.
  * **Simplified Administration**
    Automate renewals, claims, and communication with real-time visibility.
  * **Data-Driven Insights**
    Track benefits usage, costs, and employee wellness trends effectively.
  * **Stronger Retention**
    Offer meaningful benefits that enhance employee loyalty and employer branding.

* **For Employees**
  * **Comprehensive Coverage, Simplified**
    Access health insurance, wellness programs, and mental health resources easily through the Nova Benefits platform.
  * **Personalized Wellbeing**
    Employees get preventive health checkups, therapy support, and fitness benefits tailored to their unique needs—empowering them to lead healthier, happier lives.

## How Employees Can Use Nova Benefits

* **Access Health Insurance Details**
  View policy information, coverage, and claims history directly through the platform.

* **Book Wellness and Mental Health Sessions**
  Schedule therapy, health checkups, and fitness programs conveniently online.

* **Submit and Track Claims**
  File claims digitally and monitor their status in real time with full transparency.

## Deliver Nova Benefits at Scale

Employers can activate Nova’s comprehensive employee benefits suited through Empuls to unify insurance, wellness, and engagement. This digital-first approach ensures better care access, boosts participation in health programs, and strengthens workplace culture—building happier, healthier, and more productive teams.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Zero-cost employee device leasing with Tortoise
Source: https://help-empuls.xoxoday.com/admin/integrations/insurance-benefits/tortoise

Tortoise integrates with Empuls to bring employees zero-cost device leasing, managed from a single dashboard.

## **About Tortoise**

Tortoise is a zero-cost device leasing platform enabling employees to get the latest phones, laptops, and accessories through affordable salary-deducted monthly payments. There are no setup fees, no administrative overhead, and no financial commitment for the company. Tortoise manages onboarding, payroll integration, device delivery, and support.

## **Why Connect Tortoise with Empuls**

Adding Tortoise to Empuls brings a high-impact, no-budget device benefit into your engagement stack—simple rollout for HR, modern devices for employees, and end-to-end operations handled by Tortoise.

## **Key Benefits**

**For HR**

* **Zero cost to company:** No setup fees, admin overhead, or financial commitment.
* **Turnkey operations:** Onboarding, payroll integration, delivery, and support handled by Tortoise.
* **High-impact perk:** Offer in-demand devices without adding internal workload.

**For Employees**

* **Latest devices:** Access new phones, laptops, and accessories.
* **Affordable payments:** Monthly installments deducted directly from salary.
* **Seamless experience:** Quick onboarding, delivery, and ongoing support.

## **How Employees Can Use Tortoise**

* **Select a Device**
  Browse eligible phones, laptops, and accessories.

* **Enroll with Salary Deduction**
  Choose affordable monthly payments deducted directly from salary.

* **Get Delivery & Support**
  Tortoise delivers the device and provides ongoing support.

## **Co-Sponsor & Deliver Tortoise at Scale**

Employers can roll out Tortoise across teams with no budget impact. Tortoise integrates with payroll, manages onboarding, and handles device logistics and support—making it a seamless, high-impact benefit for your organization.

Follow the steps below to bring Tortoise to your company.

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Empuls Admin Dashboard entry point via Reports & Admin" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to \*\*Program >> Manage Benefits \*\*
  </Step>

  <Step title="Select Tortoise">
    * From the list of wellness partners, choose **Tortoise**
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## **How Employees Can Access Tortoise**

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits >> Financial Wellbeing >> Device">
    Navigate to \*\*Benefits >> Financial Wellbeing >> Device Leasing Benefits \*\*
  </Step>

  <Step title="Click Explore" />

  <Step title="Download the Tortoise app to proceed">
    Download the **Tortoise** app to proceed.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## **Support**

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.

<Frame>
  <img alt="Tortoise device leasing catalog with phones and laptops" />
</Frame>

<Frame>
  <img alt="Tortoise salary-deducted monthly payment enrollment screen" />
</Frame>


# Zooper: smarter corporate commute for employees
Source: https://help-empuls.xoxoday.com/admin/integrations/insurance-benefits/zooper

Connect Zooper with Empuls to add smarter corporate commute options to your employee benefits program.

## About Zooper

Zooper.ai is an AI-driven platform that automates and optimizes employee transportation for enterprises, enabling safer, cost-efficient, and smarter workplace commuting.

By automating route optimization, real-time tracking, driver management, and fleet utilization, Zooper transforms employee transportation from a logistical challenge into a seamless workplace benefit.

ISO 27001:2022 certified for information security, Zooper is trusted by leading corporates helping organizations cut commute costs, reduce carbon emissions by up to 30%, and deliver a stress-free daily commute experience to their workforce.

##

## Why Connect Zooper with Xoxoday Empuls

Integrating Zooper with Xoxoday Empuls enables organizations to extend structured, tech-enabled commute support as a core workplace benefit — accessible to every employee through the Empuls platform.

HR teams can offer a meaningful, day-to-day quality-of-life improvement that directly reduces commute stress, boosts punctuality, and supports the organization's sustainability goals — all within a single, streamlined benefits workflow.

## Benefits

**For HR Teams**

* \*\*Reduced transport overheads: \*\*AI-optimized routing cuts distance traveled and overall fleet costs significantly.
* \*\*Improved governance and visibility: \*\*A centralized dashboard gives leadership real-time oversight of all transport operations.
* \*\*Supports ESG and net-zero goals: \*\*Shared mobility and route optimization reduce the organization's daily carbon footprint by up to 30%.
* \*\*Scalable across locations: \*\*Zooper supports multi-city deployments with city-specific routing intelligence for Bengaluru, Mumbai, Pune, Delhi, Gurgaon, Chennai, and more.

## For Employees

* \*\*Stress-free daily commute: \*\*Reliable, scheduled pickups and drop-offs so employees can focus on work, not traffic.
* \*\*Live location tracking: \*\*Real-time tracking via the Zooper app so employees always know where their ride is.
* \*\*Women's safety features: \*\*Built-in safety protocols including live tracking, emergency alerts, and verified driver details.
* \*\*Paperless and app-driven: \*\*Book rides, view schedules, and manage transport entirely through a simple mobile app.
* \*\*Reduced commute time: \*\*Optimized routes mean less time in transit and more time for what matters.

## How Employees Can Use Zooper

* \*\*Daily Office Commute: \*\*Employees are assigned optimized pickup and drop-off routes based on their home location and work schedule — with automated route clubbing ensuring the shortest, most efficient journey for every commuter.
* \*\*Live Ride Tracking: \*\*Track the assigned vehicle in real time via the Zooper app, with accurate estimated time of arrival (ETA) updates so employees are never left waiting or guessing.
* \*\*Women's Safety Features: \*\*Female employees benefit from dedicated safety protocols including live location sharing, SOS alerts, verified driver profiles, and automated safety check-ins throughout the journey.
* \*\*Ride Feedback and Ratings: \*\*Employees can rate rides and share feedback directly through the app, enabling continuous improvement of transport quality and driver performance.
* \*\*Flexible Schedule Management: \*\*Employees can update their commute schedules, mark exceptions, or request ad-hoc rides through the app — with all changes reflected instantly in the transport team's dashboard.
* \*\*Sustainable Shared Mobility: \*\*Employees traveling along similar routes are intelligently clubbed together, reducing the number of vehicles on the road, cutting emissions, and lowering the per-employee transport cost.

## Co-Sponsor & Deliver Zooper Benefits at Scale

Procure Zooper corporate transport plans for your workforce and roll them out through Xoxoday Empuls — making smart, safe, and sustainable employee commuting a core part of your workplace benefits package. Follow the steps below to activate Zooper for your organization.

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    Click on Reports & Admin to land on the Admin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    Navigate to Program > Manage Benefits > Financial Benefits.
  </Step>

  <Step title="Select Zooper">
    From the list of wellness partners, choose Zooper.

    <Frame>
      <img alt="Zooper selected from financial benefits partners in Empuls" />
    </Frame>
  </Step>

  <Step title="View Available Packages">
    Browse the Zooper corporate mobility and transport plans available for your organization.
  </Step>

  <Step title="Fill in the Employee Details">
    * Enter the number of employees to receive the benefit.
    * Provide work email addresses.
    * Add phone numbers for coordination.
  </Step>

  <Step title="Send an Enquiry">
    * Click **Enquire**.
    * Our team will get back to you with pricing and plan details. Packages can be customized to your organization's locations, shift timings, and fleet requirements.

    <Frame>
      <img alt="Zooper enquiry form for corporate commute plans" />
    </Frame>
  </Step>

  <Step title="Confirm the Requirement">
    Our team will connect with you, confirm pricing and requirements, and activate the Zooper transport benefit for all employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Codingal: coding & AI education for employees' kids
Source: https://help-empuls.xoxoday.com/admin/integrations/ld-benefits/codingal

Connect Codingal with Empuls to offer employees coding and AI classes for employees’ kids as part of their perks and benefits.

## About Codingal

Codingal is a leading global platform for online AI and coding education for kids and teens in grades 1 through 12. Backed by Y Combinator and accredited by STEM.org, Codingal offers live 1:1 and small-group coding classes taught by rigorously vetted instructors from Computer Science backgrounds. With over 1 million registered students across 135+ countries and a 4.6/5 rating, Codingal's curriculum covers everything from Scratch and Python to app development, game development, web development, and AI — helping children build real-world skills and confidence from an early age.

## Why Connect Codingal with Xoxoday Empuls

Integrating Codingal with Xoxoday Empuls lets organizations go beyond individual wellness and invest in the futures of employees' families. By offering Codingal as an L\&D benefit, HR teams can give employees' children access to high-quality, accredited coding and AI education — a meaningful, tangible perk that drives loyalty, boosts morale, and signals a culture that cares about the whole employee, not just their time at work.

## Benefits

**For HR Teams**

* \*\*Differentiated benefit offering: \*\*Stand out as an employer by extending learning to employees' families.
* \*\*Drives employee retention and loyalty: \*\*A benefit that directly impacts employees' children creates deep personal value.
* \*\*Easy to deploy at scale: \*\*Procure and distribute Codingal enrollments across your workforce in one workflow.
* \*\*Supports a learning culture: \*\*Reinforces the organization's commitment to growth and development at every level.

**For Employees**

* \*\*Premium coding education for kids: \*\*Live 1:1 classes with expert instructors — no pre-recorded videos.

* \*\*Flexible scheduling: \*\*Classes are available 7 days a week and can be scheduled around the family's routine.

* \*\*STEM.org-accredited curriculum: \*\*Internationally recognized learning outcomes aligned with the K-12 Computer Science Framework.

* \*\*Progress tracking and certificates: \*\*Parents can track their child's progress and kids earn accredited certificates upon completion.

* \*\*Wide age and skill range: \*\*Programs available for children from Grade 1 through Grade 12 across all skill levels.

\*\*How Employees Can Use Codingal \*\*

* \*\*AI & Coding Grandmaster: \*\*A comprehensive 144-lesson program for ages 5–15 covering app, game, and website development using Scratch, Python, JavaScript, and AI tools — delivering mastery-level coding skills over 12–18 months.
* \*\*AI & Coding Prodigy: \*\*A 96-lesson curriculum for grades 1–12 focused on building real-world apps and games while mastering AI and programming fundamentals in 9–12 months.
* \*\*AI & Coding Champion: \*\*A 48-lesson beginner program for grades 1–12 that helps kids kickstart their coding journey through fun, project-based learning in 4–6 months.
* \*\*Scratch Programming with AI: \*\*A 36-lesson introduction to block-based coding for ages 5–14, where kids create animations, games, and interactive stories while exploring the basics of AI.
* \*\*Game Development for Kids: \*\*A hands-on course for grades 4–8 using Scratch and Code.org to build real games and develop core programming and problem-solving skills.
* \*\*Global Coding Competitions & Hackathons: \*\*Kids can participate in competitions like HPE CodeWars and online coding camps to challenge themselves, build confidence, and showcase their skills on a global stage.

## Co-Sponsor & Deliver Codingal Benefits at Scale

Procure Codingal course enrollments for your employees' children and roll them out through Xoxoday Empuls — making world-class coding education a core part of your employee benefits package. Follow the steps below to activate Codingal for your organization.

## Step-by-Step Setup for Admins

<Steps>
  <Step title="Log in to Empuls">
    Click on Reports & Admin to land on the Admin Dashboard.
  </Step>

  <Step title="Go to Program Settings">
    Navigate to **Program > Manage Benefits > L\&D Benefits.**

    <Frame>
      <img alt="L&D Benefits page under Empuls Manage Benefits with Codingal listed" />
    </Frame>
  </Step>

  <Step title="Select Codingal">
    From the list of partners, choose **Codingal.**
  </Step>

  <Step title="View Available Packages">
    Browse the Codingal course packages and enrollment plans available for your organization.
  </Step>

  <Step title="Fill in the Employee Details">
    * Enter the number of employees to receive the benefit.
    * Provide work email addresses.
    * Add phone numbers for coordination.
  </Step>

  <Step title="Send an Enquiry">
    * Click Enquire.
    * Our team will get back to you with pricing and enrollment details. Packages can be customized to suit your organization's size and requirements.
  </Step>

  <Step title="Confirm the Requirement">
    Our team will connect with you, confirm pricing and requirements, and activate the Codingal benefit for all employees.

    \*\*Co-Sponsor Learning Benefits with Ease \*\*

    Empuls allows organizations to co-sponsor L\&D benefits like Codingal course enrollments at reduced costs, making it simple to invest in employees' families and build a culture of lifelong learning — without exceeding budget constraints.

    \*\*Support \*\*

    For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).
  </Step>
</Steps>


# Upskill your workforce with Great Learning
Source: https://help-empuls.xoxoday.com/admin/integrations/ld-benefits/great-learning

Connect Great Learning with Empuls to offer employees upskilling courses and certifications as part of their perks and benefits.

## About Great Learning

Great Learning is a leading global professional learning platform offering industry-relevant programs in technology, business, and data. In collaboration with top universities and industry experts, Great Learning provides online and blended learning experiences that help individuals and organizations build future-ready skills and accelerate career growth.

## **Why** Connect Great Learning with Xoxoday Empuls

Integrating Great Learning with Empuls empowers organizations to foster continuous learning and professional development. Through this partnership, HR teams can offer curated courses and certifications that align with business goals—driving innovation, performance, and engagement across the workforce.

## Key Benefits

* **For HR & L\&D Teams**
  * **Upskill at scale:** Deliver high-impact learning programs directly through Empuls.
  * **Data-driven insights:** Track employee participation, learning progress, and skill growth.
  * **Stronger engagement:** Boost retention and motivation through continuous professional development.
* **For Employees**
  * **Access world-class courses:** Learn from top global universities and industry leaders.
  * **Flexible learning:** Choose self-paced or mentored programs tailored to career goals.
  * **Career growth:** Gain recognized certifications and stay relevant in a fast-evolving market.

## **How Employees Can Use Great Learning**

* **Explore & Enroll in Courses**
  Employees can browse programs, enroll in courses, and access learning materials directly through Empuls—making professional development seamless and accessible.
* **Track Progress & Achievements**
  Monitor learning milestones, earn certificates, and celebrate achievements within Empuls to stay motivated and recognized for skill advancement.

## **Co-Sponsor & Deliver Great Learning at Scale**

Integrate Great Learning through Empuls to create a culture of continuous learning. Encourage skill development, reward completion, and build a workforce equipped for the future of work.

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Gamified microlearning with Master-O
Source: https://help-empuls.xoxoday.com/admin/integrations/ld-benefits/master-o

Master-O integrates with Empuls so employees can enrol in gamified microlearning modules directly from the perks store.

## About Master-O

Master-O is a gamified microlearning platform delivering bite-sized training to sales and support teams—boosting knowledge, engagement, and performance.

## Why Connect Master-O with Empuls

Blend recognition with continuous, snackable learning—easy to launch, fun to complete, and proven to reinforce skills.

## Key Benefits

#### For HR

* High engagement: Game mechanics keep learners active.
* Faster rollout: Micro modules fit busy schedules.
* Skills tracking: Monitor progress and outcomes.

#### For Employees

* Short, impactful lessons: Learn in minutes, retain more.
* Practice through play: Quizzes and challenges reinforce skills.
* Sales & support focus: Directly tied to daily workflows.

## How Employees Can Use Master-O

* Interactive Microlearning: Consume bite-sized lessons designed for quick retention.
* Game-Based Assessments Reinforce learning with gamified quizzes and challenges.
* Sales Enablement Use microlearning tools to strengthen sales techniques and customer engagement skills.
* Spaced Learning Workflows Follow structured workflows that reinforce concepts over time.

## Co-Sponsor & Deliver Master-O at Scale

Configure role-based curricula, launch cohorts, and track completions to drive consistent performance uplift. Follow the steps below:

<Steps>
  <Step title="Log in to Empuls">
    Click on **Reports & Admin** to land on Admin Dashboard.

    <Frame>
      <img alt="Reports and Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    Navigate to **Program** >> **Manage Benefits** >> **L\&D Benefits**

    <Frame>
      <img alt="L&D Benefits section under Manage Benefits in Empuls" />
    </Frame>
  </Step>

  <Step title="Select Master-O">
    From the list of wellness partners, choose **Master-O**

    <Frame>
      <img alt="Selecting Master-O from the L&D partner list in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages">
    <Frame>
      <img alt="Available Master-O microlearning packages for employees" />
    </Frame>
  </Step>

  <Step title="Fill in the employer details">
    Enter:

    * Number of employees to receive the benefit
    * Work email addresses
    * Phone number

    <Frame>
      <img alt="Master-O enquiry form with employee count, emails, and phone fields" />
    </Frame>
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.

    * Our team will get back to you with pricing and package details based on the number of employees you’re enabling the benefit for. You can also customise the packages to suit your organisation’s specific HR requirements.
  </Step>
</Steps>

## **How Employees Can Redeem Points for Master-O Services**

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Shop">
    Navigate to **Shop**
  </Step>

  <Step title="Select Master-O from the available options">
    Select **Master-O** from the available options.
  </Step>

  <Step title="Pick the health service or wellness benefit you">
    Pick the health service or wellness benefit you need.
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by clicking on **Pay**.

    Note: Employees may redeem their available points, or use both points and an additional payment amount, to complete the transaction.
  </Step>
</Steps>

## **Co-Sponsor Health Benefits with Ease**

Empuls allows organizations to co-sponsor wellness benefits like Master-O at reduced costs, making it simple to invest in comprehensive employee health and wellbeing without exceeding budget constraints.

## FAQs

<AccordionGroup>
  <Accordion title="How effective is gamification in driving engagement?">
    Research shows gamification increases engagement by 40-60% compared to traditional training. The competitive element and immediate rewards create sustained motivation.
  </Accordion>

  <Accordion title="What is Master-O?">
    Master-O is a gamified microlearning platform that delivers bite-sized training to sales and support teams. It uses game mechanics, quizzes, and challenges to improve knowledge retention and performance.
  </Accordion>

  <Accordion title="How does Master-O work with Empuls?">
    Master-O is available as an L\&D benefit within Empuls. Admins can configure and launch it through Program Settings, and employees can access it directly from the Empuls platform using their reward points.
  </Accordion>

  <Accordion title="Who is Master-O designed for?">
    Master-O is built for sales and support teams. Its content is tied directly to daily workflows, making it especially useful for roles that require frequent upskilling and customer interaction.
  </Accordion>

  <Accordion title="How do I set up Master-O for my organisation?">
    Navigate to Reports & Admin > Program > Manage Benefits > L\&D Benefits and select Master-O. Fill in the number of employees, work email addresses, and phone number, then click Enquire. The Empuls team will follow up with pricing and package details.
  </Accordion>

  <Accordion title="Can I customise the Master-O package for my organisation?">
    Yes. Packages can be customised to suit your organisation's specific HR and learning requirements. Share your needs when you submit the enquiry and the team will tailor a package accordingly.
  </Accordion>
</AccordionGroup>

## Support

<Note>For setup or usage assistance, contact us at [cs@xoxoday.com](mailto:cs@xoxoday.com).</Note>


# Upskill employees with Simplilearn online courses
Source: https://help-empuls.xoxoday.com/admin/integrations/ld-benefits/simplilearn

Simplilearn integrates with Empuls so employees can enrol in online professional courses directly from the perks store.

## About Simplilearn

Simplilearn is a global leader in online professional certification training, offering industry-recognized programs across digital skills such as Data Science, Project Management, Cloud Computing, AI, and more. With world-class content developed by experts and top universities, Simplilearn helps learners stay future-ready and competitive in a rapidly evolving job market.

## **Why Connect Simplilearn with Xoxoday Empuls**

Integrating Simplilearn with Empuls empowers organizations to foster a culture of continuous learning and development. Employees gain easy access to online certification courses that help them build in-demand skills and advance their careers, while HR teams can encourage learning as part of employee engagement and growth initiatives.

## **Key Benefits**

**For HR**

* **Upskilling made simple:** Encourage continuous learning and professional growth across teams.
* **Scalable learning programs:** Enable learning at scale with online access to top-rated courses.

**For Employees**

* **Flexible learning:** Access self-paced or instructor-led courses anytime, anywhere.
* **Career advancement:** Gain globally recognized certifications from leading institutions.
* **Wide course selection:** Choose from 1,000+ courses across technology, management, and digital domains.

## **How Employees Can Use Simplilearn**

Employees can access Simplilearn through Empuls to browse, select, and enroll in online courses that match their learning goals. They can track progress, complete assignments, and earn certifications — all through a seamless, guided digital experience.

## **Co-Sponsor & Deliver Simplilearn Courses at Scale**

Organizations can co-sponsor Simplilearn learning programs to upskill employees across departments. Build a workforce that’s agile, skilled, and ready for future opportunities by promoting structured, accessible, and outcome-driven learning paths.

## **Support**

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Upskill workforce with upGrad programs
Source: https://help-empuls.xoxoday.com/admin/integrations/ld-benefits/upgrad

Bring career upskilling programs into your Empuls benefits catalogue by integrating upGrad. It’s part of Empuls’s broader admin toolkit.

## About upGrad

upGrad helps working professionals stay ahead with online programs designed by leading universities and experts—learn, grow, and transform your career anywhere, anytime.

## Why Connect upGrad with Xoxoday Empuls

Offer recognized, job-relevant learning that scales across teams—helping employees upskill in high-impact areas while you drive capability building with minimal admin.

## Key Benefits

* **For HR**
  * **Recognized programs:** University-backed, expert-led content.
  * **Scalable upskilling:** Roll out at pace across functions.
  * **Low lift:** Partner-led onboarding and communications.

* **For Employees**
  * **Flexible learning:** Online, self-paced programs.
  * **In-demand skills:** ML, data science, generative AI, and more.
  * **Career growth:** Real-world projects and outcomes.

## How Employees Can Use upGrad

* ## Microsoft AI Courses
  * **Foundational and Advanced AI Skills**
    Employees can build both beginner and advanced AI capabilities through Microsoft-certified programs covering generative AI, data analysis, software development, managerial AI applications, and AI-powered content creation.
  * **Industry-Recognized Certifications**
    Learners receive joint certifications from Microsoft, upGrad, and NSDC, helping them gain credibility, strengthen their professional profile, and develop practical, job-ready expertise.

* ## University-Backed Advanced Programs .
  * **Diverse Learning Pathways**
    Employees can choose from executive diplomas, master’s degrees, DBAs, and professional certificates offered by leading universities such as IIITB, Liverpool, Golden Gate University, Edgewood College, O.P. Jindal, and MICA.
  * **Career-Focused Skill Development**
    Programs span AI, Data Science, Digital Marketing, Finance, MBA pathways, Cloud & DevOps, and more—offering real-world projects, industry mentorship, and globally recognized credentials to accelerate career growth.

## **Co-Sponsor & Deliver upGrad at Scale**

Enable curated program catalogs and track participation to build future-ready capabilities across the org.

**Follow the steps below to bring upGrad to your organization:**

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports & Admin entry point on Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> L\&D Benefits**.

    <Frame>
      <img alt="L&D Benefits section under Manage Benefits in Empuls" />
    </Frame>
  </Step>

  <Step title="Select upGrad">
    * From the list of L\&D partners, choose upGrad.

    <Frame>
      <img alt="Selecting upGrad from L&D partner list in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="upGrad enquiry form for employee learning packages" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# Communication development with vani.coach
Source: https://help-empuls.xoxoday.com/admin/integrations/ld-benefits/vani-coach

Bring communication skills coaching into your Empuls benefits catalogue by integrating Vani.coach. No coding required for most teams.

## About Vani.coach

Vani.coach combines AI technology with personalized coaching to enhance communication skills in professionals across industries. Vani.coach focuses on improving clarity, confidence, and credibility in communication, leading to measurable business outcomes.

## Why Connect Vani.coach with Empuls

Integrating Vani.coach with Empuls enables HR teams to offer employees a comprehensive communication development program that is both scalable and personalized. Employees can access tailored coaching plans, track their progress, and receive instant feedback, all within the Empuls platform. This integration fosters a culture of continuous learning and effective communication within the organization.

##

## Key Benefits

* **For HR**
  * **Scalable Coaching**
    Deliver personalized communication coaching to employees at scale.
  * **Measurable Outcomes**
    Track improvements in communication skills and their impact on business performance.
  * **Seamless Integration**
    Combine Vani.coach's offerings with Empuls' engagement and recognition features.
* **For Employees**
  * **Personalized Learning**
    Receive coaching tailored to individual roles, industries, and learning styles.
  * **Instant Feedback**
    Benefit from AI-driven feedback complemented by human coaching insights.
  * **Continuous Development**
    Engage in a structured learning journey with regular assessments and progress tracking.

## How Employees Can Use Vani.Coach

* **Communication Fitness for Working Professionals**
  * Access the Communication Fitness package in Empuls to enhance workplace communication through focused, AI-driven coaching sessions.
* **Personalized Learning Pathways**
  * Start with AI-tailored modules aligned to your communication goals and professional role for a relevant and engaging learning experience.
* \*\*Real-Time Practice and Feedback \*\*
  * Engage in simulated conversations and receive instant AI feedback to refine speaking clarity, confidence, and persuasion skills.
* **Adaptive Skill Assessments**
  * Track your growth through AI assessments that adapt to your performance, ensuring each session remains engaging and challenging.

## Co-Sponsor & Deliver Vani.coach Benefits at Scale

Easily launch Vani.coach’s personalized communication programs across your organization. With Empuls integration, companies can manage coaching initiatives, track participation, and build a culture of effective communication. Follow the steps below to bring Vani.coach to your organization:

<Steps>
  <Step title="Log in to Empuls">
    * Click on **Reports & Admin** to land onAdmin Dashboard.

    <Frame>
      <img alt="Reports and Admin entry point on the Empuls dashboard" />
    </Frame>
  </Step>

  <Step title="Go to Program Settings">
    * Navigate to **Program >> Manage Benefits >> L\&D Benefits**

    <Frame>
      <img alt="L&D Benefits section under Manage Benefits in Empuls" />
    </Frame>
  </Step>

  <Step title="Select Vani">
    * From the list of L\&D partners, choose Vani.

    <Frame>
      <img alt="Selecting Vani.coach from the L&D partner list in Empuls" />
    </Frame>
  </Step>

  <Step title="View available packages" />

  <Step title="Fill in the employee details">
    * Enter:
      * Number of employees
      * Work email addresses
      * Phone numbers
  </Step>

  <Step title="Send an enquiry">
    * Click **Enquire**.
    * Our team will respond with details and pricing.

    <Frame>
      <img alt="Vani.coach enquiry form with employee count, emails, and phone fields" />
    </Frame>
  </Step>

  <Step title="Confirm the requirement">
    * Our team will connect with you, confirm pricing and requirements, and activate the benefit for all employees.
  </Step>
</Steps>

## How Employees Can Access Vani

<Steps>
  <Step title="Log in to Empuls with your credentials">
    Log in to Empuls with your credentials.
  </Step>

  <Step title="Navigate to Benefits">
    Navigate to **Benefits**
  </Step>

  <Step title="Select Vani Coach from the available options">
    Select\*\* Vani Coach \*\*from the available options.
  </Step>

  <Step title="Select the course name and visit its page">
    Select the course name and visit its page to fill in your details. Enjoy a 7-day trial session — after which our support team will contact you to help unlock full access to the course
  </Step>

  <Step title="Book your benefit by clicking on Pay">
    Book your benefit by **c**licking on **Pay.**
  </Step>
</Steps>

## Support

For setup or usage assistance, contact us at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# LinkedIn
Source: https://help-empuls.xoxoday.com/admin/integrations/linkedin

Connect LinkedIn to Empuls so employees can share recognition to their LinkedIn profiles and your team can amplify awards externally.

The LinkedIn integration adds a one-click **Share to LinkedIn** option to recognition awards and milestone posts. When an employee receives a recognition or hits a service-award milestone, they can post the achievement to their LinkedIn profile in a couple of taps — turning internal recognition into an external talent-brand signal.

## Before you start

* You must be a **Super Admin** in Empuls to enable the integration org-wide.
* Individual employees authorize their own LinkedIn account the first time they share — there's no per-user admin step.
* LinkedIn's content policies apply to anything shared from Empuls.

## How it works

<Steps>
  <Step title="Enable LinkedIn org-wide">
    From the Integrations hub, click **LinkedIn → Configure** and toggle **Enable LinkedIn sharing** on.
  </Step>

  <Step title="Pick which events get a share button">
    Choose which Empuls events surface a **Share to LinkedIn** button — recognition received, service-award milestone, jury award won, leaderboard top finish. Most organizations enable all four.
  </Step>

  <Step title="Set a default post template (optional)">
    Provide a default post body with placeholders like `{{award_name}}`, `{{company_name}}`, and `{{completed_year}}`. Employees can edit before posting.
  </Step>

  <Step title="Save">
    The Share button now appears on the chosen Empuls events. Each employee links their own LinkedIn account the first time they use it.
  </Step>
</Steps>

## What the employee sees

1. An eligible Empuls event (for example, a service-award post on the feed) shows a **Share to LinkedIn** button.
2. Clicking it opens a LinkedIn auth screen the first time. Subsequent uses skip auth.
3. The default post body appears, pre-filled with placeholders resolved against the event data.
4. The employee edits and clicks **Post**. The update appears on their LinkedIn profile.

## Customizing share content

The default template supports:

* `{{first_name}}`, `{{last_name}}` — employee's display name
* `{{award_name}}` — title of the award or milestone
* `{{company_name}}` — your Empuls program name (from [Branding](/admin/platform-settings/branding))
* `{{completed_year}}` — for service awards, the anniversary year
* `{{citation}}` — the recognition citation text

Employees can edit freely before posting; the template only sets the default.

## Limits and gotchas

* LinkedIn requires the employee's account to be in good standing (no recent policy violations) for sharing to succeed.
* Posts respect LinkedIn's visibility rules — they appear on the employee's profile, not on your company page.
* Disabling LinkedIn org-wide hides the share button immediately. Already-posted updates stay on LinkedIn.

## Related

<CardGroup>
  <Card title="Branding" href="/admin/platform-settings/branding">
    Set the program name that appears in LinkedIn posts.
  </Card>

  <Card title="Awards & core values" href="/admin/programs/awards-core-values">
    Configure which awards are LinkedIn-shareable.
  </Card>

  <Card title="Service awards" href="/admin/gifts/milestones-service-awards">
    Drive external visibility for milestone anniversaries.
  </Card>
</CardGroup>


# OpenAI
Source: https://help-empuls.xoxoday.com/admin/integrations/openai

Connect your own OpenAI API key for Empuls AI features — AI writing assistance, content moderation, skill mapping — using a model you control.

The OpenAI integration lets you bring your own OpenAI API key for the AI features inside Empuls. By default, AI features run on Empuls-managed models. If your organization has its own OpenAI contract — for example, to meet data-residency requirements, control model selection, or apply your own usage budgets — connect your key here and the AI features in Empuls will use it instead.

## Before you start

* You must be a **Super Admin** in Empuls.
* You need an OpenAI account with an API key that has access to the model tier you want to use (typically GPT-4 class for the best results).
* Confirm with your OpenAI account's billing owner that the projected token usage is within your plan limits — AI writing suggestions and content moderation can be high-volume.

## Connect OpenAI

<Steps>
  <Step title="Generate an OpenAI API key">
    In the OpenAI dashboard, navigate to **API Keys** and create a new secret key. Scope it tightly if your plan supports project-level scopes.
  </Step>

  <Step title="Open the OpenAI card in Empuls">
    From the Integrations hub, click **OpenAI → Configure**.
  </Step>

  <Step title="Paste your API key">
    Empuls validates the key against OpenAI's API. A successful response shows the available models.
  </Step>

  <Step title="Pick a default model">
    Choose which model Empuls should use for AI features. The picker only shows models your key has access to.
  </Step>

  <Step title="Pick which Empuls AI features use your key">
    By default, every AI feature uses your key once you connect. Optionally narrow the scope to specific features — for example, only **AI writing suggestions** but not **AI content moderation**.
  </Step>

  <Step title="Save">
    AI features switch to your key on the next request.
  </Step>
</Steps>

## What's covered

| Empuls AI feature                                             | Default model usage |
| ------------------------------------------------------------- | ------------------- |
| AI writing suggestions (recognition citations, wish messages) | Uses your key       |
| AI content moderation                                         | Uses your key       |
| AI skill mapping                                              | Uses your key       |
| Em Copilot                                                    | Uses your key       |

You can toggle each feature on or off per the previous step.

## Monitor usage

Empuls surfaces a usage snapshot per feature (calls/day, tokens/day) on the OpenAI integration page so you can track consumption against your OpenAI plan. For detailed billing, check your OpenAI dashboard.

## Reconnect or disconnect

* **Reconnect** — Replace the key when you rotate credentials in OpenAI. Empuls validates the new key before swapping.
* **Disconnect** — Revert to Empuls-managed AI. The key is removed from Empuls; you may want to revoke it in OpenAI as well.

## Limits and gotchas

* OpenAI rate limits apply per your account tier. Heavy AI usage may hit rate limits — Empuls will fall back to managed AI gracefully if configured.
* Costs are billed to your OpenAI account, not Empuls.
* The key is stored encrypted in Empuls. Rotate it on a schedule that matches your security policy.

## Related

<CardGroup>
  <Card title="AI settings" href="/admin/ai/ai-settings">
    Toggle individual AI features on or off.
  </Card>

  <Card title="AI skill mapping" href="/admin/ai/ai-skill-mapping">
    One of the features that can use your OpenAI key.
  </Card>

  <Card title="Em Copilot" href="/admin/ai/empuls-copilot">
    Conversational AI assistant.
  </Card>
</CardGroup>


# Amazon Marketplace integration with Empuls
Source: https://help-empuls.xoxoday.com/admin/integrations/other/amazon-marketplace

Connect Amazon Marketplace with Empuls so employees can redeem points for a wide catalogue of products.

## Order on Amazon using Empuls Points – Employees Guide

Follow these simple steps to redeem your reward points for Amazon products:

##

## Step 1: Go to the Empuls Store

* Log in to your **Empuls account**.
* From the main menu, navigate to the **“Shop”** section. You will be able to see Amazon option in the store. Make sure you see US region selected in the top right corner of the store page.

## Step 2: Select Amazon Product

* Click on the **“Amazon” tab**.
* Browse the list of available Amazon products.
* Click on the product you want to buy.

## Step 3: Checkout

* Follow the **checkout process** as prompted.
* Enter your **billing address** and any other required details.
* Review your order, then click **“Place Order”** to complete the redemption.

Your Empuls points will be deducted, and the order will be placed through Amazon.

<Frame>
  <img alt="Amazon checkout summary in the Empuls Shop with points deducted" />
</Frame>

## Setting Up the Amazon Store on Empuls - For Platform Administrators

Xoxoday Empuls offers seamless Amazon Marketplace integration for reward redemptions through two setup options:

* **1P (First-Party Model)** – This is a default option, no action needed.

* **3P (Third-Party Model)** – Integrate with your organization’s Amazon Business account

## Comparison between 1P and 3P set up

| **Feature**             | **1P Setup**                                         | **3P Setup**                                                |
| ----------------------- | ---------------------------------------------------- | ----------------------------------------------------------- |
| Amazon Business Account | Not required                                         | Required                                                    |
| Order Placement         | Orders placed on Amazon via Empuls business account. | Orders placed on Amazon via the company's business account. |
| Product Catalog         | Curated and managed by Xoxoday Empuls                | Managed by client                                           |
| Billing                 | Amazon invoices Xoxoday Empuls for all products.     | Amazon invoices the client’s Amazon Business account        |
| Settle Payments         | Xoxoday Empuls settles payments with Amazon          | Client settles payment directly with Amazon                 |
| Ideal For               | Hands-off reward redemption                          | Companies that want control over their catalog and billing  |

## Getting Started:

* **If you already have an Amazon Business account:**
  Simply integrate it into the Xoxoday system.
* **If you don’t have an Amazon Business account:**
  You can create one by following the steps below.

## How to Enable Amazon 3P Setup on Empuls

The Amazon 3P (Third-Party) setup gives you complete control over your catalog, orders, and billing through your own Amazon Business account. Follow the steps below to get started:

## Step 1: Create an Amazon Business Account

Before integrating with Empuls, make sure you have a valid Amazon Business account.

* **Already have an Amazon Business account?** Skip to **Step 2**.

* **Need to create one?** Follow the instructions below:

* Visit [Amazon Business](https://www.amazon.com/business).

* Click **“Create a Free Account.”**

* Fill in your **business name, address, and tax details**.

* Complete the **verification process** (email or phone).

* Once your account is approved, return to the Xoxoday dashboard to begin integration.

## Step 2: Configure Your Amazon Business Account for Empuls

Follow the steps below to set up and enable this feature on your Amazon Business account:

**2.1: Log In to Your Amazon Business Account**

* Go to [Amazon Business](https://www.amazon.com/business).
* Click **Sign In** and log in with your credentials.

**2.2: Navigate to the Members Tab**

* From your dashboard, click on the **“Members”** tab.

<Frame>
  <img alt="Members tab in the Amazon Business account dashboard" />
</Frame>

**2.3: Create a Group**

* Click **“Create Group.”**
* Enter a **Group Name** (e.g., "Empuls Orders").
* Choose a **payment method** and **shipping address**.
* Click **“Add Group”** to complete setup.

<Frame>
  <img alt="Create Group dialog with group name, payment method, and shipping fields" />
</Frame>

**2.4: Add Users to the Group**

* Click **“Add Users”** within the group.
* A prompt will appear asking you to enter the email addresses of the admins you want to add. By default, the person creating the account is added automatically and can assign roles to other users. These users will be able to do things like making changes to catalog, manage payments, etc. Its recommended to add all reward program administrators to here.
* Assign appropriate **roles** (e.g., Admin).
* Save your changes.

<Frame>
  <img alt="Add Users dialog with email and role assignment fields in Amazon Business" />
</Frame>

**2.5: Configure Purchasing System**

* Navigate to **System Integrations** from your account settings.
* Click on **“Configure Purchasing System.”**

<Frame>
  <img alt="Configure Purchasing System option under Amazon Business System Integrations" />
</Frame>

**2.6: Enter Integration Details**

* Fill in the required **integration details** for your organization’s purchasing system.
* From the dropdown, select **“Nreach-DirectOrdering.”**
* Upon selection, the system login and password are automatically generated. You may update the system login and password if required. These credentials are also referred as “From Identity” and “Shared Secret” in step 3.3 while setting up Amazon 3P on Empuls web app.
* Click on save to successful setup, you will be able to see details below for your account.  Keep these details handy as you will need this in next step of the setup.

<Frame>
  <img alt="Nreach-DirectOrdering selection with system login and password credentials" />
</Frame>

## Step 3: Enable Amazon Business on Empuls

Follow these steps to integrate and enable your Amazon Business account within Empuls:

**3.1: Navigate to Manage Stores**

* Log in to your **Empuls Admin** **Dashboard**
* Go to **Manage Shop > Amazon**

<Frame>
  <img alt="Manage Shop with Amazon entry on the Empuls Admin Dashboard" />
</Frame>

**3.2: Set Up Amazon Business**

* In the Manage Stores section, find **Amazon Business**.
* Click **“Set up your Amazon Business Account.”**

<Frame>
  <img alt="Set up your Amazon Business Account button in Manage Stores" />
</Frame>

**3.3: Integrate your Amazon Business**

* Click “Integrate Amazon Account.” Fetch the details from the group created for Empuls integration.
* Enter the following details. Refer details from step 2.6 above:
  * Client ID: From identity in cxml
  * Client Secret: Shared secret in cxml
  * Super Admin Email: Email id of the Empuls super admin
  * Order Endpoint URL: Purchase order request URL
* Click **“Authenticate.”**

<Frame>
  <img alt="Integrate Amazon Account form with Client ID, Secret, and order endpoint fields" />
</Frame>

* You’ll be redirected to Amazon's OAuth screen.
* Click **Allow** to grant Empuls permission to place orders on your organization's behalf.

<Frame>
  <img alt="Amazon OAuth consent screen granting Empuls order permissions" />
</Frame>

**3.4: Restrict Categories (Optional)**

* You can choose which **product categories** to allow or restrict for your users.
* Once done, click **“Confirm.”**

<Frame>
  <img alt="Product category restriction settings before confirming integration" />
</Frame>

**3.5 Final Enablement**

* Back on the **Manage Stores** page, look for a green **“Enable”** button next to Amazon Business.
* Click **“Enable”** to activate the integration. Voila!, Your Amazon 3P setup is live.

## **Need Help?**

For support with Amazon integration or setup, reach out to your Xoxoday Customer Success Manager or email: **[cs@xoxoday.com](mailto:cs@xoxoday.com)**


# Install Empuls Android app without Google Play Store
Source: https://help-empuls.xoxoday.com/admin/integrations/other/android-apk-install

Alternative method for you to download and install the app directly from our website or using the link provided below.

This article is to inform you of an unexpected development regarding our app on the Google Play Store.

Unfortunately, our app has been temporarily removed from the Google Play Store due to unforeseen circumstances beyond our control. Our team is actively working to address this issue and restore the app to the store as soon as possible.

However, we understand that this may inconvenience you, and we want to ensure that you can still access and use our app during this time. Therefore, we are providing an alternative method for you to download and install the app directly from our website or using the link provided below.

**Click here to download the app** - [download](https://empuls-dropbox-oregon-prod.xoxoday.com/mobile/android/Empuls-v7.4.2.apk).

To proceed with the installation, please follow these simple steps to grant the necessary permissions required for installations:

1. Open the Settings app on your device.
2. Tap the "**Apps**" menu.
3. Scroll down and select "**Special app access.**"
4. Scroll down again and choose "**Install unknown apps**."
   ​ *Here, you'll see a list of apps allowed to install apps from unknown sources. Tap on the app that you want to use for installation (usually your Files app or browser).*
   ​
5. Switch the toggle for "**Allow from this source**" to On.

By following these steps, you'll be able to download and install our app seamlessly from our website or the provided link.

We apologize for any inconvenience this may cause and appreciate your patience and understanding as we work to resolve this issue promptly.

If you have any questions or need further assistance, please don't hesitate to reach out to our support team at [support@empuls.io](mailto:support@empuls.io).


# Authentication client registration
Source: https://help-empuls.xoxoday.com/admin/integrations/other/authentication-client-registration

Register an OAuth client to grant a third-party app scoped, secure access to the Empuls API. It’s part of Empuls’s broader admin toolkit.

The objective of this form of authentication & the corresponding use of the app is to provide the option for the end-user to open Compass from a customer application seamlessly without going through the standard login mechanism.

This ensures that the SDRs/agents/partners do not have to sign in separately on Compass, given that they will be using the app as part of their regular use of the customer's ecosystem of apps for productivity and engagement.

It is also important to understand that authentication is a mandatory requirement for access to any Compass service.

Oauth 2.0, one-time key, and deep link provide a seamless user authentication and app enablement experience.

## **What is OAuth?**

OAuth is an API-based authorization protocol that allows a third-party website or application to authorize access to a user's data without users sharing their login credentials. It works its magic through the use of tokens.

Let’s go through the steps of implementing OAuth.

<Frame>
  <img alt="OAuth 2.0 authentication flow between Compass and a customer app" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Custom integrations
Source: https://help-empuls.xoxoday.com/admin/integrations/other/custom-integrations

Build a custom integration between Empuls and your internal tools using the developer APIs. Built to save HR and admin teams time.

Compass can also create custom integrations on a case-by-case basis if the client does not have standard CRMs.

**These methods are namely:**

**Compass Webhook/Push API integration** -> Client can push the data on a public HTTP URL

**Custom Fetch via**:

1. Client's API
2. Databases or data lakes
3. Custom CRMs (which are not part of the standard compass offering)

**Qualification Process**: To qualify for the integration methodology to be taken up with Compass, **a mandatory** qualification process must be followed before taking up the integration. The details of the process are in their respective sections.

**Compass as an Upstream system**

There are two ways to use Compass as an Upstream system:

1. **Compass Connect APIs**: Compass connect APIs are a collection of 13 APIs that serve various use cases, such as fetching a list of active campaigns, fetching incentive payout details, etc.
2. **Custom APIs:** For customized APIs to be used for specific use cases, the Compass engineering team can work with client teams to discuss feasibility and develop a solution accordingly
3. **Compass Webview**: Standardized dashboard which opens up in a browser across devices

## **How to set up this integration?**

Reach out to your account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)


# Database management
Source: https://help-empuls.xoxoday.com/admin/integrations/other/database-management

Manage the databases behind your Empuls instance, including backups and access controls. Built to save HR and admin teams time.

Optimize sales commission cycles by seamlessly integrating with your database management, data warehouse, and data lakes ensuring connectivity across popular databases such as MySQL, Oracle, PostgreSQL, MS SQL, Amazon Redshift, Snowflake, and more.

## How does the integration work?

<Frame>
  <img alt="Compass database integration flow from source databases to incentive programs" />
</Frame>

## Step 1: Connect your database

Our expert tech team will work with you to bring in your data from the database of your choice. Data protection is of utmost importance to us so we ensure a smooth transition.

## Step 2: Map Fields

Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.

## Step 3: Create incentive programs

Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.

## How to set up this integration?

Reach out to your Compass account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Integrations FAQs
Source: https://help-empuls.xoxoday.com/admin/integrations/other/faqs

Get quick answers about Empuls integrations on Empuls - setup steps, edge cases, and troubleshooting tips.

## Client Integration

<AccordionGroup>
  <Accordion title="Does the Xoxoday app require Bluetooth, barcode scanning, or other device-level connectivity?">
    No. Xoxoday’s employee engagement solution does not require Bluetooth (including BLE), barcode scanning, or device discoverability for any features. The platform is primarily web-based, with a mobile app operating over secure HTTPS connections, so no hardware pairing (Bluetooth, NFC, pincode verification, or barcode scanning) is needed.

    Specifically, there is no requirement for:

    * Bluetooth or device visibility
    * NFC-based interactions
    * Barcode scanners (e.g., Zebra Datawedge, Scandit)
    * Keyboard emulation or barcode formats

    All core functionalities—recognition, rewards, surveys, and engagement actions—work seamlessly via browser or mobile app, making the platform universally accessible across devices without any extra setup.
  </Accordion>

  <Accordion title="What third-party integrations does the Xoxoday R&R platform support for HRMS, analytics, and business systems?">
    The Xoxoday R\&R platform provides robust third-party integration capabilities to ensure seamless interoperability across enterprise systems.

    * HRMS (e.g., PeopleStrong, Workday, ADP, SAP SuccessFactors, Oracle, Darwinbox):
      * Real-time synchronization of employee records, hierarchy, department, and location data.
      * Supports SFTP, REST APIs, and webhook-based data exchange.
      * Automates onboarding, offboarding, and role management processes.
      * Email, Messaging & Social Tools:
      * Native integrations with Microsoft Teams, Slack, Gmail, and Outlook for notifications, kudos sharing, and milestone celebrations.
      * Single Sign-On (SSO) support via Azure AD, Google Workspace, and Okta.
    * Analytics Platforms:
      * API-based and flat-file data exports to Power BI, Tableau, Qlik, and other BI tools.
      * AI Co-pilot generates ready-made dashboards and visual insights. Admins can schedule or pull reports on demand.
    * Third-Party Wellness Apps:
      * Open APIs for syncing wellness data from Google Fit, Apple Health, Fitbit, and more.
      * Import external wellness participation logs for gamification and reporting.
    * Data Warehousing:
      * Secure data push/pull integration like Snowflake for syncing performance and recognition data.
      * Enables downstream analytics, incentive modeling, and ROI measurement.
    * CRM & Financial Systems:
      * Salesforce: Connects via API or Snowflake to ingest sales data, calculate incentives, and provide real-time leaderboards.
      * Flexcube: Syncs financial and payout data for recognition and incentive programs.
      * Fusion: Ingests transaction and payment data for reward events.
  </Accordion>

  <Accordion title="Is the web application designed with responsive design principles? Does it support tablets and smartphones? Will the application adapt based on the device it runs on?">
    The Xoxoday employee engagement solution is designed for multi-device access. The web app is optimized primarily for desktops and tablets, while mobile users access the platform through dedicated Android and iOS apps. These mobile apps provide the full end-user experience available on the web, ensuring consistency across devices.

    Because of native mobile app support, a fully responsive web design was not prioritized. Users can seamlessly access recognition, surveys, rewards, and social feeds on smartphones, tablets, and laptops without any compromise in functionality.
  </Accordion>

  <Accordion title="How are new versions of the mobile app delivered? Are both Play Store publishing and .apk file sharing supported?">
    New versions of Xoxoday’s R\&R mobile apps are distributed exclusively via Google Play Store and Apple App Store, ensuring timely updates, secure delivery, and compliance with platform guidelines. Direct .apk distribution is not supported, in line with enterprise-grade security practices.
  </Accordion>

  <Accordion title="How long are mobile app versions supported? Is there a version lifecycle roadmap? How soon do you support newly released OS versions?">
    Xoxoday ensures that R\&R solution's mobile apps remain compatible with the latest operating systems as they are released. There is no fixed lifecycle roadmap published for versions, but backward compatibility is maintained for a significant duration unless the OS version becomes deprecated. As soon as a new Android or iOS version is released, Xoxoday evaluates any compatibility issues and resolves them at the earliest, ensuring business continuity for all users.
  </Accordion>

  <Accordion title="How long are mobile app versions supported? Is there a version lifecycle roadmap? How soon do you support newly released OS versions?">
    Xoxoday mobile apps remain compatible with the latest Android and iOS releases. While there’s no published lifecycle roadmap, backward compatibility is maintained for a significant period unless an OS version is deprecated. Newly released OS versions are evaluated promptly, and any compatibility issues are resolved quickly to ensure uninterrupted user access.
  </Accordion>

  <Accordion title="Can the application be accessed through a browser alone? Is additional software required? Are endpoint management tools needed for deployment?">
    Yes. The Xoxoday R\&R tool is fully browser-based (HTML/JavaScript) and does not require any fat clients, plugins, or external software (e.g., .NET frameworks or drivers). Users can access it via modern browsers, and standard endpoint management tools are sufficient for deployment without additional manual configuration.
  </Accordion>

  <Accordion title="What is the app ID for Android, and what permissions are required to run the app?">
    The Android app ID is com.xoxoday.teams. It does not request unnecessary permissions. Optional permissions, such as access to the camera or storage, are only requested if users want to upload images or attachments within posts, recognitions, or surveys. Core functionality does not require these permissions.
  </Accordion>

  <Accordion title="How does the platform manage recognition for relocated employees?">
    The platform ensures a seamless transition for employees moving between regions by automating profile updates while preserving their history.

    * **Automated Sync:** Instantly updates the employee's region, currency, and eligibility rules as soon as their HRIS data changes.
    * **Data Continuity:** Retains all past recognition, reward balance, and leaderboard standings—ensuring nothing is lost during the move.
    * **Localized Compliance:** Automatically switches to the new location's taxation laws and reward catalog availability.
  </Accordion>

  <Accordion title="What happens if the mobile device loses internet connectivity while using the app? How long can the app operate without network access, and how does it recover?">
    The R\&R tool's mobile app relies on active internet connectivity to function. It does not currently support offline mode. If the network connection is lost, features such as surveys, recognitions, and feed updates will pause. Once connectivity is restored, the app resumes normal operation and syncs the latest data automatically. This real-time sync ensures data integrity and smooth user experience upon reconnection.
  </Accordion>

  <Accordion title="What kind of network bandwidth is required to run the app efficiently? What are the average and peak bandwidth requirements?">
    The Xoxoday platform is optimized for performance on standard bandwidth networks. A typical 4G mobile or equivalent broadband connection is sufficient to access all features seamlessly. The app is lightweight in data usage and designed for moderate network conditions. No high bandwidth consumption is expected for regular interactions such as posting, recognizing, or browsing feeds.
  </Accordion>

  <Accordion title="Which browsers are supported for accessing the web application? What is the support policy for browser versions?">
    The Xoxoday social intranet platform supports all modern browsers including Google Chrome, Mozilla Firefox, Microsoft Edge, Apple Safari, Opera, and Brave. For optimal experience, it is recommended to use browser versions updated within the last 3–5 years. Legacy browsers, particularly versions older than 5 years or those no longer supported by their vendors, are not guaranteed to work as expected.
  </Accordion>

  <Accordion title="Which of the following mechanisms do you support to configure the app?">
    * **End user configures the app?**
    * **Central configuration from your own back-end?**
    * **Central configuration via EMM tool? In this case: based on configuration file or based on the appConfig standard?**

    Admins have full control over user access management and platform configurations. Roles and permissions can be managed across four levels: Super Admins, General Admins, Managers, and Users. Client administrators can configure platform settings, but end users cannot modify the interface.
  </Accordion>
</AccordionGroup>

## Integration

<AccordionGroup>
  <Accordion title="Does the platform have built-in user engagement tools such as notifications, reminders, and recognition prompts?">
    Yes, Xoxoday’s employee engagement solution includes robust built-in tools to drive participation and engagement. The platform offers automated notifications, reminders, and smart, signal-based nudges through its AI assistant, *Em*. These nudges prompt timely actions such as peer recognition, milestone celebrations, or survey participation. Notifications are delivered via in-app messages, email, and mobile push notifications to ensure real-time engagement. These tools are particularly effective in boosting participation rates while reducing administrative overhead for HR teams.
  </Accordion>

  <Accordion title="Can Xoxoday’s reward and recognition platform allow employees to send and receive recognition within Microsoft Teams while maintaining a consistent user experience across platforms?">
    Yes. Xoxoday’s platform is natively integrated with Microsoft Teams, allowing employees to:

    * Send and receive recognition
    * Redeem rewards
    * Participate in surveys
    * View celebrations

    All actions can be performed directly within Teams, making recognition part of the daily workflow and improving participation, visibility, and timeliness.

    Additional features include:

    * Access to recognition feeds, kudos, and milestone celebrations from Teams
    * White-labeling and theming to align with organizational branding
    * SDKs and APIs for embedding into existing tools or intranets

    More details: [Xoxoday Teams Integration](https://empuls.xoxoday.com/integrations/microsoft-teams)
  </Accordion>

  <Accordion title="Can integration with HRMS for employee data sync be done?">
    Yes, the solution supports integration with all leading HRMS through Open API connections and SFTP, allowing for automatic synchronization of employee data between Empuls and the HRMS system.
    ​
  </Accordion>

  <Accordion title="Can your platform integrate with our HR system or employee database?">
    Yes. The platform can seamlessly integrate with your HR system or employee database to enable:

    * Automated data syncing
    * Streamlined onboarding
    * Personalized recognition programs

    It supports a wide range of HRMS, collaboration tools, and SSO providers, ensuring smooth interoperability with your existing tech stack.

    Common integrations include:

    * HRMS: Workday, SAP SuccessFactors, Oracle, UKG, Darwinbox, Zoho People, Kronos, and more
    * Collaboration tools: Microsoft Teams, Slack, Google Workspace
    * SSO providers: Azure AD, Okta, Google, Office 365

    These integrations help ensure real-time data accuracy, reduce manual overhead, and enhance user experience.

    For a full list of supported integrations, visit: [Xoxoday Integrations](https://empuls.xoxoday.com/integrations)
  </Accordion>

  <Accordion title="Can HR admins embed a recognition and rewards (R&R) tile directly within a core HR platform like SAP SuccessFactors?">
    Yes. The Xoxoday R\&R solution offers deep integration with major HR platforms, including SAP SuccessFactors.

    Integration Features:

    • An embedded R\&R solution tile can be integrated directly within the SAP SuccessFactors environment.

    • Employees and managers can access recognition features without switching platforms.

    • Seamless data synchronization ensures consistency across both systems.

    This embedded experience makes recognition more accessible, reduces friction, and enhances adoption and engagement within the flow of work.
    ​
  </Accordion>

  <Accordion title="What are the technology or platform requirements for managing the programme?">
    To successfully launch and manage Xoxoday R\&R solution into your system, here are the key technology requirements:

    * \*\*Software Requirements: \*\*We provide a cloud-based SaaS solution, meaning there’s no need for local software installation. You can access Empuls via any modern browser (Chrome, Edge, Safari, Firefox) with an internet connection.
    * \*\*Hardware Requirements: \*\*Since Empuls is fully cloud hosted, no additional hardware is required. Your employees and administrators can access the platform from any PC, laptop, tablet, or mobile device (via mobile app).
    * \*\*Server Requirements: \*\*There is no specific server needed in order to host the Empuls platform. Our platform is hosted on Amazon Web Services (AWS) in a multi-tenant architecture, ensuring scalability, security, and high availability. If the data transfer between Empuls and the HRIS of the client needs to happen via SFTP/CSV file transfer, we may need an SFTP server or account in the existing SFTP server.
    * \*\*HRMS/HCM System: \*\*To streamline user management, Empuls integrates seamlessly with HRMS and HCM systems. We can automate user provisioning, de-provisioning, and role-based access control, ensuring a smooth onboarding process.
    * **Third-Party Integrations: F**or a seamless experience, Empuls integrates with various third-party tools, including:
      * Communication platforms such as Slack, and Microsoft Teams to boost engagement.
      * Payroll and rewards fulfillment systems to ensure smooth reward distribution.
      * APIs for connecting with your internal systems as needed.
    * \*\*SSO Provider: \*\*To simplify authentication, we support Single Sign-On (SSO) through SAML 2.0, and OAuth ensuring secure and seamless user login. With these requirements in place, we can launch and manage your R\&R program efficiently, providing an engaging and rewarding experience for your employees.
  </Accordion>

  <Accordion title="Does Xoxoday employee recognition solution have the ability to support potential expansion across regions or larger user bases?">
    Yes. Xoxoday’s employee recognition solution is built on a cloud-native, highly scalable architecture designed for both horizontal and vertical growth. It supports multi-region deployments, allowing organizations to extend recognition programs across countries or business units while maintaining centralized governance. The platform seamlessly handles large user bases, with proven capacity to manage millions of requests per minute while maintaining 99.99% uptime.

    Key features enabling regional and large-scale expansion include:

    * Multi-language and multi-currency support: 30+ languages and 55+ currencies for localized engagement.
    * Role-based access control and hierarchy mapping: Easily mirrors organizational structure across regions or divisions.
    * Geo-specific reward catalogs: Ensures compliance and relevance for local employees.
    * Data residency options: Global data centers (UAE, EU, India) to meet regional data protection laws.
  </Accordion>

  <Accordion title="** **Does Xoxoday’s employee recognition platform support Google SSO login and the ability to autopost recognition to specific Google Workspace apps?">
    Yes. Xoxoday supports Google Workspace Single Sign-On (SSO), enabling secure and seamless login. It also allows recognition messages or milestones to autopost to Google Workspace tools, such as Gmail or Google Chat, amplifying appreciation across teams while keeping recognition in the workflow. Integrations are configurable for organizational preferences, ensuring both visibility and control at scale.
  </Accordion>

  <Accordion title="** **What are the steps to install Xoxoday R&R app for all employees and Teams channels in Microsoft Teams?">
    The Xoxoday Empuls R\&R app can be installed in Microsoft Teams as a personal app for individual employees (“Add to Me”) and as a channel app to enable recognition in Teams channels (“Add to Team/Add to Chat”).

    Step 1: Install for all employees (Personal App)

    * Log in to the Microsoft Teams Admin Center: [https://admin.teams.microsoft.com/dashboard](https://admin.teams.microsoft.com/dashboard)
    * Navigate to Teams Apps → Setup Policies.
    * Select Global (Org-wide default) and edit the policy.
    * Add the Empuls app under Installed Apps to make it available to all users.
    * Pin the app under Pinned Apps to display it in the Teams app bar and messaging extensions.
    * Save changes. Employees can now access the Empuls app in their Teams personal space.

    Step 2: Install on Teams Channels (Channel App)

    * In the Teams Admin Center, go to Teams Apps → Manage Apps.
    * Search for Empuls and select Add to Team.
    * Choose the desired channels and save.

    Result: The Empuls R\&R app is now accessible for all employees and channels in Microsoft Teams, enabling seamless recognition and reward workflows.

    Custom Integrations: Current supported integrations under this setup include SSO, Oracle HCM, and Teams. Additional integrations can be implemented based on business requirements.
  </Accordion>

  <Accordion title="** **Is there a highly integrated platform that eliminates bias and subjectivity by syncing with external systems and productivity tools?">
    Yes. Xoxoday integrates seamlessly with HRMS, CRM, PMS, and productivity tools (Salesforce, Workday, Teams, Slack) via robust APIs. Automated recognition based on events or performance ensures fairness and timeliness, eliminates manual bias, and embeds recognition into daily workflows. Recognition data can be synced with HR dashboards or internal systems for insights and inclusive, contextual appreciation.
  </Accordion>

  <Accordion title="** **Does Xoxoday’s employee engagement solution support custom integrations for flexible benefits and wellness programs, such as leave encashment or chatbot-based marketplace access?">
    ​**Y**es. Xoxoday supports custom integrations for scenarios like converting leave balances into wallet points redeemable in the Employee Marketplace. It integrates with HR chatbots for seamless marketplace access and allows flexible redemption for lifestyle, wellness, or financial benefits. Its modular design ensures holistic recognition, rewards, and benefits aligned with employee well-being.
  </Accordion>

  <Accordion title="** **Can the tool integrate with a PAYE (Pay As You Earn) system?">
    Yes. Xoxoday integrates with PAYE systems via APIs or custom connectors, enabling seamless data flow between payroll and rewards. Organizations can use reward points for payroll-linked deductions, reimbursements, or student loan offsets. Integration design is flexible and scoped to employer systems and requirements.
  </Accordion>

  <Accordion title="** **Does the tool support two-way integration with their clients?">
    Yes. Xoxoday supports robust two-way integrations, allowing automatic user provisioning, real-time metadata sync, and outbound sharing of recognition events, reward redemptions, and tax data. Integration rules can be fully configured for privacy, compliance, and alignment with HR workflows.
  </Accordion>

  <Accordion title="What is your approach to integration with the ADP payroll system for cash awards?">
    Xoxoday integrates with ADP via secure API or SFTP, enabling direct cash award disbursement through payroll. Awards are mapped to employee records and transmitted in a compliant, auditable format, ensuring timely delivery, error-free processing, and alignment with payroll cycles.
  </Accordion>

  <Accordion title="** **How do you integrate with SAP SuccessFactors?">
    Xoxoday integrates with SAP SuccessFactors via secure APIs and SFTP. It supports automated user provisioning, hierarchy sync, and real-time updates. Custom field mappings and embedded widgets can be added. Deployments typically take 2–3 weeks and are scalable for both standard and custom modules.
  </Accordion>

  <Accordion title="How does the Xoxoday employee engagement solution handle user ID creation, access assignment, and updates (e.g., terminations or transfers) via integration with HR systems?">
    Xoxoday seamlessly integrates with leading HRIS platforms to automate user provisioning and access management. New employee data flows directly from the HRIS, automatically assigning the correct role—Super Admin, General Admin, Manager, or Employee. Changes in employment status, such as transfers, terminations, or role updates, are instantly reflected, ensuring access aligns with current status. This automation maintains accurate, up-to-date records while minimizing manual effort and errors in access management.
  </Accordion>

  <Accordion title="** **What vendor and client roles are required for implementing Xoxoday’s employee recognition platform, and how do these teams collaborate?">
    Implementing Xoxoday’s employee recognition platform involves collaboration between Xoxoday experts and key client stakeholders to ensure a smooth rollout.

    * Xoxoday team: Implementation Specialist, Product Designer, Technical Architect, Customer Success Manager, Communication Expert, Customer Support.
    * Client team: Project Sponsor (strategic direction), Project Manager (coordination), HR (program management), IT (integration), Employees (end users).

    Collaboration: Teams coordinate via regular meetings, project dashboards, collaboration tools, emails, and structured feedback loops to ensure alignment, timely execution, and program adoption.
  </Accordion>

  <Accordion title="How does the Xoxoday employee engagement solution ensure client-specific security with integrations?">
    Xoxoday follows stringent, client-specific security protocols for all integrations.

    * API integrations: Adhere to client authentication standards and security requirements.
    * SFTP file transfers: Use encryption to secure data during transmission.
    * Compliance: The platform meets global standards, including GDPR, SOC 2, and ISO 27001, ensuring data protection across all integrations.

    Q: What is your experience with integrating your system with global HR systems (e.g., SuccessFactors, ADP Payroll, SAP payroll, employee data warehouses)? How frequently do these integration feeds typically run?

    Xoxoday integrates with **2**0+ HRIS/HCM platforms, enabling seamless employee data synchronization and reward automation.

    1. HCM Integrations (SuccessFactors, Workday, Oracle, UKG, etc.):

    * Automatically adds new employees when their HCM profile is created.
    * Updates employee information in real-time when HCM profiles change.
    * Removes exited employees based on their HCM exit date.
    * Sync frequency: Every 24 hours.

    2. Payroll Integrations (SAP, Oracle, Workday, ADP):

    * Syncs rewards with payroll to ensure taxation compliance.
    * Sync frequency: Once or twice a month, based on finance requirements.

    3. Data Warehouse Integrations:

    * Pushes reward data to warehouses via open APIs for analytics and insights (e.g., Tableau).
    * Sync frequency: Flexible, based on business needs.
  </Accordion>

  <Accordion title="How does Xoxoday's R&R solution integrate with Workday, and what capabilities does it support?">
    Xoxoday integrates seamlessly with Workday to automate user account management and employee data synchronization. The solution supports:

    * Automatic updates for new hires, transfers, reorganizations, and position changes.
    * Real-time alignment of employee information for accurate recognition and rewards.
    * Integration via API or secure SFTP, ensuring compliance with data security and governance standards.
    * Collaboration with IT teams for smooth deployment across Workday environments.
  </Accordion>

  <Accordion title="Does the Xoxoday employee engagement solution integrate with Paradox ATS?">
    Yes. Xoxoday offers open APIs for integration with Paradox ATS, enabling a unified workflow between recruitment and engagement. This ensures recognition and rewards are aligned with talent acquisition processes for a seamless employee experience.
  </Accordion>

  <Accordion title="How does the Xoxoday social intranet platform integrate with Microsoft SharePoint and notify users about awards via Microsoft tools?">
    Xoxoday integrates with Microsoft SharePoint and Teams to embed engagement and recognition into employees’ daily workflow:

    * SharePoint integration: Recognition feeds, announcements, and engagement activities are embedded directly into the intranet.
    * Teams integration: Automated award notifications via a built-in chatbot provide real-time, personalized alerts, including award details, recognition reasons, and redemption links.
    * Social interactions like likes, comments, GIFs, and emojis enhance visibility and make recognition inclusive and celebratory.
  </Accordion>

  <Accordion title="Can the Xoxoday employee engagement solution integrate with external LMS platforms, such as Cornerstone?">
    Yes. Xoxoday integrates with external LMS platforms, including Cornerstone, via open APIs, enabling organizations to link recognition and rewards to learning milestones. This integration motivates employees to achieve L\&D goals while reinforcing engagement and performance.
  </Accordion>

  <Accordion title="How does the Xoxoday employee engagement solution integrate with SAP SuccessFactors? Is this integration certified, and what methods are supported?">
    Xoxoday offers certified integration with SAP SuccessFactors, enabling automated workflows for employee recognition, service awards, and engagement. Integration methods include:

    * OData API: Real-time data exchange for instant updates.
    * SFTP file transfer: Secure batch updates for scheduled syncing.

    Key benefits:

    * Automatic addition of new employees upon profile creation.
    * Updates to existing employee data synced automatically.
    * Automatic removal of exited employees based on exit date.
    * Data sync occurs every 24 hours.
    * No middleware required; integration works directly with SAP SuccessFactors while adhering to strict data security protocols.

    [Learn more here](/admin/integrations/hrms/sap-successfactors).
  </Accordion>

  <Accordion title="What integration options are available across SAP modules, and can you push recognition data to employee profiles?">
    Xoxoday supports both native and custom integrations across SAP modules, including:

    * SAP SuccessFactors Employee Central
    * SAP Performance and Goals
    * SAP WorkZone

    The platform can push recognition data directly into employee profiles, centralizing engagement insights without requiring middleware. All integrations follow best practices for security and data privacy.
  </Accordion>

  <Accordion title="Can you synchronize and integrate employee data maintained in SAP SuccessFactors HCM Cloud solution?">
    Yes. Xoxoday seamlessly integrates with SAP SuccessFactors HCM Cloud, automating employee lifecycle events such as new hires, role changes, and exits. This ensures recognition, rewards, and engagement workflows remain accurate and up to date.
  </Accordion>

  <Accordion title="Do you provide communication campaigns and collateral as part of your service offering?">
    Yes. Xoxoday provides ready-to-use communication kits and collateral, easily customizable with your branding and messaging. These resources support employee communication, training, and adoption initiatives for recognition programs.
  </Accordion>

  <Accordion title="Can you synchronize and integrate employee data maintained in SAP SuccessFactors HCM Cloud solution?">
    Yes, our platform has built-in capabilities to integrate and synchronize employee data from SAP SuccessFactors HCM Cloud. This enables automation of employee lifecycle events for recognition, rewards, and engagement workflows.
  </Accordion>

  <Accordion title="Do you provide communication campaigns and collateral as part of your service offering?">
    Yes, we provide communication kits and resources that can be easily customized with your branding by your communication team to reflect your brand and culture. These materials are readily available to support your communication and training initiatives.
    ​
  </Accordion>

  <Accordion title="How will we be notified if integrations fail? What is the process and timeline for fixing failed integrations?">
    The Xoxoday employee engagement solution proactively monitors all integrations. If an integration fails, program administrators receive an email notification with details of the error. Our platform performs daily health checks to ensure integrations function smoothly. In the rare event of a failure, the issue is typically resolved within 24 hours. Should a delay occur, our support team communicates updates directly to the designated program administrators via established support channels.
  </Accordion>

  <Accordion title="Is there an option to manually load files if an integration fails? What is the process for a manual file load?">
    Yes. The Xoxoday employee engagement solution supports manual file uploads through its secure web interface. Program administrators can easily upload CSV files within the user management section of the platform. While an SFTP setup can be provided upon request, it is not recommended as the preferred method for manual uploads. Our web interface ensures greater control, ease of use, and data security during the manual upload process.
  </Accordion>

  <Accordion title="Can mobile capabilities be limited by geographic locations?">
    Yes, mobile login can be limited by geographic region using SSO. The IDP tool can be set up to block the Empuls application for user groups in specific locations. The platform also enables selective disabling of features and capabilities based on the specific needs or cultural sensitivities of each geographic location.
  </Accordion>

  <Accordion title="Does Xoxoday's employee engagement solution integrate with major HRMS platforms like Oracle, Workday, Darwinbox, etc., via SSO or API?">
    Yes. Xoxoday's employee engagement solution offers seamless integration with major HRMS platforms, including Oracle, Workday, Darwinbox, and others. Integration is supported via secure Single Sign-On (SSO) and API connections, ensuring smooth data flow and easy user authentication across systems.
  </Accordion>

  <Accordion title="Does Xoxoday's employee engagement solution support integration with learning management systems?">
    Yes. Xoxoday's employee engagement solution integrates with learning management systems (LMS). The platform connects with LMS tools to receive data such as course completion status and employee areas of interest. This integration helps organizations analyze feedback patterns aligned with employee competency levels. Additionally, Xoxoday’s APIs can be leveraged to access and sync data efficiently between platforms.
  </Accordion>

  <Accordion title="How does the platform integrate with performance management?">
    Xoxoday R\&R tool can integrate with multiple HR systems to collect and share information. The integration with performance management systems (PMS) is intended to identify which organizational factors, like culture, relationship with manager and peers, equity, and inclusion, contribute to the low performance of employees.

    Empuls accepts employee performance scores as employee metadata to map the feedback pattern to respective engagement scores. It also accepts critical event triggers, like the conclusion of 1-1s with managers, appraisal completion, and quarterly review completion, to collect feedback about the process and employee experience related to these events.

    Empuls provides inputs, like attrition risk, employee motivation levels, and training needs scores, for the PMS to consume as input.

    P.S. The PMS and Empuls API integration can be done on-demand to meet your requirements.
    ​
  </Accordion>

  <Accordion title="What are the list of supported integrations, e.g., HRIS, LMS, payroll systems, etc., for Xoxoday R&R tools?">
    Xoxoday R\&R solution can integrate with a host of tools. Here is the list of common integration partners for Empuls:

    Collaboration Tools:

    1. Google Workspace
    2. Microsoft Teams
    3. Slack

    HRMS/HRIS/HCM:

    1. Darwinbox
    2. KRONOS UKG
    3. SAP SuccessFactors
    4. Workday
    5. Zoho People
    6. Microsoft Office 365
    7. Freshteam

    SSO:

    1. Azure
    2. Google
    3. Office 365
    4. Okta

    Please refer to the link below for the comprehensive list of our integrations:
    ​[https://www.empuls.io/integrations](https://www.empuls.io/integrations)
  </Accordion>

  <Accordion title="Is there an open API available for integrating with third-party software systems?">
    Yes, the platform offers open APIs and SDKs to enable seamless integration with HRMS, PMS, LMS, intranets, collaboration tools, and other third-party systems. These APIs allow customers to embed recognition, rewards, surveys, and more into their existing workflows, ensuring a connected and scalable engagement ecosystem.
  </Accordion>

  <Accordion title="Can awards and appreciations be viewed in the SAP SuccessFactors PMS module by employees and managers?">
    Yes, the Xoxoday R\&R tool can be seamlessly embedded into the SAP SuccessFactors PMS module using our Rewards SDK. This integration allows you to align recognition directly with employee performance milestones, KPIs, and goal completions. Employees and managers can view recognitions and awards within the performance management system, helping to reinforce positive behavior and motivate performance. It also supports real-time visibility of recognitions tied to individual contributions, creating a continuous feedback loop between achievements and formal performance evaluations.
    ​
  </Accordion>

  <Accordion title="What HRIS systems does the Xoxoday employee engagement solution integrate with?">
    The Xoxoday employee engagement solution integrates with over 20 popular HRIS and HCM systems, including Workday, SAP SuccessFactors, Paylocity, BambooHR, ADP, Oracle, and more. These integrations ensure seamless data synchronization, enabling organizations to automate employee data updates, reward rules, and compliance workflows. For a full list of supported integrations, please visit: [/admin/integrations/hris-hrms](/admin/integrations/hris-hrms)
    ​
  </Accordion>

  <Accordion title="Does the Xoxoday social intranet platform integrate with chat and collaboration tools like Microsoft Teams, or Slack?">
    Yes, Xoxoday social intranet platform integrates seamlessly with popular collaboration tools such as Microsoft Teams and Slack. These integrations allow employees to engage in recognition, rewards, and communication activities directly within these tools — ensuring engagement happens in the flow of work. Xoxoday offers APIs for additional integrations, including automated employee data syncs from systems like Workday.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday employee engagement solution allow data transfer from an LMS module about learning hours, certifications, or skill levels?">
    The Xoxoday employee engagement solution does not currently support direct data transfer from an LMS into the platform. However, with Xoxoday’s Rewards SDK, you can embed our reward and recognition capabilities into your LMS. This allows you to tie rewards to learning milestones such as certifications, skill advancements, and completed learning hours.
    ​
  </Accordion>

  <Accordion title="Is it possible for awards and appreciations to integrate into SAP SuccessFactors PMS for employee and manager reference?">
    Yes. Xoxoday’s employee recognition platform offers seamless integration through its Rewards SDK, allowing awards, badges, and appreciations to flow into the SAP SuccessFactors PMS module. This ensures recognitions are visible in performance records, aiding during appraisals, reviews, and goal-setting discussions, and reinforcing the link between recognition and performance.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday's R&R solution support currency conversion or integration with external online exchange rate services?">
    The platform comes with integrated currency conversion capabilities to support global recognition and rewards. It ensures accurate and up-to-date conversions using real-time exchange rates across supported currencies. This eliminates the need for external currency conversion services, enabling seamless transactions and equitable reward distribution for international teams.
    ​
  </Accordion>

  <Accordion title="How does the Xoxoday employee engagement solution support automatic updates of employee data like department, reporting structure, email IDs, and employment status?">
    The integration of the Xoxoday employee engagement solution with SAP SuccessFactors enables seamless, automatic synchronization of employee data. This includes real-time updates to key fields such as department, reporting structure, official email addresses, and active/inactive employment status. Once the integration is set up, updates made in your HRMS are automatically reflected on the platform without manual intervention. This ensures data consistency across systems and enhances the accuracy of reporting, organizational charts, and personalized engagement workflows. For more details on supported data fields, visit this guide:
    ​
  </Accordion>

  <Accordion title="Can HR admins create and embed a Rewards & Recognition (R&R) solution tile within SAP SuccessFactors for seamless navigation?">
    Yes, the Xoxoday R\&R tool supports embedding a custom R\&R tile directly within SAP SuccessFactors. This enables HR admins to offer employees seamless access to recognition features without leaving the SAP ecosystem. Xoxoday provides comprehensive API endpoints and SDKs that support UI-level integration, allowing the R\&R module to be embedded as a tile within the SAP SuccessFactors Employee Central dashboard. Once the APIs are shared, your SAP implementation partner can configure navigation, authentication, and context-aware deep linking. This ensures users can launch the Xoxoday R\&R tool from within SAP, pass user tokens securely, and view their personalized recognition dashboards, nomination forms, rewards catalog, and more, all from a single interface. This integration enhances usability, reduces friction, and encourages consistent engagement with the recognition program.
    ​
  </Accordion>

  <Accordion title="Can recognition be shared outside the Xoxoday platform via integrations?">
    Yes, the Xoxoday employee recognition platform offers robust integrations with third-party tools such as Microsoft Teams, Slack, Google Workspace (Gsuite), and others, enabling recognition in the flow of work. Most platform features, including recognition and rewards, can be accessed through these tools. Moreover, using our SDK, recognition workflows can be embedded directly into HR systems such as ATS, PMS, and LMS, and intranet platforms like Microsoft Viva and SharePoint. Employees can also share their recognitions externally on LinkedIn directly from the platform, extending the visibility of appreciation beyond the organization.
    ​
  </Accordion>

  <Accordion title="Can the system integrate with an online store for point redemption? If yes, how does it work?">
    Yes, the solution comes with a fully built-in rewards redemption store, eliminating the need for external integrations. The marketplace offers a vast selection of redemption options including 8,000+ digital gift cards across 100+ countries, 10,000+ merchandise items with the ability to scale to 100,000+ based on client needs, symbolic service awards, company-branded merchandise (currently available in the US), 100,000+ experiences across 50+ countries, global hotel and flight bookings, and access to over 10,000 charitable organizations worldwide. New brands and categories can also be added on request, ensuring a highly customizable and relevant reward experience.
    ​
  </Accordion>

  <Accordion title="Do you integrate with Microsoft Teams out of the box for employees to be able to interact natively with the R&R solution?">
    Yes. The Xoxoday R\&R tool offers native integration with Microsoft Teams, enabling employees to access recognition and rewards features directly within the collaboration platform they already use daily. This integration eliminates the need to switch between tools by allowing users to give and receive peer-to-peer recognition, view celebratory posts, redeem reward points, participate in surveys, and engage with announcements—all inside Teams. The platform also supports automated nudges, notifications, and prompts to encourage timely recognition and participation in engagement programs, ensuring consistent visibility and adoption across distributed teams.
    ​
  </Accordion>

  <Accordion title="Do you integrate with Workplace from Meta out of the box for employees to be able to interact natively with the R&R solution?">
    Yes. The Xoxoday employee recognition platform integrates with Workplace from Meta through a dedicated bot that automatically publishes recognitions and engagement updates. This bot-based integration ensures that employees can view recognitions, awards, and celebration posts in their Workplace feed without leaving their preferred communication tool. The seamless flow of updates fosters real-time appreciation and enhances social visibility for every recognition moment. This functionality is especially useful for global and hybrid teams, as it helps maintain a strong culture of recognition regardless of location.
    ​
  </Accordion>

  <Accordion title="Can a meeting attendee recognize all attendees either during or after a meeting?">
    No, the Xoxoday employee recognition platform is currently not integrated with Microsoft Teams Meetings. Users cannot initiate recognition for all meeting attendees directly within a live meeting session or after the meeting ends through a meeting-specific interface. While Xoxoday’s Microsoft Teams app supports peer-to-peer recognition and group appreciation within Teams channels and chats, this functionality does not extend to the meeting window itself. This feature is planned for a future release and will allow recognition of meeting participants during or post-meeting through contextual prompts or smart nudges within Teams.
    ​
  </Accordion>

  <Accordion title="What permission levels need to be accepted during the installation of your Microsoft integration? Explain why each permission is required.">
    When installing the Xoxoday employee engagement solution on Microsoft Teams, users and administrators must grant specific permissions to ensure a seamless experience:

    * Receive messages and data that I provide to it: Enables engagement with the Xoxoday bot through conversations.
    * Send me messages and notifications: Allows the bot to send recognition nudges, reward updates, and reminders.
    * Access my profile information (name, email, company, language): Personalizes communication and validates user access.
    * Receive messages and data that team or chat members provide: Allows contextual recognition commands within chats.
    * Send messages and notifications in a channel or chat: Facilitates broadcasting appreciation messages publicly or privately.
    * Access team/chat info (name, member list, emails): Identifies channels where recognition messages can be posted.

    Additionally, Microsoft Graph API is used for authentication when accessing the personal Empuls Home tab, fetching basic details like email to validate sessions.
  </Accordion>

  <Accordion title="Is award value guidance provided within Microsoft Teams?">
    Yes, the Xoxoday R\&R tool provides award value guidance within the Microsoft Teams interface. When initiating a recognition or reward action, users are guided with context such as available points, award categories, and suggested values for peer or team recognition. This ensures awards are meaningful and aligned with organizational reward strategy. A step-by-step video walkthrough is available here: [/admin/integrations/collaboration/microsoft-teams](/admin/integrations/collaboration/microsoft-teams).
    ​
  </Accordion>

  <Accordion title="Is Teams integration available on mobile apps? If yes, which platforms are supported?">
    Yes, the Xoxoday employee engagement solution integrates with Microsoft Teams on both Android and iOS mobile apps. Employees can access recognition, rewards, surveys, and community features directly within Teams on mobile, enabling peer appreciation, survey participation, and perks access on the go, ensuring a unified hybrid workforce experience.
    ​
  </Accordion>

  <Accordion title="How does branding work when using the Xoxoday employee engagement solution within Microsoft Teams?">
    When integrated with Microsoft Teams, web-based branding such as logos, colors, and themes is preserved across embedded webviews. However, native Teams elements like bot messages or notifications may use default Teams styles. The Xoxoday engagement bot can also be customized, including renaming and appearance adjustments, to ensure brand continuity and a consistent user experience within Teams.
    ​
  </Accordion>

  <Accordion title="Can the Xoxoday employee engagement solution automatically create accounts for new joiners based on employee data?">
    Yes, the SAP SuccessFactors and Xoxoday R\&R platform integration automates user account management processes in the platform based on employee data available in SuccessFactors. With this integration:

    * You can add new employees to Empuls automatically once their SuccessFactors profile is created.
    * Edit existing employee data in Empuls simply by updating their SuccessFactors profile.
    * Remove exited employees from Empuls based on their exit date in SuccessFactors.

    Once the integration is enabled, data will automatically sync between Empuls and your SuccessFactors account every 24 hours, ensuring you always have the most up-to-date information.

    To learn more, please visit: [SAP Integrations.](/admin/integrations/hrms/sap-successfactors)
  </Accordion>
</AccordionGroup>

## Back-end Integration

<AccordionGroup>
  <Accordion title="What protocols and data formats are supported by Xoxoday APIs? What metadata is available for integration and reporting?">
    Xoxoday supports CSV over SFTP and JSON over REST APIs for data exchange. Common integration protocols include HTTPS and SFTP. The metadata depends on the type of data exchanged:

    •For HRIS integrations: Employee ID, full name, email, department, designation, manager details, employment status, etc.

    • For rewards and recognition reports: Award ID, transaction ID, timestamp, points allocated, redemption details, etc.

    Detailed field-level metadata and interface specs are shared based on the specific integration use case.

    ​
    ​

    ​
    ​
    ​

    ​
  </Accordion>
</AccordionGroup>


# FAQs - data and integration
Source: https://help-empuls.xoxoday.com/admin/integrations/other/faqs-data-and-integration

Find answers to common questions about data and integration setup on Empuls, covering setup, permissions, and troubleshooting.

## Integration

<AccordionGroup>
  <Accordion title="What kind of integrations does Xoxoday ICM tool provide?">
    The platform supports extensive integrations with major enterprise software via APIs and connectors, including Salesforce, Workday, SAP, Oracle, ADP, UKG, Xero, HubSpot, Amazon Redshift, Snowflake, Google BigQuery, and other CRM, ERP, and HRMS systems.
    ​
    Full list of integrations: [https://compass.xoxoday.com/integrations](https://compass.xoxoday.com/integrations)
  </Accordion>

  <Accordion title="Can partners regularly submit deal information for the SPIF program?">
    Yes. Partners can submit their deal data in a pre-agreed format through the Xoxoday ICM tool. The platform supports data uploads via secure file transfer, API integrations, or CRM syncs, ensuring that deal information is received promptly—no more than once a week—validated, and reflected as updated partner points within their respective accounts.
  </Accordion>
</AccordionGroup>

## Data

<AccordionGroup>
  <Accordion title="Can archived data be accessed for up to five years?">
    Yes. The Xoxoday SPM solution securely stores archived data for up to five years, allowing authorized users to retrieve historical information when needed. This long-term data retention ensures transparency, audit readiness, and compliance with organizational and regulatory standards.
    ​
  </Accordion>
</AccordionGroup>

## Track role assignments

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM software track role assignments and changes over time?">
    Yes, Xoxoday ICM software tracks role assignments and historical changes for each sales rep. This ensures accurate alignment of compensation plans and performance management as responsibilities evolve. HR and sales operations can efficiently access and manage these changes.
  </Accordion>
</AccordionGroup>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Google Sheets
Source: https://help-empuls.xoxoday.com/admin/integrations/other/google-sheets

Export Empuls reward and engagement data straight into Google Sheets for further analysis. It’s part of Empuls’s broader admin toolkit.

Enhance transparency in your sales commission management while boosting accountability. Utilize our native integration to seamlessly import sales data from your Google Sheets, predict earnings, and ensure error-free commission calculations.

## How does the integration work?

<Frame>
  <img alt="Compass Google Sheets integration flow from sales data to incentive programs" />
</Frame>

## Step 1: Connect your database

After logging into Compass, go to the integrations tab and select Google Sheets. Login with relevant credentials and authenticate the data transfer. Select the objects that you want to import.

## Step 2: Map Fields

Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.

## Step 3: Create incentive programs

Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.

# How to set up this integration?

Reach out to your Compass account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Implementation, integration and governance FAQs
Source: https://help-empuls.xoxoday.com/admin/integrations/other/implementation-integration-governance-faqs

Browse frequently asked questions about implementation, integration, and governance on Empuls, from initial setup to day-to-day admin tasks.

## Implementation

<AccordionGroup>
  <Accordion title="What is the process followed by Xoxoday to define, review, and implement the Functional Requirements Document (FRD) during platform deployment?">
    Xoxoday follows a structured and collaborative process to define, review, approve, and implement the Functional Requirements Document (FRD) — ensuring a clear roadmap for successful platform deployment.

    * FRD Preparation and Delivery

      * Initial analysis (within 90 days): Xoxoday conducts a comprehensive technical and functional requirements analysis to design, configure, and deploy the solution.
      * FRD documentation: A detailed FRD is delivered outlining all findings, required activities from both parties, and system specifications.
      * Implementation plan: The FRD includes clear timelines, schedules, task dependencies, and milestones to guide the entire implementation process.
      * Detailed deliverables: It identifies key stakeholders, project teams, progress reporting structure, meeting schedules, dispute resolution procedures, escalation paths, dependencies, and penalties for missed goals or milestones.
      * Business requirements: All business needs and objectives are incorporated into the FRD, supported by a structured template and defined scope.
    * Review and Acceptance Process

      * Initial review (within 30 days): The client reviews the FRD and either accepts it or provides specific feedback for revisions.
      * Revision cycle: If revisions are required, Xoxoday updates the FRD within 30 days. The client then has another 30 days to review and accept or reject it.
      * Iterative collaboration: This cycle continues until the FRD is approved or the agreement is terminated under the defined Statement of Work (SOW) provisions.
      * Formal system specification: Once accepted, the FRD becomes the formal System Specification Document and is integrated into the agreement.
    * Project Management and Governance

      * Standard project methodology: Xoxoday provides dedicated project management support throughout the process, following a proven methodology for planning, execution, and delivery.
      * Communication and reporting: Regular progress updates, status meetings, and escalation procedures ensure alignment and visibility at every stage.
      * Quality assurance: All deliverables and milestones are monitored against agreed KPIs to ensure quality and on-time completion.
    * Rejection and Termination Clause

      * Termination rights: If the client rejects the FRD two or more times, they have the right to terminate the Statement of Work (SOW) within 45 days of notifying termination.
      * Orderly transition: In such cases, both parties will follow a structured transition plan to ensure a smooth disengagement and data handover.
    * Implementation Kick-off

      * Commencement of implementation: Within 10 business days of FRD acceptance, both parties initiate the implementation services as outlined in the approved document.
      * Execution phase: All identified tasks, milestones, and dependencies in the FRD guide the deployment, ensuring seamless delivery and minimal delays.
  </Accordion>

  <Accordion title="What employee data is required for implementing the Xoxoday Employee Recognition and Service Award platform?">
    ​To implement the Xoxoday employee engagement solution, the following employee data is needed:

    * Name and email ID
    * Department and reporting structure
    * Mail IDs
    * Active/inactive status
    * Employment start date
    * Birthday

    Each employee also has a customizable personal profile, which may include profile picture, social media/blog links, brief introduction, languages spoken, skills, and hobbies. Employees can edit their profile and choose which information remains private.

    Collecting this data allows the Xoxoday employee engagement platform to deliver a personalized and engaging recognition and service award experience.\
    ​
  </Accordion>

  <Accordion title="What is the average time required for client-specific customizations?">
    The average time to implement Xoxoday platform customizations is typically 2–3 weeks, depending on complexity. This includes:

    * UI and branding changes
    * Workflow adjustments
    * Data structure modifications
    * Integrations with third-party systems

    Xoxoday supports white-labeling, gamified workflows, and feature configurations, ensuring the platform aligns seamlessly with your organization’s unique engagement and recognition requirements.\
    ​
  </Accordion>

  <Accordion title="What is the typical timeframe from contract signing to go-live?">
    The Xoxoday employee engagement platform typically goes live within 4–8 weeks from contract signing. This timeframe covers:

    * Project kickoff and stakeholder alignment
    * Branding and platform customization
    * System integrations (HRMS, SSO, communication tools)
    * Award setup and configuration reviews
    * User Acceptance Testing (UAT)

    A kick-off meeting is usually scheduled within the first week to define the project plan. Timelines may vary depending on data availability, resource allocation, and customization complexity.\
    ​
  </Accordion>

  <Accordion title="What is the implementation plan for Xoxoday’s employee engagement solution?">
    The Xoxoday employee engagement platform follows a structured, phased implementation plan to ensure a smooth and effective rollout:

    * Pre-implementation: Review SOW, secure Infosec clearance, finalize agreements (MSA), set up payment and subscription terms, and transition from sales to implementation.
    * Discovery & Planning: Define the launch team, set a go-live date, and align stakeholders on branding, creatives, and technical readiness.
    * Configuration & Integration: Integrate with HRIS, SSO, ERP, and communication platforms. Early IT collaboration ensures smooth system connectivity.
    * Customization & System Branding: Tailor the platform with company logos, brand colors, and themes to reinforce identity and professionalism.
    * Account Review & Testing: Conduct User Acceptance Testing (UAT) to verify platform functionality and ensure an intuitive experience.
    * Launch & Post-deployment Support: Go live with ongoing support, SLAs, and guidance to maximize engagement and recognition effectiveness.
  </Accordion>

  <Accordion title="Is there a dedicated IT support during the implementation phase?">
    Yes, we offer dedicated IT support during the project implementation phase. Our engineering team collaborates with the client's IT team to comprehend their IT infrastructure and unique integration requirements. This enables us to offer guidance and timely support, ensuring a seamless project implementation from an IT perspective.
  </Accordion>
</AccordionGroup>

## Interface

<AccordionGroup>
  <Accordion title="Can Xoxoday support multiple interface files for onboarding JV or non-core employees?">
    Yes, the Xoxoday Employee Recognition & Rewards platform fully supports multiple interface files to onboard both core and non-core employees (e.g., joint venture or contractor staff). Key features include:

    * Multiple Data Sources: Empuls can ingest employee data from separate HR systems or files via API, SFTP, or flat file uploads, maintaining independent data flows for JV entities or external partners.
    * Segmentation & Role Assignment: Employees can be tagged, grouped, and assigned roles, permissions, and award eligibility based on source system or entity type.
    * Custom Rules & Visibility Controls: Configure distinct recognition programs, reporting structures, and visibility scopes for core and JV employees within a single platform instance.
    * Audit & Sync Flexibility: Each integration source can have its own schedule, data validation rules, and update logic.
  </Accordion>

  <Accordion title="Is it possible to establish multiple HR interfaces feeding into the platform regularly?">
    Yes. Xoxoday’s employee engagement solution supports multi-source data ingestion on scheduled frequencies—daily, weekly, or near real-time. The platform can integrate with global HRIS platforms, such as SAP SuccessFactors, Workday, and Oracle, as well as regional databases, simultaneously. It supports advanced data mapping, transformation, and deduplication to ensure clean and consistent records across the system. This architecture ensures scalability and synchronization for distributed teams and complex HR environments.\
    ​
  </Accordion>
</AccordionGroup>

## IT

<AccordionGroup>
  <Accordion title="How can functions of the Xoxoday R&R platform be accessed or executed from other enterprise systems?">
    Xoxoday offers HTTPS-based web service endpoints that allow external systems to access and execute platform functions securely. These endpoints are RESTful APIs, designed for seamless integration with enterprise ecosystems. Organizations can use these APIs to trigger actions such as recognition, award issuance, user data sync, or survey deployment directly from HRMS, ERP, intranet portals, or collaboration tools. This enables automation and connectivity across different layers of the tech stack, ensuring data flows effortlessly while maintaining security and compliance.\
    ​
  </Accordion>

  <Accordion title="Can recognitions be sent to Xoxoday from other programs without developer or IT work?">
    Direct push from other programs isn’t supported. However, recognition and reward functionalities can be embedded using APIs and SDKs. Xoxoday integrates with:

    * ATS, PMS, and LMS systems to automate rewards based on triggers like employee referrals, performance goals, or learning milestones.
    * Collaboration tools like Microsoft Teams, Microsoft Viva, and Slack, enabling recognition, surveys, and reward programs within employees’ workflow.
    * HRMS platforms like Workday and SAP SuccessFactors for automatic syncing of employee data and milestone-based reward automation.
  </Accordion>

  <Accordion title="Is the product design service-enabled or built on SOA?">
    Yes, Xoxoday is built on a Service-Oriented Architecture (SOA) and is highly modular. Delivered as a SaaS solution, it provides customers with public APIs via SDKs for seamless integration with other enterprise applications or portals.\
    ​
  </Accordion>

  <Accordion title="Will our employees be able to set their own social privacy settings of the recognition platform? Please describe how this is accomplished.">
    Yes, employees have the flexibility to choose whether their recognitions are shared publicly or kept private. When giving or receiving recognition, individuals can set visibility preferences, ensuring that their appreciation moments align with their comfort level. This choice extends to milestone events like birthdays, work anniversaries, and service awards, where employees can control whether celebrations are visible across the organization. The platform integrates privacy options within user profiles and recognition workflows, allowing seamless customization of social sharing. This ensures a respectful and inclusive digital space while fostering authentic connections among colleagues.
  </Accordion>
</AccordionGroup>


# Integration with Webhook
Source: https://help-empuls.xoxoday.com/admin/integrations/other/integration-with-webhook

Trigger external workflows from Empuls events using a configurable webhook integration. It’s part of Empuls’s broader admin toolkit.

A webhook (also called a web callback or HTTP push API) allows an app to provide other applications with real-time information.

Integrations through webhooks allow for real-time integration, automatically updating and recalculating the programs set up in the Compass Admin platform.

Client organisations without a CRM or custom CRM systems can opt for Webhook integration.

Webhooks can be used for custom or in-house CRMs/systems and are flexible in any schema format; Compass will fetch the data, transform it into an acceptable format and then push it into the system based on the template configured on the Compass system beforehand.

If you need more details about using webhooks to integrate with Compass, contact [cs@xoxoday.com](mailto:cs@xoxoday.com).

<Frame>
  <img alt="Webhook integration data process flow into Compass" />
</Frame>

*Webhook integration data process flow*


# Logs
Source: https://help-empuls.xoxoday.com/admin/integrations/other/logs

Monitor and troubleshoot Empuls integration activity using detailed event logs. Admins can configure this from the Empuls control panel.

**Quick explainer video:**

[https://app.supademo.com/demo/cly3zo9jk0as2mb30uoj5afvv?preview=true](https://app.supademo.com/demo/cly3zo9jk0as2mb30uoj5afvv?preview=true)
​
Manual CSV uploads are an integral part of Compass's value proposition—they’re one of the most widely used methods for feeding data into the system, apart from integration.

When the user uploads the data (user/event), the Logs feature helps the end user to see the status of the corresponding upload in real time (uploading/ completed) with the number of records created/skipped once the upload completes.

There are 6 user data points for end users to see for themselves and monitor their uploads against them:

* **File Name**
* **Upload Date**
* **Uploaded By**
* **Uploaded To**
* **Records Created**
* **Records Skipped**

While the first 4 elements help maintain logs and information about uploads made in the past, ‘Records created’ and ‘Record Skipped’ help end users determine whether the corresponding upload was successful.

## Understanding how logs work

As soon as the user uploads a file in a corresponding event/user template, a corresponding record is added at the top of the Logs page/table stating the status of the upload as ‘Processing’ under Records created (please see screenshot below for reference):

<Frame>
  <img alt="Logs table showing a new upload with Processing status under Records Created" />
</Frame>

A successful upload is indicated by the expected number of records under ‘Records Created’ and zero under ‘Records Skipped’.

<Frame>
  <img alt="Logs table with completed upload, expected Records Created count and zero skipped" />
</Frame>

The number of record(s) that fail to upload can be viewed under the ‘Records Skipped’ column. By downloading the CSV file by clicking on the download button next to this number, we can view these records and the reason for the failure as the error message in the last column of the downloaded CSV.

The expectation/next step is to fix these errors and reupload the file for the complete data upload.

## Example Use Case

In the below example, two records are being uploaded but one has a different date format than what is expected in the template (dd-mm-yyyy)

<Frame>
  <img alt="Sample CSV upload with mismatched date format in one of two records" />
</Frame>

<Frame>
  <img alt="Logs entry showing one record skipped with downloadable error CSV" />
</Frame>

Based on the error message in the last column of downloaded error file from Compass, the end user is expected to make the rectification and upload the same file:

<Frame>
  <img alt="Downloaded error CSV showing the validation error message column" />
</Frame>

<Frame>
  <img alt="Re-uploaded CSV in Logs with all records created successfully" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Postman collection
Source: https://help-empuls.xoxoday.com/admin/integrations/other/postman-collection

Test the Empuls API quickly using a ready-made Postman collection for developers. Admins can configure this from the Empuls control panel.

# Empuls v1 API

## Introduction

Empuls API is a simple way to access Empuls internal APIs without requiring the user to go through to the web interface. At its core for authentication empuls uses OAuth 2.0 which allows API clients to access protected resources on behalf of a user without requiring the user's credentials. This document describes the API and its usage.

## How to use this collection

* Use the **EmpulsAPI v1** postman environment.
* Enter `base_url` variable. This is usually the URL of the Empuls portal. ie. `https://abc.xoxoday.com`
* Enter the credentials provided by empuls team in `client_id, client_secret, refresh_token` variables.
* Enter the email of the user you want to use the services as in the `as_user` variable.
* Save the environment using `ctrl+s` or `cmd+s`.
* Run the `Authentication/Company Access Token` endpoint to generate access\_token. This access\_token will be automatically used in the Services APIs

***

## Authentication

The Empuls OAuth authentication flow consists of the following steps:

* The empuls internal team will generate and share the Client ID, Client Secret, and Refresh Token with the user.
* Use the given credentials to fetch Access Token using the `/chef/v1/oauth/token/company` endpoint
* Send the Access Token in the Authorization header as `Bearer` for all the Sevices API
* Send the email of the person you want to access the resources in `as_user` header.

You must include `Authorization` and `as_user` request header in each request to the Empuls API.

Point to note :

* The access token will be valid for 1 day
* The refresh token will be valid for 60 days
* Each time an Access token is generated, the Refresh token expiration date is extended 60 days from that time

In this collection, we store Access Token/Hash and other variables in the environment and automatically use them as necessary.

## Authentication error response

If an API key is missing, malformed, or invalid, you will receive an HTTP 401 Unauthorized response code.

503 response

An HTTP `503` response from our servers indicates there is an unexpected spike in API access traffic. The server is usually operational within the next five minutes.

AuthorizationBearer TokenToken`#{access_token}`

## Authentication

This endpoint lets users generate Access Token to use for authentication

AuthorizationBearer TokenThis folder is using an authorization helper from the collection Empuls v1 API

**POSTGet Company Access Token**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-864933b8-6289-448d-b68a-9848f6288cc2)`#{base_url}`/chef/v1/oauth/token/company

Gets information about the authenticated user.

Bodyraw (json)json

```
{
    "client_id": "#`{client_id}`",
    "client_secret":"#`{client_secret}`",
    "refresh_token":"#`{refresh_token}`",
    "grant_type":"refresh_token"
}
```

## Services

Services Collection contains all the available services accessible via API

AuthorizationBearer TokenThis folder is using an authorization helper from the collection Empuls v1 API

## Appreciation

AuthorizationBearer TokenThis folder is using an authorization helper from the collection Empuls v1 API

## POSTSend Award

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-5cd8ac26-f8b7-45df-96e5-7bada2886a0b)`#{base_url}`/chef/api/sdk/award.mutation.sendAwardAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIRequest Headersas\_user`#{as_user}`Bodyraw (json)json

```
{
    "award_id":"id of the award",
    "recipients":["user1@test.com","user2@test.com"],
    "citation_message":"citation message for the award",
    "points": 0,
    "budget_id":"id of the budget from which the points will be deducted",
    "group_id":"id of the group where the feed will be posted"
}
```

**POSTSend Appreciation**

[OpenRequest](https://www.postman.com/soujanyaxoxo/request/6243704-3fef2f16-5056-4550-9f69-6c65f04f6387)`#{base_url}`/chef/api/sdk/award.mutation.sendAppreciationAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIRequest Headersas\_user`#{as_user}`Bodyraw (json)json

```
{
    "hashtag":"#AppreciationName",
    "recipients":["user1@test.com","user2@test.com"],
    "citation_message":"citation message for the award",
    "group_id":"id of the group where the feed will be posted"
}
```

## Gifting

AuthorizationBearer TokenThis folder is using an authorization helper from collection Empuls v1 API

**POSTSend Gift**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-ca2649d5-5ce5-40a0-a44f-82bbadbc80c1)`#{base_url}`/chef/api/sdk/gift.mutation.sendGiftAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIRequest Headersas\_user`#{as_user}`Bodyraw (json)View Morejson

```
{
    "gift_id":"id of the gift",
    "recipients":["user1@test.com","user2@test.com"],
    "condition":"optional use instead of recipients. sending both will result in error",
    "points":0
}
```

## Webview

AuthorizationBearer TokenThis folder is using an authorization helper from collection Empuls v1 API

**GETWebview**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-e9be426e-fe9d-4fc3-ae65-62f1422b0a28)`#{base_url}`/chef/api/webview?authorization=`#{access_token}`\&as\_user=`#{as_user}`\&landing\_page=appreciation\&timestamp=#`{timestamp}`\&hash=#`{hash}`Query Paramsauthorization`#{access_token}`as\_user`#{as_user}`landing\_pageappreciationtimestamp#`{timestamp}`hash#`{hash}`

## Reporting

AuthorizationBearer TokenThis folder is using an authorization helper from collection Empuls v1 API

**POSTAward Reports**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-f9505960-e22f-4841-908f-9150b7f9058f)`#{base_url}`/chef/api/sdk/admin\_reports.query.award\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-04-21",
    "end_date": "2020-05-21",
    "timezone": "+05:30",
    "sorting": "fdc:desc",
    "filters":"{}"
}
```

**POSTBudget Reports**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-bd949da1-60c4-4a23-98b0-1f583fcc83ca)`#{base_url}`/chef/api/sdk/admin\_reports.query.budget\_points\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-04-21",
    "end_date": "2020-05-21",
    "timezone": "+05:30",
    "filters":"{}"
}
```

**POSTBudget Transaction**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-ec2adcf2-447c-495e-b79c-afa9d21f6941)`#{base_url}`/chef/api/sdk/admin\_reports.query.budget\_transactions\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit":10,
    "offset":0,
    "start_date":"2023-01-07",
    "end_date":"2020-02-06",
    "timezone":"+05:30",
    "filters":"{}"
}
```

**POSTConversation Reports**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-d4ffab7f-eeeb-4311-99ca-a06ef087557f)`#{base_url}`/chef/api/sdk/admin\_reports.query.conversation\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-01-07",
    "end_date": "2023-02-06",
    "timezone": "+05:30",
    "sorting": "cat:desc",
    "filters":"{}"
}
```

**POSTCore Value Reports**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-2b924bba-1209-4fc4-9f16-7e90a9179e94)`#{base_url}`/chef/api/sdk/admin\_reports.query.corevalue\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-01-08",
    "end_date": "2023-02-07",
    "timezone": "+05:30",
    "filters":"{}"
}
```

**POSTGift Reports**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-6b9f7dbc-999d-4892-a053-c45fe7d377f7)`#{base_url}`/chef/api/sdk/admin\_reports.query.gift\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-01-08",
    "end_date": "2023-02-07",
    "timezone": "+05:30",
    "filters":"{}"
}
```

**POSTLeaderboard Reports**

**[Open](https://www.postman.com/soujanyaxoxo/request/6243704-1538bb0c-8a27-49f8-a9fa-8183ce44daec)** [Request](https://www.postman.com/soujanyaxoxo/request/6243704-1538bb0c-8a27-49f8-a9fa-8183ce44daec)`#{base_url}`/chef/api/sdk/admin\_reports.query.leaderboard\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-01-08",
    "end_date": "2023-02-07",
    "timezone": "+05:30",
    "sorting": "fed:desc",
    "filters":"{}"
}
```

**POSTLogin Reports**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-51071ee7-a371-4d31-a707-10ba58447185)`#{base_url}`/chef/api/sdk/admin\_reports.query.engagement\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-01-08",
    "end_date": "2023-02-07",
    "timezone": "+05:30",
    "filters":"{}"
}
```

**POSTNomination Reports**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-9ef776f5-c31e-410a-bab2-fb1136b69e5a)`#{base_url}`/chef/api/sdk/admin\_reports.query.nomination\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-01-08",
    "end_date": "2023-02-07",
    "timezone": "+05:30",
    "sorting": "days_since:asc",
    "filters":"{}"
}
```

**POSTRedemption Reports**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-bf12d034-3e79-489b-9489-3669045522c6)`#{base_url}`/chef/api/sdk/admin\_reports.query.redemption\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-01-08",
    "end_date": "2023-02-07",
    "timezone": "+05:30",
    "sorting": "fdc_utc:desc",
    "filters":"{}"
}
```

**POSTReward Point Expiry Reports**

**[Open](https://www.postman.com/soujanyaxoxo/request/6243704-ed0d5793-befa-49e1-ae76-9bb12c08b23e)** [Request](https://www.postman.com/soujanyaxoxo/request/6243704-ed0d5793-befa-49e1-ae76-9bb12c08b23e)`#{base_url}`/chef/api/sdk/admin\_reports.query.point\_expiry\_queryAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

Copy

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-01-08",
    "end_date": "2023-02-07",
    "timezone": "+05:30",
    "sorting": "date_created:desc",
    "filters":"{}"
}
```

**POSTSurvey Reports**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-f9623b2b-5613-44b9-9c6b-f1ec3366264a)`#{base_url}`/chef/api/sdk/insightReport.query.getSurveyDataListAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "limit": 10,
    "offset": 0,
    "start_date": "2023-01-08",
    "end_date": "2023-02-07",
    "timezone": "+05:30",
    "filters":"{}"
}
```

## UserProfile

AuthorizationBearer TokenThis folder is using an authorization helper from collection Empuls v1 API

**POSTFetch User Profile**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-91ed665e-5e74-4ea1-8d30-dd31734eb169)`#{base_url}`/chef/api/sdk/profile.query.getProfileAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)View Morejson

```
{
    "fields": [
        "high_priority_actions",
        "survey_quiz_invites",
        "my_profile",
        "notifications",
        "awards_achievements_received",
        "award_approval_requests"
    ],
    "limit": 10,
    "offset": 0
}
```

## Feeds

AuthorizationBearer TokenThis folder is using an authorization helper from collection Empuls v1 API

**POSTFetch Feeds**

[Open Request](https://www.postman.com/soujanyaxoxo/request/6243704-fc5b36a7-1c0c-4aa1-b03e-91c02af95222)`#{base_url}`/chef/api/sdk/feed.query.getFeedAuthorizationBearer TokenThis request is using an authorization helper from collection Empuls v1 APIBodyraw (json)json

```
{
    "group_id":"1686164069300-ecbd6cd6-d061-40ad-b35d-1da72568262d",
    "type": ["appreciate","awards"],
    "fetch_pinned_posts_only": true,
    "limit": 10,
    "offset": 0
}
```


# Empuls software development kit
Source: https://help-empuls.xoxoday.com/admin/integrations/other/sdk

Embed Empuls into your own intranet or app using the Empuls software development kit. This guide walks through the setup step by step.

## Business Objective

To build a white-labelled rewards solution within the intranet to address the branding needs of the organization.

## Goals

Build a white-labelled rewards and recognition solution that can be adopted by organizations via integrations.

## Non-Goals

Additional Empuls features like Leaderboard, Surveys, Groups, etc are not in scope for this program.

## Assumptions

The white-labeled product solution is targeted towards the end-users i.e. employee and manager persona. Admin functions like HR associated with managing the reward program will access the Empuls web app to configure the rewards program.

## Features Index

Here are the features covered as part of this documentation. Click on the respective link to view the sample request and response.

1. [Authentication & Authorisation](#h_f1b9c77969)
2. [Appreciate (Webview & API)](#h_3f45a17952)
3. [Send Gifts (API)](#h_b5b5941008)
4. [Redeem Reward Points](#h_e654de5caf)
5. [Home Page](#h_bfadd0577c)
6. [Reports](#h_27ad6e3ed0)
7. [Fetch Awards Issued API](#h_12762c6108)
8. [Fetch Core Values API](#h_9ca4aea2ba)

## 1. Authentication & Authorisation

The customer will be able to initiate the integration using the Client ID, Client Secret, and Refresh Token. These inputs will be provided by the Empuls team upon request.

Few things to note while setting up this integration

* The client is required to generate the access token using the Client ID, Client Secret, and Refresh token provided. This access token will be valid for 1 day.
* The refresh token gets updated every time a new access token is generated. The refresh token will be valid for 60 days.

Here are the request and the response templates for the Empuls OAuth authentication flow

*Request:*

```text theme={null}
curl -X POST https://#{{subdomain}}.xoxoday.com/chef/v1/OAuth/token/company -d '{ "grant_type":"refresh_token", "refresh_token":"xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx", "client_id":"xxxxxxxxxxxxxxxxxxxxxxxxxxx", "client_secret":"xxxxxxxxxxxxxxxxxxxxxxxxxxxxx" }'
```

*Response in case of a valid request:*

```text theme={null}
{ "access_token": "xoxoc-eysdkhsdbjbdfsNvbnRlbnQiOnsiaXNzdWVkRm9yIjoiRnJlc2h3b3JrcyIsInNjb3BlIjoiIiwiaXNzdWVkQXQiOjE1NTk4MDQ1NTAxMzYsImV4cGlyZXNBdCI6IjIwMTktMDctMDZUMDc6MDI6MzAuMTM2WiIsInRva2VuX3R5cGUiOiJDT01QQU5ZIn0sImFfdCI6ImY3ZWM1MWMyYmE0ZGNmNzY2ZWE0ZDExMTI3ZjEzZjQzZjAwZmNhsdjhfbsfdjblfs", "token_type": "bearer", "expires_in": 86400, //seconds "refresh_token": "sdff064be187f42e9238122ef9d7a985c8800dff3752" }
```

*Error Response:*

```text theme={null}
{ "error": "invalid_request", "error_description": "missing/invalid parameters authorization header" }
```

The client can now use the access token to access the Empuls API and Webview on behalf of the user. The authorization for web-view generation and API requests are provided in the next section.

**Authorization for Web view**

Here is the request preview for the authorization request format for the generation of a web view for Empuls features.

*Request URL:*

```text theme={null}
https://#{{subdomain}}.xoxoday.com/chef/api/webview?authorization=#{{access_token}}&as_user=#{{as_user}}&timestamp=#{{timestamp}}&hash=#{{hash}}&&landing_page=#{{landing_page}}
```

| Query Parameter Key | Value                                                                | Comments                                                                                                                                                      |
| ------------------- | -------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| authorization       | Access Token                                                         | Required. Token obtained from Authentication For eg. xoxoc-eysdkhsdbjbdfsxxxx                                                                                 |
| as\_user            | URL encoded email id of the user who is performing the action        | Required. For [eg:john@xoxoday.com](eg:john@xoxoday.com)                                                                                                      |
| timestamp           | Epoch unix timestamp in milliseconds                                 | Required. The timestamp of the request must be not older than 5 minutes. For eg. 1679556062000                                                                |
| hash                | This is the SHA512 hash generated from the following String.as\_user | “timestamp” will be UTC timestamp/EPOCH on the server side. Any request where the time difference is greater than 300 seconds will be rejected by our server. |

For eg. SHA512("[john@xoxoday.com](mailto:john@xoxoday.com)|1679556062000|a281f3e0cc00g560359e620328231a8e18a034b40bced5679f087110150180ad") | | landing\_page | This value will determine the page to be loaded on the web view. Supported values - appreciation, redemption, home | Optional. If not mentioned home will be the landing page by default. |

**Authorization for API Requests**

The client can access the protected resources on the server via API’s by following the request format provided.

```text theme={null}
curl -X POST 'https://#{{subdomain}}.xoxoday.com/chef/api/award.mutation.sendAward' \\ -H 'Authorization: Bearer <Token>' \\ -H 'as_user: apiUser@xyz.com' \\ -H 'Content-Type: application/json' \\ -d '{ .... .... .... .... }'
```

Few points to note:

* The Get requests may not require an access token whereas POST requests pertaining to write functions may require a taken with a specific scope.
* The client also needs to share the end-user email id as registered on Empuls in the **as\_user** request header to call the API on behalf of a particular user.

## **2. Appreciate**

The users can send appreciations, and awards or submit nominations using the Appreciate feature on Empuls. The same capability can be made available within the client systems by means of webview.

Here is the video preview of the web view of Appreciate feature

[Appreciate Webview on MS Teams App](https://www.hippovideo.io/video/play/a-AlqUfcD6at_0nXPwQCElwp7HSOHfjsafomFTPWzxk?hvlk=zJKXKOD17XNl\&org_tok=9fInNo4SxfS7he-wYFN20g\&hvre=false&_=1683873534585)

*Request URL for Appreciate Web-view:*

```text theme={null}
https://#{{subdomain}}.xoxoday.com/chef/api/webview?authorization=#{{access_token}}&as_user=#{{as_user}}&timestamp=#{{timestamp}}&hash=#{{hash}}&&landing_page=appreciation
```

Refer Authorization for Web-view section for more details.

**Appreciate API Request**

Appreciate API allows you to automate rewarding end users for various business use cases. This option best suits performance management systems that automatically reward employees for achieving their quarterly/annual goals.

**Request Message**

```text theme={null}
curl -X POST 'https://#{{subdomain}}.xoxoday.com/chef/api/award.mutation.sendAward' \\ -H 'Authorization: Bearer <Token>' \\ -H 'as_user: apiUser@xyz.com' \\ -H 'Content-Type: application/json' \\ -d '{ "award_id": "xxxxxxxxxxxxxxxxxx", "recipients": ["user1@xyz.com","user2@xyz.com"], "budget_id": "xxxxxxxx", "citation_message": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx", "points": 10, "group_id": "xxxxxxxxxxxxxxxxxxxxxx" }'
```

**Header**

<Frame>
  <img alt="Authorization header structure for the Appreciate API request" />
</Frame>

**Payload**

<Frame>
  <img alt="Appreciate API payload fields including award_id, recipients, and citation" />
</Frame>

**Response**

```text theme={null}
{ "data": { "sendAward": { "success": 1, "status": 201, "message": "Award sent successfully", "appreciation_id": "xxxxx0542fxxxxxad4050", "error_code": null } } }
```

<Frame>
  <img alt="Sample success response returned by the Appreciate API" />
</Frame>

## 3. Send Gifts In Testing

Send Gifts API allows you to automate gifting end users for various business use cases. This option is best suited for referral, learning management systems, and other business applications that intend to incentive employees with points for actions that are not associated with their performance at their job. Here is a video walkthrough of the gifts feature on Empuls.

[Send Gifts Experience (For Integrations)](https://www.hippovideo.io/video/play/Rh_XxrBXkClhW5_zOoVFSDtwWYuu7NhQWJjP03MzIyw?hvlk=Vm7PgpegBQ5R\&org_tok=9fInNo4SxfS7he-wYFN20g\&hvre=false&_=1685003430521)

P.S: Unlike Awards, Gifts do not generate any feed messages on townhall or any groups.

***API Request***

```text theme={null}
curl -X POST 'https://#{{subdomain}}.xoxoday.com/chef/api/award.mutation.sendGift' \\ -H 'Authorization: Bearer <Token>' \\ -H 'as_user: apiUser@xyz.com' \\ -H 'Content-Type: application/json' \\ -d '{ "gift_id": "xxxxxxxxxxxxxxxxxx", "recipients": ["user1@xyz.com","user2@xyz.com"] }'
```

**Header**

<Frame>
  <img alt="Authorization header structure for the Send Gift API request" />
</Frame>

**Payload**

<Frame>
  <img alt="Send Gift API payload fields with gift_id and recipients" />
</Frame>

***Response***

```text theme={null}
{ "data": { "sendGift": { "success": 1, "status": 201, "message": "Gift sent successfully", "gift_transaction_id": "xxxxx0542fxxxxxad4050", "error_code": null } } }
```

<Frame>
  <img alt="Sample success response returned by the Send Gift API" />
</Frame>

## 4. Redeem Reward Points

The users can redeem the reward points they have accumulated in their Empuls account on Empuls Store. The client system can allow users with points to open the Empuls store on a web view to allow them to purchase gift cards using the points

Here is the video preview of the web view of the redemption feature:

[Web view of Empuls Store](https://www.hippovideo.io/video/play/X9ly3dXjUVLqYkE98gp70Z3Uf7ippcOU1oWBsKr2tZc?hvlk=86oP6LgWNXvY\&org_tok=9fInNo4SxfS7he-wYFN20g\&hvre=false&_=1683874620480)

***Request URL for Redemption Web-view***

```text theme={null}
https://#{{subdomain}}.xoxoday.com/chef/api/webview?authorization=#{{access_token}}&as_user=#{{as_user}}&timestamp=#{{timestamp}}&hash=#{{hash}}&&landing_page=home
```

Refer Authorization for Web-view section for more details.

## 5. Home

The home page is a common landing page that allows users to do everything that the Empuls web app offers. This includes the option to give awards, redeem points, view updates of your organization, and more.

Here is the video preview of the web view of the home page

[Home Page Web view](https://www.hippovideo.io/video/play/iQArsCUeIPVfdFu8jQcKQ365iX04pqI_d5l-fylKPeY?hvlk=NleXJOn0Okmj\&org_tok=9fInNo4SxfS7he-wYFN20g\&hvre=false&_=1683885469336)

***Request URL for Home Page Web-view:***

```text theme={null}
https://#{{subdomain}}.xoxoday.com/chef/api/webview?authorization=#{{access_token}}&as_user=#{{as_user}}&timestamp=#{{timestamp}}&hash=#{{hash}}&&landing_page=home
```

## 6. Reports

Reports API shares the various details captured as part of the Empuls reports. This will span across features and provides you insights about different aspects of the rewards program on Empuls.

### **6.1 Fetch Awards Issued API**

This API allows you to fetch the list of all awards issued within a given time period.

***API Request***

```text theme={null}
curl --location '<https://empulsaccounts.xoxoday.com/chef/v1/oauth/api/admin_reports.query.award_query>' \\ -H 'Authorization: Bearer <Token>' \\ -H 'as_user: apiUser@xyz.com' \\ -H 'Content-Type: application/json' \\ -d '{ "limit": 10, "offset": 0, "start_date": "2021-04-21", "end_date": "2021-05-21", "timezone": "+05:30", "sorting": "fdc:desc" }'
```

**Header**

<Frame>
  <img alt="Authorization header structure for the Fetch Awards Issued API request" />
</Frame>

**Payload**

<Frame>
  <img alt="Fetch Awards Issued API payload with limit, offset, date range, and sorting" />
</Frame>

***Response***

```text theme={null}
{  "data": {    "fetchAwardInfo": {      "success": "1",      "res": [        {          "approval_status": "Approved",          "award_name": "Nomination Indi + team",          "budget_name": "Personal Budget",          "fdc": "2021-05-17 07:34:24 PM",          "budget_owner": {            "success": 1,            "data": [              {                "employee_first_name": "Demo10",                "employee_middle_name": null,                "employee_last_name": "",                "employee_email": null,                "employee_id": null              }            ]          },          "nominator_details": {            "success": 1,            "data": [              {                "employee_first_name": "CHIRAG1",                "employee_middle_name": "",                "employee_last_name": "SHARMA",                "employee_email": "chirag+demo10@xoxoday.com",                "employee_id": "Demo901"              }            ]          },          "nominee_details": {            "success": 1,            "data": [              {                "employee_first_name": "Chirag DEMO",                "employee_middle_name": "",                "employee_last_name": "12",                "employee_email": "chirag+demo12@xoxoday.com",                "employee_id": "Demo903"              }            ]          },          "approver_details": {            "success": 1,            "data": [              {                "employee_first_name": "CHIRAG1",                "employee_middle_name": "",                "employee_last_name": "SHARMA",                "employee_email": "chirag+demo10@xoxoday.com",                "employee_id": "Demo901"              }            ]          },          "total_points": "1",          "fdm": "2021-05-17 07:34:51 PM",          "citation": "Hello Us",          "image_url": "<https://imagestore-002.xoxoday.com/image/clients/10479500000000000/award/1612935048219.jpeg?versionId=ElO687ViMOPRsbKEcum8tx6ViT_JjGIu>"        }      ],      "total": 1    }  }}
```

<Frame>
  <img alt="Fetch Awards Issued API response field reference table" />
</Frame>

1. Approved: if the award is issued,
2. Revoked: If the award issued was taken back | | budget\_owner | Owner of the budget used to issue this award | | | nominator\_details | User who nominated the recipients for this award | | | nominee\_details | Recipients of the award | Can consist of 1 or more users. | | approver\_details | Details of the user who reviewed this nomination at the final level | Blank in case of spot / Instant awards. | | citation | Recognition message shared by the nominator for giving this award/ submitting the nomination | | | image\_url | Recognition image published on Empuls feeds | | | error\_code | null or one of the unique error identifier | String. Blank in case of a successful transaction. |

### **6.2 Fetch Core Values API**

This API allows you to fetch the list of all non-monetary recognitions i.e. core values issued between a given time period.

***API Request***

```text theme={null}
curl --location '<https://empulsaccounts.xoxoday.com/chef/v1/oauth/api/admin_reports.query.corevalue_query>' \\-H 'Authorization: Bearer <Token>' \\-H 'as_user: apiUser@xyz.com' \\-H 'Content-Type: application/json' \\-d '{      "limit":10,			"offset":0,			"start_date":"2023-04-25",			"end_date":"2023-05-25",			"timezone":"+05:30"			"sorting": "fdc:desc"}'
```

**Header**

<Frame>
  <img alt="Authorization header structure for the Fetch Core Values API request" />
</Frame>

**Payload**

<Frame>
  <img alt="Fetch Core Values API payload with limit, offset, date range, and sorting" />
</Frame>

***Response***

```text theme={null}
{  "data": {    "fetchCorevalue": {      "success": 1,      "status": 200,      "res": [        {          "id": "1684945052973-1fe264b0-f24a-4cfc-912e-18e3b4c46ccd",          "sender_id": 913877,          "receiver_id": 965508,          "company_id": null,          "sender_company_department_id": null,          "sender_department_name": null,          "sender_company_site_id": null,          "sender_site_name": null,          "sender_grade_id": null,          "sender_grade_name": null,          "sender_company_designation_id": null,          "sender_designation_name": null,          "sender_company_business_unit_id": null,          "sender_business_unit_name": null,          "sender_cost_center_id": null,          "sender_costcenter_name": null,          "receiver_company_department_id": null,          "receiver_department_name": null,          "receiver_company_site_id": null,          "receiver_site_name": null,          "receiver_grade_id": null,          "receiver_grade_name": null,          "receiver_company_designation_id": null,          "receiver_designation_name": null,          "receiver_company_business_unit_id": null,          "receiver_business_unit_name": null,          "receiver_cost_center_id": null,          "receiver_costcenter_name": null,          "citation": "#Looknewemployee Nethra Nethra12  Congratulations !!!",          "hashtags": null,          "created_date": "2023-05-24 21:47:32",          "status": "Published",          "badge_id": 21713,          "core_value": "LookNewEmployee",          "sender_name": "Nethra",          "sender_email": "nethra+demo10@xoxoday.com",          "receiver_name": "Nethra12",          "receiver_email": "nethra+demo12@xoxoday.com",          "receiver_emp_id": "Demo1230",          "sender_emp_id": "Demo1113",          "image_url": "<https://imagestore-001.xoxoday.com/enterprise2/icons/ValueBadges/colored-Cordiality.png>",          "group_id": "a7d7a413-6167-4891-bff2-74e288fcfb96-1602511408149"        }       ],      "total": 1    }  }}
```

<Frame>
  <img alt="Fetch Core Values API response field reference table" />
</Frame>

## Global Error Handling

The OAuth API returns different error codes and messages depending on the nature of the error. The client can handle these errors to fail gracefully. These messages can also be used to provide guidance on expected actions from end users.

Here are some common error codes and messages that the OAuth API may return:

* 400 Bad Request: Invalid request parameters.
  * award.InvalidEmailFormat
  * award.awardNotFound
* 401 Unauthorised: Invalid or expired access token.
* 403 Forbidden: The client does not have permission to access the requested resource.
* 500 Internal Server Error: An error occurred on the server.


# SFTP integrations
Source: https://help-empuls.xoxoday.com/admin/integrations/other/sftp

Sync employee and transaction data between Empuls and your systems over secure SFTP transfer. No coding required for most teams.

Compass integrates with SFTP seamlessly and without any coding. It's an automated solution that fetches client data from the client's or Compass SFTP server and transfers it to Compass. SFTP is an industry-standard protocol that's cost-effective and easy to implement.

## **How does the integration work?**

<Frame>
  <img alt="Diagram of how Compass syncs client data via the SFTP integration" />
</Frame>

<Steps>
  <Step title="Connect your database">
    Our expert tech team will work with you to bring in your data from the database of your choice. Data protection is of utmost importance to us so we ensure a smooth transition.
  </Step>

  <Step title="Map Fields">
    Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.
  </Step>

  <Step title="Create incentive programs">
    Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.
  </Step>
</Steps>

## **How to set up this integration?**

Reach out to your account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# SFTP integrations
Source: https://help-empuls.xoxoday.com/admin/integrations/other/sftp-integrations

Move employee and reward data between Empuls and other systems using SFTP-based integrations. Built to save HR and admin teams time.

Compass integrates with SFTP seamlessly and without any coding. It's an automated solution that fetches client data from the client's or Compass SFTP server and transfers it to Compass. SFTP is an industry-standard protocol that's cost-effective and easy to implement.

## **How does the integration work?**

<Frame>
  <img alt="Compass SFTP integration flow from client server to incentive programs" />
</Frame>

<Steps>
  <Step title="Connect your database">
    Our expert tech team will work with you to bring in your data from the database of your choice. Data protection is of utmost importance to us so we ensure a smooth transition.
  </Step>

  <Step title="Map Fields">
    Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.
  </Step>

  <Step title="Create incentive programs">
    Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.
  </Step>
</Steps>

## **How to set up this integration?**

Reach out to your account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Integration with Webhook
Source: https://help-empuls.xoxoday.com/admin/integrations/other/webhook

Send Empuls event data to your own systems in real time using webhook integrations. No coding required for most teams.

A webhook (also called a web callback or HTTP push API) allows an app to provide other applications with real-time information.

Integrations through webhooks allow for real-time integration, automatically updating and recalculating the programs set up in the Compass Admin platform.

Client organisations without a CRM or custom CRM systems can opt for Webhook integration.

Webhooks can be used for custom or in-house CRMs/systems and are flexible in any schema format; Compass will fetch the data, transform it into an acceptable format and then push it into the system based on the template configured on the Compass system beforehand.

If you need more details about using webhooks to integrate with Compass, contact [cs@xoxoday.com](mailto:cs@xoxoday.com).

<Frame>
  <img alt="Webhook integration data process flow into Compass" />
</Frame>

*Webhook integration data process flow*


# Zoho Books
Source: https://help-empuls.xoxoday.com/admin/integrations/other/zoho-books

Sync reward and redemption data between Empuls and Zoho Books for easier accounting. This guide walks through the setup step by step.

Enhance transparency in your sales commission management while boosting accountability. Utilize our native integration to seamlessly import sales data from your Zoho Books, predict earnings, and ensure error-free commission calculations.

## How does the integration work?

<Frame>
  <img alt="Compass Zoho Books integration flow from sales data to incentive programs" />
</Frame>

## Step 1: Connect your database

After logging into Compass go to the integrations tab and select Zoho Books. Login with relevant credentials and authenticate the data transfer. Select the objects that you want to import.

## Step 2: Map Fields

Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.

## Step 3: Create incentive programs

Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.

# How to set up this integration?

Reach out to your account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Zoho
Source: https://help-empuls.xoxoday.com/admin/integrations/zoho

Connect Zoho People for HR sync, Zoho CRM for sales recognition, or Zoho Mail — one OAuth flow, multiple Zoho products.

The Zoho integration covers multiple Zoho products from a single connection. Connect **Zoho People** to sync your employee directory; connect **Zoho CRM** to surface sales achievements as recognition events; connect **Zoho Mail** so Empuls notifications respect your Zoho mail policies. You authorize Empuls once and pick which Zoho products to enable.

## Before you start

* You must be a **Super Admin** in Empuls.
* You need a Zoho admin account with permission to authorize third-party apps for the Zoho products you want to connect.
* Decide upfront which Zoho products are in scope. You can add more later but each requires its own scope grant.

## Connect Zoho

<Steps>
  <Step title="Open the Zoho card">
    From the Integrations hub, click **Zoho** and then **Configure**.
  </Step>

  <Step title="Choose which Zoho products to connect">
    Check **Zoho People**, **Zoho CRM**, and/or **Zoho Mail**. Each product adds its own OAuth scopes to the consent step.
  </Step>

  <Step title="Authorize in Zoho">
    Empuls redirects to Zoho's OAuth consent screen with the combined scope set. Sign in with a Zoho admin and approve.
  </Step>

  <Step title="Configure each product">
    For each product you connected:

    * **Zoho People** — Confirm directory preview, map fields, run initial sync.
    * **Zoho CRM** — Pick which CRM events (closed-won deals, quota achievements) should generate recognition events in Empuls.
    * **Zoho Mail** — Verify the sender address Empuls should use; confirm DMARC/SPF on your Zoho domain.
  </Step>
</Steps>

## Zoho People sync

Same directory sync pattern as other HRIS connectors:

| Zoho People field | Empuls field           |
| ----------------- | ---------------------- |
| First / last name | First Name / Last Name |
| Email             | Email                  |
| Department        | Department             |
| Designation       | Designation            |
| Reporting manager | Reporting manager      |
| Status            | Active / Inactive      |

## Zoho CRM-driven recognition

When you enable the CRM connection, Empuls subscribes to selected CRM events. Each event creates a feed post and optionally awards reward points. Common configurations:

* **Closed-won deal** — Post celebration to the sales channel; award points to the deal owner.
* **Quarterly quota hit** — Public recognition post; configurable point value.
* **New customer signed** — Welcome celebration; no points by default.

Choose specific deal stages or dollar thresholds to filter which events generate recognition.

## Zoho Mail handoff

When you enable Zoho Mail, Empuls notifications are sent through your Zoho mail server using a designated sender address. This is useful when corporate mail policy requires all outbound mail to flow through Zoho.

## Reconnect or disconnect

Each Zoho product can be reconnected or disconnected independently from the Zoho integration page.

## Limits and gotchas

* Disconnecting Zoho People stops directory sync but does not deactivate already-imported users.
* Zoho CRM event subscriptions count against your CRM API quota. Use filters to avoid generating a recognition post for every deal-stage change.
* Zoho Mail requires your domain's DMARC/SPF records to whitelist Empuls — Empuls will surface the exact records you need to add.

## Related

<CardGroup>
  <Card title="HRMS integration overview" href="/admin/integrations/hris-hrms">
    Connect and sync your HR system with Empuls.
  </Card>

  <Card title="Reward governance" href="/admin/programs/reward-governance">
    Set limits on automated CRM-driven recognition.
  </Card>

  <Card title="Awards & core values" href="/admin/programs/awards-core-values">
    Define the awards CRM events trigger.
  </Card>
</CardGroup>


# Branding
Source: https://help-empuls.xoxoday.com/admin/platform-settings/branding

Customize your Empuls platform with your company logo, brand colors, custom domain, and white-label settings to create a consistent, on-brand employee experience.

Empuls supports full white-labeling so the platform feels native to your organization from day one. Super Admins can customize the program name, apply your brand's color scheme, upload your logo, configure feed card backgrounds for milestones, and edit the homepage layout, all without any technical expertise.

<Note>
  Only **Super Admins** can make branding and customization changes. General Admins and Managers do not have access to these settings.
</Note>

Before you start, gather your company brand guidelines (color palette and logo files), your preferred program name if different from "Empuls", and any regulatory or accessibility compliance requirements your organization follows.

## Video walkthrough

<iframe />

## Navigate to branding settings

<Steps>
  <Step title="Open the Admin Hub">
    Click **Reports & Settings** at the bottom of the left navigation panel to open the Admin Dashboard.

    <Frame>
      <img alt="Reports & Settings link in Empuls left navigation" />
    </Frame>
  </Step>

  <Step title="Go to Platform Settings > Branding">
    In the Admin Hub, navigate to **Platform Settings** and click **Branding**.

    <Frame>
      <img alt="Branding option under Platform Settings in Admin Hub" />
    </Frame>
  </Step>
</Steps>

## Platform theming

Platform theming lets you apply your brand colors to the navigation, buttons, and award blocks throughout the interface.

<Steps>
  <Step title="Open Platform Theming">
    On the Branding page, locate the **Platform Theming** card and click **Edit**.

    <Frame>
      <img alt="Edit button on Platform Theming card in Branding page" />
    </Frame>
  </Step>

  <Step title="Set your primary color">
    Choose the primary color for buttons, links, and highlighted elements.

    <Frame>
      <img alt="Primary brand color picker for buttons and links" />
    </Frame>
  </Step>

  <Step title="Customize navigation colors">
    Click the **pen icon** next to the side navigation and top navigation color fields and enter your brand's hex codes.

    <Frame>
      <img alt="Hex code fields for side and top navigation colors" />
    </Frame>
  </Step>

  <Step title="Customize the award block color">
    Click the **pen icon** next to the Award Block Color field and enter the hex code for recognition award cards.

    <Frame>
      <img alt="Award block color customization in Empuls branding" />
    </Frame>
  </Step>

  <Step title="Upload a feed header image">
    Under **Feed Header**, click **Edit** to upload a custom banner image that appears at the top of the main feed. Alternatively, click **Edit Image** directly on the dashboard banner and upload the image there.

    <Frame>
      <img alt="Feed header banner upload option in Branding settings" />
    </Frame>
  </Step>

  <Step title="Save your changes">
    Click **Save** to apply all color and theme settings.
  </Step>
</Steps>

**Color best practices:**

* Use hex codes from your official brand palette, not approximations.
* Maintain WCAG AA contrast ratios for accessibility (minimum 4.5:1 for normal text).
* Test color combinations in both light and dark browser modes.
* Avoid using red/green contrasts as the sole distinguishing element — these are invisible to users with common forms of color blindness.

## Program settings

Program settings let you rename the platform and configure global preferences.

<Steps>
  <Step title="Open Program Settings">
    On the Branding page, locate the **Program Settings** card and click **Edit**.

    <Frame>
      <img alt="Program Settings card with Edit option on Branding page" />
    </Frame>
  </Step>

  <Step title="Set the program name">
    Enter your organization's preferred name for the platform. Examples: "Recognition Hub", "Culture Pulse", or "Appreciation Platform". The default is "Empuls".

    <Frame>
      <img alt="Program name field for renaming the Empuls platform" />
    </Frame>
  </Step>

  <Step title="Configure global preferences">
    Super Admins can also update the **point name** (what your engagement credits are called), the platform **timezone**, and the default **language** for all users.

    <Frame>
      <img alt="Global preferences for point name, timezone, and language" />
    </Frame>
  </Step>

  <Step title="Save the program name">
    Click **Save**. The program name is used in all email notifications sent from the platform.

    <Frame>
      <img alt="Save button confirming program name in Empuls" />
    </Frame>
  </Step>
</Steps>

<Warning>
  The program name **cannot be changed once set**. It becomes the default in all outgoing email notifications to your team. Choose carefully before saving.
</Warning>

## Feed post style

Choose how recognition posts appear in the activity feed:

* **Prominent image** — The award image is the visual centerpiece. The nominator's citation appears as standard text above the image.
* **Prominent citation** — The nominator's written citation is the hero element, styled with a customizable background. Best for organizations that value the written message over the visual.

To set this, navigate to the **Branding** page and look for the **Feed Award and Post Style** option.

## Branding assets

The Branding card lets you upload specific visual assets for different platform areas.

<Steps>
  <Step title="Open the Branding card">
    On the Branding page, click **Edit** next to the Branding card.

    <Frame>
      <img alt="Edit option on Branding card for visual assets upload" />
    </Frame>
  </Step>

  <Step title="Upload your logo and core assets">
    Click **Edit** under each item to upload or replace:

    * **Program logo** — Appears in the platform header and email notifications.
    * **Login page background** — Full-screen image on the sign-in page.
    * **Favicon** — Browser tab icon.
    * **Bot avatar** — The avatar used by Empuls AI and notification bots.
      <Frame>
        <img alt="Upload fields for program logo, favicon, and bot avatar" />
      </Frame>
  </Step>

  <Step title="Set feed card backgrounds">
    Upload custom background images for automated milestone posts:

    * Birthday post background
    * Work anniversary post background
    * New joiner welcome post background
    * Leaderboard post background
      <Frame>
        <img alt="Feed card background uploads for birthdays and anniversaries" />
      </Frame>
  </Step>

  <Step title="Upload milestone wishboard banners">
    Set the banner images that appear on individual wishboard pages:

    * Birthday wishboard
    * Anniversary wishboard
    * New joiner wishboard
    * Profile banner
      <Frame>
        <img alt="Wishboard banner image uploads for milestone pages" />
      </Frame>
  </Step>

  <Step title="Set the Wall of Fame background">
    Upload a background image for the Wall of Fame — the public recognition showcase visible to all employees.

    <Frame>
      <img alt="Wall of Fame background image upload control" />
    </Frame>
  </Step>

  <Step title="Customize the Yearbook">
    Click **Edit** next to the Yearbook to personalize its design:

    * **Cover theme** — The main cover design.
    * **Inner page theme** — Consistent layout for inside pages.
    * **Component colors** — Colors for dividers, borders, and design accents.
    * **Text color** — Font color for yearbook content.
    * **Background image** — Optional background for visual depth.
    * **Logo** — Your organization's logo on yearbook pages.
      <Frame>
        <img alt="Yearbook customization panel with cover and color options" />
      </Frame>
  </Step>

  <Step title="Save all changes">
    Click **Save** after each section to apply the assets.

    <Frame>
      <img alt="Save confirmation for branding asset changes" />
    </Frame>
  </Step>
</Steps>

## Homepage editor

The Homepage editor lets you choose the layout of the employee home screen from three options. Navigate to **Platform Settings > Homepage Editor** to preview and select a layout.

| Layout                         | Best for                                                                                   |
| ------------------------------ | ------------------------------------------------------------------------------------------ |
| **Current Feed (default)**     | A balanced experience combining recognition, updates, points, surveys, and celebrations    |
| **Communication-First**        | Organizations prioritizing top-down communication and announcements over peer recognition  |
| **Goal & Recognition Focused** | Organizations that want to spotlight achievements and encourage continuous peer engagement |

After selecting a layout, click **Save and Publish** to apply it for all employees.

<Note>
  Some homepage layout changes require backend enablement. Contact [cs@xoxoday.com](mailto:cs@xoxoday.com) if a layout option is not available in your instance.
</Note>

<AccordionGroup>
  <Accordion title="Who can make branding changes?">
    Only Super Admins have permission to customize the Empuls platform. General Admins and Managers cannot access branding settings.
  </Accordion>

  <Accordion title="Can I change the program name later?">
    No. Once set, the program name becomes the default in all email notifications and cannot be changed. Choose your program name carefully before saving.
  </Accordion>

  <Accordion title="How do I update feed card backgrounds for birthdays and anniversaries?">
    Under the **Branding** card, click **Edit** next to the Feed Card Backgrounds section, upload the new image for each milestone type, and click **Save**.
  </Accordion>

  <Accordion title="How do I change the home screen banner?">
    Either click **Edit Image** directly on the dashboard banner, or go to **Platform Settings > Branding > Feed Header** and upload your image there.
  </Accordion>

  <Accordion title="Where do I upload the company logo?">
    Go to **Admin Dashboard > Platform Settings > Branding**, click **Edit** next to the Branding card, and upload under **Program Logo**.
  </Accordion>
</AccordionGroup>


# Email whitelisting
Source: https://help-empuls.xoxoday.com/admin/platform-settings/email-whitelisting



# Email Whitelisting

> Receive all Empuls emails from your organization's email domain

## Overview

By default, Empuls notifications are sent via Xoxoday’s domain. To improve email deliverability and maintain brand consistency,customers configure the platform to send emails directly from their organization's domain (e.g., [notifications@yourcompany.com](mailto:notifications@yourcompany.com)).

This feature allows customers to receive all Empuls emails from their own email domain.(See below image)

<Frame>
  <img alt="Example Empuls email sent from a customer's own organization domain" />
</Frame>

**How It Works**

Empuls uses SendGrid (Twilio) as the email gateway. To authorize SendGrid to send emails on your behalf, a domain verification process using DNS (Domain Name System) records is required.

**Setup Instructions**

### Step 1: Initiate Verification

Contact Empuls Account Manager or Support Team to request "Sender Domain Verification."

### Step 2: Update DNS Records

Empuls will generate a set of unique CNAME records specific to customers account.

* Share these records with your IT or Domain Administrator.
* These records must be added to your organization’s DNS host file.

**Note:** These are unique authentication records and will not conflict with your existing email infrastructure.

### Step 3: Verify Configuration

Once the records are added to your DNS, notify the Empuls team. We will validate the DNS entries to complete the authorization.

### Step 4: Configure Sender Address

After verification is complete, provide the specific email address you wish to use as the "From" address for all future system emails.

**Important:** This email address is used for sending purposes only. It does not require an active inbox or a mailbox license.

> Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Employee appreciation day & week ideas
Source: https://help-empuls.xoxoday.com/admin/platform-settings/employee-appreciation-day

Get creative ideas for celebrating Employee Appreciation Week using Empuls’s recognition and rewards tools.

**Make every day Employee Appreciation Day** - Spread the positive energy by recognising colleagues who truly make an impact on your everyday work life. Use the resources below to recognise and appreciate your employees.

# 1) Employee Appreciation Day Ideas and Resources

Encourage your folks to Give Kudos & Hi-fi through value badges & awards! Click on the link below to download.
[Employee Appreciation Week Badges - 2026](https://giift-my.sharepoint.com/:b:/g/personal/neha_s_xoxoday_com/IQC-QqbJiu85Qoxn-SFfokNkAVGmdj97OgHjNNRfRVDE7Oc?e=cMpHqW)

## 2) Employee Appreciation Day Activities

Make the day special for your employees by using the EAD Activities. Click on the link below to download.
[Employee Appreciation Day Activities 2026](https://giift-my.sharepoint.com/:b:/g/personal/neha_s_xoxoday_com/IQDpb8QhYOiRT4J5BlNn0uDTAZtO6nk4ofA7ie2WiPV2pFY?e=ms6h9D)

## 3) Employee Appreciation Kit

Click below for the communication kit containing fun templates for appreciation day posts, virtual and in-person activities, peer appreciation cards, badges, and more.
[Employee Appreciation Day Kit 2026](https://giift-my.sharepoint.com/:b:/g/personal/neha_s_xoxoday_com/IQCUSg_RJ1fKS7020k9V69wOAW5CzqXlhp8ZQIcuTagBL4E?e=BDddlU)

<Info>
  For any questions/feedback reach out to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Employee engagement calendars 2026
Source: https://help-empuls.xoxoday.com/admin/platform-settings/engagement-calendars

Download an annual engagement calendar to plan recognition moments and celebrations throughout the year on Empuls.

**Dear H.R. Leaders & Culture Experts,**

We just launched the **2026 Employee Engagement Calendar.** It's here to support HR Professionals and Culture Champions in making your people and engagement efforts even more successful. Our annual engagement calendar features **key holidays, observances, and workplace-specific awareness days** that you can seamlessly incorporate into your planner. Additionally, it offers valuable suggestions, actionable ideas, and tips to assist you in curating a diverse range of workplace celebrations and events. Get ready to involve your employees and make your engagement program fun, meaningful, and inclusive.

Down Engagement Calendars at> [https://www.empuls.io/downloads](https://www.empuls.io/downloads)

# **Employee Engagement Calendars 2026**

# **1.India**

<Frame>
  <img alt="2026 India employee engagement calendar cover" />
</Frame>

[Employee Engagement Calendar - India](https://app.notion.com/p/Annual-Employee-Engagement-Calendar-2026-India-14f582e21fd180a586dcc40faa4fa8de?source=copy_link)

# **2. USA**

<Frame>
  <img alt="2026 USA employee engagement calendar cover" />
</Frame>

[Employee Engagement Calendar - US](https://superficial-calliandra-c93.notion.site/Annual-Employee-Engagement-Calendar-2026-USA-14a582e21fd1805c8bc3c42874c2d53c)

# **3. UK and EU**

<Frame>
  <img alt="2026 UK and EU employee engagement calendar cover" />
</Frame>

[Employee Engagement Calendar - UK and EU](https://superficial-calliandra-c93.notion.site/Annual-Employee-Engagement-Calendar-2026-UK-EU-14a582e21fd18097aadfd9b6741c3a90)

# **4. MENA**

<Frame>
  <img alt="2026 MENA employee engagement calendar cover" />
</Frame>

[Employee Engagement Calendar - MENA](https://empuls.xoxoday.com/resources/mena-employee-engagement-calendar-2025)

# **5. SEA**

<Frame>
  <img alt="2026 SEA employee engagement calendar cover" />
</Frame>

[Employee Engagement Calendar - SEA](https://superficial-calliandra-c93.notion.site/Annual-Employee-Engagement-Calendar-2026-SEA-152582e21fd18078bf69f3bb364db67c)


# Customization and communication
Source: https://help-empuls.xoxoday.com/admin/platform-settings/faqs

Get quick answers about perks and benefits on Empuls to setup steps, edge cases, and troubleshooting tips

<AccordionGroup>
  <Accordion title="How does Xoxoday’s R&R solution personalize the associate experience across recognition and rewards?">
    Xoxoday’s employee recognition platform delivers a personalized associate experience with AI-driven insights, contextual nudges, and adaptive content across recognition and rewards:

    * Content Personalization

      * Tailored feeds & notifications based on recognition history and team engagement.
      * AI nudges for birthdays, work anniversaries, and milestones to prompt timely recognition.
    * Reward Personalization

      * Curated reward options based on past redemptions, preferences, and location.
      * Predictive suggestions like “You may also like,” event-based, and trending items.
      * Occasion-based gifting prompts tailored to associate interests.
    * Language & UX Personalization

      * Supports 20+ global languages.
      * Automatically adapts tone, UI, and communication style to associate geography.​
  </Accordion>

  <Accordion title="Does Xoxoday’s employee engagement solution allow filtering of data by department, team, or other organizational profiles?">
    A. Yes. The Xoxoday employee engagement solution enables advanced data segmentation, allowing reports to be filtered by department, designation, business unit, region, and more. Filters can be pre-configured during onboarding or updated later, aligning with your reporting hierarchy.
  </Accordion>

  <Accordion title="Can Xoxoday’s R&R tool manage points for separated employees, including retention or reallocation?">
    Yes, the platform offers full flexibility to manage reward points for employees who exit the organization. Admins can choose to reallocate unredeemed points back to a central wallet, allow them to expire automatically upon exit, or even transfer them to the employee’s personal email for redemption. This ensures alignment with your company’s exit policies while maintaining compliance and budget control.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday’s R&R tool support platform customization and enterprise scalability?">
    Yes. Xoxoday’s R\&R tool is built to be highly customizable and enterprise-ready.

    * Customization: Organizations can brand the platform with custom homepages, logos, login screens, email templates, and program terminology. Admins can also configure award workflows, automate milestones (like birthdays and service anniversaries), and set access controls by region, department, or role.
    * Scalability: Powered by a cloud-native, microservices-based architecture on AWS with Kubernetes auto-scaling, the platform ensures 99.99% uptime, enterprise-grade security, and the ability to scale seamlessly to millions of users worldwide—all included in the standard license, with no hidden costs.
  </Accordion>

  <Accordion title="Can the system be branded to align with the company’s standards?">
    Yes. The Xoxoday employee engagement solution can be deeply customized to mirror your organization’s identity. You can tailor the platform with your logo, brand colors, URL, favicon, homepage banners, award and milestone images, and even rename the engagement or rewards program. This creates a seamless, familiar experience for employees while reinforcing brand alignment and cultural values.
    ​
  </Accordion>

  <Accordion title="Are there any limitations on customizing the Xoxoday employee recognition platform?">
    Xoxoday’s employee recognition platform is built for flexibility and supports extensive customization across branding, workflows, reward catalogs, accessibility, user roles, and reporting. Most recognition-related customizations are supported directly within the platform. Requests beyond these standard capabilities are reviewed during the pre-sales phase and, if approved, included in the statement of work (SOW) with a defined implementation plan. Non-core customizations are limited to ensure platform stability and to maintain focus on fostering recognition and engagement.
    ​
  </Accordion>

  <Accordion title="Can the Xoxoday employee engagement solution be tailored to meet our organization’s specific requirements, including adding or removing features?">
    Yes. Xoxoday allows organizations to tailor the solution to their unique needs. Features can be enabled or disabled to match business context, including automated workflows for recognition, rewards, and surveys configured by region, team, or policy. The global rewards catalog can be customized based on geography, brand preferences, or budget. Survey modules support editing templates, adding questions, adjusting rating scales, and modifying report formats. Visual branding—including logos, colors, and homepage layout—can also be personalized. Any deeper custom functionality can be scoped in collaboration with your Customer Success Manager or Implementation POC.
    ​
  </Accordion>

  <Accordion title="How customizable is the platform? Can it support localized configurations such as region-specific awards or contests? Can this be managed internally, or is vendor support required? Is there an added cost for customization?">
    The Xoxoday employee engagement solution is highly customizable, supporting location-specific configurations, tailored campaigns, and segmented employee groups. Organizations can personalize branding, program names, bot persona, recognition workflows, and reward structures.

    Admins can create a core program for all employees while customizing contests or awards for specific departments, locations, or business units. Rewards catalogs can vary by geography, and campaigns can target specific employee subsets.

    All standard configurations can be managed internally via an intuitive admin dashboard, with no vendor intervention required. Admin training and onboarding support are provided. There’s no extra cost for standard configurations, while bespoke integrations are scoped and evaluated case by case.
    ​
  </Accordion>

  <Accordion title="Can the homepage be customized with TEPL and PRAISE branding?">
    Yes, the homepage of the Xoxoday social intranet platform can be fully customized to reflect your company’s brand identity. You can include logos, color schemes, banners, and other brand-specific visuals such as TEPL and PRAISE, ensuring a consistent and immersive experience for employees across all touchpoints.
    ​
  </Accordion>

  <Accordion title="Can tutorials be added on the portal?">
    Yes. The Xoxoday employee engagement solution lets you seamlessly add and distribute tutorials across your organization. Files, videos, or training materials can be uploaded to community groups or shared via Quick Links on the homepage, centralizing resources like onboarding guides, policy documents, and process walkthroughs for easy access.

    Materials can also be pinned for visibility or shared in posts and announcements, ensuring knowledge is readily available, standardized, and discoverable. To know more, visit: [Quick Links](https://help.empuls.xoxoday.com/en/articles/9104527-quick-links).
    ​
  </Accordion>

  <Accordion title="Can we add banners on upcoming events or activities on the system?">
    Yes. Xoxoday’s social intranet platform lets you promote upcoming events, activities, and announcements by adding **customizable banners** directly to the system. Banners can include your brand elements and be scheduled for specific durations.

    They increase awareness of organizational happenings—like wellness programs, training sessions, cultural days, or leadership talks—by making them visually prominent on the employee dashboard, boosting engagement and participation.To know more, visit: [Branding](https://help.empuls.xoxoday.com/en/articles/9036796-branding-customisation).
    ​
  </Accordion>

  <Accordion title="Can pop-up sliders on the landing page be set up as part of program customization in the Xoxoday employee engagement solution?">
    Yes. The Xoxoday employee engagement solution supports extensive interface customization, including pop-up sliders on the landing page.

    Pop-ups can display announcements, engagement nudges, survey reminders, recognition prompts, or promotional content targeted to specific user segments. Admins control design, timing, frequency, and audience, ensuring communication is relevant and goal-aligned.

    This feature helps drive participation, promote campaigns, and highlight new features, seamlessly integrating with your platform’s branding and user experience.
    ​
  </Accordion>

  <Accordion title="Can you change standard texts to reflect company language and culture?">
    Yes, the Xoxoday employee engagement solution supports text customization across the platform. You can personalize standard labels, messages, and notifications to reflect your company’s tone of voice, internal terminology, and cultural nuances. This ensures consistent communication across all employee touchpoints.
    ​
  </Accordion>

  <Accordion title="Can notification content be configured, including branding, text, header, body, and footer?">
    Yes. Xoxoday’s Employee Engagement and R\&R platform allows admins to fully configure email and in-app notification templates, including headers, footers, body content, and visual branding elements. This ensures consistent, on-brand communication that reflects your organization’s tone and design.
  </Accordion>

  <Accordion title="Can Xoxoday customize the tone and content of messages for different occasions?">
    Yes. Messages for onboarding, birthdays, cultural events, work milestones, and other occasions can be fully customized in tone and style. Admins can leverage generative AI to create context-aware, thoughtful content aligned with organizational values, with built-in moderation to ensure respectful and inclusive messaging.
    ​
  </Accordion>

  <Accordion title="What types of notifications can be configured?">
    Xoxoday supports email, in-app, and push notifications, as well as notifications to third-party apps like Microsoft Teams, Slack, and mobile devices.
    ​
  </Accordion>

  <Accordion title="Can notifications be customized, localized, and delivered in different formats?">
    Yes. Xoxoday’s Employee Engagement and R\&R platform allows fully customizable notifications across email, SMS, and in-app channels. Notifications can be formatted in HTML for rich visuals or plain text for simplicity.

    Admins have granular control over notification type, frequency, channels, and user preferences, ensuring timely and relevant updates. The platform supports over 100 languages for localization and translation, and notifications can be tailored based on user roles, actions, or engagement triggers—boosting participation in recognition, surveys, wellness programs, and more.
  </Accordion>

  <Accordion title="What customization options does the Xoxoday R&R platform offer for branding, theming, and layouts, including banners and pop-up sliders?">
    The Xoxoday employee engagement platform offers extensive customization capabilities to ensure the experience aligns with your company’s brand identity and employee engagement goals.

    Customization Features:

    • Branding & theming: Configure logos, color schemes, and themes to reflect your corporate identity.

    • Layouts & UI personalization: Adapt platform layouts to highlight priority campaigns, initiatives, or programs.

    • Page banner images: Add custom banner images to promote events, milestones, or key announcements.

    • Pop-up sliders: Display configurable pop-ups for special events, contests, or company communications.

    • Dynamic updates: Apply changes instantly across web and mobile applications for a consistent experience.

    ​
    ​
    ​
    ​
    ​
  </Accordion>
</AccordionGroup>


# feed-and-profile-settings
Source: https://help-empuls.xoxoday.com/admin/platform-settings/feed-and-profile-settings

Manage feed and profile settings in Empuls to control content visibility, post permissions, profile completeness requirements, and activity display preferences.

# Feed & Profile Settings

> Customise the recommended feed content for your employees.

Empuls is committed to enhancing employee engagement and communication within your organisation. As an admin, you can customise the content on your employees' Recommended Feed. This feature ensures that messages are visible to the right people.

## Configure Feed Settings

<Steps>
  <Step title="Go to the Admin Dashboard by clicking">
    Go to the **Admin Dashboard** by clicking on **Reports and Admin** at the bottom.

    <Frame>
      <img alt="Reports and Admin link at the bottom of the Empuls left sidebar" />
    </Frame>
  </Step>

  <Step title="Navigate to Platform Settings \> Feed Settings">
    Navigate to **Platform Settings > Feed Settings**

    <Frame>
      <img alt="Feed Settings option under Platform Settings in the Admin Dashboard" />
    </Frame>
  </Step>

  <Step title="The Feed Settings menu has three ways">
    The **Feed Settings** menu has three ways to customise your messages.

    <Frame>
      <img alt="Feed Settings menu with Recommendations, All Updates, and group visibility options" />
    </Frame>

    * **Option 1:** **Recommendations** - This section allows admins to customise the message feeds.
      * **How to Edit the Recommendations?**
        * To edit feed settings, **hover to the right** and click on **the pen icon.**
        * **Nature of Messages**: You can define the nature of messages you want to allow or restrict in the recommended feed. Empuls offers various categories and tags to filter messages.
        * **Header Selection**: To customise your recommended feed, you can correspond to the type of content you want to allow or restrict. **Check the box** to include a category or tag in the feed and uncheck the box to exclude. Once done, click on **Save.**

    <Frame>
      <img alt="Recommendations editor with category and tag checkboxes for the recommended feed" />
    </Frame>

    * **Option 2:** **All Updates** - When enabled, the “All updates” section will show all the messages that have been published to employees. To turn off this feature, click on the **Disable** option.

    <Frame>
      <img alt="All Updates feed section with the Disable toggle option" />
    </Frame>

    * **Option 3:** **Disabling Features for Specific Groups**
      * You can disable features for the following groups within your organization:
        * **My Business Unit**
        * **My Cost Center**
        * **My Department**
        * **My Location**
      * To update settings, navigate to the relevant section and adjust the permissions (by hovering to Enabled/Disabled) for each group as needed.

    <Frame>
      <img alt="Enable or disable feed access controls for Business Unit, Cost Center, Department, and Location" />
    </Frame>
  </Step>

  <Step title="Click on Save once you have made your">
    Click on **Save** once you have made your choice.
  </Step>
</Steps>

## Profile Settings

Customize and manage how user information and fields appear across different screens in the platform.

<Steps>
  <Step title="Go to the Profile Settings tab">
    Go to the **Profile Settings** tab.

    <Frame>
      <img alt="Profile Settings tab in the Platform Settings admin section" />
    </Frame>
  </Step>

  <Step title="Select a screen from the Live Preview dropdown">
    Select a screen from the **Live Preview** dropdown menu:

    * User Profile
    * User Profile on Hover
    * People Directory
    * Wishboard
    * Nomination Approval Screen
    * Wishcard
    * Wall of Fame
    * Wall of Fame — User Profile

    <Frame>
      <img alt="Live Preview dropdown with screen options like User Profile, People Directory, and Wall of Fame" />
    </Frame>
  </Step>

  <Step title="Add fields to the selected screen">
    * Choose from the available fields.
    * Click **Add** for the field you want to include in that menu.

    <Frame>
      <img alt="Available profile fields with Add buttons to include them in the selected screen" />
    </Frame>
  </Step>

  <Step title="The selected field will now appear under">
    The selected field will now appear under the active menu.

    * You can also **preview** how it will appear under the **Live Preview**, as shown below.

    <Frame>
      <img alt="Live Preview showing the newly added profile field on the active menu" />
    </Frame>
  </Step>
</Steps>

## Configuring the Wall of Fame Display

Admins can customise which metadata fields are shown on the Wall of Fame page and the individual user profile screen that opens when a user card is clicked.

Two placements are available under Live Preview:

* **Wall of Fame** — controls the fields visible on the main Wall of Fame listing (e.g. Designation, Department, Employee ID, Location).
* **Wall of Fame — User Profile** — controls the fields visible when a user's card is clicked and their internal profile opens.

## FAQs

### What is the Recommended Feed on Empuls?

The Recommended Feed is a curated content stream for employees that highlights relevant messages, announcements, and updates. Admins can customise what appears here to ensure visibility to the right audience.

### Where do I find the Feed Settings?

Navigate to **Program Settings > Feed Settings** to access the configuration options for controlling the feed content.

### How do I edit or customise Recommendations?

Go to the **Recommendations** section and click the pen icon to edit. You can select or deselect content categories and tags that should appear on the feed. Click **Save** to apply changes.

### What happens if I enable ‘All Updates’?

Enabling ‘All Updates’ will allow all published messages—regardless of their category—to show on the employees' feed. Disable this if you prefer showing only specific content.

### Can I manage feed visibility for specific teams or locations?

Yes, you can control feed access for groups like Business Units, Cost Centers, Departments, or Locations by toggling visibility within Feed Settings.

> Please reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com) in case of any feedback or questions.

**Where to find this in the platform?**

Application URL : `https://#{{tenant_url}}/home/feed-settings`


# Homepage editor
Source: https://help-empuls.xoxoday.com/admin/platform-settings/homepage-templates

Design and manage the Empuls homepage with a drag-and-drop editor, pre-built templates, custom widgets, and personalized content blocks for different employee segments.

## Overview

Empuls offers three homepage layout options to help organizations personalize the employee experience based on their communication and engagement priorities.

Each layout contains the same widgets but arranges them differently to support various goals such as:

* Peer recognition
* Leadership communication
* Employee engagement
* Balanced collaboration experiences

> **Note:** Layout changes can be enabled from the backend upon request. Contact [cs@xoxoday.com](mailto:cs@xoxoday.com) for assistance.

***

## Choosing a Homepage Layout

### Step 1: Go to Admin Dashboard

Click on **Reports and Admin** to open the admin dashboard.

<Frame>
  <img alt="Reports and Admin entry point to the Empuls admin dashboard" />
</Frame>

### Step 2: Open Homepage Editor

Navigate to:

`Platform Settings > Homepage Editor`

<Frame>
  <img alt="Homepage Editor under Platform Settings in the admin dashboard" />
</Frame>

### Step 3: Preview and Select Layout

Preview the available homepage layouts.

<Frame>
  <img alt="Previewing available Empuls homepage layout templates" />
</Frame>

Once you decide on a layout:

1. Click **Select** below the preferred layout
2. Click **Save and Publish**

***

# Layout 1: Current Feed (Default)

**Best for:** Organizations looking for a balanced employee experience combining recognition, updates, and engagement tools.

## Widget Flow

1. **Banner** – Displays your organization’s customized banner
2. **Spotlight** – Highlights important announcements
3. **Feed** – Shows recognitions, social interactions, and company updates
4. **Points** – Displays the user’s reward point balance
5. **Recommendations** – Suggests people to recognize or actions to take
6. **Surveys** – Displays pulse surveys and feedback requests
7. **Celebrations** – Shows birthdays, new joiners, and anniversaries
8. **Leaderboard** – Displays leaderboard winners
9. **High Priority Actions** – Highlights tasks requiring user attention

<Frame>
  <img alt="Layout 1 Current Feed homepage with balanced recognition and updates widgets" />
</Frame>

***

# Layout 2: Communication-First

**Best for:** Organizations focused on leadership communication and company-wide updates.

## Widget Flow

1. **Banner** – Displays your organization’s customized banner
2. **Spotlight** – Highlights important announcements
3. **Feed** – Shows recognitions, social interactions, and company updates
4. **Surveys** – Displays pulse surveys and feedback requests
5. **High Priority Actions** – Highlights tasks requiring user attention
6. **Celebrations** – Shows birthdays, new joiners, and anniversaries
7. **Points** – Displays the user’s reward point balance
8. **Leaderboard** – Displays leaderboard winners
9. **Recommendations** – Suggests people to recognize or actions to take

<Frame>
  <img alt="Layout 2 Communication-First homepage prioritizing announcements and feed" />
</Frame>

***

# Layout 3: Goal & Recognition Focused

**Best for:** Organizations that want to spotlight achievements and encourage continuous engagement.

## Widget Flow

1. **Banner** – Displays your organization’s customized banner
2. **Spotlight** – Highlights important announcements
3. **Points** – Displays the user’s reward point balance
4. **Recommendations** – Suggests people to recognize or actions to take
5. **Surveys** – Displays pulse surveys and feedback requests
6. **Leaderboard** – Displays leaderboard winners
7. **High Priority Actions** – Highlights tasks requiring user attention

<Frame>
  <img alt="Layout 3 Goal and Recognition Focused homepage spotlighting achievements" />
</Frame>

***

## Need Help?

Have questions or feedback? Reach out to:

[**cs@xoxoday.com**](mailto:cs@xoxoday.com)


# Notification settings
Source: https://help-empuls.xoxoday.com/admin/platform-settings/notification-settings

Configure email, in-app, and push notification preferences in Empuls for different event types, control frequency settings, and customize notification templates.

Admins can manage all notifications sent to employees across the organisation. Notifications are delivered via Email, Mobile App, SMS, and In-Product alerts.

Navigate to **Admin Settings > Notifications** to access this feature. You must have **Super Admin** or **General Admin** permissions.

## Step 1: Go to Admin Dashboard

Click **Reports and Admin** to access the admin dashboard.

<Frame>
  <img alt="Reports and Admin link in Empuls to enter the admin dashboard" />
</Frame>

## Step 2: Access notification settings

Navigate to **Notifications** to manage organisation-level notification settings.

<Frame>
  <img alt="Notifications menu opened in admin settings for organisation-level controls" />
</Frame>

<Frame>
  <img alt="Notification settings overview showing all notification categories" />
</Frame>

## Step 3: Enable or disable notifications

Enable or disable all notifications and customise settings as needed. Click **Confirm** to apply changes.

<Frame>
  <img alt="Master toggle to enable or disable all notifications across channels" />
</Frame>

<Frame>
  <img alt="Notification settings categories with toggles" />
</Frame>

## Step 4: Reminders

Reminders notify employees about events, anniversaries, and scheduled gifts or festival greetings. Use the checkbox to enable or disable them.

<Frame>
  <img alt="Reminders checkbox for events, anniversaries, and scheduled gift notifications" />
</Frame>

## Step 5: Engagement nudges

Engagement nudges are internal campaign notifications sent by Empuls to drive participation (e.g., HR Day, social events). Enable or disable based on preference.

<Frame>
  <img alt="Engagement nudges toggle to control internal campaign participation prompts" />
</Frame>

## Step 6: Catalogue nudges

Catalogue nudges promote offers and perks available in the **Perks and Benefits** section. Enable or disable as needed.

<Frame>
  <img alt="Catalogue nudges setting that promotes offers in Perks and Benefits" />
</Frame>

## Step 7: Save preferences

Select or deselect the required options and click **Save** to apply changes.

> If a Super Admin disables or modifies notification settings, all Super Admins receive an email alert.

<Frame>
  <img alt="Save button to apply selected notification preferences across the organisation" />
</Frame>

## FAQs

<AccordionGroup>
  <Accordion title="Who can manage notification settings?">
    Only **Super Admins** can access and modify notification settings.
  </Accordion>

  <Accordion title="Where can I find notification settings?">
    Go to **Admin > Billing and Customisation > Notification Settings**.
  </Accordion>

  <Accordion title="What types of notifications are supported?">
    Email, Mobile App notifications, SMS, and In-Product Alerts.
  </Accordion>

  <Accordion title="Can I turn off all notifications?">
    Yes. You can disable all notifications using a single toggle.
  </Accordion>

  <Accordion title="What are Reminders?">
    Notifications for events, birthdays, anniversaries, and gift scheduling.
  </Accordion>

  <Accordion title="What are Engagement Nudges?">
    Internal campaign notifications to drive engagement (e.g., HR Day, social events).
  </Accordion>

  <Accordion title="What are Catalogue Nudges?">
    Notifications promoting perks and discounts in the benefits catalogue.
  </Accordion>

  <Accordion title="How do I save changes?">
    Click **Save** after updating your preferences.
  </Accordion>
</AccordionGroup>

For support, contact [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Right to be forgotten
Source: https://help-empuls.xoxoday.com/admin/platform-settings/right-to-be-forgotten



# Right to be Forgotten

As an admin, ensuring data privacy and compliance is a top priority. With the **Right to be Forgotten** feature in Empuls, you now have a streamlined way to manage user account deletions while maintaining security and transparency.

## Why This Matters for Admins?

Data privacy laws, such as GDPR and CCPA, emphasize user control over personal data. The **Right to be Forgotten** feature allows organizations to comply with these regulations while allowing users to manage their own data.

## Enabling “Right to be forgotten” on Empuls

<Steps>
  <Step title="Go to Admin Dashboard by clicking on Reports">
    Go to **Admin Dashboard** by clicking on **Reports and Admin** as shown in the screenshot below.

    <Frame>
      <img alt="Reports and Admin link in Empuls to access the admin dashboard" />
    </Frame>
  </Step>

  <Step title="Navigate to Platform Settings \> Branding \> Program">
    Navigate to **Platform Settings > Branding > Program Settings** and click **Edit** next to it.

    <Frame>
      <img alt="Branding and Program Settings page with Edit button to update program options" />
    </Frame>
  </Step>

  <Step title="Scroll down to Right to be Forgotten">
    Scroll down to **Right to be Forgotten** in the settings and select **Enable Right to be Forgotten**. Click **Save** once done.

    <Frame>
      <img alt="Enable Right to be Forgotten checkbox in the program settings section" />
    </Frame>
  </Step>
</Steps>

## What Happens for Employees?

<Steps>
  <Step title="Monitor Requests">
    Employees see a consent pop-up at login, allowing them to request account deletion. They can choose to **Decline** or Accept.

    <Frame>
      <img alt="Login consent pop-up offering employees Decline or Accept options" />
    </Frame>
  </Step>

  <Step title="Account Deletion Confirmation">
    If proceeding with Decline option, employees must agree to the **terms and conditions** before continuing.

    <Frame>
      <img alt="Terms and conditions agreement required before requesting account deletion" />
    </Frame>
  </Step>

  <Step title="A confirmation code is sent">
    A confirmation code is sent to the employee’s registered email. They need to enter the code in the provided field.

    <Frame>
      <img alt="Confirmation code entry field for verifying account deletion request" />
    </Frame>
  </Step>

  <Step title="Confirm Deletion">
    Once the code is entered, they must confirm the deletion to complete the process.

    Additionally, employees can manage this process by navigating to **Profile > Account Preferences**.
  </Step>
</Steps>

## What This Means for your employees?

1. **Simple Account Deletion**: Upon login, users can request deletion directly from a consent popup.
2. **Secure Verification**: An OTP ensures that only the rightful account owner can proceed.
3. **Immediate Action**: Once verified, their account and data are permanently erased.


# Automated greetings
Source: https://help-empuls.xoxoday.com/admin/programs/automated-greetings

Set up no-touch lifecycle messages — welcome, birthday, work-anniversary, and more — that Empuls sends automatically on the right date, with optional point gifts.

Automated greetings are pre-built lifecycle messages Empuls sends to employees without any manual trigger — a welcome message on day one, a birthday note on their birthday, an anniversary message on the right year. You enable each greeting once during platform setup (or any time after) and Empuls handles every future occurrence. Greetings can be message-only or carry a point gift.

This feature is part of the **DIY Onboarding** wizard, which is where Empuls walks new admins through the core engagement setup. You can return to greetings any time after onboarding to enable additional templates or update existing ones.

## Before you start

* You must be a **Super Admin**.
* Employee date-of-birth (DOB) and date-of-joining (DOJ) must be populated for birthday and anniversary greetings to fire. These usually arrive via [HRMS sync](/admin/integrations/hris-hrms) or bulk CSV import.
* Decide whether each greeting should include a point gift; greetings without a gift only send a message.

## How automated greetings differ from milestone automation

Empuls has two related but distinct ways to celebrate lifecycle events:

| Feature                              | Best for                                                                                                     | How to configure                                                                                                                  |
| ------------------------------------ | ------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------- |
| **Automated greetings** (this page)  | Quick, low-friction setup of standard messages (welcome, birthday, anniversary), single template per event   | DIY Onboarding wizard or **Greetings** settings                                                                                   |
| **Service awards & milestone gifts** | Tiered work-anniversary programs (1 yr, 5 yr, 10 yr with different gift collections, certificates, yearbook) | **Gifts → Manage Gifts → Create Gift → Automate** — see [Automate milestone celebrations](/admin/gifts/milestones-service-awards) |

Use automated greetings as the lightweight default; layer milestone gifts on top when you need richer per-year programs.

## What's in a greeting template

Each greeting template has the following fields:

| Field              | What it does                                                                     |
| ------------------ | -------------------------------------------------------------------------------- |
| **Name**           | Internal label so you can find the greeting again.                               |
| **Description**    | Internal note about when/why the greeting fires.                                 |
| **Message title**  | Subject line shown to the employee. Supports placeholders like `{{First Name}}`. |
| **Message**        | Body of the greeting. Supports the same placeholders.                            |
| **Icon / image**   | Visual that appears with the message.                                            |
| **Points**         | Optional reward-points value attached to the greeting. Set 0 for message-only.   |
| **Gift type**      | If points are attached, choose between reward points or a gift catalog item.     |
| **Condition**      | The lifecycle trigger (date of joining, date of birth, anniversary year, etc.).  |
| **Interval**       | For recurring greetings, how often the greeting recurs.                          |
| **Scheduled date** | For one-off broadcasts, the specific date Empuls sends.                          |
| **FYI condition**  | Optional recipients (manager, reporting line) who are copied on the greeting.    |

## Open Automated Greetings

<Steps>
  <Step title="Open the Get Started wizard or Greetings settings">
    From the Admin Hub home, click **Get Started** if you're still in DIY onboarding, or navigate to **Admin Hub → Communications → Greetings** any time later.
  </Step>

  <Step title="Browse pre-built templates">
    Empuls loads the list of automated greeting templates. Each row shows the template name, description, condition (trigger), and an enable checkbox.
  </Step>

  <Step title="Preview an email">
    Click a template row to open the preview pane. You'll see the rendered email exactly as the employee will receive it, with placeholders resolved against sample data.
  </Step>
</Steps>

## Enable a greeting template

<Steps>
  <Step title="Check the box">
    In the greetings list, check the box next to each template you want to enable. You can enable several at once.
  </Step>

  <Step title="Customize (optional)">
    To change message text, points, or trigger, click **Modify** next to the row. Update fields in the editor and confirm.
  </Step>

  <Step title="Save">
    Click **Save**. Greetings start firing on the next matching trigger date — for example, a birthday greeting enabled today fires for everyone whose birthday is tomorrow.
  </Step>
</Steps>

## Common greeting templates

| Template               | Trigger                | Typical use                                                            |
| ---------------------- | ---------------------- | ---------------------------------------------------------------------- |
| Welcome                | Day of joining         | First-day note to new hires; often paired with a small points gift.    |
| Birthday               | Employee DOB each year | Personal note from the company.                                        |
| Work anniversary       | DOJ each year          | Light-touch anniversary message; use milestone gifts for tiered years. |
| Onboarding day 30 / 90 | Days after DOJ         | Check-in messages during onboarding.                                   |
| Exit                   | Day of disable         | Farewell message; usually message-only.                                |
| Festive                | Scheduled date         | One-off broadcasts (Diwali, holidays, Founder's Day).                  |

The exact templates available depend on your plan and any custom templates Empuls has added for your organization.

## Customize a greeting

<Steps>
  <Step title="Click Modify on the template">
    The editor opens with the current fields pre-filled.
  </Step>

  <Step title="Update message title and body">
    Use the rich-text editor. Insert placeholders like `{{First Name}}`, `{{completed_year}}`, or `{{department}}` so each employee gets a personalized message.
  </Step>

  <Step title="Attach points (optional)">
    Set a non-zero **Points** value to make the greeting a small gift. The points are deducted from the org budget when each greeting fires.
  </Step>

  <Step title="Add FYI recipients">
    Use the FYI condition to copy the recipient's manager or HRBP on the greeting — useful for milestone events you want others to acknowledge.
  </Step>

  <Step title="Save">
    Saved changes apply to all future firings of that template. Already-sent greetings are not retroactively updated.
  </Step>
</Steps>

## Disable a greeting

Uncheck the box in the greetings list and save. The greeting stops firing for any future triggers. To delete a custom greeting entirely, click the **delete** icon next to a non-default row.

## Limits and gotchas

* Greetings rely on accurate DOB and DOJ in employee records. Empty fields mean missed greetings — keep [HRMS sync](/admin/integrations/hris-hrms) healthy.
* Point gifts attached to greetings draw from the org budget. Set caps on your [budgets](/admin/finance/budgets) if you want to control monthly spend.
* A greeting can only fire once per employee per trigger date. Re-enabling a previously enabled-then-disabled greeting won't backfill missed dates.
* For tiered anniversary programs (different rewards per year), use [milestone gift automation](/admin/gifts/milestones-service-awards) instead of stacking multiple anniversary greetings.

## Related

<CardGroup>
  <Card title="Automate milestone celebrations" href="/admin/gifts/milestones-service-awards">
    Rich service-award programs with tiered gifts and certificates.
  </Card>

  <Card title="Celebrations" href="/employees/socials/celebrations">
    How birthday and anniversary posts appear on the social intranet.
  </Card>

  <Card title="Budgets" href="/admin/finance/budgets">
    Cap and automate the points that fund gift-bearing greetings.
  </Card>

  <Card title="HRMS integration" href="/admin/integrations/hris-hrms">
    Sync DOB and DOJ so greetings fire accurately.
  </Card>
</CardGroup>


# Overview
Source: https://help-empuls.xoxoday.com/admin/programs/awards-core-values

Create spot, approval, jury, and incentive awards; link them to company core values; attach certificates; distribute in bulk; and revoke when needed.

Awards in Empuls are the primary mechanism for formal recognition. Each award combines a badge, an optional certificate, and an optional monetary value (reward points or physical merchandise). As a Super Admin, you design the award structure once, and employees or managers give awards from that framework.

## Guides

<CardGroup>
  <Card title="Types of Awards" icon="circle-info" href="/admin/programs/awards/introduction-to-awards">
    Learn about spot, approval, jury, and incentive award types and when to use each.
  </Card>

  <Card title="Spot awards" icon="bolt" href="/admin/programs/awards/set-up-awards-and-core-values">
    Create and configure spot awards — instant, no-approval recognition — plus core value cards, budgets, and bulk awards.
  </Card>

  <Card title="Approval-based awards" icon="check-to-slot" href="/admin/programs/awards/set-up-approval-based-awards">
    Configure single or multi-level approval workflows, auto-approve, and approver selection.
  </Card>

  <Card title="Jury-based awards" icon="users-between-lines" href="/admin/programs/awards/jury-based-awards">
    Set up peer-reviewed awards with jury panels, rating scales, and moderator approval.
  </Card>

  <Card title="Incentive-based awards" icon="bullseye-arrow" href="/admin/programs/awards/incentive-based-awards">
    Tie rewards to measurable goals — sales quotas, learning milestones, and wellness targets.
  </Card>

  <Card title="Physical and product-based gifts" icon="gift" href="/admin/gifts/setup-product-based-gifts">
    Create merchandise and gift card collections to reward employees with tangible items.
  </Card>

  <Card title="Add certificates to awards" icon="certificate" href="/admin/programs/awards/add-certificates-to-awards">
    Design, upload, and configure printable certificate templates for any award.
  </Card>

  <Card title="Bulk review of nominations" icon="list-check" href="/admin/programs/awards/bulk-review-of-nominations">
    Approve or decline multiple nominations at once from the UI or via CSV upload.
  </Card>
</CardGroup>

## FAQs

### Awards

<AccordionGroup>
  <Accordion title="What types of awards can I create?">
    You can create four types: **Spot Award** (instantly given without approval), **Approval Award** (requires one or more approval levels), **Jury Award** (nominations reviewed and scored by a panel), and **Incentive** (goal-based — employees claim after completing measurable targets).
  </Accordion>

  <Accordion title="Does Empuls support peer-to-peer and manager-to-employee recognition?">
    Yes. Empuls supports both peer-to-peer and manager-to-employee recognition, with options for monetary and non-monetary rewards.

    * **Peer-to-peer:** Employees can appreciate colleagues with badges, shout-outs, or monetary points redeemable from a global rewards marketplace.
    * **Manager-to-employee:** Managers can recognise team members with milestone or performance-based rewards and monetary points redeemable for gift cards, experiences, merchandise, travel, and more across 175+ countries.
    * **Non-monetary:** Certificates, compliments, leaderboards, values-based badges, celebrations, and social-feed appreciations.
  </Accordion>

  <Accordion title="Can the value of awards be customised?">
    Yes. You can configure fixed point values or set a minimum/maximum range. For range-based awards, the award giver selects any value within the range at the time of giving. Budgets can also factor in cost-of-living adjustments to ensure fair value across regions.
  </Accordion>

  <Accordion title="How does Empuls support team or group nominations?">
    A nominator can select multiple team members for a single award. Admins configure whether the award value is split equally among recipients or whether each member receives the full configured amount independently. For multinational teams, the platform automatically converts reward points to local currencies and provides region-specific reward catalogs.
  </Accordion>

  <Accordion title="Is there provision to create multiple award categories?">
    Yes. You can create and configure multiple award categories — spot awards, milestone achievements, team contributions, panel-based recognitions, and more. Each category is fully customisable, allowing alignment with company values and objectives.
  </Accordion>

  <Accordion title="Can employees get rewards for patent filings or other specific achievements?">
    Yes. Admins can set up awards and define criteria for specific achievements such as patent filings. These awards can include a claim workflow where employees upload relevant documentation, and an approver verifies the evidence before issuing the reward.
  </Accordion>

  <Accordion title="Can a value statement be shown as a dropdown for each badge or award?">
    Yes. Admins can define value statements for each badge or award, which appear as a dropdown during the nomination process — helping align recognitions with core organisational values.
  </Accordion>

  <Accordion title="Can reward points be configured to never expire?">
    Yes. Point expiration is fully configurable. Admins can disable expiration so points remain valid indefinitely until redeemed, or set a custom expiry window aligned with the organisation's recognition strategy.
  </Accordion>

  <Accordion title="Does the platform support auto-generation of award citations?">
    Yes. Empuls includes an AI-powered feature that auto-generates award citations based on the award theme, the recipient's recognition history, and any inputs provided by the award giver. For awards with predefined questions, the AI uses nominator responses to craft a contextual and personalised citation.
  </Accordion>

  <Accordion title="Does Empuls support bulk nominations and award uploads?">
    Yes. HR teams and program managers can upload nominations for multiple employees simultaneously via CSV. Admins can also assign awards to large groups during events like festive bonuses or service anniversaries, and configure multi-level approval hierarchies to govern bulk workflows.
  </Accordion>
</AccordionGroup>

### Nominations

<AccordionGroup>
  <Accordion title="Can reviewers approve or reject nominations with comments?">
    Yes. Reviewers can approve or reject nominations with comments to justify their decision. Nomination workflows can also be configured for automatic approval if no action is taken within a defined timeframe, subject to budget availability and predefined approval rules.
  </Accordion>

  <Accordion title="Are nominees notified in real time when they are nominated?">
    No. The platform does not notify nominees in real time. Admins can configure a one-time notification informing nominees of their nomination once it has been approved and the award is issued.
  </Accordion>

  <Accordion title="Does the system prevent duplicate nominations?">
    Yes. Empuls flags frequent nominations of the same individual and nudges nominators to ensure recognition equity. Rules can also be configured to strengthen duplicate-prevention safeguards.
  </Accordion>

  <Accordion title="Can I create multiple nomination forms for different award categories?">
    Yes. Admins can build multiple nomination forms tailored to each award type, with specific fields, validation rules, and instructions to capture the right information for each award.
  </Accordion>

  <Accordion title="Can criteria be defined for who can nominate and who is eligible for awards?">
    Yes. You can define precise eligibility criteria for nominators and nominees based on role, department, location, or tenure. Separate eligibility settings can be configured for each award category.
  </Accordion>

  <Accordion title="Does Empuls support nomination photos?">
    Yes. Employees or managers can upload images (JPEG or PNG) while nominating peers. These images can be reviewed alongside nomination details and may appear on the Wall of Fame or social recognition feed depending on your configuration.
  </Accordion>
</AccordionGroup>

### Budget

<AccordionGroup>
  <Accordion title="Can budgets be allocated to teams, groups, or departments?">
    Yes. Super Admins can create organisational-level budgets and allocate them to business units, departments, or teams. These budgets can be managed by respective managers or BU heads, with real-time visibility via the **My Budgets** dashboard.
  </Accordion>

  <Accordion title="What controls prevent budgets from being exceeded?">
    Empuls lets admins set budget limits at the organisation, department, manager, or employee level. The platform sends automated alerts as thresholds approach and provides dashboards to track usage. Rules can also restrict award types, timelines, and per-user spending.
  </Accordion>

  <Accordion title="Can points be retrieved if they are wrongly credited to an employee?">
    Yes. Super Admins can revoke reward points as long as the recipient has not redeemed any of the associated points, even partially. Revoked points are returned to the nominator's budget, the feed post is removed, and both parties receive a notification.
  </Accordion>

  <Accordion title="Can unused points be retrieved from inactive or exited employees?">
    Yes. Admins can reallocate points to the HRBP or manager, set points to expire automatically upon exit, or transfer points to the employee's personal email. These options ensure efficient point management aligned with organisational policy.
  </Accordion>
</AccordionGroup>

### Certificates

<AccordionGroup>
  <Accordion title="What certificate options are available?">
    Both electronic and physical certificates are supported. Electronic certificates are customisable and can be displayed on the employee's profile or the organisation's intranet. Physical certificates can be designed, printed, and framed. Designs can vary by award type or milestone level.
  </Accordion>

  <Accordion title="Can I bulk download award certificates for employees?">
    Yes. Administrators can generate and bulk download award certificates for employees as part of service awards, milestone celebrations, or recognition events. Certificates are customisable, printable, and include personalised messages, company branding, and employee details.
  </Accordion>

  <Accordion title="Are certificates emailed to employees, and can managers be CC'd?">
    Yes. Award certificates are sent via email along with the digital badge. The email can be configured to automatically CC the recipient's manager or other stakeholders. Recognisers also receive an email acknowledging their nomination effort.
  </Accordion>
</AccordionGroup>

### Notifications

<AccordionGroup>
  <Accordion title="Does Empuls send real-time notifications for nominations, approvals, and awards?">
    Yes. Empuls sends configurable real-time notifications at every stage — nomination submitted, approved, declined, and awarded. Notifications can be directed to employees, managers, jury members, or custom roles based on your workflows.
  </Accordion>

  <Accordion title="Can reminders be sent to managers who have not recognised employees recently?">
    Yes. Rule-based reminders can be configured to monitor recognition activity and send nudges to managers after a configurable number of days since their last recognition action. These reminders can also be triggered for unused budgets, pending nominations, or active campaigns.
  </Accordion>

  <Accordion title="What notification channels are supported?">
    Empuls supports in-app, email, and push notifications. SMS alerts are not currently supported. Notifications are also delivered through integrated channels such as Slack and Microsoft Teams if those integrations are enabled.
  </Accordion>
</AccordionGroup>

### Gamification

<AccordionGroup>
  <Accordion title="Does Empuls offer gamification features?">
    Yes. Employees can earn digital badges, certificates, and non-monetary credits for completing activities like quizzes, polls, or challenges. The platform features dynamic leaderboards configurable for monthly, quarterly, or campaign-specific competitions. Admins can set rules for gamification campaigns and reward participants with points, swag, or experiences.
  </Accordion>

  <Accordion title="Does Empuls support real-time leaderboards?">
    Yes. The leaderboard updates in real time and reflects every recognition activity — spot awards, peer-to-peer appreciations, and milestone celebrations. It can be customised by time period, department, location, or award category, and is accessible from the homepage.
  </Accordion>

  <Accordion title="Can I filter recognition by department, team, or individual?">
    Yes. Recognition dashboards include advanced filters for department, team, and individual views. Users can drill down by timeframe or award type, enabling managers and HR to analyse engagement trends and ensure recognition equity across the organisation.
  </Accordion>
</AccordionGroup>


# Add certificates to awards
Source: https://help-empuls.xoxoday.com/admin/programs/awards/add-certificates-to-awards

Attach certificate templates to awards and work-anniversary gifts as part of your employee awards program.

Empuls allows organisations to issue certificates to commemorate recognitions and milestones. Admins can attach certificates to awards during award setup. Certificates are configurable and automatically populate with the awardee's details.

You can use a predefined certificate template or create one from scratch.

<Frame>
  <img alt="Add Certificates option in the award configuration step" />
</Frame>

## Step 1: Design your template image

Prepare a certificate template image following these guidelines:

* Image dimensions: **A4 landscape format — 1240 × 1754 px** for best results.
* Ensure the image has sufficient blank space for dynamic text fields (award name, recipient name, citation, signatory, date).

<Frame>
  <img alt="Certificate template image dimension guidelines showing A4 landscape format at 1240x1754px" />
</Frame>

## Step 2: Upload your certificate image

The **Add Certificates** option is available in two places: Awards and Work Anniversary Gifts.

1. Click **Add Certificates** to open the upload dialog.
2. Upload your designed certificate image.
3. Use the **Crop Image** option to adjust position and size. Image size and resolution are validated to ensure the generated certificate is of printable quality.

<Frame>
  <img alt="Upload certificate image dialog with file selection and upload options" />
</Frame>

<Frame>
  <img alt="Crop image tool for adjusting the position and size of the uploaded certificate image" />
</Frame>

## Step 3: Customise the layout

Select the **layout** and the **text colour** to use on your uploaded image.

<Frame>
  <img alt="Certificate layout and text colour selection screen" />
</Frame>

## Step 4: Provide certificate details

Configure the content fields to appear on the certificate:

* **Award name** — Add the award name to the certificate.
* **Pretext** — Add introductory text above the recipient's name.
* **Body text** — Add the main body of the certificate.
* **Nominator's message** — Include the nominator's citation.
* **Signatory** — Select using the dropdown. You can also add the nominator's name as the signatory.
* **Default signatory** — Used if the primary signatory does not exist in the system.

<Frame>
  <img alt="Certificate details configuration form with award name, pretext, body text, and signatory fields" />
</Frame>

**Date options:**

* **Nomination Date** — The certificate includes the date the nomination was submitted.
* **Approved Date** — The certificate includes the date the nomination was approved.

**Nominee metadata** — Check the box to include the nominee's metadata (Department, Business Unit, Cost Centre, Location) and select the relevant fields from the dropdown.

<Frame>
  <img alt="Date options and nominee metadata configuration with dropdown field selectors" />
</Frame>

Your custom certificate is now configured on Empuls and will be automatically attached when this award is issued.

## FAQs

<AccordionGroup>
  <Accordion title="Can the citation from awards be published on certificates?">
    Yes. The nominator citation can be added to the certificate only when the admin has enabled the **Nominator citation** option during certificate setup.

    * Only 250 characters of content can be printed on the certificate.
    * The nominator can update the certificate citation when submitting the nomination.

    <Frame>
      <img alt="Nominator citation field on the certificate setup screen" />
    </Frame>
  </Accordion>

  <Accordion title="Can we add the nominator's name as a signature?">
    Yes. Select the **Nominator name** option in the Primary Signatory field during certificate setup.

    <Frame>
      <img alt="Primary Signatory dropdown with Nominator name option selected" />
    </Frame>
  </Accordion>

  <Accordion title="Can we show the nominee's details on the certificate, such as Department, Business Unit, Cost Centre, and Location?">
    Yes. Enable the **Add Nominee Metadata** option during Step 4 of certificate setup and select the relevant fields from the dropdown.

    <Frame>
      <img alt="Add Nominee Metadata option with Department, Business Unit, Cost Centre, and Location fields" />
    </Frame>
  </Accordion>

  <Accordion title="How do I get a fully customised certificate design?">
    To get a custom certificate design for rewards, raise a request to [cs@xoxoday.com](mailto:cs@xoxoday.com).
  </Accordion>
</AccordionGroup>


# Bulk review of nominations
Source: https://help-empuls.xoxoday.com/admin/programs/awards/bulk-review-of-nominations

Approve, decline, or transfer many award nominations at once using Empuls’s bulk review tools. No coding required for most teams.

Empuls makes it simple to review multiple nominations at once using the **Bulk Review** feature. Two options are available: reviewing directly from the UI or via CSV upload.

## Option 1: Bulk approve / decline from the UI

### Step 1: Navigate to Recognition Approvals

Go to **Recognitions > Recognition Approvals** and click **Review Nominations in Bulk**.

<Frame>
  <img alt="Recognition Approvals page with Review Nominations in Bulk button highlighted" />
</Frame>

### Step 2: Select nominations

Use the checkboxes to select multiple nominations.

### Step 3: Approve or decline

Click **Approve** or **Decline** from the on-screen action controls. Confirm your action to process the selected nominations instantly.

<Frame>
  <img alt="Bulk nomination review screen with checkboxes selected and Approve/Decline action controls" />
</Frame>

<Note>
  You can process up to **25 intermediate-level nominations** at once from the UI. For more than 25 nominations, use the CSV upload option below.
</Note>

## Option 2: Bulk review via CSV upload

### Step 1: Navigate to Recognition Approvals

Go to **Recognitions > Recognition Approvals** and click **Review Nominations in Bulk**.

<Frame>
  <img alt="Recognition Approvals page with Review Nominations in Bulk button highlighted" />
</Frame>

### Step 2: Download nominations awaiting review

Click **Download Now**. A CSV file containing all nominations waiting for your approval or rejection will be downloaded to your computer.

### Step 3: Fill in the required fields

Open the downloaded CSV file. Two columns need to be filled:

<Frame>
  <img alt="Sample CSV file with Decision and Reason columns to be filled for each nomination" />
</Frame>

| Column           | What to enter                                      |
| ---------------- | -------------------------------------------------- |
| **A (Decision)** | Enter `Approved` or `Declined` for each nomination |
| **B (Reason)**   | Provide a reason for your decision                 |

Save the file in **CSV format** after updating it.

### Step 4: Upload the updated CSV file

Click **Browse File** and select the updated CSV from your computer.

<Frame>
  <img alt="Browse File button for uploading the completed CSV file" />
</Frame>

Click **Proceed to Data Validation**.

<Frame>
  <img alt="Proceed to Data Validation button after uploading the CSV file" />
</Frame>

### Step 5: Verify and submit

Empuls displays a summary showing:

* Number of **Approved** nominations
* Number of **Declined** nominations

<Frame>
  <img alt="Submission summary showing count of approved and declined nominations with Submit Accepted Entries button" />
</Frame>

If you need to make changes, click **Download Now** again, edit the file, and repeat Step 3. Once satisfied, click **Submit Accepted Entries**.

After submission, the system shows **Data Processing Underway**.

<Frame>
  <img alt="Data Processing Underway screen confirming the bulk review is being processed" />
</Frame>

Once complete, your nominations are reviewed in bulk. You can then click to review any remaining nominations.

<Frame>
  <img alt="Completion screen with option to review remaining nominations" />
</Frame>

## Quick tips

* Always save the file in **CSV format** only.
* Provide a **clear reason** for any declined nominations.


# Recognition and rewards
Source: https://help-empuls.xoxoday.com/admin/programs/awards/faqs

Use Empuls's native app inside SAP SuccessFactors for seamless recognition, rewards, and engagement. Built to save HR and admin teams time.

## R\&R Program

<AccordionGroup>
  <Accordion title="How does the Xoxoday R&R platform enable organizations to build a culture of recognition?">
    The Xoxoday rewards and recognition platform helps organizations cultivate a culture of appreciation with flexible and scalable recognition features:

    • Recognition Programs: Comprehensive recognition programs covering monetary, non-monetary, peer-to-peer, jury-based, performance, milestone, team, and individual awards.

    • Award Nominations: Built-in workflows for nomination processes, including defining nominators, approvers, and nominees.

    • Reward Programs: Implement structured reward cycles across teams, departments, and locations, with built-in cost-of-living adjustments to ensure equity.

    • External Recognition: Enable partners, customers, and vendors to recognize employee contributions externally.

    • Award Governance: Advanced governance controls for budget management, automated abuse detection (*quid pro quo*), and proactive notifications.
    ​
  </Accordion>

  <Accordion title="Is there a limit to the number of engagement programs we can run annually?">
    No, there is no limit. The platform is highly flexible and supports as many campaigns as you need. However, on average, organizations run 8–12 structured programs per year to maintain healthy engagement. These typically include:

    * Quarterly campaigns: Targeted initiatives like wellness challenges, recognition drives, or cultural events.
    * Annual flagship programs: Major events such as employee awards ceremonies, engagement surveys, and milestone celebrations.
    * Ongoing initiatives: Continuous programs like peer-to-peer recognition and spot awards that remain active year-round.
  </Accordion>

  <Accordion title="How does the Xoxoday platform incorporate cultural alignment and local traditions into recognition programs?">
    The Xoxoday recognition solution is designed to reflect local culture and traditions, enabling organizations to celebrate milestones and recognition moments that resonate with their workforce.

    Key Capabilities:

    • Holiday-based recognition: Automate themed campaigns, greetings, and awards for major cultural events like Eid, Ramadan, and National Day.

    • Localized rewards: Offer region-specific vouchers, experiences, and products that align with local preferences and cultural values.

    • Custom campaigns: Create themed recognition programs such as “Spirit of Unity Awards” or “Ramadan Appreciation Moments” to celebrate community and inclusion.

    • Multi-language experience: Support for multiple languages ensures emotional connection and accessibility across diverse employee groups.

    • Inclusive engagement: Combine cultural sensitivity with global best practices to ensure recognition resonates with all employees, including local and expatriate staff.

    • Dynamic templates: Access ready-to-use templates and visuals that can be customized for specific cultural events and occasions.
  </Accordion>

  <Accordion title="How does the Xoxoday platform support dynamic, frontline environments such as retail or theme parks?">
    The Xoxoday platform is purpose-built for dynamic, mobile-first workplaces like retail, hospitality, or theme park operations, where frontline engagement and real-time recognition are critical.

    Key Capabilities:

    • Mobile-first access: Native Android and iOS apps ensure frontline staff can access recognition tools, notifications, and rewards anywhere, anytime.

    • Gamified incentives: Use leaderboards, badges, and spot awards to create a fun, competitive recognition culture that aligns with fast-paced, customer-facing environments.

    • Experience-linked rewards: Offer meaningful rewards tied to customer experiences, such as complimentary tickets, dining vouchers, or branded merchandise.

    • On-the-go recognition: Enable managers to recognize employees instantly from mobile devices, ensuring real-time feedback and motivation.

    • Engagement-driven culture: Foster a guest-centric environment where employee performance directly enhances customer satisfaction and overall brand experience.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R tool support customizable recognition categories and workflows?">
    **Y**es. The Xoxoday employee recognition platform provides fully customizable recognition categories and workflows to align with your organizational goals and culture.

    Key capabilities include:

    • Custom naming: Define recognition categories such as peer-to-peer awards, spot awards, or value-based awards as per organizational preferences.

    • Workflow configuration: Set nomination flows, approval hierarchies, budgets, and award types to match your internal policies.

    • Scalability: Easily adapt recognition structures to accommodate changing business needs or evolving company culture.
  </Accordion>

  <Accordion title="What deliverables are included with the implementation of the Xoxoday R&R platform?">
    The solution is delivered as a fully configured package designed for seamless adoption. The standard deliverables include:

    * Fully Configured R\&R Platform: Tailored to reflect your company’s branding, categories, and program design.
    * Integration with Internal Systems: Secure connections with HRMS, payroll, and tools like MS Teams or Slack.
    * Training Materials and Sessions: Comprehensive guides and sessions for admins, managers, and employees.
    * Monthly Usage and Engagement Reports: Advanced dashboards providing insights into ROI and recognition trends.
    * Support SLA Documentation: Enterprise-grade guarantees for uptime and 24/7 support.
  </Accordion>

  <Accordion title="Can award selection be configured with voting, jury panels, or leadership review?">
    Absolutely. Xoxoday’s employee recognition platform supports customizable award selection mechanisms. HR admins can configure voting systems for peer input, set up leadership or jury panels for award decisions, or implement rating workflows. These options bring transparency and inclusivity to recognition programs.
    ​
  </Accordion>

  <Accordion title="Can award levels, values, and recognition categories be customized to business needs?">
    Yes. Xoxoday’s recognition platform provides full flexibility to design recognition programs. Organizations can:

    * Define their own awards (e.g., Spot Award, Excellence Award, Leadership Award)
    * Assign point or cash values, including region-specific budgeting
    * Create custom recognition categories or reasons (e.g., Innovation, Teamwork, Safety, Customer Focus)
    * Configure approval workflows and eligibility rules by department, role, business unit, geography, or employee type
    * Set frequency limits or budget caps at manager, department, or employee levels

    This ensures the recognition program reflects organizational culture while supporting global governance needs.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R platform support custom company rewards, branded merchandise, and end-to-end fulfillment?">
    Yes. The Xoxoday employee recognition platform enables organizations to configure custom reward options — such as branded merchandise and internal vouchers — while managing complete fulfillment for physical rewards.

    Key Capabilities:

    • Custom reward configuration: Add unique reward types, including company swag (apparel, accessories, office essentials) and internal vouchers (cafeteria credits, transportation coupons, or learning allowances).

    • Hybrid catalog management: Combine custom rewards with Xoxoday’s global marketplace of 10M+ options across 175+ countries, including digital gift cards, experiences, travel rewards, and charity donations.

    • Vendor sourcing: Identify and onboard vendors for branded merchandise, apparel, and physical reward items.

    • Inventory & order management: Centralized tracking for stock levels, replenishment, and automated order processing.

    • Branding & packaging: Customize all merchandise with company branding, logos, and packaging designs for a consistent employee experience.

    • Global shipping: Offer reliable doorstep delivery with real-time order tracking across multiple geographies.
  </Accordion>

  <Accordion title="Can we configure our own image badges or award icons, including GIFs, hashtags, and templated messages?">
    Yes. Xoxoday’s employee recognition platform supports complete visual customization of awards. Admins and users can:

    * Upload custom icons or images for each award
    * Use GIFs, hashtags, and pre-designed message templates
    * Enhance recognition messages with visuals, which appear in notifications and recipient profiles

    These features add flair and consistency to recognition programs while staying aligned with company values and behaviors.
    ​
  </Accordion>

  <Accordion title="Can we create a customized reward catalog that aligns with our business requirements?">
    Yes. The Xoxoday R\&R tool lets you curate and manage your own reward catalog. You can filter rewards by country, category, type (physical or digital), or price range. Options include merchandise, gift cards, experiences, or even custom rewards like “lunch with a leader.” This flexibility ensures your reward catalog is tailored to workforce preferences and regional compliance.
    ​
  </Accordion>

  <Accordion title="Can eligibility rules for recognition be customized based on employee attributes like role or tenure?">
    Yes, eligibility criteria can be defined at the award level using employee metadata such as tenure, department, hierarchy, geography, role, or designation. This allows HR teams to ensure recognition programs are fair, role-specific, and aligned with internal structures and policies.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R platform support global logistics for delivering rewards and recognition items?">
    Yes. The tool provides end-to-end global logistics support for both physical rewards and symbolic recognition items. Key features include:

    * Worldwide shipping: Deliver merchandise, branded swag, and service awards across geographies such as the U.S., U.K., India, Singapore, and the UAE.
    * Centralized & local fulfillment: Awards and mementos are shipped from centralized hubs, while merchandise is fulfilled regionally to reduce shipping time and cost.
    * Custom branding & packaging: Ship custom-branded merchandise globally with consistent quality and presentation.
    * Tracking & support: Employees and admins can track orders, view delivery status, and access dedicated support for any logistics issues.
  </Accordion>

  <Accordion title="Does the platform support multi-currency rewards?">
    Yes. The solution is built for global scalability and is ideal for organizations operating across countries. Key capabilities include:

    * Multi-currency support: Enable transactions in various currencies, with flexible points-to-currency conversion.
    * Multi-language support: Configure and deploy programs in multiple languages based on specific user demographics.
  </Accordion>

  <Accordion title="Can the platform automatically distribute points, items, or vouchers for campaigns like Women’s Month or birthdays?">
    Yes. The Xoxoday R\&R tool supports automated distribution of rewards for campaigns such as Women’s Month, birthdays, and work anniversaries. Admins can:

    * Define campaign rules based on employee attributes (e.g., gender, joining date, work anniversary)
    * Run multiple campaigns simultaneously, each with its own criteria
    * Choose from various reward types (points, vouchers, items, experiences)
    * Ensure only eligible recipients receive the defined rewards

    This automation ensures timely, consistent recognition while reducing manual effort and improving inclusivity.To know more: [https://help.empuls.xoxoday.com/en/articles/8941557-jury-based-awards](https://help.empuls.xoxoday.com/en/articles/8941557-jury-based-awards)
    ​
  </Accordion>

  <Accordion title="Can the platform configure approval chains for award nominations?">
    Yes. Xoxoday’s employee recognition platform allows organizations to set up multi-level approval workflows. Admins can configure who can nominate, the number of approval levels required, and who the approvers are, using employee metadata such as department, business unit, or location. This ensures a transparent and audit-friendly recognition process, aligning with organizational hierarchies and governance needs. To know more, read: [https://help.empuls.xoxoday.com/en/articles/9053582-review-and-approve-award-nominations](https://help.empuls.xoxoday.com/en/articles/9053582-review-and-approve-award-nominations)
    ​
  </Accordion>

  <Accordion title="Can HR create branded e-certificates and custom badges that reflect company values?">
    Yes. Xoxoday’s employee recognition platform enables HR teams to design fully customizable e-certificates and badges aligned with the organization’s brand and culture. Admins can:

    * Customize templates with logos, brand colors, taglines, and personalized messaging
    * Auto-generate and share certificates during the award process
    * Design badges with unique visuals tied to company values or behaviors
    * Use badges as symbolic recognition or link them to point-based rewards

    This helps reinforce a strong, values-driven workplace culture.
    ​
  </Accordion>

  <Accordion title="Can the Xoxoday platform allow setting of expiration dates for recognition points and send automated alerts for point usage?">
    Yes. Xoxoday’s employee engagement solution provides flexible point management, including custom expiration timelines. Admins can:

    * Set expiration periods for points (e.g., 6 months, program-specific)
    * Define different expiration rules across campaigns or programs
    * Prevent expired points from being redeemed

    The system also sends automated alerts to users about upcoming expirations (e.g., 30, 7, or 1 day before), including point balances and redemption options. Admins receive reports on overall point expiration trends, ensuring visibility and control.
    Can employee recognition platform host 2-4 different award programs on the platform with different permission settings?
    Xoxoday’s employee recognition platform is designed to host multiple concurrent award programs, each with its own configuration. A client can:

    • Create distinct award programs such as Spot Awards, Service Awards,BU-specific recognitions, or Leadership Excellence Awards

    • Assign unique access permissions for each program (e.g., certain programs accessible only to managers or select business units)

    • Configure custom workflows, approval levels, point values, and redemption rules per program

    • Further segment each program by Business Unit, Region, Cost Center, or Employee Group, allowing localized control over eligibility, budget allocation, and visibility.

    • Define who can nominate, approve, or manage each program, with reporting segmented accordingly.

    This flexible structure ensures the client can deliver a globally consistent yet locally relevant recognition experience across its diverse organizational structure
    ​
  </Accordion>

  <Accordion title="Can the employee recognition platform host multiple award programs with different permission settings?">
    Yes. Xoxoday’s employee recognition platform supports running multiple award programs simultaneously, each with distinct rules and permissions. Organizations can:

    * Create programs such as Spot Awards, Service Awards, BU-specific awards, or Leadership Awards
    * Assign unique access rights for each program (e.g., manager-only programs)
    * Configure workflows, approval levels, budgets, and redemption rules per program
    * Segment programs by Business Unit, Region, Cost Center, or Employee Group
    * Define who can nominate, approve, or manage each program, with reporting segmented accordingly

    This ensures recognition programs are both globally consistent and locally relevant.
  </Accordion>

  <Accordion title="Does the Xoxoday employee engagement solution provide admin access to a web portal?">
    Yes. The Xoxoday employee engagement solution offers a dedicated web-based admin portal with granular access controls and configuration capabilities.

    * Administrators can manage user roles, segment users into groups, assign permissions, and control access levels across four defined roles: Super Admins, General Admins, Managers, and Users
    * Super Admins can configure platform-wide settings, manage master data, handle reward program design, and control onboarding workflows
    * Features include delegated admin access, user data management, and password resets for seamless governance
    * Admins can track usage, run reports, and export data, making the platform enterprise-ready and easy to manage
  </Accordion>

  <Accordion title="Can eligibility rules for recognition (tenure, role, performance) be configured in the Xoxoday R&R platform?">
    Yes. The Xoxoday R\&R solution allows complete customization of eligibility rules based on various parameters to ensure fairness and alignment with company policies.

    Configurable parameters include:

    • Tenure: Define minimum service duration before employees become eligible for awards.

    • Role or grade: Restrict nominations or rewards to specific job levels or departments.

    • Performance criteria: Automate eligibility based on KPIs, appraisal ratings, or business objectives.

    • Granular controls: Apply eligibility conditions at global, regional, or program levels.
  </Accordion>

  <Accordion title="Are you using data to assess the value of the recognition and rewards program and its business impact?">
    Yes, the Xoxoday R\&R tool provides robust analytics and reports to assess the effectiveness and ROI of your recognition and rewards program.

    * Tracks recognition frequency, core value adoption, peer-to-peer and manager-led recognitions
    * Monitors reward point utilization, redemption trends, and participation rates across departments and locations
    * Includes employee pulse surveys and custom engagement surveys to capture impact on motivation, morale, performance, and retention
    * Analyzes open-ended feedback and sentiment trends to identify successes and areas for improvement
    * Insights are visualized through dashboards and reports for data-backed decision-making and program optimization
  </Accordion>

  <Accordion title="Can a particular business unit buy points for discretionary distribution?">
    Yes. Xoxoday employee engagement solution enables HR admins to allocate ad-hoc reward point budgets to department or business unit heads for discretionary use. The admin defines allocation rules, including which units receive budgets, frequency of allocation, and eligible awards or milestones for budget use. This provides flexibility for business units to reward employees as per their goals.
  </Accordion>

  <Accordion title="Does the R&R tool offer automated reminders to enhance recognition programs?">
    Yes. The platform offers powerful automation features to ensure recognition happens consistently. Key capabilities include:

    * Smart nudges: Automatically prompt employees to log their weekly achievements and notify managers to deliver recognition in real time.
    * Under-recognition tracking: The AI engine highlights employees who may have been under-recognized, prompting managers to take corrective action and promote inclusivity.
    * Redemption reminders: Employees are reminded to claim their rewards, incentives, and gifts, ensuring that recognition cycles are completed promptly.
  </Accordion>

  <Accordion title="Can the TEPL R&R email ID be kept in CC for all trigger mails from the platform?​">
    The Xoxoday R\&R tool is designed with strict data protection protocols to ensure the confidentiality of reward-related communications, including sensitive information like gift card codes. By default, platform-generated emails cannot be copied to multiple addresses to prevent potential security breaches. Any exception to this policy requires a formal security review and acknowledgment of the associated risks.​
  </Accordion>

  <Accordion title="How does Xoxoday’s employee recognition program work? What is the business model and how are reward points billed and managed?">
    The Xoxoday R\&R tool uses a flexible, transparent point-based system where each point represents a pre-decided monetary value.

    * A 90-day float of anticipated redemption value covers rewards claimed during the period
    * Actual redemptions are tracked monthly with detailed billing reports:

      * Utilized amounts
      * Pending balances
      * Department- or region-wise redemptions
    * Floats are typically rolled over at the end of the year
    * Clients retain transparency over unredeemed funds (usually 15–25% of award budgets)
    * Ensures cost control, reduces wastage, and enables precise financial planning around the rewards program
  </Accordion>

  <Accordion title="Does the platform offer manager and budgeting tools?">
    Yes. The platform provides robust budgeting tools that allow admins and managers to set, allocate, and monitor reward points and budgets across departments, teams, and geographies. It includes automated point distribution cycles (monthly, quarterly, annually) and detailed reports on budget utilization, ensuring transparency and accountability in reward spending.
  </Accordion>

  <Accordion title="Are experience-based rewards customizable?">
    The Xoxoday R\&R tool offers a wide range of customizable, once-in-a-lifetime experiences — over 1,000 options across 40+ categories and 50+ countries. These include adventure activities, gourmet dining, museum tours, wellness packages, outdoor sports, and staycations. Organizations can further personalize their experience catalog based on unique requirements by adding more options to suit employee preferences.
  </Accordion>

  <Accordion title="How does Xoxoday R&R solution support various employee recognition programs? How would different types of programs work on your platform?">
    The Xoxoday R\&R tool is designed to support a wide range of employee recognition programs, enabling organizations to create a culture of appreciation that aligns with their unique values and objectives. The platform offers multiple award types including spot awards, peer-to-peer recognitions, core value badges, nomination-based awards, jury awards, and milestone/service awards. Each type serves distinct purposes:

    1. Points rewards programsthat can be distributed and redeemed for purchase from the award marketplace. There are 3 different versions of the program:

    2. Cash Awards refers to managers who can nominate employees for cash awards, which then flows to a program owner with a budget, who can decide whether to approve.

    3. Patent awards in which employees can get cash awards or points rewards for patent filings.

    4. Appreciation Cards refer to digital appreciation messages.

    5. Spot awards and peer recognition allow managers and employees to instantly appreciate contributions.

    6. Nomination-based and jury awards follow structured workflows with approvals, enabling recognition for high-impact achievements or organization-wide contests.

    7. Core value badges reinforce and celebrate behaviors that align with company values.

    8. Milestone/service awards automate celebrations for work anniversaries and significant tenures. The system provides configurable workflows, budget controls, multi-level approvals, and automated nudges to ensure timely, fair, and equitable recognition.

    Reports and analytics offer visibility into participation rates, award distribution, and alignment with organizational goals, making Xoxoday R\&R a comprehensive solution for varied recognition needs.
  </Accordion>

  <Accordion title="Can Xoxoday's employee recognition tool provide data-driven recommendations to enhance the recognition program?">
    Yes. Xoxoday’s employee recognition tool empowers organizations with role-specific dashboards, actionable insights, and built-in feedback mechanisms to optimize recognition programs:

    * **Senior Executives**: Executive Dashboards consolidate metrics like recognition frequency, engagement levels, program adoption, and ROI—helping drive culture transformation at scale.
    * **Managers**: Team Performance Reports reveal recognition patterns, top contributors, and engagement trends—supporting motivation and retention.
    * **HR Leaders**: Program Adoption Reports track participation across departments, highlight engagement gaps, and guide targeted interventions.
    * **Program Administrators**: A complete reporting suite covers recognition activity, budget utilization, nominations, and redemptions—ensuring transparent tracking and efficient management.

    In addition, pulse surveys and feedback tools capture real-time employee sentiment, enabling continuous improvement of recognition strategies. Together, these insights help organizations build a culture of appreciation and demonstrate the clear business value of employee engagement.
    ​
  </Accordion>

  <Accordion title="Can Xoxoday's employee recognition platform tailor rewards to a company’s core values?">
    Yes. Xoxoday’s R\&R tool allows organizations to align recognition and rewards with their mission, values, and desired behaviors. Admins can attach custom or pre-built value badges, personalize certificates, and assign points based on the significance of each action. Insights into value adoption trends help measure alignment and drive a value-based culture across teams.
  </Accordion>

  <Accordion title="How does Xoxoday help with the design and execution of a communication plan for introducing a recognition program?">
    Xoxoday’s employee engagement solution includes a strategic communication framework to help drive awareness and adoption of recognition programs. It provides ready-to-use, customizable launch communication kits that can be adapted to align with your brand and tone.

    These kits include email templates, posters, banners, social messages, and more. all designed to engage employees from day one. In addition, Xoxoday’s customer success team collaborates with stakeholders to develop a comprehensive communication plan that identifies the target audience, outlines key messages, defines timelines, and sets measurable launch goals.

    These resources are designed to make it easy for internal teams to manage the rollout while ensuring consistent messaging across channels. For reference, a sample kit is available here: [https://help.empuls.xoxoday.com/en/articles/9063843-launch-communication-kit](https://help.empuls.xoxoday.com/en/articles/9063843-launch-communication-kit)
    ​
  </Accordion>

  <Accordion title="Can managers highlight and reward outstanding performance?">
    Yes. Managers can recognize exceptional performance in real time using discretionary reward points on Xoxoday’s employee recognition platform. Spot Awards can be customized with your brand’s design, including personalized certificates, and are displayed on the Wall of Fame for visibility and inspiration across the organization.

    Smart nudges from **Em**, Xoxoday’s AI assistant, ensure managers are prompted to recognize achievements promptly and fairly, fostering a culture of appreciation and boosting team morale.
    ​
  </Accordion>

  <Accordion title="Can awards or recognition programs be created only for specific groups?">
    Yes. Xoxoday’s employee recognition platform provides granular controls to design recognition programs for specific groups. Admins can define award recipients based on location, department, designation, or project team, and specify who is eligible to give awards. Multi-level approval workflows can also be configured.

    All award activity is logged for transparency, and automated notifications keep stakeholders informed throughout the nomination and approval process. This flexibility allows organizations to tailor programs according to team structure, hierarchy, or campaign-specific goals.
    ​
  </Accordion>

  <Accordion title="Can the platform support the setup of global and local recognition campaigns, reward matrices, and budget allocations across geographies or functions?">
    Absolutely. Xoxoday’s employee recognition platform enables organizations to design and execute both global and localized recognition campaigns. Admins can define reward matrices, assign budgets by geography, department, or function, and leverage multi-currency support with cost-of-living adjustments to ensure equitable reward values across regions.

    Structured reward cycles, automated point allocations, and a unified rewards dashboard allow admins to monitor spending and maintain financial control, while providing a consistent recognition experience company-wide.
    ​
  </Accordion>

  <Accordion title="Can we have customisable criteria for point allocation?">
    Yes, Xoxoday R\&R solution allows customisable criteria for point allocation. Program administrators can define the rules, eligibility, and categories under which points can be awarded, aligned with company values, performance milestones, or specific recognition programs. These criteria are embedded into configurable workflows, ensuring points are allocated consistently and transparently within the framework of your recognition strategy.
    ​
  </Accordion>

  <Accordion title="Can we have multiple recognition and reward programs for different departments, each with their own budgets and point structures?">
    Yes. Xoxoday’s employee recognition platform allows organizations to create and manage multiple recognition and reward programs tailored to the needs of different departments, teams, or business units.

    Each program can have its own budget, point configuration, and nomination workflow, with program owners or budget managers assigned to oversee utilization and alignment with department goals. Custom point denominations and reward values support use cases such as peer-to-peer recognition, milestone awards, or performance-based incentives.

    This decentralized approach ensures teams can drive meaningful recognition while remaining compliant with company-wide governance. A unified dashboard provides visibility into program performance, budget usage, and engagement trends across the organization.
    ​
  </Accordion>

  <Accordion title="How is recognition visibility managed? Can it be private or public?**Xoxoday’s employee recognition platform offers flexible visibility settings. Employees can choose whether their recognition posts are publicly visible on the company-wide social feed or shared privately with just the recipient. This feature is also extended to milestone events such as birthdays and work anniversaries, ensuring employees have full control over how their celebrations are shared.">
    ​
  </Accordion>

  <Accordion title="Can we define the frequency of recognition (e.g., monthly, quarterly, annually)?">
    Yes. With the Reward Automation feature, HR admins can schedule recognition events at predefined intervals—monthly, quarterly, or annually. The platform supports automated reward cycles, including controls on how frequently an employee can receive specific rewards. This ensures a balanced and strategic approach to ongoing recognition. More details here: [https://help.empuls.xoxoday.com/en/articles/8798801-reward-budgets-automations](https://help.empuls.xoxoday.com/en/articles/8798801-reward-budgets-automations)
    ​
  </Accordion>

  <Accordion title="Can we define participation criteria for recognition programs (e.g., based on tenure, performance, or role)?">
    Yes. Xoxoday’s R\&R tool allows HR teams to configure eligibility rules for recognition programs based on various attributes—such as tenure, performance ratings, departments, or roles. These configurable parameters ensure that participation aligns with company goals while also targeting the right employee groups for each program.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday R&R tool allow monitoring of how rewards are distributed across teams or departments?">
    Yes. Xoxoday’s employee recognition platform provides an advanced analytics suite with real-time reporting to monitor reward distribution across teams and departments. Intuitive dashboards display trends, KPIs, and detailed transaction-level reports, offering a clear, actionable overview.

    Admins can create and customize reports for any date range and share them with stakeholders to ensure transparency and informed decision-making. Reporting features include:

    * **Rewards Reports**: Track budget utilization, point balances, redemption status, and types of rewards redeemed.
    * **Detailed Budget Reports**: Monitor allocation and utilization for various gifting types, including welcome gifts, birthdays, festive rewards, and service awards.

    These insights help organizations effectively manage reward distribution, align with goals, and enhance employee engagement.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday R&R solution offer features that display top performers or most recognized employees?">
    Yes. Xoxoday’s employee recognition platform includes multiple ways to spotlight top performers and highly recognized employees.

    * **Wall of Fame**: Highlights employees receiving awards, recognition, or celebrating milestones.
    * **Custom Leaderboards**: Configurable leaderboards display top rewarded and appreciated employees based on your organization’s criteria.
    * **Digital Displays**: Recognition and milestone celebrations can be extended to prominent office locations, such as lobbies, cafeterias, conference rooms, or meeting areas.

    These features ensure that top performers and recognized employees are celebrated and visible across the organization, fostering a culture of appreciation.
    ​
  </Accordion>

  <Accordion title="Does the Xoxoday R&R tool offer gift cards, vouchers, goods procurement, and delivery to user addresses?">
    Yes. Xoxoday’s R\&R tool provides end-to-end reward fulfillment across 50+ countries. The platform supports a diverse catalog including digital gift cards, physical goods, prepaid cards, travel (flights & hotels), experiences, charity donations, and more.

    Users can redeem rewards from a global catalog with over 1 million options across 30+ categories, featuring both local and international brands. For physical goods, Xoxoday manages last-mile delivery through trusted courier partners, with delivery tracking available directly on the platform.

    This solution enables organizations to offer regionally relevant, scalable, and personalized rewards, ensuring a seamless and delightful experience for recipients.
    ​
  </Accordion>

  <Accordion title="Can employees accumulate and redeem points for rewards on Xoxoday's employee recognition platform?">
    Yes. Xoxoday’s employee recognition platform allows employees to accumulate reward points each time they receive monetary recognition. Points are securely stored in a digital wallet and can be redeemed at any time.

    Employees can access a globally curated rewards marketplace with over 10 million options across 100+ countries, including digital gift cards, experiences, travel bookings, prepaid cards, branded merchandise, charity donations, and Amazon products.

    This seamless earn-and-burn model ensures immediate gratification and makes recognition tangible and meaningful. Administrators can also configure budgets, manage reward cycles, and track redemption trends to optimize program effectiveness.

    ​
  </Accordion>

  <Accordion title="Does the Xoxoday employee recognition platform support workflow-based nominators and multi-level approver capabilities?">
    Yes. Xoxoday’s platform provides a robust, multi-level nomination and approval workflow engine, enabling organizations to design rule-based recognition programs with precision:

    * Flexible Workflow Design: Admins can define who can nominate, who gets nominated, and multi-level approvers—supporting hierarchies of 5+ levels.
    * Role-Based & Metadata-Driven Flows: Workflows can use employee data such as department, location, grade, or role. Approvers can include Managers, Department Heads, HRBPs, or Jury Committees depending on program scope.
    * Conditional Logic: Approval flows dynamically adjust based on award type, geography, value thresholds, or business unit.
    * Transparent & Auditable: All actions are time-stamped and logged, ensuring complete audit trails, accountability, and governance.
  </Accordion>

  <Accordion title="Can the Xoxoday employee recognition platform support multi-layer panel approvals for award nominations?">
    Absolutely. Xoxoday’s employee recognition platform supports structured, multi-tiered, and panel-based approval workflows, ideal for large-scale or high-value awards requiring objective evaluation.

    * **Multi-Level Review Flows**: Create tiered paths involving reporting managers, HRBPs, or central awards committees.
    * **Panel-Based Scoring**: Multiple panelists can rate nominations on customizable scales (2-point, 5-point, 10-point), with automatic aggregation for data-driven outcomes.
    * **Role-Based Visibility**: Access is granted based on roles, ensuring only relevant panel members view specific nominations.
    * **Automated Notifications**: Timely nudges and reminders streamline the review process and prevent delays.
    * **Custom Configurations**: Different workflows can be created for varying award types, business units, or geographies.
  </Accordion>

  <Accordion title="Does the program offer any single type of reward or allow combining multiple rewards in one transaction?">
    Yes, Xoxoday's employee recognition platform allows users to redeem a single type of reward or combine multiple rewards in a single transaction. Employees can use points accrued from different recognition events—such as spot awards, peer-to-peer recognition, or service milestones—toward a single checkout. This seamless redemption experience enhances satisfaction and encourages timely utilization of rewards.
    ​
  </Accordion>

  <Accordion title="Does the platform support customizable recognition and reward programs, including non-monetary and monetary options? Do points-based rewards have expiry settings?">
    Yes. Xoxoday’s employee recognition platform allows organizations to design fully customizable recognition programs with both non-monetary and monetary options:

    * Non-Monetary Rewards: Examples include peer appreciation (“Cheers to Peers”), value badges, and recognition certificates.
    * Monetary Rewards: Options include spot awards, milestone awards, nomination-based awards, and peer-to-peer rewards.
    * Points Expiry Settings: Administrators can configure expiration policies for points to ensure timely redemption.

    Points can be redeemed via Xoxoday’s global rewards marketplace, which offers gift cards, experiences, donations, merchandise, and more, making recognition meaningful and tangible.
    ​
  </Accordion>

  <Accordion title="Does the platform support customization of reward categories based on region, role, or grade?">
    Yes, Xoxoday’s R\&R tool allows organizations to customize the reward experience by segmenting catalogs based on employee role, grade, location, and business unit. This ensures cultural relevance and equitable recognition. Admins can control access and visibility of reward categories, personalize eligibility rules, and define redemption privileges by user groups, making the experience localized and inclusive.
    ​
  </Accordion>

  <Accordion title="Does the program allow recognition based on specific criteria like tenure, performance, or designation?">
    Yes. Xoxoday's employee engagement solution enables recognition and reward automation based on a wide range of metadata-driven parameters—tenure, designation, department, region, performance metrics, and more. This criteria-based configuration helps streamline rewards workflows for service anniversaries, performance milestones, or targeted employee engagement initiatives, ensuring contextual and personalized recognition at scale.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R tool cater to contractors and professional services along with employees?">
    Yes. Xoxoday’s reward and recognition platform is designed to engage not only full-time employees but also extended workforce segments like contractors, freelancers, consultants, and service partners. Its versatile features ensure seamless participation and recognition across all workforce types, including those without regular desktop access.

    **Key Features for Contractors and Professional Services:**

    * **Role-Agnostic Engagement**: Onboard and recognize various user types regardless of role.
    * **Custom Access Control**: Assign different access levels and roles based on user type, ensuring tailored experiences while maintaining security.
    * **Multi-Channel Communication**: Drive adoption via SMS, WhatsApp, Email, and Push Notifications.
    * **Mobile App Support**: Full-featured iOS and Android apps allow easy login and real-time engagement.
    * **OTP-Based Login**: Phone number-based OTP login enables access without corporate email credentials.
    * **QR Code-Based Awards**: Generate QR codes for recognition workflows, enabling blue-collar or remote workers to claim or redeem awards via mobile.
    * **On-the-Go Redemption**: View, manage, and redeem rewards directly from mobile devices.
    * **TV Display of Wall of Fame**: Highlight award winners on TV screens in plants or site locations.
  </Accordion>

  <Accordion title="Can recognition messages be made public or private based on user preferences?">
    Yes. The Xoxoday social intranet platform allows users to control the visibility of their recognition messages. Employees can choose whether to make recognition public—visible across the organization's social recognition feed—or private, visible only to the recipient. This flexible setting encourages transparency where needed and protects privacy when appropriate. Public recognitions also fuel a culture of appreciation by inspiring others and amplifying positive behaviors across teams.
  </Accordion>

  <Accordion title="Does Xoxoday's employee recognition platform support nomination-based award workflows?">
    Yes, the platform offers robust nomination workflows that support employee self-nominations, manager-led recommendations, and even rule-based nominations using automatic eligibility criteria. Admins can define custom eligibility criteria for nominations, set timelines for the nomination window, configure single or multi-level approval chains, allocate budgets and assign reward values, attach branded certificates to awards, and trigger automated reminders to nominators, approvers, and recipients. These workflows help drive a structured, fair, and inclusive recognition culture.
  </Accordion>

  <Accordion title="Can the platform support customized approval workflows, reminders, and flexible award management by managers?">
    Yes, the Xoxoday R\&R tool is designed to meet the complex needs of enterprise workflows with highly configurable approval structures. Approval flows can be customized based on role, region, team, or program type. The system sends automated notifications for pending approvals via email or in-app alerts to ensure no delays. Managers have the flexibility to modify award levels or values during the approval process based on the impact of the contribution. All actions—nominations, modifications, approvals—are tracked to ensure accountability and transparency.
  </Accordion>

  <Accordion title="How does the Xoxoday R&R tool manage point allocation, quotas, and redemptions for structured and ad hoc recognition programs?">
    Xoxoday’s R\&R tool provides an end-to-end framework to configure, allocate, and redeem points seamlessly for both structured programs (e.g., performance and tenure awards) and spontaneous recognitions.

    Budget Quotas & Point Allocation:

    * Hierarchical Budgeting: Points and quotas can be assigned at the organization, business unit, department, or individual manager level.
    * Quota Cycles: Budgets can be allocated monthly, quarterly, or annually to align with recognition plans.
    * Award Configuration: Structured awards like “Spot Award” or “Innovation Star” can have fixed or variable point values with customizable workflows.
    * Ad Hoc Recognition: Peers and managers can allocate points instantly for real-time appreciation, with or without messaging and e-cards.
    * Bulk Allocation: Admins can upload points via CSV or use the admin console for mass campaigns.

    Redemption Capabilities:

    * Global Catalog Access: Redeem points across 8,000+ options in 100+ countries, including gift cards, wellness, experiences, merchandise, and charity.
    * Currency Mapping: Points can be pegged to local currency values to ensure equitable redemptions.
    * Self-Service Redemption: Users can filter rewards by brand, category, or country, with instant digital delivery.
    * Tax Compliance: For India, integrations with FBP ensure tax-saving alignment.

    This system supports both structured R\&R programs and dynamic recognitions, ensuring fairness, speed, and global reach.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday's employee recognition platform allow delegation of account-level access for power users?">
    Yes. Xoxoday’s employee recognition platform includes delegation capabilities that let power users — such as business heads or HR leaders — assign access and responsibilities to others. This is particularly useful for managing approvals, budgets, or award disbursements during periods of absence or bandwidth constraints. Delegated users receive role-based access and can act on behalf of the original user without compromising data integrity or auditability.
  </Accordion>

  <Accordion title="Can Xoxoday's employee recognition platform support large group awards (e.g., all employees in a cost center or BU)?">
    Yes. The platform supports group awards through its built-in team recognition functionality. Nominators can:

    • Select employees by business unit, cost center, project, or location using pre-configured metadata.
    • Paste bulk email IDs for group recognition in one action.
    • Customize messages, point values, and award types at scale.

    This is especially valuable for enterprise-wide campaigns, festival gifting, or team milestone celebrations.

    Helpful links for setup:
    ​[https://help.empuls.xoxoday.com/en/articles/8721015-give-awards](https://help.empuls.xoxoday.com/en/articles/8721015-give-awards)
    ​[https://help.empuls.xoxoday.com/en/articles/8789123-set-up-awards-and-values](https://help.empuls.xoxoday.com/en/articles/8789123-set-up-awards-and-values)
  </Accordion>

  <Accordion title="What are the configuration capabilities for badges, recognitions, and nominations in the Xoxoday employee recognition platform?">
    Xoxoday’s employee recognition platform offers robust, no-code configuration options for HR admins and super-admins to customize the recognition experience. Organizations can create and manage multiple recognition types, including:

    * Peer-to-peer awards
    * Spot awards
    * Value-based awards
    * Nomination-based awards
    * Jury and performance awards
    * Wellness and service awards

    Each recognition type can have custom rules for eligibility, reward value, approval layers, nomination logic, and certificate design. Badges and nomination templates can also be branded to reflect company values, ensuring every recognition moment reinforces culture and people practices.
  </Accordion>

  <Accordion title="Can badges, banners, and recognition certificates be customized in Xoxoday’s employee engagement solution?">
    Yes. Xoxoday provides extensive personalization for badges, banners, and certificates. Organizations can:

    * Use pre-built templates or create bespoke designs for digital or printed assets.
    * Customize visual elements for campaigns like Employee Appreciation Day or milestone events.
    * Incorporate themes, reward points, and branded communication into recognition moments.

    Certificates for service awards and spot recognitions can be digitally displayed on the Wall of Fame. Additionally, Xoxoday supports physical trophies, mementos, and gift kits to complement digital recognition, ensuring a consistent and memorable employee experience.
  </Accordion>

  <Accordion title="Can recognition data be captured from external stakeholders (e.g., clients, partners)?">
    Yes. The Xoxoday R\&R tool allows recognition to flow from external stakeholders such as clients, vendors, and partners. These contributors can recognize employees through a controlled interface, even without being part of the internal user base. This functionality boosts employee morale by making appreciation more inclusive and reinforcing customer-centric values across the organization.
    ​
  </Accordion>

  <Accordion title="Can Xoxoday's employee recognition platform manage the complete lifecycle of a recognition and rewards program, from defining rewards and budgets to nomination, approval, and redemption?">
    Yes. Xoxoday's employee recognition platform enables organizations to manage the entire lifecycle of a recognition and rewards program — including defining rewards, allocating budgets, facilitating nominations and approvals, and supporting seamless redemption of rewards.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R tool provide a recognition/awards program? Can you give three examples of how the program operates?">
    Yes. Xoxoday's employee recognition platform offers a comprehensive recognition and awards program. Examples include:

    1. Core Value Awards: Encourage employees to align their actions with company core values through social recognition, reinforcing positive behaviors.
    2. Peer-to-Peer / Spot Awards: Allow employees to appreciate peers in real time, fostering a culture of gratitude and teamwork.
    3. Nomination or Jury-Based Awards: Formal nominations reviewed by panels or juries to honor employees with prestigious awards like Employee of the Year or President’s Award, often involving multi-level reviews and approvals.
  </Accordion>

  <Accordion title="What are the best practices with regard to point-based reward programs?">
    * Offer Spot Awards with no approval required, giving employees a small monthly point budget to recognize peers for day-to-day achievements.
    * Enable Peer-to-Peer Nomination with supervisor or manager approval workflows.
    * Ensure the award catalog allows redemption options for low point balances (e.g., \$1 = 1 point for Amazon Gift Cards).
    * Provide managers with reward budgets (monthly, quarterly, or half-yearly) to consistently recognize employee achievements. The platform can automate these budgets.
    * Link all programs—Wellness, Safety, Charitable, Volunteer recognition—to a point-based solution for seamless integration.
    * Incorporate a social recognition component without monetary points to boost adoption and engagement.
  </Accordion>

  <Accordion title="How does Xoxoday's employee recognition platform support crowdsourced recognition beyond just manager-to-employee interactions?">
    The platform enables Social Recognition®, allowing everyone—not just managers—to participate. Features include:

    * “Recognize Me”: Employees can receive recognition from peers, clients, customers, or external stakeholders.
    * AI-powered nudges and notifications: Encourage timely recognition across the organization.
    * Social recognition feed: Displays all recognitions publicly, creating a celebratory, inclusive environment where recognition is shared company-wide.
  </Accordion>

  <Accordion title="How does your system allow the configuration of different reward types?">
    The Xoxoday R\&R tool offers extensive configurability to support a wide range of recognition programs, both monetary and non-monetary. Organizations can set up:

    * Points-Based Programs: Employees earn points redeemable from a global rewards catalog.
    * Cash Awards: Managed through multi-level approval workflows.
    * Appreciation Cards & Digital Thank-You Notes: Instant recognition for peers and teams.

    Additionally, the platform supports:

    * Service Anniversary & Loyalty Awards
    * Spot Awards: Instant manager-led recognition
    * Performance & KPI-Based Awards
    * Nomination or Jury-Led Awards: With configurable workflow approvals
    * Recognition for Learning, Referrals, and Wellness Challenges
    * Holiday & Personal Milestone Gifting

    Admins can define award categories, automate triggers, and configure eligibility, nomination rights, and reward options.
  </Accordion>

  <Accordion title="Can the recognition and rewards modules be implemented at different times, such as launching monetary and non-monetary programs separately?">
    Yes. The Xoxoday R\&R tool supports phased implementation. You can:

    * Launch monetary and non-monetary programs independently.
    * Configure workflows for peer-to-peer appreciation, spot awards, and milestone rewards separately from monetary rewards like gift cards or bonuses.
    * Activate programs for specific teams, departments, or geographies on staggered timelines, ensuring a manageable rollout.
  </Accordion>

  <Accordion title="Can companies launch contests or specific awards for targeted employee groups?">
    Yes. Organizations can create customized awards and contests for specific employee groups. Features include:

    * Eligibility criteria based on department, role, geography, or custom attributes.
    * Campaigns for performance-based rewards, learning incentives, wellness challenges, or value-based nominations.
    * Automated workflows including approvers, jury panels, and reward disbursement for a seamless end-to-end experience.
  </Accordion>

  <Accordion title="Can managers or SPVs directly access recognition data for their teams?">
    Yes. Managers and SPVs have controlled access to team recognition data via the manager dashboard. They can:

    * Monitor appreciation activity within their teams.
    * Analyze trends across team members.
    * Ensure inclusivity and fairness in recognition practices.

    These insights help managers reinforce motivation and identify opportunities for improvement.
  </Accordion>

  <Accordion title="What are the additional benefits and/or services that your firm provides in the area of employee recognition?">
    Some of the additional benefits and services that Empuls provides in the area of employee recognition are:

    * 1. Custom Swags catalog
    * 2. Health & Wellness Challenges & Rewards
    * 3. Employee Surveys
    * 4. Employee Communication & Social Intranet
    * 5. Employee Perks and Benefits
    * 6. Rewards catalog which keeps adding new categories like flights, hotels, prepaid cards etc if your company needs these categories
  </Accordion>

  <Accordion title="Can reward values be set as fixed amounts and in variable ranges like 150 or 150–1000?">
    Yes, the Xoxoday R\&R tool allows administrators to configure both fixed and range-based reward values. For instance, you can offer a fixed denomination like 150 points or allow a range (e.g., 150 to 1000 points) depending on the award type or nomination. This flexible configuration enables HR teams to tailor reward values based on program criteria, budgets, and employee achievements.
  </Accordion>

  <Accordion title="Is the platform capable of supporting multiple budgets (e.g., divisional and client group budgets)?">
    Yes, the Xoxoday employee engagement solution offers robust budget management capabilities. It allows admins to set up multi-tiered budgets, allocating funds from the organizational level down to specific business units, departments, or client groups.

    Each level of the hierarchy, such as BU heads or team managers, can manage their share of the budget, view balances, and track usage via the "My Budgets" section. Permissions can be set for awarding, monitoring, or re-allocating budgets. This ensures control, transparency, and efficient use of funds across distributed teams, without exceeding pre-defined limits.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R tool support automated approval workflows and notifications for approvers/managers?">
    Yes. Xoxoday’s employee recognition platform supports automated approval workflows and intelligent notifications to streamline the recognition process.

    * Multi-Stage Workflows: Administrators can configure approval flows for different award types and define review hierarchies by team, department, or location.
    * Automated Notifications: Assigned approvers receive alerts via in-app notifications, email, or integrations like MS Teams and Slack when a nomination is submitted.
    * Comprehensive Nomination Details: Approvers can access the employee’s contribution, justification, and any attached messages for informed decision-making.
    * Audit Trail & Transparency: All approvals, rejections, and past actions are logged for full visibility and accountability.
  </Accordion>

  <Accordion title="Can the platform allocate points with equivalent peso value for recognition rewards?">
    Yes. Xoxoday’s R\&R tool supports point allocation with peso value equivalence for recognition rewards, allowing administrators to maintain budget transparency and local relevance.

    Key Features:

    * Fixed Points: Assign a default number of points per award.
    * Flexible Points: Define a point range, enabling nominators to select points within limits.
    * Budget Pooling: Allocate points from a centralized budget pool for programs or campaigns.
    * Alerts & Tracking: The platform monitors point usage and notifies admins when the pool is low, ensuring financial control and precise budget management.
  </Accordion>

  <Accordion title="Can your company support rewards, recognition, custom incentive, and milestone programs?">
    Yes. The Xoxoday R\&R tool fully supports comprehensive recognition, incentive, and milestone-based programs tailored to your organization’s needs. The platform enables you to launch and manage multiple programs across departments and geographies.

    Recognition & Award Types:

    * Peer-to-peer (with or without approvals)
    * Spot, performance, and leadership awards
    * Nomination-based and jury awards
    * Milestone and service awards
    * Wellness, learning, and referral-based rewards

    Social Recognition Features:

    * Appreciation feeds and core value badges
    * Non-monetary recognitions, award certificates, and private recognition
    * Engagement leaderboards and eCards

    Custom Incentive Options:

    * 8,000+ gift card brands
    * Amazon merchandise
    * Prepaid cards, travel, and hotel bookings
    * Branded company swag
    * Experiences, donations, and gaming rewards

    Milestone Programs:

    * Welcome kits, birthdays, festive gifts, baby showers, retirement gifts, and more
    * Fully automated workflows for award creation, alerts, notifications, and gifting logistics

    This ecosystem ensures alignment with every recognition moment—from onboarding to retirement—while supporting bulk scheduling, personalized messaging, compliance controls, and budget automation.
  </Accordion>
</AccordionGroup>

## Reward Program

<AccordionGroup>
  <Accordion title="How can employees redeem rewards that exceed their available balance?">
    Yes. Employees can redeem higher-value rewards by combining their available recognition points with personal payment methods such as credit cards, debit cards, or net banking. This flexibility ensures that employees are not restricted by their point balance alone. Instead, they can choose rewards that truly matter to them, even if the value goes beyond their current balance. By enabling co-payment, the platform enhances personalization and improves overall reward satisfaction.
  </Accordion>

  <Accordion title="How does Xoxoday support the design and execution of industry-specific award programs?">
    Xoxoday is flexible enough to handle industry-specific award programs, such as the DAISY Award for nurses. The platform lets administrators digitize complex recognition processes while ensuring compliance with program guidelines.

    Nomination forms can be customized to accept entries from peers, managers, or even external stakeholders like patients, capturing all required information. Submissions follow pre-configured approval workflows, routed to the appropriate committees to maintain transparency and structure.

    Recognitions can be amplified through social intranet feeds, digital displays, or dedicated platform sections. Awardees receive points, and when needed, Xoxoday can integrate with local vendors to deliver physical plaques or badges. This end-to-end automation preserves award integrity while boosting participation and visibility through a modern, digital interface.
  </Accordion>

  <Accordion title="How does the Xoxoday R&R platform define “breakage,” and what is the policy for handling unredeemed points?">
    Breakage refers to the portion of issued reward points or credits that remain unredeemed by employees within their validity period. The Xoxoday R\&R platform ensures that all unredeemed points are handled transparently and efficiently to protect customer interests.

    Breakage Policy:

    • Definition: Breakage occurs when points or credits issued to employees are not redeemed within their designated validity period.

    • Refund or Carry Forward: Depending on the commercial agreement, unredeemed points can either:

    * Be carried forward for future use in subsequent program cycles.

    * Be refunded back to the customer on an annual basis, based on mutually agreed terms.

    • Pricing Impact: Regardless of the chosen model, breakage has no significant impact on the pricing proposal. The approach remains flexible and tailored to align with the organization’s budget planning and financial strategies.
  </Accordion>

  <Accordion title="What happens to reward points when an employee leaves the organization?">
    The platform offers flexible configurations to handle unused points based on your organization's policy. Admins can choose from the following workflows:

    * Auto-Retraction: Unused points are automatically retracted from the user’s account and credited back to the company’s Master Wallet.
    * Pre-Exit Nudges: The system sends AI-powered reminders to employees before their exit date, encouraging them to redeem pending points.
    * Post-Exit Redemption: HR can enable a grace period where former employees can access the platform via their personal email to redeem remaining points.
  </Accordion>
</AccordionGroup>

## R\&R Program

<AccordionGroup>
  <Accordion title="How does Xoxoday help launch communication plans for recognition programs?">
    Xoxoday provides a strategic communication framework to drive awareness and adoption of recognition programs. It offers ready-to-use, customizable launch kits — including email templates, posters, banners, social messages, and more — all aligned with your brand and designed to engage employees from day one.

    Additionally, Xoxoday’s customer success team works with stakeholders to create a comprehensive communication plan, defining target audiences, key messages, timelines, and measurable launch goals. These resources simplify program rollout, ensure consistent messaging across channels, and help maximize employee participation.

    For reference, a sample kit is available here: [https://help.empuls.xoxoday.com/en/articles/9063843-launch-communication-kit](https://help.empuls.xoxoday.com/en/articles/9063843-launch-communication-kit)
  </Accordion>

  <Accordion title="Can recognition go beyond text?">
    Yes. Xoxoday supports rich media formats for recognition, allowing employees to upload videos, images, and use GIFs, emojis, or templated messages. These multimedia options make recognition more expressive, memorable, and engaging, bringing appreciation moments to life across social feeds and employee profiles.
  </Accordion>

  <Accordion title="Are there features for sharing ideas and organizing group events?">
    Yes, Xoxoday’s social intranet platform enables idea-sharing and event organization through features like community groups, social feeds, polls, and discussion forums. Teams can create open or private groups for hobbies, onboarding, CSR, upskilling, or cross-functional collaboration, and use these spaces to plan activities and share ideas seamlessly.
  </Accordion>

  <Accordion title="Can award selection involve voting or jury panels?">
    Xoxoday’s employee recognition platform supports customizable award selection mechanisms. HR admins can configure voting systems for peer input, set up leadership panels or committees for jury-based selection, or implement rating workflows to finalize award recipients. These options help create transparency and inclusivity in recognition programs.
  </Accordion>

  <Accordion title="Can award levels, values, and recognition categories be customized to business needs?">
    Yes. Xoxoday offers full flexibility to configure award levels, point or cash values, and recognition categories to align with organizational goals. Organizations can:

    * Define custom awards, such as Spot Award, Excellence Award, or Leadership Award.
    * Assign different point or monetary values to each level, with region-specific budgeting if needed.
    * Create recognition categories or reasons, like Innovation, Teamwork, Safety, or Customer Focus.
    * Configure approval workflows and eligibility rules based on department, role, business unit, geography, or employee type.
    * Set frequency limits or budget caps at the user, manager, or department level.
      ​
  </Accordion>

  <Accordion title="Are rewards customizable to each country?">
    Yes, rewards are fully customizable for each country through Xoxoday’s employee recognition platform. Admins can curate country-specific catalogs based on local preferences, regional regulations, and employee demographics. The global catalog spans 100+ countries and offers over 10 million reward options, including local gift cards, experiences, subscriptions, merchandise, and more. Additionally, Xoxoday supports reward customization based on currency, cost-of-living parity, and cultural nuances to ensure equitable and relevant employee recognition across geographies.
    ​
    Recognition
  </Accordion>

  <Accordion title="Does the platform support workflows for recognition approvals and reward distribution? Can these be customized by org unit or country?">
    Yes. Xoxoday supports fully configurable, rule-based workflows for nominations, approvals, and reward disbursal. You can customize approval chains, reward cycles, and nomination rules based on business units, locations, compliance needs, budgets, or tax requirements. This ensures timely and equitable award distribution at scale.

    Please refer to the link below for more details: [Reward Budget Automations.](https://help.empuls.xoxoday.com/en/articles/8798801-reward-budgets-automations)
    ​
  </Accordion>

  <Accordion title="How are badges and recognitions displayed on an employee’s profile in Xoxoday’s platform?">
    All awarded badges, recognitions, and appreciation messages are prominently displayed on each employee’s profile within the Xoxoday employee recognition platform. These profiles act as living timelines of employee achievements, aggregating past recognitions with detailed engagement data. Badges and awards appear alongside personal and professional information, helping colleagues and leaders celebrate accomplishments and create a culture of ongoing visibility and pride.
    ​
  </Accordion>

  <Accordion title="Are recognition points redeemable for shopping cards and products?">
    Yes. Recognition points can be redeemed through Xoxoday’s global rewards catalog, offering 1M+ options across 100+ countries. Employees can choose from 30+ categories, including e-gift cards, merchandise, Amazon products, experiences, company swag, donations, prepaid cards, and travel. The catalog ensures a simple, flexible redemption experience so employees can pick rewards that matter to them.
  </Accordion>

  <Accordion title="Are monthly rankings of top recognized employees and recognition givers visible to everyone?">
    Yes. Xoxoday provides a dynamic leaderboard that highlights the most recognized employees and active recognition givers. By default, it’s visible across the organization to foster healthy competition and engagement. Admins, however, can customize visibility by team, department, role, or campaign goals.
    ​
  </Accordion>

  <Accordion title="Does the platform support creating custom awards, including both direct awards and nomination-based awards?">
    Yes. Xoxoday employee engagement solution allows HR admins to create fully customizable awards. You can set up both direct and nomination-based awards. Nomination-based awards can include configurable workflows with nomination windows, who can nominate, who can be nominated, review panels, approval actions, points, certificates, and winner announcements. Reward cycles can also automate these processes for efficiency.
    ​
  </Accordion>

  <Accordion title="Is it possible to configure both monetary and non-monetary awards at the department or group level?">
    Yes. Xoxoday's employee recognition platform supports configuring both monetary and non-monetary awards for departments, teams, or groups. Managers can easily set up point values, link awards to core values, and associate custom badges or other non-monetary recognitions, enabling meaningful appreciation tailored to different organizational levels.
    ​
  </Accordion>

  <Accordion title="Can managers provide monetary and non-monetary awards to employees?">
    Yes. Xoxoday's employee recognition platform allows managers to give both monetary and non-monetary spot awards to individuals or teams. Managers can configure points, badges, or custom rewards to deliver timely recognition when employees meet business goals or demonstrate positive behaviors.
    ​
  </Accordion>

  <Accordion title="Can employees hide a recognition from the platform feed if the content is sensitive or personal?">
    Yes. The Xoxoday employee recognition system gives both the sender and the recipient the option to control visibility. Recognitions can either be shared on the social feed to celebrate publicly or kept private if the content is sensitive or based on personal preference. This flexibility ensures that employees feel comfortable engaging with the program, while still supporting a culture of appreciation and inclusivity.
    ​
  </Accordion>

  <Accordion title="Can I send recognition to a dynamic, ad-hoc team that any user or admin can set up and manage?">
    Yes, Xoxoday employee engagement solution fully supports creating dynamic, ad-hoc teams for recognition. Both users and admins can easily set up, manage, and send recognition to these teams. The platform offers flexibility for peer-to-peer and team-level recognition without complex configuration, supporting both structured and spontaneous recognition moments.
    ​
  </Accordion>

  <Accordion title="Is it possible to set various award levels in a monetary recognition program?">
    Yes, Xoxoday's employee recognition platform allows full customization of award levels within monetary recognition programs. Admins can define multiple award tiers, such as spot awards, performance incentives, and milestone rewards, each with specific monetary values.
    ​
  </Accordion>

  <Accordion title="Can you bulk upload recognitions centrally by HR admin for any program configured in the system?">
    Yes, the platform supports bulk recognition uploads via CSV templates, enabling HR admins to manage large-scale recognition campaigns efficiently. This is especially useful for mass awards during festivals, organizational milestones, or company-wide initiatives, ensuring timely and accurate processing.
  </Accordion>
</AccordionGroup>

## Delivery

<AccordionGroup>
  <Accordion title="How do you propose to follow up and share progress on the correct delivery of the solutions, artifacts, and packages?">
    Xoxoday ensures accurate and transparent progress tracking through a structured project governance model. Regular status updates and milestone-based reviews are shared via detailed delivery reports and live dashboards. Each client is assigned a dedicated project manager as a single point of contact. Updates include task completion, risk flags, and resolution plans. Our agile approach allows real-time adjustments, while deviation alerts are shared proactively to maintain delivery integrity and trust.
  </Accordion>

  <Accordion title="How do you propose to follow up and share progress on the delivery of the solutions, artifacts, and packages with the agreed cost?">
    Xoxoday follows a rigorous financial governance model to ensure all deliveries align with the agreed budget. Periodic budget utilization reports highlight planned vs. actual spend, deviations, and corrective actions if required. Real-time dashboards provide visibility into cost trends across milestones. Scheduled reviews and proactive notifications of scope-cost impacts ensure financial accountability and prevent surprises.
  </Accordion>

  <Accordion title="Can you set up a custom product with custom attributes and delivery address?">
    Yes. Custom products can be defined with unique attributes such as size, color, or personalization fields. The platform supports specifying custom delivery details at the time of redemption, ensuring the item is produced and shipped according to the recipient’s preferences and location.
  </Accordion>
</AccordionGroup>

## Rewards

<AccordionGroup>
  <Accordion title="What happens to points given to an employee when they are offboarded?">
    With , Xoxoday's R\&R platform, you have the following options for unredeemed points upon an employee's departure:

    * Destroy the points.
    * Transfer points to the employee's manager or the HR admin.
    * Transfer the points to the employee's personal email address for redemption from the reward store.
  </Accordion>
</AccordionGroup>

## Engagement

<AccordionGroup>
  <Accordion title="Can the platform allow running customizable campaigns aligned with organizational goals and value frameworks?">
    Yes, the Xoxoday employee engagement solution allows organizations to run highly customizable campaigns. Admins can create surveys aligned with company goals and core values by customizing templates, questions, rating scales, and data visualizations. Campaigns can also be automated and adapted to different employee segments, ensuring strategic alignment and meaningful participation.
    ​
  </Accordion>

  <Accordion title="Does the platform allow for setting employee-specific or team-wide recognition goals?">
    Yes. Xoxoday’s employee recognition platform enables organizations to define employee-specific and team-wide recognition goals. Recognition programs can be customized by location, department, tenure, performance, or other business-defined eligibility criteria. This level of flexibility ensures that recognition is aligned with organizational values while being tailored to individual or team contributions.
    ​
  </Accordion>

  <Accordion title="Does the platform benchmark any rating or participation scores externally and provide such results?">
    Yes. Xoxoday employee engagement solution provides external benchmarking using anonymized industry data and third-party engagement metrics. Benchmarking is available for metrics like eNPS, participation rates, reward redemptions, and employee recognition frequency. These insights are included in quarterly business reviews to help organizations assess their performance against industry peers.
  </Accordion>

  <Accordion title="How does the Xoxoday R&R tool use gamification features — such as points, levels, challenges, and virtual coins — to boost employee engagement and participation?">
    The Xoxoday employee engagement platform leverages a comprehensive suite of gamification features to make recognition more interactive, rewarding, and impactful. These features are designed to foster healthy competition, motivate participation, and build a culture of continuous recognition across the organization.

    Key gamification capabilities include:

    * Leaderboards: Showcase top recognizers and recipients at individual, team, and department levels to promote friendly competition. Leaderboards can be filtered by values, campaigns, or time periods for deeper insights and continuous motivation
    * Badges & Trophies: Visual tokens for achievements, milestones, and cultural contributions. These elements offer instant gratification and a sense of accomplishment, encouraging employees to stay actively engaged.
    * Social Recognition Feeds: Public recognition posts visible to peers, managers, and leadership. Employees can like, comment, and interact, turning recognition into a shared, community-driven experience.
    * Points & Levels: Employees earn points for various actions — such as completing tasks, achieving milestones, or demonstrating core values. These points contribute to progression through different levels, adding a sense of achievement and growth.
    * Custom Challenges: Admins can design challenges across multiple domains — including sales, learning, wellness, CSR, productivity, or team-building — to drive specific behaviors and goals. Employees compete to complete these challenges and earn rewards.
    * Virtual Coins & Currency Management: The platform can support virtual coins, enabling equitable reward distribution across teams and geographies. These coins can be redeemed for merchandise, gift cards, or experiences, creating a tangible link between engagement and reward.
    * By combining competition, recognition, and tangible rewards, the Xoxoday R\&R tool turns everyday work into an engaging, gamified experience. This not only increases participation and visibility but also builds a stronger culture of appreciation, collaboration, and performance.
  </Accordion>
</AccordionGroup>

## Additional FAQs

## Overview

<AccordionGroup>
  <Accordion title="How does Xoxoday ensure consistent recognition across the organization?">
    Xoxoday uses AI-led automation and prompts to drive fair and regular recognition. Our bot, Em, nudges managers and employees to recognize peers, highlights participation gaps, and provides insights into recognition patterns. With real-time reports, benchmarks, and reminders, recognition becomes a daily habit embedded in everyday workflows.
  </Accordion>

  <Accordion title="How does Xoxoday help organizations design a recognition and rewards program that aligns with company culture and values?">
    Xoxoday takes a consultative approach, starting with goal and culture discovery sessions to understand what motivates your workforce. We then help define award types, recognition triggers, workflows, and reward formats based on best practices and analytics. With training, change management, and continuous optimization using participation and sentiment data, your R\&R program becomes culturally embedded and business-aligned — driving measurable gains in engagement, retention, and satisfaction.
    ​
  </Accordion>

  <Accordion title="How does the rewards methodology work? Can the platform be customized?">
    Xoxoday follows a hybrid rewards methodology — blending proven best practices with flexibility to reflect your culture. The platform includes built-in engagement enablers like nudges, award suggestions, and recognition prompts to drive participation. At the same time, it offers deep customization for award categories, workflows, branding (badges, icons, pages), and reward types. Whether you use the built-in approach or your own framework, Xoxoday ensures consistent adoption and cultural alignment.
    ​
  </Accordion>

  <Accordion title="What is the average employee adoption rate for the platform across your customer base?">
    The Xoxoday employee engagement solution sees an average adoption rate of 65% to over 90%, depending on organization size, internal communication effectiveness, and change management support. Higher adoption is typically achieved through strategic launch planning, timely nudges, branded interfaces, and strong internal champions supported by the CSM team.
  </Accordion>

  <Accordion title="What monetary rewards and benefits beyond the basics does the Xoxoday R&R tool provide?">
    The platform offers flexible options catering to diverse employee needs. Key benefit categories include:

    * Flexible Benefit Wallets: Employees can choose how to split rewards across cash, donations, health, or savings.
    * Wellness Stipends: Coverage for gym memberships, therapy sessions, and mindfulness programs.
    * Learning Credits: Funds for online courses, certifications, and language classes.
    * Remote Work Essentials: Budget allocated for home office upgrades and ergonomic equipment.
    * Family-Friendly Perks: Vouchers for childcare, family outings, or educational supplies.
    * Milestone Bonuses: Configurable cash rewards for work anniversaries and performance milestones.
    * Travel Allowance: Subsidies for vacations and staycations to support work-life balance.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R platform support showcasing recognitions on high-definition TVs and large display screens?">
    Yes. The Xoxoday employee recognition platform supports recognition showcases on HD TVs and large digital displays to extend visibility beyond digital channels.

    Key capabilities include:

    • Social wall streaming: Recognition posts can be streamed onto HD TVs or digital signage in shared spaces such as lobbies, cafeterias, or breakout areas.

    • Responsive display: Recognition messages, photos, and badges scale automatically to large screens without distortion or quality loss.

    • Wall of Fame: Organizations can create a real-time “Wall of Fame,” amplifying peer-to-peer recognition and visibility across the workplace.

    • Simple setup: Administrators can easily connect the platform’s display view with TVs or digital signage software with minimal configuration.

    This capability transforms digital recognition into a shared, physical experience — strengthening company culture, increasing visibility, and celebrating achievements publicly.
  </Accordion>

  <Accordion title="What is the average monthly recognition count per employee across your customer base?">
    On average, each employee receives three recognitions per month through Xoxoday’s employee recognition platform. With a customer base that actively uses peer-to-peer recognition, milestone awards, and automated nudges, the platform facilitates over 60,000 recognition moments monthly. This steady flow of appreciation helps reinforce positive behavior, boost morale, and strengthen team cohesion.
  </Accordion>

  <Accordion title="What is the ratio of monetary (points-based) to non-monetary (no points) recognitions on your platform across your customer base?">
    Monetary (points) recognitions contribute 68% and non-monetary (core values and positive attributes) recognitions contribute 32% to our book of business.
  </Accordion>

  <Accordion title="How does the Xoxoday employee engagement solution drive ROI for all stakeholders?">
    The Xoxoday R\&R platform delivers measurable ROI across the organization by addressing the needs of every stakeholder involved in the employee experience.

    Key benefits include:

    • Employees: Access a single platform for workplace culture — engage in conversations, share and receive feedback, send and receive rewards, celebrate milestones, and browse discounts and benefits.

    • Managers: Build high-performing, motivated teams by leveraging data, insights, and action plans to drive collaboration and engagement.

    • HR teams: Automate repetitive tasks and focus on strategic people initiatives. Manage surveys, rewards, incentives, celebrations, benefits, communications, wellness programs, and employee discounts — all from one place.

    • Leadership: Reinforce company mission, vision, and values by creating a people-first culture where every employee thrives.

    This holistic approach ensures that every stakeholder benefits from improved engagement, stronger culture, and measurable business impact.
  </Accordion>

  <Accordion title="Can recognition programs in the Xoxoday R&R tool be configured for specific job functions or dynamic project teams?">
    Yes. The Xoxoday employee recognition platform offers complete flexibility to configure recognition programs for both specific job functions (such as Sales, HR, or Manufacturing) and dynamic, ad-hoc teams.

    Key capabilities include:

    • Role-based segmentation: Administrators can segment employees based on job function, department, or any custom attribute.

    • Custom recognition workflows: Tailor programs and workflows to match team structures — whether permanent functions or temporary project teams.

    • Scalable recognition: Adapt programs as organizational priorities shift, ensuring that recognition always aligns with business objectives and team structures.

    This flexibility allows organizations to run highly targeted recognition campaigns that drive engagement where it matters most.
    ​ ​
  </Accordion>
</AccordionGroup>

## Monetory Reward

<AccordionGroup>
  <Accordion title="How can monetary rewards be distributed in bulk?">
    Monetary awards can be distributed in bulk by uploading a CSV file. Monetary rewards can be distributed efficiently at scale by uploading a CSV file containing employee details and corresponding award amounts. This streamlined method reduces administrative overhead and ensures timely recognition of employees.

    To learn more, please visit: [Awards and Core Values](https://help.empuls.xoxoday.com/en/articles/8789123-set-up-awards-and-values).
    ​
  </Accordion>

  <Accordion title="Who can allocate monetary reward budgets?">
    Reward budgets can be allocated to specific roles such as supervisors, department heads, admins, or designated wallet owners. Organizations can set up workflows to define the frequency and timeline for budget allocations, allowing for both one-time and recurring distributions. Automated processes ensure accuracy and consistency, while administrators retain control over budgets and approvals.

    To learn more, please visit: [Reward Budget Automations.](https://help.empuls.xoxoday.com/en/articles/8798801-reward-budgets-automations)
    ​
  </Accordion>

  <Accordion title="How should cross-functional nominations, whether individual or group, be approved? Should this be done by an admin or reviewer?">
    Cross-functional nominations, whether for individuals or teams, are typically managed through a configurable workflow that routes approvals to designated approvers—such as admins, reviewers, or managers—based on your organization’s policies.

    Xoxoday’s platform allows organizations to define:

    * Who can nominate employees or teams
    * Who reviews the nominations
    * Who approves the awards

    This ensures transparency, fairness, and alignment with internal governance structures. Automated workflows reduce manual effort by nudging the right approvers and keeping nominations on track. By customizing these approval flows according to recognition policies, organizations can foster inclusivity, maintain equity across departments, and ensure timely recognition of achievements.
    ​
  </Accordion>

  <Accordion title="How can I distribute monetary rewards in bulk using the Xoxoday R&R tool?">
    The Xoxoday R\&R tool allows administrators to distribute monetary rewards at scale using a simple and efficient bulk upload process. You can upload a CSV file containing recipient details, reward values, and reasons for recognition. This enables mass awarding without manual entry for each individual. Once the file is uploaded, the platform automatically processes the rewards and notifies recipients. This feature is particularly useful for periodic campaigns, performance bonuses, or festive gifting at scale. Learn more here: [Awards and Core Values](https://help.empuls.xoxoday.com/en/articles/8789123-set-up-awards-and-values).
    ​
  </Accordion>

  <Accordion title="Who can allocate monetary rewards in the Xoxoday R&R tool?">
    The Xoxoday R\&R tool provides flexible permission controls for managing monetary rewards across the organization. Admins can assign reward budgets to supervisors, department heads, or designated wallet owners, empowering them to distribute rewards directly to their teams.

    The platform also supports automated workflows for budgeting, allowing organizations to define reward cycles, set frequency and timeline rules, and establish spending limits. This ensures a structured, transparent, and accountable process for allocating monetary rewards while maintaining oversight and compliance. Learn more here: [Awards and Core Values](https://help.empuls.xoxoday.com/en/articles/8789123-set-up-awards-and-values).
  </Accordion>
</AccordionGroup>

## Non-monetory rewards

<AccordionGroup>
  <Accordion title="Does Xoxoday’s employee recognition platform support uploading files, photos, or media during the rewarding process?">
    Yes, Xoxoday’s employee recognition platform supports uploading files, photos, or media while rewarding employees. This enables richer, more personalized recognition moments.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday’s employee recognition platform support mass or group non-monetary rewarding?">
    Yes, Xoxoday’s employee recognition platform fully supports mass or group non-monetary rewarding. This enables organizations to recognize multiple employees simultaneously for achievements, milestones, or contributions without monetary rewards, helping to foster a culture of appreciation at scale.
    ​
  </Accordion>

  <Accordion title="Can non-monetary rewards be given by anyone, regardless of department, role, or seniority? Is approval required?">
    Yes. Non-monetary rewards can be shared by any employee, across departments, roles, seniority levels, or business units. The purpose of non-monetary recognition is to create an inclusive culture where everyone can acknowledge the contributions of their peers.

    Typically, these awards do **not** require prior approval, allowing employees to recognize others instantly and authentically. This immediacy encourages meaningful appreciation, strengthens team morale, and fosters collaboration.

    By design, non-monetary recognition programs are easy to use, ensuring that recognition happens in the moment without administrative hurdles, making appreciation a seamless part of everyday work life.
    ​
  </Accordion>

  <Accordion title="Does the platform support a dropdown option to select a badge, and can value statements appear as a dropdown for each badge or award?">
    Yes. The platform provides an intuitive dropdown menu for selecting badges during the recognition process, making it easy for employees to navigate and choose the appropriate recognition.

    Each badge or award can also have associated value statements that appear in a dropdown, helping ensure that recognitions are aligned with organizational values and core behaviors. This makes it simple for employees and managers to reinforce the behaviors and outcomes that matter most.

    Administrators have full flexibility to create, manage, and display badges and value statements, while automation features help streamline recognition workflows. Together, these capabilities promote consistency, inclusivity, and more meaningful recognition experiences across the organization.
    ​
  </Accordion>

  <Accordion title="Can any employee, regardless of department, role, cadre, or business unit, give non-monetary rewards?">
    Yes, non-monetary rewards can be given by any employee across the organization, regardless of their department, designation, or business unit. This democratized approach to appreciation encourages peer-to-peer recognition and fosters a culture of inclusivity and positive reinforcement.
    ​
  </Accordion>

  <Accordion title="Does non-monetary recognition require approval before being issued?">
    No, non-monetary rewards do not require any approvals. Employees can directly appreciate their peers without delay. This frictionless process increases participation and helps build a spontaneous, recognition-rich culture.
  </Accordion>

  <Accordion title="Can points be configured for non-monetary, digital functions such as gamification and leaderboards in the Xoxoday R&R platform?">
    Yes. The Xoxoday R\&R platform features a robust gamification engine that uses non-monetary points to engage employees, supported by a flexible leaderboard system.

    How It Works

    • Leaderboards: Employees earn points for predefined activities — such as sending recognition, nominating peers, completing learning modules, attending wellness sessions, or completing compliance tasks. Leaderboards rank participants over set durations (monthly, quarterly, or annually) to encourage continuous participation.

    • Customizable Setup: Admins can define participation rules, point allocation or deduction criteria, game duration, and winner selection logic (e.g., top performers vs. milestone achievers).

    • Non-Monetary Rewards: Instead of monetary rewards, recognition can include certificates, badges, profile highlights, team mentions, or symbolic prizes.

    Use Cases:

    • Recognition campaigns (e.g., “Appreciation Week”)

    • Learning & development challenges (course completions, certifications)

    • Health & wellness initiatives (fitness tracking, mindfulness sessions)

    • Workplace productivity (punctuality, task completion)

    • CSR engagement, compliance adherence, and sales incentives
  </Accordion>

  <Accordion title="What recognition mechanisms does the Xoxoday employee engagement platform support?">
    The platform supports a wide range of mechanisms to foster a culture of appreciation. Key recognition types include:

    * Peer-to-Peer Recognition: Empowers employees to directly recognize colleagues with monetary or non-monetary awards.
    * Manager-Led Recognition: Enables formal recognition tied to KPIs, performance, or Spot Awards, complete with custom approval workflows.
    * Values-Based Recognition: Aligns categories directly with company values to reinforce desired behaviors.
    * Automated Milestone Recognition: Automatically celebrates key events, including:

      * New beginnings: Onboarding, birthdays, promotions.
      * Life events: Weddings, anniversaries, new homes.
      * Cultural celebrations: Diwali, Eid, Christmas, etc.
      * Professional growth: Certifications and upskilling.​
  </Accordion>
</AccordionGroup>

## Program-related finance

<AccordionGroup>
  <Accordion title="Are credit card payments processed through the software, website, or app?">
    No. Xoxoday’s solutions do not capture or process credit card information directly. All payments are securely handled through PCI-DSS compliant payment gateways or providers (e.g., Stripe), ensuring data privacy and compliance.
    ​
  </Accordion>

  <Accordion title="When will the payments for points be charged? For example, will charges be applied when points are assigned to employees or when they are redeemed?">
    Xoxoday R\&R tool offers complete flexibility in billing preferences. Customers can choose between billing on issuance or billing on redemption. We strongly recommend the billing on redemption model, as it ensures there is no breakage of points, avoids locking customer capital, and significantly reduces program costs. With this model, charges are applied only when employees redeem their points, not when points are assigned. This approach ensures transparency, cost efficiency, and a seamless financial experience for large-scale programs.
  </Accordion>

  <Accordion title="Does the system offer a cost-of-living adjustment function to ensure parity in rewards across the globe?">
    Yes, the Xoxoday employee recognition platform offers a built-in Cost of Living Index to help organizations maintain parity in rewards for their globally distributed teams. This feature allows you to set up equitable rewards by factoring in the varying costs of living across different regions. This is especially valuable for companies aiming to create inclusive, balanced, and motivating reward strategies across multiple geographies.
    ​
  </Accordion>

  <Accordion title="Can the Xoxoday R&R tool define budgets, award points, and approval workflows to manage awards effectively?">
    Yes. Xoxoday’s R\&R tool enables precise budget and award management with:

    * Budget Definition: Set maximum budgets for award categories or service lines and track real-time utilization.
    * Award Points Configuration: Pre-define points per award type, level, or category for consistency and transparency.
    * Approval Workflows: Enforce departmental or service-line budget limits; trigger exception approvals when thresholds are exceeded to ensure accountability.
  </Accordion>

  <Accordion title="Does the system support automatic monthly budget allotment for rewards?">
    Yes, the Xoxoday R\&R tool includes an automated budget allotment feature. Admins can set monthly, quarterly, or annual cycles for reward budgets that get automatically distributed to departments, managers, or roles as per configuration. This ensures timely availability of reward points and promotes consistent engagement.
    ​
  </Accordion>

  <Accordion title="What transaction volume can Xoxoday’s employee recognition platform handle, including seasonal peaks? How large is the largest client?">
    Xoxoday’s platform is built for global scale:

    * High Throughput: Handles 500,000 reward transactions per minute under normal conditions.
    * Peak Capacity: Can manage 2–3 million requests per minute during seasonal peaks.
    * Fast Processing: Over 90% of requests complete in under 700 ms; 99% under 1.5 seconds.
    * Largest Deployment: Supports clients with up to 50,000 employees across 40+ countries.

    This ensures smooth, reliable performance even during high-demand periods.
    ​
  </Accordion>

  <Accordion title="Do employees have to pay shipping and handling charges when they redeem rewards on Xoxoday’s employee recognition platform?">
    No. The cost displayed for gift cards, merchandise, or any rewards on Xoxoday’s employee recognition platform includes all applicable taxes, shipping, and associated charges. Employees do not incur any additional costs when placing an order or redeeming their reward.
    ​
  </Accordion>

  <Accordion title="Are employees charged additional fees such as duties, taxes, or tariffs when redeeming rewards on Xoxoday R&R tool?">
    No. Employees will not face any extra charges such as duties, taxes, tariffs, or hidden fees when redeeming rewards through Xoxoday R\&R tool. All costs are included in the displayed price at the time of redemption.
  </Accordion>

  <Accordion title="Does Xoxoday R&R platform support global purchasing power parity (PPP)?">
    Yes. The platform ensures equitable rewards worldwide using a built-in cost-of-living index.

    * Rewards reflect local economic conditions for fairness across geographies.
    * Multi-currency and multi-region deployment enable seamless administration globally.
    * Provides a consistent and meaningful employee experience, regardless of location.
  </Accordion>
</AccordionGroup>

## Leaderboard

<AccordionGroup>
  <Accordion title="How can top-performing and most-appreciated employees be showcased using Xoxoday’s employee recognition platform?">
    Xoxoday highlights high performers and appreciated employees through Custom Leaderboards and the Wall of Fame:

    * Custom Leaderboards:

      * Rank employees based on awards received, recognition points, or appreciation frequency.
      * Admins can define scoring rules and refresh intervals (weekly, monthly, quarterly).
      * Encourages healthy competition and transparent recognition.
    * Wall of Fame:

      * Dedicated space for awardees, recognitions, and milestone acknowledgments.
      * Interactive view allows employees to explore recognition history across teams.
      * Can be displayed on digital screens in lobbies, cafeterias, or during town halls.

    These features maximize visibility, reinforce a culture of appreciation, and motivate employees to engage in recognition programs.
  </Accordion>
</AccordionGroup>

## Notifications

<AccordionGroup>
  <Accordion title="Does Xoxoday’s employee recognition platform notify managers and leaders about budgets, nominations, and eligibility status?">
    Yes. Xoxoday provides real-time visibility and alerts for managers, unit heads, and portfolio leaders:

    * Track available and utilized reward budgets
    * Receive smart nudges for pending or overdue nominations
    * Get alerts for pre-set budget thresholds and restrictions per team or department
    * Identify employees who have never been awarded
    * Access dynamic lists of eligible nominators and awardees
    * Monitor budget utilization trends and available balances

    These notifications help maintain compliance, drive participation, and ensure recognition reaches the right people on time.
  </Accordion>

  <Accordion title="What automated notifications does the Xoxoday R&R platform offer to keep employees engaged?">
    The Xoxoday employee engagement platform delivers intelligent, automated notifications that sustain engagement and keep employees connected to recognition programs.

    Key features include:

    • Real-Time Alerts: Notifications for recognitions, reward redemptions, milestone achievements, and important updates are delivered instantly.

    • Multi-Channel Delivery: Alerts are sent via email, mobile push notifications, Slack, MS Teams, or other integrated tools to ensure maximum reach.

    • Configurable Reminders: Admins can set reminders for pending approvals, birthdays, anniversaries, or campaign deadlines.

    • Personalized Nudges: AI-driven personalization tailors notifications based on employee preferences and behavior patterns.

    • Smart Scheduling: Reminders are timed for optimal engagement and relevance.
  </Accordion>

  <Accordion title="What types of notifications does the platform support to encourage engagement and participation?">
    Xoxoday supports multi-channel notifications to keep employees informed and engaged:

    * Push notifications via mobile apps
    * In-app notifications for recognitions, birthdays, anniversaries, surveys, etc.
    * Email alerts for reward points, nominations, milestones, and survey participation
    * AI-powered nudges from Em, prompting users to log accomplishments, recognize peers, or engage in activities.
  </Accordion>
</AccordionGroup>

## Engagement

<AccordionGroup>
  <Accordion title="Can the platform allow running customizable campaigns aligned with organizational goals and value frameworks?">
    Yes, the Xoxoday employee engagement solution allows organizations to run highly customizable campaigns. Admins can create surveys aligned with company goals and core values by customizing templates, questions, rating scales, and data visualizations. Campaigns can also be automated and adapted to different employee segments, ensuring strategic alignment and meaningful participation.
    ​
  </Accordion>

  <Accordion title="Does the platform allow for setting employee-specific or team-wide recognition goals?">
    Yes. Xoxoday’s employee recognition platform enables organizations to define employee-specific and team-wide recognition goals. Recognition programs can be customized by location, department, tenure, performance, or other business-defined eligibility criteria. This level of flexibility ensures that recognition is aligned with organizational values while being tailored to individual or team contributions.
    ​
  </Accordion>

  <Accordion title="Does the platform benchmark any rating or participation scores externally and provide such results?">
    Yes. Xoxoday employee engagement solution provides external benchmarking using anonymized industry data and third-party engagement metrics. Benchmarking is available for metrics like eNPS, participation rates, reward redemptions, and employee recognition frequency. These insights are included in quarterly business reviews to help organizations assess their performance against industry peers.
  </Accordion>
</AccordionGroup>


# Incentive awards
Source: https://help-empuls.xoxoday.com/admin/programs/awards/incentive-based-awards

Create goal-based incentive awards that reward employees for hitting measurable targets. Built to save HR and admin teams time.

Goal-based rewards allow organisations to incentivise employees for achieving measurable, ongoing performance objectives. Unlike traditional recognition programmes focused on anniversaries or one-off achievements, this feature ties rewards to clearly defined business, learning, and collaborative goals.

Admins define, manage, and approve goals, configure reward eligibility, and provide visibility through social recognition to consistently motivate employees.

## Why this matters

* Highly engaged teams show **21% greater profitability** and **41% less absenteeism** (Gallup).
* Traditional recognition systems often fail to continuously motivate employees, leading to disengagement.
* Goal-based incentives create measurable motivation and maintain focus on achieving objectives.

## When to use incentives

Incentives are most effective when you want to:

* **Reward completion of clearly defined targets** — sales quotas, learning milestones, or wellness challenges.
* **Encourage ongoing improvement** and sustained effort rather than one-time accomplishments.
* **Acknowledge systematic performance improvements** and consistent goal achievement.

## Example use cases

| Domain                     | Example                                                                     |
| -------------------------- | --------------------------------------------------------------------------- |
| **Sales**                  | Achieving quarterly or annual sales targets                                 |
| **Learning & Development** | Completing mandatory training, certifications, or skill-building programmes |
| **Wellness**               | Actively participating in company wellness initiatives or challenges        |
| **Operations**             | Meeting project deadlines, productivity benchmarks, or operational goals    |

## Steps to set up an incentive award

<Steps>
  <Step title="Navigate to Awards">
    Go to **Programs > Awards & Core Values > Create Award**.

    <Frame>
      <img alt="Programs > Awards & Core Values > Create Award navigation in the Admin Dashboard" />
    </Frame>
  </Step>

  <Step title="Select Incentive">
    Select **Incentive** and click **Proceed**.

    > Ideal for motivating employees to achieve predefined targets or milestones. Allows individuals or teams to claim rewards manually after successfully completing measurable goals.

    <Frame>
      <img alt="Award type selection screen with Incentive option highlighted" />
    </Frame>
  </Step>

  <Step title="Fill in award details">
    Enter the **award name**, **description**, **image**, and **recipient type**. Click **Continue**.

    An award recipient can be an individual, a team, or kept flexible.

    <Frame>
      <img alt="Award details form with fields for name, description, image, and recipient type" />
    </Frame>
  </Step>

  <Step title="Configure the reward">
    Choose to reward points or gift cards and merchandise.

    <Frame>
      <img alt="Reward configuration screen for incentive award with points and merchandise options" />
    </Frame>

    * **Attach Certificate** — See [Add certificates to awards](/admin/programs/awards/add-certificates-to-awards) for detailed steps.
    * **Add Products from the Store** — See [Set up product-based rewards](/admin/programs/awards/set-up-product-based-rewards) for detailed steps.
  </Step>

  <Step title="Define nominee, nominator, and approver eligibility">
    Set constraints on who can nominate, be nominated, and approve.

    <Frame>
      <img alt="Nominee, nominator, and approver eligibility configuration panel" />
    </Frame>

    <Frame>
      <img alt="Advanced eligibility filter settings for nominator and nominee constraints" />
    </Frame>

    <Tip>
      Use **OR** when matching any one clause is sufficient. Use **AND** when all clauses must match.
    </Tip>
  </Step>

  <Step title="Configure approver selection">
    Click the **pencil icon** and select a **First Level Approver**. Use advanced filters to refine your selection.

    <Frame>
      <img alt="Approver Selection screen with First Level Approver and advanced filter options" />
    </Frame>
  </Step>

  <Step title="Configure advanced settings">
    **A. Set Questions for Nominator** — Create up to 20 questions for nominators to answer when claiming the award. Text-based mandatory questions can also require an attachment.

    <Frame>
      <img alt="Set Questions for Nominator configuration with multiple-choice and short text options" />
    </Frame>

    **B. Citation Input** — When a mandatory public question exists, you can skip the separate citation input.

    <Frame>
      <img alt="Citation Input setting showing the option to skip citation when a mandatory public question is present" />
    </Frame>

    **C. Nomination Validity** — Set a validity period after which open claims are automatically declined.

    <Frame>
      <img alt="Nomination Validity setting with period configuration" />
    </Frame>

    **D. Self Nomination** — When enabled, allows employees to self-nominate and claim the incentive award after completing the goal.

    <Frame>
      <img alt="Self Nomination toggle in advanced award settings" />
    </Frame>

    **E. Notify Stakeholders** — Specify who is notified when the award is given (manager, HRBP, department head, etc.).

    <Frame>
      <img alt="Notify Stakeholders configuration with relation options" />
    </Frame>

    **F. Announcement and Feed Controls**

    * **Award Visibility** — Public (visible to all) or Private (visible only to sender and recipient).

    <Frame>
      <img alt="Award Visibility set to private — only sender and receiver are notified" />
    </Frame>

    <Frame>
      <img alt="Award Visibility set to public with option to allow nominators to control visibility" />
    </Frame>

    * **Information Disclosed** — Show/hide Award Giver, Citation by Nominator, and Award Name and Icon.

    <Frame>
      <img alt="Information Disclosed checkboxes for Award Giver, Citation, and Award Name and Icon" />
    </Frame>

    * **Privacy Control** — Centrally / Public / Private / By Nominator/Approver.
    * **Team Size** — Minimum 1, maximum 50 members.

    <Frame>
      <img alt="Privacy Control and Team Size settings with Confirm and Create button" />
    </Frame>

    Click **Confirm and Create** to complete the award setup.
  </Step>
</Steps>

## FAQs

<AccordionGroup>
  <Accordion title="Can I edit an award after it's created?">
    Yes. Changes to reward values, receiver conditions, or evidence questions do not affect existing nominations. Changes to award name, icon, or criteria apply retroactively.
  </Accordion>

  <Accordion title="What happens if an award is deleted?">
    Deleting an award does not impact existing nominations.
  </Accordion>

  <Accordion title="Who can give goal-based awards?">
    Managers and admins can issue awards. Employees can self-nominate if the **Allow employees to claim this incentive** checkbox is enabled during setup.
  </Accordion>

  <Accordion title="How frequently can an award be claimed?">
    Admins define claim frequency per award: Daily, Weekly, Fortnightly, Monthly, Quarterly, Yearly, or Once in a Lifetime.
  </Accordion>

  <Accordion title="How is evidence of goal achievement submitted?">
    Admins can add questions that employees must answer or attach evidence to when submitting a claim.
  </Accordion>

  <Accordion title="Can I restrict awards to specific teams or user groups?">
    Yes. Eligibility can be defined for specific users or teams, and team size restrictions can be configured in advanced settings.
  </Accordion>

  <Accordion title="How are award visibility and notifications managed?">
    Admins can control award visibility (public or private) and choose who gets notified when an award is issued.
  </Accordion>
</AccordionGroup>

<Note>
  For feedback or questions, reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Note>


# Types of awards
Source: https://help-empuls.xoxoday.com/admin/programs/awards/introduction-to-awards

See the different award types available in Empuls’s employee awards program and when to use each one.

An award is a form of recognition that includes a badge, a certificate, and the option to include a monetary value. You can give awards to anyone in your organisation — team members, managers, and colleagues — to acknowledge their hard work or positive attributes. Granting awards may be subject to restrictions defined by the Super Admin.

Empuls supports four award configurations, each suited to a different recognition scenario.

### 1. Spot awards

Spot awards are great for in-the-moment recognition. Use this option when you want to allow award givers to give awards without requiring approvals.

This award type supports all reward configurations: fixed or range-based points, gift cards, certificates, and team rewards.

<Frame>
  <img alt="Spot award flow diagram showing instant recognition without approvals" />
</Frame>

### 2. Approval-based awards

Use approval-based awards when you want employees to nominate colleagues for awards that need a review before being issued.

Four personas are involved:

* **Nominator** — Identifies the individual or team that deserves an award and submits a nomination.
* **Nominee** — The individual or group nominated. Nominees are not informed about the nomination process until the award is approved.
* **First-level approver** — Reviews the nomination and decides whether it should move forward.
* **Final-level approver** — The final authority on award nominations. Can approve nominations only if sufficient budget is available.

<Frame>
  <img alt="Simple approval-based award flow showing nominator, nominee, first-level approver, and final-level approver roles" />
</Frame>

**Jury approval-based awards** are an enterprise-only variant of this type. A jury panel rates nominations on a 10-point scale, and a moderator makes the final selection. Contact your account manager or CSM to enable jury awards.

<Frame>
  <img alt="Jury approval-based award flow diagram showing the jury panel rating process" />
</Frame>

### 3. Incentives

Ideal for motivating employees to achieve predefined targets or milestones. Employees or teams claim rewards manually after successfully completing measurable goals.

The process: Admin defines the goal → Employee completes the goal → Employee claims the award → Approver reviews and approves → Reward is issued.

<Frame>
  <img alt="Incentive award process flow from goal definition through reward issuance" />
</Frame>

### 4. Point distribution

* **Fixed** — The reward points remain the same for all recipients. The award presenter cannot modify the allocation.
* **Range** — The Super Admin sets a minimum and maximum points range. The award presenter can allocate points within that range. Applicable only for Spot Recognition.

## Next steps

Set up your first award by navigating to **Programs > Awards & Core Values > Create Award**.

<Note>
  Questions or support? Email [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Note>


# Jury awards
Source: https://help-empuls.xoxoday.com/admin/programs/awards/jury-based-awards

Run a peer-reviewed jury panel to score and select winners in your employee awards program. Built to save HR and admin teams time.

Jury-based awards add credibility and inclusivity by incorporating peer review, scoring, and voting. Use jury panels for prestigious awards, competitions, or transparent selection processes.

<Note>
  Jury-based awards are available in the enterprise version of Empuls. Contact your account manager or CSM to enable this feature.
</Note>

## How it works

The jury award process has four stages:

<Frame>
  <img alt="Jury award process flow diagram showing nominator, first-level reviewer, jury panel, and moderator stages" />
</Frame>

### 1. Nominator

The nominator nominates colleagues, direct reports, or themselves (based on admin-defined rules) by stating why the nominee deserves the award. The nominator may be required to provide a free-form justification or answer specific admin-defined questions.

<Frame>
  <img alt="Nominator submitting a nomination with justification text" />
</Frame>

### 2. First-level reviewer

The first-level reviewer filters nominations to eliminate duplicates and subpar submissions. They either approve the nomination and forward it to the jury, or decline it.

### 3. Jury panel

A group of users responsible for shortlisting the most deserving nominations. Each jury member rates nominations on a 10-point scale (or binary approve/decline), reading the justification provided by the nominator. Once all jury members rate the nominations, their opinions are sent to the moderator.

<Frame>
  <img alt="Jury panel rating screen showing nominations on a 10-point scale" />
</Frame>

### 4. Moderator

The moderator approves nominations based on jury ratings. They can view nomination ratings as soon as jury members begin scoring. The moderator shortlists the top nominations and approves them individually to announce winners.

Budget points are deducted from the moderator's account and credited to the winner's account as rewards. The moderator then declines all other nominations.

<Frame>
  <img alt="Moderator view showing jury ratings for all nominations with approve and decline actions" />
</Frame>

## When to use jury-based awards

Jury awards are recommended when:

* The award is given to the **top 1% of the organisation** in a year.
* Selection is assigned to senior employees such as **CXOs or BU Heads**.
* The award is issued **half-yearly or annually**.

## Sample templates

### a) Employee of the Year

**Objective:** Recognise the employee who has brought the organisation closest to its mission and vision by displaying organisational values.

**Evaluation criteria:** The employee must be personally and independently responsible for the success of a project or initiative that resulted in organisational growth.

**Questions to answer:**

* What organisational value has the employee displayed?
* When and how did the employee demonstrate the organisational value that led to a successful outcome?
* What is the impact of the employee's contribution towards organisational goals?

### b) Sales Champion of the Year

**Objective:** Motivate the high sales achiever who contributed most towards the organisational revenue goal.

**Evaluation criteria:** The employee must have achieved their own targets and contributed to their team's overall targets.

**Questions to answer:**

* What is the employee's revenue target vs achievement?
* What is the employee's share of the overall revenue target for the team?
* Why does the employee deserve to be the Sales Champion of the Year?

## Steps to set up a jury-based award

<Steps>
  <Step title="Navigate to the Admin Dashboard">
    Go to **Reports and Admin > Programs > Awards & Core Values > Create Award**.

    <Frame>
      <img alt="Programs > Awards & Core Values > Create Award navigation in the Admin Dashboard" />
    </Frame>
  </Step>

  <Step title="Select the award type">
    Select **Award that requires a Jury Panel's review** and click **Proceed**.

    <Frame>
      <img alt="Award type selection screen with Jury Panel review option highlighted" />
    </Frame>
  </Step>

  <Step title="Fill in award details">
    Enter the **award name**, **description**, **image**, and **recipient type**. Click **Continue**.

    An award recipient can be an individual, a team, or kept flexible.

    <Frame>
      <img alt="Award details form with fields for name, description, image, and recipient type" />
    </Frame>
  </Step>

  <Step title="Configure the reward">
    Choose to reward points or gift cards and merchandise.

    <Frame>
      <img alt="Reward configuration screen for jury-based award with points and merchandise options" />
    </Frame>

    * **Attach certificate** — Attach a certificate template. See [Add certificates to awards](/admin/programs/awards/add-certificates-to-awards) for detailed steps.
    * **Add products from store** — Reward with merchandise and gift cards. See [Set up product-based rewards](/admin/programs/awards/set-up-product-based-rewards) for detailed steps.
  </Step>

  <Step title="Define nominee, nominator, and approver eligibility">
    Set constraints on who can nominate, who can be nominated, and who can approve.

    <Frame>
      <img alt="Nominee, nominator, and approver eligibility configuration panel" />
    </Frame>

    <Frame>
      <img alt="Advanced eligibility filter settings for nominator and nominee constraints" />
    </Frame>

    <Tip>
      Use **OR** when matching any one clause is sufficient. Use **AND** when all clauses must match.
    </Tip>
  </Step>

  <Step title="Set jury and approver selection">
    Click the **pencil icon** and select **First Level Approver**, **Jury**, and **Moderator**. Use advanced filters to refine your selection.

    <Frame>
      <img alt="Jury and Approver Selection screen showing First Level Approver, Jury, and Moderator fields" />
    </Frame>
  </Step>

  <Step title="Configure advanced settings">
    **A. Set Questions for Nominator** — Create up to 20 questions (multiple-choice or short text) for nominators to answer.

    <Frame>
      <img alt="Set Questions for Nominator configuration with question types" />
    </Frame>

    **B. Citation Input** — When a mandatory public question exists, you can skip the separate citation input.

    <Frame>
      <img alt="Citation Input setting showing the option to skip citation when a mandatory public question is present" />
    </Frame>

    **C. Rating Scale** — Choose a rating scale for jury opinions: 10-point scale or binary (Approve or Decline).

    <Frame>
      <img alt="Rating Scale selection showing 10-point scale and Binary (Approve/Decline) options" />
    </Frame>

    **D. Nomination Validity** — Set a validity period after which open nominations are automatically declined.

    <Frame>
      <img alt="Nomination Validity setting with period configuration" />
    </Frame>

    **E. Self Nomination** — When enabled, allows a nominator to nominate themselves.

    <Frame>
      <img alt="Self Nomination toggle in advanced award settings" />
    </Frame>

    **F. Announcement and Feed Controls**

    * **Award Visibility** — Public (visible to all) or Private (visible only to sender and recipient).

    <Frame>
      <img alt="Award Visibility set to private — only sender and receiver are notified" />
    </Frame>

    <Frame>
      <img alt="Award Visibility set to public with option to allow nominators to control visibility" />
    </Frame>

    * **Information Disclosed** — Show/hide Award Giver, Citation by Nominator, and Award Name and Icon on the feed.

    <Frame>
      <img alt="Information Disclosed checkboxes for Award Giver, Citation, and Award Name and Icon" />
    </Frame>

    * **Privacy Control** — Centrally / Public / Private / By Nominator/Approver.
    * **Team Size** — Minimum 1, maximum 50 members.

    <Frame>
      <img alt="Privacy Control and Team Size settings with Confirm and Create button" />
    </Frame>

    Click **Confirm and Create** to complete the award setup.
  </Step>
</Steps>

## FAQs

<AccordionGroup>
  <Accordion title="Who should I include in a jury panel?">
    Include senior leaders, managers, or employees who can objectively evaluate nominations. A group of 3–4 members ensures balanced decision-making.
  </Accordion>

  <Accordion title="Can a nominator nominate themselves?">
    Yes. Self-nomination can be enabled during the award setup under Advanced Settings.
  </Accordion>

  <Accordion title="Can the award be kept private?">
    Yes. Awards can be configured as public (visible to all) or private (visible only to sender and recipient).
  </Accordion>

  <Accordion title="Can I restrict nominations to specific departments or roles?">
    Yes. Define eligibility criteria for nominators, nominees, and approvers using filters during award setup.
  </Accordion>

  <Accordion title="What rating scales are supported?">
    The jury can rate nominations using a 10-point scale or a binary (Approve/Decline) scale.
  </Accordion>

  <Accordion title="How can I give ratings as a jury member?">
    Go to **Recognition Approvals > View all nominations > Select the award > Jury View tab > Select the nomination > Rate accordingly**.
  </Accordion>

  <Accordion title="How can I approve or decline nominations as a moderator?">
    Go to **Recognition Approvals > View all nominations > Select the award > Moderator View tab > Select the nomination > Approve or Decline**.

    <Frame>
      <img alt="Recognition Approvals list showing nominations awaiting moderator review" />
    </Frame>

    <Frame>
      <img alt="Moderator View tab with nomination list and approve/decline controls" />
    </Frame>

    <Frame>
      <img alt="Nomination detail screen with Approve and Decline action buttons for the moderator" />
    </Frame>
  </Accordion>
</AccordionGroup>


# Revoke awards and gifts
Source: https://help-empuls.xoxoday.com/admin/programs/awards/revoke-awards

Revoke awards or gifts when a recognition needs to be taken back due to disputes, policy violations, accidental nominations, or human error.

If an award or gift needs to be taken back (revoked) due to disputes, policy violations, accidental nominations, or human error, the Super Admin can do it in a few simple steps.

<Steps>
  <Step title="Open the Admin Dashboard">
    Go to **Admin Dashboard** by clicking on **Report & Admin** as shown below.

    <Frame>
      <img alt="Reports and Admin link in Empuls to open the admin dashboard" />
    </Frame>
  </Step>

  <Step title="Navigate to Gifts > Revoke Gifts">
    Navigate to **Gifts > Revoke Gifts**.

    <Frame>
      <img alt="Revoke Gifts option under the Gifts menu in the admin dashboard" />
    </Frame>
  </Step>

  <Step title="Select the date range">
    Select the **date range** during which the gift has to be revoked.

    <Frame>
      <img alt="Date range filter on the Revoke Gifts page" />
    </Frame>
  </Step>

  <Step title="Choose the gift and revoke">
    Click on the gift and then click **Revoke** to initiate the process.

    <Frame>
      <img alt="Revoke button on the selected gift entry to start the revocation" />
    </Frame>

    **When you revoke an award or gift, the following happens:**

    * Points are returned to the nominator's account.
    * The award status is updated in the reports.
    * A notification is sent to the award recipient to inform them of the change.
    * The nominator is notified about the revocation.
    * If the nominator is disabled, Empuls can revoke the points to a different user's account.

    <Frame>
      <img alt="Confirmation dialog summarising the gift revocation outcome" />
    </Frame>
  </Step>
</Steps>

## FAQs

<AccordionGroup>
  <Accordion title="When should an award or gift be revoked?">
    Awards and gifts can be revoked in cases of disputes, policy violations, accidental nominations, or any human error.
  </Accordion>

  <Accordion title="What happens when an award or gift is revoked?">
    * Points are returned to the nominator's account.
    * Reports are updated with the revoked status.
    * Both the recipient and the nominator receive notifications about the revocation.
  </Accordion>

  <Accordion title="Can I revoke gifts from a specific period?">
    Yes. Use the **date range filter** in **Gifts > Revoke Gifts** to view and select awards or gifts within a specific period.
  </Accordion>

  <Accordion title="What if the nominator's account is disabled?">
    In such cases, Empuls lets you revoke the points to a different user's account, which can be set manually.
  </Accordion>
</AccordionGroup>

Application URL: `https://{tenant_url}/home/gift-rollback`


# Approval-based awards
Source: https://help-empuls.xoxoday.com/admin/programs/awards/set-up-approval-based-awards

Set up multi-level approvals for your employee awards program so recognition goes through the right reviewers.

Approval-based awards are best suited for high-value recognition linked to long-term goals. Nominations go through a defined review workflow before the award is issued to the recipient.

## Steps to create an approval-based award

<Steps>
  <Step title="Navigate to the Admin Dashboard">
    Go to the **Admin Dashboard** by clicking **Reports and Admin**, then navigate to **Programs > Awards & Core Values > Create Award**.

    <Frame>
      <img alt="Programs > Awards & Core Values > Create Award navigation in the Admin Dashboard" />
    </Frame>
  </Step>

  <Step title="Select the award type">
    Select **Award that needs approval** and click **Proceed**.

    > Best suited for high-value awards linked to long-term goals. Select this option when the award requires approval before being presented to the awardee.

    <Frame>
      <img alt="Award type selection screen with &#x22;Award that needs approval&#x22; option highlighted" />
    </Frame>
  </Step>

  <Step title="Add award details">
    Fill in the **award name**, **description**, **image**, and **recipient type**, then click **Continue**.

    An award recipient can be an individual, a team, or kept flexible — letting the award presenter decide.

    <Frame>
      <img alt="Award details form with fields for name, description, image, and recipient type" />
    </Frame>
  </Step>

  <Step title="Configure the reward">
    Choose whether to reward points or gift cards and merchandise.

    **For spot awards**, points can be:

    * **Fixed** — The same points every time; the presenter cannot modify.
    * **Range** — The Super Admin sets a min/max range; the presenter allocates within it.

    <Frame>
      <img alt="Reward configuration showing Fixed and Range point options" />
    </Frame>

    **For team rewards**, distribute configured points equally among all team members, or give each recipient the full configured points independently.

    <Frame>
      <img alt="Team reward distribution options showing equal split or independent allocation" />
    </Frame>

    **Attach Certificate** — Attach a certificate template to your award. Certificates are configurable and automatically populate with the awardee's details. See [Add certificates to awards](/admin/programs/awards/add-certificates-to-awards) for detailed steps.

    <Frame>
      <img alt="Attach Certificate option in the award reward configuration step" />
    </Frame>

    **Add Products from the Store** — Reward employees with merchandise and gift cards instead of points. See [Set up product-based rewards](/admin/programs/awards/set-up-product-based-rewards) for detailed steps.

    <Frame>
      <img alt="Add Products from the Store screen showing available collections" />
    </Frame>

    <Frame>
      <img alt="Select collection or create new collection screen" />
    </Frame>
  </Step>

  <Step title="Define nominee, nominator, and approver eligibility">
    Restrict nominations to specific groups by setting constraints on who can nominate, who can be nominated, and who can approve.

    <Frame>
      <img alt="Nominee, nominator, and approver eligibility configuration panel" />
    </Frame>

    <Frame>
      <img alt="Advanced eligibility filter settings for nominator and nominee constraints" />
    </Frame>

    **Example 1 — Jerry Maguire Award**
    Your company has a Sales award for the best performer. Nominations are submitted by first-line managers and require VP of Sales approval.

    <Frame>
      <img alt="Jerry Maguire award eligibility configuration example with Sales department filters" />
    </Frame>

    **Example 2 — Herman Boone Award**
    An award for excellence among people managers. All employees except VPs are eligible to be nominated. Anyone in the organisation can nominate, and final approval rests with either the CEO or the COO.

    <Frame>
      <img alt="Herman Boone award eligibility configuration example with VP exclusion and CEO/COO approvers" />
    </Frame>

    <Tip>
      Use **OR** when matching any one clause is sufficient for eligibility. Use **AND** when all clauses must match.
    </Tip>
  </Step>

  <Step title="Configure approver selection">
    Click the **pencil icon** next to the Approver Selection card. Choose between:

    * **Anyone** — Any user can approve the award.

    <Frame>
      <img alt="Approver Selection screen with the Anyone option selected" />
    </Frame>

    * **Specific User** — Define one or more specific approvers. Use filters to select the approver type and add multiple approval levels.

    <Frame>
      <img alt="Approver Selection screen with Specific User option and approver type filters" />
    </Frame>

    To add automatic approval, check **Set to Auto-Approve**. The selected approver is automatically assigned whenever an award is triggered, and all nominations reaching that level are automatically approved — provided the approver has sufficient budget.

    <Note>
      If an approver marked for Auto-Approval does not have sufficient budget, all Super Admins receive an email notification that the nomination is in a pending state.
    </Note>

    To add more approvers, click **Add Second Level Approver**.

    <Frame>
      <img alt="Add Second Level Approver button and multi-level approver configuration" />
    </Frame>

    To remove an approver, click the red **Remove** button. Once done, click **Save and Continue**.

    <Frame>
      <img alt="Remove approver button in red and Save and Continue action" />
    </Frame>
  </Step>

  <Step title="Configure advanced settings">
    **A. Set Questions for Nominator** — Create up to 20 questions (multiple-choice or short text) that nominators must answer. If a text-based question is mandatory, you can also mark an attachment as mandatory.

    <Frame>
      <img alt="Set Questions for Nominator with multiple-choice and short text question types" />
    </Frame>

    **B. Citation Input** — When a mandatory public question is added, you can skip the separate citation input.

    <Frame>
      <img alt="Citation Input setting showing the option to skip citation when a mandatory public question is present" />
    </Frame>

    **C. Nomination Validity** — Set a validity period after which open nominations are automatically declined.

    <Frame>
      <img alt="Nomination Validity setting with period configuration" />
    </Frame>

    **D. Self Nomination** — When enabled, allows a nominator to nominate themselves.

    <Frame>
      <img alt="Self Nomination toggle in advanced award settings" />
    </Frame>

    **E. Notify Stakeholders** — Specify who is notified when the award is given (manager, HRBP, department head, etc.).

    <Frame>
      <img alt="Notify Stakeholders configuration with relation options" />
    </Frame>

    **F. Announcement and Feed Controls**

    * **Award Visibility** — Post publicly on the feed, or keep private (only sender and receiver can see it). You can also allow nominators/approvers to control visibility at the time of giving.

    <Frame>
      <img alt="Award Visibility set to private — only sender and receiver are notified" />
    </Frame>

    <Frame>
      <img alt="Award Visibility set to public with option to allow nominators to control visibility" />
    </Frame>

    * **Information Disclosed** — Choose whether to show the Award Giver, Citation by Nominator, and Award Name and Icon on the feed.

    <Frame>
      <img alt="Information Disclosed checkboxes for Award Giver, Citation, and Award Name and Icon" />
    </Frame>

    * **Privacy Control**:
      * **Centrally** — Award is posted publicly and visible to all group members.
      * **Public** — Visible to all members of the group where recognition is posted.
      * **Private** — Only the nominator and nominee can see the award feed.
      * **By Nominator/Approver** — Privacy is set by the nominator or approver at time of giving.
    * **Team Size** — Minimum 1, maximum 50 members.

    <Frame>
      <img alt="Privacy Control and Team Size settings in advanced award configuration" />
    </Frame>

    Click **Confirm and Create** to complete the award setup.
  </Step>
</Steps>

<Note>
  The awardee's teammates are notified by email to crowdsource wishes for the award recipient.
</Note>


# Spot awards
Source: https://help-empuls.xoxoday.com/admin/programs/awards/set-up-awards-and-core-values

Create and configure spot awards — the instant, no-approval recognition tool in Empuls — and link core values to recognition.

With Empuls, you can create awards and value cards relevant to your R\&R programme needs and instantly distribute them across the organisation.

## Creating a new award

<Steps>
  <Step title="Navigate to the Admin Dashboard">
    Go to the **Admin Dashboard** by clicking **Reports and Admin** at the bottom of the left sidebar.
  </Step>

  <Step title="Create an award">
    Navigate to **Programs > Awards & Core Values > Create Award**.

    <Frame>
      <img alt="Programs > Awards & Core Values > Create Award navigation in the Admin Dashboard" />
    </Frame>
  </Step>

  <Step title="Select award type">
    Choose the award type:

    1. **Spot Award** — Instantly recognise outstanding performance without prior approval.
    2. **Award that needs approval** — Best for high-value awards linked to long-term goals. Goes through an approval process before being given.
    3. **Award that requires a Jury Panel's review** — For recognising outstanding achievements or setting up a people's choice award. A 10-point scale jury rating guides the moderator in shortlisting nominations.
    4. **Incentives** — Ideal for motivating employees to achieve predefined targets or milestones. Employees claim rewards manually after completing measurable goals.

    <Frame>
      <img alt="Award type selection screen showing Spot Award, Approval, Jury, and Incentive options" />
    </Frame>
  </Step>

  <Step title="Add award details">
    Fill in the **award name**, **description**, **image**, and **recipient type**, then click **Continue**.

    <Frame>
      <img alt="Award details form with fields for name, description, image, and recipient type" />
    </Frame>

    <Note>
      An award recipient can be an individual, a team, or kept flexible — letting the award presenter decide at the time of giving.
    </Note>
  </Step>

  <Step title="Configure the reward">
    Choose whether to reward **points** or **gift cards and merchandise**.

    **For spot awards**, points can be:

    * **Fixed** — The same points every time; the presenter cannot modify the allocation.
    * **Range** — The Super Admin sets a min/max range; the presenter allocates within that range.

    <Frame>
      <img alt="Spot award point configuration showing Fixed and Range options" />
    </Frame>

    **For team rewards**, you can either:

    * Distribute the configured points equally among all team members.
    * Give each recipient the full configured points independently.

    <Frame>
      <img alt="Team reward distribution options showing equal split or independent allocation" />
    </Frame>

    **Attach Certificate** — Use this option to attach a certificate template. Certificates are configurable and automatically populate with the awardee's details. See [Add certificates to awards](/admin/programs/awards/add-certificates-to-awards) for detailed steps.

    <Frame>
      <img alt="Attach Certificate option in the award configuration step" />
    </Frame>

    **Add Products from the Store** — Reward or gift employees with merchandise and gift cards instead of points. See [Set up product-based rewards](/admin/programs/awards/set-up-product-based-rewards) for detailed steps.

    <Frame>
      <img alt="Add Products from the Store screen showing available collections" />
    </Frame>

    <Frame>
      <img alt="Select collection or create new collection screen" />
    </Frame>
  </Step>

  <Step title="Define nominee, nominator, and approver eligibility">
    These settings allow you to award anyone or restrict awards to specific user groups.

    <Frame>
      <img alt="Nominee, nominator, and approver eligibility configuration panel" />
    </Frame>

    <Frame>
      <img alt="Advanced eligibility filter settings for nominator and nominee constraints" />
    </Frame>

    **Examples:**

    **Example 1 — Jerry Maguire Award** Your company has an award for the best Sales department performer. Nominations are submitted by first-line managers and require approval from the VP of Sales.

    <Frame>
      <img alt="Jerry Maguire award eligibility configuration example with Sales department filters" />
    </Frame>

    **Example 2 — Herman Boone Award** ABC Corp presents an award for excellence among people managers. All employees except VPs are eligible. Anyone can nominate, and final approval rests with either the CEO or the COO.

    <Frame>
      <img alt="Herman Boone award eligibility configuration example with VP exclusion and CEO/COO approvers" />
    </Frame>

    <Tip>
      Use **OR** when matching any one clause is sufficient for eligibility. Use **AND** when all clauses must match.
    </Tip>
  </Step>

  <Step title="Configure advanced settings">
    **A. Set Questions for Nominator** — Create up to 20 questions (multiple-choice or short text) that nominators must answer. If a question is text-based and mandatory, you can also mark an attachment as mandatory.

    <Frame>
      <img alt="Set Questions for Nominator configuration with multiple-choice and short text options" />
    </Frame>

    **B. Citation Input** — When a mandatory public question is added, you can skip the separate citation input.

    <Frame>
      <img alt="Citation Input setting showing the option to skip citation when a mandatory public question is present" />
    </Frame>

    **C. Nomination Validity** — Set a validity period after which open nominations are automatically declined.

    <Frame>
      <img alt="Nomination Validity setting with period configuration" />
    </Frame>

    **D. Self Nomination** — When enabled, allows a nominator to nominate themselves.

    <Frame>
      <img alt="Self Nomination toggle in advanced award settings" />
    </Frame>

    **E. Notify Stakeholders** — Specify who is notified when the award is given (manager, HRBP, department head, etc.).

    <Frame>
      <img alt="Notify Stakeholders configuration with relation options such as manager, HRBP, and department head" />
    </Frame>

    **F. Announcement and Feed Controls**

    * **Award Visibility** — Post publicly on the feed, or keep private (only sender and receiver can view).
      * You can also allow nominators/approvers to control visibility at the time of giving.

    <Frame>
      <img alt="Award Visibility set to private — only sender and receiver are notified" />
    </Frame>

    <Frame>
      <img alt="Award Visibility set to public with option to allow nominators to control visibility" />
    </Frame>

    * **Information Disclosed** — Choose whether to show Award Giver, Citation by Nominator, and Award Name and Icon on the feed.

    <Frame>
      <img alt="Information Disclosed checkboxes for Award Giver, Citation, and Award Name and Icon" />
    </Frame>

    * **Privacy Control**:
      * **Centrally** — Award is posted publicly and visible to all group members.
      * **Public** — Award feed visible to all members of the group where it is posted.
      * **Private** — Only the nominator and nominee can see the award feed.
      * **By Nominator/Approver** — Privacy is set by the nominator or approver at the time of giving.
    * **Team Size** — Minimum 1, maximum 50 members.

    <Frame>
      <img alt="Privacy Control and Team Size settings in advanced award configuration" />
    </Frame>

    Click **Confirm and Create** to complete the award setup.
  </Step>
</Steps>

<Note>
  The awardee's teammates are notified by email to crowdsource wishes for the award recipient.
</Note>

**Award design best practices:**

* Use clear names and simple descriptions.
* Align award categories with business goals and company culture.
* Limit the number of active awards for better adoption and clarity.
* Combine automated triggers with manual nominations for balance.
* Use AI nudges and notifications to sustain participation.

## Set up a reward budget

Once the award is created, assign a budget. Three options are available:

<Frame>
  <img alt="Reward budget setup screen showing three budget options" />
</Frame>

<Steps>
  <Step title="Navigate to the Admin Dashboard">
    Go to the **Admin Dashboard** by clicking **Reports and Admin** at the bottom of the left sidebar.
  </Step>

  <Step title="Create an award">
    Navigate to **Programs > Awards & Core Values > Create Award**.

    <Frame>
      <img alt="Programs > Awards & Core Values > Create Award navigation in the Admin Dashboard" />
    </Frame>
  </Step>

  <Step title="Select award type">
    Choose the award type:

    1. **Spot Award** — Instantly recognise outstanding performance without prior approval.
    2. **Award that needs approval** — Best for high-value awards linked to long-term goals. Goes through an approval process before being given.
    3. **Award that requires a Jury Panel's review** — For recognising outstanding achievements or setting up a people's choice award. A 10-point scale jury rating guides the moderator in shortlisting nominations.
    4. **Incentives** — Ideal for motivating employees to achieve predefined targets or milestones. Employees claim rewards manually after completing measurable goals.

    <Frame>
      <img alt="Award type selection screen showing Spot Award, Approval, Jury, and Incentive options" />
    </Frame>
  </Step>

  <Step title="Add award details">
    Fill in the **award name**, **description**, **image**, and **recipient type**, then click **Continue**.

    <Frame>
      <img alt="Award details form with fields for name, description, image, and recipient type" />
    </Frame>

    <Note>
      An award recipient can be an individual, a team, or kept flexible — letting the award presenter decide at the time of giving.
    </Note>
  </Step>

  <Step title="Configure the reward">
    Choose whether to reward **points** or **gift cards and merchandise**.

    **For spot awards**, points can be:

    * **Fixed** — The same points every time; the presenter cannot modify the allocation.
    * **Range** — The Super Admin sets a min/max range; the presenter allocates within that range.

    <Frame>
      <img alt="Spot award point configuration showing Fixed and Range options" />
    </Frame>

    **For team rewards**, you can either:

    * Distribute the configured points equally among all team members.
    * Give each recipient the full configured points independently.

    <Frame>
      <img alt="Team reward distribution options showing equal split or independent allocation" />
    </Frame>

    **Attach Certificate** — Use this option to attach a certificate template. Certificates are configurable and automatically populate with the awardee's details. See [Add certificates to awards](/admin/programs/awards/add-certificates-to-awards) for detailed steps.

    <Frame>
      <img alt="Attach Certificate option in the award configuration step" />
    </Frame>

    **Add Products from the Store** — Reward or gift employees with merchandise and gift cards instead of points. See [Set up product-based rewards](/admin/programs/awards/set-up-product-based-rewards) for detailed steps.

    <Frame>
      <img alt="Add Products from the Store screen showing available collections" />
    </Frame>

    <Frame>
      <img alt="Select collection or create new collection screen" />
    </Frame>
  </Step>

  <Step title="Define nominee, nominator, and approver eligibility">
    These settings allow you to award anyone or restrict awards to specific user groups.

    <Frame>
      <img alt="Nominee, nominator, and approver eligibility configuration panel" />
    </Frame>

    <Frame>
      <img alt="Advanced eligibility filter settings for nominator and nominee constraints" />
    </Frame>

    **Examples:**

    **Example 1 — Jerry Maguire Award** Your company has an award for the best Sales department performer. Nominations are submitted by first-line managers and require approval from the VP of Sales.

    <Frame>
      <img alt="Jerry Maguire award eligibility configuration example with Sales department filters" />
    </Frame>

    **Example 2 — Herman Boone Award** ABC Corp presents an award for excellence among people managers. All employees except VPs are eligible. Anyone can nominate, and final approval rests with either the CEO or the COO.

    <Frame>
      <img alt="Herman Boone award eligibility configuration example with VP exclusion and CEO/COO approvers" />
    </Frame>

    <Tip>
      Use **OR** when matching any one clause is sufficient for eligibility. Use **AND** when all clauses must match.
    </Tip>
  </Step>

  <Step title="Configure advanced settings">
    **A. Set Questions for Nominator** — Create up to 20 questions (multiple-choice or short text) that nominators must answer. If a question is text-based and mandatory, you can also mark an attachment as mandatory.

    <Frame>
      <img alt="Set Questions for Nominator configuration with multiple-choice and short text options" />
    </Frame>

    **B. Citation Input** — When a mandatory public question is added, you can skip the separate citation input.

    <Frame>
      <img alt="Citation Input setting showing the option to skip citation when a mandatory public question is present" />
    </Frame>

    **C. Nomination Validity** — Set a validity period after which open nominations are automatically declined.

    <Frame>
      <img alt="Nomination Validity setting with period configuration" />
    </Frame>

    **D. Self Nomination** — When enabled, allows a nominator to nominate themselves.

    <Frame>
      <img alt="Self Nomination toggle in advanced award settings" />
    </Frame>

    **E. Notify Stakeholders** — Specify who is notified when the award is given (manager, HRBP, department head, etc.).

    <Frame>
      <img alt="Notify Stakeholders configuration with relation options such as manager, HRBP, and department head" />
    </Frame>

    **F. Announcement and Feed Controls**

    * **Award Visibility** — Post publicly on the feed, or keep private (only sender and receiver can view).
      * You can also allow nominators/approvers to control visibility at the time of giving.

    <Frame>
      <img alt="Award Visibility set to private — only sender and receiver are notified" />
    </Frame>

    <Frame>
      <img alt="Award Visibility set to public with option to allow nominators to control visibility" />
    </Frame>

    * **Information Disclosed** — Choose whether to show Award Giver, Citation by Nominator, and Award Name and Icon on the feed.

    <Frame>
      <img alt="Information Disclosed checkboxes for Award Giver, Citation, and Award Name and Icon" />
    </Frame>

    * **Privacy Control**:
      * **Centrally** — Award is posted publicly and visible to all group members.
      * **Public** — Award feed visible to all members of the group where it is posted.
      * **Private** — Only the nominator and nominee can see the award feed.
      * **By Nominator/Approver** — Privacy is set by the nominator or approver at the time of giving.
    * **Team Size** — Minimum 1, maximum 50 members.

    <Frame>
      <img alt="Privacy Control and Team Size settings in advanced award configuration" />
    </Frame>

    Click **Confirm and Create** to complete the award setup.
  </Step>
</Steps>

<Note>
  The awardee's teammates are notified by email to crowdsource wishes for the award recipient.
</Note>

**Award design best practices:**

* Use clear names and simple descriptions.
* Align award categories with business goals and company culture.
* Limit the number of active awards for better adoption and clarity.
* Combine automated triggers with manual nominations for balance.
* Use AI nudges and notifications to sustain participation.

## Set up a reward budget

Once the award is created, assign a budget. Three options are available:

<Frame>
  <img alt="Reward budget setup screen showing three budget options" />
</Frame>

### A. Link the award to an existing budget

Best when using a shared budget across multiple awards. Available only if you have previously set up awards in Empuls.

### B. Create an exclusive budget for this award

Use when you want to restrict budget usage exclusively to this award.

1. Create a new budget with a name and description. Set a validity period to retract unused points if needed. Click **Next**.

<Frame>
  <img alt="Create exclusive budget form with name, description, and validity period fields" />
</Frame>

2. Assign budget points to users individually or by filter. Preview the budget summary on the right and click **Assign Reward Budget**.

<Frame>
  <img alt="Assign budget points to users screen with preview summary on the right" />
</Frame>

3. Once points are distributed, you'll receive a confirmation summary. Click **Close** to complete.

<Frame>
  <img alt="Budget distribution confirmation summary screen" />
</Frame>

### C. Assign points to the user's personal budget

Best when you want budget owners to use points for any award.

1. Assign budget points to users individually or by filter. Preview the summary and click **Assign Reward Budget**.

<Frame>
  <img alt="Assign points to personal budget screen with user filter options" />
</Frame>

2. Once distributed, you'll receive a confirmation summary. Click **Close**. You can also download the summary for your records.

## Edit an award

Navigate to **Programs > Awards & Core Values**, hover over an award, and click the **edit icon**. Make your changes and click **Confirm and Update** to save.

<Frame>
  <img alt="Awards list with edit icon visible on hover" />
</Frame>

<Frame>
  <img alt="Award edit panel showing editable fields" />
</Frame>

<Frame>
  <img alt="Confirm and Update button to save award edits" />
</Frame>

<Note>
  The award type cannot be changed after creation.
</Note>

## Additional award settings

Navigate to **Programs > Awards & Core Values**, hover over an award, and click the **three-dot icon** to:

* **Enable/disable** — Disabled awards can no longer be nominated for, but existing nominations remain active.
* **Make a copy** — Duplicate an award's configuration.
* **Delete** — Removes the award from the interface. Past data and pending nominations remain intact.

<Frame>
  <img alt="Three-dot menu on an award showing Enable, Disable, Make a copy, and Delete options" />
</Frame>

## Bulk awards

Navigate to **Programs > Awards & Core Values**, hover over an award, click the **three-dot icon**, and select **Send Award in Bulk**.

<Frame>
  <img alt="Three-dot menu on an award with Send Award in Bulk option highlighted" />
</Frame>

Download the sample CSV template, fill in the details, upload it, select the budget, and confirm. For range-based awards, enter points in a separate column.

<Frame>
  <img alt="Bulk awards CSV upload interface showing download template and upload options" />
</Frame>

## Manage Core Values

### Set up a core value card

Value cards represent your company's core values and the desired behaviours you want to recognise and reinforce at work.

<Steps>
  <Step title="Open the Core Values tab">
    Navigate to **Programs > Awards & Core Values > Core Values tab**.
  </Step>

  <Step title="Choose or create a value card">
    Choose from existing value badges or click **Add Core Value** to create a custom card.

    <Frame>
      <img alt="Core Values tab showing existing value badges and the Add Core Value button" />
    </Frame>
  </Step>

  <Step title="Enter value details">
    Fill in the **Core Value Name**, **Description**, and **Hashtag**. Upload and crop an image. Click **Add**.

    <Frame>
      <img alt="Add Core Value form with fields for name, description, hashtag, and image upload" />
    </Frame>

    The new value card will be added to the core value cards list.

    <Frame>
      <img alt="Core values list showing the newly added value card" />
    </Frame>
  </Step>
</Steps>

**Core value setup best practices:**

* Limit values to 5–8 for simplicity and adoption.
* Use distinctive icons, colours, and hashtags for each value.
* Link recognitions to company principles and behaviours.
* Review adoption trends quarterly.
* Recognise values publicly in feeds and leaderboards.

**Examples of core values:**

| Value               | Hashtag         | Description                                                           |
| ------------------- | --------------- | --------------------------------------------------------------------- |
| Collaboration       | #Collaboration  | For individuals who promote teamwork and cross-functional success.    |
| Innovation          | #Innovation     | For employees who propose or implement new ideas with impact.         |
| Customer Centricity | #CustomerFirst  | For employees who deliver exceptional customer experiences.           |
| Integrity           | #Integrity      | For showing honesty and accountability in every decision.             |
| Ownership           | #Ownership      | For employees who take initiative and deliver outcomes independently. |
| Motivation          | #Motivation     | For those who inspire and uplift their peers.                         |
| Inclusivity         | #Inclusivity    | For fostering a diverse and inclusive work environment.               |
| Accountability      | #Accountability | For maintaining reliability and commitment to results.                |

### Additional core value settings

Navigate to **Programs > Awards & Core Values > Core Values tab**. Click the three-dot icon on any core value card to edit, disable, or delete it.

<Frame>
  <img alt="Three-dot icon on a core value card showing edit, disable, and delete options" />
</Frame>

<Frame>
  <img alt="Edit, disable, and delete options in the core value three-dot menu" />
</Frame>

<Frame>
  <img alt="Core value card actions menu with management options" />
</Frame>

## FAQs

<AccordionGroup>
  <Accordion title="What types of awards can I create?">
    Spot Award (instant, no approval), Approval Award (one or more approval levels), Jury Award (nominations reviewed by a jury panel), and Incentives (goal-based claims).
  </Accordion>

  <Accordion title="How do I create an award?">
    Go to **Programs > Awards & Core Values > Create Award**. Select the award type, enter a name, description, and image, set recipient and nominator rules, configure rewards (points, gift cards, certificates), assign a budget, and click **Confirm and Create**.
  </Accordion>

  <Accordion title="What reward types can I add?">
    Fixed or range-based points, gift cards, physical products, or certificates. Team rewards can be split equally or given individually.
  </Accordion>

  <Accordion title="How do I edit or disable an award?">
    Go to **Programs > Awards & Core Values**, click the edit icon, make your changes, and save. Use the three-dot menu to disable an award.
  </Accordion>

  <Accordion title="What's the difference between disabling and deleting an award?">
    **Disable** stops new nominations but retains all past data. **Delete** removes the award from the interface but past data and pending nominations stay intact.
  </Accordion>

  <Accordion title="How do I give awards in bulk?">
    Go to **Programs > Awards & Core Values > \[award] > three-dot icon > Send Award in Bulk**. Download the sample CSV, fill in the details, upload it, select a budget, and confirm.
  </Accordion>

  <Accordion title="How do I create a core value?">
    Go to **Programs > Awards & Core Values > Core Values > Add Core Value**. Enter the name, description, hashtag, and image. Save to activate.
  </Accordion>
</AccordionGroup>

Best when using a shared budget across multiple awards. Available only if you have previously set up awards in Empuls.

### B. Create an exclusive budget for this award

Use when you want to restrict budget usage exclusively to this award.

1. Create a new budget with a name and description. Set a validity period to retract unused points if needed. Click **Next**.

<Frame>
  <img alt="Create exclusive budget form with name, description, and validity period fields" />
</Frame>

2. Assign budget points to users individually or by filter. Preview the budget summary on the right and click **Assign Reward Budget**.

<Frame>
  <img alt="Assign budget points to users screen with preview summary on the right" />
</Frame>

3. Once points are distributed, you'll receive a confirmation summary. Click **Close** to complete.

<Frame>
  <img alt="Budget distribution confirmation summary screen" />
</Frame>

### C. Assign points to the user's personal budget

Best when you want budget owners to use points for any award.

1. Assign budget points to users individually or by filter. Preview the summary and click **Assign Reward Budget**.

<Frame>
  <img alt="Assign points to personal budget screen with user filter options" />
</Frame>

2. Once distributed, you'll receive a confirmation summary. Click **Close**. You can also download the summary for your records.

## Edit an award

Navigate to **Programs > Awards & Core Values**, hover over an award, and click the **edit icon**. Make your changes and click **Confirm and Update** to save.

<Frame>
  <img alt="Awards list with edit icon visible on hover" />
</Frame>

<Frame>
  <img alt="Award edit panel showing editable fields" />
</Frame>

<Frame>
  <img alt="Confirm and Update button to save award edits" />
</Frame>

<Note>
  The award type cannot be changed after creation.
</Note>

## Additional award settings

Navigate to **Programs > Awards & Core Values**, hover over an award, and click the **three-dot icon** to:

* **Enable/disable** — Disabled awards can no longer be nominated for, but existing nominations remain active.
* **Make a copy** — Duplicate an award's configuration.
* **Delete** — Removes the award from the interface. Past data and pending nominations remain intact.

<Frame>
  <img alt="Three-dot menu on an award showing Enable, Disable, Make a copy, and Delete options" />
</Frame>

## Bulk awards

Navigate to **Programs > Awards & Core Values**, hover over an award, click the **three-dot icon**, and select **Send Award in Bulk**.

<Frame>
  <img alt="Three-dot menu on an award with Send Award in Bulk option highlighted" />
</Frame>

Download the sample CSV template, fill in the details, upload it, select the budget, and confirm. For range-based awards, enter points in a separate column.

<Frame>
  <img alt="Bulk awards CSV upload interface showing download template and upload options" />
</Frame>

## Manage Core Values

### Set up a core value card

Value cards represent your company's core values and the desired behaviours you want to recognise and reinforce at work.

<Steps>
  <Step title="Open the Core Values tab">
    Navigate to **Programs > Awards & Core Values > Core Values tab**.
  </Step>

  <Step title="Choose or create a value card">
    Choose from existing value badges or click **Add Core Value** to create a custom card.

    <Frame>
      <img alt="Core Values tab showing existing value badges and the Add Core Value button" />
    </Frame>
  </Step>

  <Step title="Enter value details">
    Fill in the **Core Value Name**, **Description**, and **Hashtag**. Upload and crop an image. Click **Add**.

    <Frame>
      <img alt="Add Core Value form with fields for name, description, hashtag, and image upload" />
    </Frame>

    The new value card will be added to the core value cards list.

    <Frame>
      <img alt="Core values list showing the newly added value card" />
    </Frame>
  </Step>
</Steps>

**Core value setup best practices:**

* Limit values to 5–8 for simplicity and adoption.
* Use distinctive icons, colours, and hashtags for each value.
* Link recognitions to company principles and behaviours.
* Review adoption trends quarterly.
* Recognise values publicly in feeds and leaderboards.

**Examples of core values:**

| Value               | Hashtag         | Description                                                           |
| ------------------- | --------------- | --------------------------------------------------------------------- |
| Collaboration       | #Collaboration  | For individuals who promote teamwork and cross-functional success.    |
| Innovation          | #Innovation     | For employees who propose or implement new ideas with impact.         |
| Customer Centricity | #CustomerFirst  | For employees who deliver exceptional customer experiences.           |
| Integrity           | #Integrity      | For showing honesty and accountability in every decision.             |
| Ownership           | #Ownership      | For employees who take initiative and deliver outcomes independently. |
| Motivation          | #Motivation     | For those who inspire and uplift their peers.                         |
| Inclusivity         | #Inclusivity    | For fostering a diverse and inclusive work environment.               |
| Accountability      | #Accountability | For maintaining reliability and commitment to results.                |

### Additional core value settings

Navigate to **Programs > Awards & Core Values > Core Values tab**. Click the three-dot icon on any core value card to edit, disable, or delete it.

<Frame>
  <img alt="Three-dot icon on a core value card showing edit, disable, and delete options" />
</Frame>


# Set up product-based rewards
Source: https://help-empuls.xoxoday.com/admin/programs/awards/set-up-product-based-rewards

Create gift card and merchandise collections to reward employees with tangible gifts instead of points.

Empuls lets you set up gifts by creating collections of gift cards and merchandise from 20+ categories. Collections provide the flexibility to reward employees with tangible items instead of the conventional points system.

## Before you begin

Understand employee demographics and preferences, and consider budget allocation across different gift categories.

## How to set up product-based gifts

<Steps>
  <Step title="Add a gifting event">
    Navigate to **Gifts > Manage Gifts** and click **Create Gift**. Select **Send Manually**.

    <Frame>
      <img alt="Gifts > Manage Gifts page with Create Gift button" />
    </Frame>

    <Frame>
      <img alt="Send Manually option selected in the gift creation dialog" />
    </Frame>
  </Step>

  <Step title="Create a new event">
    Select from existing event templates or **Create New Event**. Fill in the **Event Name**, **Title**, and **Message**.

    <Frame>
      <img alt="Create New Event form with Event Name, Title, and Message fields" />
    </Frame>

    <Frame>
      <img alt="Event details form continued with title and message configuration" />
    </Frame>
  </Step>

  <Step title="Configure the gift">
    In the next step, configure the gift. To set up a product-based gift, select **Yes, Add Merchandise Collection** and click **Select Collection**.

    <Frame>
      <img alt="Configure gift screen with Yes, Add Merchandise Collection option selected" />
    </Frame>
  </Step>

  <Step title="Select or create a new collection">
    Select a collection from the list or click **Create New Collection**.

    <Frame>
      <img alt="Collections list with existing collections and Create New Collection option" />
    </Frame>

    * Select the country of your choice by clicking on the country name.

    <Frame>
      <img alt="Country selection screen for filtering available products by geography" />
    </Frame>

    * Choose **Gift Cards**, **Merchandise**, or a mix of both. Filter options across 20+ categories including Food, Fashion, Lifestyle, Travel, Baby Care, and more.
    * Click **Add** next to each product you want to include in the collection.

    <Frame>
      <img alt="Product catalogue showing gift cards and merchandise across categories with Add buttons" />
    </Frame>

    <Frame>
      <img alt="Additional products browsing screen with items selected and ready to add" />
    </Frame>
  </Step>

  <Step title="Add products to the collection">
    Products added are shown on the right. Once done, click **Next**.

    <Frame>
      <img alt="Collection builder with selected products shown in the right panel and Next button" />
    </Frame>
  </Step>

  <Step title="Add collection details">
    Fill in the **Name**, **Purpose**, and **Maximum spend**. Click **Save** to reuse this collection for future events.

    <Frame>
      <img alt="Collection details form with Name, Purpose, and Maximum spend fields" />
    </Frame>

    You can also choose to **Hide Product Price** by checking that option.

    <Frame>
      <img alt="Hide Product Price checkbox option in collection settings" />
    </Frame>
  </Step>

  <Step title="Define stakeholders">
    Define who can send this gift and who will be informed of the process. Click **Finish Setup**.

    <Frame>
      <img alt="Define Stakeholders screen with sender and notification settings and Finish Setup button" />
    </Frame>
  </Step>
</Steps>

## Common use cases

### Building culture with company swag

Using a product-based collection for company swag builds brand identity and a sense of belonging.

* **Why it matters:** New hires and remote employees feel more connected when they receive branded physical items like hoodies, mugs, or welcome kits.
* **The solution:** Create a dedicated **Swag Collection** so employees receive tangible items that represent your company culture — turning a standard onboarding gift into a moment of pride and inclusion.

### Elevating Long Service Awards (LSA)

For major milestones, the reward needs to feel exclusive and personal.

* **Why it matters:** Long-tenured employees deserve a reward that stands out from everyday recognition.
* **The solution:** Create a premium product-based collection (high-end electronics, travel, or lifestyle goods) so the reward matches the significance of the achievement.

## FAQs

<AccordionGroup>
  <Accordion title="What is a product-based gift in Empuls?">
    A product-based gift includes merchandise and/or gift cards curated into a collection, allowing recipients to choose from a variety of items instead of receiving points.
  </Accordion>

  <Accordion title="Can I include both merchandise and gift cards in a single collection?">
    Yes. You can create mixed collections with both to offer variety and flexibility to employees.
  </Accordion>

  <Accordion title="Can I customise collections based on country or region?">
    Yes. Empuls lets you filter and create collections by country, ensuring product availability and relevance based on geography.
  </Accordion>

  <Accordion title="How do I reuse a gift collection for another event?">
    Once saved, collections can be reused for future events. Simply select the existing collection when creating a new gifting event.
  </Accordion>

  <Accordion title="Can I automate gift sending for birthdays or anniversaries?">
    Yes. Use the **Automated Greetings** section to schedule and automate gift distribution for birthdays, anniversaries, and other milestones.
  </Accordion>
</AccordionGroup>


# Manage fitness challenges
Source: https://help-empuls.xoxoday.com/admin/programs/fitness-challenges

Learn how to enable fitness challenge templates, configure milestone rewards, manage leaderboards, send nudge emails, view activity reports, and control the exclusion list.

Fitness challenges in Empuls let you launch structured wellness programs using pre-built templates. Employees join challenges, connect their fitness devices, and compete on leaderboards. You configure the milestone rewards, monitor participation through the management dashboard, and nudge employees to keep engagement high.

## Video walkthrough

<iframe />

## How fitness challenges work

The lifecycle of a fitness challenge follows these stages:

1. You select a challenge template and configure milestone reward points.
2. Employees join the challenge through the Empuls app or web platform and connect a fitness device (Apple Health, Google Fit, Fitbit, Strava, Samsung Health, or Garmin).
3. Activity data syncs automatically from connected devices.
4. Leaderboard rankings update according to the challenge's reset frequency (monthly or weekly).
5. When employees hit milestone thresholds, Empuls automatically distributes the reward points you configured.

## Challenge templates

Empuls provides six pre-built challenge templates. You cannot modify the core template configuration, but you can set the reward points for each milestone.

| Challenge               | What's tracked                    | Duration          | Resets  |
| ----------------------- | --------------------------------- | ----------------- | ------- |
| Stepathon               | Daily steps                       | 1st–21st of month | Monthly |
| Workout Warrior         | Workout minutes (max 120 min/day) | 1st–21st of month | Monthly |
| 5K Weekend Run          | Distance (km)                     | Saturday–Sunday   | Weekly  |
| 10K Weekend Run         | Distance (km)                     | Saturday–Sunday   | Weekly  |
| Half Marathon (21.1 km) | Distance (km)                     | Saturday–Sunday   | Weekly  |
| Full Marathon (42.2 km) | Distance (km)                     | Saturday–Sunday   | Weekly  |

## Enable a challenge

<Steps>
  <Step title="Open Fitness Challenges">
    In the admin sidebar, go to **Incentives > Fitness Challenges**. The page shows two sections: **Enabled Challenges** (currently active) and **Available Challenges** (templates ready to enable).
  </Step>

  <Step title="Select a template">
    Under **Available Challenges**, click the template card you want to activate.
  </Step>

  <Step title="Review the challenge information">
    A modal opens with details about the challenge: **How it works**, **Why it's beneficial**, and **What's needed** (device requirements). Review the details and click **Continue**.
  </Step>

  <Step title="Configure milestone rewards">
    Set the reward points employees receive for each milestone threshold. Optionally, attach a gift to a milestone by using the gift selector. Choose the Empuls group whose members will participate, and select the reward sender (the Empuls user account that distributes rewards).
  </Step>

  <Step title="Enable the challenge">
    Click **Enable** to activate the challenge. It moves to the **Enabled Challenges** section and becomes visible to employees in their fitness challenges menu.
  </Step>
</Steps>

<Tip>
  Set milestone reward values that align with your existing recognition budget. Employees earning significant reward points from fitness challenges increases overall redemption activity, so plan budget allocation accordingly.
</Tip>

## Manage a challenge leaderboard

<Steps>
  <Step title="Open the management page">
    On the **Fitness Challenges** admin page, find the challenge under **Enabled Challenges** and click **Manage Leaderboard**.
  </Step>

  <Step title="Review the overview">
    The management page shows the challenge banner with start date, score reset frequency, and total participant count.
  </Step>

  <Step title="Use the challenge menu">
    Click the dropdown icon on the challenge banner to access:

    * **Edit Reward Value** — update the reward points assigned to each milestone without disabling the challenge.
    * **Disable Challenge** — deactivate the challenge (see [Disable or re-enable a challenge](#disable-or-re-enable-a-challenge)).
  </Step>
</Steps>

## Send nudge emails

Send email reminders to participants to encourage continued engagement during a challenge.

<Steps>
  <Step title="Open the nudge modal">
    On the challenge management page, click **Nudge All** at the top of the page.
  </Step>

  <Step title="Customize the email">
    Edit the **Email subject** and **Email body** fields. Use the token `\{\{dateRange\}\}` anywhere in the body — Empuls replaces it automatically with the current challenge run's start and end dates.
  </Step>

  <Step title="Choose recipients">
    Select who receives the nudge:

    * **All users** — sends to everyone in the challenge's participant group.
    * **Enrolled users only** — sends only to employees who have actively joined the challenge.
  </Step>

  <Step title="Send the nudge">
    Click **Send**. Participants receive the email at their registered address.
  </Step>
</Steps>

<Tip>
  Send nudges mid-cycle — around the halfway point of a monthly or weekly run — when participation typically dips. Nudges sent at the start and end of a cycle have lower impact.
</Tip>

## View participant reports

The Reports tab shows a detailed activity log for all participants.

<Steps>
  <Step title="Open the Reports tab">
    On the challenge management page, click the **Reports** tab.
  </Step>

  <Step title="Filter by date range">
    Use the date range picker to narrow the report to a specific period — useful for reviewing a single monthly or weekly run.
  </Step>

  <Step title="Review the data">
    The Participant Activity Report shows:

    * **Employee** — name and details
    * **Metric value** — steps, workout minutes, or distance depending on the challenge type
    * **Date** — the date the activity was recorded
  </Step>

  <Step title="Paginate through records">
    Use the pagination controls at the bottom to browse all participant records.
  </Step>
</Steps>

## Manage the exclusion list

Exclude specific employees from leaderboard rankings without removing them from the participant group.

<Steps>
  <Step title="Open the Exclusion List tab">
    On the challenge management page, click the **Exclusion List** tab.
  </Step>

  <Step title="Add users to the exclusion list">
    Click **Add Users**, search for the employee by name, and select them from the results. Confirm to add them to the list.
  </Step>

  <Step title="Remove users from the exclusion list">
    Find the employee in the exclusion list and click **Remove** next to their entry.
  </Step>
</Steps>

<Note>
  Common reasons to exclude users: employees on extended leave, HR staff who administer the program, or test accounts used during setup. Excluded users can still see the challenge and leaderboard but are not ranked or eligible for milestone rewards.
</Note>

## Disable or re-enable a challenge

<Steps>
  <Step title="Open the challenge management page">
    Navigate to the challenge you want to disable under **Enabled Challenges** and click **Manage Leaderboard**.
  </Step>

  <Step title="Disable the challenge">
    Click the dropdown on the challenge banner and select **Disable Challenge**. Confirm in the modal that appears.
  </Step>

  <Step title="Re-enable if needed">
    To re-enable a disabled challenge, find it on the admin fitness page (it will appear as available again), click it, and follow the enable flow.
  </Step>
</Steps>

<Note>
  Disabling a challenge stops new activity from being tracked and removes it from employees' fitness challenge listings. All historical leaderboard data and participant reports are preserved and remain accessible in the management dashboard.
</Note>

## FAQs

<AccordionGroup>
  <Accordion title="Can I create custom challenge templates?">
    No. Fitness challenges are based on six pre-built templates (Stepathon, Workout Warrior, and four running distance challenges). You can configure milestone reward points and group assignment, but the core challenge type, metric, and schedule are defined by the template.
  </Accordion>

  <Accordion title="How do employees connect their fitness devices?">
    After joining a challenge, employees scan a QR code in the Empuls app to connect a supported fitness platform — Apple Health, Google Fit, Fitbit, Strava, Samsung Health, or Garmin. Activity data syncs automatically once connected. Employees need the Empuls mobile app and a compatible device or fitness app.
  </Accordion>

  <Accordion title="What happens to participant data when I disable a challenge?">
    All historical data is preserved. Leaderboard rankings, participant activity reports, and milestone achievement records remain accessible in the management dashboard even after a challenge is disabled. Active data collection stops immediately on disable.
  </Accordion>

  <Accordion title="Can I change reward values for an active challenge?">
    Yes. Use the **Edit Reward Value** option from the dropdown on the challenge management page. Updated values take effect immediately and apply to future milestone distributions.
  </Accordion>

  <Accordion title="How often does participant activity data update?">
    Activity data syncs from participants' connected devices through the Empuls mobile app. The frequency depends on the participant's device and sync settings. Leaderboard rankings reflect the most recently synced data available.
  </Accordion>

  <Accordion title="Can I run multiple challenges simultaneously?">
    Yes. You can enable multiple challenge templates at the same time. Employees can join as many active challenges as they choose.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Manage leaderboards" icon="chart-column" href="/admin/programs/leaderboard">
    Configure engagement leaderboards with custom scoring rules, categories, and milestone rewards.
  </Card>

  <Card title="Health & wellness" icon="heart-pulse" href="/admin/benefits/health-wellness">
    Set up company-sponsored gym memberships, health checkups, and other wellness benefits.
  </Card>

  <Card title="Fitness challenges for employees" icon="person-running" href="/employees/benefits/fitness-challenges">
    See how employees join challenges, connect devices, and track their progress.
  </Card>
</CardGroup>


# Launch communication kit
Source: https://help-empuls.xoxoday.com/admin/programs/launch-communication-kit

Resources for communicating Empuls launch in your organisation — videos, mailer templates, best practices, and downloadable launch posters.

This kit gives you everything you need to plan and announce your Empuls launch: training videos, ready-to-send email templates, best-practice tips, and a full set of branded posters you can share.

## Launch videos

<iframe title="Empuls launch video 1" />

<iframe title="Empuls launch video 2" />

## Launch mailer content

### Template 1

<Card>
  Hello Team,

  Your contribution each day is what makes us tick as an organisation. To recognise these contributions, build a culture of appreciation, and create an environment of trust and transparency at *\[company name]*, we are excited to introduce *\[Empuls / Custom Program Name]*.

  *\[Empuls / Custom Program Name]* will help us connect, collaborate, celebrate milestones, appreciate peers, and seek and give constructive feedback all in one place. Building a great culture is a shared responsibility for all of us, and I invite you to start contributing by taking some very simple steps. See someone exhibiting our values — call it out. Notice something that needs improvement — share feedback. If you have ideas that help us improve as a team, fire away.

  So go ahead and get started today. You would have received an invitation to join already. But if not, click on this link and use your work email address to get started: *\[subdomain.xoxoday.com]*

  Onwards and upwards.
</Card>

### Template 2

<Card>
  Hi Team,

  We think you're amazing and want to recognise you for your meaningful contributions to *\[company\_name]* each day. That is why we've launched *\[Empuls / Custom Program Name]*.

  Collaborate with your teammates, share ideas and appreciation, and celebrate your collective success in real-time. We think you'll love staying socially connected under one hub and giving recognition that is candid, social, and expressive. What's more? Manage your own 360° feedback surveys to achieve your career development goals.

  You will receive an email inviting you to join *\[Empuls / Custom Program Name]* on *\[launch date]*.

  Together, we're looking forward to building a culture of recognition and feedback. Your active participation and engagement are crucial in making this a success.

  With warm regards,
  HR Team
</Card>

## Best practices

### Make your welcome post an exciting one

Let your CEO, CHRO, or the people manager send the first-ever post on the platform welcoming your employees. This announcement is critical as it will be the first org-specific welcome on the platform. A great idea is for the Super Admin (or any HR leader) to announce this on the Town Hall group and start your org's Empuls journey.

Add an **'@Group'** tag to the launch message to ensure that all team members are notified via email as well.

### Create your team of 'Culture Champions'

Assign a few active employees from each department, or create a team of "Culture Champions" who can help ensure employees in their respective teams participate in your engagement programs. This team can also help drive future initiatives. Form a team of culture heroes, create a group on Empuls, add them to the group, and encourage them to share ideas and execute activities on the platform.

### Spotlight the first log-ins

Make your launch exciting by gamifying the sign-up experience:

* The first few users (could be the first 20, 50, or 100) get bonus reward points.
* Highlight the first 5–10 employees who signed up as 'The Famous Five' or 'The Famous 10.'
* The first team to enable accounts for all their members gets spotlight team status — celebrate with an award like 'The Lightning Team' on Day 1.

Here are some award icons you can use to recognise these early adopters (Fantastic Five, Famous Five, Terrific 10, Top Ten):

<Frame>
  <img alt="Fantastic Five, Famous Five, Terrific 10, and Top Ten award icons for early adopters" />
</Frame>

## Launch posters

<Info>
  Get the source files for all the launch poster templates [here](https://drive.google.com/drive/folders/1ejD_qaIhd79IymokjZFhi6GaAzoM28i5?usp=sharing).
</Info>

### 1. Pre-launch poster

[Source file](https://drive.google.com/file/d/1TKuBGXFrsAKk2RhKCSSr5x8r1x4EzsJd/view?usp=sharing)

<Frame>
  <img alt="Empuls pre-launch teaser poster" />
</Frame>

<Frame>
  <img alt="Empuls pre-launch announcement poster variant" />
</Frame>

<Frame>
  <img alt="Empuls pre-launch teaser poster variant" />
</Frame>

### 2. Introducing Empuls

<Frame>
  <img alt="Introducing Empuls poster highlighting recognition features" />
</Frame>

<Frame>
  <img alt="Introducing Empuls poster featuring collaboration and rewards" />
</Frame>

<Frame>
  <img alt="Introducing Empuls poster showcasing employee engagement benefits" />
</Frame>

### 3. Launch poster

<Frame>
  <img alt="Empuls launch day announcement poster" />
</Frame>

<Frame>
  <img alt="Empuls launch poster inviting employees to join the platform" />
</Frame>

<Frame>
  <img alt="Empuls launch poster promoting peer recognition" />
</Frame>

<Frame>
  <img alt="Empuls launch poster highlighting rewards and perks" />
</Frame>

<Frame>
  <img alt="Empuls launch poster celebrating team culture" />
</Frame>

<Frame>
  <img alt="Empuls launch poster promoting feedback surveys" />
</Frame>

<Frame>
  <img alt="Empuls launch poster encouraging social engagement" />
</Frame>

<Frame>
  <img alt="Empuls launch poster highlighting milestones and celebrations" />
</Frame>

<Frame>
  <img alt="Empuls launch poster promoting recognition culture" />
</Frame>

<Frame>
  <img alt="Empuls launch poster spotlighting employee appreciation" />
</Frame>

<Frame>
  <img alt="Empuls launch poster inviting employees to get started" />
</Frame>

## Get the Empuls app

<Frame>
  <img alt="Get the Empuls mobile app on App Store and Google Play" />
</Frame>


# Manage leaderboards
Source: https://help-empuls.xoxoday.com/admin/programs/leaderboard

Learn how to build Empuls leaderboards with custom scoring rules, manage categories and exclusions, control visibility, and drive engagement through gamified competitions.

Leaderboards in Empuls turn employee engagement into a transparent, gamified experience. Employees earn engagement credits for specific platform actions (recognising peers, completing learning modules, participating in wellness challenges) and their cumulative scores determine their ranking. Admins configure which activities earn credits, how frequently scores reset, how many winners to spotlight, and whether to attach monetary milestone rewards. This page covers how to create and manage custom leaderboards, including the Gamezone feature for milestone-based incentives.

## Video walkthrough

<iframe />

## How leaderboards work

Every action an employee takes on Empuls can be associated with an **engagement credit score**. These are non-monetary points that measure participation — they are separate from the reward points employees redeem in the shop.

* Admins assign credit values to specific events (posting recognition, welcoming a new joiner, completing a profile, etc.).
* Employees accumulate credits over a game period (monthly, quarterly, or annually).
* Their total score ranks them against peers in the leaderboard's participant group.
* At the end of each period, the top-ranked employees are announced on the group feed.
* If milestone-based rewards are configured, employees can claim or automatically receive reward points when their score crosses defined thresholds.

## Create a custom leaderboard

<Steps>
  <Step title="Navigate to Manage Leaderboard">
    Go to **Admin Dashboard > Programs > Manage Leaderboard** and click **+ Create Leaderboard**.

    <Frame>
      <img alt="Manage Leaderboard page with the Create Leaderboard button highlighted" />
    </Frame>
  </Step>

  <Step title="Add leaderboard details">
    Fill in the following fields:

    * **Leaderboard Name:** A descriptive name visible to employees (e.g., "Recognition Champions Q3").
    * **Description:** A brief explanation of the leaderboard's purpose.
    * **Score Name:** The label shown to employees for their accumulated score (e.g., "Stars", "Recognition Points").
    * **Winner Title:** The label for the top-ranked employee (e.g., "Champion").

    <Frame>
      <img alt="Leaderboard details form with name, description, score name, and winner title fields" />
    </Frame>

    * **Start Date:** When the leaderboard becomes active.
    * **Number of Winners:** How many top performers to highlight in the winner announcement.
    * **Reset Frequency:** How often scores reset — monthly (1st of every month), quarterly (1st of every quarter), or annually. Choose carefully: the reset frequency cannot be changed after the leaderboard is active.
      <Frame>
        <img alt="Start date, number of winners, and reset frequency settings on the leaderboard form" />
      </Frame>
  </Step>

  <Step title="Define events">
    Add at least two events that award credits. You can select from events already configured for your default leaderboard or create new custom events.

    <Frame>
      <img alt="Define Events step showing available leaderboard events to add" />
    </Frame>

    To create a custom event:

    1. Enter the event name and click **Add New Event**.
       <Frame>
         <img alt="Add New Event field with event name input on the leaderboard configuration" />
       </Frame>
    2. Enter an **Event Code** (a short identifier used for bulk score uploads), the **Recommended Score**, and the **Event Type**.
    3. Click **Submit**.
       <Frame>
         <img alt="Custom event form with event code, recommended score, and event type fields" />
       </Frame>

    Credit values for any event can be edited later without rebuilding the entire leaderboard.
  </Step>

  <Step title="Define members">
    Use the dropdown to select the **group** whose members will participate in this leaderboard. You can also check **Winner Publishing Setting** to automatically post winner announcements on the selected group's feed.

    <Frame>
      <img alt="Define Members step with group selection and winner publishing setting" />
    </Frame>
  </Step>

  <Step title="Configure rewards (optional)">
    If you want to attach monetary rewards to leaderboard performance, click **Yes** when prompted. You'll set up milestone-based rewards in the next step. If you only want a non-monetary leaderboard (ranking and recognition only), click **No** to finish.

    <Frame>
      <img alt="Configure Rewards prompt asking whether to attach monetary rewards" />
    </Frame>
  </Step>

  <Step title="Create the leaderboard">
    Click **Create**. The leaderboard is created in an inactive state. Toggle the activation switch to make it live for participants.

    <Frame>
      <img alt="Leaderboard creation summary with activation toggle to make it live" />
    </Frame>
  </Step>
</Steps>

## Set up milestone-based rewards

Milestone-based rewards attach monetary reward points to score thresholds on an active leaderboard. When employees hit a milestone score, they receive points — either automatically or by claiming them manually.

<Steps>
  <Step title="Open the leaderboard for editing">
    Go to **Admin Dashboard > Programs > Manage Leaderboard**, click the leaderboard you want to modify, and select the **Edit** option.

    <Frame>
      <img alt="Edit option in a leaderboard's three-dot action menu" />
    </Frame>
  </Step>

  <Step title="Navigate to the rewards step">
    Click **Continue** through the Leaderboard Details and Define Events steps, and through the Define Members step, until you reach **Configure Rewards**. Select **Yes**.

    <Frame>
      <img alt="Configure Rewards step with Yes selected to enable milestone rewards" />
    </Frame>
  </Step>

  <Step title="Choose a rewarding criteria">
    Select how milestone scores are measured:

    * **Score for a game period:** Milestones are evaluated at the end of each reset period. Rewards are issued automatically when a milestone is achieved at period end.
    * **Score across multiple game periods:** The leaderboard tracks cumulative scores across several periods. You choose whether to issue rewards automatically when a milestone is reached, or allow employees to claim rewards manually.
  </Step>

  <Step title="Add milestones">
    Click **+ Add Milestone**. For each milestone, enter:

    * **Milestone Name** (e.g., "Silver Achiever")
    * **Score threshold** (the credit score at which this milestone is unlocked)
    * **Description**
    * **Email subject line and body** (the notification message sent to the employee)
    * Whether to send a gift or award alongside the notification

    Add as many milestones as needed, from entry-level to mastery.
  </Step>

  <Step title="Configure reward distribution">
    For manually claimed rewards, you can optionally check **Reset score to zero upon claiming**. If checked, the employee's score resets after each claim and they work towards the next milestone from zero. If unchecked, scores accumulate continuously toward the final milestone.
  </Step>

  <Step title="Save and update">
    Click **Update** to save the milestone configuration.
  </Step>
</Steps>

<Note>
  Employees see a "Claim Rewards" icon next to each achieved milestone under **Programs > Leaderboard > Milestone**. For automatically issued rewards, points are credited without any action needed.
</Note>

## Update leaderboard scores with custom events

For events that Empuls cannot track automatically (e.g., steps in a fitness challenge tracked by a wearable app), you can upload score data manually.

<Steps>
  <Step title="Open the leaderboard">
    Go to **Admin Dashboard > Programs > Manage Leaderboard** and select the leaderboard.
  </Step>

  <Step title="Upload custom event data">
    Click **Update data for custom events**. Download the CSV template, fill in employee identifiers and the event code with corresponding scores, and upload the file. Each event code for a user requires a separate row.

    <Frame>
      <img alt="Update data for custom events dialog with CSV template download and upload" />
    </Frame>
  </Step>

  <Step title="Validate and update">
    Review the validation summary, then click **Update Score** to apply the uploaded scores.
  </Step>
</Steps>

## Edit event credits

You can adjust the credit value assigned to any event without rebuilding the leaderboard.

Navigate to **Admin Dashboard > Programs > Manage Leaderboard > \[Leaderboard Name] > Edit Leaderboard > Define Events**, then click **List of Events** to see all configured events. Click the edit icon next to any event, adjust the score, and click **Submit**.

## Manage leaderboard categories

Categories let you group events into themes (e.g., "Wellness", "Learning", "Recognition"). Employees can filter their leaderboard view by category.

Navigate to **Admin Dashboard > Programs > Manage Leaderboard > Manage Categories**. Click **Create Category**, enter a name and description, and click **Save**. Use the pen icon to edit existing categories and the status toggle to enable or disable them.

## Exclude users from rankings

Users added to the exclusion list are not ranked or incentivised for any activity on Empuls. This is useful for HR team members who monitor engagement but should not compete.

Navigate to **Admin Dashboard > Programs > Manage Leaderboard > \[Leaderboard Name] > Exclusion List**. Enter the user's name and click **Save**. To remove a user from the exclusion list, hover over their name and click the delete icon.

## Manage leaderboard visibility

Control which leaderboards appear as widgets on employees' home pages.

<Steps>
  <Step title="Open visibility settings">
    Navigate to **Admin Dashboard > Programs > Manage Leaderboard**, click the three-dot icon at the top of the screen, and select **Leaderboard Visibility Settings**.
  </Step>

  <Step title="Update visibility">
    Check the boxes next to the leaderboards you want to display on employee home pages, and uncheck those you want to hide. Click **Update Leaderboard Visibility**.
  </Step>
</Steps>

## Publish results to Slack

Empuls can automatically post leaderboard results to one or more Slack channels at the end of each game period. Configure the target channel(s) in your Slack integration settings. Contact your Empuls account manager to enable multi-channel publishing.

## Leaderboard use cases

<CardGroup>
  <Card title="Recognition leaderboard" icon="hand-holding-heart">
    Track who recognises peers most actively. Showcase top contributors who embody core values through frequent appreciation.
  </Card>

  <Card title="Engagement leaderboard" icon="chart-line">
    Reward actions like posting, commenting, welcoming new joiners, and completing profiles. Reset monthly to keep competition fresh.
  </Card>

  <Card title="Wellness and stepathon" icon="person-running" href="/admin/programs/fitness-challenges">
    Track daily steps, calorie burn, or wellness challenge progress. Run team vs. team competitions during health awareness months.
  </Card>

  <Card title="Learning and development" icon="book-open">
    Award credits for course completions, certifications, and skill modules. Run quarterly "Learning Champion" programmes.
  </Card>

  <Card title="Sales and performance" icon="chart-column">
    Highlight top performers in revenue, project delivery, or quality. Link Empuls events to CRM milestones.
  </Card>

  <Card title="CSR and volunteering" icon="seedling">
    Track volunteer hours, funds raised, and causes supported. Make social impact visible and celebrate top contributors.
  </Card>
</CardGroup>

<AccordionGroup>
  <Accordion title="Can I exclude certain users from rankings?">
    Yes. Add them to the Exclusion List under the leaderboard settings. Excluded users are not ranked or incentivised for any activity on Empuls. You can remove them from the list at any time.
  </Accordion>

  <Accordion title="Can I edit an active leaderboard?">
    You can edit the leaderboard name, description, score name, winner title, and event credit values. You cannot change the start date, reset frequency, or the participant group after the leaderboard is active. To change those settings, disable the leaderboard and create a new one.
  </Accordion>

  <Accordion title="When and where are winners announced?">
    Winners (the number you configured) are announced according to the leaderboard's reset frequency. Announcements appear on the feed of the group selected when creating the leaderboard.
  </Accordion>

  <Accordion title="Where do employees see their leaderboard ranking?">
    Employees can view rankings under **Programs > Leaderboard** in the left sidebar. If visibility is enabled, a leaderboard widget also appears on the home page right-hand side.
  </Accordion>

  <Accordion title="Can I create a leaderboard for a specific subset of employees?">
    Yes. Create a group containing only those employees, and select that group when configuring the leaderboard. Winner announcements will appear only in that group's feed.
  </Accordion>

  <Accordion title="Can I create custom event categories?">
    Yes. Go to **Manage Categories** within the leaderboard and create any category. You can then map existing events to the new category.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Milestones and service awards" icon="cake-candles" href="/admin/gifts/milestones-service-awards">
    Learn how milestone rewards connect to leaderboard scores and use cases.
  </Card>

  <Card title="Set up awards and core values" icon="award" href="/admin/programs/awards-core-values">
    Create the awards that feed into recognition leaderboards.
  </Card>
</CardGroup>


# Perks promotion kit
Source: https://help-empuls.xoxoday.com/admin/programs/perks-promotion-kit

Get ready-made assets to launch and promote the Empuls perks and benefits program across your organization.

Launching your perks program requires effective internal communication. The Perks Promotion Kit provides Super Admins with ready-to-use templates, communication assets, and strategic guidance to maximize awareness and adoption.

### Template 1: 1 - 2 weeks before launch

<Card>
  Subject Line: Exclusive Employee Discounts - \[......days] until launch

  Hi Team, You're in for a treat!

  We're launching exclusive employee deals and discounts on \[MM DD, YYYY]. You'll have access to discounts, exclusive deals, and cashback on over 20,000+ popular brands across 25+ categories.

  Here's how exclusive employee deals and discounts help you: Save big by using discounts for monthly (recurring) and annual (one-time) expenses. Utilize discounts on spending for every member of your family. Enjoy exclusive employee deals and additional discounts from the retailer. Extend the disposable income for your entire family (calculate savings for your family).

  Buy discounted vouchers and exclusive deals using reward points and options like PayTM, GPay, and more.

  On \[launch date], you will receive an email with the link to access the discount platform \[subdomain.xoxoday.com].
</Card>

<Frame>
  <img alt="Pre-launch teaser mailer announcing employee discounts countdown" />
</Frame>

### Template 2: On the day of the launch

<Card>
  **Subject Line:** Launch of new Perks & Benefits - Exclusive Discounts

  Employee deals and discounts, our newest addition to \[Company name] 's Perks & Benefits, is being rolled out to all employees today.

  Read on to know how this adds value to your life. What is it with \[employee discounts program name]? You can save every day on virtually everything you are already buying.

  Explore the catalogue here: \[Empuls Perks catalogue link]

  Why it matters?

  You are already trying to find multiple ways to save your hard-earned money. We care about your financial well-being and want to do our bit to help you manage your money better, both inside and outside the office.

  With this program, you can save at least Rs 50,000 and more annually. This is our way of helping you extend your paycheck and putting money back in your pocket.

  How it works?

  Click on \[subdomain.xoxoday.com] to get started.

  Navigate to "Benefits > Perks Store" from the left-hand menu. Then, on the next page, click on a specific category of exclusive deals, discounted gift vouchers or type a brand name to search for vouchers.

  Choose an exclusive deal or a discounted gift voucher, pick a denomination, and follow the prompts to purchase it. You can also send the vouchers as gifts to your family and friends.

  There is no limit on the number of vouchers you can purchase on Empuls.

  Where should I bring questions?

  \[Share the name and email of the person]
</Card>

<Frame>
  <img alt="Launch day mailer announcing Perks and Benefits with exclusive discounts" />
</Frame>

### Template 3: On the day of the launch

<Card>
  **Subject: Wondering where your money goes every month?**

  Hey there!

  Notice how your money.. floats away?

  It's because you're not using discounts to your advantage! Your app has something to help you!

  We are introducing Exclusive Employee Deals and Discounts — just for employees!

  Whether you're shopping for groceries, dining out at your favourite restaurants, or looking to upgrade to a new gadget, these exclusive deals and discounts have you covered!

  You can even check the moolah you save using the Savings Calculator to get an estimate.

  Want to get new shoes for the gym? Go to a new gym? Have a fancy dining experience at your favourite restaurant?

  Check these off your list and become a smart spender using discounts!

  **Start Shopping**
</Card>

<Frame>
  <img alt="Launch day mailer promoting smart spending with employee deals" />
</Frame>

### Template 4: 1 week after the launch

<Card>
  Subject: Exclusive deals and discounts to help you save big!

  Have you explored exclusive employee deals and discounts yet?

  Get started right away, and put money back in your wallet every time you shop—not just for you but for your entire family.

  Check out exclusive deals and discounts on all your favourite brands across different spending categories.

  **Pro Tip:** Plan your family's purchases for the entire year and choose brands with high discounts. So what are you waiting for?

  So what are you waiting for?

  **See All Deals**
</Card>

<Frame>
  <img alt="Post-launch reminder mailer highlighting deals across favourite brands" />
</Frame>

### Template 5: 1 month after launch

<Card>
  **Subject: New Love - Watching Savings Build Up**

  Hello Team,

  We are delighted to see you steadily becoming an intelligent spender with our employee benefits program!

  We've just completed a month since launching the program on the app. So, it's time to check how much you have saved so far...

  Here's a quick way to do it:

  * Head over to analyse & improve \[subdomain.xoxoday.com/home/report-insights]
  * To view your savings so far, scroll to the section "How much money have I saved by buying discounted gift cards on Empuls?"

  Now that you know how much you can save, all you have to do is:

  * Plan your purchases to align with upcoming big sale days.
  * Choose brands with higher discounts to maximise your savings.

  Happy Shopping, Happy Saving!
</Card>

<Frame>
  <img alt="One-month milestone mailer encouraging employees to review savings" />
</Frame>

Feedback or questions - Reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com)


# Engagement scoring
Source: https://help-empuls.xoxoday.com/admin/programs/promotional-points

Set how many karma points each engagement activity awards — recognition, posts, survey responses, and more — so your leaderboard reflects the behaviors you want to reinforce.

Engagement scoring controls the karma value of every tracked activity in Empuls. When an employee gives recognition, posts on the feed, completes a survey, or hits any other tracked event, they earn the karma points you've set here. Karma rolls up into the [leaderboard](/admin/programs/leaderboard), so getting these values right is what makes your leaderboard reflect the behaviors you actually want to promote.

This page is also labeled **Promotional Points** in the admin menu — they're the same setting.

## Before you start

* You must be a **Super Admin** or have leaderboard-management permission.
* Karma values are organization-wide. You can't set different values per department or per leaderboard cycle.
* Changes apply going forward only — past events keep the karma value they had when they happened.

## How karma flows into the leaderboard

<Steps>
  <Step title="An employee performs a tracked activity">
    For example, they send a recognition to a colleague or react to a post on the feed.
  </Step>

  <Step title="Empuls records the event">
    The event references one of the entries in the engagement-score table.
  </Step>

  <Step title="Karma is awarded">
    The karma value you set here is added to the employee's leaderboard score for the active cycle.
  </Step>

  <Step title="Leaderboard updates">
    Custom leaderboards roll up karma per activity, per cycle. See [Manage leaderboards](/admin/programs/leaderboard) for how leaderboards consume these scores.
  </Step>
</Steps>

## Configure scores

<Steps>
  <Step title="Open Engagement Score">
    Navigate to **Manage Leaderboards** in the Admin Hub, then click **Engagement Score** (also shown as **Promotional Points** in some menus).
  </Step>

  <Step title="Review the table">
    The table has three columns:

    * **Feature** — The product area the activity belongs to (Recognition, Social Feed, Surveys, Townhall, Groups, and so on).
    * **Activity** — The specific event being scored (Send recognition, Like a post, Complete a survey, etc.).
    * **Engagement Score** — The karma value awarded each time the activity happens.
  </Step>

  <Step title="Edit a score">
    Click the **edit icon** next to a row. An input field opens with the current value.
  </Step>

  <Step title="Enter the new value">
    Type a whole number. Values must be integers; the input accepts up to 5 digits. Negative numbers are allowed if you want to penalize specific behaviors (rare).
  </Step>

  <Step title="Save or cancel">
    Click the **check icon** to save, or the **cancel icon** to discard the change. Save shows a "Karma value updated successfully" confirmation.
  </Step>
</Steps>

You can edit one activity at a time. Each save commits immediately — there's no batch save.

## Setting scores well

A few rules of thumb:

* **Higher karma for rarer, higher-value activities.** Sending a thoughtful recognition is worth more than reacting to a post. Completing a 20-question survey is worth more than answering a single Mood-o-Meter question.
* **Avoid extreme spreads.** If one activity gives 1,000 karma and another gives 1, leaderboards quickly fixate on the single high-value action. Keep most activities within roughly an order of magnitude of each other.
* **Pair with leaderboard cycles.** Short cycles (weekly) reward consistent low-karma activity; long cycles (monthly/quarterly) let bigger activities like jury participation matter.
* **Audit periodically.** Reweight after major program changes — for example, when launching surveys, give "Complete a survey" a temporary boost so the leaderboard pushes participation.

## Common activities you can score

The exact list depends on which Empuls modules you have enabled, but typical entries include:

| Feature      | Activity examples                                                   |
| ------------ | ------------------------------------------------------------------- |
| Recognition  | Send a recognition, receive a recognition, give a value-based award |
| Social Feed  | Create a post, react to a post, comment, share                      |
| Townhall     | Post in Townhall, comment in Townhall                               |
| Groups       | Create a group, post in a group                                     |
| Surveys      | Complete a survey, complete a Pulse cycle                           |
| Nominations  | Submit a nomination, approve a nomination, jury rate a nomination   |
| Celebrations | Post on a wishboard, celebrate a colleague                          |

## Limits and gotchas

* Karma values are **org-wide** and apply to **all leaderboards** that include the activity.
* The change applies immediately, but already-awarded karma from past activities is **not** retroactively updated.
* Engagement scoring does **not** issue reward points to employees — it awards karma for leaderboard ranking only. To grant reward points, use a [budget](/admin/finance/budgets), [automated gifts](/admin/gifts/milestones-service-awards), or peer recognition.
* Activities with zero karma still appear in the leaderboard event feed; only the score is suppressed.

## Related

<CardGroup>
  <Card title="Manage leaderboards" href="/admin/programs/leaderboard">
    Build leaderboards that use engagement scores.
  </Card>

  <Card title="Reward campaigns" href="/admin/programs/reward-campaigns">
    Time-bound recognition cycles.
  </Card>

  <Card title="Budgets" href="/admin/finance/budgets">
    Fund actual point awards (separate from karma scores).
  </Card>
</CardGroup>


# Reward campaigns
Source: https://help-empuls.xoxoday.com/admin/programs/reward-campaigns

Learn how to run structured, time-bound recognition cycles with built-in governance rules that keep recognition fair and auditable.

Reward campaigns (also called reward programs) let you run structured, time-bound recognition cycles. Rather than allowing ad-hoc nominations year-round, you define a window when nominations are open, set point budgets for the cycle, and configure governance rules to prevent favouritism.

Reward campaigns are particularly useful for:

* Annual recognition programmes like "Best Innovation" or "Team of the Year"
* Quarterly performance recognition cycles
* Festival or seasonal recognition events

## Video walkthrough

<iframe />

### Create a reward campaign

<Steps>
  <Step title="Navigate to Reward Campaigns">
    Go to **Admin Dashboard > Programs > Reward Campaigns** and click **Create Reward Program**.

    <Frame>
      <img alt="Reward Campaigns page with Create Reward Program button highlighted" />
    </Frame>
  </Step>

  <Step title="Add program details">
    Enter a **Program Name** and **Description**. Select the awards to include in this campaign from the dropdown, and enter the total points budget allocated for the cycle.

    <Frame>
      <img alt="Program details form with name, description, awards, and points budget fields" />
    </Frame>
  </Step>

  <Step title="Select participants">
    Click the pen icon to define who can submit nominations in this campaign. You can include everyone or filter by designation, department, location, or other attributes. Click **Save and Continue**.

    <Frame>
      <img alt="Participant selection panel filtering nominators by attributes like department" />
    </Frame>
  </Step>

  <Step title="Set nomination limits (optional)">
    Toggle **Yes, Set Limit** to cap the number of nominations per award. Enter the maximum number per award (up to 99). This prevents any single award category from being flooded with nominations.
  </Step>

  <Step title="Configure dates">
    Set the **start date and time** for collecting nominations, the **end date** to stop accepting new nominations, and the final **program close date**. You can also configure a custom announcement email and a home page banner to promote the campaign.

    <Frame>
      <img alt="Campaign date settings for nomination window, close date, and announcement email" />
    </Frame>
  </Step>

  <Step title="Set governance rules">
    Empuls includes built-in guardrails to ensure fair recognition:

    * **Reciprocal recognition:** Flags or blocks situations where two employees only nominate each other.
    * **Repetitive recognition:** Flags nominations where the same person is nominated by the same person multiple times within a configurable window.
    * **Over-recognition:** Flags excessive nominations for the same individual.

    For each rule, choose the enforcement level:

    * **Observe mode:** Logs violations for admin review without blocking the action.
    * **Restricted mode:** Blocks the action and asks the user to make a change.
      <Frame>
        <img alt="Governance rules with Observe and Restricted mode toggles for fairness controls" />
      </Frame>
  </Step>

  <Step title="Save and launch">
    Review all settings and click **Save and Continue** to activate the campaign. Selected participants receive an announcement email and see the campaign banner on their home page.
  </Step>
</Steps>

### Monitor a running campaign

The **Reward Program Dashboard** (under **Programs > Reward Campaigns**) shows active and completed campaigns. Click any campaign to access:

* **Submission Details:** Total nominations received, who submitted them, number of participants. Send reminder nudges to all participants or filter by award and nominator.
* **Review Details:** Nominations awaiting review, approved, and declined. Send nudges to reviewers with pending actions.
* **Governance Report:** A log of rule violations in observe mode.

To copy a completed campaign for next quarter, click the three-dot icon on the campaign card and select **Make a Copy**. The dates automatically shift to the next period.

## Governance rules

Reward governance lets Super Admins define rules that prevent misuse — circular nominations, repeated nominations, and budget overrun — without requiring manual HR intervention.

### Available rules

<Columns>
  <Card title="Reciprocity restriction" icon="arrow-right-arrow-left">
    An employee cannot reward someone who has already rewarded them within the same cycle, preventing point-swapping between friends.
  </Card>

  <Card title="Duplicate recognition control" icon="copy">
    A user cannot reward or nominate the same person more than once per cycle. Approvers can only approve one nomination per person per category per cycle.
  </Card>

  <Card title="Reward distribution balancing" icon="scale-balanced">
    An employee cannot receive more than one reward in the same award category per cycle, ensuring recognition spreads broadly across the workforce.
  </Card>
</Columns>

### Enforcement levels

| Mode                | What happens                                                                                                    |
| ------------------- | --------------------------------------------------------------------------------------------------------------- |
| **Observe mode**    | The action proceeds but the violation is logged in the Governance Report for admin review.                      |
| **Restricted mode** | The action is blocked and the user sees an explanation prompt (e.g., "You have reached your nomination limit"). |

### Real-time messages

When a rule triggers, Empuls shows clear in-product messaging:

| Rule                      | Observe message                                                   | Restricted message                                                         |
| ------------------------- | ----------------------------------------------------------------- | -------------------------------------------------------------------------- |
| **Reciprocity**           | "Reciprocal reward detected — consider whether this is unbiased." | "Action not allowed: reciprocal rewards are blocked to maintain fairness." |
| **Duplicate recognition** | "Duplicate detected — consider recognising someone else."         | "Duplicate blocked: you cannot reward this person again this cycle."       |
| **Category balancing**    | "Recipient was already recognised in this category."              | "Duplicate category blocked: only one reward per category is allowed."     |

### Governance report

The **Governance Report** (accessible inside each campaign dashboard) logs every rule violation. Each row shows the date, the giver and receiver, which rule was triggered, the enforcement mode in effect, and the outcome (allowed, warned, or blocked). Use the report to monitor behaviour, assess rule impact, and tune your policies over quarter.

<Note>
  Governance rules apply per campaign cycle. The same employees can recognise each other freely across different campaigns.
</Note>


# Reward governance
Source: https://help-empuls.xoxoday.com/admin/programs/reward-governance



Reward Governance allows Super Admins to set rules for the recognition program. These rules help prevent misuse, such as repeated nominations or budget overuse, ensuring the program remains fair for all employees.

## Key Problems Solved

<Columns>
  <Card title="Prevents Gaming the System" icon="shield">
    Detects circular reward patterns and stops them automatically to prevent employees from trading points with friends.
  </Card>

  <Card title="Prevents Budget Overrun" icon="alert-circle">
    Set hard limits on the number of nominations a user can give (e.g., max 3 per month).
  </Card>

  <Card title="Prevents Unfairness & Bias" icon="users">
    Limits how often one person can be nominated in a short period to avoid popularity contests.
  </Card>
</Columns>

## Available Governance Rules

Our rules adapt based on whether the reward is a Spot Award (direct monetary) or Nomination-Based (requires approval).

### A. Reciprocity Restriction

**The Rule:** An employee cannot reward someone who has already rewarded them within the same cycle.

* **Spot Award Logic:** In Restricted Mode, the system blocks the transaction to prevent perceived "point swapping."
* **Nomination Logic:** If a user nominates someone who previously rewarded them, the Approver is explicitly informed of the reciprocal connection to ensure an unbiased final decision.

### B. Duplicate Recognition Control

**The Rule:** Prevents favoritism where a single individual dominates the reward pool.

* **User Rule:** An employee cannot reward or nominate the same person more than once per cycle (e.g., Isaac cannot nominate Harsha twice in Q1).
* **Approver Rule:** An approver can only approve one nomination for the same person across all categories in a single cycle.
* **Exception:** Team Awards are exempt from these limits to ensure group achievements are still celebrated.

### C. Reward Distribution Balancing

**The Rule:** An employee cannot receive more than one reward from the same category in a single cycle.

**Example:** If Harsha receives an "Outstanding Performer" award, he cannot receive a second "Outstanding Performer" award until the next cycle. This ensures recognition is distributed broadly across the workforce.

## Enforcement Levels

You can choose how strictly to enforce each rule:

<Columns>
  <Card title="Observe Mode" icon="eye">
    The system allows the user to complete the action but logs the violation in the Governance Report. Use this to monitor behavior without blocking users.
  </Card>

  <Card title="Restricted Mode" icon="lock">
    The system blocks the action immediately and prompts the user to make changes (e.g., "You have reached your nomination limit"). Use this for strict control.
  </Card>
</Columns>

## Real-Time Governance UI

When a rule is triggered, the platform provides clear, value-based communication to the user:

| Rule                      | Advisory Message                                                                               | Restricted Message                                                                                    |
| ------------------------- | ---------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------- |
| **Reciprocity**           | Reciprocal Reward Detected: We encourage you to consider the intent and whether it's unbiased. | Action Not Allowed: Reciprocal rewards are blocked to maintain fairness within this cycle.            |
| **Duplicate Recognition** | Duplicate Detected: Consider recognizing someone else who may also deserve appreciation.       | Duplicate Blocked: To encourage diverse recognition, you cannot reward this person again this cycle.  |
| **Category Balancing**    | Recipient was already recognized in this category. Consider another category or team member.   | Duplicate Category Blocked: To prevent reward concentration, only one reward per category is allowed. |

## Governance Report

The report provides an overview of all user actions that triggered governance rules across different enforcement modes. Use this to monitor behavior, assess rule impact, and optimize your recognition policies.

| Date       | Actors (Giver → Receiver) | Rule Triggered                | System Mode   | Outcome            |
| ---------- | ------------------------- | ----------------------------- | ------------- | ------------------ |
| 2025-05-01 | Isaac Lee → Harsha Rao    | Reciprocity Restriction       | Audit/Observe | Allowed            |
| 2025-05-02 | Isaac Lee → Harsha Rao    | Duplicate Recognition         | Advisory      | Warned & Proceeded |
| 2025-05-03 | Isaac Lee → Harsha Rao    | Reward Distribution Balancing | Restricted    | Blocked            |

## Conclusion

Our governance engine transforms recognition from a 'popularity contest' into a structured, fair, and auditable corporate program. By utilizing Advisory and Restricted modes, you empower managers to recognize performance while automatically mitigating favoritism, reciprocity, and bias—all without manual HR intervention.


# Refer and Earn
Source: https://help-empuls.xoxoday.com/admin/referral-program/overview

Introduce a decision-maker at a new company to Xoxoday and earn cash rewards when the referral turns into a real deal — up to $10,000 per referral.

As an existing Empuls customer, you can make a warm, professional introduction to a decision-maker at a company that doesn't yet use Xoxoday. Rewards are tied to real sales milestones — never to sign-ups — so a genuine introduction to the right person is all it takes to start earning.

<Info>
  You earn **\$100 in cash** when your referral completes a proper product demo, plus **10% of the deal's first-year value** (minimum \$250, maximum \$10,000) when they sign — up to **\$10,100 per referral**.
</Info>

## How to refer

There are two ways to submit a referral. Both take under two minutes.

<CardGroup>
  <Card title="Refer from inside Empuls" icon="building">
    Go to **Reports & admin** → **Earn \$10k** and submit a referral directly from the referral page in your Empuls account.
  </Card>

  <Card title="Refer now" icon="arrow-up-right-from-square" href="https://share-na2.hsforms.com/15_ZVMD2tSye1LnB9OUcQmg3vlbe">
    Open the referral form and submit your introduction in a couple of minutes.
  </Card>
</CardGroup>

When you submit, you'll receive a confirmation email and a **Referral ID** — a numeric ID (for example, `528606047984`) issued the first time you refer. If you've referred before, your existing Referral ID is reused: it identifies you as the referrer, not a single referral, so all your referrals are tracked under it. You then make the warm introduction over email, LinkedIn, or a shared meeting. The person you refer must agree to be contacted before our Sales team reaches out.

### What you need to provide

You only share what you already know — our team handles all further qualification.

<Columns>
  <Card title="Required">
    * Company name
    * Contact name
    * Work email or LinkedIn profile
    * Product of interest
    * Your relationship with the contact
  </Card>

  <Card title="Optional">
    * Job title
    * Phone number
    * Notes or business context
    * Preferred introduction method
  </Card>
</Columns>

## How the referral works

<Steps>
  <Step title="Submit your referral">
    You submit the referral and receive a Referral ID and confirmation email.
  </Step>

  <Step title="Make the warm introduction">
    You bridge Xoxoday and your contact. The referral moves forward once the contact agrees to connect.
  </Step>

  <Step title="Proper demo — you earn $100">
    The prospect sees the product in a genuine demo led by our Product or senior Sales team. Once confirmed, your **\$100** is released.
  </Step>

  <Step title="Proposal and negotiation">
    Solution design, security, procurement, and legal move ahead. No payout at this stage — we keep you updated by email.
  </Step>

  <Step title="Deal signs — you earn 10%">
    When the MSA or first order is signed, you earn **10% of the first-year deal value** (minimum \$250, maximum \$10,000), on top of the \$100.
  </Step>
</Steps>

## What you earn

Your reward has two parts:

* **\$100** in cash for a qualified meeting (a proper demo). This is paid once the demo is confirmed and is **not** clawed back if the deal later doesn't close.
* **10% of the deal's first-year contract value** once it signs — with a **minimum of \$250** and a **maximum of \$10,000** on this portion.

Rewards are paid in cash by invoice or bank transfer. The deal must sign **within 6 months** of your submission to qualify for the 10% payout; the \$100 is yours either way.

### Worked examples

| Scenario                     | First-year deal size | Demo (\$100) | Signing (10%, min/max) | Total reward |
| ---------------------------- | -------------------- | ------------ | ---------------------- | ------------ |
| Mid-size deal, signs on time | \$50,000             | \$100        | \$5,000                | **\$5,100**  |
| Small deal (minimum applies) | \$1,500              | \$100        | \$250 (minimum)        | **\$350**    |
| Large deal (maximum applies) | \$200,000            | \$100        | \$10,000 (maximum)     | **\$10,100** |
| Deal signs after 6 months    | \$50,000             | \$100        | \$0 (missed deadline)  | **\$100**    |
| Deal never closes            | —                    | \$100        | \$0                    | **\$100**    |

<Note>
  **What counts as a "proper demo":** a genuine walkthrough of the product's core capabilities, led by our Product team or a senior Sales representative — not a casual intro or a scheduling call. Our team confirms the demo was substantive before the \$100 is released.
</Note>

## Who can refer, and who you can refer

<AccordionGroup>
  <Accordion title="Who can refer">
    Existing Xoxoday customers who actively use the product, are in good standing, and have a genuine professional network. Typical referrers include HR leaders (Empuls), Procurement, Finance, and Rewards leaders (Plum), and Marketing, Loyalty, and CX leaders (Loyalife).
  </Accordion>

  <Accordion title="Who you can refer">
    A referral qualifies only when the referred organization is:

    * a **new company** — not a current Xoxoday customer on any product,
    * **500+ employees**,
    * **not already in an active Xoxoday opportunity**, and
    * represented by an appropriate decision-maker or influencer for the product.
  </Accordion>

  <Accordion title="What doesn't qualify">
    Existing customers, accounts already in an active opportunity, duplicate submissions, companies within your own corporate group, your own employer, self-referrals, and referrals where no genuine relationship exists.
  </Accordion>
</AccordionGroup>

## How your referral is tracked

You get **one Referral ID**, issued the first time you refer and reused for every referral you make afterward — it identifies you, not an individual referral. If you submit several referrals over time, they're all tracked under that same ID and distinguished by the referred company and contact. Each one progresses and pays out independently.

Every referral moves through these stages:

**Submitted → Introduction accepted → Demo completed → Proposal → Negotiation → MSA signed → Reward released**

There's no self-serve dashboard yet. You stay informed two ways:

* **Email updates** — we notify you proactively as each of your referrals advances, including at both reward milestones.
* **Support lookup** — contact Xoxoday support with your Referral ID any time to check the status of any or all of your referrals.

## Essential rules to know

* **Rewards gate on outcomes, never sign-up.** You earn \$100 on a qualified demo and 10% once the deal signs (within 6 months).
* **New companies only.** The referred company must not be a customer or already in an active opportunity.
* **First introduction wins.** If the account is already in our pipeline, or someone introduced it first, the referral doesn't qualify. A roughly 90-day lookback applies.
* **The person must opt in.** Your contact consents before Sales makes contact — this keeps it a warm introduction, not cold outreach.
* **Genuine relationships only.** No self-referrals and no referring within your own corporate group.
* **One Referral ID per referrer.** If you refer several companies, they all share your single Referral ID — each referral is still tracked, qualified, and rewarded separately.

### If your employer doesn't allow cash rewards

<Note>
  If your company's policy doesn't allow you to personally accept a cash referral reward, you still have options. You can:

  * **decline** the reward entirely,
  * **donate** the value to a charity of your choice, or
  * **apply it as credit** — if your company is an existing Xoxoday customer, use it as a discount on your next SaaS renewal or as a wallet-recharge credit.

  **Tell us your preference before the first payout** (at the demo milestone). This choice covers both the \$100 and the 10% payout, and it can't be changed after the first payout has been made.
</Note>

***

For the complete rules, eligibility criteria, attribution, tax, and payout terms, see the [referral program terms and conditions](/admin/referral-program/terms).


# Referral program terms and conditions
Source: https://help-empuls.xoxoday.com/admin/referral-program/terms

The complete terms of the Xoxoday customer referral program — eligibility, attribution, reward payout, taxes, fraud, and program changes.

These terms govern the Xoxoday customer referral program for existing customers of Empuls, Plum, and Loyalife. For a plain-language overview of how the program works and how to refer, see [Refer and Earn](/admin/referral-program/overview).

<Info>
  **Reward in brief:** a flat **\$100** cash for a qualified meeting (proper demo), plus **10% of the deal's first-year contract value** once the MSA is signed — with a **\$250 minimum** and **\$10,000 maximum** on the 10% portion. The deal must sign within **6 months** of submission to qualify for the 10% payout; the \$100 is kept regardless. Submission alone earns nothing.
</Info>

## Summary of key clauses

* **Eligibility** — the referrer must be an existing customer; the referred organization must be a new company with 500+ employees and an appropriate decision-maker.
* **Attribution** — first successful introduction wins; duplicate referrals are ineligible; a Referral ID is issued once per referrer (not per referral), reused across all of that referrer's referrals, and is non-transferable.
* **Reward and payout** — \$100 cash at the demo milestone, plus 10% of first-year deal value on signing (minimum \$250, maximum \$10,000 on this portion), paid by invoice or bank transfer. The deal must sign within 6 months of submission to qualify for the 10% payout.
* **Fraud prevention** — self-referrals, fake organizations, false contact information, repeat submissions, or attempts to bypass attribution may lead to disqualification or reward revocation.
* **Tax responsibility** — rewards may be taxable in the recipient's jurisdiction; the participant is responsible for compliance.
* **Program changes** — Xoxoday may modify, suspend, or discontinue the program at its discretion; changes do not affect rewards already earned.

## Full terms

### 1. Definitions

* **Referrer** — the existing customer contact submitting the referral.
* **Referred Company / Referred Contact** — the new-logo organization and the decision-maker introduced.
* **Referral ID** — a numeric tracking code auto-generated by HubSpot (for example, `528606047984`), issued once per referrer on their first submission — not once per referral. If the same referrer submits multiple referrals, to the same or different companies, all of them carry that referrer's single Referral ID; individual referrals are distinguished internally by the referred company and contact.
* **Milestone 1 (M1)** — completion of a proper product demo.
* **Milestone 2 (M2)** — signed MSA or first order (Closed Won).
* **Reward Amount** — the total cash reward: a flat \$100 for the qualified meeting (M1) plus 10% of the closed deal's first-year contract value (M2), with that 10% portion subject to a minimum of \$250 and a maximum of \$10,000, calculated per clause 6.

### 2. Who can join

* Must be a current, active customer contact on Empuls, Plum, or Loyalife, in good standing — no unresolved billing disputes and no active contract breach.
* Must have a genuine, pre-existing professional relationship with the Referred Contact, confirmed by a short attestation at submission.
* Xoxoday employees, contractors, and vendor staff are not eligible to participate as referrers, regardless of any personal customer relationship they may separately hold.
* Xoxoday may require proof of the referrer's employment or role at the referring company if reasonably in doubt.
* If a referrer's company policy does not permit participation in referral or incentive programs of this kind at all, the referrer should not submit a referral and may simply disregard this program. This is different from the employer-policy fallback in clause 6, which applies where participation itself is allowed but personally accepting a reward is not.

### 3. Who you can refer

A referral qualifies only if, at the time of submission, the Referred Company is:

* not a current Xoxoday customer on any product;
* 500+ employees;
* not already tracked in an active Xoxoday CRM opportunity, including any opportunity opened in the prior \~90 days (see clause 5 on attribution);
* represented by a person who genuinely holds decision-making or influencing authority for the relevant product (for example, HR leadership for Empuls, Procurement, Finance, or Rewards for Plum, and Marketing, Loyalty, or CX for Loyalife) — job-title claims may be verified.

**Not eligible under any circumstances:** existing customers on any Xoxoday product; companies with an open CRM opportunity; duplicate submissions of the same company or contact; companies within the referrer's own corporate group, parent company, or affiliate structure; the referrer's own employer; self-referrals in any form; and referrals where no genuine relationship exists between referrer and contact.

### 4. Submission requirements

* A submission must include, at minimum: company name, contact name, work email or LinkedIn profile, product of interest, and the nature of the referrer's relationship to the contact.
* A Referral ID (a numeric HubSpot record ID, for example `528606047984`) is issued once per referrer, on their first submission — not once per referral. If the same referrer submits multiple referrals over time, all of them are tracked under that same Referral ID; each individual referral is distinguished internally by the referred company and contact. The Referral ID, and every referral tracked under it, is non-transferable and cannot be reassigned to a different referrer.
* Referrers are fully responsible for the accuracy of everything submitted. Knowingly false, exaggerated, or misleading information voids the referral immediately upon discovery, at any stage — including after a reward has been paid.
* The Referred Contact must give affirmative consent to being contacted (double opt-in) before Xoxoday Sales makes any outreach. If consent is not obtained within a reasonable window, the referral is closed as inactive and does not qualify.
* The referred deal must sign (MSA or first order executed) within 6 months of the referral submission date. If it has not signed within that window, the referral no longer qualifies for the M2 (10% deal-value) payout, even if the deal eventually closes later. This 6-month clock does not affect the M1 \$100 payout, which is earned independently upon a qualified meeting per clause 6.

### 5. Attribution rules

* Attribution is first-touch: the first valid, timestamped submission for a given company is the one credited, regardless of how many other customers later submit the same company.
* A \~90-day lookback applies: if the account was already in active pipeline (via any channel) within 90 days before submission, the new referral is ineligible.
* Where the same referrer submits multiple contacts at the same company, only the first is treated as the qualifying referral for that company.
* Because a referrer's Referral ID is shared across all of that referrer's referrals (see clauses 1 and 4), attribution and reward calculation for each referral are tracked by the referred company and contact pairing, not by the Referral ID alone. A referrer with several referrals in progress sees each one progress and pay out independently under the same ID.
* Xoxoday's CRM timestamp and internal records are the sole and final source of truth for attribution disputes.

### 6. Reward amount, gating, and payout

* Reward Amount = \$100 per qualified meeting, plus 10% of the closed deal's first-year contract value. The 10% deal-value portion is subject to a minimum of \$250 and a maximum of \$10,000; the \$100 is additive and sits outside that floor and cap. Submission alone earns nothing.
* **M1 payout:** a flat \$100 is paid once a proper, qualified demo is confirmed — a genuine walkthrough of core product capabilities, led by the Product team or a senior Sales representative, logged as such in the CRM. A scheduling call or casual intro does not qualify. This \$100 is paid regardless of whether the deal size is known at this stage.
* The \$100 is not contingent on the deal ultimately closing. If the referred deal does not close, or closes after the 6-month deadline in clause 4, the referrer keeps the \$100 — it is not clawed back for that reason. (It may still be clawed back under the fraud provisions in clause 8.)
* **M2 payout:** once the MSA or first order is signed within the 6-month window, 10% of the deal's first-year contract value is paid, subject to the \$250 minimum and \$10,000 maximum on that portion. This is paid in addition to, not instead of, the M1 \$100.
* If the deal signs after the 6-month deadline, no M2 payout is made for that referral, regardless of deal size.
* Each referral tracked under a referrer's Referral ID is rewarded independently. If the same referrer has multiple qualifying referrals in progress, each earns its own M1 and M2 payout on its own timeline, subject to the annual per-referrer cap below.
* If a deal is later unwound, materially reduced, or found to have been misrepresented before or shortly after M2, Xoxoday may withhold or claw back the M2 (10%) portion and recalculate it to match the true deal value. The M1 \$100 is unaffected unless fraud is involved.
* The Reward Amount is paid in cash, by invoice or bank transfer, in the currency and manner Xoxoday's Finance team determines appropriate for the referrer's location.
* **Employer-policy fallback:** where personally accepting a cash reward would breach the referrer's employer policy, the referrer may instead decline or disregard the reward entirely; direct the value to a donation for a nominated charity; or, if the referrer is at an existing Xoxoday customer, apply the value as a discount on that company's next SaaS renewal or as a wallet-recharge credit. This choice must be declared at the M1 stage, before the M1 payout is processed, and applies to both the M1 and M2 payouts — it cannot be selected for the first time at M2 or invoked retroactively after the M1 cash payout has already been made.
* An annual cap per referrer applies (amount set by Finance and Sales Ops ahead of launch) across all referrals credited to that individual within a program year. Rewards in excess of the cap are not paid, deferred, or forfeited, at Xoxoday's discretion.
* Rewards are calculated as of the date each milestone is confirmed; no adjustment is made for later currency fluctuation.

### 7. Taxes

Rewards, and any fallback benefit under clause 6, may constitute taxable income, a benefit-in-kind, or otherwise be subject to tax or reporting obligations under the recipient's (or their employer's) local law. Xoxoday makes no representation, warranty, or guarantee as to tax treatment in any jurisdiction, does not withhold tax unless legally required to do so, and bears no liability for the recipient's or their employer's compliance. This is disclosed to referrers at submission and again at the time of reward.

### 8. Fraud, abuse, and enforcement

Xoxoday may investigate any referral or referrer at its discretion and may disqualify a referral, withhold a pending payout, or claw back a reward already paid (including recovering cash already transferred or requesting return of an equivalent-value benefit) where it reasonably believes there has been:

* a self-referral or referral within the referrer's own corporate group;
* a fabricated company, contact, or relationship;
* false, exaggerated, or materially misleading information at any stage;
* repeated, bulk, or systematic submissions designed to manufacture referral credit;
* collusion between a referrer and a contact at the Referred Company to simulate genuine interest;
* any other attempt to circumvent double opt-in, attribution, or milestone-gating rules.

Xoxoday's determination on eligibility, attribution, and suspected fraud is final and not subject to appeal beyond an internal review requested through Sales Ops. Referrers found to have committed fraud or repeated abuse may be permanently barred from future participation in this or related Xoxoday programs, and Xoxoday reserves the right to pursue recovery of any reward paid in error or bad faith.

### 9. No guarantee of outcome

Submitting a referral, or reaching any stage short of M1 or M2, creates no entitlement to engagement, a specific sales timeline, deal terms, or payout. Xoxoday's Sales and Product teams retain sole discretion over whether and how to pursue any referred opportunity, including declining to engage a Referred Contact for any legitimate business reason. Xoxoday is not liable for any referral that does not progress, regardless of the effort the referrer put into the introduction.

### 10. Data, privacy, and confidentiality

* Information submitted about a Referred Contact or Company is used solely to evaluate, route, and progress the referral, and is handled under Xoxoday's standard privacy practices and applicable law (including India's DPDP Act and, where relevant, GDPR for global referrals).
* Referrers must only submit contact information they are authorized to share, and must not submit information obtained in breach of any confidentiality obligation to a third party.
* Xoxoday will not disclose the referrer's identity to the Referred Company or Contact without the referrer's consent, except as necessary to facilitate the warm introduction itself.
* Program performance data may be shared internally for program evaluation; individual referral details are shared only with teams directly involved in qualification, sales, and reward processing.

### 11. Liability

Xoxoday's total liability to any referrer arising out of or related to this program is limited to the value of the reward that referrer would have been entitled to receive for the specific referral in question, had all conditions been met. Xoxoday is not liable for indirect, incidental, or consequential loss, including any business or reputational impact from an introduction not being pursued, delayed, or declined.

### 12. Program changes, suspension, and termination

* Xoxoday may modify, suspend, or discontinue the program, these terms, reward amounts, thresholds, milestones, or eligibility criteria at its sole discretion, with or without prior notice, and without liability to referrers for doing so.
* Changes do not retroactively affect a reward already fully earned — that is, both M1 and M2 completed — before the change takes effect.
* For a referral where only M1 (or neither milestone) has been completed at the time of a change, the terms in force at the time each milestone is actually reached apply to that milestone's payout.
* If the program is discontinued entirely, Xoxoday will honor rewards for referrals that have already reached the relevant milestone as of the discontinuation date, but is not obligated to allow new referrals to progress toward reward after that date.

### 13. Relationship to other agreements

These terms operate alongside, and do not override, any master service agreement, order form, or other contract between the referrer's employer and Xoxoday. Where there is a direct conflict specifically on a matter of referral-reward eligibility, these terms govern for purposes of this program only; all other aspects of the underlying commercial relationship remain governed by the applicable master agreement.

### 14. Governing law and disputes

Any dispute regarding this program that cannot be resolved through Sales Ops' internal review process will be handled per the governing law and dispute-resolution terms of the referrer's employer's underlying master agreement with Xoxoday. Where no such agreement exists, Indian law applies and disputes are subject to the jurisdiction of the courts in Bengaluru, Karnataka.


# Activity report
Source: https://help-empuls.xoxoday.com/admin/reports/activity-report

Track platform adoption, user engagement, and group activity across desktop, mobile, and MS Teams.

The activity report gives Super Admins a real-time view of how employees are engaging with Empuls — who is active, on which devices, how often, and how they are participating in groups and surveys.

To access: Navigate to **Admin Hub → Reports → Activity Report**.

***

## Viewing as

At the top of the report, use the **Viewing as** and **In the role of** dropdowns to see the report from the perspective of any employee or role (Super Admin, Manager, HRBP, etc.). This is useful for validating what different stakeholders see.

***

## Key metrics

The top section displays 11 at-a-glance counters for the selected date range:

| Metric                         | What it measures                                                                         |
| ------------------------------ | ---------------------------------------------------------------------------------------- |
| **Users with active sessions** | Number of users who logged in at least once, out of total signed-up users (e.g. 295/425) |
| **Activation rate**            | Percentage of invited users who have signed up (signed up ÷ signed up + invited)         |
| **Signed up users**            | Total users who have completed registration                                              |
| **Invited users**              | Users who have been invited but have not yet signed up                                   |
| **New users added**            | Users added to the platform within the selected period                                   |
| **Total disabled users**       | Users whose accounts have been deactivated                                               |
| **No. of groups**              | Total active groups on the platform                                                      |
| **No. of discussion threads**  | Total discussion threads posted across all groups                                        |
| **No. of surveys created**     | Surveys created within the selected period                                               |
| **No. of survey responses**    | Total responses submitted to surveys                                                     |
| **No. of polls created**       | Polls created within the selected period                                                 |

***

## Navigation and customisation

* **Pivot By User:** Reorganise the activity summary table to group data by user, department, or other dimensions.
* **Add filter:** Apply additional filters to narrow the data — by department, location, designation, and more.
* **Date range:** Use the date picker (top right) to set a custom reporting window. Defaults to the last 30 days.

***

## Activity summary table

The activity summary table shows per-user engagement broken down by device and content type. Each row represents one user.

**Columns:**

* **User** — Employee email and display name
* **Total active sessions on desktop** — Number of login sessions from a web browser
* **Avg % of days active on desktop** — Percentage of days in the period the user was active on desktop
* **Total active sessions on mobile** — Number of login sessions from the mobile app
* **Avg % of days active on mobile** — Percentage of days in the period the user was active on mobile
* **Total active sessions on MS Teams** — Number of sessions initiated through the Empuls app on Microsoft Teams
* **Avg % of days active on MS Teams** — Percentage of days in the period the user was active via MS Teams
* **No. of posts** — Posts created by the user in group feeds
* **No. of comments** — Comments made by the user on posts
* **No. of reactions** — Reactions (likes, emojis) made by the user

The table is paginated. Navigate pages using the page controls at the bottom right.

***

## Most active users

A ranked list of the top users by total activity count in the selected period. The table shows:

* **User** — Employee email and display name
* **Activity count** — Combined count of sessions, posts, comments, and reactions

Use this to identify your engagement champions and programme advocates.

***

## Least active users

A ranked list of users with the lowest activity count. The table shows the same columns as Most active users.

Use this to identify employees who may need nudges, onboarding follow-up, or support to get started on the platform.

***

## Groups

The Groups panel (top right of the page) shows:

* **Group name** — Name of each active group
* **Total # of discussion threads** — Number of threads posted in that group

This helps you understand which groups are driving conversation and which are inactive.

***

## FAQs

<AccordionGroup>
  <Accordion title="What counts as an 'active session'?">
    An active session is any login to the Empuls platform — whether on the web (desktop), mobile app, or through the Empuls app on Microsoft Teams. Each distinct login counts as one session.
  </Accordion>

  <Accordion title="What is the activation rate?">
    The activation rate is calculated as: **signed up users ÷ (signed up users + invited users)**. It shows what percentage of your invited workforce has completed registration on Empuls.
  </Accordion>

  <Accordion title="Can I filter the activity summary by department or location?">
    Yes. Use **Add filter** to refine the table by department, location, designation, grade, cost center, or business unit. You can also use **Pivot By User** to change how the data is grouped.
  </Accordion>

  <Accordion title="How is the activity count in most/least active users calculated?">
    Activity count is a combined measure of engagement events — sessions, posts, comments, and reactions — within the selected date range. Higher counts indicate more frequent platform interaction.
  </Accordion>

  <Accordion title="Can I export the activity report?">
    Yes. Use the download icon at the top right of the table to export the current view as a CSV or Excel file.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Reports overview" href="/admin/reports/overview">
    Overview of all report types available in Empuls.
  </Card>

  <Card title="Organization dashboard" href="/admin/reports/organization-dashboard">
    Live R\&R dashboard with engagement summary and data overview.
  </Card>

  <Card title="Raw data report" href="/admin/reports/raw-data-report">
    Export granular logs for awards, logins, surveys, and more.
  </Card>

  <Card title="Access control" href="/admin/user-management/access-control">
    Control which roles can view activity data.
  </Card>
</CardGroup>


# Budget report
Source: https://help-empuls.xoxoday.com/admin/reports/budget-report

Monitor budget allocation, utilisation, and points movement across your organisation's reward programmes.

The budget report provides essential transparency into the allocation and utilisation of funds across your organisation. It is designed to help Super Admins and finance teams monitor spending health and ensure reward programmes stay within their financial parameters.

To access these insights, navigate to **Admin Hub → Reports → Budget Report**.

***

## Navigation and customisation

* **Filter view:** Use the global drop-down menu to quickly switch between different reporting views or organisation levels.
* **Report options:** Tailor the data to your specific needs by **pivoting by user or department**. You can further refine the results by filtering for specific **Budgets** (e.g. Performance, Culture, or Long Service) or specific **Recipients**.
* **Date-based analysis:** Use the calendar icon to observe spending trends and budget depletion over a defined period.

***

## Key budget metrics

The top summary bar provides a snapshot of your organisation's current reward budget status:

* **Total points allocated** — Overall points assigned to all budget owners.
* **Total budget allocated (value)** — Monetary equivalent of all assigned points.
* **Total points spent** — Total points already given out through recognition or awards.
* **Total budget spent (value)** — Monetary value of the spent points.
* **Total points unused** — Points still available for future recognition.
* **Total budget unused (value)** — Unspent monetary value.
* **Budget utilisation %** — Percentage of total budget that has been used so far.

This gives leadership and finance a real-time understanding of budget health.

**Pending nominations (value)**

If your organisation uses approval-based nominations, this section displays:

* Total value of nominations pending approval
* Base currency used

This helps admins anticipate upcoming spend and maintain financial control.

<Frame>
  <img alt="Budget report — top summary bar" />
</Frame>

***

## Budget utilisation by user

This table compares how individual budget owners are using their assigned reward budgets. For each user, the report shows:

* User name / email
* **Closing balance** — Points still available with the owner
* **Utilisation %** — How much of their budget they have actually used

This identifies:

* Budget owners who are highly active
* Managers who are not utilising their recognition budget
* Teams that may need budget top-ups
* Areas where training or nudges may be needed

<Frame>
  <img alt="Budget utilisation comparison by user" />
</Frame>

***

## Points movement summary

At the bottom, the report shows total movement of points across the system:

* **Points rewarded** — Total points actually given to employees
* **Points gifted** — Points distributed through gifting or campaigns
* **Points revoked** — Points that were withdrawn or cancelled

This helps maintain a complete audit trail of all budget-related transactions.

<Frame>
  <img alt="Points movement summary" />
</Frame>

<Note>
  **Why the budget report matters**

  * **Complete visibility** — Understand who has budget, who is using it, and how much is still unspent.
  * **Ensures fairness** — Spot departments or teams who are under-recognising or consistently running out of budget.
  * **Improves financial planning** — Finance and HR can plan future allocations based on actual usage patterns.
  * **Supports governance** — Pending nominations + revocations + utilisation = clear, compliant processes.
  * **Helps reduce waste** — Unused budget and low-activity areas highlight where reallocations may be needed.
</Note>

<Tip>
  **How admins use this report**

  * **HR teams** — Track recognition adoption across managers.
  * **Finance teams** — Monitor spend and unused value.
  * **Programme owners** — Adjust budgets, set top-ups, or modify rules.
  * **Leadership** — Understand how recognition is driving engagement.
</Tip>

***

## FAQs

<AccordionGroup>
  <Accordion title="What details are provided in points balance reports?">
    Points balance reports include data such as the source of the budget, points allocated, time of allocation, points expired or destroyed, new points added, unused points carried forward, total points rewarded and gifted, points revoked, and the remaining unused points. These details help administrators monitor usage, track budget adherence, and plan future allocation effectively.
  </Accordion>

  <Accordion title="Can the platform report on multi-currency usage?">
    Yes. Reward reports capture the value of redemptions in the applicable local or configured currency, enabling precise tracking of reward costs and budgets across regions. The platform supports base and local currency views, dual currency reporting, and flexible export options.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Reports" href="/admin/reports/overview">
    Overview of all report types available in Empuls.
  </Card>

  <Card title="Budgets" href="/admin/finance/budgets">
    Configure and manage the budgets that appear in this report.
  </Card>

  <Card title="Recognition report" href="/admin/reports/recognition-report">
    See how recognition flows and who is using their budget.
  </Card>

  <Card title="Redemption report" href="/admin/reports/redemption-report">
    Track how employees redeem the points they earn.
  </Card>
</CardGroup>


# Custom report
Source: https://help-empuls.xoxoday.com/admin/reports/custom-report

Learn how to build, save, and share tailored reports with your own filters, date ranges, and source metrics.

Custom reports let admins create tailored views using filters and metrics specific to their organisational needs. Reports can be saved for recurring use, shared with colleagues, or edited and deleted as needed.

To access: Navigate to **Admin Hub → Reports → Custom Report**.

***

## Search and manage custom reports

<Steps>
  <Step title="You can search for a custom report">
    You can search for a custom report by its name or description. Alternatively, filter reports by adding an email ID.

    <Frame>
      <img alt="Custom report — search and filter" />
    </Frame>
  </Step>

  <Step title="You can share, edit, or delete a report">
    You can **share, edit, or delete** a report. Use the **share icon** and enter the details of the person you want to send it to. Click on the **three-dot menu** to edit or delete the report.

    <Frame>
      <img alt="Custom report — share, edit, delete options" />
    </Frame>

    ***
  </Step>
</Steps>

## Viewing capabilities

Empuls lets admins, HRBPs, managers, and leaders view reports from different perspectives. This ensures every stakeholder sees insights relevant to their responsibilities.

### View as (any employee profile)

You can switch the report view to any employee profile. This helps you understand how reports and data appear from their point of view.

Use cases:

* Verify whether a user has correct visibility.
* Troubleshoot access or data issues.
* Validate manager or HRBP report experience.

### Role-based viewing

Available roles typically include:

* **Super Admin** — Full visibility across all teams, budgets, awards, and recognition activity.
* **Manager** — Sees recognition given and received within their reporting tree. Insights include team performance, participation, and gaps.
* **HRBP** — Sees data for employees mapped to their business unit or function. Useful for programme oversight, adoption tracking, and department-level insights.
* **Cost center head** — Sees recognition budgets, award usage, and adoption patterns for their cost center.

Use cases:

* Understand how different leaders see recognition and budget reports.
* Validate governance and ensure the right data is shown to the right role.
* Enable HRBPs and managers to make data-driven decisions without exposing global data.

**Why role-based viewing matters**

* **Improves governance:** Ensures sensitive data is only seen by authorised roles.
* **Builds transparency:** Managers and HRBPs get insights specific to their teams.
* **Supports accurate decision-making:** Each role sees the metrics they need most.
* **Simplifies troubleshooting:** Admins can switch views to replicate what others see.

***

## Creating a custom report

<Steps>
  <Step title="Click Create Custom Report">
    Click **Create Custom Report**.

    <Frame>
      <img alt="Create custom report button" />
    </Frame>
  </Step>

  <Step title="Select a source report from the drop-down menu">
    Select a **source report** from the drop-down menu. Available options:

    * Awards
    * Gifts
    * Nominations
    * Budget
    * Redemption
    * Reward based taxation
    * Redemption based taxation

    <Frame>
      <img alt="Custom report — select source report" />
    </Frame>
  </Step>

  <Step title="Use the filters and add details">
    Use the **filters** and add details. You can apply multiple filters to customise the report. Click **Next**.

    <Frame>
      <img alt="Custom report — apply filters" />
    </Frame>

    <Frame>
      <img alt="Custom report — filter configuration" />
    </Frame>
  </Step>

  <Step title="Add a custom name and description">
    Add a **custom name** and **description** for the report. Click **Create Report**.

    <Frame>
      <img alt="Custom report — name and description" />
    </Frame>
  </Step>

  <Step title="Click on the report to expand it">
    Click on the report to expand it. Add a **custom date range** by selecting a **start** and **end date**. Apply the **filter** to view the report.

    <Frame>
      <img alt="Custom report — expand with date range" />
    </Frame>

    ***
  </Step>
</Steps>

## FAQs

<AccordionGroup>
  <Accordion title="Does the platform include a report builder for custom or ad-hoc reports?">
    Yes. The platform includes a flexible report builder for creating custom or ad-hoc reports. Admins can define filters, select metrics, and customise data views. Reports can be saved for recurring use or exported for offline analysis, helping organisations track dynamic metrics like campaign participation or department-specific reward utilisation.
  </Accordion>

  <Accordion title="Can I share a custom report with someone else?">
    Yes. Click the **share icon** on any saved custom report and enter the recipient's details. They will receive access to view the report with the same filters and configuration you set.
  </Accordion>

  <Accordion title="What source reports can I build a custom report from?">
    Custom reports can be built from the following sources: Awards, Gifts, Nominations, Budget, Redemption, Reward based taxation, and Redemption based taxation.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Reports" href="/admin/reports/overview">
    Overview of all report types available in Empuls.
  </Card>

  <Card title="Raw data report" href="/admin/reports/raw-data-report">
    Export raw logs that feed custom report source data.
  </Card>

  <Card title="Access control" href="/admin/user-management/access-control">
    Control which roles can create and view custom reports.
  </Card>

  <Card title="Budget report" href="/admin/reports/budget-report">
    Pre-built budget analytics for quick insights.
  </Card>
</CardGroup>


# Gift report
Source: https://help-empuls.xoxoday.com/admin/reports/gift-report

Track all gifts sent to employees — automated milestone gifts and manual gifts — with delivery status and spend details.

The gift report provides a log of all gifts distributed to employees. It details the type of gift sent, the recipient, the delivery status, and the associated costs.

To access these insights, navigate to **Admin Hub → Reports → Gift Report**.

***

## Navigation and customisation

* **Filter view:** Use the global drop-down menu to switch between different organisational views or reporting levels.
* **Report options:** Tailor the data by **pivoting by User, Department, Cost Center and more**.

<Frame>
  <img alt="Gift report — filter options" />
</Frame>

***

## Key metrics

At the top of the report, admins see high-level insights:

* **Total gifts sent** — Number of automated and manual gifts delivered in the selected period.
* **Gift point value sent** — Total monetary value of all points sent through gifting programmes.

These metrics help track adoption and spend instantly.

***

## Gifting summary

This section displays a detailed summary of all gift types delivered to each employee:

* Birthday gift points received and value
* Service anniversary gift points received and value
* Onboarding gift points received and value
* Other gift points received and value

Use cases:

* HR can confirm that everyone received their milestone gifts.
* Managers can review team-level gifting fairness.
* Finance can validate budget utilisation and taxation implications.

***

## Automated gifts report

A breakdown of all gifts triggered by automation rules (LSA, birthdays, onboarding, custom automations). Displays:

* Recognition type / gift category
* Count of instances triggered

Examples:

* Birthday gifts → 40 triggers
* Mandatory module completion gift → 8 triggers
* 3-year work anniversary gift → 6 triggers
* 5-year work anniversary gift → 3 triggers
* 10-year work anniversary gift → 1 trigger

Use cases:

* Verify automations are functioning correctly.
* Identify patterns across tenure and events.
* Measure the reach of non-monetary and monetary milestone programmes.

***

## Manual gifts report

Shows all manually delivered gifts by HR or managers, including:

* Contest rewards
* Special appreciation gifts
* Festival gifts
* Any ad-hoc celebration gifting

Use cases:

* Track manual gift usage and ensure governance.
* Validate spend for department-owned gifting programmes.
* Monitor engagement during culture events or celebrations.

<Frame>
  <img alt="Gift report — gifting summary table" />
</Frame>

<Note>
  **Why the gift report matters**

  * Ensures **every employee** receives birthdays, onboarding, and milestone celebrations.
  * Eliminates manual tracking through **real-time gifting visibility**.
  * Helps **audit gifting spend** and avoid oversights.
  * Strengthens **employee experience programmes** with measurable insights.
  * Supports transparency in automated and manual gifting processes.
</Note>

***

## FAQs

<AccordionGroup>
  <Accordion title="What is the difference between automated and manual gifts?">
    **Automated gifts** are triggered by rules you configure in Empuls — birthdays, work anniversaries, onboarding completions, and similar milestones fire automatically without HR intervention. **Manual gifts** are sent directly by HR or managers for ad-hoc occasions like contests, festivals, or special appreciations.
  </Accordion>

  <Accordion title="Can I verify whether a specific employee received their birthday or anniversary gift?">
    Yes. Use the gifting summary table and filter by employee name. The table shows each gift type (birthday, service anniversary, onboarding, and other), the points value sent, and delivery status. You can also use the automated gifts report to confirm how many times each automation rule fired.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Reports" href="/admin/reports/overview">
    Overview of all report types available in Empuls.
  </Card>

  <Card title="Automate gifts" href="/admin/gifts/automate-gifts">
    Set up the automation rules that appear in this report.
  </Card>

  <Card title="Gifts" href="/admin/gifts/gifts">
    Manage milestone and manual gifting programmes.
  </Card>

  <Card title="Budget report" href="/admin/reports/budget-report">
    See how gifting spend tracks against overall budget.
  </Card>
</CardGroup>


# Organization dashboard
Source: https://help-empuls.xoxoday.com/admin/reports/organization-dashboard

Live account status, R&R dashboard, engagement summary, and data overview for Super Admins.

Super Admins can access information about the allocated budgets and their utilisation, live programme status, and deep organisational analytics from the organization dashboard.

To access: Navigate to **Admin Hub → Reports → My Organization**.

***

## Account live status

Tracking rewards points, nominations, and budgets is simple with live status reports. The Super Admin can manage all R\&R tracking in one place, with the most up-to-date information on programme parameters.

You can track your **Budget Usage**, **Available Budget Points**, **Redemption Points**, **Redemption Wallet Balance**, and **Pending Nominations** status.

**Step 1:** Navigate to **Home → Reports and Admin** to land on the admin dashboard. Click on **Reports → My Organization** to access live status reports. This report is updated on a real-time basis.

<Frame>
  <img alt="My Organization — live status overview" />
</Frame>

<Note>
  The report can also be viewed as an HRBP. Use the drop-down on the right of the report and select your view. By clicking on any report, you will see the entire report with an option to download it.
</Note>

<Frame>
  <img alt="My Organization — download and view options" />
</Frame>

***

## R\&R dashboard

Track the effectiveness of your recognition and reward efforts with the live R\&R dashboard. The dashboard provides comprehensive usage reports for Super Admins.

**Step 1:** Navigate to **Home → Reports and Admin** to land on the admin dashboard. Click on **Reports → My Organization** to view the dashboard.

### Engagement summary

The engagement summary provides data about the following:

* The engagement summary provides detailed information on awards, core values, gifts, and survey data.
* Core value data summarises core values, receiver/recipient name, sender name, and date.
* Gifts data provides details on the greeting event, greeting name, gift value, receiver/recipient, date, and status, and you can download the report by clicking **Download Report**.
* Award data provides details including award name, reward value, receiver/recipient Emp ID and name, nominator Emp ID and name, budget name and owner name, nominated and approved dates, and status.
* Survey data report provides data on survey name, creator email, survey creation date, status, total invited, and total responded.
* Active groups data report lists active group names and the total number of discussion threads for each group.

<Frame>
  <img alt="R&R Dashboard — engagement summary" />
</Frame>

<Steps>
  <Step title="The data displayed is limited">
    The data displayed is limited to your selected reporting span. Click on the calendar icon and choose the required dates. You can also download different reports by clicking **Download Report**.

    <Frame>
      <img alt="R&R Dashboard — date range selector" />
    </Frame>
  </Step>

  <Step title="Super Admins have access to a range">
    Super Admins have access to a range of reports. Below is a list of the available reports.

    * The **Appreciated Users List** includes the name, email, and total appreciations received. The **Appreciative Users List** displays each user's name, email, and total appreciations shared.

    <Frame>
      <img alt="Appreciated and appreciative users lists" />
    </Frame>

    * **Most effective budget utilisation** provides data on the user's name, email, and the budget utilised by the user (in %).
    * **Most active groups** lists data on the group name and the number of discussion threads.

    <Frame>
      <img alt="Budget utilisation and most active groups" />
    </Frame>

    * **Points overview** lists the source of points, new points added, and unused points.
    * **Application of points** report lists down the number of points rewarded, sent out as gifts, and unused points.

    <Frame>
      <img alt="Points overview and application of points" />
    </Frame>

    * **Funds overview** provides details about the new funds added and the unused funds.
    * **Application of funds** provides total funds used for redemption, unused funds, and total funds used for expiry.

    <Frame>
      <img alt="Funds overview and application of funds" />
    </Frame>

    ***
  </Step>
</Steps>

### Data overview

The data section of reports gives complete details of feeds on the platform (conversations), skill set in the organisation, budget lifecycle (budgets), and award usage (awards).

<Steps>
  <Step title="Navigate to Home → Reports and Admin">
    Navigate to **Home → Reports and Admin** to land on the admin dashboard. Click on **Reports → My Organization** and scroll down for data overview.

    <Frame>
      <img alt="Data overview section" />
    </Frame>
  </Step>

  <Step title="You can see the skills in your employees">
    You can see the skills in your employees which are defined across 4 types — Communication, Interpersonal, Critical Thinking, and Leadership. Each skill has multiple sub-skills, represented in the spider graph. By using the filter, the graph will show the skills of the selected filter. You can view the skills based on the filter of department, designation, grade, business unit, location, and cost center.

    <Frame>
      <img alt="Skill mapping spider graph" />
    </Frame>
  </Step>

  <Step title="You can customise the report">
    You can customise the report for a specific pivot. Click on **Pivot by Department** and select the option required. You can pivot by Department, Designation, Cost Center, Business Units, Grades, and Location.

    <Frame>
      <img alt="Pivot by department options" />
    </Frame>
  </Step>

  <Step title="On the top right side">
    On the top right side of the report you can toggle between a graph or table format.

    <Frame>
      <img alt="Toggle between graph and table format" />
    </Frame>
  </Step>

  <Step title="Click Download to download the report">
    Click **Download** to download the report as a PDF.

    <Frame>
      <img alt="Download report as PDF" />
    </Frame>

    You can view details of the following data:

    * **Frequency of appreciations given:** Numbers indicate the average number of appreciations shared by employees from that group.
    * **Frequency of appreciations received:** Numbers indicate the average number of appreciations received by employees in that group.
    * **Distribution of appreciations:** The thickness of the connection is proportional to the number of times appreciations were shared by those on the left to those on the right.
    * **Reward budget utilisation:** Numbers indicate the percentage of budget used for awards and it ranges from 0% to 100%. Blanks indicate you didn't allocate budgets.
    * **Average point(s) given:** Numbers indicate the average number of reward points given by an employee in the group.
    * **Average point(s) received:** Numbers indicate the average number of points received as gifts by an employee in the group.
    * **Frequency of nominations raised:** Numbers indicate the average number of nominations raised by an employee in the group.
    * **Point(s) remaining:** Shows data for groups with the highest number of points available for redemption.
    * **Monthly active users:** Percentage of users who accessed Empuls across months.
    * **Core values usage trend:** Numbers indicate the number of times an organisational value was used to appreciate.

    <Frame>
      <img alt="Data overview charts and metrics" />
    </Frame>

    * **Savings trend (perks usage):** Indicates data for the net savings made department-wise on discounted gift cards.

    <Frame>
      <img alt="Savings trend — perks usage" />
    </Frame>

    ***
  </Step>
</Steps>

## FAQs

<AccordionGroup>
  <Accordion title="Who can access the organization dashboard?">
    The organization dashboard is available to Super Admins and HRBPs. Super Admins see company-wide data. HRBPs can switch views using the drop-down on the right of the report to see data relevant to their business unit.
  </Accordion>

  <Accordion title="How often is the live status data updated?">
    The account live status report is updated on a real-time basis. This means budget usage, pending nominations, redemption wallet balances, and other metrics reflect the most current state of the platform.
  </Accordion>

  <Accordion title="Can I download the reports from this dashboard?">
    Yes. Click **Download Report** on any individual section, or click **Download** at the top of the data overview to export it as a PDF.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Reports" href="/admin/reports/overview">
    Overview of all report types available in Empuls.
  </Card>

  <Card title="AI-powered skill mapping" href="/admin/ai/ai-skill-mapping">
    Decode soft skills embedded in recognition data shown in the data overview.
  </Card>

  <Card title="Budget report" href="/admin/reports/budget-report">
    Detailed budget utilisation and points movement.
  </Card>

  <Card title="Recognition report" href="/admin/reports/recognition-report">
    Drill into recognition given and received by individual employees.
  </Card>
</CardGroup>


# Overview
Source: https://help-empuls.xoxoday.com/admin/reports/overview

Real-time, data-driven insights for Super Admins, HR leaders, and managers — recognition, budget, redemption, gifting, raw data, and custom reports.

# Recognition Reports

Recognition Reports help organizations measure how appreciation flows across the workplace, ensuring recognition programs are inclusive, effective, and aligned with company values. These reports provide visibility into both recognition received and recognition given, helping HR leaders and managers identify participation trends, high performers, and employees who may be under-recognized.

<Frame>
  <img alt="Empuls Recognition Reports dashboard showing recognition given and received metrics" />
</Frame>

## Recognition Received

Track how employees are being recognized across the organization.

### Key Insights

* Total recognitions received
* Monetary and non-monetary awards earned
* Recognition received from managers vs peers
* Total reward points and redemption value
* Most frequently received awards
* Core values associated with recognition
* Award and nomination history

These insights help organizations identify top contributors, measure recognition fairness, and ensure employees receive visibility for their contributions.

## Recognition Given

Understand how employees, managers, and leaders contribute to the culture of appreciation.

### Key Insights

* Total employees recognized
* Monetary and non-monetary awards distributed
* Recognition frequency and participation trends
* Most recognized colleagues
* Core values most frequently recognized
* Nominations submitted and approval status

This helps organizations measure recognition adoption, manager participation, and overall engagement with recognition programs.

## Reporting & Analysis

Recognition Reports provide flexible analysis capabilities through:

* Date-based filtering
* Employee-level drilldowns
* Pivot views and segmentation
* Recognition trend analysis
* Manager vs peer recognition insights

These reports help HR teams monitor program effectiveness, improve recognition participation, and build a stronger culture of appreciation.

## Who Uses This Report?

### HR & People Teams

Monitor recognition adoption, participation, and alignment with company values.

### Managers

Track team recognition trends and identify employees who may need greater visibility.

### Employees

View personal recognition history, awards earned, and recognition received from peers and managers.

## Business Impact

Recognition Reports help organizations:

* Improve employee engagement
* Increase recognition participation
* Identify under-recognized employees
* Reinforce company values
* Measure the effectiveness of recognition programs
* Build a culture of continuous appreciation

# Budget Report

The Budget Report provides complete visibility into how reward and recognition budgets are allocated, utilized, and managed across the organization. It helps HR, Finance, and program administrators track spending, monitor budget health, and ensure recognition programs remain financially sustainable.

<Frame>
  <img alt="Budget Report dashboard with allocation, spend, and utilization metrics" />
</Frame>

Budget Overview

Get a real-time snapshot of your organization's reward budget performance through key budget metrics, including:

### Key Insights

* Total points allocated across all budget owners
* Total budget allocated (monetary value)
* Total points spent
* Total budget spent (monetary value)
* Total points remaining
* Total unused budget value
* Budget utilization percentage

These metrics help organizations understand overall budget health and identify opportunities for optimization.

## Budget Utilization Analysis

Understand how recognition budgets are being used across teams, departments, and budget owners.

### Key Insights

* Budget utilization by individual users
* Remaining balance available for spending
* Percentage of budget utilized
* High and low budget adoption trends
* Recognition activity across managers and teams

This helps identify managers who actively recognize employees, teams that require additional budget allocation, and areas where recognition adoption can be improved.

## Pending Spend Visibility

Track upcoming budget commitments through pending nominations and approval-based reward programs.

### Key Insights

* Value of pending nominations
* Expected future spend
* Budget commitments awaiting approval
* Potential impact on available budgets

This allows HR and Finance teams to anticipate future spending and maintain better financial control.

## Points Movement Tracking

Monitor the complete lifecycle of reward points within the organization.

### Key Insights

* Points rewarded to employees
* Points distributed through gifting programs
* Points revoked or canceled
* Overall movement of points across the platform

These insights provide a transparent audit trail for all reward-related transactions.

## Reporting & Analysis

The Budget Report supports flexible analysis through:

* Date-based trend analysis
* User-level reporting
* Department-level reporting
* Budget-specific filtering
* Recipient-based drilldowns
* Utilization comparisons

This helps organizations understand spending patterns and optimize future budget allocations.

## Who Uses This Report?

### HR & People Teams

Track recognition adoption, manager participation, and budget effectiveness.

### Finance Teams

Monitor spending, unused budgets, and financial planning for reward programs.

### Program Owners

Manage budget allocations, top-ups, and utilization across recognition initiatives.

### Leadership

Understand investment in employee recognition and its adoption across the organization.

## Business Impact

The Budget Report helps organizations:

* Improve budget visibility and control
* Optimize reward program spending
* Identify underutilized budgets
* Ensure fair budget distribution
* Support governance and compliance
* Forecast future budget requirements
* Maximize ROI on recognition programs

By providing a centralized view of budget allocation, utilization, and spending trends, the Budget Report enables organizations to run scalable and financially sustainable recognition programs.

# Redemption Report

The Redemption Report provides visibility into how employees utilize their earned rewards and points. It helps HR, Finance, and program administrators track redemption activity, monitor reward liabilities, manage wallet balances, and ensure financial transparency across reward programs.

<Frame>
  <img alt="Redemption Report overview showing pending and completed redemptions" />
</Frame>

## Redemption Overview

Understand both pending and completed redemption activity through two key views:

### To Be Redeemed

Track reward points that employees have earned but not yet redeemed.

### Key Insights

* Redeemable points held by active employees
* Redeemable points held by inactive employees
* Current redemption wallet balance
* Outstanding reward liabilities

This helps organizations estimate future redemption costs and funding requirements.

### Redeemed

Monitor points and rewards that have already been redeemed.

### Key Insights

* Total redeemed points value
* Number of redemption orders placed
* Redemption trends over time
* Employee reward utilization

These insights help measure engagement with the rewards catalog and understand employee redemption behavior.

## Redemption Summary

Access a detailed view of redemption activity across the organization.

### Key Insights

* User-wise redemption balances
* Total redeemable points
* Redeemable monetary value
* Currency-wise redemption data

This enables organizations to track outstanding liabilities and gain visibility into employee reward balances.

<Frame>
  <img alt="Redemption Summary table with user-wise redeemable points and balances" />
</Frame>

## Wallet Management

Monitor the financial health of your rewards program through wallet-level visibility.

### Key Insights

* Current wallet balances
* Redemption wallet utilization
* Funding requirements
* Available reward budgets

This helps administrators proactively manage wallet funding and avoid disruptions in reward redemption.

## Taxation Reports

Simplify compliance and payroll processing with dedicated reward taxation reports.

### Rewarding Taxation Report

Track the value of rewards distributed across the organization.

### Key Insights

* Total points received by employees
* Monetary value of rewards
* Currency of rewards
* Source of rewards and incentives

This helps HR and Finance teams calculate taxable benefits and support payroll reporting requirements.

### Redeemed Taxation Report

Track taxation impact based on actual reward redemption activity.

### Key Insights

* Redeemed reward value
* Taxable redemption benefits
* Employee-wise redemption records

This supports compliance in regions where tax obligations are triggered only upon redemption.

## Reporting & Analysis

The Redemption Report supports flexible analysis through:

* User-level reporting
* Department-level reporting
* Cost center analysis
* Budget-based filtering
* Recipient-based filtering
* Redemption trend analysis

These capabilities help organizations understand reward utilization and optimize reward program investments.

## Who Uses This Report?

### HR & People Teams

Monitor employee reward adoption, identify low-redemption groups, and improve engagement with reward programs.

### Finance Teams

Track redemption liabilities, reconcile wallet balances, and support payroll taxation processes.

### Program Administrators

Manage wallet funding, monitor redemption trends, and evaluate reward catalog performance.

## Business Impact

The Redemption Report helps organizations:

* Track reward utilization and engagement
* Monitor outstanding redemption liabilities
* Improve financial planning and forecasting
* Simplify reward taxation and compliance
* Manage wallet funding efficiently
* Optimize reward catalog effectiveness

By providing complete visibility into both pending and completed redemptions, the Redemption Report helps organizations maximize the value of their rewards programs while maintaining financial control and compliance.

# Gift Report

The Gift Report provides complete visibility into all gifts distributed across the organization, helping HR teams, administrators, and finance stakeholders track gifting activity, monitor spend, and ensure employees receive timely celebrations and milestone rewards.

The report captures both automated and manually distributed gifts, providing a centralized view of gifting programs and their impact on employee experience.

<Frame>
  <img alt="Gift Report dashboard showing total gifts sent, points, and monetary value" />
</Frame>

## Gift Overview

Get a high-level summary of gifting activity across the organization.

### Key Insights

* Total gifts sent
* Total gift points distributed
* Monetary value of gifts sent
* Overall gifting activity during the selected period

These metrics help organizations measure gifting adoption and monitor spend across employee engagement programs.

## Gifting Summary

Track gift distribution at an employee level to understand how gifting programs are being utilized.

### Key Insights

* Birthday gifts received
* Service anniversary gifts received
* Onboarding gifts received
* Other occasion-based gifts received
* Gift points distributed
* Monetary value of gifts received

This helps organizations ensure employees are consistently recognized during important milestones and celebrations.

## Automated Gifts Report

Monitor gifts that are triggered automatically through predefined workflows and employee lifecycle events.

### Common Automated Gifts

* Birthday gifts
* Work anniversary gifts
* Long service awards
* New joiner welcome gifts
* Learning milestone rewards
* Custom automated gifting programs

### Key Insights

* Gift category
* Number of automated triggers
* Distribution trends across milestones
* Reach of gifting programs

This helps administrators verify that automations are functioning correctly and that milestone celebrations are being delivered as intended.

## Manual Gifts Report

Track gifts distributed manually by HR teams, managers, or program owners.

### Common Manual Gifts

* Festival gifts
* Contest rewards
* Spot appreciation gifts
* Team celebration rewards
* Event-based gifting

### Key Insights

* Number of manual gifts distributed
* Gift categories used
* Recipient details
* Associated gift value

This helps organizations maintain governance, track ad-hoc gifting spend, and evaluate participation in engagement initiatives.

## Reporting & Analysis

The Gift Report supports flexible reporting through:

* User-level reporting
* Department-level analysis
* Cost center reporting
* Gift category analysis
* Date-based trend analysis
* Organizational filtering

These capabilities help organizations understand gifting patterns and measure the effectiveness of employee celebration programs.

## Who Uses This Report?

### HR & People Teams

Ensure employees receive milestone and celebration gifts while tracking program adoption.

### Managers

Review gifting activity across teams and ensure recognition is distributed fairly.

### Finance Teams

Monitor gifting spend, validate budget utilization, and support compliance requirements.

### Program Administrators

Track automated workflows, monitor manual gifting activity, and manage engagement programs.

## Business Impact

The Gift Report helps organizations:

* Ensure employees receive milestone celebrations
* Improve visibility into gifting programs
* Monitor gifting budgets and spend
* Audit automated and manual gifting activity
* Strengthen employee experience initiatives
* Measure engagement through celebration programs

By providing a centralized view of all gifting activity, the Gift Report helps organizations deliver consistent employee experiences while maintaining transparency, governance, and financial control.

# Raw Data Report

The Raw Data Report provides Super Admins with direct access to detailed platform-level data across recognition, rewards, gifting, budgets, surveys, user activity, and system transactions. It serves as a centralized reporting layer for auditing, compliance, analysis, and operational reporting.

Unlike summary reports that focus on aggregated insights, the Raw Data Report allows administrators to access granular records and export data for deeper investigation and custom analysis.

<Frame>
  <img alt="Empuls Raw Data Report Insights page with category filters and exports" />
</Frame>

## Comprehensive Data Access

The report provides access to raw records across multiple areas of the platform, including:

### Recognition & Rewards

* Awards
* Core Values
* Leaderboards
* Reward Points Expiry
* Destroyed Reward Points

### Budget & Financial Data

* Budgets
* Budget Transactions
* Reward-Based Taxation
* Redemption-Based Taxation

### Gifting & Redemption

* Gifts
* Redeemable Links
* Redemption Records

### Employee Engagement

* Surveys
* Conversations

### User Activity & Audit Logs

* Login Activity
* Proxy Login Activity
* User Audit Logs

This allows organizations to access complete historical records for operational and compliance needs.

## Advanced Filtering & Analysis

The Raw Data Report supports flexible filtering to help administrators quickly locate relevant information.

### Key Capabilities

* Date-range filtering
* Category-specific reporting
* User-level analysis
* Transaction-level visibility
* Audit trail tracking
* Export-ready datasets

These filters make it easier to investigate specific events, validate transactions, and generate custom reports.

## Audit & Compliance Visibility

The report provides detailed activity logs that help organizations maintain transparency and governance.

### Key Use Cases

* Track user activity and system access
* Review budget and reward transactions
* Validate gifting and redemption records
* Monitor changes made within the platform
* Support internal audits and compliance reviews

This ensures organizations have a reliable source of truth for platform activity and reward-related transactions.

## Who Uses This Report?

### Super Admins

Access detailed platform data for operational oversight, troubleshooting, and governance.

### HR & People Teams

Review recognition, rewards, gifting, and survey-related data for analysis and reporting.

### Finance Teams

Validate budget transactions, reward distributions, taxation reports, and redemption activity.

### Compliance & Audit Teams

Maintain audit trails, investigate discrepancies, and support regulatory or internal compliance requirements.

## Business Impact

The Raw Data Report helps organizations:

* Access detailed platform records in one place
* Improve reporting accuracy and transparency
* Support audits and compliance requirements
* Investigate user activity and transactions
* Validate reward, gifting, and budget data
* Generate custom reports for business analysis

By providing granular access to platform data, the Raw Data Report enables organizations to maintain strong governance, improve operational visibility, and make informed decisions backed by accurate data.

# Custom Reports

Custom Reports allow administrators to create tailored reports by combining specific data sources, filters, and date ranges. These reports help teams focus on the metrics that matter most, making it easier to monitor programs, track performance, and share insights with relevant stakeholders.

Custom Reports can be saved, shared, edited, and reused, eliminating the need to repeatedly configure the same report.

<Frame>
  <img alt="Custom Reports page in Empuls to create, share, and manage tailored reports" />
</Frame>

## Create Tailored Reports

Build reports using data from multiple reporting categories across the platform.

### Available Report Sources

* Awards
* Gifts
* Nominations
* Budget
* Redemption
* Reward-Based Taxation
* Redemption-Based Taxation

Administrators can apply multiple filters and reporting criteria to create reports that align with specific business, compliance, or operational needs.

## Flexible Filtering & Analysis

Customize reports using a variety of filters and reporting options.

### Key Capabilities

* Date-range filtering
* User-level reporting
* Department-level reporting
* Cost center analysis
* Budget-specific filtering
* Recipient-based filtering
* Custom report configurations

This allows teams to focus on the most relevant data while reducing reporting complexity.

## Report Management

Easily manage and organize custom reports from a centralized location.

### Key Capabilities

* Search reports by name or description
* Locate reports using associated email addresses
* Edit existing reports
* Delete outdated reports
* Share reports with stakeholders

This ensures reporting remains collaborative, scalable, and easy to maintain.

## Role-Based Viewing

Empuls allows stakeholders to view reports based on their role and access permissions, ensuring relevant insights while maintaining data privacy.

### View As Employee

Administrators can switch report views to see exactly what another employee, manager, or stakeholder can access.

### Benefits

* Validate report visibility
* Troubleshoot access issues
* Verify reporting permissions
* Improve governance and compliance

## Access by Role

### Super Admins

Access organization-wide reports, budgets, recognition activity, and program performance data.

### Managers

View team-level recognition, participation, and engagement insights for their reporting hierarchy.

### HR Business Partners (HRBPs)

Access reports for assigned business units or departments to monitor adoption and program effectiveness.

### Cost Center Heads

Review recognition budgets, award utilization, and participation trends within their cost centers.

This role-based approach ensures stakeholders receive relevant insights without exposing unnecessary organizational data.

## Reporting & Sharing

Custom Reports can be configured once and reused whenever needed.

### Key Benefits

* Save frequently used reports
* Share reports with stakeholders
* Standardize reporting across teams
* Reduce manual reporting effort
* Enable consistent decision-making

This helps organizations create a scalable reporting framework that supports ongoing analysis and governance.

## Business Impact

Custom Reports help organizations:

* Create highly targeted reports for specific business needs
* Reduce manual reporting effort
* Improve reporting accuracy and consistency
* Enable role-based access and governance
* Support compliance and operational reviews
* Share actionable insights across stakeholders

By allowing organizations to build reports around their unique requirements, Custom Reports provide greater flexibility, visibility, and control over employee engagement, rewards, recognition, and budget data.

## FAQs

<AccordionGroup>
  <Accordion title="What types of reports and analytics can I view on the platform?">
    The platform provides a comprehensive suite of tools to track engagement and budget. Key reporting features include:

    * **AI Co-pilot:** Get real-time answers and insights regarding user activity, nominations, and budget utilisation.
    * **Predictive analytics:** Access forward-looking data to help you spot trends and make proactive decisions.
    * **Custom reports:** Create tailored views and dashboards that align with your specific organisational KPIs.
    * **Integrated insights:** View recommendations and data directly within your daily tools (Microsoft Teams, Outlook) via APIs.
  </Accordion>

  <Accordion title="What are the reporting capabilities of the Empuls solution?">
    The platform provides a robust reporting architecture to deliver actionable insights for HR leaders, managers, programme admins, and employees. Reports include:

    * **Recognition activity reports:** Track recognition trends, top recipients, and engagement levels.
    * **Rewards reports:** Gain visibility into redemption patterns, reward popularity, and point utilisation.
    * **Programme adoption reports:** Understand participation across departments and individuals.

    Reports can be filtered by department, location, designation, or other employee attributes, exported in Excel, PDF, or CSV formats, and integrated with third-party BI tools for data-driven, strategic decision-making.
  </Accordion>

  <Accordion title="Does the platform provide role-based dashboards for HR, admins, and managers?">
    Yes. The platform provides role-based dashboards for HR, administrators, and managers. Through these dashboards, admins can access:

    * **Recognition analytics:** Trends in peer-to-peer and manager-to-employee recognition, top award givers and receivers, and budget utilisation.
    * **Engagement metrics:** Active users, pending nominations, survey participation, and social intranet activity.
    * **Programme effectiveness:** Adoption rates, attrition impact analysis, and the contribution of recognition to retention.
    * **Financial oversight:** Allocation and utilisation of reward budgets, redemption patterns, and vendor performance.
    * **Custom reports:** Drill-down options by employee, department, geography, or time period, with export functionality for further analysis.
    * **AI-powered insights:** Predictive analytics, nudges for under-recognised employees, and recommendations to optimise recognition programmes.
  </Accordion>

  <Accordion title="How does the platform provide analytics for end users?">
    The platform offers a structured analytics framework with pre-configured dashboards for all stakeholder levels:

    * **My reports (employees):** Personal participation, recognition history, survey responses, and rewards earned.
    * **My team reports (managers):** Team engagement, recognition frequency, survey response rates, and performance indicators.
    * **My organisation (HR and leadership):** Macro-level analytics including engagement trends, survey scores, adoption metrics, and recognition equity.

    Raw data reports include awards issued, nominations, redemptions, budget usage, core values adoption, leaderboard activities, service awards, survey responses, and platform access logs.
  </Accordion>

  <Accordion title="Can reports be filtered by department, function, or business unit?">
    Yes. The platform provides flexible reporting capabilities that allow filtering by department, function, business unit, region, and more. Filters are available across recognition trends, reward redemptions, survey responses, and engagement metrics. Filtered views help users identify gaps in recognition equity, low-engagement teams, and adoption rates. Reports can be exported in CSV or PDF for deeper analysis or sharing with leadership.
  </Accordion>

  <Accordion title="How many standard reports are available?">
    The platform offers a comprehensive analytics suite with real-time dashboards and detailed raw data reports.

    Dashboards include:

    * **My Reports** — Individual user insights
    * **My Team Reports** — Manager view for team-level engagement and usage
    * **My Organisation Reports** — Admin view for company-wide participation, trends, and point utilisation

    Raw data reports cover 14 key areas: All Awards Issued, All Nominations, All Budget Usage, Budget Transaction Log, Conversations across groups, Core Values awarded, Destroyed Reward Points for exited employees, Service Awards and Seasonal Gifts, Leaderboard Credits Log, Platform Access Logs, Redeemable Links, All Redemption transactions, Reward Points Expiry report, and Surveys conducted.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Admin hub" href="/admin/admin-hub">
    Navigate the admin dashboard and all admin tools.
  </Card>

  <Card title="Awards and core values" href="/admin/programs/awards-core-values">
    Set up the awards that feed recognition report data.
  </Card>

  <Card title="Budgets" href="/admin/finance/budgets">
    Configure the budgets that appear in budget reports.
  </Card>

  <Card title="Access control" href="/admin/user-management/access-control">
    Control who sees which reports and dashboards.
  </Card>
</CardGroup>


# Raw data report
Source: https://help-empuls.xoxoday.com/admin/reports/raw-data-report

Export granular transaction-level logs for awards, budgets, redemptions, logins, surveys, and more.

The raw data report gives Super Admins direct access to transaction-level data across every major platform activity. Unlike the summary dashboards, raw data shows individual records — every award, every redemption, every login — so you can export, analyse, and reconcile data independently.

To access: Navigate to **Admin Hub → Reports → Raw Data**.

***

## How to use

<Steps>
  <Step title="Select a data category from the dropdown">
    Select a **data category** from the dropdown on the left. The table and column set update automatically based on the category you choose.
  </Step>

  <Step title="Set a date range using the date picker">
    Set a **date range** using the date picker. Select your start and end dates to filter records to that period.
  </Step>

  <Step title="Use the filter icon (top right">
    Use the **filter icon** (top right of the table) to further narrow results — by user, department, status, or other attributes depending on the category.
  </Step>

  <Step title="Click the download icon (top right">
    Click the **download icon** (top right of the table) to export the visible data as a CSV or Excel file.

    ***
  </Step>
</Steps>

## Available data categories

Select any of the following categories from the dropdown:

| Category                      | What it contains                                                                                      |
| ----------------------------- | ----------------------------------------------------------------------------------------------------- |
| **Awards**                    | Every award transaction — award name, value, recipient, nominator, budget, dates, and approval status |
| **Budget**                    | Budget allocation records — who owns each budget, how much was allocated, and remaining balance       |
| **Budget transactions**       | Line-by-line log of every debit and credit against each budget                                        |
| **Conversation**              | Feed activity — posts, comments, and reactions across all groups                                      |
| **Core value**                | Every instance of a core value being used in recognition, with sender, recipient, and date            |
| **Destroyed reward points**   | Points cancelled or expired for employees who have exited the organisation                            |
| **Gifts**                     | All gift transactions — event type, recipient, value, date, and delivery status                       |
| **Leaderboard**               | Points earned and positions in leaderboard programmes                                                 |
| **Login**                     | Platform access log — user, device, IP address, browser, OS, country, and timestamp                   |
| **Proxy login**               | Log of all admin "login as user" sessions                                                             |
| **Survey**                    | Survey records — survey name, creator, creation date, status, invites sent, and responses received    |
| **User audit logs**           | Changes to user accounts — profile updates, role changes, deactivations                               |
| **Redeemable links**          | All redeemable link transactions                                                                      |
| **Redemption based taxation** | Taxable value of points at the point of redemption, for payroll compliance                            |
| **Reward based taxation**     | Taxable value of points at the point of reward receipt                                                |
| **Reward points expiry**      | Points that have expired, with user and date details                                                  |

***

## Awards data — column reference

When **Awards** is selected, the table shows the following columns:

| Column                          | Description                                                    |
| ------------------------------- | -------------------------------------------------------------- |
| **Award Name**                  | Name of the award programme (e.g. Cheers to Peers)             |
| **Reward value**                | Point value of the award                                       |
| **Receiver / Recipient emp id** | Employee ID of the person who received the award               |
| **Receiver / Recipient**        | Display name of the recipient                                  |
| **Nominator emp id**            | Employee ID of the person who gave the award                   |
| **Nominator**                   | Display name of the nominator                                  |
| **Budget name**                 | Name of the budget the award was charged to                    |
| **Budget Owner Name**           | Name of the budget owner                                       |
| **Nominated Date**              | Date and time the nomination was submitted                     |
| **Date**                        | Date and time the award was approved or issued                 |
| **Status**                      | Current status of the award (e.g. Approved, Pending, Rejected) |

Records are paginated. Use **Rows per page** to control how many rows display at once, and navigate between pages using the arrows at the bottom right.

***

## FAQs

<AccordionGroup>
  <Accordion title="Can admins download a detailed security log of platform activity?">
    Yes. Select the **Login** category to access the full access log. The downloadable data includes user ID, IP address, browser name, operating system, country, user agent information, activity type, and timestamp. These logs support compliance, security audits, and proactive monitoring.
  </Accordion>

  <Accordion title="How far back does raw data go?">
    Raw data is available for any date range you select using the date picker. Select your required start date to retrieve historical records.
  </Accordion>

  <Accordion title="What format can I export raw data in?">
    Use the download icon at the top right of the table to export the current filtered view as a CSV or Excel file.
  </Accordion>

  <Accordion title="What is the difference between 'Reward based taxation' and 'Redemption based taxation'?">
    **Reward based taxation** captures the taxable value of points at the moment they are awarded — used in countries that tax rewards at receipt. **Redemption based taxation** captures the taxable value only when points are actually redeemed — used in countries that tax at the point of benefit realisation.
  </Accordion>

  <Accordion title="Can I filter raw data by department or user?">
    Yes. After selecting a category and date range, use the **filter icon** to apply additional filters. Available filter dimensions vary by category but typically include user, department, status, and date sub-ranges.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Reports overview" href="/admin/reports/overview">
    Overview of all report types available in Empuls.
  </Card>

  <Card title="Custom report" href="/admin/reports/custom-report">
    Build saved, shareable reports on top of raw data categories.
  </Card>

  <Card title="Redemption report" href="/admin/reports/redemption-report">
    Structured redemption analytics including taxation summaries.
  </Card>

  <Card title="Access control" href="/admin/user-management/access-control">
    Control which roles can access raw data exports.
  </Card>
</CardGroup>


# Recognition report
Source: https://help-empuls.xoxoday.com/admin/reports/recognition-report

Track how recognition flows across your organisation — awards received, awards given, and nomination activity.

The recognition report tracks the culture of appreciation within your organisation by providing a detailed breakdown of how recognition is flowing between employees. To access these insights, go to **Admin Hub → Reports → Recognition Report**.

***

## Recognitions received

This section allows you to monitor your personal impact and the awards you have accumulated.

**Core metrics:** View how many unique individuals have recognised you, the total number of non-monetary awards received, and the cumulative value of all award points you have earned.

<Frame>
  <img alt="Recognitions received — core metrics" />
</Frame>

**Dynamic tools:** Use the **Pivot by User** feature to reorganise data, and apply specific filters or **Date Filters** to track your growth over a defined period.

<Frame>
  <img alt="Recognitions received — pivot and date filter" />
</Frame>

<Frame>
  <img alt="Recognitions received — filtered view" />
</Frame>

**Recognition summary table:** Located beneath the core metrics, this table highlights your most frequently received awards and those you receive the least.

A detailed breakdown for each employee showing:

* Non-monetary recognitions received
* Monetary awards received
* Recognition received from managers vs peers
* Total award points received and total redemption value
* Currency of awards

This helps track fairness, identify high performers, and spot teams with low recognition visibility.

<Frame>
  <img alt="Recognition summary table" />
</Frame>

**Core values table:** See a specialised breakdown of which organisational core values you are most often recognised for.

<Frame>
  <img alt="Core values table" />
</Frame>

**Nominations received:** Review a summary of all pending and approved nominations where you are the intended recipient.

<Frame>
  <img alt="Nominations received summary" />
</Frame>

***

## Recognitions given

This section focuses on your activity as a nominator and your contribution to the company culture.

* **Activity overview:** Track the total number of people you have recognised, the non-monetary awards you have distributed, and the total monetary value of all awards you have granted.
* **Summary table:** Analyse your giving patterns through a table showing the colleagues you recognise most (and least), the total number of awards you've issued, and the different core value types you emphasise.

<Frame>
  <img alt="Recognitions given — activity overview" />
</Frame>

**Nomination summary:** Access a complete table and summary of all nominations you have raised, including their current approval status.

<Frame>
  <img alt="Nomination summary table" />
</Frame>

***

## FAQs

<AccordionGroup>
  <Accordion title="What details are shown in the recognition summary table?">
    For each employee, the table shows:

    * Non-monetary recognitions received
    * Monetary awards received
    * Recognition received from managers vs peers
    * Total award points received and total redemption value
    * Currency of awards

    This helps track fairness, identify high performers, and spot teams with low recognition visibility.
  </Accordion>

  <Accordion title="Can I filter recognition data by date or department?">
    Yes. Use **Date Filters** to track recognition over a defined period. You can also use **Pivot by User** or **Pivot by Department** to reorganise data by the dimension most relevant to your analysis.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Reports" href="/admin/reports/overview">
    Overview of all report types available in Empuls.
  </Card>

  <Card title="Awards and core values" href="/admin/programs/awards-core-values">
    Set up the awards that feed recognition report data.
  </Card>

  <Card title="Budget report" href="/admin/reports/budget-report">
    Monitor how recognition budgets are allocated and used.
  </Card>

  <Card title="Access control" href="/admin/user-management/access-control">
    Control who sees which reports and dashboards.
  </Card>
</CardGroup>


# Redemption point source (FIFO) report
Source: https://help-empuls.xoxoday.com/admin/reports/redemption-point-source

A transaction-level report that traces every point redeemed back to the award it was earned from, using FIFO — for tax reconciliation and source analysis.

The **Redemption point source (FIFO)** report is a transaction-level ledger of every reward point **credited** (earned) and **debited** (redeemed) for each employee. For every redemption, it uses a **First In, First Out (FIFO)** method to trace the redeemed points back to the exact award or source they were originally earned from.

This tells you not just *that* an employee redeemed points, but *which earnings funded that redemption* — essential for tax reconciliation (for example, points taken as cash via **Cash Redemption** versus spent in the marketplace via **Redemption**) and for understanding which programs drive redemption.

<Info>
  **Availability:** This report is not available in the Empuls product by default. It is provided on a request basis — reach out to your Xoxoday point of contact, or raise a request at [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>

## How FIFO works

Reward points are redeemed in the order they were earned — the **oldest points are drawn down first**. When an employee redeems, Empuls walks back through their earning history and attributes the redeemed amount to the earliest source(s) still available.

A single redemption can draw from **more than one source**. When it does, the report lists every source it drew from (comma-separated) in the transaction details.

**Example** — an employee's ledger:

| Date   | Nature of transaction | Transaction details          | Credited | Debited |
| ------ | --------------------- | ---------------------------- | -------- | ------- |
| 10 Jun | Awards                | Spot Award (Quarterly Award) | 1,000    |         |
| 11 Jun | Awards                | Kudos (Excellence)           | 300      |         |
| 11 Jun | Gift                  | Christmas celebrations       | 2,000    |         |
| 12 Jun | Redemption            | Spot Award                   |          | 400     |
| 12 Jun | Redemption            | Spot Award, Kudos            |          | 600     |
| 12 Jun | Redemption            | Kudos                        |          | 100     |
| 12 Jun | Cash Redemption       | Christmas celebrations       |          | 2,000   |

The redemptions on 12 Jun draw from the oldest earnings first (the Spot Award), then roll into the next source (Kudos) once earlier balances are exhausted — so each debit is traced back to the award(s) that funded it.

## Columns in the report

| Column                  | What it shows                                                                                                                                                                                            |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Employee Name           | The employee the transaction belongs to.                                                                                                                                                                 |
| Employee ID             | The employee's unique ID.                                                                                                                                                                                |
| Employee Email ID       | The employee's registered email address.                                                                                                                                                                 |
| Department              | The employee's department.                                                                                                                                                                               |
| Business Unit           | The employee's business unit.                                                                                                                                                                            |
| Cost Center             | The employee's cost center.                                                                                                                                                                              |
| Location                | The employee's location.                                                                                                                                                                                 |
| Nature of transaction   | The transaction type — a **credit** (Awards, Gift) or a **debit** (Redemption, Cash Redemption).                                                                                                         |
| Points Credited         | Points earned in the transaction (credits only).                                                                                                                                                         |
| Points Debited          | Points redeemed in the transaction (debits only).                                                                                                                                                        |
| Transaction Date        | When the transaction occurred.                                                                                                                                                                           |
| Transaction Details     | The award or source name, and its category or core value (for example, Spot Award / Quarterly Award, Kudos / Excellence). For a redemption, the source award(s) the points were traced back to via FIFO. |
| Nominator               | The person who gave the award. Populated only when the Nature of transaction is an award.                                                                                                                |
| Nominator Email ID      | The nominator's registered email address (award transactions only).                                                                                                                                      |
| Nominator Business Unit | The nominator's business unit (award transactions only).                                                                                                                                                 |

## When to use this report

<CardGroup>
  <Card title="Tax reconciliation" icon="calculator">
    See which redeemed points were taken as cash (**Cash Redemption**) versus spent in the marketplace (**Redemption**), and trace them to their source award — so payroll can apply the correct tax treatment per employee.
  </Card>

  <Card title="Source analysis" icon="chart-pie">
    Understand which award programs generate the points that actually get redeemed, so you can invest in the recognition that drives real value.
  </Card>
</CardGroup>

## How to get this report

This report is generated and shared by the Xoxoday team on request — it is not self-serve in the product. To request it:

<Steps>
  <Step title="Reach out to your Xoxoday POC">
    Contact your Xoxoday point of contact and let them know you'd like the Redemption point source (FIFO) report, along with the date range you need.
  </Step>

  <Step title="Or raise a request over email">
    Email [cs@xoxoday.com](mailto:cs@xoxoday.com) with your request and the required date range.
  </Step>
</Steps>

<Note>
  Credits (Awards, Gift) show a value in **Points Credited**; redemptions (Redemption, Cash Redemption) show a value in **Points Debited**. The two never appear on the same row.
</Note>

## FAQs

<AccordionGroup>
  <Accordion title="How is a redemption traced to a specific award?">
    Empuls applies FIFO — it draws down the employee's oldest earned points first and attributes the redeemed amount to those source awards. The source award(s) appear in the **Transaction Details** column of the redemption row.
  </Accordion>

  <Accordion title="Why does one redemption list two awards in Transaction Details?">
    Because the redemption drew from more than one source. When a redemption is larger than the oldest award's remaining balance, FIFO rolls into the next award, and the report lists every source it drew from.
  </Accordion>

  <Accordion title="What's the difference between Redemption and Cash Redemption?">
    Both are debits. **Redemption** covers points spent in the rewards marketplace, while **Cash Redemption** covers points taken out as cash. Both are traced back to their source award via FIFO, and together they replace the need for a separate "nature of redemption" field.
  </Accordion>
</AccordionGroup>

<script type="application/ld+json" />

<script type="application/ld+json" />


# Redemption report
Source: https://help-empuls.xoxoday.com/admin/reports/redemption-report

Track how employees redeem their earned points — transaction logs, wallet balances, and taxation reports.

The redemption report provides a comprehensive view of how employees utilise their earned points, offering detailed transaction logs and wallet management insights. This report is critical for tracking organisational spend on rewards and ensuring financial transparency.

To access these insights, navigate to **Admin Hub → Reports → Redemption Report**.

***

## Navigation and customisation

* **Filter view:** Utilise the global drop-down menu to filter the current data view based on your specific requirements.
* **Report options:** You can **pivot data by User, Department, Cost Center and more** to analyse redemption patterns at different organisational levels.
* **Advanced filters:** Further refine your search by filtering for specific **Budgets**, **Recipients, and more**.

<Frame>
  <img alt="Redemption report — filter and pivot options" />
</Frame>

***

## To be redeemed

Tracks all points that are yet to be redeemed by users. You'll see:

* **Points value with active users** — Total redeemable points currently held by active employees.
* **Points value with inactive users** — Redeemable points held by users who have left or become inactive.
* **Wallet balance** — Displays the current balance in your redemption wallet.

This helps you estimate future financial liability.

<Frame>
  <img alt="To be redeemed tab" />
</Frame>

***

## Redeemed

Tracks all points that have already been redeemed. You'll see:

* **Redeemed points value** — Total redeemed point value within the selected period
* **Number of orders placed** — Total number of redemptions made by employees

This helps you understand redemption trends and catalogue utilisation.

***

## Redemption summary table

The redemption summary provides a line-by-line breakdown of each user's redemption activity. The table includes:

* User
* Total redeemable points
* Total redeemable point value
* Currency

Admins can scroll through pages or export data for deeper analysis. This helps finance track outstanding liabilities and unpaid redemption balances.

<Frame>
  <img alt="Redemption summary table" />
</Frame>

**Wallet management:** Monitor the financial health of your programme by viewing the **Wallet Balance** for every individual wallet in the system.

<Frame>
  <img alt="Wallet management view" />
</Frame>

***

## Taxation reports

### Rewarding taxation report

This report simplifies tax compliance related to rewards. It includes:

* User
* Total points received
* Total received currency value
* Currency rewarded in
* Source of points (e.g. Work Anniversary, Christmas, Special Awards)

This helps HR and finance calculate taxable benefits for payroll processing.

### Redeemed taxation report

This section appears under the **Redeemed** tab. It shows:

* Total taxable impact **only for redeemed rewards**, ensuring compliance for countries that tax only actual benefits received.

If no redemptions exist, the report shows *"No results were returned for this query."*

<Frame>
  <img alt="Redeemed taxation report" />
</Frame>

<Note>
  **How to use this data**

  **For HR**

  * Track which teams redeem more often
  * Identify users who haven't redeemed points
  * Improve communication for low-redemption groups

  **For Finance**

  * Understand redemption liabilities
  * Reconcile payments against redemption wallet balance
  * Download taxation reports for payroll processing

  **For Admins**

  * Monitor wallet depletion
  * Estimate upcoming funding needs
  * Evaluate catalogue/menu performance
</Note>

***

## FAQs

<AccordionGroup>
  <Accordion title="Can the platform report on multi-currency usage?">
    Yes. Reward reports capture the value of redemptions in the applicable local or configured currency, enabling precise tracking of reward costs and budgets across regions. The platform supports base and local currency views, dual currency reporting, and flexible export options.
  </Accordion>

  <Accordion title="What is the difference between the rewarding and redeemed taxation reports?">
    The **rewarding taxation report** covers all points received by employees regardless of whether they have been redeemed — useful in countries that tax rewards at the point of receipt. The **redeemed taxation report** covers only points that have been exchanged for rewards — useful in countries that tax only at the point of redemption.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Reports" href="/admin/reports/overview">
    Overview of all report types available in Empuls.
  </Card>

  <Card title="Budget report" href="/admin/reports/budget-report">
    See how recognition budgets are allocated and spent.
  </Card>

  <Card title="Redeem points" href="/employees/redemption/redeem-points">
    The employee-side experience for redeeming reward points.
  </Card>

  <Card title="Budgets" href="/admin/finance/budgets">
    Configure redemption wallets and reward budgets.
  </Card>
</CardGroup>


# Privacy information notice — CGI Celebrate
Source: https://help-empuls.xoxoday.com/admin/resources/cgi-privacy-notice

Privacy information notice for the CGI Celebrate Rewards and Recognition Platform.

<Frame>
  <img alt="CGI logo" />
</Frame>

## Introduction

This privacy information notice ("Privacy Information Notice") informs CGI members ("You" and "Your") on how and why Your Personal Data is collected & processed as part of the APAC's Rewards and Recognition Program.

## Which personal data does CGI process and for what purposes?

CGI will process the following personal data:

* Full name
* Email address
* Birth day and month of birth (no year included)
* Work anniversary date

**Purpose of processing:** Your personal data is collected and processed for CGI's Rewards and Recognition Program.

## What is the legal basis that CGI relies upon for processing your personal data?

CGI relies on your consent to process and internally publish your personal data in the Celebrate tool.

## How and with whom is your personal data shared?

Your personal data, as explained in the section above, will be processed by the Global Business Services (GBS) team.

## Data security

CGI applies risk-appropriate technical and organizational security measures to protect your data from unauthorized access, unauthorized modification, damage, loss, and misuse. Where contracted third-party suppliers provide services to CGI that involve processing personal data, they are required by the terms of the contract to meet or exceed CGI's own security standards.

For detailed information on how your data is managed, please refer to the [Xoxoday privacy policy](https://www.xoxoday.com/privacy-policy).

## How long does CGI retain your personal data?

CGI is committed to keeping your personal data for no longer than what is strictly necessary for the purpose for which it is collected and processed. Your data will be deleted or archived as per CGI's Records Retention Policy and Records Retention Procedures.

## What are your rights in relation to your personal data?

Subject to applicable law, you have the right to request access to, rectification, erasure, and portability of your personal data. You may also exercise [your right to be forgotten](https://help.empuls.io/en/articles/10615582-empuls-terms-and-conditions-right-to-be-forgotten).

If you wish not to participate in the Celebrate tool, CGI will take all reasonable measures to address your request to exercise any of these rights.

When addressing such a request, you should make sure to identify yourself expressly by providing a copy of a valid CGI member ID card and a government-issued ID card. CGI will not be able to address any requests made without due identification.

Subject to the above conditions, CGI will endeavor to address your request in due course.

If you wish to exercise these rights and/or obtain all relevant information in relation to the processing of your personal data, please raise a ticket via HRSC. You can freely withdraw your consent at any time by using the contact details mentioned above. In that case, all processing operations that were based on your consent and took place before the withdrawal remain valid. Alternatively, for grievances on such matters, you may write to the Data Privacy Officer at [dpo.ph@cgi.com](mailto:dpo.ph@cgi.com).

***

*I give my consent to CGI to process my personal data in accordance with the purpose provided above.*


# Empuls roadmap 2025
Source: https://help-empuls.xoxoday.com/admin/resources/empuls-roadmap-2025

See the features and improvements Empuls shipped and planned across 2025, from recognition to reporting.

Employee engagement is constantly evolving, and so is Empuls. Our roadmap is designed to enhance the platform with new features, improved user experience, and better integrations, ensuring organizations can effortlessly drive meaningful engagement.

## View the product roadmap

<Frame>
  <img alt="Empuls 2025 product roadmap" />
</Frame>

## Looking forward

Empuls remains committed to building a thriving workplace. This roadmap reflects our dedication to continuous improvement and innovation in employee engagement.

<Info>
  **Request another feature**

  We add features to our roadmap based on shared customer feedback. You can share your ideas at [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Empuls roadmap 2026
Source: https://help-empuls.xoxoday.com/admin/resources/empuls-roadmap-2026

See the features and improvements planned for Empuls across 2026, including upcoming AI and reporting updates.

Employee engagement is constantly evolving, and so is Empuls. Our roadmap is designed to enhance the platform with new features, improved user experience, and better integrations, ensuring organizations can effortlessly drive meaningful engagement.

## View the product roadmap

[Open the live roadmap in Jira Discovery →](https://giftxoxo.atlassian.net/jira/discovery/share/views/7c566ad1-b4fc-4a05-a6e2-7db5c518607a)

<Frame>
  <img alt="Empuls 2026 product roadmap" />
</Frame>

## Looking forward

Empuls remains committed to building a thriving workplace. This roadmap reflects our dedication to continuous improvement and innovation in employee engagement.

<Info>
  **Request another feature**

  We add features to our roadmap based on shared customer feedback. You can share your ideas at [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# My profile
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/account-setting/my-profile

View and manage your own profile details inside Empuls’s sales incentive module. This guide walks through the setup step by step.

The **My Profile** section on the Web Application allows a user to view their personal information and edit profile picture.

* To access the **My Profile** section, click on the top right corner of the dashboard.

<Frame>
  <img alt="My Profile menu accessed from the top-right dashboard avatar" />
</Frame>

* This gives an overview of points available to redeem and recent achievements.
* You can optimize it to have more details about plans, activity scores and more.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Settings
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/account-setting/settings

Manage dashboard and account settings for Empuls’s sales incentive software. It’s part of Empuls’s broader admin toolkit.

## Overview

**Step 1:** Navigate to Settings on the right side of the dashboard.

<Frame>
  <img alt="Settings option in the right-side navigation of the dashboard" />
</Frame>

In the Settings tab, you can customise the following details.

## General Info

<Frame>
  <img alt="General Info section with editable company sign-up details" />
</Frame>

**Note:** If an admin wishes to update the details entered during sign-up later, they can edit the information.

## 2. Branding Customization

Make the portal completely branded to your company's brand guidelines. You can edit the following:

**Desktop Customization**

* Page Logo
* Login page background
* Favicon
* Custom URLs

<Frame>
  <img alt="Desktop branding customization options for logo, background, and favicon" />
</Frame>

You can also change the entire theme, including the platform's favicon.

<Frame>
  <img alt="Theme and favicon customization panel for the platform" />
</Frame>

**Mobile App Customization:** Click on **Edit Mobile Branding. T**his allows for updating:

* Splash Screen
* Banner
* Links
* Theme Selection

<Frame>
  <img alt="Edit Mobile Branding screen with splash, banner, links, and theme options" />
</Frame>

<Frame>
  <img alt="Mobile app theme selection preview within branding settings" />
</Frame>

## 3. Rewards

You can set the reward option in three formats: Points, Score, and Badges.

* **Points:** They are the incentive amounts the user receives for completing milestones in an IC plan.

<Frame>
  <img alt="Points reward configuration in the Rewards settings tab" />
</Frame>

* **Scores:** Scores can be used to display the various KPIs to the user, which will enhance the user's performance if he keeps looking at them.

<Frame>
  <img alt="Scores configuration for displaying KPIs to users" />
</Frame>

* **Badges:** These badges can be custom-made as GIFs and uploaded for eligible users. When the user logs in to the app, they will be able to see their badge as of that day.

<Frame>
  <img alt="Badges configuration screen for uploading custom GIF badges" />
</Frame>

## 4. Activity Leaderboard

You can set reward criteria for different aspects to reward the users.

<Frame>
  <img alt="Activity Leaderboard settings for defining reward criteria" />
</Frame>

## 5. Repository

Add relevant documents that the reps can use.

<Frame>
  <img alt="Repository section to upload documents for sales reps" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Documents
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/communication/documents

Share plan-related documents with your sales team directly inside Empuls’s sales incentive module. It’s part of Empuls’s broader admin toolkit.

Admins can add documents of any type including PDFs, Excel, or Docs relevant to the incentive compensation or sales commission structure and other details.

**Go to Settings > Select Repository > Add Repository**

<Frame>
  <img alt="Add Repository option under Settings to upload IC plan documents" />
</Frame>

## Editing or deleting a file

Click the **three-dot menu** in the Action column next to any file. You will see two options:

* **Edit File** — update the file or its display settings
* **Delete** — remove the file from the Repository. A confirmation prompt will appear asking *"Are you sure you want to delete?"* Click **Yes, delete** to confirm or **Cancel** to go back.

**Note:** Deletion cannot be undone. Make sure you no longer need the file before removing it.

<Frame>
  <img alt="Three-dot Action menu with Edit File and Delete options on a document" />
</Frame>

<Frame>
  <img alt="Edit File dialog for updating a repository document's details" />
</Frame>

<Frame>
  <img alt="Delete confirmation prompt asking to confirm document removal" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com)
</Info>


# Groups
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/communication/groups

Use communication groups to keep sales teams aligned on incentive plan updates. It’s part of Empuls’s broader admin toolkit.

**Quick explainer video:**

[https://app.supademo.com/demo/clyct5vmk0ky9thf7qsqjpvwt?preview=true](https://app.supademo.com/demo/clyct5vmk0ky9thf7qsqjpvwt?preview=true)

## Using groups

Groups help replace long, scattered email threads and bring structured communication directly to your sales teams within the platform.

Creating groups allows admins to:

* Communicate updates to IC plan structures or calculation logic to specific user segments, ensuring clarity and alignment.
* Reduce disputes by running short, targeted surveys to gather feedback on incentive plans from the right audience.
* Organize users based on any parameter in your dataset—department, designation, geography, IC structure, territory, and more.

Users can interact with posts through likes, high-fives, and comments, helping teams stay engaged and informed.

## Townhall

Every admin account comes with a system-generated default group called Townhall, which includes all end users on the platform.
You can access this group by clicking the Groups tab in the left navigation panel.

<Frame>
  <img alt="Townhall default group in the Groups tab of the left navigation" />
</Frame>

## Creating and managing a Group

To create a new group:

<Steps>
  <Step title="Click the + Add New Group button">
    Click the **+ Add New** Group button on the top right under the **My Groups** tab.

    (Please note that this option is only available to admins)
  </Step>

  <Step title="Fill in the group details, including">
    Fill in the **group details**, including the **display picture, name, description, and membership restrictions.**

    <Frame>
      <img alt="Add New Group form with display picture, name, description, and membership fields" />
    </Frame>
  </Step>
</Steps>

## Add members

You can manually add more members to the group by clicking on the blue **+add people** icon next to the three dots on the group card.

<Frame>
  <img alt="Add people icon on a group card for manually inviting members" />
</Frame>

## Edit Group Details

You can edit the existing group details, including name, permissions, or its members.

<Frame>
  <img alt="Edit group details panel with name, permissions, and member controls" />
</Frame>

## Member Permissions

This option, as an admin, allows you to control the actions the end user in the group can take at two levels: Access and Nature of Conversations, as shown in the screenshot below.

* Click on the pen icon and then click "**Member Permission**".

<Frame>
  <img alt="Pen icon and Member Permission option in group edit menu" />
</Frame>

* Manage either the **Access Permissions or Nature of conversations** by clicking on the pen icon next to each.

<Frame>
  <img alt="Access Permissions and Nature of Conversations edit icons" />
</Frame>

* Check or uncheck the boxes based on the business requirements. Once done, click on "**Save Changes**".

<Frame>
  <img alt="Permission checkboxes with Save Changes button for group settings" />
</Frame>

* The screenshots below showcase all the options for restricting or enabling permissions for various types of end users, including admins, members, and non-members.

<Frame>
  <img alt="Permission options for admins, members, and non-members in group settings" />
</Frame>

## Content Settings

You can automate messages to highlight employees celebrating special occasions, including birthdays, work anniversaries, leaderboard winners, etc.

<Frame>
  <img alt="Content Settings for automating birthday, anniversary, and leaderboard messages" />
</Frame>

## Deleting a group

To delete a group, follow these steps

* Remove all the members of the group.
* Leave the group as the admin.
* This will then auto-delete the group.

<Frame>
  <img alt="Leave Group action that auto-deletes a group after members are removed" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Notifications
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/communication/notifications

Keep sales reps informed of plan changes with configurable incentive notifications. Built to save HR and admin teams time.

Notifications on the platform are system-generated messages sent to the end users, which are used to drive expected user behavior in the form of tasks, reminders, appreciation, etc.

These notifications help the organization to keep their workforce on incentive structures on their heels in terms of task completion or fast approaching deadlines.

## Notification Channels

There are two channels by which users get notifications, namely:

1. **Push notifications** - Notifications received on the mobile app and web app. You can view the push notifications on the web app by clicking the bell icon on the top right corner.

<Frame>
  <img alt="Push notifications opened via bell icon in the web app top-right corner" />
</Frame>

* You can view the push notifications on the mobile app by clicking the bell icon on the top right corner.

<Frame>
  <img alt="Mobile app push notifications opened via top-right bell icon" />
</Frame>

**2. Email notifications** - Notifications received on the registered email IDs. As an admin, you can create email notification workflows for users based on different criteria, such as milestone completion, deal deadlines, etc.

<Frame>
  <img alt="Sample email notification triggered by a milestone or deadline workflow" />
</Frame>

* **SMS notifications** - Notifications received on the registered mobile number for purposes including OTP, verification, and redemption.

<Frame>
  <img alt="Sample SMS notification for OTP, verification, or redemption" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Add a widget to your dashboard
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/dashboard/add-a-widget-to-your-dashboard

Add and arrange widgets on your Empuls sales incentive dashboard to track what matters. This guide walks through the setup step by step.

Widgets help you track metrics, rewards, or scores directly from your sales incentive dashboard.

​**Follow these steps to add and manage a widget.**

## Step 1: Navigate to the Dashboard

* Go to **Dashboards** in the main menu.
* Click **Add a Widget**.

<Frame>
  <img alt="Add a Widget button on the Dashboards main menu" />
</Frame>

## Step 2: Set Up Your Report

* **Name Your Report** – Enter a clear, descriptive name.
* **Select the Type of Report** – Choose from the following options:

  ## 2.1 Plan vs Plan
* **Purpose:** Track performance (metrics, rewards, or scores) across multiple plans.
* **How to Set Up:**

  * Select the type of input to compare – **Metric**, **Score**, or **Point**.
  * For each, choose the specific metric, score, or point from the dropdown.
  * Select the date range using the **Calendar**.
  * Select the plans from the dropdown menu.
  * Click **Save**.

  <img alt="Plan vs Plan widget setup with input type, metric, date range, and plans" />
* **Editing/Deleting:**

  * Can be **edited** using the three-dot menu.
  * Can be **deleted** from the dashboard.

## 2.2 Plan Payout Trend

* **Purpose:** Track performance of a metric, reward, or score over time.
* **How to Set Up:**

  * Select the date range using the **Calendar**.
  * Select up to **three plans** from the dropdown menu.
  * Click **Save**.

  <img alt="Plan Payout Trend widget setup with calendar and up to three plans" />
* **Editing/Deleting:**

  * Can be **edited** using the three-dot menu.
  * Can be **deleted** from the dashboard.

  <img alt="Three-dot menu showing edit and delete options on a Plan Payout Trend widget" />

## 2.3 Performance Report

* **Purpose:** Track a plan’s performance report across plans.
* **How to Set Up:**

  * Select the plan from the dropdown menu.
  * Choose the positioning.
  * To add more performance reports, click **Add New** and repeat the process.
  * Click **Save**.

  <img alt="Performance Report widget setup with plan and positioning fields" />
* **Editing/Deleting:**

  * Can be **expanded** for advanced functionality using the three-dot menu.
  * **Cannot be deleted** from the dashboard.

  <img alt="Three-dot menu with Expand option on a Performance Report widget" />

## 2.4 Comparison

* **Purpose:** Compare two or more plans based on common metrics.

* **How to Set Up:**

  * **Group 1:**

    * Select the date range using the **Calendar**.
    * Select up to **10 plans** from the dropdown menu.
  * **Group 2:**

    * Repeat the above steps for the second group.
  * Add the metrics you want to compare (up to **5 metrics**).

    * Make sure both groups share the same metrics.
  * Click **Save**.

* **Editing/Deleting:**

  * Can be **edited** using the three-dot menu.
  * Can be **deleted** from the dashboard.

* You can choose to make the widget visible to **Managers** or **Users**.

<Frame>
  <img alt="Widget visibility toggle for Managers or Users" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Dashboard
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/dashboard/dashboard

Get an overview of the widgets and metrics available on the sales incentive dashboard. Built to save HR and admin teams time.

## **Overview**

The dashboard provides administrators with a unified view of all key program metrics, user activity, and plan performance. Each widget is fully customizable to match your organization’s incentive structure, enabling you to monitor engagement, track payouts, evaluate ROI, and analyze sales trends in real time.

Once your account is onboarded, the dashboard will be tailored to your specific plan requirements. If you need access to additional insights or custom elements, our tech team can quickly enable them for you.
​

[Video - Dashboard Overview](https://app.supademo.com/demo/clyidgqfw00qvphh0nf1xy159?preview=true)

If you need visibility into certain plan elements, you can contact our tech team, and they'll set it up for you quickly.

<Frame>
  <img alt="Sales incentive admin dashboard overview with key program widgets" />
</Frame>

## Dashboard Widgets Overview

1. ## User Access

This widget shows how many users have visited the web or mobile app within a selected timeframe. It helps you track user engagement and understand the overall reach of your incentive program.

<Frame>
  <img alt="User Access widget showing web and mobile app visit counts" />
</Frame>

## 2. Quick Actions

Quick Actions allow you to easily navigate essential features —such as approval payouts, user management, group creation, and more.
You can customize the available actions based on the needs of each plan.

<Frame>
  <img alt="Quick Actions widget with shortcuts for payouts, users, and groups" />
</Frame>

## 3. Users and Quota

The **Users** section displays who has achieved at least one milestone (*Eligible*) and who has not achieved any (*Not Eligible*).
The **Quota** section shows the overall quota achievement for each user.

<Frame>
  <img alt="Users and Quota widget showing eligibility and quota achievement" />
</Frame>

## 4. Earnings

This view summarizes total user earnings, along with payouts that are pending approval or require rejection based on plan rules.

**Quick explainer video:**

[https://app.supademo.com/demo/clyctc6ry0l0xthf76rd95zyo?preview=true](https://app.supademo.com/demo/clyctc6ry0l0xthf76rd95zyo?preview=true)
​

<Frame>
  <img alt="Earnings widget summarising total payouts and approval status" />
</Frame>

## 5. Performance report

It provides a snapshot of users' performance across plans. You can customize it according to your needs, such as whether you want to see the performance of a particular plan or a specific set of users.

<Frame>
  <img alt="Performance Report widget showing user performance across plans" />
</Frame>

## 6. Metric vs Plans

This widget gives administrators a clearer understanding of plan ROI by comparing performance across selected KPIs.
It offers a comprehensive view of how different plans are performing relative to each other. You can tailor the comparison by selecting specific plans or metrics.

<Frame>
  <img alt="Metric vs Plans widget comparing KPI performance across plans" />
</Frame>

## 7. Plan payout trends

This view highlights how payouts are being distributed—monthly, quarterly, or yearly.
It also flags unusual trends so you can stay proactive and maintain payout accuracy.

<Frame>
  <img alt="Plan payout trends widget visualising monthly, quarterly, and yearly payouts" />
</Frame>

## 8. Investment vs Revenue Generation

Understand your ROI by comparing your organization’s incentive or commission spend (plan budgets) with the revenue generated by your sales teams.

<Frame>
  <img alt="Investment vs Revenue Generation widget comparing spend with revenue" />
</Frame>

## 9. Product Sales Trends

This widget highlights patterns and shifts in product performance over time.
These insights help you evaluate which products are gaining momentum, which need attention, and how product demand may impact sales incentives.

<Frame>
  <img alt="Product Sales Trends widget showing product performance over time" />
</Frame>

## 10. Leaderboard

Leaderboards rank sales reps based on performance metrics such as revenue, sales volume, or product-specific achievements.

They promote healthy competition, motivate sales teams to improve performance, and reinforce strategic selling behaviors aligned with organizational goals.

## 11. ASC 606 Compilation

Our implementation team will ensure that all of your sales commissions or incentive plans are fully compliant with respect to regulations including ASC 606, IFRS 15 and others.

<Frame>
  <img alt="ASC 606 compliance widget tracking sales commission accounting" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Connections
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/data-integrations/connections

Set up and manage data source connections that feed your sales incentive plans. No coding required for most teams.

[Explainer Video - Connections](https://app.supademo.com/demo/cly4147yq0ba0mb30d0tbeijc?preview=true)

## Why do we need the feature?

Clients will typically have data from different sources, such as event data, which contains a record of all the transactions/achievements, and user data, which contains all the details of the users, like their employee IDs, names, supervisor names, and other related fields.

To configure metrics/programs for the incentive calculation, we need a single table/view containing all data from different dependent sources in one view, preferably with a unique identifier that sets these apart from each other.

This is where connections come into play. They help us link different kinds of data sources, enabling us to create and perform several logical calculations on top of them in the form of metrics and consecutive program tasks.

Compass provides three kinds of connections (left, inner and full outer), encompassing almost all use cases ranging from simple to most complex.

Below is a basic pictorial representation of all the joins for ease of understanding:

<Frame>
  <img alt="Venn diagrams illustrating left, inner, and full outer join types" />
</Frame>

## Explore how to do different types of connections

Select **Data and Integrations** from the options on the side left and switch to the **Connections** tab.

<Frame>
  <img alt="Connections tab opened from the Data and Integrations menu" />
</Frame>

From here, we can:

* List already existing Connections

<Frame>
  <img alt="List of existing data source connections in the Connections tab" />
</Frame>

By Clicking on 3 Dots next to a connection:

1. **View Data:** To view the data in the connection
2. **View Configuration:** To view the connection details
3. **Archive Connection:** Archive the connection that no longer is needed
4. **Pin Connection:** Pin the connection to the screen

<Frame>
  <img alt="Three-dot menu with View Data, View Configuration, Archive, and Pin options" />
</Frame>

## Create New Connection (Join)

To create a new connection or a view, one can join two data sources, where the data source can be an already active connection.

* To do a left join,
* Click on the left join.
* Select the 2 data sources from the drop-down list of existing data sources.

Select the common field between 2 data sources on which the join should be made (e.g. partner code). There is also an option to add additional fields to join.

<Frame>
  <img alt="Left join setup selecting two data sources and a common field" />
</Frame>

* Click **Save**, to save the connection and name the connection.
* To edit the saved connection, click on the pencil icon.

More joins can be added to the same connection; to add that, click on **Add New Join** and repeat the previous steps.

Then click on **Create Connection**, which will make the connection and will be present in All Connections view.

*To understand more about joins and how they can best incorporate your use cases, please refer to [this](https://docs.google.com/presentation/d/1XByuYnuZcnwwMmm4NII8WhQZNkyp7AzUqRHJGsWZVAA/edit?usp=sharing).*

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Manage users
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/data-integrations/manage-users

Add, update, or remove user accounts inside Empuls’s sales incentive module. Built to save HR and admin teams time.

The User Management module helps you add, edit, organize, and control user access. It also allows you to manage approval workflows and user roles from one place.

## Step 1: Navigate to User Management

* Log in to the platform
* Click on **Users**

<Frame>
  <img alt="Users option in the User Management navigation" />
</Frame>

## Step 2: Add Users

You can add users in two ways:

## Option A: Add Manually

* Click on **Add User**.
* Fill in user details like first name, phone number, work email, etc.
* Click **Save**.

<Frame>
  <img alt="Add User button in the Users page toolbar" />
</Frame>

<Frame>
  <img alt="Add User form with first name, phone, and work email fields" />
</Frame>

## Option B: Bulk Upload (CSV)

* Click on **Add User**.
* Select **Upload CSV**.
* Download the sample CSV template if needed.
* Fill in the user details in the CSV file.
* Upload the file to add multiple users at once.

<Frame>
  <img alt="Add User button used to start a CSV bulk upload" />
</Frame>

<Frame>
  <img alt="Upload CSV dialog with sample template download and file upload" />
</Frame>

**Tip:** You can also create a new user type during the CSV upload process.

## Step 3: View User Groups

* In the Users section, use the dropdown menu to select a user group.
* Once selected, the list of users in that group will be displayed below.

<Frame>
  <img alt="User group dropdown filtering the Users list by selected group" />
</Frame>

## Step 4: Edit User Details

* Click on a specific user name from the list.

* You’ll be taken to the **User Details** page.

* You can:

* Update **first name**, **phone number**, or **work email**.

* **Partner code** cannot be edited.

* Change **Access Role** using the dropdown.

* Select **Supervisor** and add other details as needed.

* Use the **status toggle** at the bottom to mark the user as **Active** or **Inactive**.

* Click **Update** to save changes.

<Frame>
  <img alt="User Details page with editable fields, role dropdown, and status toggle" />
</Frame>

## Step 5: Set Public Attributes

Public attributes are extra information visible to everyone about a user (on both Web and Mobile).

* On the User Details page, click **Public Attributes** at the top right.

<Frame>
  <img alt="Public Attributes button at top right of the User Details page" />
</Frame>

* Select the attributes you want to display.
* Mark one attribute as Primary — this will be shown on both Web and Mobile.
* Click **Update** to save.

<Frame>
  <img alt="Public Attributes panel selecting attributes and marking one as primary" />
</Frame>

## Step 6: Manage User Workflows and Roles

* Go to **Manage Users**.

* Click **Settings** at the top right corner.

* You’ll find two sections:

* **User Approval Workflows**

* **User Roles**

### 6.1 User Approval Workflows

Approval workflows define **who approves what** and can be **mapped to plans** later.

* Click Manage Users

<Frame>
  <img alt="Manage Users settings entry point for workflows and roles" />
</Frame>

* Click on **Add User Approval Workflow**

<Frame>
  <img alt="Add User Approval Workflow button in workflow settings" />
</Frame>

* Click **Add New Workflow** or **Edit** an existing one.

<Frame>
  <img alt="Add New Workflow and Edit options for approval workflows" />
</Frame>

* Enter the **workflow name**.
* Add approvers (you can add multiple approvers by clicking the **“+” icon**).

<Frame>
  <img alt="Workflow form with name field and approvers added via plus icon" />
</Frame>

* Save the workflow.

You can reuse these workflows for different plans.

### 6.2 User Roles

As a **Super Admin**, you can control what Admins and Managers can access or edit.

### How to Assign Roles

* Go to **User Roles**.

* Toggle permissions **ON/OFF** for each module:

* **Earnings**

* **Groups**

* **Users**

* **Data & Integrations**

* **Transactions**

* You can specify:

* Who can **view**, **edit**, or **revoke** earnings.

* Who can **create groups**.

* Who can **add/edit users**.

* Who can **edit data sources**.

* Who can **view or download transactions**.

<img alt="User Roles settings with toggles for Earnings, Groups, Users, and Data modules" />

Example:

* Admin can revoke earnings for users reporting to them.
* Managers can view transactions but not download them.
* Only Admins can edit data sources.

**Tip:** Keep permissions limited to ensure better control and security.

## Summary of Key Actions

|                  |                                          |                                                  |
| ---------------- | ---------------------------------------- | ------------------------------------------------ |
| **Action**       | **Where to Find**                        | **What You Can Do**                              |
| Add Users        | Data & Integrations → Users              | Add manually or upload via CSV                   |
| Edit Users       | User Details Page                        | Update details, roles, status, public attributes |
| Manage Workflows | Manage Users → Settings → User Workflows | Create or edit approval workflows                |
| Manage Roles     | Manage Users → Settings → User Roles     | Control access for Admins and Managers           |
| View User Groups | Users Page                               | Use dropdown to see group-wise user lists        |

***

**Best Practices:**

* Keep workflows clear and descriptive for easy mapping.
* Assign roles carefully to avoid accidental access.
* Use bulk upload for faster onboarding of large teams.
* Set a primary public attribute for easy user identification.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Managing data sources
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/data-integrations/managing-data-sources

Configure and maintain the data sources that power sales incentive calculations. Built to save HR and admin teams time.

The Data Sources section is the control center for all external data connected to the sales incentive module. Admins can add, manage, and update the data sources that power metrics, plans, and performance calculations.

Go to **Data & Integrations** in the left navigation panel, then click the **Data Sources** tab.

The table shows all connected data sources with the number of **Records** synced and the **Last Updated On** timestamp.

## Adding a data source

* Click **Add Datasource** in the top right corner.

* The Add Datasources page will open showing two sections:

* **Connected** — data sources already linked to your account (e.g. CSV Upload, Webhook, Derived). Click the **+** icon on any connected source to add another instance of it.

* **Add a New Datasource** — available integrations including Close.io, Google Sheet, Hubspot, LeadSquared, Salesforce, Zoho Books, and Zoho CRM.

* Click on the data source you want to connect and follow the prompts specific to that integration.

**For instance, For Google Sheets**, an important checklist will appear before authorisation. Ensure the following before proceeding:

* Required data is in the **first tab** of the Google Sheet — all other tabs will be ignored
* **Row 1 contains field headers**
* The sheet has **no blank rows or columns**

Click **Authorise in Google Sheet** to be redirected to Google to sign in and grant Compass access to your data. Click **Cancel** to go back.

## Viewing an existing data source

Click the **three-dot menu** next to any data source in the list and select **View details** to open a detailed view of that source.

Inside a data source (for example, a CSV source), you will see a list of all **Objects** — the individual datasets uploaded under that source — along with the number of records and the last updated timestamp. Use the search bar to find a specific object.

<Frame>
  <img alt="Data source detail view listing objects with record counts and timestamps" />
</Frame>

## Managing objects within a data source

Click the **three-dot menu** next to any object to access the following actions:

|                        |                                                                                  |
| ---------------------- | -------------------------------------------------------------------------------- |
| Action                 | Description                                                                      |
| **View Data**          | Preview the records within that object                                           |
| **Edit Template**      | Modify the data template or field mappings for the object                        |
| **Delete**             | Permanently remove the object and its data                                       |
| **Convert to Webhook** | Convert a CSV-based object to a Webhook data source for real-time data ingestion |

***

**Note:** Deleting a data source object is permanent and cannot be undone. Ensure the data is no longer in use before removing it.

<Info>
  Need help? Reach out to your support team or email [cs@xoxoday.com](mailto:cs@xoxoday.com)
</Info>


# Users
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/data-integrations/users

Manage user-level data, including enabling, disabling, and downloading records. Admins can configure this from the Empuls control panel.

**Quick explainer video about users:** [https://app.supademo.com/demo/cly2ufmja01f5mb30ya0gijz3?preview=true](https://app.supademo.com/demo/cly2ufmja01f5mb30ya0gijz3?preview=true)

The “Users” section is used to upload the User database in the system. This includes the entire user universe, i.e., the end users, the Partner Users, and the Partner Admins. This covers both Web and Mobile App Users.

* The users must be assigned a unique ID called the Partner Code. This code must remain constant for a user, as it denotes the user's account in the system. It is the “ID Card” of a user. Using this unique ID is how the system will recognize a user.
* All users who have to be considered for incentives must be uploaded to the system without redundancies.
* A user must also have a unique login ID—a phone number, an email address, or both.

## Let's explore the nuances while uploading user data

<Frame>
  <img alt="Users tab in Data and Integrations for uploading the user database" />
</Frame>

## Data Formatting

As in any system, some rules must be followed when uploading a user dataset.

**The user's data must mandatorily have the following fields**

* Unique ID ( Partner Code ) for each user
* Email ID / Phone number
* Access role name defines the level of access you want to give the user.

  * **Brand Super Admin** - This is the highest user level in the system and has all rights to view, modify and create metrics, programs, connections, etc.
  * **Brand Admin -** Admin within the company who does not need to be given all the rights but is given the rights to access the following tabs - Dashboard, Programs, Incentives, Reports, Logs and Groups.
  * **Partner Admin -** User who is to be given the above rights but is not within the company
  * **Brand User -** An end user within the company. Will not have only viewing rights
  * **Partner User -** An end user not within the company. Will only have viewing rights.
  * **Supervisor** - The mail ID of the supervisor( must also be uploaded to the system). If one doesn’t want to assign a specific supervisor, a default supervisor or a Brand Super Admin can be assigned to all of them.

Other fields that are not mandatory but are usually included are Name, Designation, Area, Employee type, Department, DOJ, etc.

In Excel, all numerical values to be used for calculating incentives or any other arithmetic operations must be set to numerical.

All dates must be in the DD-MM-YYYY format and should be set to a custom format in Excel.

User data files to be uploaded must be uploaded in the “.csv” format.

## Multiple User Templates

You may not want to upload all fields in the user data for some users, such as Brand Super Admins. One can upload users in another “format” or “template” in such a case.

To do this, go to **Data & Integrations > Add Users > Create New User Type.**

<Frame>
  <img alt="Create New User Type option in the Add Users menu" />
</Frame>

This different format will be accessible as a drop-down list at the top left corner of the Users tab. Custom names can be given to the different templates to facilitate recognition.

It is important to note that all the active users across all the templates will be considered for the programs for which they are eligible.

If the user template changes, i.e., if columns are added, one may need to contact the Xoxoday tech team to update the relevant views.

## User Upload Process

**Users can be added in 2 ways - Manually or upload via CSV file.**

**Option 1: Manual Upload:**

* A user can be uploaded by entering their details in the various boxes according to the template.
* Click on the "Add Users" icon on the top right corner of the Users management page.

<Frame>
  <img alt="Add Users button in the top right of the Users management page" />
</Frame>

* This opens the option to manually add a new user.
* The admin can now add individual users' details such as name, supervisor, access role name, partner code, email, phone, etc.

<Frame>
  <img alt="Manual Add User form with name, supervisor, role, code, and contact fields" />
</Frame>

* Once done, click "**Add User**" to add the user's details to the data.

**Option 2:** **Bulk Upload using CSV**

* To **bulk upload** users/ or **upload via CSV file** make sure all the formatting steps are done as mentioned in this section.

* Navigate to "**Add Users**" and select **Import with CSV.**

* Ensure the file to be uploaded is in the same template format as the one set for that user type. Select the file and click "**Next".**

<Frame>
  <img alt="Import with CSV step selecting a file matching the user template" />
</Frame>

* Check the next page, which shows the top 3 entities in the dataset.
* Ensure there are no mapping issues and that the data has been mapped to the correct columns per the template.
* Click "**Save**" to start uploading.

As soon as the user uploads a file in a corresponding user template, a corresponding record is added at the top of the Logs page/table stating the status of the upload as ‘Processing’ under Records created (please see screenshot below for reference):

<Frame>
  <img alt="CSV mapping preview showing top three entries before upload" />
</Frame>

<Frame>
  <img alt="Logs table entry showing Processing status during a user upload" />
</Frame>

A successful upload is indicated by the expected number of records under ‘Records Created’ and zero under ‘Records Skipped’.

<Frame>
  <img alt="Successful upload log with Records Created count and zero skipped" />
</Frame>

The number of record(s) that fail to upload can be viewed under the ‘Records Skipped’ column. By downloading the CSV file by clicking on the download button next to this number, we can view these records and the reason for the failure as the error message in the last column of the downloaded CSV.

The expectation/next step is to fix these errors and reupload the file for the complete data upload.

For a list of usual errors and how to sort them, click [here.](https://docs.google.com/document/d/1AE7G1pnQ9UdjrRM9i0C0hy1RRWOXWjV2a85_osUwmS8/edit?usp=sharing)

## User Download Process

The entire user base can be downloaded from the system.

* Go to **Users > Click on Download.**

<Frame>
  <img alt="Download button on the Users page to export the user base as CSV" />
</Frame>

* The users will be downloaded in CSV format using the same template structure that is uploaded. The file will have an additional column called Status, showing whether a user is Active or disabled.

* If the user base is too large to download directly, the file will be sent to the email of the account that is logged in.

## Active and Disabled Users

A user can be set as “Active” or “Disabled”. Active users will be considered for the relevant programs and will be eligible for incentives.

This includes all users from all the templates/user types created. In case a user leaves the company or is terminated, or the company decides they are no longer to be considered for incentives due to certain reasons, one can disable the user.

In such a scenario, the user will not be included in the incentive programs set up and will be eligible to receive incentives.

## **To disable a user, there are two ways -**

* **Manual Disabling**—Simply go to the user section and search for the user you want to disable. Click on the user to open the detailed view, scroll to the bottom, and click on disable to disable the user.

* **Bulk Disabling** - Just like uploading users, disabled users can also be uploaded with the updated status. Add a column called Status at the end and put the word “disabled” in all the entries to disable. Map it with the “Status” field of the template.

**Note:** An inactive user will appear greyed out in the system.

## Search and Filter

* The search function searches for an entry with a keyword directly without downloading the user dataset. Search can be done based on the keyword of any column, with no restrictions.

<Frame>
  <img alt="Search bar on the Users page for finding entries by any column" />
</Frame>

* The filter function is located next to the search icon at the top right of the dataset. It is used to filter out certain entries based on specific parameters.

**Values can be selected for three parameters -**

* Access Role Name
* Supervisor
* Status

You can download this specific filtered dataset.

## Public Attributes

* Public Attributes are a set of details that an admin can enable, allowing everyone to view those details about a user. They can be set from the top right corner, next to the upload button.

<Frame>
  <img alt="Public Attributes button next to the upload icon on the Users page" />
</Frame>

<Frame>
  <img alt="Public Attributes checkboxes selecting fields visible on leaderboard" />
</Frame>

* The checkbox allows one to select which details about a user to display publicly. These details, such as the leaderboard, will be displayed to everyone. Whatever Public Attributes are checked will be displayed on the leaderboard for everyone to see.

* The attribute marked with a star will be visible on mobile to distinguish between users and user groups. Admins can configure this by marking a public attribute to be displayed during mobile login for managers.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Communication FAQs
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/faq-admins/communication-faqs

Get quick answers about sales incentive communication on Empuls - setup steps, edge cases, and troubleshooting tips.

## **Notification and nudges**

<AccordionGroup>
  <Accordion title="Does Xoxoday ICM Tool support notifications and communication to employees and partners about incentive plans and schemes?">
    Yes, the Xoxoday ICM tool includes comprehensive notification and communication features. Administrators can send updates, marketing collaterals, and real-time alerts about incentive plans to both employees and partners, ensuring everyone stays informed.

    Additionally, the platform notifies users when they are nearing an earning slab, providing information on how much is left to reach the next slab. This feature encourages employees to maximize their earnings by offering them the opportunity to achieve higher targets.
  </Accordion>
</AccordionGroup>

## Communications

<AccordionGroup>
  <Accordion title="Can the platform support quarterly updates in multiple languages to run time-limited promotions?">
    Yes. The Xoxoday ICM tool supports multilingual program updates and localized campaign management, making it easy to run time-bound promotions such as double-point offers or product-specific incentives. Administrators can update the content quarterly in the required languages and use the built-in communication module and nudges to promote limited-time rewards across different geographies.
  </Accordion>

  <Accordion title="Can the platform verify deal eligibility, assign points, and notify participants?">
    Yes, the Xoxoday ICM tool is designed to handle end-to-end validation and notification workflows. It verifies claimed deals against set eligibility criteria, calculates corresponding points, updates participant profiles automatically, and sends real-time notifications confirming point credits. This ensures fairness, efficiency, and clear communication for all participants.
  </Accordion>
</AccordionGroup>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Getting started for admins - FAQs
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/faq-admins/getting-started-for-admins-faqs

Find answers to common questions about getting started with sales incentive administration on Empuls, covering setup, permissions, and troubleshooting.

## Overview

<AccordionGroup>
  <Accordion title="Does Xoxoday provide Incentive Compensation Management Software/Services? Please share the offering name/URL">
    Yes. Xoxoday offers Compass ([https://compass.xoxoday.com/](https://compass.xoxoday.com/?utm_source=chatgpt.com)), an Incentive Compensation Management (ICM) platform that automates commission and incentive payouts based on your business rules.

    Compass streamlines sales incentive management by eliminating manual effort and errors through:

    * Automated commission calculations
    * Workflow automation
    * Data integration & real-time synchronization
    * Notifications & reminders
    * Report automation

    By leveraging these capabilities, Compass ensures accurate, transparent, and efficient program management—freeing teams to focus on strategic decision-making and performance optimization.
  </Accordion>

  <Accordion title="How Xoxoday ICM Powers Your End-to-End SPIFF Program?">
    The Xoxoday ICM tool offers a fully customized setup for the SPIF program, enabling administrators to design tailored incentive structures, participant groups, milestones, and recurring schemes that align with the program’s goals.

    * The Xoxoday SPM solution simplifies deal registration through seamless integrations with CRMs like Salesforce and HubSpot, ensuring every deal is captured accurately via web or mobile interfaces for automated incentive tracking.
    * Participants can monitor their performance in real time through interactive dashboards, KPI scorecards, leaderboards, and earnings summaries—supported by nudges and visual progress indicators to keep them motivated and informed.
    * The Xoxoday’s sales compensation platform also provides a comprehensive global rewards catalog where participants can redeem their SPIFF points for digital and physical gift cards, merchandise, travel experiences, financial rewards, or charitable contributions.
    * Administrators can easily manage website content, update promotions, and customize communication templates to deliver timely program updates.
    * The Xoxoday SPM solution automates point calculations based on predefined program rules and business logic. Points are computed in real time for each eligible sale, milestone, or deal registration, ensuring transparency and accuracy.
  </Accordion>

  <Accordion title="What differentiates your company from other companies providing SPM Solution?">
    Xoxoday differentiates itself by offering a highly flexible, AI-powered Sales compensation and incentive management solution that extends beyond traditional supplier scorecards to influence supplier performance through automated incentives and real-time engagement actively.

    What sets the platform apart:

    * AI-Driven Optimization: The platform includes advanced features such as predictive analytics, plan effectiveness scoring, fraud detection, and real-time leaderboard forecasting to proactively manage supplier performance and mitigate risk.
    * Configurable Architecture: It enables complete customization of KPIs, approval workflows, exception handling, and performance tiers, without deep technical dependency.
    * Gamified Experience: The platform transforms supplier engagement with milestone tracking, nudges, KPI scorecards, and badge-based recognition, making performance management interactive and motivational.
    * Flexible Reward Payouts: Whether through bank transfers, gift cards, or merchandise, the platform supports multi-currency, multi-format reward disbursements across global suppliers.
    * Enterprise-Grade Compliance and Scale: The platform supports 50+ currencies, 100+ languages, and adheres to global standards like ISO 27001, SOC2, GDPR, and HIPAA.

    Unlike conventional SPM tools that focus only on monitoring, Xoxoday delivers a scalable and engaging approach to supplier performance management, driving both accountability and motivation at every level of the supplier network.
  </Accordion>

  <Accordion title="Does Xoxoday's sales commission management software enhance accuracy and efficiency in processing monthly commissions?">
    Yes. Xoxoday ICM tool significantly improves the accuracy and efficiency of monthly commission processing by automating core tasks and integrating with platforms like Salesforce, Oracle, and SAP to ensure real-time, reliable data.

    **Key capabilities include:**

    * Automated commission calculations based on assigned plans, reducing manual errors
    * Support for unique cases such as guaranteed payouts and temporary plan changes
    * Approval workflows for leaders and admins to review before release
    * Easy data export to Excel/ERP for payroll processing

    By automating these steps, Compass reduces administrative overhead, ensures compliance, and delivers accurate, transparent, and timely commission payouts every month.
  </Accordion>

  <Accordion title="Is the Xoxoday ICM software available for the healthcare industry?">
    Yes. Xoxoday ICM tool supports healthcare organizations by automating commission and incentive workflows for professionals such as GPs and surgeons. It simplifies complex processes like calculating, tracking, and disbursing incentives tied to patient care, referrals, and other services.

    Key benefits include:

    * Accuracy & transparency – minimizes manual errors, ensures timely and fair payouts, with real-time visibility into earnings.
    * Time & cost efficiency – reduces administrative load, enabling staff to focus on patient care.
    * Performance & motivation – links effort to income with customizable incentive programs.
    * Regulatory compliance – maintains audit trails and aligns with healthcare standards.
    * Flexibility & scalability – adapts to growing practices, complex structures, and models like value-based care.

    By streamlining financial operations, Compass helps healthcare providers improve trust, motivation, and ultimately, patient outcomes.
    ​
    Q. **What is Compass?**
    Xoxoday Compass helps transform incentive management and performance achievement via games, milestones, leaderboards, gamification, and real-time reporting.
  </Accordion>

  <Accordion title="What is Gamification?">
    Use of gaming concepts in non-game contexts to encourage participation and engagement.
  </Accordion>
</AccordionGroup>

## Dashboard

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM software provide visibility to transaction bonus totals and components for an individual’s direct reports?">
    Yes. The Xoxoday ICM software provides role-based dashboards for managers to view bonus details of their direct reports, including transactions, plan components, payout modifiers, and goal attainment for the relevant pay period. Supervisor tracking is automatically enabled based on hierarchy, while KPI scorecards, bonus calculators, and plan explainer widgets make the data transparent, easy to interpret, and motivating for teams.
  </Accordion>

  <Accordion title="Does the platform provide a single global view for management to review regional performance?">
    Yes. The Xoxoday SPM solution offers a centralized global dashboard where management can view, compare, and analyze performance metrics across all participating regions. This unified interface enables management teams to monitor global trends, assess partner performance, and make informed strategic decisions efficiently.
  </Accordion>
</AccordionGroup>

## Account Management

<AccordionGroup>
  <Accordion title="Does Xoxoday ICM software have the ability to create workflows for sales managers to make and change account assignments?">
    Yes. The Xoxoday ICM software allows sales managers to create and modify account assignment workflows directly within the platform. Changes are managed through plan recalculations and re-assignments, ensuring account distributions remain aligned with sales strategies. Workflows can be automated for quick adjustments and real-time tracking of assignments.
  </Accordion>

  <Accordion title="Does Xoxoday's SPM tool have the ability to create, distribute, and track signatures for plan documents digitally within the tool?">
    Yes. Through partner integrations, the Xoxoday ICM tool supports the creation, distribution, and tracking of digital signatures for plan documents. The platform manages the full document lifecycle from creation to signature collection and tracking, streamlining approvals and eliminating manual processes.
    ​​
  </Accordion>

  <Accordion title="Does Xoxoday's ICM tool have the ability to manage exception requests within the tool?">
    Yes. The Xoxoday ICM tool manages exception requests directly within the platform. Exceptions can be handled via predefined rules or manual adjustments during approval. Users can submit requests for review, while the system tracks, approves, and resolves them, ensuring efficient processing with full visibility and transparency.
  </Accordion>
</AccordionGroup>

## Settings and Role-based access

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM tool enable secure access to the system, limited to pre-identified individuals and assigned role(s)?">
    Yes. The Xoxoday ICM tool allows secure access for pre-identified individuals only, with permissions assigned based on roles. Role-based access controls (RBAC) ensure sensitive data and functions are restricted according to responsibilities, enhancing security and compliance.
  </Accordion>
</AccordionGroup>

## Engaged Activation

<AccordionGroup>
  <Accordion title="Does the Xoxoday ICM solution enable personalized progress tracking with gamified dashboards for each associate?">
    Yes. Xoxoday’s Sales Gamification software provides each associate with a personalized gamified dashboard to track real-time progress against KPIs. Features include progress bars, daily and weekly goal completion indicators, earnings estimators, and leaderboard positions. This interactive dashboard keeps employees engaged by making performance transparent, trackable, and rewarding.
    ​
  </Accordion>
</AccordionGroup>

## Payment, payout & payroll

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM tool provide the ability to load released payroll information into ADP by individual?">
    A. Yes. The Xoxoday ICM tool integrates seamlessly with third-party payroll systems like ADP, allowing automated transfer of released payroll information, including individual-level data. Using robust data transformation capabilities, the tool ensures payroll data is accurately mapped, validated, and transferred in the required format. This streamlines payroll processing, eliminates manual data entry, reduces errors, and improves operational efficiency.

    For more information on integrations, visit [https://help.compass.xoxoday.com/en/](https://help.compass.xoxoday.com/en/)
    ​
  </Accordion>
</AccordionGroup>

## Performance Monitoring

<AccordionGroup>
  <Accordion title="Does Xoxoday SPM solution provide live dashboards with drill-down by store, associate, and performance metric?">
    Yes. The Xoxoday SPM software provides live dashboards with multi-level drill-down capabilities, allowing managers to view performance by store, associate, and KPI. These dashboards deliver real-time visibility into progress, leaderboard standings, and trends, helping leaders identify top performers, spot gaps, and take timely action across locations.
  </Accordion>
</AccordionGroup>

## Reports & Analytics

<AccordionGroup>
  <Accordion title="Does Xoxoday ICM software have web-based dashboards and reports for sales reps, sales comp admin personnel, and other users?">
    Yes. The Xoxoday ICM tool offers both web-based and mobile app access for sales reps, compensation administrators, and other stakeholders. Users can track performance and earnings in real time, fostering transparency, engagement, and motivation across teams.
  </Accordion>
</AccordionGroup>

## Support

<AccordionGroup>
  <Accordion title="Can Xoxoday SPM tool support a streamlined point of contact and shared coverage for transactional bonus questions?">
    Yes. The Xoxoday SPM tool provides a streamlined point of contact for transactional bonus queries and can integrate with customer support, allowing sales teams and stakeholders to reach out easily. It also enables shared coverage so inquiries are resolved promptly during peak periods or when the primary contact is unavailable.
    ​
  </Accordion>
</AccordionGroup>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Plans FAQs
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/faq-admins/plans-faqs

Browse frequently asked questions about sales incentive plans on Empuls, from initial setup to day-to-day admin tasks.

## Compensation terms and parameters

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM software enable a wide variety of variable compensation terms and parameters for transactional bonus management?">
    Yes. The Xoxoday ICM tool supports a broad range of compensation terms and parameters for transactional bonus management, including quota-based payouts, tiered bonuses, SPIFFs, ABM-led rewards, deal-level overrides, accelerators, decelerators, and more.

    Key features:

    * Configure custom rules per pay component and role
    * Define payout logic using slab/tier thresholds and multipliers
    * Setup via admin console or through integration pipelines
  </Accordion>

  <Accordion title="Can Xoxoday ICM tool enable applying a default set of terms and parameters to a team or an individual and then adjusting them as needed?">
    Yes. The Xoxoday ICM tool allows default terms—like commission rates, quotas, and performance metrics—to be applied to teams or individuals, which can then be adjusted as required.

    Highlights:

    * Applicable to both individuals and teams
    * Supports tweaking goals, rates, or metrics per requirement
    * Scalable and flexible for efficient customization without disrupting the overall incentive structure
  </Accordion>
</AccordionGroup>

## Incentive Configuration

<AccordionGroup>
  <Accordion title="Does Xoxoday ICM tool includes real-time payout estimator visible to staff based on goal progress?">
    Yes. Xoxoday ICM provides a real-time payout estimator that allows staff to see their potential earnings based on current progress toward goals. The estimator updates dynamically with performance data, giving employees a clear view of how close they are to earning commissions, bonuses, or rewards.
  </Accordion>

  <Accordion title="Does Xoxoday ICM tool allows eligibility filters by attendance, behavior, or compliance status?">
    Yes. Admins can configure eligibility filters for incentives based on parameters such as attendance, behavioral flags, or compliance. These filters ensure that only employees meeting foundational criteria—like approved attendance or completed mandatory training—qualify for rewards, keeping the incentive system fair and aligned with organizational policies.
  </Accordion>

  <Accordion title="Does Xoxoday ICM tool offer rule-based configuration of goals, slabs, and payout structures across teams/formats?">
    Yes. Xoxoday's ICM tool is no-code engine and lets admins define goals, incentive slabs, and payout structures tailored to teams, roles, store formats, and regions. Rules can include performance tiers, commission percentages, tenure-based multipliers, or category-specific bonuses. These configurations can be cloned, adjusted, or scheduled for specific periods, making it easy to maintain consistency while allowing for flexibility to meet business needs.
  </Accordion>

  <Accordion title="Does Xoxoday ICM tool support multi-level incentive plans (individual, team, store-wide)?">
    Yes. The Xoxoday ICM tool supports layered incentive plans at individual, team, and store-wide levels. Each level can have separate rules, tracking, and payouts, encouraging collaboration while recognizing individual contributions.
  </Accordion>

  <Accordion title="Does Xoxoday ICM tool offer configurable periodicity – daily, weekly, monthly incentive programs?">
    Yes. The Xoxoday ICM software allows fully configurable periodicity for incentive programs, including daily, weekly, monthly, or ad-hoc cycles. Each cycle can have distinct KPIs, milestones, and reward logic to drive continuous motivation across roles and formats.
  </Accordion>

  <Accordion title="Does Xoxoday ICM software support for stackable incentives across roles or overlapping tasks?">
    Yes. The platform supports stackable incentives, enabling employees to earn multiple rewards across overlapping tasks or roles. For instance, an associate can simultaneously qualify for an individual sales bonus, a team milestone reward, and a seasonal campaign payout, each governed by distinct rule sets and tracked separately within the same system.

    ​**​Q. Does Xoxoday ICM software have the ability to handle a wide variety of sales incentive plan designs with highly diversified businesses and sales operating models?**

    Yes. Xoxoday ICM tool is designed for complex sales operations, supporting multiple incentive plans simultaneously. Plans can be customized for different products, SKUs, geographies, teams, or seasons. This ensures highly flexible, scalable, and precise incentive compensation management for businesses with diverse sales strategies and operating models.
  </Accordion>
</AccordionGroup>

## ​Engaged Activation

<AccordionGroup>
  <Accordion title="How can gamified challenges be configured based on role, store format, and KPIs?">
    The Xoxoday ICM tool allows configuring gamified challenges using a no-code engine:

    * Customize challenges per role (associates, managers)
    * Adapt challenges to store formats (grocery, fashion, electronics)
    * Gamify KPIs (sales, basket size, customer satisfaction) with milestones, badges, streaks, and real-time leaderboards​Q. Does Xoxoday ICM software have level systems for motivation with milestone tracking and digital recognition?
  </Accordion>

  <Accordion title="Does Xoxoday ICM software have level systems for motivation with milestone tracking and digital recognition?">
    Yes. The Xoxoday SPM tool uses a level-based system to motivate employees and track performance.

    Key features:

    * Level System with Progression: Employees advance through levels (Bronze, Silver, Gold) by achieving milestones like sales targets or positive feedback
    * Milestone Tracking: Linked to KPIs with progress bars, badges, and streak counters; customizable by frequency (daily, weekly, monthly)
    * Digital Recognition: Badges, leaderboard visibility, and in-app notifications
    * Behavioral Triggers: AI-driven nudges remind employees nearing milestones or levels
  </Accordion>

  <Accordion title="Does Xoxoday SPM solution allows time-bound missions and reward cycles for special events or campaigns?">
    Yes. Xoxoday ICM lets admins set up time-bound missions and reward cycles for events, seasonal promotions, or campaigns. Missions can be tailored to specific roles and linked to short-term KPIs, such as weekend upsell targets or festival conversion goals. Rewards are automatically triggered when mission objectives are met, keeping teams engaged and driving results during key retail periods.
  </Accordion>

  <Accordion title="Does Xoxoday SPM solution supports self-nomination or contest-based bonus challenge flows?">
    Yes. Xoxoday ICM allows self-nomination and contest-based challenges where associates can opt into bonus missions beyond standard goals. Challenges can be configured by role or store format, with winners recognized via leaderboards and automatic rewards.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday SPM solution enable onboarding gamification for new joiners with quick wins and goal familiarity?">
    Yes. The Xoxoday SPM tool provides onboarding gamification with “quick win” missions and introductory challenges to familiarize new hires with KPIs. Progress tracking, badges, and early rewards accelerate engagement.
  </Accordion>

  <Accordion title="Does Xoxoday ICM software provide behavioral nudges based on underperformance, proximity to goals, or store traffic patterns?">
    Yes. The Xoxoday ICM tool delivers AI-driven behavioral nudges triggered by underperformance, nearing goals, or changes in store traffic. Nudges are real-time, role- and KPI-specific, guiding employees to take timely actions like upselling or reprioritizing tasks to improve performance.
  </Accordion>
</AccordionGroup>

## Sales plan

<AccordionGroup>
  <Accordion title="Does Xoxoday ICM tool enable users to model, compare, test, and roll out new plans and promotions quickly without relying on IT?">
    Yes. The Xoxoday ICM tool allows users to model, compare, test, and launch new incentive plans and promotions using a no-code, user-friendly interface. This reduces IT dependency and enables business users to efficiently manage and optimize sales compensation and incentive programs. The platform’s flexibility ensures quick adaptation to changing business needs and market conditions.
    ​
  </Accordion>

  <Accordion title="Can Xoxoday ICM tool create complex sales plans with ease using intuitive drag-and-drop interfaces and preconfigured templates?">
    Yes. The Xoxoday ICM tool enables users to design complex sales compensation plans effortlessly with an intuitive drag-and-drop interface. Preconfigured templates simplify plan creation, allowing easy editing, copying, and customization of incentive structures to meet specific business requirements.
  </Accordion>
</AccordionGroup>

## ​Intermittent transaction bonus recipients

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM tool allow for some individuals to receive transactional bonus payments solely on an ad-hoc basis, to be loaded via batch or manually entered?">
    Xoxoday ICM tool, supports ad-hoc bonus configurations through both manual inputs and batch uploads. Admins can:

    * Configure one-time rewards or exceptions as part of a payout plan.
    * Use Excel uploads or manual entries to grant bonuses for individuals based on special performance or business logic.
    * Set up approval workflows for validation of such entries
  </Accordion>
</AccordionGroup>

## Payment, payout & payroll

<AccordionGroup>
  <Accordion title="Can Xoxoday provide the ability to automatically calculate primary transactional bonus revenue amounts for the relevant time period by individual after data sources are loaded?">
    Yes, Xoxoday's sales commission management tool automatically calculates transactional bonus revenue amounts for individuals after the relevant data sources are loaded. Once the required computation logic is set up, all the parameters will auto-compute based on the latest available data. This calculation is based on configurable commission schemes and sales data, ensuring that bonuses are computed accurately and efficiently without manual intervention.
  </Accordion>

  <Accordion title="Can Xoxoday ICM tool provide the ability to schedule payment for a certain transactional bonus amount or type, by individual?">
    Yes. The Xoxoday ICM tool allows scheduling of transactional bonus payments by individual. Users can configure plans with specific schedules or milestones, and the system automatically triggers payments once conditions are met, ensuring timely and accurate compensation.
  </Accordion>

  <Accordion title="Can Xoxoday ICM solution provide the ability to allocate primary transactional bonus funds to secondary recipient(s) through automated predetermined formulas, with full tracking?">
    Yes. Xoxoday ICM tool can allocate primary transactional bonus funds to secondary recipients using automated, predetermined formulas. Deals must be flagged with identifiers to qualify, and the system provides full tracking for transparency and auditability.

    * Automated allocation based on configurable formulas
    * Flagging ensures only qualifying deals are included
    * Full tracking and audit logs for compliance
  </Accordion>

  <Accordion title="Can Xoxoday ICM solution allocate primary transactional bonus funds to secondary recipient(s) through automated predetermined formulas, with full tracking?">
    Yes, it can be configured to enable that, but yes, will require a manual input. The platform supports the manual designation of secondary recipients for transactional bonus funds. This feature allows managers or admins to assign funds to recipients manually, ensuring flexibility in fund distribution. The solution provides full tracking of these allocations, including the ability to audit and verify all transactions, thus ensuring transparency and accountability in the process.
  </Accordion>

  <Accordion title="Can Xoxoday ICM tool allow manual or systematic indication of transactional bonus revenue tier information for individuals by time span?">
    Yes. The Xoxoday ICM tool supports both manual and systematic indication of bonus tiers over different time spans. It enables calculations based on revenue or milestones while allowing manual adjustments, ensuring flexible and accurate compensation management.
  </Accordion>

  <Accordion title="Can Xoxoday ICM tool allow manual or systematic addition of a starter transactional bonus revenue tier amount for individuals by time span?">
    Yes, the Xoxoday ICM tool provides flexible functionality to add a starter transactional bonus revenue tier for individuals. This can be done either manually or systematically. Users can configure custom revenue tier structures that can be applied to individuals based on specific time spans or performance criteria.

    Dynamic tier configurations enable automated or manual adjustments to bonuses, making incentive plans scalable and adaptable to both individual and organizational goals. These adjustments can be easily managed through the system’s intuitive interface, ensuring transparency and efficiency in incentive processing.
  </Accordion>

  <Accordion title="Can Xoxoday commission management solution enable manual or systematic (with approvals) adjustments to payment schedules?">
    Yes, an admin has the rights to modify the payment schedule for each plan. The ICM solution allows both manual and automated adjustments to payment schedules. Admins can configure recurrence rules, set buffer times, and manage exceptions through approval workflows.
  </Accordion>

  <Accordion title="Does Xoxoday ICM solution allow systematic release of payroll outputs by the commission/bonus team?">
    Yes, the platform has APIs that can be configured with the payroll system. Xoxoday ICM tool enables the commission or bonus team to review, approve, and systematically release payroll outputs after verification. The platform integrates with payroll systems via computed APIs and supports multiple payout formats such as bank transfers, gift cards, and rewards catalog. This ensures payouts are timely, accurate, and aligned with internal validation procedures.
  </Accordion>
</AccordionGroup>

## Rule and calculation overrides

<AccordionGroup>
  <Accordion title="Can Xoxoday enable overrides of the date associated with a transaction that drives standard rules and calculations?">
    Yes, all such exception will require manual intervention and customization. The platform allows for date overrides within its system, which means users can adjust the date associated with a transaction without affecting the standard rules and calculations. This ensures necessary exceptions are handled with proper governance while maintaining control over standard rules.
    ​
  </Accordion>

  <Accordion title="Can Xoxoday ICM solution enable overrides by approval role(s) of waterfall tier that drives standard rules and calculations?">
    Yes, the platform supports overrides by approval roles in the waterfall tier structure. Managers or other authorized personnel can make adjustments to compensation calculations based on approval, allowing for flexibility in cases where the standard rules need to be altered. This ensures that any necessary exceptions are handled with proper governance.
  </Accordion>
</AccordionGroup>

## Scalability

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM tool provide the ability to accommodate new rules and parameters, heavier usage volumes, and more users as the business grows?">
    Yes. The Xoxoday ICM tool scales seamlessly with business growth, handling complex rules, high-volume data, and unlimited users or payees. It adapts efficiently to evolving business needs while ensuring accurate and timely incentive calculations.
  </Accordion>
</AccordionGroup>

## Transaction Visibility

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM tool support what-if analysis of adjusting the probability and key attributes of pipeline deals and seeing the change in potential transactional bonus payments?">
    Yes. The Xoxoday ICM tool features a robust what-if simulator that allows users to adjust key attributes of pipeline deals, such as probability, deal size, or other critical factors. This enables sales leaders and compensation managers to forecast potential transactional bonus payments, evaluate how changes in deals impact incentive payouts, and make informed decisions to optimize commission structures. Multiple simulations can be run to plan for different sales outcomes, manage compensation effectively, and strategically align incentives with overall business performance.
  </Accordion>
</AccordionGroup>

## Budgeting

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM Tool enable annual budgeting based on historical deals?">
    Yes, the Xoxoday ICM tool allows for simulated plans that help businesses estimate the expected spend on a new commission plan. By leveraging historical deal data and factoring in an expected growth rate, the tool can generate accurate budget forecasts. This feature enables organizations to predict commission payouts for the upcoming year, ensuring that budgeting aligns with both historical performance and future growth expectations.
  </Accordion>
</AccordionGroup>

## Reports

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM software support what-if analysis of adjusting pooled resource holdback (like office and analysts) and impact on individual transactional bonus amount?">
    Yes. Xoxoday ICM tool includes a what-if simulator that allows users to model scenarios where pooled resource holdbacks—such as office and analyst contributions—are adjusted. The platform calculates the resulting impact on individual transactional bonuses, enabling sales managers and HR teams to make informed decisions with predictive insights before implementing changes.
  </Accordion>

  <Accordion title="Does Xoxoday ICM tool offer incentive effects simulation results for different scenarios to analyze success of the incentive or schemes?">
    Yes. Xoxoday ICM tool provides simulation capabilities that allow organizations to evaluate different incentive scenarios and predict their potential impact. By inputting various variables and assumptions, users can run detailed simulations to assess the effectiveness of incentive schemes. Advanced analytics and real-time data integration ensure that the outcomes are accurate, helping organizations optimize schemes and align them with business objectives before implementation.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday ICM solution provide a simple, uncluttered summary of transaction bonus total for the relevant pay period, for the individual?">
    Yes. The Xoxoday ICM tool offers a clean, user-friendly interface that gives individuals visibility into their transactions, earnings, and KPI data. It summarizes transaction bonus totals through intuitive dashboards designed to avoid clutter.

    Features like milestones, badges, and leaderboards enhance comprehension, while AI-driven widgets personalize the view by showing only the most relevant information for each user, ensuring a streamlined and clear snapshot of performance and earnings.
  </Accordion>

  <Accordion title="Can Xoxoday ICM tool provide the ability to view calculations related to transaction bonus components for the relevant pay period, for the individual?">
    Yes. Xoxoday's ICM software provides real-time visibility into transaction bonus components for individuals, showing detailed calculations for the relevant pay period. Users can see breakdowns of each component—product-specific incentives, multipliers, and campaign-based rewards—through personalized dashboards configured by admins. Data is drawn from integrated systems like CRM or ERP platforms, including Salesforce, Oracle, DMS, or SAP, ensuring accurate and transparent reporting.
  </Accordion>

  <Accordion title="Does Xoxoday SPM tool have the ability to create/manage/report on spiffs/contests?">
    Yes. Clients can create custom reports for each plan, including spiffs and contests run separately. SPIFFs and sales contests are core capabilities of the solution. The platform provides pre-configured plan templates for running SPIFFs, gamified contests, ABM-led campaigns, and product-based incentives.

    Users can set up time-bound schemes, assign budgets, define reward logic, and track participation using leaderboards, milestones, badges, and KPI scorecards. Contest performance can be monitored through real-time dashboards and ROI widgets, providing full visibility into campaign success.
    ​
  </Accordion>

  <Accordion title="Can Xoxoday ICM tool enable forecasting based on historical and in-progress deals?">
    Yes. Xoxoday ICM software enables forecasting of potential earnings based on both historical sales data and deals currently in progress. Using embedded AI models, the platform can project commissions and payouts by analyzing past trends alongside real-time deal progression.

    Sales representatives and finance teams can leverage the Estimator tool to simulate outcomes under different attainment scenarios. AI-based Commission Forecasting also projects payout liabilities—for example, predicting that “if 80% of reps achieve 90% of their targets, total commissions could increase by 12%.”
  </Accordion>
</AccordionGroup>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Reports FAQs
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/faq-admins/reports-faqs

Browse frequently asked questions about sales incentive reports on Empuls, from initial setup to day-to-day admin tasks.

## **Report & analytics**

<AccordionGroup>
  <Accordion title="Does Xoxoday ICM tool offer advanced reporting capabilities, including dashboards, historical data, payroll load files, and real-time performance tracking?">
    Yes, the Xoxoday ICM tool offers robust reporting capabilities to meet a wide range of business needs, including advanced dashboarding and automated reporting features.

    ​Key reporting capabilities include:

    * Real-time Dashboards: Track compensation and performance against plan for individuals and teams.
    * Historical Data: Access multi-year commission and production data with percentage-to-plan comparisons.
    * Payroll Load Files: Generate employee ID and commission data files for seamless payroll processing.
    * Actual vs. Projected Reporting: Compare real-time results with forecasts for leadership visibility.
    * Automated Reporting: Schedule recurring reports for timely delivery.

      This comprehensive reporting functionality within Xoxoday’s ICM software helps organizations monitor progress, make data-driven decisions, and optimize sales incentive plans effectively.
  </Accordion>

  <Accordion title="Can you describe the performance, reporting frequency, and metrics analytics your company, third party, or sub-contractor will provide?">
    The Xoxoday ICM tool delivers **real-time sales performance tracking** with comprehensive reporting and analytics.

    * Reporting Frequency: Customizable intervals—daily, weekly, monthly, or quarterly—automated for timely insights.
    * Metrics Analytics: AI-powered analytics provide predictive insights, benchmark comparisons, and performance trends to optimize compensation strategies.
    * Performance Benchmarks: Compares sales performance against industry standards to maximize ROI and drive decision-making.
  </Accordion>

  <Accordion title="Does Xoxoday ICM tool have the ability to create &#x22;analytics&#x22; reports for comp plan effectiveness?">
    Yes, the Xoxoday ICM tool provides robust analytics reporting for evaluating compensation plan effectiveness.

    * Custom Analytics Reports – Create tailored reports by incentive plan, role, or business unit.
    * Comparative Insights – Measure KPIs, earnings, and quota attainment across plans, teams, or timeframes.
    * Effectiveness Measurement – Track how well different compensation structures drive performance.
    * Optimization Support – Leverage data-driven insights to refine and improve incentive strategies.
  </Accordion>

  <Accordion title="Does Xoxoday's commission management tool provide visibility to transaction bonus total and components for the relevant pay period, for the individual, in comparison with previous time periods?">
    ​

    Yes, Xoxoday's ICM software allows users to compare their transaction bonus totals and individual components over time using earning trend analysis and plan comparison widgets. This helps individuals understand performance fluctuations, optimize future earnings, and identify trends in incentive attainment.
  </Accordion>

  <Accordion title="Does Xoxoday SPM tool have the ability to create, manage, and report on spiffs/contests?">
    Yes. Xoxoday ICM software allows clients to create custom reports for each plan, including spiffs and contests that are run separately. SPIFFs and sales contests are core capabilities of the platform. It provides pre-configured plan templates for running SPIFFs, gamified contests, ABM-led campaigns, and product-based incentives.

    Users can set up time-bound schemes, assign budgets, define reward logic, and track participation through leaderboards, milestones, badges, and KPI scorecards. Contest performance can be monitored using real-time dashboards and ROI widgets, giving full visibility into campaign success.
  </Accordion>

  <Accordion title="Does Xoxoday ICM software provide the ability to load historical payment detail for existing employees?">
    Yes. The Xoxoday ICM tool offers robust functionality for loading historical payment data for existing employees. This allows seamless integration with your existing data sources, ensuring accurate historical compensation records are imported into the system.

    Using the SPM tool, historical payment details can be aligned with the current sales incentive structure, maintaining consistency in compensation calculations and providing transparency across past and future payouts. The Xoxoday ICM software also supports integration with third-party HRMS and payroll systems, making the import and management of employee data smooth and efficient.
    ​
  </Accordion>

  <Accordion title="Can Xoxoday ICM software provide real-time visibility on team earnings?">
    Yes. Xoxoday ICM software offers real-time visibility into team earnings, enabling managers and leaders to monitor total earnings across their teams as they accumulate. The platform’s interactive dashboards and live tracking features help ensure transparency, drive motivation, and allow managers to make informed decisions to optimize team performance.
  </Accordion>

  <Accordion title="Can Xoxoday provide the ability to load anonymized commission/bonus information into a reporting tool like Power BI?">
    Yes. The Xoxoday ICM tool provides APIs that allow anonymized commission and bonus data to be loaded into external reporting tools like Power BI, Looker, or similar platforms. This enables organizations to create custom reports while maintaining data privacy and compliance with relevant standards. Integrating with these tools also supports advanced analytics, deeper insights, and informed decision-making.
    ​
  </Accordion>
</AccordionGroup>

## Payment, payout & payroll

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM software track all payouts and manual adjustments for audit purposes?">
    Yes, all the computed incentives/rewards, the associated raw data, and manual adjustments will be available for audit purposes. Xoxoday ICM tool maintains comprehensive audit logs that capture all computed incentives, manual adjustments, data uploads, approvals, exceptions, and final payouts. This ensures full traceability and compliance, providing a clear record for auditing and review across all incentive programs.
  </Accordion>

  <Accordion title="Can Xoxoday ICM software provide the ability to track metadata at the transaction level?">
    Yes, the Xoxoday ICM tool is designed with robust tracking capabilities, enabling detailed log tracking for data feeds, including information on who is making updates and where the data is being stored. It is a feature under active exploration.
  </Accordion>
</AccordionGroup>

## Performance Monitoring

<AccordionGroup>
  <Accordion title="Does Xoxoday's sales commission management tool offer automated reporting packs for HR, ops, and finance teams?">
    Yes. Xoxoday's sales commission management solution provides automated reporting packs designed for HR, operations, and finance teams. These packs include performance summaries, payout breakdowns, ROI analysis, exception logs, and engagement trends. Reports can be scheduled or generated on-demand, ensuring each team receives timely insights for compliance, planning, and decision-making.
  </Accordion>

  <Accordion title="Does Xoxoday SPM tool enables forecast vs. actual tracking for sales, tasks, and engagement KPIs?">
    Yes, Xoxoday's sales performance management solution enables the tracking of forecast versus actual performance for sales, task completion, and engagement KPIs. Users can view estimated earnings or goal projections alongside real-time actuals, helping both staff and managers monitor pacing, identify shortfalls, and optimize performance strategies mid-cycle.
  </Accordion>

  <Accordion title="Does Xoxoday SPM solution offer historical performance review with role/format benchmarking?">
    Yes, the SPM tool does offer historical performance reviews with benchmarking by role, store format, or cohort. Managers can analyze trends over time, compare current performance against past cycles, and evaluate associates relative to peers in similar roles or formats. This helps identify high-potential talent, seasonal patterns, and areas that need support.
  </Accordion>

  <Accordion title="Does Xoxoday ICM tool support heatmaps for goal achievement across geography, team, or campaign?">
    Yes. Xoxoday's incentive compensation management solution provides visual heatmaps that display goal achievement across geographies, teams, or campaigns. These heatmaps enable managers to quickly identify high- and low-performing areas, facilitating data-driven decisions on coaching, target adjustments, or replicating successful strategies.
  </Accordion>
</AccordionGroup>

## Transaction Visibility

<AccordionGroup>
  <Accordion title="Can Xoxoday ICM tool provide visibility to transaction bonus total and components for the relevant pay period, for the individual's pooled resources?">
    Yes. Xoxoday ICM tool can be configured to provide a rolled-up view of transaction bonus totals and their components, including pooled resources such as office and analysts. Managers can see individual earnings alongside pooled contributions for the relevant pay period through the platform’s dashboards and reporting tools, which display bonuses and associated components in real time.
  </Accordion>
</AccordionGroup>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# App
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/app

See how sales incentive plans appear and behave in the Empuls mobile app. Admins can configure this from the Empuls control panel.

## Plan Themes

There are 4 Plan themes in which you can display the Plans to the end-users on the mobile app.

* Mansion Theme
* Salesman Theme
* Hiking Theme
* Car Collector Theme

These themes can be changed even after the Plans have been published and will be visible to the users after they re-login into the app.

<Frame>
  <img alt="Mansion, Salesman, Hiking, and Car Collector plan theme previews" />
</Frame>

## Target for metrics

Sales incentive module gives you granular control over which metrics are surfaced to users and how they are displayed — across task performance, rewards, and their program dashboard.

**Set targets for your metrics**

Choose which metrics are displayed to users in the context of their assigned tasks. Only the metrics most relevant to the user's role and goals should be selected to avoid information overload.

<Frame>
  <img alt="Set targets configuration for plan metrics shown to users" />
</Frame>

## Metrics to display

1. **Metrics for tasks**

Choose which metrics are displayed to users in the context of their assigned tasks. Only the metrics most relevant to the user's role and goals should be selected to avoid information overload.

* Under Metrics for Tasks, select the metrics you want to surface to users.
* Save your selection.

<Frame>
  <img alt="Metrics for Tasks selection screen for surfacing relevant task metrics" />
</Frame>

2. **Metrics for rewards**
   Control what users see in the context of their rewards and overall earnings. You can choose to display all metrics or configure a user-level report view.

|                  |                                                                                                      |
| ---------------- | ---------------------------------------------------------------------------------------------------- |
| All metrics      | Select or deselect the ones you wish to add.                                                         |
| User-wise report | A configurable report view. Select the columns to display and set the display value for each column. |

<Frame>
  <img alt="Metrics for Rewards selection toggling all metrics on or off" />
</Frame>

<Frame>
  <img alt="User-wise report configuration selecting columns and display values" />
</Frame>

3. **Performance metrics**

Choose which metrics appear on the user's **Program Dashboard** and **Your Performance** cards in the Compass app.

* A maximum of **5 rows and 5 columns** can be configured.
* Use **Add New Row** to add additional metric rows to the display.
* Use **Manage Columns** to control which columns appear and in what order.

<Frame>
  <img alt="Performance metrics grid with up to five rows and columns and Manage Columns" />
</Frame>

## Threshold for metrics

Metric thresholds let you define a performance buffer for milestones in your Plan. When a user falls slightly short of a milestone condition, a threshold ensures they are still credited and moved to that milestone.

For example, if a milestone requires Sales Achievement to be greater than 100, adding a threshold of -20% means a user who achieves 80 will still be bumped up to that milestone.

To add a threshold:

* Go to the **Threshold for Metrics** tab in the App step of your Plan setup.
* Select the **metric** from the dropdown.
* Choose the **threshold type** (e.g. Percentage Threshold).
* Enter the **threshold value**.
* Click the **+** icon to add another threshold rule for the same or a different metric.
* Click **Reset** to clear all threshold rules if needed.
* Click **Next** when done.

<Frame>
  <img alt="Threshold for Metrics tab adding percentage threshold rules to a metric" />
</Frame>

Feedback or Questions: Reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Cascading
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/cascading

See how cascading plans distribute sales incentive targets down through a team hierarchy. This guide walks through the setup step by step.

## What is Cascading?

Sometimes, the output generated from one or more Plans needs to be used as input to another Plan. This feature of using one Plan’s output in another Plan is called cascading.

## Need for Cascading

By default, cascading is turned off as a feature. It can be turned on by sending a request for the same to the Empuls team.

If the incentive structure has multiple subincentives that are to be added up to a singular final reward, then cascading will be needed. The output of individual Plans for each vertical will be used as input for the final Plan, which will have the total incentives.

Cascading may end up complicating the plans for a non-technical user if they are overused and not needed.

Additionally, any changes must be propagated to all the metrics and Plans in the cascade, deriving directly or indirectly from the modified metric/Plan. This may increase the time taken to implement changes. So, it is vital to use cascading ONLY when needed.

## How Cascading works

The essence of cascading lies in the “Views” and Metrics. Whenever a Plan is created with the cascading enabled, a View of the same name is also created.

This View of the Plan shows all the data generated by the Plan, along with the metrics used in the Plan.

Now, in a particular Plan, the rewards within a single milestone can be denoted by Reward 1, Reward 2, and Reward 3…, in order of their occurrence in the milestone.

So, if a particular reward is at the second position in each milestone, we can get its value as a metric by summating Points and so on for each milestone.

The view used to create this reward will be the Plan from which we want to sum the reward, i.e. the view that was automatically generated when the Plan was created with the same name as the Plan.

These metrics can then be used in another Plan to get another value by applying a formula, using it as a task condition, or displaying it as it is.

A chain of such Plans and their derived metrics will form a visual branch-like structure, with views at the bottom-most level. The below-shown screenshot shows what a simple 2- level cascading looks like.

It will be discussed in depth in the latter part of the documentation.

<Frame>
  <img alt="Two-level cascading plan structure with derived metrics and views" />
</Frame>

## **P**rocessing of Plans in a cascaded structure

When Plans are to be processed in a cascaded structure, the Plans in the lower layer are to be processed first, and then, based on their output, the Plans in the higher levels are calculated.

So, in a scenario where new/updated data is uploaded, the Plans must be reprocessed. However, manually reprocessing/recalculating each plan can be tiresome.

The simple process is to click on the three-dot options menu for the Plan at the top level and then click on view incentives. From there, re-calculate this Plan at the highest level in the cascade. This will reprocess all the Plans beneath it with the updated data.

In a case where multiple plans are at the highest level, this reprocessing is not directly possible, as there are multiple branches for multiple Plans. Although this scenario is rare, it is still possible.

You can ask the backend team to set up ARP or Auto ReProcessing to combat this. Here, the Plans will be reprocessed at fixed intervals, as you mentioned.

For the system to know which Plans to reprocess, you need to provide the team with the ID of the Plan group(s) that you want to be reprocessed periodically. This eliminates the need to manually recalculate the Plans from the “View Incentives” tab.

## Plan views for Cascading

As mentioned above, the views are automatically created when a Plan is created with the same name as the Plan. However, plan names are editable even after the plan has been published.

So, if the Plan name is changed, the view for that Plan will still have the same name. It is advised to keep a log of the plan's original name and subsequent changes so as to know which view is correct.

## Backtracking/Debugging

There may arise a need to backtrack on the so-called cascading structure. Or, if you encounter an error and need to know exactly which Plan in the flow is causing the error.

Backtracking means mapping out the structure such that one can understand which Plans are made from which metrics and those metrics are made from which Plans.

To backtrack, start with the topmost level of the Plan in the cascade. Then, note down all the metrics used in this Plan, including the ones in task conditions and the reward.

For each of these metrics, look them up in the metric section and open them. Note the view/connection used to create this metric. This view refers to the Plan of the same name, where the metric was created.

Now repeat the process on the Plan/ Plans in the above steps. Different metrics in a Plan may be generated from the same Plan/view or from different ones.

Repeat this process till one reaches the metrics that were made using the initial user-event view. All the structure branches must end in a view that is not directly generated by a Plan.

This structure will help one understand where the calculation issue is occurring and where to make the changes to correct it.

## Documentation for ease of use

Cascading can get a bit complex for Admins to remember, especially if it is for a complex incentive structure. If that is the case, it makes sense to have it documented so as to be able to replicate it when needed.

<Frame>
  <img alt="Visual map of cascade structure from April 22 view through four plans" />
</Frame>

The above image shows that the cascade structure is mapped out in the visual format.

**The View - “April 22” is the initial user-event view.**

Four metrics are made from that view using some logic, so we can say that all metrics are derived from the same view.

Each of these metrics is for a different incentives vertical. The metrics are used in respective plans to generate four rewards using different logic.

Now, these 4 Plans will generate a view with the same name, and from the view, we can create the subsequent metrics. These metrics are made as a sum of the reward in which the reward is given in each milestone, such as a sum of points, the sum of scores, etc.

They denote the total summation of rewards for that particular vertical from all milestones. These four metrics, denoting each milestone, are then used in a final Plan, which sums them all up to display the individual reward from each vertical and the total reward.

One can also add the view or Plan ID and the names to facilitate searching when needed. The Plan ID can be found by opening the Plan, clicking on it, and then getting the alphanumeric code at the end of the URL.

Mapping this out also allows the admins to have a visual view of the structure from the backend, facilitating clarity and ease of access to Plans, metrics and views.

In this scenario, cascading is necessary, as there are four different KPIs with different logic for reward calculation. With straightforward KPIs, it would be preferable not to use cascading.

## How to make a plan a cascaded one?

You can choose to make a Plan a cascaded one, i.e., a view will be created for it. In the settings tab of plan creation, select the checkbox shown below to make the cascaded Plan, or uncheck it to keep it a simple Plan.

<Frame>
  <img alt="Plan settings tab checkbox enabling cascading on a plan" />
</Frame>

When making a cascaded Plan, you can use either the same or a new one.

If the logic or metrics do not change, you need not create the metrics for the subsequent Plans, *only if you are using an existing view.*

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Estimator
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/estimator

Use the plan estimator to preview payouts before publishing a sales incentive plan. It’s part of Empuls’s broader admin toolkit.

The Estimator is an optional final step in Plan creation. It lets users simulate their expected payout based on inputs they provide — such as their target or achievement values — giving them a self-serve way to understand how their performance translates to rewards before results are finalised.

Setup is split into two parts.

## Part 1: Define user input fields

Specify what users will enter when running the Estimator.

1. Enter a label for each input field (up to 25 characters) — for example, *Target*, *Achievement*, or *Product A Sales*.
2. Check **Display to users** for any field you want visible in the Estimator on the user's app.
3. Click **Add Condition** if you need to apply conditions to a specific field.
4. Repeat to add as many fields as your Plan requires.

<Frame>
  <img alt="Estimator setup defining user input fields with Display to users option" />
</Frame>

## Part 2: Map inputs to metrics

Once the fields are defined, connect each user input to the relevant metric in your Plan.

1. Under Define the relations between the above specified user inputs and the metrics used, you will see each metric from your Plan listed — for example, Sales Achievement Percentage, Target, Achievement, and Product A Sales.
2. The corresponding user input field is shown alongside each metric.
3. Click **Add Condition** next to each metric to define how the input maps to it.
4. Repeat for all metrics, then click **Save**.

**Note:** The Estimator is optional. If you don't need users to simulate their earnings, this step can be skipped.

<Frame>
  <img alt="Mapping user inputs to plan metrics with Add Condition controls" />
</Frame>


# Hidden plans
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/hidden-plans

Learn how hidden plans work and when to use them in Empuls’s sales incentive module. Built to save HR and admin teams time.

## What is a Hidden Plan\*\*?\*\*

A Hidden Plan is a Plan that is not visible to end users on the mobile app.
Admin users can still view and use the Plan for calculations, but it will not appear in the user’s dashboard or Plan list.

## Why is the Hidden Plan feature needed?

In many organizations, incentive structures involve multiple KPIs—each calculated in separate Plans. These Plans often serve only as intermediate calculations that feed into a final, user-facing incentive Plan.

**Showing all internal Plans to users can:**

* Create unnecessary confusion
* Overwhelm them with irrelevant information
* Make the incentive structure seem more complex than it is

**Example**

A user’s final incentive may be the sum of:

* Incentive based on Achievement %, and
* Incentive based on Efficiency %

These components may require separate logic and separate Plans to compute.
However, the user only needs to see the final total reward, not the underlying calculations.

In such cases, the internal Plans for Achievement and Efficiency can be hidden, while the final Plan remains visible.

Note: Even if a Plan is hidden, the platform still generates the View for it. This allows the Plan to be used in cascading or other internal logic.

## **How to Hide a Plan**

Hiding a Plan is simple and can be done during Plan setup.

## Steps to use the feature

Step 1: Open the Plan you are creating.

Step 2: Navigate to the **Settings** tab (3rd tab).

Step 3: Scroll to the bottom of the page.

Step 4: Check the box labeled **Hide this Plan**.

* Checked → Plan is hidden from end users

* Unchecked → Plan is visible to the relevant users

* You **cannot hide or unhide a Plan after it is published**.

* Visibility changes are only allowed while the Plan is still in Draft.

## User Interface

<Frame>
  <img alt="Hide this Plan checkbox in the plan Settings tab" />
</Frame>

* Please note that it is not possible to hide/unhide a Plan after it has been published.
* The changes can only be made if the Plan has not been published yet.

## Analytics & Usage Insights

These metrics help understand how the Hidden Plan feature is being adopted:

* ### Time to First Interaction

  * Very quick—users typically understand and apply the feature immediately.
  * The UI label is self-explanatory.
* ### Feature Usage Frequency

  * Used often for internal calculation-only Plans, especially in complex structures.
* ### Time Spent Using the Feature

  * Minimal; typically just a check/uncheck action.

## Abandonment Rate

* None. The feature is simple to use and frequently required.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Metrics
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/metrics

Configure the metrics that drive payouts in your Empuls sales incentive plans. Admins can configure this from the Empuls control panel.

## Metrics Overview

A quantitative measurement of your data. Metrics in Analytics can be sums, ratios, etc. Metrics are individual elements of a dimension that can be measured as a sum or a ratio.

For example, the dimension Total Population can be associated with a metric like *Population*, which would have a sum value of all the residents of the specific city.

Metrics comprise the logic of your incentive campaigns. It’s a GUI-based rule builder palette with standard and advanced mathematical and logical functions that enable you to break down, design and customize your most complex structures and campaigns.

**1. Linear Metric -** A metric that takes a single input value, transforms it based on a linear function and stores it.

**2. Aggregate Metric -** The process of taking multiple input values and then using them to produce a single output via the rules defined by the aggregation type. For example, taking an average of multiple values.

The sales incentive platform has AVERAGE, SUM, and COUNT functions as aggregate functions.

**3. Mapping Variable Metric** - It is used to assign values based on predefined mappings between input variables and corresponding output values. It acts like a lookup table or conditional logic block, mapping specific inputs to specific outputs.

This metric type is useful when different values need to be assigned based on rules such as tier levels, region names, performance bands, or any categorized input.

## Why do we need METRICs?

Every report in Analytics is made up of dimensions and metrics. Metric is the building block for any Plan that is configured on the platform.

Let us consider a simple example to understand the relevance of metrics and how and where they need to be used:

|                         |                |
| ----------------------- | -------------- |
| **Incentive Structure** |                |
| Slab                    | Flat Incentive |
| Ach % \< 50%            | \$1,000        |
| Ach % \< 75%            | \$2,000        |
| Ach % \< 100%           | \$3,000        |
| Ach % >= 100%           | \$5,000        |

Dimensions (Name of Metric) are attributes of your data. For example, the dimension *City* indicates the city, such as "Paris" or "New York," from which a session originates.

Metrics are quantitative measurements. The metric *Sessions* is the total number of sessions, and the metric *Pages/Session* is the average number of pages viewed per session.

The tables in most Analytics reports organize dimension values into rows and metrics into columns.

For example, this table shows one dimension (*City*) and two metrics (*Sessions* and *Pages/Sessions*).

|               |              |                   |
| ------------- | ------------ | ----------------- |
| **DIMENSION** | **METRIC**   | **METRIC**        |
| **City**      | **Sessions** | **Pages/Session** |
| San Francisco | 5,000        | 3.74              |
| Berlin        | 4,000        | 4.55              |

## Creating METRICs

Metrics are parameters based on which participants are evaluated and are rewarded incentives.

<Steps>
  <Step title="To access this feature, click on the Metric">
    To access this feature, click on the ‘**Metric**’ in the admin main menu on the left side of the home page.

    <Frame>
      <img alt="Metric option highlighted in the admin main menu" />
    </Frame>
  </Step>

  <Step title="New metrics can be created using the Create">
    New metrics can be created using the **"Create a Metric"** option at the top right corner of the screen.

    <Frame>
      <img alt="Create a Metric button at the top right of the Metrics page" />
    </Frame>
  </Step>

  <Step title="Details such as the metrics name, Metric Display">
    Details such as the metric's name, Metric Display Name and select the Metric type using the drop down menu.

    <Frame>
      <img alt="Metric name, Display Name, and Metric type dropdown fields" />
    </Frame>

    The following metric types are available:

    * **Sum**
    * **Count**
    * **Percentage**
    * **Min**
    * **Max**
    * **Average**
    * **Count-distinct**

    <Frame>
      <img alt="Metric type dropdown listing Sum, Count, Percentage, Min, Max, Average, and Count-distinct" />
    </Frame>
  </Step>

  <Step title="Options">
    * **Show as currency**:
      Check this box to display metric values with a currency symbol.
    * **Convert null entries to zero**:
      Check this box to treat all null values as zero.
      ​*Note:* This may significantly increase plan processing time as all nulls will be included in the calculations.

    <Frame>
      <img alt="Show as currency and Convert null entries to zero checkbox options" />
    </Frame>
  </Step>

  <Step title="Select a connection">
    5.1 Use the drop-down menu to select a connection (any Plan/Table/Metric) to add conditions. Metrics can be created from 10 data sources. This allows admins to capture complex logic without creating more number of metrics.

    <Frame>
      <img alt="Connection dropdown to select a Plan, Table, or Metric source" />
    </Frame>

    5.2 **Add a Condition**

    * Under conditions, the admin has to enter **field, function**, **metric,** and **static data** to create a condition for the particular metric.

    <Frame>
      <img alt="Add a Condition with Field, Function, Metric, and Static inputs" />
    </Frame>

    <Frame>
      <img alt="Condition builder showing Field, Function, Metric, and Static columns" />
    </Frame>

    **5.2.1 Field**

    Like under **Field,** we can select the output of connection (Milestone-Reward/Score) or Headers of a Table, which comes from the **connection** we select.

    <Frame>
      <img alt="Field dropdown showing connection outputs and table headers" />
    </Frame>

    **5.2.2 Function**

    We can also include functions to define the criteria. Under functions, we have:

    * Logical functions

    <Frame>
      <img alt="Logical functions list in the metric condition builder" />
    </Frame>

    * Mathematical functions

    <Frame>
      <img alt="Mathematical functions list in the metric condition builder" />
    </Frame>

    * Operators

    <Frame>
      <img alt="Operator options available in the metric condition builder" />
    </Frame>

    * Further, an aggregate function performs a calculation on multiple values and returns a single value. Platform provides many aggregate functions, including average, count, sum, min, max, etc. An aggregate function ignores NULL values when it performs the calculation, except for the count function.

    * The **GROUP BY** function groups rows with the same values. Optionally, it is used in conjunction with aggregate functions to produce summary reports from the data. **WHERE** is used to extract only those records that fulfill a specified condition.

    * The **AND** operator records whether all the conditions separated by AND are TRUE. The OR operator displays a record of whether any of the conditions separated by OR are TRUE.

    **5.2.3 Metric**

    Under **the metric dropdown, we can see and use all the other relevant metrics that have already been** created using the sameconnection.

    <Frame>
      <img alt="Metric dropdown showing other metrics from the same connection" />
    </Frame>

    **5.2.4 Static**

    If a numerical value must be included in the calculation, we can use STATIC, where the required numerical value is added and submitted.

    <Frame>
      <img alt="Static input field for entering a numerical value in a metric condition" />
    </Frame>

    Once completed, click **"Save"** to complete the metric creation.
  </Step>
</Steps>

## Editing a Metric

<Steps>
  <Step title="Navigate to Metrics">
    Navigate to **Metrics**.
  </Step>

  <Step title="Locate and select the metric you wish">
    Locate and select the metric you wish to edit.
  </Step>

  <Step title="Click the three dots (⋮) icon next">
    Click the **three dots** (⋮) icon next to the metric.
  </Step>

  <Step title="Select Edit from the dropdown menu">
    Select **Edit** from the dropdown menu.
  </Step>

  <Step title="Make changes and click Update">
    Make changes and click **Update.**

    <Frame>
      <img alt="Edit option in the three-dot menu next to a metric" />
    </Frame>
  </Step>
</Steps>

## Clone, Disable, and Delete a Metric

When we click the three dots, we can also Clone, Disable, and Delete options. A metric already used in any Plan must not be Edited, Disabled, or Deleted, as it can affect itsoutcome\*\*.\*\*

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Milestones
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/milestones

Walk through creating a milestone-based sales incentive plan step by step. No coding required for most teams.

## Overview

Milestones are tasks that need to be completed, and rewards are given for them. This feature gives the user visibility into what he has achieved and what he needs to achieve more to reach a certain milestone.

This feature is one of the main features that gives a client's user base a competitive edge and keeps all users motivated to achieve the set goals.

In an incentive Plan, milestones can be envisioned as smaller fragments of a task, each with its own rewards—the last milestone being the highest possible achievement as per the incentive structure, rewarding the maximum possible incentive/scores subject to its achievement by the end user.

## What is a milestone?

Milestones are the tasks that need to be completed and rewards are given. A Plan can be a single milestone Plan or can have multiple milestones based on the incentive structure that the Plan has.

## In which scenarios does one need to have multiple milestones?

If a Plan has a progressive reward system, where a user gets rewards based on the level of achievement he has made, to tackle such scenarios, one needs to create Plans with multiple milestones.

## How to create a milestone-based plan?

Milestones are tasks that need to be completed, and rewards are given for them. New milestones can be added using the **Add Milestone** option below.

<Steps>
  <Step title="Navigate to Plans > Create New Plan">
    Add the plan label using the drop-down menu. Select the Plan Type - Milestone.

    <Frame>
      <img alt="Create New Plan with Plan Label dropdown and Milestone plan type selected" />
    </Frame>
  </Step>

  <Step title="Define the participant">
    * When you create a new Plan, you first have to define its participants. Participants are users you want to include in the Plan.

    * Plans will be visible on the app to the users who meet the participants’ criteria. You can either have the participants as all the users in your database or a specific set of users. This feature helps you classify that.

    * If a plan applies to all the users in your database, you can keep the participants' criteria as “include everyone” and click on “next” at the bottom right.

      <img alt="Include everyone option selected as plan participant criteria" />

    * But if you want specific users only to be a part of a Plan or customize rewards based on user criteria, you must click the “**include a group**” option. When you click on the “i**nclude a group**” option, additional columns appear at the bottom. This is where you get to define the Plan participants.

      <img alt="Include a group option with additional fields for defining plan participants" />

    * In the “**Name this group of participants**”, you can define the name of your participant group. It can be anything from a particular designation, users from a specific location/department, etc.

    * You can add participants either automatically or manually. If you choose Manually, you will be required to upload a CSV using the upload icon.

      <img alt="Manual participant selection with CSV upload icon" />

    * If using the **Automatically** option - This particular user criteria can be defined using the “**add condition”** option under “**Start creating variable criteria**.”

      <img alt="Add condition option under Start creating variable criteria for automatic participant selection" />

    * When you click on “**add condition**,” you will be able to select from all the user fields that have been added to the user data.

    <Frame>
      <img alt="User field selector with available attributes for participant criteria" />
    </Frame>

    * You can select the appropriate field (like designation) and then use the “equal to” or “in” function to define the criteria for that group. For multiple criteria in a participant condition, the “in” condition should be used instead of “equal to.”

    <Frame>
      <img alt="Participant condition using equal to or in functions for designation" />
    </Frame>

    * You can add participant groups by clicking the “Add another group” option on the bottom right and following the same steps.

    <Frame>
      <img alt="Add another group option for creating multiple participant groups" />
    </Frame>

    * Under automatically selecting the users, if you click on "**Select saved list of users**" - which can be selected using the drop-down menu.

    <Frame>
      <img alt="Select saved list of users dropdown for automatic participant selection" />
    </Frame>

    <Frame>
      <img alt="Saved user list selected from the dropdown menu" />
    </Frame>
  </Step>

  <Step title="Define Milestones">
    * The next step is to add the Milestones. Click on "**Add Milestones**".

    <Frame>
      <img alt="Add Milestones button to start defining milestone tasks" />
    </Frame>

    * Add the details of the task, such as **Milestone Name, Task Description, Conditions, and Additional Tips** to help participants achieve targets (optional), are to be mentioned.

    <Frame>
      <img alt="Milestone form with Name, Task Description, Conditions, and Tips fields" />
    </Frame>

    * **Adding Conditions:**

      * To add conditions a user needs to click on the "**Add Condition"**. After clicking on it, the user can add the Field, Function, Metric, and Static details for the milestone they are trying to create.

    <Frame>
      <img alt="Add Condition with Field, Function, Metric, and Static inputs for a milestone" />
    </Frame>

    * **Adding Metrics:** Under conditions, a user gets to add four fields: **Field**, **Function**, **Metric** and **Static**.

      * **Metric** can be any variable based on which the participant's performance is evaluated.
      * **Function** is basically the comparator in the Plan task condition such as greater than, less than, etc. based on which it is identified if a particular user is eligible for that milestone or not.
      * **Static** is the value that must be compared with the metric based on the function (numbers only).

    Example

    * Lets understand the above with an example. For our example we'll be setting up a condition where we will take the users who have CSP 200 ml Billing Achievement greater than or equal to 100.

    * To do so we will first pick the **Metric**, which is **CSP 200 ml Billing Achieved** in our example.

    <Frame>
      <img alt="CSP 200 ml Billing Achieved selected as the metric in a milestone condition" />
    </Frame>

    Next we will pick the **Function,** which in our example is **Greater Than or Equals.**

    <Frame>
      <img alt="Greater Than or Equals chosen as the milestone condition function" />
    </Frame>

    Finally, we will enter the **Static** value that the Metric will be compared on and click on **Submit**, which in our example is **100.**

    <Frame>
      <img alt="Static value of 100 entered for the milestone metric comparison" />
    </Frame>

    * **Adding Tasks:**

      * A user can also add more tasks or conditions for evaluation by clicking **+ New Task (And/OR)** and following the above process again.
      * The user will have to choose between the AND operator and the OR operator to determine how the task conditions are to be considered.

    <Frame>
      <img alt="New Task option with AND and OR operators to combine milestone conditions" />
    </Frame>

    * When there is more than one condition for a milestone, the user can delete any task condition he wants to. He can do so by clicking on the bin icon on the right side of the screen as shown below.
    * However, there must be at least one task condition for the milestone to be active.

    <Frame>
      <img alt="Bin icon on the right side of a task condition for deleting it" />
    </Frame>

    * **Adding Rewards:**

      * After a user has set the necessary task conditions he needs to add **Rewards** for the milestone he has set. This is the reward that the participant gets for achieving the target.
      * The Rewards tab is where the admin can enter the Incentives to be earned or Metrics as rewards that he wants his end users to see for a particular Plan when he logs into the system or rewarded if the particular task condition is met.
      * The user needs to give details such as reward description, participants, reward type (Badges or score string or anything else) and the reward amount which could be dynamic (based on some conditions on metrics) or fixed.

    <Frame>
      <img alt="Rewards form with description, participants, reward type, and amount fields" />
    </Frame>

    * Under the **Rewards Type** dropdown, a user will get to see all the reward types he would have set as rewards under the customisation tab:

    <Frame>
      <img alt="Rewards Type dropdown showing options set on the Customisation tab" />
    </Frame>

    Example:

    Let us now understand the **Dynamic** rewards and the **Fixed** rewards with an example.

    For our task condition, which was CSP 200 ml Billing Achievement >= 100, let's assume scenario 1, in which the user is rewarded 10% of his achievement.

    Here as every user will have his own achievement, we cannot give **Fixed** reward, hence we shall pick **Dynamic** reward and set the condition of the reward by clicking on the **Add Condition** button.

    By clicking on the Add Condition button, the user can set the condition as below.

    <Frame>
      <img alt="Add Condition button for setting up a dynamic reward formula" />
    </Frame>

    Next, the user shall pick the rewarding metric, which in our example is **CSP 200 ml Billing Achieved.**

    <Frame>
      <img alt="CSP 200 ml Billing Achieved selected as the rewarding metric" />
    </Frame>

    After selecting the metric, the user selects the function he wants to apply to it to set the reward. In our case, as the reward is 10% of the achievement scored, the user selects the **Multiply** function.

    <Frame>
      <img alt="Multiply function chosen for the dynamic reward calculation" />
    </Frame>

    Finally the user shall enter the static value that the metric needs to be multiplied by to get the desired result. In our example, it would be **0.1.**

    <Frame>
      <img alt="Static value of 0.1 entered to multiply the rewarding metric by" />
    </Frame>

    Now, let's consider scenario 2, where the user will be rewarded a fixed reward of **1000.**

    Here, a user simply needs to click on the **Fixed** option and enter the fixed reward in the dialogue box.

    <Frame>
      <img alt="Fixed reward option with the amount entered in the dialogue box" />
    </Frame>

    A user can add multiple rewards by clicking the + Add Another Reward button below.

    <Frame>
      <img alt="Add Another Reward button for stacking multiple rewards on a milestone" />
    </Frame>

    Once all the rewards have been set a user simply needs to click on the save button at the bottom right of the screen.

    Once done, click on **+ Milestone** option to add a milestone and then click on **Next** again to save it proceed to next step.

    <Frame>
      <img alt="Add Milestone option followed by the Next button to proceed" />
    </Frame>
  </Step>
</Steps>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Plan creation and types
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/plan-creation-and-types

Learn the different plan types available and how to create a sales incentive plan in Empuls. It’s part of Empuls’s broader admin toolkit.

## Overview

A Plan is a specific campaign that you want to run for your users. It will include all the different parameters and calculations that are part of your campaign to give you the correct output and final rewards earned by each user based on your set criteria.

When you create any plan, you must define its characteristics to determine how it will calculate the data and be visible to end users. This can be achieved through different features available within a Plan.

[Video - Plans](https://app.supademo.com/demo/clysjfgpx0rgcz9kdcigz6l85?preview=true)

## Participant Criteria

This document explains how to add specific participants when creating a new Plan. This way, the Plan is visible only to those users it concerns, not to others, ensuring that each user sees only the relevant Plans. It also helps guarantee that only pertinent users are included in the leaderboard and that the ranking displayed is correct. Additionally, if the rewards for a Plan vary depending on user criteria (such as designation, location, etc.), you can define different groups and assign the appropriate rewards accordingly. This allows different rewards to be set based on the audience within the same Plan.

.

## Plan Creation

<Steps>
  <Step title="Navigate to Create a Plan">
    Navigate to **Plans > All Plans > Create a Plan.**

    <Frame>
      <img alt="Create a Plan option under Plans > All Plans" />
    </Frame>
  </Step>

  <Step title="Select a Plan Label">
    Select a Plan Label using the drop-down menu from the already created ones, or you can create a new one from the **All Plan tab.**

    <Frame>
      <img alt="Plan Label dropdown to choose an existing label or create a new one" />
    </Frame>
  </Step>

  <Step title="Select the Plan Type">
    You have three options here:

    **3.1 Milestone:**

    This Plan lets you set goals in a progressive pattern. Add a reward for every goal to nudge your participants to keep pushing themselves.

    Let's walk you through how to create a milestone-based plan.

    **3.2 Target:**

    This Plan lets your participants select one of the goals as their target, before the Plan begins.

    While all the goals will be visible to the participants, the nudges and prompts will focus on meeting their chosen goal.

    **3.3 Commission:** Setup a complete commission workflow across Compass which encompasses all aspects of commissions namely, commission quota and plan setting, defining rules and relations between achievements and quota, defining multipliers or bonuses if applicable.
  </Step>
</Steps>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Plan labels
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/plan-labels

Create plan labels to organize and categorize sales incentive plans in Empuls. This guide walks through the setup step by step.

## What are Plan Labels?

Plan Labels is a feature that helps classify related Plans into groups and define their shared characteristics. This feature keeps related Plans together while segregating unrelated ones, making Plan management more streamlined and efficient.

**Examples:**

* Grouping Plans by quarter, designations, or any criteria the admin decides upon.
* For instance, Plans for Q1 or Plans for specific job roles like Executives or Managers.

This document outlines the attributes of Plan Labels and their various use cases.

## How to Create a Plan Label

<Steps>
  <Step title="Navigate to Plans">
    * Go to **Plans** on the sales incentive platform dashboard.
    * Click on the **All** **Plans** tab and click inside the box "**All Labels".**

    <Frame>
      <img alt="All Labels filter box on the All Plans tab" />
    </Frame>

    * Use the dropdown and select **Add New** to create a new Plan Label.

    <Frame>
      <img alt="Add New option in the labels dropdown to create a Plan Label" />
    </Frame>
  </Step>

  <Step title="Input Plan Label Details">
    Fill in all the necessary details for the Plan Label, such as its name and approvers.
  </Step>
</Steps>

### Set Approval Workflow

When creating a Plan Label, you must define an **approval workflow** for the group. This determines how rewards will be distributed:

1. **Automatic Approval:**

Incentives are automatically credited to users as soon as the Plans are completed.

<Frame>
  <img alt="Automatic Approval option for instant incentive crediting" />
</Frame>

**2. After Approval:**

Requires manual intervention. Admin users review and approve incentives before crediting them to a user’s account.

* ### A) Assigning Approvers for

  * ### Rewards distribution:

    * To select the After Approval option, choose “Rewards will be distributed” and set approvers.
    * A dropdown will appear to select **Approver 1** from the list of Super Admins.
    * Add multiple approvers by clicking **Add Approver 2** and repeating the steps.

<Frame>
  <img alt="Approver 1 dropdown with option to add additional approvers for rewards" />
</Frame>

**Note:** Only users with Super Admin privileges can be approvers.

* **B) Adding Approvers for Plan Activation**

Ensure proper oversight by assigning approvers to **Plan Activation**. This helps maintain control and accuracy before a plan goes live.

## Steps to Add Approvers to Plan Activation

<Steps>
  <Step title="Access Configuration">
    * Go to the Plan Label configuration page.
    * Click **Edit** next to the Plan Group.
  </Step>

  <Step title="Add Approvers">
    * Assign the necessary approvers for the report.
  </Step>

  <Step title="Set Approval Levels">
    * Specify the order and levels of approval.

    Only Admins can configure this.

    <Frame>
      <img alt="Plan Activation approver order and approval level configuration" />
    </Frame>
  </Step>
</Steps>

## C. Adding Approvers to Plan Reports

Ensure data accuracy by assigning approvers to Plan performance reports. This validates earnings and transactions before activation, making reports more reliable.

Steps to Add Approvers to Plan Reports:

<Steps>
  <Step title="Access Configuration">
    * Go to the Plan Label configuration page.
    * Click **Edit** next to the Plan Group.
  </Step>

  <Step title="Add Approvers">
    * Assign the necessary approvers for the report.
  </Step>

  <Step title="Set Approval Levels">
    * Specify the order and levels of approval.

    Only Admins can configure this.

    <Frame>
      <img alt="Plan Reports approver assignment with ordered approval levels" />
    </Frame>
  </Step>
</Steps>

## D) Escalation Approval

Escalation approval is managed through the **Plan Label Configuration** page. This enables administrators to define custom approval workflows and hierarchies, ensuring that escalations are processed efficiently through the established workflows, facilitating seamless approval tracking and resolution.

**Steps to Manage Escalation Approval**:

<Steps>
  <Step title="Access Plan Label Configuration">
    * Navigate to the **Plan Label Configuration** page from the admin dashboard.
  </Step>

  <Step title="Edit Plan Group">
    * Locate the Plan Group for which you want to configure escalations.
    * Click **Edit** next to the respective Plan Group.
  </Step>

  <Step title="Assign Approvers and Set Approval Levels">
    * Choose the approvers for the report and define the order in which they will approve the plan.
    * Specify the escalation levels in case approvals are delayed or not completed within the required timeframe.
  </Step>

  <Step title="Enable Escalation Rules">
    * Enable escalation rules to automatically route unapproved reports to higher-level approvers in the defined hierarchy.
  </Step>

  <Step title="Save Configuration">
    * Once your settings are configured, click **Save** to apply the changes.

    <Frame>
      <img alt="Escalation rules and approval hierarchy saved in Plan Label configuration" />
    </Frame>
  </Step>
</Steps>

## Plan Label Tab

* Once you’ve completed the setup, click **Save** to finalize the Plan Label. The new Plan Label will appear under **Plans > All** using the dropdown menu.

* To maintain consistency, plans with the same **approval mechanism** should be grouped together.

  * ***Example:***

    * All **Plans for Executives** can be grouped together with the same approvers.
    * **Plans for Managers or Heads** can be placed in separate groups if they require different approvers.

This structured grouping ensures smoother incentive management and approval workflows.

## Below are the possible status of Plans in a Plan grou**p:**

**‘Active’** menu shows the list of Plans that are currently available to make live.

**‘Published’** menu shows the list of Plans that are currently live.

**‘Completed’** menu shows the list of Plans that are currently completed.

**‘Dropped’** menu shows the list of Plans that have been rejected to be taken live.

**‘Stopped’** menu shows the list of Plans that were stopped.

**‘All’** menu shows the list of all Plans.

Note: When cloning a plan, platform now carries over the designated Plan Label - not the system default. No more manually re-searching and re-attaching labels after every clone operation.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Plan settings
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/plan-settings

Manage the configuration settings for individual sales incentive plans in Empuls. No coding required for most teams.

**Quick explainer video:**

[https://app.supademo.com/demo/clysj0d230r7rz9kd3xkdde3l?preview=true](https://app.supademo.com/demo/clysj0d230r7rz9kd3xkdde3l?preview=true)

This document outlines the different setting options available for a particular Plan and how they affect the overall Plan. It helps define the plan's characteristics, how it will read the data, appear to users, reward timeline, etc.

So, for example, if you have a weekly campaign that will run for next 3 months, you can set up a Plan, define the dates of the week the Plan starts, a rewarding timeline and set up a recurrence to replicate that Plan every Monday.

This way, a new Plan will be created automatically every week to capture the output of that week’s campaign and determine the rewards accordingly.

## Plan Period

* The plan period is the selection of a date range within which one wants to consider the transactions of users.
* For example, if the date range is from 01-05-2022 to 31-05-2022, then all the transactions for May 2022 will be considered in the incentive calculation for relevant users.
* This is why a transaction date is necessary in the dataset. The system will use it to define which entries to consider for a particular time period and which ones not to.
* The Plan period can be set from the third section, Settings, in the Plan creation process. Please refer to the sample screenshot below.

<Frame>
  <img alt="Plan Period date range selector in the Settings step of Plan creation" />
</Frame>

## Recurrence Feature

* An addition to the Plan Period section is the recurrence feature.

* In a nutshell, this feature allows you to repeat a Plan periodically.

* Recurrence can be used in such scenarios where you want to run the same Plan multiple times, without having to create it every time.

* The recurring can be done only till the date till which the Plan groups are valid for.

* Please note that the recurrence feature can only be used for present or future Plans.

* Recurrence can only be implemented for standalone Plans, it does not work for cascading, and a new Plan will be created for each recurrence in the same Plan group.

* As seen in the below screenshot, there are 4 options for recurrence-

* Weekly, every Friday

* On the 1st of every month

* Every 7 days

* Custom - define a custom period of recurrence

* Once you select a recurrence condition from the dropdown, text below the dropdown will give information about the recurrence set up, i.e. how many times it will repeat and till what date.

## Rewarding buffer time

* Buffer time or buffer period is the count of days a Plan is to be kept in the “Active” state, after which it is marked as “Completed” and the rewards are awarded to the users. Prior to being Completed, the users can see the rewards they have earned, but they are not awarded those until the Plan has been completed.
* So if a Plan is supposed to end on the last date of a month, and has a buffer date of 10 days, it will be completed 10 days after the end of the month and the users will then be credited the rewards.
* After it is completed it will be shifted to the “History” tab on the mobile app. The user can still see their incentives, and their transactions.
* After a Plan completes, one can see the incentives in the “Incentives” tab for approval or adjustments (unless the rewards are on set to auto-approval, in which case they are credited automatically).
* You can add the buffer time in the “Settings” stage of Plan creation as shown below.
* Buffer time can be modified for Draft as well as Active Plans, as many times as needed.

<Frame>
  <img alt="Rewarding buffer time field in the Plan Settings step" />
</Frame>

## Transaction Date

Transaction date is where you select which date parameter(s) needs to be considered from the different data set(s) you are using in a Plan. So, if your data set has multiple date fields, you can pick which one needs to be referred to and the transactions are then included accordingly in the Plan for calculation.

## Hidden Plans

* While creating a Plan, you get an option to select whether you would like that Plan to be visible to the end users or not.
* If you are creating a Plan only for internal purposes or just to be used as an output in another Plan, you can choose to hide it from the end users so that only relevant Plans are visible to them.
* This also helps keep them more engaged as else the app can get cluttered.
* To hide any Plan, just select the check box on the bottom of the Plan settings.
* Kindly note, once a Plan is active, this setting cannot be changed later.

<Frame>
  <img alt="Hidden plan checkbox at the bottom of the Plan Settings page" />
</Frame>

## Cascading Plans

* If you would like to use the output of one Plan as an input in some other Plan, this can be enabled using the cascading feature.
* To enable cascading for any Plan, just select the check box in the Plan settings while creating that Plan.
* While creating a cascading Plan, you will get an option to create a new view for it or use the existing view (if any old Plans from the same view had been created earlier).
* If you choose a new view, an entirely new view will be created and based on the new view you will have to create your metrics for the next set of Plans to use the output of this Plan as an input.
* Whereas, if you choose the existing view, all the available views, if any, will appear in the dropdown menu and can be selected for this Plan. The Plan will add the output for this new Plan in the view you select. If there are any existing metrics created on that view, you can continue to use them as is and they would now give you the output of this new Plan as well.

<Frame>
  <img alt="Cascading Plan checkbox with new view and existing view options" />
</Frame>

## Clawback / Kickback Settings

* Clawback helps you adjust or take back rewards from a completed plan when setting up a new plan. This is useful in cases where rewards need to be corrected, or when targets and eligibility change after a plan has ended.
* With this feature, you can link a completed plan to a new one and either automatically or manually adjust the rewards based on that plan.

**How It Works**

* You can choose a completed plan to map when creating a new plan.
* Once mapped, platform will automatically calculate the clawback amounts based on the reward points earned in the previous plan.
* You can then approve or reject these calculated amounts before applying them.
* If required, admins can also manually trigger the clawback process later.

**How to Set It Up**

* Go to the **Plan Settings** page while creating or editing a plan.

<Frame>
  <img alt="Start Clawback/Kickback option on the Plan Settings page" />
</Frame>

* Click on **Start Clawback/Kickback.**
* Select the completed plan you want to map.
* Review the automatically generated clawback amounts.
* Choose to approve or deny these amounts as needed.
* (Optional) To manually trigger the clawback, return to the Plans page and select a completed plan. Next, go to the action icon and select **Start Clawback/Kickback.**

<Frame>
  <img alt="Manual Start Clawback/Kickback option from a completed plan's action menu" />
</Frame>

**Why Use Clawback**

* Makes it easy to fix or adjust rewards after a plan is completed.
* Saves time with automatic calculations.
* Keeps reward programs accurate, fair, and transparent.
* Gives admins full control and flexibility over the process.

**Tip:** Clawback is especially useful if rewards were overpaid, if performance data was updated later, or if certain participants are no longer eligible.

**Here's how you can set-up leaderboards and widgets:** [https://app.supademo.com/demo/clyh3xscf0nx0ai22i10b1sb6?preview=true](https://app.supademo.com/demo/clyh3xscf0nx0ai22i10b1sb6?preview=true)

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Simulation- plans and metrics
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/simulation-plans-and-metrics

Simulate plan and metric changes before rolling them out to your sales incentive program. It’s part of Empuls’s broader admin toolkit.

We have introduced Simulation for Plans and metrics which lets users run simulations on all active and completed plans and compare the variance with the actual plans running on the platform.

This allows users to make changes to plans, create new metrics or edit existing metrics and understand how it affects the rewards, achievements and KPIs without changing anything on their original plans.

1. Simulation can be started from Plans section by toggling the Simulation button in Plans section.
   ​
2. Users can then select any plan and run a simulation.

<Frame>
  <img alt="Plan selected from the Plans list to run a simulation" />
</Frame>

3. Users can check the details of past run simulations for this plan or start a new simulation.

<Frame>
  <img alt="Past simulations list with option to start a new simulation" />
</Frame>

4. Users can click on Start new simulation and start a new simulation for this plan.

<Frame>
  <img alt="Start new simulation button to launch a fresh simulation run" />
</Frame>

5. Users can edit any parts of the plan and metrics and then click on Run Simulation:

<Frame>
  <img alt="Run Simulation button after editing plan and metric configuration" />
</Frame>

6. Once the simulation is initiated users can click on View Reports and check the reports.

<Frame>
  <img alt="View Reports option to open simulation results" />
</Frame>

7. Users can compare the reports of the simulated plan and the actual plan to understand the differences.

<Frame>
  <img alt="Side-by-side comparison of simulated plan report and actual plan report" />
</Frame>

8. A Dedicated Simulation section is also present to view all simulations of all plans in one place.

<Frame>
  <img alt="Dedicated Simulation section listing all simulations across plans" />
</Frame>

9. Users can also compare the reports of any two past run simulations from the Simulation tab.

<Frame>
  <img alt="Two past simulations selected for comparison from the Simulation tab" />
</Frame>

10. After selecting the simulation reports to compare, users can click on View Comparison to compare the simulation reports of those instances.

<Frame>
  <img alt="View Comparison report showing differences between two simulation runs" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Tracking user performance and metric breakdown
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/plans/tracking-user-performance-and-metric-breakdown

Track individual rep performance and metric-level breakdowns inside a sales incentive plan. Admins can configure this from the Empuls control panel.

Admins can now access detailed breakdowns of user performance metrics and earnings on the platform. This feature provides clarity on how metrics are calculated, making it easier to validate data with step-by-step breakdowns.

Here's how to use it:

## Step-by-Step Instructions

## Step 1: Navigate to the Plans Section

Log in to your sales incentive platform and go to the **Plans** tab.

<Frame>
  <img alt="Plans tab in the sales incentive platform left navigation" />
</Frame>

## Step 2: Access User Earnings

Under the **Plans** section, click on three dots next to the plan you wish to view metrics for, select **View Earnings** from the drop-down menu to see a list of all users and their associated earnings.

The table also shows a **Last Updated** timestamp so you know when the data was last refreshed.

<Frame>
  <img alt="View Earnings option in the three-dot menu next to a plan" />
</Frame>

<Frame>
  <img alt="User earnings list with Last Updated timestamp" />
</Frame>

**Filter the earnings list**

Click the **filter icon** (top right of the table) to open the filter panel. You can filter by:

* **Partner Name** — search for a specific user
* **Status** — filter by earnings status (e.g. Running)

Click **Apply** to update the table, or **Reset** to clear all filters.

<Frame>
  <img alt="Earnings filter panel with Partner Name and Status fields" />
</Frame>

**Download the earnings data**

Click the **download icon** next to the filter icon to export the earnings data for the selected Plan.

**Recalculate earnings**

If you need to refresh the earnings calculations — for example, after a data correction — click the **Recalculate** button in the top right.

A confirmation prompt will appear:

*Recalculate earnings for \[Plan Name]. Please note, this action cannot be undone.*

Click **Recalculate** to confirm, or **Cancel** to go back.

<Frame>
  <img alt="Recalculate button in the top right of the earnings view" />
</Frame>

<Frame>
  <img alt="Recalculate earnings confirmation prompt" />
</Frame>

## Step 3: View Detailed Metrics and Earnings Breakdown

Click on any user's **Partner ID** to access a detailed breakdown of their metrics and earnings. This breakdown includes:

* Step-by-step calculations of metrics.
* Insights into how each plan and its components contribute to the user's earnings.

<Frame>
  <img alt="Step-by-step metric and earnings breakdown for a selected user" />
</Frame>

## Why This Feature is Useful

* **Transparency:** Clearly see how metrics and earnings are calculated for each user.

* **Validation:** Validate calculations with ease, thanks to detailed breakdown**s.**

* **Clarity:** Understand each step in the calculation process for better data accuracy.

This feature simplifies performance tracking and ensures data accuracy, helping admins efficiently manage and validate user metrics.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Reports
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/admin-guide/reports

See the different report types available in Empuls’s sales incentive admin panel. Built to save HR and admin teams time.

**Quick explainer video:**

[https://app.supademo.com/demo/clysj41ny0rbxz9kdua0yxeug?preview=true](https://app.supademo.com/demo/clysj41ny0rbxz9kdua0yxeug?preview=true)

Reports on the platform provide essential insights and tracking trends on important KPIs. By converting raw, supporting, and relevant data into actionable information, reports help evaluate if an organization's actions are achieving the desired outcomes, growth, and behaviours.

There are a wide range of reports that help admins do this - there are various use cases where these reports play a key role for a Compass admin:

* Determine impact and trends
* Used in audit trails
* Daily updates and forecasting events and figures
* Troubleshooting incentives
* Track performance, to name a few.

## Types of Reports

* **Performance Report**

A performance report is a plan-level report that gives values for all rewards configured in the respective Plan against all the plan participants. This report is accessible via the Dashboard tab as shown below:

<Frame>
  <img alt="Performance Report on the Dashboard tab for a selected Plan" />
</Frame>

* This is a system-generated report for every Plan that has been configured on the platform.

* The admin can access these via two places for individual Plans:

  * Under Dashboard, by cycling through the Plan names from the dropdown.
  * Under Plan, click on the three dots against the specific Plan name and click on View Dashboard.

* Upon expanding this report (using the four arrows at the top right of the tab), we get a full view of the report and further options of filters, downloading the report in a CSV format (top right, from left to right), and pagination options (bottom right), as shown in the screenshot below.

* Performance reports are typically very useful in tracking the performance of all employees for each KPI (that forms the incentive structure) under one report.

## Managing Columns in Performance Reports

Admins can easily organize performance reports by pinning and reordering columns.

**Here's how:**

<Steps>
  <Step title="Open the Report">
    Go to the **Plans** dashboard and expand any performance report.

    <Frame>
      <img alt="Performance report expanded from the Plans dashboard" />
    </Frame>
  </Step>

  <Step title="Manage Columns">
    Click **Manage Column** to:

    * **Pin Columns:** Keep key columns always visible.
    * **Reorder Columns:** Drag and drop columns to prioritize data.

    <Frame>
      <img alt="Manage Column panel to pin and reorder performance report columns" />
    </Frame>

    <Frame>
      <img alt="Status column added to the performance report with Active and Inactive filters" />
    </Frame>

    While managing columns, you can include the **Status** column in reports. Once added, it will appear in the performance report and allow admins to filter users by **Active** or **Inactive** status.
  </Step>
</Steps>

## Understanding Reports

1. ## Overview

Navigate to the Reports overview section, and you can see a graphical representation of the last 6 months' trends on the four parameters:

* Total Login
* Total Redeem
* Total Recharge
* Total Award

Also, on the top left, you can find the current balance in the account. The end users use this balance to redeem their earned points through our Marketer.

Please note that reports in the Overview section cannot be downloaded.

## 2. Payout Report

The **Payout Report** in the **Reports** tab enables admins to track complete payouts on a user-wise basis within specified dates. This report provides a clear overview of all transactions, ensuring transparency and accurate record-keeping of payouts.

**Please note: The parameters in the report are admin customizable.**

It tracks the following parameters:

* First Name
* Email
* Partner Code
* Earnings
* Reporting to
* DOJ
* Department Name
* Designation
* Zone
* Grade
* State
* Branch Name
* Work Contracts
* Region Name
* Office Location
* Function
* Vertical
* Date of Joining
* Tenure this Month
* Data effective date

<Frame>
  <img alt="Payout Report with user-wise payout details and customizable parameters" />
</Frame>

* **Select Date Range**
  Click the **calendar icon** to open the date picker and adjust the date range for the report.
* **Download Report**
  Click the **download icon** to export the report in your preferred format.
* **Filter the Report**
  Use the **filter icon** to apply filters based on the available parameters

<Frame>
  <img alt="Date range picker, download, and filter icons on the Payout Report" />
</Frame>

* **Search for a User**
  Enter a user's name or ID in the **search box** to view their specific payout report.

<Frame>
  <img alt="Search box to look up a user's payout report by name or ID" />
</Frame>

## Accessing the ASC 606 Report

### **Overview**

The ASC 606 report provides a standardized framework for recognizing revenue in compliance with the **Accounting Standards Codification (ASC) 606** issued by the **FASB** and **IASB**. This ensures revenue is recorded only when control of goods or services is transferred to the customer, improving transparency, consistency, and adherence to accounting guidelines.

### Steps to Access the Report

* Navigate to the top menu and click on:
  ​**Reports → Payout** and toggle on for **ASC 6060 View**

<Frame>
  <img alt="ASC 606 View toggle on the Reports Payout page" />
</Frame>

* The **ASC 606 report** page will open, displaying the revenue recognition data. You can adjust the Amortization period and starting date. Once done, click on "Update".

<Frame>
  <img alt="ASC 606 report with Amortization period and starting date controls" />
</Frame>

<Frame>
  <img alt="Updated ASC 606 revenue recognition data after adjusting amortization" />
</Frame>

## Downloading the Report

1. On the ASC 606 report page, locate the **Download** button.
2. Click to save the report in your preferred format (e.g., CSV, Excel, PDF).
3. Use this report for **auditing, accounting, and financial reconciliation purposes**.
   ​

## 3. Consolidated User Performance Report

The **Consolidated User Performance Report** allows admins to track a user's overall performance across all the plans they are part of. This report provides a comprehensive view of user plans and KPI’s, helping admins assess performance effectively.

Here the admins need to type in the email id or select a username from the drop-down menu.

**Please note: The parameters in the report are admin customizable.**

* **Navigate to**:
  Go to **Reports > Consolidated User Performance**.
* **Select the User**:
  Enter the user’s name in the **search box** or select the user from the **dropdown menu**.

<Frame>
  <img alt="User selector on the Consolidated User Performance report" />
</Frame>

* **Expand Plan Details**:
  Click the **expand icon** to view all plans and associated transactions for the selected user.

<Frame>
  <img alt="Expand icon revealing all plans and transactions for the selected user" />
</Frame>

* **View Transactions**:
  Click on **"View Transaction"** to see a detailed list of all transactions under a specific plan for that user.

<Frame>
  <img alt="View Transaction list showing all transactions under a user's plan" />
</Frame>

## 4. Access and Points Report

A consolidated report showing **redeemed points**, **available balance**, **login activity**, and **user access**.

Go to **Reports > Access and Points Report** and use the **dropdown** to select the desired report.

### 4.1 Redeemed Points

This report contains the redemption history of all end users in one place.

It can be accessed by clicking on Reports and selecting Redeemed Points from the dropdown menu. This report captures the following parameters:

* Name of the user
* Email ID of the user
* Points Redeemed
* Transaction Date
* Partner Code

<Frame>
  <img alt="Redeemed Points report listing user redemption history" />
</Frame>

This report can be downloaded in CSV format using the Download button at the top right of the page. You can also search for transactions in a particular Date Range by selecting the same from the top left of the page.

Other options include search functionality (Magnifying glass icon below Download) and filter beside search, which allows you to search for a particular transaction using a known value in the five parameters or get a filtered view of the redemption transactions.

You can set the number of transactions to be displayed and the page index using the pagination options at the bottom right.

### 4.2 Available Balance

This report captures all users' current wallet (incentive) balances. It can be accessed by clicking on Reports and selecting Available Balance from the drop-down menu.

The six parameters being captured in this report are:

* Employee Name
* Email ID of the employee
* Partner Code of the employee
* Total Award Points - points earned from all campaigns till date
* Total Redeemed Points - points redeemed till date
* Available Balance - points left/available for redemption further

This report is a key metric that determines the recharges to be made for the account.

* This report can also be downloaded in CSV format using the download button at the top right of the page.

<Frame>
  <img alt="Available Balance report showing wallet balances for all users" />
</Frame>

* Other options include search functionality (Magnifying glass icon below Download) and filter beside search, which allows you to search for a particular record using a known value in the parameters captured or get a filtered view of the login records.
* The pagination options at the bottom right allow you to set the number of records displayed and the page index.

### **4**.3 Login Report

This report captures login and logout information for all end users. It can be accessed by clicking on Reports and selecting Login Report from the tabs.

The four parameters being captured in this report are:

* Employee Name
* Login Time (YYYY-MM-DD HH:MM AM/PM format)
* Logout Time (YYYY-MM-DD HH:MM AM/PM format)
* Partner Code

Please note that for Logout Time to be captured, the end user must log out of the app. This should not be considered an indicator of an active session.

* This report can also be downloaded in CSV format using the Download button at the top right of the page. You can also search for records in a particular date range by selecting them from the top left of the page.

<Frame>
  <img alt="Login Report capturing login and logout times for end users" />
</Frame>

* Other options include search functionality (Magnifying glass icon below Download) and filter beside search, which allows you to search for a particular record using a known value in the parameters captured or get a filtered view of the login records.

The pagination options at the bottom right allow you to set the number of records displayed and the page index.

### 4.4 User Access Report

The **User Access Report** captures employee/user activity by tracking the timing, day, and application type accessed. It provides insights into user engagement, security, and system usage patterns, helping organizations monitor access and ensure compliance.

* Download the report by clicking on the download button on the right.
* You can search for a particular user by typing their email in the search box or selecting them using a drop-down menu.
* Use the filter icon to filter the data using the parameters.

<Frame>
  <img alt="User Access Report with download, search, and filter controls" />
</Frame>

* You can see data for all users or new users by clicking on the required tab.

<Frame>
  <img alt="Tabs to switch between all users and new users in the User Access Report" />
</Frame>

### Conversation

This report captures all the communication activities in various custom groups and the town hall section. It can be accessed by clicking on Reports and selecting Conversation from the dropdown menu.

The six parameters being captured here from a reporting perspective are:

* Group Name
* Nature of message (post, broadcast, comment, etc)
* Created By
* Created On
* Tagged Members
* Partner Code

## KPI Cards in Performance Dashboards

KPI Cards give you a quick and clear view of key performance metrics directly on the performance dashboard. They help admins and managers track progress, identify trends, and take faster decisions without having to go deep into reports.

KPI stands for *Key Performance Indicator* — these are the numbers or metrics that matter most for your plan’s success.

## What You Can See on KPI Cards

* Live performance metrics like total sales, points earned, payout value, active users, etc.
* Real-time updates based on plan activity.
* Comparisons between current performance and set targets.
* Quick insights into how the team or individual is performing.

## How to Access KPI Cards

1. Log in to the platform.
2. Go to **Reports**
3. KPI Cards are displayed at the **top of the dashboard** for quick reference.

<Frame>
  <img alt="KPI Cards displayed at the top of the performance dashboard" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Close CRM integration
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/integrations/close-crm-integration

Connect Close CRM with Empuls’s sales incentive module to automate commission tracking. This guide walks through the setup step by step.

Here, we get started with Close CRM and its relevance to Compass. Close CRM is an inside-sales CRM that caters primarily to start-ups and SMBs. Here, we explore the integration between Close CRM and Compass.

It is a data source integration, where data fetches from Close to Compass enable dynamic gamified incentivization for your sales teams. The data fetches are real-time, therefore allowing improved sales team engagement.

Compass seamlessly fetches data in real-time from Close - one of the top inside-sales CRM. This integration helps Sales leaders get straight to incentive program creation and have a single source of truth for all their sales achievement data.

**Let us consider an internet company:** Oscorp. The Admin User at Oscorp is the sales manager who manages incentives for his sales teams: the End Users.

Until now, the company's admin had to manually enter End User data into an Excel/CSV and upload it to create Programs and run Gamified Incentives for his sales teams.

We at Compass have now simplified and quickened this process by reducing the number of steps with our first CRM Integration with Close CRM. The admin at Oscorp can now directly get a data dump onto Compass from his Close CRM on-premise and get straight onto Program Creation, focusing on incentivizing and motivating his sales teams.

## Why CRM integration on Compass?

* **Straight to Program Creation:** Users can go straight to Program Creation for their sales teams and leave out the data transfer work to us.

* **Real-time Programs:** Now, you can run programs on real-time data, as the performance metrics of end-users are available to both admins and end-users based on their accessibility rights. Essentially, the admin is updated on team performance in real time.

* **Auto-Pilot your way:** Instead of tediously creating Excel spreadsheets to record data on your sales teams, now you can connect Compass to your company’s CRM quickly and easily without worrying about tedious data transfer issues such as manual entries, error management, structural changes, etc.

* **Uniformity:** Your business's CRM structure is seamlessly replicated onto Compass, and your data is in the same form as on your CRM. This ensures standardization and simplicity for your teams.

* **One source of truth:** Standard Use Cases in CRM Migration are built-in and activated by default. Structure changes made on CRM will be reflected onto Compass in real-time, providing only one source of truth for the data. For custom use cases, options are available to make the customization simple and straightforward.

Now, you can influence the behavior of your end-users in real time, as the data updates made on Close CRM will be immediately available on Compass, and the nudges/notifications enabled by you will also be based on real-time data.

## Connecting Close with Compass

Here, we cover the entire process of integrating Close CRM with compass

## Step 1: Login to your Compass account​

<Frame>
  <img alt="Compass account login screen" />
</Frame>

## Step 2: Go to Data and Integrations

<Frame>
  <img alt="Data and Integrations section in Compass" />
</Frame>

## Step 3: Click on Add Data Source and click Close.io

<Frame>
  <img alt="Add Data Source dialog with Close.io option selected" />
</Frame>

## Step 4: Here, you need to enter your API key from Close CRM for integration:

If you do not have the API key available with you, please visit the link in blue color as given under “Generate your API key” to get started on importing a pre-existing API key or generate your own.

<Frame>
  <img alt="Close CRM API key field with Generate your API key link" />
</Frame>

## Step 5: You may create a new API key here by clicking on “New API Key":

Now, you have logged into your Close account. You will find this screen on your Close account after clicking the link shown in the previous step.

Next Please enter your API Key name Your API key has been generated. Please save it in a safe location as it will not be displayed again

## Step 6: You now have the API key. Please enter it in Compass and click on Authenticate:

<Frame>
  <img alt="API key entered in Compass with Authenticate button" />
</Frame>

Only one API key per Close CRM account is allowed. This is because a certain company will integrate its API key only once.

## Data Transfer between Close and Compass

Here and in the ensuing pages, we'll look at Data Transfer and Verification.

Compass has built-in mechanisms to ensure structural consistency is maintained in the data transfer.

It is important to verify your imported data from Close onto Compass for consistency.

## **Close Objects and Fields**

There are multiple objects and Fields in Close, all of which can now be imported into Compass.

Let us look at some Objects and Fields in the table below.

The Objects are Column Names and the Fields corresponding to those Objects are in their respective Columns.

|                   |                  |                   |                   |                  |                   |                   |
| ----------------- | ---------------- | ----------------- | ----------------- | ---------------- | ----------------- | ----------------- |
| **Lead**          | **Contact**      | **Opportunity**   | **email**         | **Call**         | **Note**          | **Task**          |
| id                | id               | id                | id                | id               | id                | id                |
| organization\_id  | lead\_id         | lead\_id          | lead\_id          | contact\_id      | lead\_id          | lead\_id          |
| description       | organization\_id | organization\_id  | organization\_id  | organization\_id | organization\_id  | organization\_id  |
| name              | created\_by      | created\_by       | contact\_id       | lead\_id         | note              | text              |
| status\_label     | name             | created\_by\_name | direction         | phone            | date\_created     | date\_updated     |
| date\_updated     | date\_updated    | date\_created     | date\_created     | disposition      | date\_updated     | created\_by       |
| date\_created     | date\_created    | date\_updated     | date\_updated     | status           | created\_by       | created\_by\_name |
| created\_by\_name | phones           | date\_won         | created\_by\_name | date\_created    | created\_by\_name | object\_type      |
| created\_by       | emails           | date\_lost        | created\_by       | date\_updated    | user\_id          | date\_created     |

These are standard Objects and Fields native to Close.

## **For large amounts of Data Transfer**

Upon successful data transfer from Close to Compass, a folder called Close will be created. The folder will have a progress icon to display sync activity. For large amounts of data, the sync can take up to an hour. Upon successful data transfer, a mail will be sent to your Email.

## **Data Sync Verification**

The Close Folder in Data Sources and Variables will update with an in-app notification when verification is complete. You may verify the data by looking at the Close Objects and Fields imported in the folder as Compass Data Sources. In case of any discrepancy, please contact Compass Support:

## **Standard Use-Cases and Custom Use-Cases**

Compass takes care of many Standard cases for your convenience and compatibility of our system with Close CRM such as:

1. New user creation from Close
2. Data fetch & real-time sync
3. Data Transformation
4. Join creation
5. Variable creation
6. Program creation

Apart from these, you can easily create custom use cases inside the Compass portal after connecting Close with Compass.

## **New User Creation from Close**

Get your Close CRM admin profiles migrated automatically onto Compass

All the Admin users and sales agents, as per their set permissions, are updated from Close onto Compass as Admin users and Partners, respectively. This is an automated process managed by Compass.

User hierarchy and accessibility rights are maintained and kept the same on Compass, exactly matching how they were on Close.

## **Different types of Data and Data Fetches**

**The type of Data** imported can be Productivity and Pipeline:

1. Productivity-related Data consists of the number/type of calls made, the number/type of emails sent and received, tasks, meetings, etc.
2. Pipeline-related Data covers the sales pipeline, such as interest expressed, follow-up calls, Demo schedule calls, Demo presentations, Payment made, Deal Closed, Retention Metrics, etc.

**One-time Data Fetch:** When you execute the import from Close onto Compass, all data existing at Close is fetched simultaneously.

**Real-Time Data Sync**: After the one-time fetch, all future data updates on Close are immediately reflected on Compass because of real-time data sync. This feature is enabled by default in your Compass account.

**Third-Party Bulk Imports:** Imports done in Close before the Close-Compass integration will be fetched along with the rest of the data. However, we do not support auto-transfer of third-party imports added to Close after the integration.

## Pipeline and Metrics

Here we look at Close Pipeline and important metrics associated with the pipeline, which are all seamlessly migrated to Compass upon integration

## **Close Pipeline:**

A sales pipeline is an organized, visual way of capturing where prospects are in the overall sales process.

Close allows you to customize your pipeline with Opportunities. Opportunities add value to your Lead by specifying the status of the lead in the sales pipeline.

Default values for Opportunities are 'Demo Completed', 'Contract Sent', 'Proposal Sent', 'Won', and 'Lost'. You can add custom Opportunity Statuses in your Organization Settings.

These Opportunities can be viewed as a list or as a pipeline in Close. Compass auto-imports all Opportunities for all your Leads from Close.

## **Close-Compass Metrics:**

These are the data on which the incentive programs are calculated. They can be productivity-related metrics or pipeline-related metrics.

**Productivity Metrics:**

1. Calls
2. Emails
3. SMS
4. Tasks

**Calls:** The CRM not only tracks the number of calls made by the employee but also identifies whether the calls are inbound or outbound, call duration, follow-up calls, calls that have reached voicemails, number of voicemail reached calls left to follow-up, etc. Programs can be created on Compass based on these data.

**Emails:** Apart from the number of emails sent or received, the type of email, whether it is email newsletters, personalized emails, lead nurturing emails, sponsorship emails, transaction emails, or brand storytelling emails, is also tracked.

SMS: The type of SMS, such as inbound, outbound, one-way, two-way, conversational, toll-free, or chatbot-based, can be tracked. The Admin user can create KPIs in Programs accordingly.

**Pipeline Metrics:**

What is meant by pipeline metrics is the sales funnel visualized. It helps you track the productivity of your sales team in one go. The entire sales process is broken down into discrete, traceable tasks, and those tasks that contribute the most to revenue generation and productivity can be rewarded the most.

The objective is to maximize the conversion rate at the bottom of the funnel, and this is where Compass comes in with customized incentives management at each layer of the sales funnel.

Compass enables the admin to identify the gaps and, therefore, make improvements possible in the sales funnel to maximize the movement of prospective customers onto the stage at which they pay.

**Seamless Data Transformation:**

The metrics coming in from Close CRM to Compass during the integration process are all auto-transformed to Compass-compatible data types to ensurethe structural integrity of Compass with Close.

You can focus on using Compass directly as all the data transformations are real-time and automatic and occur in the backend during the transfer.

On successful integration, you will be taken to Data Sources and Variables. You can see all Close Objects, Fields, and Metrics about your account auto-generated by Compass as per the imported data from Close.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# HubSpot integration
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/integrations/hubspot-integration

Sync HubSpot deal and pipeline data into Empuls to automate sales incentive calculations. Admins can configure this from the Empuls control panel.

## Objective

Hubspot is an inside-sales CRM that caters majorly to SMBs and enterprises. Here we will explore the integration between Hubspot CRM and Compass.

It is a data source integration where data fetches from Hubspot to Compass enable dynamic gamified incentivization for your sales teams on Compass.

The data fetches are real-time, therefore, it enables huge improvement in engagement among the sales and sales ops teams

**An example:**

Let us consider an internet SMB company: Company A: The Admin User at the company A is the sales manager who is managing incentives for his sales teams, that is, the end users in our context.

Until now, the admin of the company had to manually enter End User data into an Excel/CSV and upload it to create Programs and run Gamified Incentives for his/her sales teams.

We at Compass have now simplified and accelerated this process by reducing the number of steps with our Hubspot CRM Integration.

The admin at Company A can now directly get a data dump onto Compass from his/her Hubspot CRM on-premise and get straight onto Program Creation, focusing on incentivizing and motivating his/her sales teams for better results

## Why CRM integration with Compass?

**Straight to Program Creation:** Users can go straight on to Program Creation for their sales teams and leave out the data transfer work to us.

**Real-time Programs:** Now you have the ability to run programs on real-time data as the performance metrics of end-users are available to both admins and end-users based on the accessibility rights they have. Essentially, the admin is updated in real-time on team performance.

**Auto-Pilot your way:** Instead of tediously creating Excel spreadsheets to record data on your sales teams, now you can connect Compass to your company’s CRM quickly and easily without having to worry about tedious data transfer issues such as manual entries, error management, structural changes, etc.

**Uniformity:** The CRM structure that has been setup as per your business gets replicated onto Compass seamlessly. You get your data onto Compass in the same exact form it is on your CRM. This ensures standardization and simplicity for your teams.

**One source of truth:** Standard Use Cases in CRM Migration are built-in and are activated by default. Structure changes made on CRM will be reflected onto Compass in real-time, that is, only one source of truth for the data. For custom use cases, there are options available to make the customization simple and straightforward.

Now you can influence the behavior of your end-users in real-time as the data updates made on Hubspot CRM will be immediately available on Compass and the nudges/notifications enabled by you will be based on real-time data as well.

## Connecting HubSpot with Compass

## Step 1: Login to your Compass account

<Frame>
  <img alt="Compass account login screen" />
</Frame>

## Step 2: Go to Data and Integrations

<Frame>
  <img alt="Data and Integrations section in Compass" />
</Frame>

## Step 3: Click on Add Data Source

<Frame>
  <img alt="Add Data Source button in the Integrations section" />
</Frame>

## Step 4: Click on the Hubspot icon and click Authenticate

<Frame>
  <img alt="HubSpot icon selected with Authenticate button to start the connection" />
</Frame>

## Step 5: You will be now redirected to your HubSpot login page, login to your Hubspot account.

<Frame>
  <img alt="HubSpot login page for authenticating the Compass integration" />
</Frame>

## Step 6: That’s it, now you can start using your Compass account with your desired use case

## Data Transfer between Hubspot and Compass

Compass has built-in mechanisms to ensure structural consistency is maintained in the data transfer. It is important to verify your imported data from Hubspot onto Compass for consistency.

## Standard Use Cases

Compass takes care of many Standard Use-Cases for your convenience and compatibility of our system with Hubspot CRM such as:

1. New user creation from Hubspot
2. Data fetch & real-time sync
3. Data Transformation
4. Join creation
5. Variable creation
6. Program creation

All the Admin users and sales agents, as per their set permissions, are updated from Hubspot to Compass as Admin users and Partners, respectively. This is an automated process managed by Compass. User hierarchy and accessibility rights are maintained and kept the same on Compass, exactly matching how they were on Hubspot.

## Different types of data and data fetches

**The type of Data imported can be Productivity and Pipeline:**

Productivity-related Data consists of the the number/type of calls made, the number/type of emails sent and received, tasks, meetings, etc.

Pipeline-related Data covers the sales pipeline, such as interest expressed, follow-up call, Demo schedule call, Demo Presentation, Payment made, Deal Closed, Retention Metrics, etc.

**One-time Data Fetch:** When you execute the import from Hubspot onto Compass, all data existing at Hubspot is fetched at once.

**Real-Time Data Sync:** After the one-time fetch, all future data updates on Hubspot are immediately reflected on Compass because of real-time data sync. This feature is enabled by default in your Compass account. Based on data selection, the data sync will happen automatically, either through scheduled API calls or webhooks.

**Third-Party Bulk imports:** Imports done in Hubspot before the Hubspot-Compass integration will be fetched along with the rest of the data. However, we do not support the auto-transfer of third-party imports that are added to Hubspot after the integration.

## HubSpot - Compass Metrics

These are the data based on which the incentive programs are calculated, They can be productivity related metrics or pipeline related metrics.

## Productivity Metrics

Some of the most used productivity metrics are Calls, Emails, Meetings, and Deals.

**Calls**: The CRM not only tracks the number of calls made by the employee but also identifies whether the calls are inbound or outbound, call duration, follow-up calls, calls that have reached voicemails, number of voicemail reached calls left to follow-up, etc. Programs can be created on Compass based on these data.

**Emails:** Apart from the number of emails sent or received, the type of email, whether it is email newsletters, personalized emails, lead nurturing emails, sponsorship emails, transaction emails, or brand storytelling emails, is also tracked.

**Contacts:** Any person interacting with your business can be saved as a contact in HubSpot. Examples of contacts include visitors who convert on a form, visitors who contact your chat team, or potential customers that your team met during an event.

**Deals:** Use deals in HubSpot to track potential revenue through your sales process. You can associate deals with other records, such as contacts and companies involved in the deal. Once records are associated with a deal, HubSpot can associate the relevant activities to the deal record.

## Pipeline Metrics

The sales funnel visualized is what pipeline metrics mean. It helps you track the productivity of your sales team in one go. The entire sales process is broken down into discrete, traceable tasks, out of which those that contribute the most to revenue generation and productivity can be rewarded the most.

The objective is to maximize the conversion rate at the bottom of the funnel, and this is where Compass comes in with customized incentives management at each layer of the sales funnel. Compass enables the admin to identify the gaps and, therefore, improvements possible in the sales funnel so as to maximize the movement of prospective customers onto the stage at which they pay.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Salesforce integration
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/integrations/salesforce-integration

Sync Salesforce opportunity data into Empuls to automate sales incentive and commission plans. Built to save HR and admin teams time.

Salesforce is an inside-sales CRM that caters mainly to SMBs and enterprises. It is a data source integration, where data fetches from Salesforce to Compass enable dynamic gamified incentivization for your sales teams on Compass. The data fetches are real-time, enabling huge improvements in engagement among the sales and sales ops teams.

**Let us consider an internet company:** Company A: The Admin User at company A is the sales manager managing incentives for his sales teams, that is, the end users in our context.

Until now, the company admin has had to manually enter end-user data into an Excel/CSV file and upload it to create Programs and run Gamified Incentives for his/her sales teams.

We at Compass have simplified and accelerated this process by reducing the number of steps with our Salesforce CRM Integration.

The admin at Company A can now directly get a data dump onto Compass from his/her Salesforce CRM on-premise and get straight onto Program Creation, focusing on incentivizing and motivating his/her sales teams for better results.

## Why CRM integration on Compass?

**Straight to Program Creation:** Users can go straight to Program Creation for their sales teams and leave out the data transfer work to us.

**Real-time Programs:** Now, you can run programs on real-time data, as the performance metrics of end-users are available to both admins and end-users based on their accessibility rights. Essentially, the admin is updated on team performance in real time.

**Auto-Pilot your way:** Instead of tediously creating Excel spreadsheets to record data on your sales teams, now you can connect Compass to your company’s CRM quickly and easily without worrying about tedious data transfer issues such as manual entries, error management, structural changes, etc.

**Uniformity:** The CRM structure set up per your business gets replicated onto Compass seamlessly. You get your data onto Compass in the same form on your CRM. This ensures standardization and simplicity for your teams.

**One source of truth:** Standard Use Cases in CRM Migration are built-in and activated by default. Structure changes made on CRM will be reflected onto Compass in real-time, providing only one source of truth for the data. For custom use cases, options are available to make the customization simple and straightforward.

Now, you can influence the behavior of your end-users in real-time. The data updates made on Salesforce CRM will be immediately available on Compass, and the nudges/notifications enabled by you will also be based on real-time data.

## Connecting Salesforce with Compass

## Step 1: Login to your Compass account

<Frame>
  <img alt="Compass account login screen" />
</Frame>

## Step 2: Go to Data and Integrations

<Frame>
  <img alt="Data and Integrations section in Compass" />
</Frame>

## Step 3: Click on Add Data Source and select Salesforce

<Frame>
  <img alt="Add Data Source dialog with Salesforce selected" />
</Frame>

## Step 4: Generate API key or enter Consumer key, Consumer secret, username, and password to authenticate

<Frame>
  <img alt="Salesforce authentication form with Consumer key, secret, username, and password" />
</Frame>

## 6. Once authenticated your Salesforce account will be connected with the Compass account

Based on your scoping finalization with the Compass team, the selected objects and fields will be fetched into your Compass account along with a set frequency of incremental data updates. That’s it; now you can start using your Compass account with your desired use case

## Data Transfer between Salesforce and Compass

Compass has built-in mechanisms to ensure structural consistency in the data transfer. Therefore, it is important to verify the consistency of your imported data from Salesforce onto Compass.

## Standard Use Cas**es**

Compass takes care of many standard cases for your convenience and compatibility with our system with Salesforce CRM, such as creating new users from Salesforce Data fetch and real-time sync, creating data transformation joins, creating variables, and creating programs.

All the Admin users and sales agents, as per their set permissions, are updated from Salesforce onto Compass as Admin users and Partners, respectively. This is an automated process managed by Compass. User hierarchy and accessibility rights are maintained and kept the same on Compass, exactly matching how they were on Salesforce.

## Different types of Data and Data Fetches

**The type of Data imported can be Productivity and Pipeline:**

Productivity-related Data consists of the number/type of calls made, the number/type of emails sent and received, tasks, meetings, etc.

Pipeline-related Data covers the sales pipeline, such as interest expressed, follow-up calls, Demo schedule calls, Demo presentations, Payment made, deals closed, Retention Metrics, etc.

**One-time Data Fetch:** When you execute the import from Salesforce onto Compass, all data existing at Salesforce is fetched at once.

**Real-Time Data Sync:** After the one-time fetch, all future data updates on Salesforce are immediately reflected on Compass because of real-time data sync. This feature is enabled by default in your Compass account. The capability of Integration and the type of data sync is based on your Salesforce edition.

**Third-Party Bulk Imports:** Imports done in Salesforce before the Salesforce-Compass integration will be fetched along with the rest of the data. However, we do not support the auto-transfer of third-party imports added to Salesforce after the integration.

## Salesforce - Compass Metrics

These are the data on which the incentive programs are calculated. They can be productivity-related metrics or pipeline-related metrics.

## Productivity Metrics

Some productivity metrics are Order, Product2, Users, etc.

**Order:** The CRM tracks the number of orders generated by users in a specific period and identifies payment date, payment status, invoice status, revenue status, and many other parameters. Based on this data, programs can be created on Compass.

**Product:** Apart from the number of orders received or delivered, the characteristics of the products are also captured like product ID, currency code, SKU, description, license type, category, and much more

**Users:** Anyone interacting with your business can be saved as a Salesforce user. Examples of contacts include the user that signed up on your product with their details including name, address, and other parameters.

## Pipeline Metrics

The sales funnel visualized is what pipeline metrics mean. It helps you track the productivity of your sales team in one go. The entire sales process is broken down into discrete, traceable tasks, out of which those that contribute the most to revenue generation and productivity can be rewarded the most.

The objective is to maximize the conversion rate at the bottom of the funnel, and this is where Compass comes in with customized incentives management at each layer of the sales funnel. Compass enables the admin to identify the gaps and, therefore, improvements possible in the sales funnel so as to maximize the movement of prospective customers onto the stage at which they pay.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# SDK Integration
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/integrations/sdk-integration

Embed Compass in your client application using the Compass SDK so users access it seamlessly within your existing platform.

This guide is for developers embedding Compass into a third-party application — an intranet, mobile app, or partner portal — using the Compass SDK. The integration uses OAuth2.0 to authenticate users silently, so SDRs, agents, and partners access Compass without a separate login.

## Prerequisites

Contact the Xoxoday team to obtain your **Client ID** and **Client Secret**. Store these securely — they are required for every step below.

## Base URL

All OAuth APIs use the following base URL, shown as `{{base_url}}` in the examples below:

```
https://accounts.getcompass.ai/chef/v1/oauth
```

## Authentication flow

### Step 1: Authorization request (one-time)

Construct the authorization URL and open it in a browser to obtain an authorization code. This is a one-time step.

```
{{base_url}}/authorize
  ?client_id={{your_client_id}}
  &response_type=code
  &redirect_uri={{your_redirect_uri}}
  &scope=admin_manage,admin_read,points_read,compass_integrations,user_session,points_manage
```

Required scopes: `admin_manage`, `admin_read`, `points_read`, `compass_integrations`, `user_session`, `points_manage`

Log in to Compass, then click **Allow**. Copy the authorization code from the redirected URL — you'll use it in the next step.

***

### Step 2: Company session creation

Exchange the authorization code for a Company Access Token and Refresh Token.

**Endpoint:**

```
POST {{base_url}}/token/company?token_type=company
```

**Request body:**

```json theme={null}
{
  "grant_type": "authorization_code",
  "code": "{{token_from_step_1}}",
  "redirect_uri": "{{your_redirect_uri}}",
  "client_id": "{{your_client_id}}",
  "client_secret": "{{your_client_secret}}"
}
```

**Sample response:**

```json theme={null}
{
  "access_token": "company_access_token",
  "token_type": "Bearer",
  "expires_in": 3600,
  "refresh_token": "company_refresh_token",
  "email": "user@company.com"
}
```

Save the `access_token` (Company Access Token) and `refresh_token` — both are required in subsequent steps.

***

### Step 3: User session token generation

Generate a User Access Token for a specific employee using the Company Access Token.

Required scopes: `admin_manage`, `user_session`, `points_read`, `points_history_read`, `payments`, `gaming_leaderboard_mob`, `gaming_mobile_api`, `compass_integrations`, `compass_splash`

**Endpoint:**

```
POST {{base_url}}/token/create/user
```

**Authorization header:**

```
Authorization: Bearer {{company_access_token}}
```

**Request body:**

```json theme={null}
{
  "user_input": "{{email_of_the_user}}",
  "scope": "admin_manage,user_session,points_read,points_history_read,payments,gaming_leaderboard_mob,gaming_mobile_api,compass_integrations,compass_splash"
}
```

**Sample response:**

```json theme={null}
{
  "access_token": "user_access_token",
  "token_type": "Bearer",
  "expires_in": 3600,
  "refresh_token": "user_refresh_token"
}
```

***

### Step 4: Launch Compass via WebView

Open a WebView in your application with the following URL, replacing `{user_access_token}` with the value from Step 3:

```
https://m.getcompass.ai/?url=oauth&token={user_access_token}
```

The user is automatically logged into Compass.

***

## Token expiry

<CardGroup>
  <Card title="Company Access Token">
    **30 days** (2,592,000 sec)
  </Card>

  <Card title="User Access Token">
    **15 days** (1,296,000 sec)
  </Card>

  <Card title="Company Refresh Token">
    **Long-lived** — rotates on each refresh
  </Card>
</CardGroup>

Use the [Token Validation](#validate-the-company-access-token) endpoint to check the remaining `expires_in` of any company token before making downstream calls. Proactively refresh the company token before it expires using the [Refresh Token](#refresh-the-company-access-token) endpoint.

***

## Token management

### Refresh the Company Access Token

When the Company Access Token expires, use the Refresh Token API.

**Endpoint:**

```
POST {{base_url}}/token/company
```

**Authorization header:**

```
Authorization: Bearer {{company_access_token}}
```

**Request body:**

```json theme={null}
{
  "grant_type": "refresh_token",
  "refresh_token": "{{token_from_step_2}}",
  "client_id": "{{your_client_id}}",
  "client_secret": "{{your_client_secret}}"
}
```

**Sample response:**

```json theme={null}
{
  "access_token": "new_company_access_token",
  "token_type": "Bearer",
  "expires_in": 3600
}
```

### Validate the Company Access Token

Use the Token Validation API to check whether the current token is still valid.

**Endpoint:**

```
GET {{base_url}}/token
```

**Authorization header:**

```
Authorization: Bearer {{company_access_token}}
```

**Sample response:**

```json theme={null}
{
  "access_token": "new_company_access_token",
  "token_type": "Bearer",
  "expires_in": 3600
}
```

***

## Logout

Call the User Logout API whenever the user logs out of the host application.

**Endpoint:**

```
POST {{base_url}}/sso/logout
```

**Authorization header:**

```
Authorization: Bearer {{company_access_token}}
```

**Request body:**

```json theme={null}
{
  "user_input": "{{email_of_the_user}}"
}
```

**Sample response:**

```json theme={null}
{
  "data": {
    "message": "Logout Success"
  }
}
```

***

## Postman collection

Use the **Compass Connect** Postman collection to try every API in this guide. It includes the Company Session Creation, User Session Generation, SDK Web-View, Refresh Token, Token Validation, and User Logout requests, pre-configured with collection variables.

<Card title="Download the Compass Connect Postman collection" icon="download" href="/admin/sales-incentive/integrations/compass-connect.postman_collection.json">
  Import this file into Postman, then set the collection variables below.
</Card>

Set these collection variables after importing:

| Variable             | Value                                          |
| -------------------- | ---------------------------------------------- |
| `base_url`           | `https://accounts.getcompass.ai/chef/v1/oauth` |
| `client_id`          | Provided by the Xoxoday team                   |
| `client_secret`      | Provided by the Xoxoday team                   |
| `authorization_code` | The code from Step 1                           |
| `redirect_url`       | Your configured redirect URI                   |

### Endpoint reference

| API                      | Method | Endpoint                                                         |
| ------------------------ | ------ | ---------------------------------------------------------------- |
| Company Session Creation | POST   | `{{base_url}}/token/company?token_type=company`                  |
| User Session Generation  | POST   | `{{base_url}}/token/create/user`                                 |
| SDK Web-View             | GET    | `https://m.getcompass.ai/?url=oauth&token={{user_access_token}}` |
| Refresh Token            | POST   | `{{base_url}}/token/company`                                     |
| Token Validation         | GET    | `{{base_url}}/token`                                             |
| User Logout              | POST   | `{{base_url}}/sso/logout`                                        |

`{{base_url}}` is `https://accounts.getcompass.ai/chef/v1/oauth`.


# Zoho CRM
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/integrations/zoho-crm

Connect Zoho CRM with Empuls’s sales incentive module to automate commission calculations. Admins can configure this from the Empuls control panel.

Enhance transparency in your sales commission management while boosting accountability. Utilize our native integration to seamlessly import sales data from your Zoho CRM, predict earnings, and ensure error-free commission calculations.

## How does the integration work?

<Frame>
  <img alt="Zoho CRM to Compass integration flow for sales commission management" />
</Frame>

## Step 1: Connect your database

After logging into Compass go to the integrations tab and select Zoho CRM. Login with relevant credentials and authenticate the data transfer. Select the objects that you want to import

## Step 2: Map Fields

Once the integration is done, you can immediately map the necessary fields. Additionally, you can introduce new fields if any required information is absent from your current database.

## Step 3: Create incentive programs

Upon configuring your database, you can create multiple sales commission programs. Compass guarantees real-time database updates, ensuring accurate incentives.

# How to set up this integration?

Reach out to your Compass account manager for this integration. Or write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Overview
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/overview

Empuls Sales Incentive helps you design, run, and analyse commission and incentive programmes for your sales teams.

Empuls **Sales Incentive** is a purpose-built module for designing, launching, and tracking sales commission and incentive plans. Use it to motivate sales teams with milestone-based rewards, cascading targets, real-time leaderboards, and transparent payout calculations.

## What's inside

<CardGroup>
  <Card title="Admin Guide" icon="user-tie" href="/admin/sales-incentive/admin-guide/account-setting/my-profile">
    Account setup, dashboard, plan creation, milestones, cascading, metrics, reports, communication, data integrations, and admin FAQs.
  </Card>

  <Card title="CRM Integration" icon="plug" href="/admin/sales-incentive/integrations/hubspot-integration">
    HubSpot, Close CRM, Salesforce, and Zoho CRM integrations for Sales Incentive.
  </Card>

  <Card title="Updates" icon="calendar" href="/admin/sales-incentive/updates/jan-feb-2026">
    Release notes — what's new each month from Jan 2024 through Jan-Feb 2026.
  </Card>

  <Card title="Product Videos" icon="video" href="/admin/sales-incentive/product-videos">
    Walkthrough demos of the Sales Incentive module.
  </Card>
</CardGroup>


# Product demo videos
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/product-videos

Watch product demo videos covering the core modules of Empuls’s sales incentive software. No coding required for most teams.

[Admin & User Walkthrough](https://giift-my.sharepoint.com/personal/abhishek_shyam_xoxoday_com/_layouts/15/stream.aspx?id=%2Fpersonal%2Fabhishek%5Fshyam%5Fxoxoday%5Fcom%2FDocuments%2FJaguar%2DCompass%20Walkthrough%20Videos%2FOverview%2D%20Compass%2D%20Admin%20and%20User%20Walkthrough%2Emp4\&nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJPbmVEcml2ZUZvckJ1c2luZXNzIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXciLCJyZWZlcnJhbFZpZXciOiJNeUZpbGVzTGlua0NvcHkifX0\&ga=1\&referrer=StreamWebApp%2EWeb\&referrerScenario=AddressBarCopied%2Eview%2E562b20d8%2D4ab5%2D4ac2%2D8602%2D61cbef61ce55\&isSPOFile=1\&xsdata=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%3D\&sdata=aFJuZHhrend2MFZjeUw0cGJQMUpWSm9DQk80ZzRmL1VwbDM1QVJtVDF1MD0%3D\&ovuser=34e0fd52-883a-4ead-abbc-1296b5598dc8%2Cneha.s%40xoxoday.com) - Get a 360-degree look at how the sales incentives platform works, from how programs are built to how they appear on your dashboard, so you understand the full "why" behind your targets.

[End User Walkthrough](https://giift-my.sharepoint.com/personal/abhishek_shyam_xoxoday_com/_layouts/15/stream.aspx?id=%2Fpersonal%2Fabhishek%5Fshyam%5Fxoxoday%5Fcom%2FDocuments%2FCompass%20Admin%20and%20User%20Walkthrough%2FCompass%2D%20Complete%20End%20User%20Walkthrough%2Emp4\&nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJPbmVEcml2ZUZvckJ1c2luZXNzIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXciLCJyZWZlcnJhbFZpZXciOiJNeUZpbGVzTGlua0NvcHkifX0\&ga=1\&referrer=StreamWebApp%2EWeb\&referrerScenario=AddressBarCopied%2Eview%2E9ea60d04%2Df3ca%2D4247%2Dadb8%2D842f58c0416a\&isSPOFile=1\&xsdata=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%3D\&sdata=bVlzUkJ1eXpzdVVTK3BNL1ltaHZOeHYxSStvUGYwZmc2T0hpVDRjU0FWTT0%3D\&ovuser=34e0fd52-883a-4ead-abbc-1296b5598dc8%2Cneha.s%40xoxoday.com) - The essential guide for your daily workflow—watch this to learn how to track your real-time progress, navigate your targets, and claim your rewards the moment you hit your goals.

[Complete Admin Walkthrough](https://giift-my.sharepoint.com/personal/abhishek_shyam_xoxoday_com/_layouts/15/stream.aspx?id=%2Fpersonal%2Fabhishek%5Fshyam%5Fxoxoday%5Fcom%2FDocuments%2FCompass%20Admin%20and%20User%20Walkthrough%2FCompass%2D%20Complete%20Admin%20Walkthrough%2D%20all%20modules%2Emp4\&nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJPbmVEcml2ZUZvckJ1c2luZXNzIiwicmVmZXJyYWxBcHBQbGF0Zm9ybSI6IldlYiIsInJlZmVycmFsTW9kZSI6InZpZXciLCJyZWZlcnJhbFZpZXciOiJNeUZpbGVzTGlua0NvcHkifX0\&ga=1\&referrer=StreamWebApp%2EWeb\&referrerScenario=AddressBarCopied%2Eview%2E90d17233%2Dd67c%2D4f7d%2D8c22%2Dd486656bdc66\&isSPOFile=1\&xsdata=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%3D\&sdata=Ri9ieW1vL0VjZjRxcVVRbncyWU44bENxQkM1TjR4R2Q5anBqdTdyeWJ2MD0%3D\&ovuser=34e0fd52-883a-4ead-abbc-1296b5598dc8%2Cneha.s%40xoxoday.com) - An in-depth look at the "engine under the hood" for those who want to see how advanced rules and eligibility are managed behind the scenes to power your rewards.


# April-May-June 2024
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/april-may-june-2024

Catch up on everything Empuls’s sales incentive module shipped in April through June 2024, from new features to fixes.

At Compass, we're always looking to enhance ourselves with new features and enhancements. These are the list of features we have released to ensure that you can automate sales incentives/commissions calculations at scale, motivate sellers and make data-driven decisions with real-time insights.

## Here are the latest updates on Compass:

## 1. View complex cascading structures on the frontend

We can now view and keep track of all the complex cascading structures on the admin web side in Compass. Earlier, it was cumbersome to track it offline, which led to the misrepresentation of metrics across this structure.

<Frame>
  <img alt="Cascading plan structure view under Plans > View Cascading" />
</Frame>

**The cascading structure is visible in Plans->View Cascading.**

Each plan in the structure is clickable and opens the transactions associated with that particular plan. This helps reduce the time taken to review errors associated with cascading structures.

## 2. View the live status of the event or plan processing

Admins often make changes to the plans, or clients make changes to the data, in which case plans are reprocessed from the backend, and admins want to be able to check the status logs for the same for timely and accurate tracking.

**Benefits for admins:**

* You can see the campaign processing time, status, failures, successes, and last update for all the campaigns active for the particular company in one go.
* This will help reduce the manual effort required to examine each campaign's status and the time taken for validation.

  <img alt="Live status log for active campaign processing across all plans" />

## 3. Transition to Spark Backend

Transitioning the backend technology to "Spark" as a framework for big data processing, aiming to reduce processing/calculation time and enhance system

stability.
​

## 4. Multiview Metric usage improvement

Provision to use aggregate variables across multiple connections. Earlier aggregate variables created across connections could not be used to perform any operations across views. This will reduce the number of metrics created and help in quicker creation of plans.
​

## 5. Mobile App Enhancement

Launch of mobile app with enhanced UI/UX improvements and upgraded backend technology for increased speed and robustness.
​

<Frame>
  <img alt="Refreshed Compass mobile app home screen with updated UI" />
</Frame>

​

<Frame>
  <img alt="Refreshed Compass mobile app plans view with enhanced UX" />
</Frame>

## Upcoming Features

* Custom-defined filters and reports.
* Data Comparison and drill down of KPIs.
* Power Query Builder.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# August 2025
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/august-2025

Explore Empuls’s sales incentive module’s product updates for August 2025, covering new features and improvements.

Hi,

At Xoxoday Compass, every update is designed to help sales leaders accelerate growth, optimize performance, and hit targets with confidence.

## 1. New and Intuitive UI for Data and Integrations

Spend less time navigating complex workflows. Our redesigned UI integrates the Management Data and Integrations, making data uploads and connection management faster and more intuitive.

Admins can now manage user data and integrations seamlessly without switching between multiple modules, reducing errors and boosting efficiency.

<Frame>
  <img alt="Redesigned Data and Integrations management UI" />
</Frame>

## 2. Pin a Public Attribute for Easy Mobile Grouping

Admins can now select a public attribute or characteristic to display prominently in the mobile app, helping managers quickly identify and differentiate groups of reportees.

For instance, pinning the "**Base Location Code**" makes it visible in the My Team Performance section of the mobile app, allowing managers to easily distinguish teams by location or other important characteristics for better oversight and targeted coaching.

<Frame>
  <img alt="Base Location Code attribute pinned in the mobile My Team Performance view" />
</Frame>

## 3. Easily Compare User Performance Across Plans to Spot Trends and Improve Results

Tracking user performance across multiple incentive plans can be complex and time-consuming. Our new User Performance Comparison widget lets you view and analyze user metrics across plan groups and time periods, all in one place.

This helps you quickly identify top performers, spot performance gaps, and make data-driven decisions to enhance your sales and incentive programs. Available for admins on web and users on web and mobile, they can also create customized Comparison Reports based on metrics that matter most to your business.

## 4. Faster and More Reliable Plan Processing

Processing incentive plans can be slow and error-prone. With optimized metric calculations and improved data queries, you can now process and re-process plans faster and more reliably.

This reduces downtime after updates or corrections and ensures accurate, timely payouts—keeping your incentive program running smoothly.

## Upcoming Features:

* **Clawback Based on Completed Plans:** Early in the next week, processes only apply completed plans to ensure financial accuracy and control.
* **ASC 606 Compliant Reports:** Generate ready-to-use ASC 606 reports to simplify auditing and meet compliance requirements.
* **Dedicated User Management Module:** Efficiently manage user data and access roles with a centralized module for viewing, modifying, and customizing user information.

These updates are just the beginning. We’re constantly working to improve Xoxoday Compass to better meet your needs. If you have any questions or need assistance, please don't hesitate to contact our support team at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.


# December 2025
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/december-2025

Explore Empuls’s sales incentive module’s product updates for December 2025, covering new features and improvements.

Hi

At Xoxoday Compass, we continually enhance our platform with new features that make your work easier.

Here are the latest updates:

## 1. Unified approval templates and smarter email alerts

Setting up approvals is now much simpler. You can configure a single template during plan creation to apply automatically to all approval levels. We also improved the auto-mailer so that the first person in the approval chain receives their notification email immediately, even if they created the plan.

<Frame>
  <img alt="Unified approval template configuration during plan creation" />
</Frame>

## 2. Detailed KPI tracking for every user

Admins can now add a **User Wise Report** to the plan dashboard. This allows you to see how each individual is performing against specific KPIs in a single view. It is especially helpful for tracking sales across multiple product categories without switching between different reports. You can enable this on the Plan Creation page under Plan Settings.

<Frame>
  <img alt="User Wise Report option on the Plan Settings page" />
</Frame>

## 3. Google Sheet integration for custom workflows

We have expanded our Google Sheet integration to work with your specific client modules and pipelines. This makes it easier to **sync** your data and keep your custom processes updated automatically.

<Frame>
  <img alt="Google Sheet integration mapped to a custom client module" />
</Frame>

## Upcoming features:

* ⭐ **Custom access levels for Brand Admins:** Soon users will be able to assign Brand Admins based on specific user data.
* ⭐ **Advanced KPI Calculations:** Users will be able to combine or compare KPIs directly in your reports to see more complex performance data instantly.

If you have any questions or need assistance, please contact our support team at **[cs@xoxoday.com](mailto:cs@xoxoday.com)**.

Best,

**Xoxoday Compass Team**


# Feb-March 2025
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/feb-march-2025

Catch up on everything Empuls’s sales incentive module shipped in February and March 2025, from new features to fixes.

At Compass, we're always looking to enhance ourselves with new features and enhancements. These are the list of features we have released:

## 1. Approve your Plan and Reward Configurations before they go live

Now you can setup approvers for your plan configuration before the plan goes live to make sure that the plan configuration and reward configuration is accurate.
​

<Frame>
  <img alt="Approver setup for plan and reward configuration before going live" />
</Frame>

Approvers can approve it from **Approvals Pending** section:

<Frame>
  <img alt="Approvals Pending section listing plans awaiting approver review" />
</Frame>

## 2. GiiftCompass has been re-branded to XoxoCompass

The GiiftCompass mobile app and web have now been re-branded to XoxoCompass.

<Frame>
  <img alt="XoxoCompass rebranded mobile app and web interface" />
</Frame>

## 3. Performance Enhancements across Groups, Pagination and UI

Closed Groups acceptance by admins is now accessible from admin web, Pagination is improved in earnings and transactions reports with additional UI enhancements like Earnings Approval is now called Pending Approval and houses all pending approvals of incentives, commissions, performance reports and plan configurations.

## Upcoming Items:

1. **Simulation of plans-** Admins would be able to simulate their commission plans to better understand the payout, performance, ROI for future plans.
2. **Audit Trail for Approved Rewards-** A consolidated audit trail will be introduced for approved rewards for both multiple edits using file upload and single edits done manually.
3. **Optimized Connection Creation-** Provision to optimize the connections created in compass with the option to choose the desired columns and manage all columns after the connection is created.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Jan 2025
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/jan-2025

Catch up on everything Empuls’s sales incentive module shipped in January 2025, from new features to fixes.

At Compass, we're always looking to enhance ourselves with new features and enhancements. These are the list of features we have released:

## 1.Easily shuffle your most important columns in performance report for a quicker overview

Performance Reports often contain hundreds of columns and it becomes difficult to sort and manage the most important columns among them. A new provision in compass allows admins to pin and unpin columns for easier access and providing a quick overview.
​

<Frame>
  <img alt="Pinned and reordered key columns in a performance report" />
</Frame>

## 2. Ensure consistent and accurate achievements and rewards with the provision to set up approval flows for your Performance Reports in Compass

Admins can now setup custom approval flows for Plan Performance Reports in Compass which aids in consistent and accurate achievements and rewards.
This can be setup from the Plan Label as part of Plan Report Approval.
Approvers can also be added or removed after plan label setup.

<Frame>
  <img alt="Plan Report Approval setup within a Plan Label" />
</Frame>

<Frame>
  <img alt="Custom approval flow configured for Plan Performance Reports" />
</Frame>

<Frame>
  <img alt="Editing approvers on an existing Plan Label" />
</Frame>

## 3. Access any user's eligible transactions from the consolidated user performance tab

User's relevant transactions can be accessed from Consolidated User Performance tab- within each plan, this gives better understanding of a user's complete performance over all the plans they are a part of.

<Frame>
  <img alt="Eligible transactions for a user inside the Consolidated User Performance tab" />
</Frame>

<Frame>
  <img alt="Transactions drill-down within a specific plan for the selected user" />
</Frame>

## 4. Better viewing of reports with the freezing of column headers in reports in Compass

For all reports in the report tab along with transaction, earnings and data viewing tabs, the headers are now frozen, so users can understand the column data for longer reports.

<Frame>
  <img alt="Frozen column headers while scrolling a long Compass report" />
</Frame>

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Jan-Feb 2026
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/jan-feb-2026

See what's new in Empuls’s sales incentive module for January and February 2026: feature releases, improvements, and fixes.

Hi,

Our latest updates focus on removing the friction from your daily tasks, automating rejection loops and giving more control over how you visualize user data.

Here’s the breakdown of what’s new:

**1. Auto-mailer for campaign rejections**

Plan Creators automatically get notified the moment a campaign is rejected, not just approved. Pre-configured rejection email templates are sent instantly, so creators always know where things stand, without chasing approvers.

**Impact:** Eliminates back-and-forth communication and keeps your incentive workflows moving without manual follow-ups.

<Frame>
  <img alt="Auto-mailer notifying a plan creator about a rejected campaign" />
</Frame>

**2. Dynamic metric operations in user-wise reports**

User-wise reports can now go beyond static aggregations. Admins can build custom reports with dynamic operations between metrics, surfacing compound insights like ratios, deltas, and weighted performance scores across your entire team.

**Impact:** Get a complete, configurable picture of user performance, not just raw numbers, but the relationships between them.

<Frame>
  <img alt="User-wise report with dynamic operations between metrics" />
</Frame>

**3. Plan cloning retains custom plan labels**

When cloning a plan, platform now carries over the designated Plan Label — not the system default. No more manually re-searching and re-attaching labels after every clone operation.

**Impact:** Time-saver for enterprise teams managing a high volume of plans at scale.

<Frame>
  <img alt="Cloned plan retaining its original custom Plan Label" />
</Frame>

## Upcoming features:

⭐ **Role-Based Access for HR**

HRs will be able to control visibility of sensitive fields like CTC figures, keeping compensation data strictly on a need-to-know basis.

**⭐ Custom KPI Tiles with Expanded Criteria**

Build KPI tiles based on richer, more granular criteria to reflect real performance — giving managers sharper context at a glance.

## What’s next?

We’re already building the next wave of improvements to help your team scale. Have ideas on how we can improve? Email at [cs@xoxoday.com](mailto:cs@xoxoday.com)

**Best,**

**Team Xoxoday Compass**

|                                                                                   |
| --------------------------------------------------------------------------------- |
| Feedback or Questions: Reach out to us at [cs@xoxoday.com](mailto:cs@xoxoday.com) |


# Jan-Feb-March 2024
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/jan-feb-march-2024

Explore Empuls’s sales incentive module’s product updates for January through March 2024, covering new features and improvements.

At Compass, we're always looking to enhance ourselves with new features and enhancements. These are the list of features we have released to ensure that you can automate sales incentives/commissions calculations at scale, motivate sellers and make data-driven decisions with real-time insights.

## Here are the latest updates on Compass:

## **1.** Email alerts to sales reps on changes in calculation logic:

You can now send email notifications to specific users when new sales data is added to the existing plan, resulting in a change in the calculation logic. This will reduce the ambiguity of recalculation updates and give the sales team a more precise understanding.

## 2.New report filters showing active and inactive users:

We have now included a new report filter in the dashboard that provides the number of active users (Reps who have achieved a milestone within a period) and inactive users (Reps who haven't achieved any milestone).

<Frame>
  <img alt="Dashboard filter showing active and inactive user counts" />
</Frame>

## 3. Edit the existing plan instead of creating a new one every time:

You can now edit the plan elements like metrics, quota attainment rate, milestone criteria and more during the plan period rather than creating a new plan to make a small change. This reduces the implementation time by over 60%.

<Frame>
  <img alt="Editing metrics and milestones inside an active plan" />
</Frame>

<Frame>
  <img alt="Quota attainment and milestone criteria edited mid-plan" />
</Frame>

## 4. Build plans that cover over 200 KPIs against a single milestone:

We have increased the reward creation limit for a single milestone to nearly 200. This change will reduce the number of plans needed, as most rewards can now be included in a single plan. Consequently, this will decrease the overall implementation time and reduce the system load.

## 5. Threshold deviation on approvals:

We have enabled the admin/approver to show calculations for a pre-defined value or % deviation on each KPI and be able to view and select the earnings for approval accordingly.

<Frame>
  <img alt="Threshold deviation calculation shown for each KPI during approval" />
</Frame>

## 6. Multi-team approvals based on hierarchy:

You can now build plans for multiple teams under a single plan group and set up approvals for the payout as per the immediate hierarchy, including L1, L2, etc.

<Frame>
  <img alt="Multi-team payout approval hierarchy with L1 and L2 levels" />
</Frame>

## 7. Adding Participant Criteria for Data Refinement

We have made integration enhancements in pre-processing configuration settings with additional fields for data refinement, including participant criteria.

## Upcoming Features:​

* **Mobile App Enhancement:**

Launch of mobile app with enhanced UI/UX improvements and upgraded backend technology for increased speed and robustness.

* **Custom Filters and Report Comparison:**

The ability to save custom filters for reusability and the option to upload and compare reports for validation will reduce the time spent on data validation during implementation.

* **Query Support Across Event Tables:**

Enabling Query support across event tables for creating custom columns as well as entirely new data sets.

* **Cascaded Plan Display:**

The provision to display cascaded plans within the UI will offer consolidated visibility across plans in a tree-like structure, aiding in presenting both parent and child plans.

* **Transition to Spark Backend:**

Transitioning the backend technology to "Spark" as a framework for big data processing, aiming to reduce processing/calculation time and enhance system stability.

Stay tuned for more exciting updates as we continue to enhance the Compass experience for you and your organization!

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# July-August-September 2024
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/july-august-september-2024

See what's new in Empuls’s sales incentive module for July through September 2024: feature releases, improvements, and fixes.

At Compass, we're always looking to enhance ourselves with new features and enhancements. These are the list of features we have released to ensure that you can automate sales incentives/commissions calculations at scale, motivate sellers and make data-driven decisions with real-time insights.

# Here are the latest updates on Compass:

## Get a complete picture of payout details:

Track your users' payouts more efficiently with enhanced Payout Reports that now include user-specific data columns.

These reports provide a comprehensive view by combining user information with payout details, making it easier to identify discrepancies, verify payments, and ensure accuracy.

<Frame>
  <img alt="Payout Report with user-specific data columns combined with payout details" />
</Frame>

## Easier mapping of values to variables:

You can now edit mapping fields directly, allowing you to modify rows and update values easily. This flexibility streamlines the mapping process, giving you more control over your data.

<Frame>
  <img alt="Inline editing of mapping fields between variables and values" />
</Frame>

## Complexity Reduction across modules:

Experience a smoother process with reduced complexity across key areas, including Earnings Approval, reporting, dashboard views, user API interactions, and groups and escalations. This enhancement ensures a more intuitive experience and greater efficiency throughout your platform.

## Earnings Approval:

<Frame>
  <img alt="Simplified Earnings Approval workflow with reduced complexity" />
</Frame>

## Admin Dashboard:

<Frame>
  <img alt="Streamlined admin dashboard view with cleaner layout" />
</Frame>

## Escalations:

<Frame>
  <img alt="Updated escalations module with simpler controls" />
</Frame>

## Reports:

<Frame>
  <img alt="Reports module redesigned for easier navigation" />
</Frame>

This complexity reduction ensures that you can build sales commission or incentive plans faster than before and provide better transparency amidst the complexity in your plan structure.

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# November 2024
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/november-2024

Explore Empuls’s sales incentive module’s product updates for November 2024, covering new features and improvements.

At Compass, we're always looking to enhance ourselves with new features and enhancements. These are the list of features we have released:

1. ## Now create and combine complex joins in Compass with AND/OR condition

   Joins created in Compass can now be combined using And OR functionality which allows admins to create more complex joins. These can now capture more usecases and reduce the number of joins created in Compass.

   <img alt="Complex join in Compass combined with AND and OR conditions" />
2. ## Impersonate as users to validate their performance:

   Admins can now validate the user's performance on the mobile app by simulating the same in compass web, allowing admins to view the user's metrics, plans exactly how it appears in the mobile app for the end user. Admins cannot make any changes to the end user's performance as it is a view only access.

   <img alt="Admin impersonating an end user to view their mobile app metrics" />

   ​

   <img alt="Read-only view of the impersonated user's plans and performance" />
3. ## Clone and activate plans easily with freezing of transaction dates in plans:

   Plans can now be cloned and activated easily in compass as all relevant transaction dates are now shown in a drop down menu. Admins can easily add new dates or check which dates were earlier selected and retain the same configuration.

   <img alt="Transaction date dropdown shown when cloning and activating a plan" />
4. ## Choose your desired themes to be shown to your end users:

   Custom themes can now be set in compass with your desired themes and pictures. These will be visible to the end user on their mobile app within plans.

   <img alt="Custom theme configuration with admin-supplied images and colours" />

   <img alt="End-user mobile app plan view showing the selected custom theme" />

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# November 2025
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/november-2025

Catch up on everything Empuls’s sales incentive module shipped in November 2025, from new features to fixes.

Hi,

At Compass, we continually strive to enhance our product with new features and improvements. These are the list of features we have released:

## 1. Filter Active/Inactive Users in Performance Reports

Admins can now easily filter **active** or **inactive** users within performance reports for clearer insights.

**How to use it:**

* Go to **Performance Report** >> **Manage Columns**.
* Under **User Data**, scroll to find the **Status** column and select it.

This helps you quickly segment users and better understand performance metrics.

## 2. More Accurate Earnings Tracking

Earnings are now displayed based on the **month or period they were earned, not when they were approved.** This ensures more **accurate** payout tracking —especially useful when approvals are delayed.

Both **mobile app** and **web users** will now see earnings reflected according to the **plan completion date.**

## 3. Performance Enhancements with Dockerization

Internal **dockerization** improvements have made deployments faster and smoother — ensuring quicker release cycles and bug fixes for an even more stable experience.

## Upcoming features

* ⭐ **Role-Based Access Controls** Admins will soon have differentiated access based on unique user fields like **region, department,** and more.
* ⭐ **Incentive Payment Flags** Transactions will be automatically flagged to show whether **incentives have been paid or not,** helping admins track pending payouts effortlessly.


# October- 2024
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/october-2024

Explore Empuls’s sales incentive module’s product updates for October 2024, covering new features and improvements.

At Compass, we're always looking to enhance ourselves with new features and enhancements. These are the list of features we have released:

## Here are the latest updates on Compass:

1. ## Pin/ Unpin your important plans for easier access:

   From the many plans you are creating on compass, now you can mark and pin your most important plans to use them as templates for later use or for easier access to your most important plans.

   <img alt="Pin icon used to mark a plan as important on the Plans list" />

   ​

   <img alt="Pinned plans surfaced at the top of the Plans list for quick access" />

   ​
2. ## Now set desired display names for your Campaigns for displaying to your end users:

   Plans can now have display names for each. The default display name will be the plan name, admins can choose to have the a different display name for their chosen plans, these display names will be visible to the end users wherever they view their plans on compass web and mobile.
   ​

   <img alt="Custom display name field for a plan in Compass" />

   ​
3. ## Greater flexibility in designing plans with editable buffer dates:

   Buffer dates are now editable for plans and can take default values like zero which ensures greater flexibility while creating plans with the option to keep buffer dates as zero, ensuring that earnings are sent to approval or disbursed as soon as the plan ends.

   <img alt="Editable buffer date field with default value of zero in plan setup" />

   ##
4. ## Quickly create and identify plans based on user defined labels and removal of plan groups:

   You can quickly identify your plans with associated plan labels like SDR plans or SDR manager plans.
   Plans can be created quickly as plan groups are now removed and instead we have introduced Plan Labels. Plan labels now contain the approval hierarchy instead of plan groups hence the approval structures can now be re-used for multiple plans, reducing time and effort needed to create plans.
   ​

   <img alt="Plan Labels with reusable approval hierarchy replacing plan groups" />

<Info>
  Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# October 2025
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/october-2025

See what's new in Empuls’s sales incentive module for October 2025: feature releases, improvements, and fixes.

Hi,

At Xoxoday Compass, every new release is built to help revenue leaders accelerate growth, optimize performance, and hit their goals with confidence.

Here's what's new:

## 1. Smarter Approval Flows with Auto Mailers

Approvals just got more seamless. Admins can now add comments and key details, such as department names, categories, and month names, when submitting performance reports. Once submitted, an automated email is sent to the next approver with all required information and a call to action to continue the process.

This ensures faster turnaround and better visibility across teams.

<Frame>
  <img alt="Performance report submission with comments and auto-mailer to next approver" />
</Frame>

## 2. Clearer Approval Hierarchies for Performance Reports

Approvals are now easier to track and manage. The updated Performance Report view highlights the last approver’s name and status — pending, approved, or rejected. Admins can filter reports to quickly identify what’s waiting on their action versus someone else’s.

Less follow-up, faster approvals.

<Frame>
  <img alt="Performance report view highlighting last approver name and status" />
</Frame>

## 3. Seamless UPI Verification for Faster Redemptions

Getting paid should be simple — and now it is. Users can securely add and verify their UPI IDs before redemption, ensuring every payout lands in the correct account without delay. Once verified, their UPI ID is stored in the profile section, making future transactions effortless.

<Frame>
  <img alt="UPI ID verification flow before redemption with saved profile entry" />
</Frame>

## 4. Faster Reports and Logs

Data retrieval is now quicker and smoother. Thanks to backend performance boosts, reports across payouts, redemptions, logins, and more load significantly faster. Detailed logs can also be accessed and downloaded more quickly, helping teams work more efficiently.

## Upcoming features:

* ⭐ **Custom User-Level Reports:** Admins will soon be able to create custom reports that display aggregated values at the user level, enabling more targeted insights and decision-making.
* ⭐ **Role-Based Access Controls:** New role-based access settings will let admins define who can view or edit specific data fields. This gives teams more flexibility and ensures data is shared responsibly.


# September 2025
Source: https://help-empuls.xoxoday.com/admin/sales-incentive/updates/september-2025

Explore Empuls’s sales incentive module’s product updates for September 2025, covering new features and improvements.

At Compass, every update is designed to help revenue leaders accelerate growth, optimize performance, and hit targets with confidence:

## Gain Clearer, Compliant Revenue Insights

Stay on top of your revenue recognition with Compass’ new ASC 606 downloadable report. Access it easily under **Reports → Payout → ASC 606** and get a complete view of revenue recognized only when control of goods or services transfers to your customers.

The report is fully customizable. You can adjust the Benefit Period and Amortization Start Date to match your accounting needs, ensuring consistency, transparency, and alignment with global standards.

**Why it matters:** Spend less time reconciling numbers, stay audit-ready, and make confident, data-driven financial decisions.

## Adjust Rewards Quickly When Plans Change

Ensure your reward programs remain precise and fair, with the ability to implement clawbacks for completed plans. When creating a new plan, you can map it to a previously completed plan using the Start Clawback/Kickback option in the Plan Settings page.

Once mapped, Compass automatically calculates clawback or kickback amounts for each plan, giving you the option to approve or deny them. Admins can also manually trigger the process whenever needed.

**Why it matters:** Reduce administrative effort, maintain fairness in rewards, and keep your programs accurate without extra manual work.

## Get Faster Approvals for Your Key Metrics

KPI cards can now be included directly in **Performance Report Validation**, allowing approvers to review, comment, and approve both the cards and the overall performance report in one step.

**Why it matters:** Speed up the approval process, reduce back-and-forth, and ensure your most important KPIs are validated and recognized quickly.

## Manage All Approvals from One Place

All approver workflows are now centralized in the dedicated User Management module in Compass Settings. This lets you set up new workflows once, reuse them across multiple plans, and edit them easily whenever needed.

Workflows can be applied directly while creating or cloning a plan, saving time and reducing repetitive tasks.

**Why it matters:** Simplify your approval processes, reduce manual effort, and keep your team’s workflow consistent and efficient.

## Upcoming Features

* **Reward Selection Optimization** – Choose only the rewards you want your users to see. Unselected rewards will not be processed, significantly reducing calculation times and improving system performance.

* **Auto Mailer Functionality** – Performance report approvals will automatically trigger emails to the next pending approver. These emails provide a clear overview and help accelerate the approval process.


# Certifications
Source: https://help-empuls.xoxoday.com/admin/security/information-security

Review Empuls's security certifications, compliance frameworks, and third-party audit reports that validate our commitment to enterprise-grade data protection.

Empuls is built on the principle that securing your data is not optional — it is a core product requirement. Whether you are an HR administrator managing employee records or a program owner overseeing reward transactions, the security measures described here apply to every layer of the platform your organization uses.

## Certifications and compliance posture

Empuls holds **ISO/IEC 27001:2013** certification, which means an independent body has audited and verified that our Information Security Management System (ISMS) meets internationally recognized standards. The ISMS governs how we assess risk, apply controls, and protect the confidentiality, integrity, and availability of information at every level — from our codebase to physical infrastructure to people practices.

In addition to ISO 27001, Empuls complies with:

* **SOC 2** — independent attestation of our security, availability, and confidentiality controls
* **GDPR** — full compliance with the EU General Data Protection Regulation for customers with EU-based employees
* **EU–US Privacy Shield principles** — protecting the rights of EU residents whose data is transferred to the United States
* **PCI-DSS** — credit card payments are processed through PCI-compliant payment gateways (such as Stripe); Empuls never captures or stores raw card data directly

## Multi-tenant architecture and data isolation

Empuls operates as a SaaS platform with a multi-tenant architecture. Each customer organization is treated as a distinct tenant. Data isolation is enforced at the application and database layers so that one organization's data is never accessible to another. Encryption keys are managed at the client level, meaning your data is encrypted with keys specific to your organization.

## Data encryption

All data in transit between your employees' browsers or mobile apps and Empuls servers is encrypted using **HTTPS/TLS**. Data at rest — including your employee database — is stored in encrypted form. Data transferred via SFTP (for bulk employee data sync) is encrypted using PGP. Sensitive third-party service keys, such as payment gateway credentials, are stored in encrypted form in the database and are never exposed in logs or application responses.

## Physical and network security

Empuls is hosted exclusively on **Amazon Web Services (AWS)**. Empuls employees have no physical access to production servers. AWS data centres provide:

* Military-grade perimeter controls and 24/7 professional security staff
* Video surveillance and intrusion detection systems
* Built-in protection against Distributed Denial of Service (DDoS) attacks
* Protection against Man-in-the-Middle (MITM) attacks, port scanning, and packet sniffing by other tenants

Hosts within the Empuls infrastructure are segmented. Application requests are accepted only from the AWS Elastic Load Balancer (ELB), and database servers are accessible only from application servers — not from the public internet.

## Administrative access controls

Empuls enforces **two-factor authentication** for all privileged access. Permissions follow least-privilege principles, and every administrative action is logged and auditable. Changes to the platform are subject to a documented review process before they take effect.

## Application security practices

The Empuls application follows secure development standards:

* **Cross-site scripting (XSS)** — all user inputs are encoded on output to prevent injection attacks
* **Cross-site request forgery (CSRF)** — all POST requests validate a CSRF token before processing
* **SQL injection** — all database queries use prepared statements
* **Vulnerability scanning** — periodic vulnerability assessments and penetration testing are conducted using authorized third-party vendors; patches are applied promptly when vulnerabilities are discovered

## Data backup and redundancy

Empuls uses Amazon RDS for its database, configured in a Multi-AZ (Availability Zone) deployment. This means your data is automatically replicated across physically separate data centres. Automated backups run continuously with a retention period of up to 30 days, so recovery is possible even in the event of a localized failure.

## User management and bulk data operations

Administrators can manage employee accounts in bulk using CSV or XLSX uploads, making it straightforward to onboard, update, or deactivate users at scale. For organizations that need automated, recurring data sync, Empuls supports **SFTP-based data transfer** with PGP encryption — allowing your HRIS to push employee records securely without manual intervention.

## Monitoring and incident response

Empuls uses both internal and external monitoring services to track system behaviour in real time. Automated alerts notify the relevant teams via email and phone if anomalies are detected in request patterns, error rates, or access logs. Login and audit trail reports are available to administrators, capturing user activity including IP address, browser, operating system, and timestamp.

<Note>
  If you discover a security issue or have questions about Empuls's security posture, contact the support team at [**cs@xoxoday.com**](mailto:cs@xoxoday.com). We investigate all reported concerns and respond promptly.
</Note>


# Platform and data management
Source: https://help-empuls.xoxoday.com/admin/security/platform-data-faqs

Find answers to common questions about platform reliability and data security on Empuls, covering setup, permissions, and troubleshooting.

## Business Continuity

<AccordionGroup>
  <Accordion title="What happens if the Xoxoday employee engagement platform faces performance issues? How are critical functions handled in degraded mode?">
    The Xoxoday employee engagement solution is designed for high availability and resilience, leveraging multi-AZ (Availability Zone) architecture, containerized microservices, auto-scaling, and real-time monitoring to minimize service disruption. This ensures your rewards and recognition (R\&R) platform remains operational and reliable.

    In degraded mode:

    * Core functions prioritized: Users can continue accessing key features like employee recognition, reward redemption, and engagement surveys without interruption.
    * Background tasks queued: Non-critical processes such as batch jobs, reports, and analytics are paused and resumed once system resources are available.
    * Failover & scaling: Auto-failover and dynamic scaling manage sudden load spikes, while proactive alerts enable quick incident response.
  </Accordion>
</AccordionGroup>

## Data

<AccordionGroup>
  <Accordion title="How is historical data archived and purged, and what flexibility do customers have?">
    The Xoxoday employee engagement platform is GDPR-compliant and follows global data retention standards. System logs are archived after 7 days, while customer-specific data—like recognition history, engagement metrics, and surveys—is retained for the contract duration.

    Customers can request immediate purging at any time, including at contract termination, ensuring full control, flexibility, and compliance over historical employee engagement and recognition data. This approach safeguards data privacy while meeting organizational compliance needs.
  </Accordion>

  <Accordion title="How does Xoxoday prevent data loss during system failures, and does it have a disaster recovery plan?">
    The Xoxoday employee engagement platform ensures robust data protection with daily secure backups on AWS, replicating data across multiple servers for redundancy. It also features a tested Disaster Recovery Plan (DRP) and Business Continuity Plan (BCP), guaranteeing uninterrupted platform operations during system failures or unforeseen events.
  </Accordion>

  <Accordion title="Who from Xoxoday’s employee engagement solution team can access company data entered on the platform?">
    Access to company data within Xoxoday’s employee engagement solution is highly restricted to ensure data privacy and security. Only designated senior personnel — specifically the CTO and production heads — have access to the data entered on the platform. This controlled access structure ensures that sensitive information remains protected at all times.
    ​
  </Accordion>

  <Accordion title="How is customer data segregated?">
    The solution is delivered via a multi-tenant SaaS model. Each client's data is uniquely encrypted with a client-level encryption key. Customer data is secured through a multi-tenant SaaS architecture where each client’s data is logically segregated to ensure privacy and integrity. Data isolation is enforced using client-level encryption keys, ensuring that data belonging to one client cannot be accessed by another.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday store any personal data offsite or use offsite equipment?">
    Xoxoday does not maintain any offsite equipment. However, personal data collected to deliver services under the contract is securely stored on AWS servers located in the United States. AWS is responsible for data center monitoring and management, adhering to strict compliance controls. For more details on AWS data center security, visit: [https://aws.amazon.com/trust-center/data-center/our-controls/](https://aws.amazon.com/trust-center/data-center/our-controls/)
    ​
  </Accordion>

  <Accordion title="Can learning data from an LMS be transferred to Xoxoday?">
    The Xoxoday employee engagement platform does not directly import LMS data. However, it integrates via a Rewards SDK, embedding recognition and reward features within your LMS. This enables automatic rewards for learning milestones—like completed certifications, skill achievements, or training hours—seamlessly linking employee engagement with learning and development.
  </Accordion>

  <Accordion title="Can historical survey data be imported?">
    Yes. Xoxoday supports backend uploads of historical survey data via structured formats like CSV. The implementation team works with you to validate and match existing datasets to the platform’s data model, ensuring accurate migration of prior responses and insights.
    ​
  </Accordion>

  <Accordion title="Can data be exported to external BI tools?">
    Yes. Data can be exported in CSV, Excel, or JSON formats and integrated with tools like Tableau, Power BI, or Excel for deeper analysis, dashboard creation, and reporting.
    ​
  </Accordion>
</AccordionGroup>

## Global Capabilities

<AccordionGroup>
  <Accordion title="Is currency converted on the backend?">
    Yes, the currency conversion from the base currency to USD or vice-versa happens on the backend of the platform.
    ​
  </Accordion>

  <Accordion title="What are the critical success factors for effective global Rewards & Recognition (R&R) programs?">
    Successful global **R\&R programs** depend on several key factors that drive engagement, cultural alignment, and measurable results:

    * **Cultural Relevance & Localization**

      * Tailor recognition to regional preferences: public acknowledgment vs. private recognition.
      * Localize languages, currencies, and reward catalogs to enhance engagement.
      * Comply with local taxation and labor laws for seamless operations.
      * Align colors and brand elements with regional cultural expectations.
    * **Flexible & Scalable Technology**

      * Leverage cloud-based infrastructure for smooth deployment across diverse employee bases.
      * Integrate seamlessly with HRMS, payroll, and communication platforms.
      * Prioritize mobile accessibility for frontline and distributed teams.
      * Consider regional hosting and compliance requirements for faster rollout.
    * **Personalized & Meaningful Rewards**

      * Offer diverse rewards: gift cards, experiences, and donations tailored to local preferences.
      * Use AI-driven recommendations to personalize rewards based on engagement history.
      * Ensure inclusive recognition with both peer-to-peer and manager-led programs.
    * **Global Governance & Consistency**

      * Maintain standardized branding, messaging, and corporate values.
      * Implement fair yet regionally adaptable compensation structures.
      * Provide customizable permissions and approval workflows within compliance boundaries.
    * **Empower Regional Stakeholders**

      * Enable local HR and business leaders to manage programs and budgets effectively.
      * Tailor campaigns and rewards for regional relevance to drive participation.
      * Identify internal champions to ensure adoption and long-term program success.
    * **Compliance & Data Security**

      * Adhere to GDPR, SOC2, ISO 27001, and local data protection regulations.
      * Ensure secure transactions and fraud prevention to maintain trust.
    * **Strategic Alignment with Business Goals**

      * Align R\&R programs with company values and objectives for meaningful engagement.
      * Secure leadership buy-in and clearly communicate objectives to employees.
      * Prepare internal data and plans to accelerate go-live and adoption.
    * **Measurement & Continuous Improvement**

      * Use data-driven dashboards to monitor effectiveness, participation, and ROI.
      * Gather regular employee feedback and engagement surveys to refine initiatives.
      * Benchmark against industry standards for continuous improvement and competitiveness.
  </Accordion>
</AccordionGroup>

## Governance

<AccordionGroup>
  <Accordion title="Can the system provide an audit trail and support corrective actions?">
    Yes, Xoxoday’s employee engagement platform offers comprehensive audit trail capabilities. Activity logs capture all key updates and actions across the platform, including changes to configurations, rewards, nominations, and user access.

    These audit logs allow administrators to:

    * Review user activities for compliance, security, and operational transparency.
    * Verify and implement corrective actions, even if direct reversal through the UI is unavailable.
    * Generate system reports for internal or external audits, ensuring accountability and traceability.
  </Accordion>
</AccordionGroup>

## Migration Process​

<AccordionGroup>
  <Accordion title="What is the process and timeline for migrating historical reward allocation and redemption data, including taxation details?">
    Xoxoday offers a secure, audit-compliant migration process to help businesses transition smoothly from legacy R\&R systems.

    Steps include:

    * Account Setup: Configure reward policies, budget allocations, workflows, and HRMS/payroll integrations.
    * Employee Data Sync: Ensure employee profiles are accurately created for mapping old data.
    * Data Migration: Upload legacy recognition, point balances, and taxation tags using standardized CSV templates.
    * Validation: Perform multi-level data checks and reconciliation reports for finance/HR review.
    * Go-Live: Post-approval, the platform reflects historical data accurately in user dashboards.

      The overall process takes 2–4 weeks based on program complexity. Data migration itself is completed in under 4 hours.
      ​
      ​
      ​
      ​
      ​
      ​

    ​
    ​
  </Accordion>
</AccordionGroup>


# Privacy policy
Source: https://help-empuls.xoxoday.com/admin/security/privacy-policy

Read the Empuls privacy policy to understand how we collect, use, store, and protect personal data in compliance with GDPR and other applicable data protection regulations.

Empuls (operated by Nreach Online Services Private Limited) is committed to protecting the privacy of every person whose data passes through the platform — whether that is an HR administrator, a manager, or a frontline employee participating in a recognition program. This page summarizes the key practices described in the full Empuls Privacy Policy and explains what they mean for your organization in plain terms.

## Who this applies to

The Empuls Privacy Policy covers three groups of people:

* **Customer Companies** — organizations that subscribe to Empuls and configure the platform for their workforce
* **Employee Users** — individual employees of Customer Companies who use the app, website, or service
* **Potential Customers** — individuals visiting the Empuls website or requesting information about the service

## What data Empuls collects

### From Customer Companies

When your organization signs up or requests information, Empuls collects the contact details provided during that process: full name, email address, company name, and phone number.

### From Employee Users

Empuls collects HR information that your organization's HR department provides, which may include:

* Full name, email address, and phone number
* Department, reporting structure, and employment start date
* Birthday and active/inactive status

When employees use the platform, Empuls also collects activity data: survey responses, recognition actions, peer votes, and comments. Empuls uses Google Analytics and Freshdesk for tracking information such as email address, device ID, and IP address.

### Payment information

Payment and billing details are collected when your organization subscribes. Empuls does not store raw credit card numbers — all card payments are handled by PCI-compliant third-party payment processors such as Stripe.

### Technical and usage data

When anyone accesses Empuls, the platform automatically collects IP addresses, device identifiers, and usage statistics via server log files and cookies. Cookies are used to analyze usage patterns, personalize the experience, and manage service delivery.

## How Empuls uses your data

Empuls uses collected data to:

* Deliver, maintain, and improve the service your organization has configured
* Process recognition transactions and send related notifications
* Respond to support requests and resolve technical issues
* Send security alerts, product updates, and administrative messages
* Analyze engagement trends and personalize the employee experience

Empuls does **not** sell or rent personal data to third parties for their direct marketing purposes.

## Data sharing

Empuls may share data with:

* **Service vendors and contractors** (such as data hosting providers and email delivery services) — governed by Data Processing Addendums and, where applicable, EU Standard Contractual Clauses
* **Law enforcement or courts** — only when legally required or in good faith to protect legal rights and safety
* **Acquirers in a business transaction** — if Empuls is involved in a merger or acquisition, users are notified if their data will be subject to a different privacy policy

## Multi-tenant isolation

Empuls operates a multi-tenant architecture in which each Customer Company's data is isolated from all other tenants. Client-level encryption keys ensure that your organization's recognition data, employee records, and survey responses are never accessible to other organizations on the platform.

## Data retention

Empuls retains personal data only for as long as necessary to fulfill the purpose for which it was collected, or as required by applicable law. Once data is no longer needed, it is securely deleted or anonymized. Your organization's contract terms and the applicable retention policy govern specific timeframes.

## The Right to Be Forgotten

Employees have the right to request deletion of their personal data. To make a request, email [**legal-empuls@empuls.io**](mailto:legal-empuls@empuls.io) from the account in question. Upon verification, Empuls will process valid deletion requests in accordance with applicable data privacy laws.

Employees may also request:

* Access to their personal data
* Correction or rectification of inaccurate data
* Portability of their data
* Restriction of processing
* Objection to processing based on legitimate interests

## Children's data

Empuls services are not intended for anyone under 18. Empuls does not knowingly collect data from minors. If you believe a minor's data has been collected, contact [**legal-empuls@empuls.io**](mailto:legal-empuls@empuls.io) immediately.

## Compliance with global privacy regulations

Empuls's privacy practices are aligned with:

* **GDPR** (EU General Data Protection Regulation)
* **CCPA** (California Consumer Privacy Act)
* **UK Data Protection Act 2018**
* **Australia's Privacy Act 1988**
* **India's Digital Personal Data Protection Act 2023 (DPDP Act)**

California residents have specific rights under CCPA, including the right to know what categories of data have been collected, the right to request deletion, and the right to non-discrimination for exercising these rights.

## Policy updates

Empuls may update this privacy policy to reflect changes in legal requirements or business operations. Material changes are communicated by email (where applicable) or via a prominent notice on the platform.

<Note>
  For privacy questions, data subject requests, or to reach the Data Protection Officer, email [**cs@xoxoday.com**](mailto:cs@xoxoday.com). For grievances under India's DPDP Act, contact the designated Grievance Officer at the same address — complaints will be addressed within legally prescribed timelines.
</Note>


# AI policy
Source: https://help-empuls.xoxoday.com/admin/security/responsible-ai

Learn about Empuls's responsible AI principles, how AI features are built and governed, and the safeguards in place to ensure fair, transparent, and ethical AI use.

Xoxoday uses artificial intelligence across several Empuls features to help organizations run fairer, more consistent, and more effective employee engagement programs. This page explains the principles that govern how AI is designed and deployed, what protections are in place for your employees' data, and how administrators control AI usage within their organization.

## Guiding principles

Xoxoday's use of AI is governed by three foundational principles:

**Privacy by Design** — AI is architected with privacy embedded across all data flows and processing layers. Privacy protections are not added on top of AI features as an afterthought; they are built into the architecture from the start.

**Data Minimization** — AI processes only the minimum amount of data required to perform explicitly defined tasks. No data is collected or retained beyond what the feature needs.

**Enterprise Control and Accountability** — Your organization retains full control over whether and how AI is used within your Empuls environment. Admins can enable or disable AI features entirely, and disabling AI does not affect core platform functionality or data integrity.

## How AI is used in Empuls

### Writing assistance and award generation

The AI assistant, **Em**, helps employees and managers craft award citations, recognition messages, and milestone wishes. When you type a prompt, Em generates a suggested message aligned with your organizational values. This saves time and improves message quality — particularly for managers who want to recognize team members in a meaningful way but aren't sure how to phrase it.

### Content moderation

Em automatically scans recognition posts and comments for content that is unsafe, discriminatory, or inconsistent with workplace standards. Flagged content is surfaced for review before it appears on the social feed, helping maintain a respectful and inclusive environment without requiring constant manual moderation.

### Skill mapping

When employees receive recognition, Em analyzes the language in award citations and extracts demonstrated soft skills — such as adaptability, communication, leadership, and critical thinking. These insights are aggregated and visualized in skill reports, giving HR and managers a continuously updated view of workforce capabilities without relying on self-reporting or static assessments.

### Sentiment analysis in surveys

Em analyzes open-ended survey responses to identify recurring themes, emotional tone, and areas of concern. Rather than requiring HR teams to read thousands of individual responses, Em surfaces patterns and priority areas automatically. All analysis is performed on anonymized, aggregated data.

### Recognition gap detection and bias prevention

The AI engine monitors recognition patterns across your organization to identify employees who are consistently under-recognized, detect circular recognition patterns (where employees exchange awards with the same small group), and flag potential favoritism. Administrators receive reports on these patterns and can configure governance rules — in either Advisory mode (users are nudged but not blocked) or Restricted mode (the action is blocked) — to promote fair and equitable recognition.

### Predictive analytics

Em uses engagement and recognition data to forecast attrition risks, identify disengaged cohorts (such as new hires or remote employees), and surface recommendations for improving program effectiveness. These insights are presented in aggregated form to support HR strategy without profiling individual employees.

## Protection of personal data in AI workflows

All Personally Identifiable Information (PII) — including names, email addresses, employee IDs, and contact details — is removed or anonymized before any data interacts with AI systems. AI models in Empuls operate solely on non-identifiable, sanitized, context-only inputs.

Specific protections include:

* Your organization's data is **never used to train** public or shared AI models
* AI interactions are **transactional and non-retentive** — data is not stored by AI systems after the interaction concludes
* **No cross-tenant data sharing** occurs — one organization's data never informs AI outputs for another
* AI-generated insights are delivered in **aggregated or summarized formats** to minimize re-identification risk

Where Empuls uses external AI frameworks (such as OpenAI's APIs), only anonymized, non-identifiable inputs are transmitted. Data sharing is purpose-limited and ephemeral — the external service processes the request and the data is not retained.

## How admins control AI features

Administrators control AI usage through the platform's AI settings:

<Steps>
  <Step title="Access AI settings">
    Navigate to **Settings** > **AI Settings** in the admin console.
  </Step>

  <Step title="Enable or disable AI features">
    Toggle individual AI capabilities on or off. When AI is disabled at the organization level, no data is transmitted to AI systems.
  </Step>

  <Step title="Configure governance rules">
    Set recognition governance rules — such as reciprocity restrictions and duplicate recognition controls — in Advisory or Restricted mode depending on how strictly you want to enforce them.
  </Step>
</Steps>

AI settings are configurable by authorized administrators only. Changes take effect immediately and apply to all employees in your organization.

## Governance and human oversight

AI features in Empuls operate under role-based access controls. Human oversight is maintained for all AI-assisted outputs — Em's suggestions are starting points, not final decisions. Award citations generated by AI require a human to review and send them. Content flagged by moderation is reviewed before action is taken.

Xoxoday periodically reviews AI capabilities and controls to address evolving regulatory, security, and ethical requirements. New AI features undergo risk and governance assessment before release.

<Note>
  Questions about Empuls's AI practices? Reach out to the support team at [**cs@xoxoday.com**](mailto:cs@xoxoday.com).
</Note>


# Security settings
Source: https://help-empuls.xoxoday.com/admin/security/security-settings

Configure platform security settings in Empuls including IP whitelisting, two-factor authentication enforcement, data retention policies, and audit log access.

Security settings give Super Admins the controls needed to meet enterprise security requirements: password policies (length, complexity, expiry, reuse), multi-factor authentication, session timeout, IP allowlists, and login attempt rate limits. Tighten or loosen each setting to match your organization's risk profile.

Open security settings from your **Admin Hub → Platform Settings → Security**. The URL is a sub-page; navigation breadcrumb only.

## Before you start

* You must be a **Super Admin**.
* Some settings (IP allowlist, MFA enforcement) can lock users out if misconfigured. Test with a small admin group before applying org-wide.
* Coordinate password policy with your [SSO setup](/admin/user-authentication/sso-overview). If SSO is the only login method, password policy applies only to fallback admin accounts.

## Password policy

| Setting                          | Default      | Recommended                                           |
| -------------------------------- | ------------ | ----------------------------------------------------- |
| Minimum length                   | 8 characters | 12+ for sensitive orgs                                |
| Require uppercase                | Off          | On                                                    |
| Require lowercase                | Off          | On                                                    |
| Require digit                    | Off          | On                                                    |
| Require special character        | Off          | On                                                    |
| Password expiry                  | 90 days      | 90 days for non-SSO accounts; off if SSO is mandatory |
| Password history (prevent reuse) | Last 5       | Last 12 for sensitive orgs                            |
| Force reset on first login       | On           | Keep on                                               |

Apply changes from the **Password Policy** card. Existing passwords stay valid until expiry; the new policy applies to the next reset and to new accounts.

## Multi-factor authentication (MFA)

Empuls supports MFA via:

* **TOTP authenticator app** (Google Authenticator, Authy, 1Password)
* **Email OTP** (one-time code to the registered email)
* **SMS OTP** (one-time code to the registered mobile number, where configured)

Configure MFA from the **MFA** card:

<Steps>
  <Step title="Choose required MFA methods">
    Pick one or more methods. Users will be prompted to set up at least one on next sign-in.
  </Step>

  <Step title="Choose enforcement scope">
    * **All users**
    * **Admin users only**
    * **Specific roles** — e.g., Super Admins and Finance Admins
  </Step>

  <Step title="Set grace period">
    New users have a grace period (default 7 days) to enroll. After that, they can't access Empuls without completing MFA setup.
  </Step>

  <Step title="Save">
    Enforcement begins immediately.
  </Step>
</Steps>

For SSO users, MFA is typically enforced at the identity-provider level (Azure AD, Okta, Google Workspace). Empuls's MFA applies to direct logins only.

## Session timeout

Set how long an idle session stays valid before the user must re-authenticate:

* **Web** — 8 hours default; common values 1h (high-security), 4h, 8h, 24h
* **Mobile** — 30 days default; common values 7d, 14d, 30d
* **MS Teams / Slack** — Inherits the host app's session

Active sessions are not affected; the new timeout applies to new sign-ins. Force-logout all sessions from the **Sessions** sub-tab if you need to push the change immediately.

## IP allowlist

Restrict Empuls access to specific IP ranges (typically your VPN egress IPs):

<Steps>
  <Step title="Toggle IP allowlist on">
    A warning banner reminds you that this can lock out users not on the allowlist.
  </Step>

  <Step title="Add CIDR ranges">
    Use `203.0.113.0/24` format. Add a description for each range.
  </Step>

  <Step title="Test from outside the allowlist">
    Try to access Empuls from a non-allowlisted IP (e.g., your mobile data) — you should be blocked.
  </Step>

  <Step title="Save">
    Enforcement is immediate.
  </Step>
</Steps>

Configure a **bypass list** for break-glass accounts — accounts that can sign in even when blocked by the allowlist. Keep this list short (1–2 Super Admin accounts).

## Login attempt limits

Empuls automatically locks accounts after repeated failed login attempts:

* **Threshold** — Default 5 failed attempts in 15 minutes
* **Lockout duration** — Default 30 minutes; admins can unlock manually
* **Notification** — Failed attempts above the threshold notify the user and the security admin

Adjust threshold and duration to match your security policy.

## Audit log

Every security-settings change creates an audit-log entry. View the log from the **Audit** sub-tab. Each entry includes the actor, the setting changed, the old and new values, and timestamp.

## Limits and gotchas

* Locking yourself out via IP allowlist is recoverable only via support — keep a bypass account.
* MFA enrollment is per-user; admins can't pre-enroll on behalf of users.
* Session timeout changes don't affect already-authenticated sessions until they expire naturally.
* Password policy changes apply only to direct-login accounts. SSO-only orgs see no effect.

## Related

<CardGroup>
  <Card title="SSO overview" href="/admin/user-authentication/sso-overview">
    Federated identity that often supersedes Empuls password policy.
  </Card>

  <Card title="Access control" href="/admin/user-management/access-control">
    Pair with security settings for role-based hardening.
  </Card>

  <Card title="Manage employees" href="/admin/user-management/manage-employees">
    Unlock individual accounts when needed.
  </Card>
</CardGroup>


# Action plan
Source: https://help-empuls.xoxoday.com/admin/surveys/action-plan

Create and manage action plans in Empuls based on survey results, assign owners, set deadlines, track progress, and close the loop with employees on the changes being made.

## Action planning

Survey insights only create value when they lead to concrete improvements. The **Action Planning** feature lets you turn findings into tracked tasks.

### Creating an action plan task

<Steps>
  <Step title="Navigate to Action Plan">
    Go to **Surveys > Action Plan** from the left-hand navigation.
  </Step>

  <Step title="Create a new task">
    Click **Create Task** at the top-right corner.

    <Frame>
      <img alt="Create Task button at the top-right of the Action Plan page" />
    </Frame>
  </Step>

  <Step title="Fill in task details">
    Enter:

    * **Task heading** — a clear, concise title
    * **Description** — context and specifics for the task
    * **Tags** — for easier search and categorization
    * **Assign to** — select the responsible person from the dropdown
    * **ETA** — the expected completion date
  </Step>

  <Step title="Save">
    Click **Create**. The task appears in the Action Plan list.

    <Frame>
      <img alt="New task form with heading, description, tags, assignee, and ETA fields" />
    </Frame>
  </Step>
</Steps>

### Managing existing tasks

Click the **three-dot icon (⋮)** next to any task to:

* **Delete** the task permanently
* **Make a copy** to duplicate it with the same details
  <Frame>
    <img alt="Three-dot menu showing Delete and Make a copy options for an action plan task" />
  </Frame>

### Filtering action plans

Use the **filter icon** to filter tasks by:

* **Created at** — monthly, quarterly, weekly, or a custom date range
* **Status** — Pending, In Progress, or Completed
* **Assigned to** — filter by assignee
* **ETA** — filter by expected completion date

Click **Apply** to update the view.

<Frame>
  <img alt="Action plan filter panel with Created at, Status, Assigned to, and ETA options" />
</Frame>

### Tracking progress

The Action Plan section shows two views:

* **Assigned to me** — tasks assigned specifically to you
* **All** — all tasks created across the organization
  <Frame>
    <img alt="Action plan view tabs showing Assigned to me and All task lists" />
  </Frame>

Use these views to monitor accountability and ensure follow-through on survey-driven improvements.


# Create surveys
Source: https://help-empuls.xoxoday.com/admin/surveys/create-surveys

Learn how to create, configure, and launch custom surveys in Empuls, including setting up questions, scheduling, targeting specific employee segments, and enabling anonymous responses.

Empuls surveys let you collect structured feedback from employees at any point in the employee lifecycle or on any topic your organization cares about. This guide walks through every step of survey creation — from choosing a survey type and building your question set to configuring anonymity, selecting respondents, scheduling delivery, and sending reminders.

<Info>
  You need an **Admin** or **Survey Admin** role to create and manage surveys.
</Info>

## Survey types overview

Empuls offers four categories of surveys:

| Survey type           | Purpose                                          | Recommended cadence |
| --------------------- | ------------------------------------------------ | ------------------- |
| **eNPS**              | Measures employee loyalty with a single question | Quarterly           |
| **Pulse**             | 11–15 questions across engagement drivers        | Quarterly           |
| **Annual engagement** | Comprehensive 57-question deep-dive              | Annually            |
| **Lifecycle**         | Triggered at specific employee milestones        | Event-based         |
| **Custom**            | Fully flexible — built from scratch or templates | As needed           |

## Running an eNPS or pulse survey

<Steps>
  <Step title="Navigate to the survey module">
    Go to **Survey > Pulse and eNPS** and scroll to the **Employee Pulse Surveys** card. Here you'll see the default survey templates and any already-running campaigns.
  </Step>

  <Step title="Select a survey type">
    Choose either an **eNPS Survey** (single loyalty question) or a **Pulse Survey** (multi-question engagement assessment). Click **Get Started** on the template you want to run.
  </Step>

  <Step title="Run the survey">
    Click **Run Survey** at the top-right. From here you can adjust the survey period using the calendar, then proceed through the configuration steps below (Steps 7–10).
  </Step>
</Steps>

## Creating a custom pulse survey

If the standard templates don't fully meet your needs, you can build a custom pulse survey from scratch or extend an existing template.

<Steps>
  <Step title="Open Browse Templates">
    Navigate to **Survey > Pulse and eNPS**, then click **Browse Templates** at the top-right.

    <Frame>
      <img alt="Browse Templates button on the Pulse and eNPS surveys page" />
    </Frame>
  </Step>

  <Step title="Choose your starting point">
    * Select an existing template to customize, or
    * Click **Create from Scratch > Create Your Own Pulse Survey**
      <Frame>
        <img alt="Create from Scratch option to build a custom pulse survey" />
      </Frame>
  </Step>

  <Step title="Name your survey">
    Fill in the survey **name** and **purpose** so respondents understand why they're being asked to participate. Click **Continue**.

    <Frame>
      <img alt="Survey name and purpose form fields with Continue button" />
    </Frame>
  </Step>

  <Step title="Add questions">
    You have two options for building your question set:

    <Frame>
      <img alt="Question builder with Choose from Question Bank and Add Question options" />
    </Frame>

    **Option A — Question bank**: Click **Choose from Question Bank**. Browse or search the curated library, then click **Add to Survey** next to each question you want to include. Click **Back to Survey** when done.

    <Frame>
      <img alt="Question bank library with Add to Survey buttons next to each question" />
    </Frame>

    **Option B — Create custom questions**: Click **Add Question** and select a question type (see below). Fill in the question text, description, and settings, then click **Add**.

    <Frame>
      <img alt="Add custom question dialog with question type selector and settings" />
    </Frame>
  </Step>

  <Step title="Preview the survey">
    Click **Preview Survey** at the top of the screen to see how respondents will experience the survey. Review all questions before proceeding.
  </Step>

  <Step title="Click Continue">
    Once satisfied with your questions, click **Continue** to move to survey settings.

    <Frame>
      <img alt="Completed question list with Continue button to proceed to survey settings" />
    </Frame>
  </Step>

  <Step title="Configure survey settings">
    After building your question set, configure the survey-level settings.

    **Anonymity** — choose how to handle respondent identity:

    * **Keep this survey anonymous** — respondent identities are not collected or displayed in results.
    * **Collect user information** — respondent details are linked to their answers.

    <Note>
      Anonymous surveys typically produce more honest feedback. Consider using anonymity for pulse and eNPS surveys to increase response accuracy.
    </Note>

    **Report and graph display** — choose how survey results are visualized:

    * **Percentage of positive responses** — shows the proportion of favorable answers per question
    * **Average score given by respondents** — shows the mean rating across questions
  </Step>

  <Step title="Select respondents">
    You have three options for defining who receives the survey:

    * **Invite everyone** — select **Invite Everyone** to send the survey to all active users across the organization. This is the simplest option for company-wide surveys.
    * **Custom selection** — use filters or search to target a specific audience:
      1. Click the **pen icon** inside the respondent box.
      2. Click **Filters** and match a **field** (such as Department, Location, Business Unit, or Grade) to a **value** to define your audience.
      3. Optionally, add a condition based on **date of joining** by checking the box and entering the number of days.
    * **Specific email addresses** — paste or type the email addresses of the survey participants directly. Click **Save and Continue** when done.

    <Note>
      If you use metadata filters with a date-of-joining condition, your scheduling options are limited to **time** and **time zone** only (no specific send date).
    </Note>
  </Step>

  <Step title="Set scheduling and frequency">
    **One-time survey** — send the survey once, either immediately or at a scheduled date and time.

    * **Send now** — invites go out as soon as you click **Save**.
    * **Send later** — specify the **date**, **time**, and **time zone**. Click **Save**.

    **Recurring survey** — schedule the survey to run automatically at a defined interval. Select the **frequency**:

    | Frequency     | Configuration                                                       |
    | ------------- | ------------------------------------------------------------------- |
    | **Weekly**    | Choose the day of the week and time                                 |
    | **Monthly**   | Choose the day of the month and time                                |
    | **Bi-weekly** | Choose the first date; the second date auto-populates 14 days later |

    Set the **time zone** for all scheduled sends. Click **Save** to activate the recurring schedule.

    <Note>
      For bi-weekly surveys, the first survey run closes automatically before the second one begins. Configure how many days the invite remains open to control the survey window.
    </Note>

    **Setting reminders** — under **Set reminders for non-responders**, click the **Choose days for survey reminders** dropdown and select one or more days after the initial invite was sent (from **Day 1** to **Day 7**). Reminders are sent automatically to employees who haven't completed the survey on the days you select.

    You can select multiple reminder days — for example, Day 2 and Day 5 will send two reminders.
  </Step>

  <Step title="Send the survey">
    Once all configuration is complete, click **Send Invites**. Respondents receive an email invitation with a link to complete the survey.
  </Step>
</Steps>

## Question types

<AccordionGroup>
  <Accordion title="NPS">
    Employees rate the likelihood of recommending the organization on a scale of **0 to 10**. Responses are used to calculate your eNPS score.

    When adding an NPS question, fill in:

    * **Metric measured** — what you're evaluating
    * **Question** — the recommendation prompt
    * **Description** — optional context for respondents
  </Accordion>

  <Accordion title="Likert scale">
    Employees rate a statement on a customizable scale — typically **Strongly Disagree** to **Strongly Agree**, but you can define your own labels.

    * Minimum 2 options, maximum 10 options
    * Labels are fully editable — click inside a label to rename it
    * Option labels can include images (upload one image per label; if you upload for one, you must upload for all)
    * Enable a **"Not Applicable to Me"** option if some questions may not apply to all respondents
    * Optionally collect follow-up text feedback when a respondent gives a negative or neutral response

    Each Likert question can be linked to an **Engagement Driver** and **Dimension** for analytics reporting.
  </Accordion>

  <Accordion title="Text response">
    Employees write a free-text response of up to 1,000 words. Use this for open-ended feedback where you want qualitative detail.

    * Question text: up to 175 characters
    * Description: up to 1,000 characters
    * Mark as mandatory or optional
  </Accordion>

  <Accordion title="Short text">
    A shorter free-text input — ideal for quick comments or one-line answers.

    * Add the question and description
    * Check the box to make the question mandatory
  </Accordion>

  <Accordion title="Multiple choice">
    Employees select one answer from a list of defined options. Available in the custom survey builder when creating surveys from scratch.
  </Accordion>
</AccordionGroup>

## Managing surveys

After launching a survey, you can manage it from the survey dashboard.

| Action                    | How to access                                     |
| ------------------------- | ------------------------------------------------- |
| **Edit survey**           | Open the survey, click the **three-dot menu (⋮)** |
| **Share the survey link** | From the survey page, use the share link option   |
| **Stop the survey**       | Three-dot menu > **Stop the survey**              |
| **Duplicate**             | Three-dot menu > **Make a copy**                  |
| **Delete**                | Three-dot menu > **Delete the survey**            |
| **Change owner**          | Three-dot menu > **Change the owner**             |

## FAQs

<AccordionGroup>
  <Accordion title="Can I run both an eNPS and a pulse survey at the same time?">
    Yes. The eNPS and pulse surveys are separate templates and can be run independently or together.
  </Accordion>

  <Accordion title="How many questions can a pulse survey have?">
    The standard pulse template has 15–16 questions. Custom pulse surveys can include additional questions from the question bank or your own custom questions.
  </Accordion>

  <Accordion title="Can I change survey questions after sending?">
    No. Once a survey has been sent, the question set is locked to preserve data consistency. Duplicate the survey and edit the copy if you need to adjust questions for the next run.
  </Accordion>

  <Accordion title="What happens if fewer than 5 employees respond?">
    Results with fewer than 5 responses are displayed as "NA" in the analytics dashboard to protect respondent confidentiality.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="eNPS and pulse surveys" icon="chart-line" href="/admin/surveys/enps-pulse">
    Understand how eNPS scores are calculated and how pulse surveys measure engagement drivers.
  </Card>

  <Card title="Lifecycle surveys" icon="arrows-spin" href="/admin/surveys/lifecycle-surveys">
    Configure surveys for onboarding, exit, training, and other employee milestones.
  </Card>

  <Card title="Survey analytics" icon="chart-bar" href="/admin/surveys/survey-analytics">
    Interpret results, view heatmaps, track trends, and create action plans.
  </Card>
</CardGroup>


# Hygiene factors at work
Source: https://help-empuls.xoxoday.com/admin/surveys/drivers/hygiene-factors

Understand the hygiene-factors driver in Empuls’s engagement survey analysis, covering pay and work conditions.

Hygiene factors are foundational conditions that prevent dissatisfaction and enable engagement. Psychological safety and employee well-being are critical hygiene factors that organizations must establish before focusing on higher-level engagement drivers.

## Before You Begin

Understanding hygiene factors helps contextualize pulse survey results. If hygiene factors are weak, other engagement initiatives will have limited impact. Assess your organization's current state on psychological safety and well-being.

**Hygiene Factors:** A pristine culture is built with happy employees. Are there many factors influencing employee happiness? The hygiene dimension takes care of this. The hygiene dimension considers the following factors: how clear employees are about their role in the organisation, whether they feel financially secure, whether they feel safe, both physically and psychologically, and whether the organisation's structure and policies help them perform their best. When the hygiene conditions are taken care of, employees are more engaged and stay loyal to the firm. When even some hygiene factors are not in place, employee experience and engagement decrease. Employees are unmotivated, confused, uncomfortable, and even fearful about working for the organisation. This impacts not only employee retention but makes it challenging to attract new talent. To gain a holistic picture of the hygiene factors that influence employee engagement, it is essential to understand the first-dimension drivers that impact them (building blocks, as we call them).

They are:

* **Role Clarity:** Are employees aware about what their role entails, what is expected of them, and how they fit in the organization’s value chain?
* **Financial Safety:** Do employees feel financially secure? Are salaries and incentives paid on time? Are the compensation and benefits clearly communicated?
* **Physical Safety:** Does the employee feel physically safe and secure in the workplace?
* **Psychological Safety:** Does the employee feel a sense of freedom and ownership of the work they do? Is fear the driving force behind work? Are employees in a good mental space when they come to work?
* **Structure & Policies:** Do employees feel that the organization’s policies are meant to help them and make it easy for them to do their jobs?

To understand the impact of these first-dimension drivers on Hygiene Factors, a deeper analysis of the underlying factors impacting each of these first-dimension drivers is required. To facilitate this, The Empuls Pulse Survey model considers second dimension engagement drivers that influence each of the first dimensional drivers of every engagement driver.

**Role Clarity:**

According to [Deloitte Insights](https://www2.deloitte.com/us/en/insights/focus/industry-4-0/building-a-culture-of-responsibility.html): *“Role clarity is the extent to which individuals understand their areas of responsibility and the impact they can leave at the organization. Employees who experience strong role clarity are more likely to feel a sense of identification with the organization and may willingly invest more energy toward positive outcomes.”*

In the Empuls Pulse Survey, there are six second dimensional engagement drivers that impact Role Clarity. They are:

* Awareness of Competencies mapped (KSA)
* Possessing the right competencies (KSA)
* Alignment to competency level
* Clear sense of purpose
* Long term career
* Technology and tools

1.1. **Awareness of Competencies mapped (KSA): Do employees know what knowledge and skills are required to do their jobs effectively?**

Being aware of the knowledge and skills needed to do their jobs effectively makes employees feel responsible and take ownership of their work as they know what is required. It helps them use their knowledge and skills effectively and encourages them to upskill to succeed at work. Awareness of competencies is a second-dimension engagement driver in the Empuls Pulse survey, influencing the role clarity engagement driver.

**1.1.1. Best Practices to improve employee awareness of competencies:**

Plan: Induction training and clarification.

Do: During the induction, ensure that every employee is aware of their roles and adequately trained/knowledgeable. Create a training program that touches upon the essential requisites of the job. If a fresher or someone without the knowledge or skill is hired, the induction training should train them in the basics and set them on a path towards acquiring the skill or knowledge within a short, mutually agreed upon time frame.

Time: 2-4 weeks

Plan: Conduct a skill gap analysis and customise the skill gap training.

Do:

* Undertake a comprehensive skill gap analysis of your workforce by involving HR and managers.
* If possible, involve an external agency; otherwise, do it in-house.
* Use the analysis to deliver tailored training to help your employees improve.

These are recommendations for free online courses, which they can take and submit as proof of learning.

Time: 4-8 weeks

Plan: Conducting 1:1 role communication and feedback sessions.

Do: Arrange a 1:1 communication session for every employee to clarify their roles. Create a feedback mechanism where employees can receive regular feedback about their performance. This mechanism should also help employees clarify their doubts about their role, the gaps they face, and what they should learn or acquire to improve.

Time: \< 2 weeks to start

How to manage the above Plan and Do?

* HR and Managers should own this

* The initiatives should be a part of their KRA for the quarter - they should have metrics to measure performance.

How to communicate?

* Use internal communication channels to communicate the various initiatives undertaken to improve competencies awareness.
* Invite discussions on which competencies employees in each department need help with.

Measure:

* HR and Managers should seek 1:1 feedback after every initiative is implemented.

Act:

HR and Managers should use the feedback to improve the action plan.

**1.2. Possessing the Right Competencies (KSA): Do the employees feel they possess the knowledge and skills to do their jobs effectively?**

Awareness of the competencies required to perform a job is crucial. It is equally crucial for employees to feel they possess those requisite skills and knowledge. When they think so, they feel confident about performing at their best.

**1.2.1 Best practices to make employee feel they possess the proper knowledge and skills required to do their jobs effectively.**

**Plan:** Conduct Competency-based Interviews and training.

Do: Conduct periodic role-based competency-based interviews. These should be conducted during employment. The interview aims to ask questions/give assignments that help employees understand the nature of knowledge and skills required for the job, and their competence in these. Share the results with the individuals and create tailored training programs to help employees enhance their knowledge and skills based on the results. By making this a periodic event, employees will know that they must prepare for an upcoming interview and, hence, will invest time honing their skills and knowledge.

Time needed: 2-6 weeks

Plan: Conduct a Rapid Task Analysis (RTA) session for every role/function.

Do: Plan to conduct multiple RTA sessions across your organisation. The idea is to have an approach to identifying tasks related to every job and the related concepts required to do a job well and organise them meaningfully. Such a session will lead to mapping all the jobs with the skills and knowledge required. Document and publish this mapping so employees can self-evaluate their knowledge and skill levels.

Time needed: start within 2 weeks

Plan: Create Self-Help Guides (SHGs).

Do: Focus on creating SHGs to help employees access the necessary knowledge and skills easily. This exercise can follow the RTA initiative or be standalone if RTA is available for every role. The SHGs can be shared with the L\&D team during induction and after appraisals and published in the general repository.

Time needed: 2-4 weeks

Plan: Create a “M**anagers are Coaches”** program.

Do: Launch a program that helps managers become coaches. Make it a mandate for managers to spend time with their reportees and work 1:1 with them to assess and improve their core skills. Equip managers with the requisite resources to coach their team members. Provide training for managers on the GROW model:

* Help employees establish goals.
* Document the current reality.
* Explore options.
* Decide what they will do.

Time needed: \< 2 weeks to start

How to manage the above Plan and Do?

* HR and Managers should co-own the actionable items.
* It should be a part of their KRA for the quarter.

How to communicate?

* Use the group feature on Empuls to reach out to teams and the Townhall to announce these company-wide initiatives.
* Also, communicate using your internal mail and highlight the initiatives in the group newsletters.

Measure:

* HR and Managers should run a small survey to seek feedback after implementing every initiative.

* They should also give tests to employees, wherever applicable, to measure their performance and ask them to self-evaluate their understanding.

Act:

HR and Managers should use the feedback to improve the action plan.

**1.3. Alignment to competency levels: Do the employees feel that their competencies align with their jobs?**

Employee satisfaction is essential when one feels their job utilises one's competencies and contributes to the company's growth, providing a sense of fulfilment. In the Empuls Survey, it is considered a second-dimension engagement driver that impacts role clarity.

**1.3.1 Best practices to improve the employee alignment to their competency levels and hence company strategy.**

**Plan:** Create a one-page strategic plan (TOPS) for your company and communicate it.

Do: Get leadership involved in creating an easy-to-read TOPS which communicates the brand's vision, mission, and values. HR and managers should focus on sharing the TOPS and explaining to employees how their departments and teams contribute to it.

Time needed: 2-4 weeks to begin the exercise

**Plan:** Conduct a competency analysis that aligns with the company’s strategy.

Do: This is a simple exercise every team lead/manager can do with their reportees/teams. The team lead/manager should conduct a 3-hour workshop or 1:1 where the team lead/manager first lays down how the team's work aligns with the company’s strategy. They should then conduct a reflective exercise where each team member writes down what they do to contribute towards the team's efforts and match it with their skill sets. This exercise connects individual competencies, everyday tasks, and the company's strategy.

Time needed: \< 2 weeks

**Plan:** Create a knowledge repository of micro-lessons and other learning material for every team.

Do: Invite and invest in creating a knowledge repository to learn and understand the tools, skills, and knowledge required by every team. Employees can contribute to these repositories, and everyone in and across teams can benefit.

Time needed: 4-8 weeks.

How to manage the above Plan and Do?

HR and Managers should own the actionable insights, include them in their quarterly KRA and have metrics to measure their performance.

How to communicate?

Use the group feature on Empuls to reach out to team members for team-level conversations. Use the Empuls Town Hall to encourage discussions around Company Strategy.

**Measure:** HR and Managers should run a small survey and seek one-on-one feedback after implementing every initiative. After implementing the initiative, they should also ask employees to self-evaluate their alignment levels.

Act: HR and Managers should use the feedback to improve the action plan.

1.4. Clear sense of purpose: Do employees feel their work impacts the company and, hence, owns it?

Research by Prof Barry Schlenker from the University of Florida found that people with a strong sense of responsibility were more likely to commit to higher performance levels, persist longer, and have a greater ownership of the results. One of the key drivers of responsibility was a strong sense of identity, which gave rise to a sense of purpose. In the Empuls Survey, having a clear sense of purpose is a second-dimension engagement driver which impacts role clarity.

1.4.1 Best practices to help employees have a clear sense of purpose

Plan: Conduct “Connect the Dots” sessions.

Do: Everyone from the leadership team to department heads, team leads, and managers should hold “Connect the Dots” sessions as workshops. Some of the points to be covered include: -Communicate and clarify the company's plans

-How each department contributes to them

-Provide the teams with a larger picture.

-They should also elucidate how each team functions as a vital cog in the wheel

Time needed: 2-4 weeks

**Plan:** Conduct an answer-the-why series.

Do: The leadership should focus on running a series of discussions and conversations about "why" the company is doing what it is doing. They should seek to converse and clarify the organisation's purpose. This can even be a regular feature of an AMA.

Time needed: \<2 weeks to begin.

**Plan:** Enable collaborations and training.

Do: HR and Managers should involve senior and high-performing staff collaborating and mentoring junior employees on essential, functional, and soft skills. Making this an inter-departmental affair fosters better transparency and communication and indirectly instils a sense of purpose for working towards a larger goal as a team.

Time needed: 2-6 weeks to begin

**How to manage the above Plan and Do?**

The Leadership team and HR should co-own the actionable insights. It should be a part of their monthly goals and be communicated across the teams.

**How to communicate?**

Announce the creation and running of the chosen initiative on company mail and Empuls. Keep adding any valuable insights obtained through the process.

**Measure:** Seek individual feedback to note what is going well and what is not.

Act: The Leadership team and HR should use the feedback to improve the action plan.

**1.5. Long term career outlook: Do your employees plan to have a long career in your organisation?**

The long-term outlook is a second-dimension driver that illuminates where the organisation features in an employee's career plan. Engaged employees are also loyal and long-term employees. Therefore, enabling an ecosystem that makes employees keep the organisation as part of their long-term career plan is essential for a good eNPS score.

**1.5.1 Best Practices to Impact long term career outlook of Employees**

**Plan:** Initiate sessions on heart-to-heart conversations on individual growth paths.

Do: The onus is on the management and managers to help employees know how much they can grow and how far they can go in the organisation. The leadership should train the managers to conduct a 1:1 exercise to let every employee know how and where they can grow by discussing the career paths available in the organisation. The managers must seek to understand their aspirations and discuss how the organisation can help set them on the path to achieving them.

Time needed: 4 weeks

**Plan:** Create and offer comprehensive benefits.

Do: The leadership should create a benefits package that aligns with the times and surpasses the compensation. Work flexibility, medical benefits, generous leave policies, and attractive performance-based bonuses are some components that should be added.

Time needed: 2-4 weeks

**Plan:** AMAs connect long-term employees with others.

Do: Conduct AMAs where long-term employees who have grown in the company can talk and answer questions about their growth within the company. Invite other employees to join and participate in these AMAs. Long-term employees can cover some points: When did they join your organisation, and at what role? How have they grown- elucidating on each milestone. How did the growth happen, and how did they plan for it? Tips for others to plan their career path within the organisation.

Time needed: \< 2 weeks to begin

**How to manage the above Plan and Do?**

The Leadership team and Managers should have actionable insights. It should be a part of their monthly goals and be communicated across the teams.

**How to communicate?**

Announce the creation and running of the chosen initiative on company mail and on Empuls. Keep adding any valuable insights obtained through the process.

**Measure:** Seek individual feedback to note what is going well and what is not.

Act: The Leadership team and Managers should use the feedback to improve the action plan.

**1.6. Knowledge of Tools and Technology: Do the employees feel they have the tools and technologies to do their work efficiently?**

According to SHRM, employee experience intersects three factors: corporate culture, the technology ecosystem, and the physical workspace. The technology ecosystem comprises all the apps, software, e-learning tools, social intranets, inter-office communication tools, and the design and user experience of using this tech ecosystem. In the Empuls Survey, Knowledge of Tools and Technology is a second-dimension engagement driver that impacts role clarity.

**1.6.1 Best practices to improve knowledge of Tools and Technology**

Plan: Provide Tools and Technology Training Sessions

Do: During induction and as a regular quarterly feature, involve the tech team in training the employees on all the tools and software used by the organisation and the individual teams. This will help the employees learn, understand, and refresh their knowledge about the various technologies and tools used. Also, a doubt-clearing session should be incorporated at the end to help employees clarify their doubts.

Time needed: \< 2 weeks

**Plan:** Invest in integrated cloud-based solutions.

Do: The leadership should work with the tech team to identify and implement the most appropriate integrated cloud-based solutions. This would ensure everyone's tech needs are satisfied with one workspace solution without downloading multiple software and tools.

Time needed: >4 weeks to begin

Plan: Conduct a Tools and Tech Audit

Do: With help from the tech team, HR should do a team-wise and employee-wise audit and feedback session to understand the hits and misses w\.r.t using the current tech ecosystem. These sessions should also serve as an AMA to clarify doubts regarding the existing tech ecosystem.

Time needed: 2-4 weeks

**How to manage the above Plan and Do?**

The Tech team is the primary owner here. The Leadership and HR should work with the Tech teams to own actionable insights. The Tech team should set the goals as part of the KRAs and have metrics to measure performance.

**How to communicate?**

The tech team should contact teams by mail and Empuls to explain the objective behind undertaking an initiative.

**Measure:** Seek individual feedback to improve the tech ecosystem.

Act: The Tech team should use the feedback to improve the action plan.

**1.7. Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

**Insight:** A majority of your employees need role clarity.

To improve awareness of competencies:

* One on one Role communication and feedback

To improve how employees feel that they possess the proper knowledge and skills required to do their jobs effectively

* Conduct a Rapid Task Analysis (RTA) session for every role/function
* Managers are Coaches program

To improve how employees feel that their competencies are aligned with the jobs they do:

* Competency Analysis in line with company strategy.

To improve the employees sense of purpose:

* Answer the why

To improve the long-term career outlook of employees:

* Connect long-term employees with others

To improve the knowledge of tools and technology:

* Provide Tools and Technology Training.

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last three pulse runs.**

Insight: While more than 50% of your employees have role clarity, there is a negative trend, which is at risk of becoming a weakness.

To improve awareness of competencies:

* Induction Training and clarification
* One on one Role communication and feedback

To improve employees' feeling that they possess the proper knowledge and skills required to effectively do their jobs

* Create Self Help Guides (SHGs) based on the RTA document.

To improve how employees feel that their competencies are aligned with the jobs they do:

* Create and communicate a one-page strategic plan (TOPS) for your company.

To improve the employees' sense of purpose:

* Conduct connects the dots sessions.

To improve the long-term career outlook of employees:

* Offer comprehensive benefits.

To improve the knowledge of tools and technology

* Conduct a Tools and Tech Audit.

Overall: Focus on communicating about the actions taken.

**Acceptable: Score between 3 and 4, showing no change in the last three pulse runs**

**Insight:** More than 50% of your employees have role clarity; however, this has yet to improve.

To improve awareness of competencies:

* Skill Gaps Analysis and Skill Gap Training

To improve how employees feel that they possess the right knowledge and skills required to do their jobs effectively:

* Competency-Based Interviews and Training Create Self Help Guides (SHGs) based on the RTA document

To improve how employees feel that their competencies align with their jobs.

* Do: Create a knowledge repository of micro-lessons and other learning material for every team.

To improve the employee's sense of purpose:

* Enable collaborations and training.

To improve the long-term career outlook of employees:

* Heart-to-heart conversations on individual growth paths.

Invest in integrated cloud-based solutions to improve the knowledge of tools and technology.

Overall: Focus on communicating about the actions taken

**Improving: Score between 3 and 4, showing an increasing trend.**

Insight: More than 50% of your employees have role clarity, and there is a growing trend in this sentiment. Work on converting this to a strength.

Continue doing what you are doing and use the Good Practices document to incorporate new initiatives to turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4.**

Insight: More than 80% of your employees have role clarity. This is an area of strength for your organisation. Keep up the good work!

Continue doing what you are doing, document your actions, and share them with us. Also, use the Good Practices document to incorporate new initiatives to ensure that this second-dimensional engagement driver remains a strength.

**2. Financial Safety:**

According to extensive research by The Josh Bersin Company, financial fitness is essential to a healthy organisational framework. Financial fitness encompasses complete aspects of compensation and benefits. A healthy organisation is one where holistic employee well-being is enabled; here, financial safety plays an important role. With the assurance of economic safety, employees would be confident, reassured, and able to work productively. It would also lead to attrition and difficulty in attracting fresh talent.

In the Empuls Pulse Survey, two second-dimensional engagement drivers impact an organisation's financial safety. They are

* Compensation

* Benefits

**2.1. Compensation: Do the employees feel that they are fairly compensated for the work they do?**

When employees are compensated, that is, they feel their pay is in line with their skills, experience, and work, they are more engaged and productive at work. According to one of SHRM's research, better pay is one of the top three criteria for job satisfaction.

**2.1.1. Best Practices to improve employee opinion on their compensation:**

**Plan:** Conduct a comparison exercise and bring pay to existing industry standards.

Do: Conduct a comparison exercise to compare and contrast your organisation's existing pay scales to industry benchmarks. Make a note wherever the difference is more than 10% in either direction. Take steps to bring every pay scale to par with the industry benchmarks. Communicate this decision to all your employees. Also, focus on highlighting pay scales that exceed industry standards.

Time: 2-4 weeks

**Plan:** Re-architect your pay scales.

Do: Revamp your pay scale structure by adding multiple layers, incentivising performance by compensating it at every level. Every designation should have compensations that meet the industry benchmarks and various performance milestone-based variable pay, making the role attractive and remunerative!

Time: 4-8 weeks

**Plan: Host 1:1 AMAs on compensation to conduct an as-is analysis**

Do: In collaboration with the HR and Managers, the leadership team should hold individual AMAs with employees to clarify their doubts about their compensations and get feedback on their thoughts on the existing compensation structures. The AMAs should also include employee questions that the management can answer. They should also seek ideas from the employees to improve the compensation structure.

Time: \< 2 weeks to start

**How to manage the above Plan and Do?**

The Leadership team and HR should own this. It should be a part of their KRA for the quarter and have metrics to measure performance.

**How to communicate?**

Send personal emails to every employee to communicate about the initiatives undertaken. Use Empuls to start conversations around compensation policies.

**Measure:** The Leadership team and HR should seek 1:1 feedback on the initiatives taken around compensation.

Act: Use the feedback to improve on the action plan.

**2.2. Benefits: Are the employees satisfied with their current benefits structure?**

Benefits are non-wage compensations that are offered to employees. They can be both financial and non-financial in nature. A good benefits program helps boost employee morale. According to one of SHRM's research, the benefits offered are among the top three criteria for job satisfaction. In the Empuls Pulse Survey, Benefits are a second-dimension engagement driver.

**2.2.1. Best Practices to improve employee opinion on the benefits offered:**

**Plan:** Reassess and improve employee well-being benefits offered.

Do: In these pandemic times, employee well-being has taken greater precedence over everything else. Companies focusing on employee well-being are thriving. Show your employees that you care and improve the well-being benefits that you offer. Research the different wellness benefits offered in your industry. Add whatever is missing in your benefits packages and add some more to make your employees happier.

Time: 4-8 weeks

**Plan:** Initiate a move towards a total rewards package.

Do: Revamp your existing pay package and move towards a total rewards strategy encompassing compensation, benefits, perks, rewards, and recognition, all of which are above industry standards. Create a plan for achieving this and start incorporating the plan in stages.

Time: 8-12 weeks

**Plan:** Pick a tailored perks and benefit plan.

Do: Create a bucket list of benefits from which your employees can choose what is relevant to them. For example, you can allow employees to choose from paid vacations or fertility treatments under medical coverage to help them tailor their benefits plans. While this will only entail a bit of additional cash outflow for you, it will empower your employees to choose the benefits that make the most sense.

Time: \< 2 weeks to start

**How to manage the above Plan and Do?**

* The Leadership team and HR should own this.

* The leadership should work on the financial and policy aspects of these initiatives.

* HR should focus on research and implementation.

* It will be an endeavour that will require a quarter to implement.

**How to communicate?**

Send personal emails to every employee to communicate regarding the initiatives undertaken. Use Empuls to start conversations around what personalised benefits each employee would like.

**Measure:** The Leadership team and HR should seek one-on-one feedback on the initiatives taken around compensation.

Act: Use the feedback to improve on the action plan.

**2.3. Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

**Insight:** Most of your employees need to feel more financially secure.

To improve employee opinion on their compensation:

* Host one-on-one AMAs on compensation to conduct an as-is analysis
* Compare and bring pay to existing industry standards

To improve employee opinion on the benefits offered: Pick a tailored perk and benefit plan.

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs**

Insight: While more than 50% of your employees feel financially secure, there is a negative trend at risk of becoming a weakness.

To improve employee opinion on their compensation:

* Re-architect your pay scales
* Compare and bring pay to existing industry standards

To improve employee opinion on the benefits offered, Pick a tailored perk and benefit plan. Reassess and improve on the employee well-being benefits provided.

Overall: Focus on communicating about the actions taken.

**Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs**

Insight: More than 50% of your employees feel financially secure; however, this has yet to improve.

To improve employee opinion on their compensation:

* Re-architect your pay scales
* Compare and bring pay to existing industry standards

To improve employee opinion on the benefits offered:

* Moving towards a total rewards package.
* Reassess and improve on the employee well-being benefits provided.

Overall: Focus on communicating about the actions taken

**Improving: Score between 3 and 4, showing an increasing trend**.

Insight: More than 50% of your employees are feeling financially secure, and there is an increasing trend in this sentiment. Work on converting this to a strength.

Continue doing what you are doing and use the Good Practices document to incorporate new initiatives to turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4.**

Insight: More than 80% of your employees feel financially secure, which is an area of strength for your organisation. Keep up the good work!

Continue doing what you are doing, document your actions, and share them with us. Also, use the Good Practices document to incorporate new initiatives to ensure that this second-dimensional engagement driver remains a strength.

**3. Physical Safety:**

According to SHRM, employee experience intersects three factors: corporate culture, the technology ecosystem, and the physical workspace. The physical workspace includes all the places (and their environments) that an employee has access to work from: the physical office, including lounges/cafes/workstations, home office/remote offices (more so during pandemic times), and artwork/showpieces; and safety within the workplace. Further research by SHRM shows that workplaces focused on employee experience have four times higher average profits and twice as much average revenues as organisations that don't.

In the Empuls Pulse Survey, two-second dimensional engagement drivers impact the Physical Safety of an organisation. They are:

* Workplace bullying and
* harassment Facilities

**3.1. Workplace bullying and harassment: How safe do your employees feel at the workplace (both online and offline)?**

Workplace safety is essential for employees working in peace. Understanding if there is a threat to workplace safety is important for organisations to be able to take rapid actions and ensure that the working environment is amiable to work. In the Empuls Pulse Survey, workplace safety is a second dimension engagement driver that is a part of the Hygiene factors.

**3.1.1. Best Practices to prevent and eliminate workplace bullying and harassment:**

**Plan:** Make POSH training compulsory.

Do: Make completion of POSH training compulsory and ensure that everyone undergoes it and is tested on their understanding.

Time: \<2 weeks to begin

**Plan:** Create and Conduct Diversity, Inclusion, Workplace Harassment, and Workplace Bullying Training Programs.

Do: Create periodic training programs to educate and sensitise employees on diversity, inclusion, workplace harassment, and workplace bullying. Conduct these programs in a phased manner and test understanding. The training should include role-plays and answer questions. These sessions should also be conducted periodically.

Time: 4-8 weeks

**Plan:** Create an anti-harassment and anti-bullying committee.

Do: Create a committee to prevent and handle complaints regarding harassment and bullying. Ensure the committee members are a heterogeneous mix. The committee's policies, functioning, and how it handles complaints should be documented and published to establish transparency. The committee should also establish a process for employees to reach out for redressal.

Time: 2-4 weeks to start

**How to manage the above Plan and Do?**

The HR department should own this and collaborate with all the employees to set up various initiatives.

**How to communicate?**

Send frequent personal emails to every employee to understand if they have been bullied or harassed Use Empuls to start conversations around workplace bullying and harassment. The leadership should periodically communicate the anti-bullying and anti-harassment stance.

Measure: The leadership team and HR should seek one-on-one feedback on implementing initiatives to prevent harassment and bullying.

Act: Use the feedback to improve on the action plan.

**3.2. Facilities: How comfortable are the physical working conditions for your employees?**

Comfortable physical working conditions are essential for employees to work productively. In the Empuls Pulse Survey, facilities are a second-dimension engagement driver that is part of the Hygiene factors.

**3.2.1. Best Practices to improve physical working conditions:**

**Plan:** Conduct periodic As-is surveys.

Do: Periodically understanding how the current physical working conditions are is important to work towards making them better. Run a survey to understand the present workspace for your employees (covering remote and hybrid working conditions). Questions should include: the physical comfort, the lighting, and the work environment conditions. These questions can provide insights, especially in a remote workforce, to help organisations improve their working conditions.

Time: 2 weeks

**Plan: Make Investments for Remote Workspaces**

Do: Based on the feedback from the as-is survey, offer various packages aimed at improving your employees' physical workspaces. These packages can be customised based on your working style and current finances. The packages could include work-from-home allowances, investments in ergonomic furniture, or payments for remote co-working spaces.

Time: 2-4 weeks

**Plan:** Educate and protect against workplace hazards, especially in manufacturing and production firms.

Do: Educate your employees on workplace hazards and equip them with the requisite protection. These include fire drills, safety equipment training, etc. Such educational training should be conducted periodically to be abreast with the latest best practices.

Time: 4-6 weeks

**How to manage the above Plan and Do?**

The HR department should own this and collaborate with all the employees to set up various initiatives.

**How to communicate?**

Send individual communications to participate in the knowledge-gathering and sharing initiatives.

Measure:

HR should seek one-on-one feedback on initiatives to improve the facilities.

Act: Use the feedback to improve on the action plan.

**3.3. Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

**Insight:** Most of your employees are not feeling physically safe.

To prevent and eliminate workplace bullying and harassment:

* Make POSH training compulsory

To improve physical working conditions

* As-is survey Overall

* Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs**

**Insight:** While more than 50% of your employees feel physically safe, a negative trend is at risk of becoming a weakness.

To prevent and eliminate workplace bullying and harassment:

* Make POSH training compulsory.
* Create anti-harassment and anti-bullying committees.

To improve physical working conditions

* Investments in Remote Workspaces Educate and protect against workplace hazards, especially in manufacturing and production firm

Overall:

* Focus on communicating about the actions taken

**Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs**

Insight: More than 50% of your employees feel financially secure; however, this has yet to improve.

To prevent and eliminate workplace bullying and harassment:

* Make POSH training compulsory
* Create and Conduct Diversity, Inclusion, Workplace Harassment and Workplace Bullying Training Programs

To improve physical working conditions Investments in Remote Workspaces Educate and protect against workplace hazards, especially in manufacturing and production firm.

Overall: Focus on communicating about the actions taken.

**Improving: Score between 3 and 4, showing an increasing trend.**

Insight: More than 50% of your employees are feeling physically safe, and there is an increasing trend in this sentiment. Work on converting this to a strength.

Continue doing what you are doing and use the Good Practices document to incorporate new initiatives to turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4 Insight:**

More than 80% of your employees feel physically safe, which is an area of strength for your organisation. Keep up the good work!

Continue doing what you are doing, document your actions, and share them with us. Also, use the Good Practices document to incorporate new initiatives to ensure that this second-dimensional engagement driver remains a strength.

**4.Psychological Safety:**

According to Amy Edmondson, Novartis Professor of Leadership and Management at Harvard Business School, in her book The Fearless Organisation: Creating Psychological Safety in the Workplace for Learning, innovation and growth (2018), psychological safety feel safe enough to ask questions, share concerns, take risks, and explore ideas without worrying about the loss of a job or promotions. Psychological safety also leads to feeling motivated to work and having a sense of accomplishment at work. It is an essential factor that impacts the eNPS.

In the Empuls Pulse Survey, four-second dimensional engagement drivers impact the Psychological Safety of an organisation. They are Work-life balance, Professional accomplishment, Feeling motivated, Job security

**4.1. Work-life balance: What do your employees feel about the work-life balance that your organisation offers?**

Work-life balance is important for people to feel happy and stay in their jobs. In fact, one of the reasons behind the Great Resignations has been a poor work-life balance during the pandemic. In the Empuls Pulse Survey, work-life balance is a second-dimension engagement driver that is part of the Hygiene factors.

**4.1.1. Best Practices to improve the work-life balance in your organisation:**

**Plan:** Introduce Mandatory Time-offs.

Do: Every organisation provides at least a minimum number of PTOs. Yet not all employees proactively use them to recharge and rejuvenate. Implement a mandatory time-off policy where every employee must take a minimum set of days off every year. It can be done periodically, and the HRMS can be scheduled to remind the employee.

Time: 1 week

**Plan:** Offer Compensatory Time-offs.

Do: Implement a compensatory time-off policy that compensates employees for working on a non-working day. Make it flexible to combine with weekends or PTOs so your employees can get a more extended break.

Time: 1 week

Plan: Avoid mailing during weekends and holidays

Do: Create a company-wide policy where bosses and managers are trained to avoid mailing their reportees during the weekends and on holidays. Such mail can cause stress in employees and is best avoided.

Time: 1 week

**Plan:** Conduct training on time management.

Do: Involve senior managers and leaders in quick 45-minute training sessions on time management. Such sessions should be interspersed with work examples to help employees manage their work better and not work beyond the stipulated hours.

Time: 2-4 weeks

**Plan:** Automate relevant processes.

Do: Wherever possible, automate redundant and repetitive tasks to ensure that your employees are involved in only meaningful work. This initiative would require managers, the tech team, and HR first to identify the redundant and repetitive tasks every team performs. Once this list is created, they can ideate to find the most suitable way to automate. There should be at least one champion who oversees the implementation and the adoption of the automation.

Time: 4-8 weeks

**Plan:** Conduct regular check-ins.

Do: HR should regularly check in with employees to ensure they are calm. These check-ins can be 1:1 and through surveys to understand how the employee is feeling.

Time: 3-6 weeks

**Plan:** Create an employee assistance program (EAP).

Do: Having an employee assistance program is a great way to let employees know that you care about their well-being beyond the office. Set up a committee to help create and run EAP. The aim of the EAP is to help employees in situations unrelated to work and working conditions. The committee members should periodically send updates, create a process for their operations, and communicate how they help employees address their problems.

Time: 4-8 weeks

**How to manage the above Plan and Do?**

The HR should co-own the initiatives with the leadership and management

* Many of these initiatives can be implemented simultaneously
* The initiatives should be a part of the KRA of the HR and leadership.

**How to communicate?**

Send individual emails as well as announce on Empuls.

**Measure:** HR should send a survey/feedback form to get insights on initiatives to improve the facilities.

Act: HR and leadership should then use the feedback to improve the action plan.

**4.2. Professional accomplishment: Measuring employees' sense of achievement at work.**

Feeling a sense of accomplishment at work is important as it acts as intrinsic motivation to work better. Motivated employees are more engaged and, hence, more productive. Professional accomplishment is a second-dimension engagement driver in the Empuls Pulse survey.

**4.2.1. Best Practices to improve the feeling of professional accomplishment in your employees:**

**Plan:** Train on setting SMART goals.

Do: Conduct goal-setting training sessions for your employees. A senior HR or manager can conduct these sessions to teach employees to set achievable SMART goals. They can also give examples from your organisation to help others understand the concept better.

Time: 1 week

**Plan:** Create an ecosystem for pushing boundaries.

Do: As a company ethos, train your managers to help your employees take risks and push boundaries. This would mean that the managers and your employees should know what risks can be taken and when to stop so that the risks do not prove too costly. Also, make it a company habit to applaud anyone who has tried something new and failed publicly.

Time: \< 2 weeks

**Plan:** Reward and recognise milestones and achievements.

Do: Set up a comprehensive rewards and recognition program to recognise and reward employees who have achieved their targets and other milestones. Ensure that the reward and recognition happen publicly so that all the employees know and cheer for their colleagues. Also, capture the applause and recognition on your social media handles.

Time: 2-4 weeks

Plan: Proactive employee feedback management mechanism

Do: Create a mechanism to get monthly feedback about every manager, team lead, and leadership members from their reportees. The managers, team leads, and leadership members should then proactively write and communicate about the feedback received and their focus areas of improvement for the upcoming month. The progress report card should also be shared every month.

Time: 2-4 weeks

**Plan:** Implement a human-human conflict resolution process.

Do: Create a human-human conflict resolution process within your organisation. This would require the leadership to work closely with HR and managers to set up a conflict resolution process that is fair and equitable and addresses the issues. Next, train your employees, especially the managers and leaders, to approach conflict resolution with empathy, curiosity to learn, and seeking to understand by asking, "How could we achieve a mutually desirable outcome?" Do role-plays and enacting to drill this process as a part of the psyche.

Time: 4-8 weeks

**How to manage the above Plan and Do?**

Leadership, HR, and Managers should own the initiatives. The leadership should work closely with management to ideate and implement the initiatives. HR should facilitate the creation of training sessions and communicate them to the employees.

**How to communicate?**

Send individual emails to the employees. Use Empuls to announce the training sessions and process policy changes.

Measure: The Leadership and Managers should seek one-on-one feedback on the initiatives implemented.

Act: The Leadership and Managers should use the feedback to improve the action plan.

**4.3. Feeling of motivation: Do your employees feel motivated to work every day?**

The feeling of motivation to work is essential for employees to not only turn up to work but also give their best. It is a second-dimension engagement driver in the Empuls Pulse survey.

**4.3.1. Best Practices to improve the motivation levels of your employees:**

**Plan:** Create a culture of frequent and meaningful recognition.

Do: Receiving frequent and meaningful appreciation helps employees feel happy and stay motivated. Make it a top-down effort where managers frequently applaud their teams' efforts. Also, it enables peer-to-peer recognition. These can be through personal emails or appreciating on Empuls.

Time: 1 week

Plan: Organise coaching sessions to identify purpose.

Do: Organise 1:1 coaching session between the manager and team members to identify their primary and secondary working purposes. The session should address the following questions: Why are we doing this? What problem will this address? What are we trying to accomplish? Document these, and let each employee find creative ways to view their purpose daily—perhaps a Wordle/collage saved as wallpaper.

Time: 2-4 weeks

**Plan:** Create a policy that provides autonomy and freedom to create and innovate.

Do: The leaders and HR should work together to create an organisational policy that provides autonomy and freedom to create and innovate. This would entail first defining where all innovation and creativity can be applied, including a list of top challenges for which innovative and creative solutions are welcomed. Then, it would involve creating a comprehensive list of checks and balances that must be applied to evaluate every potential idea, understand the underlying risks, have risk mitigation measures in place, and the extent to which the challenge gets solved. Subsequently, a workshop explaining the policy should be conducted.

Time: > 4 weeks

**Plan:** Offer cross-departmental work to enable cross-pollination of people and skills.

Do: As a company policy, allow 2 hours every week for your employees to work with other departments on projects of their choice to acquire skills and knowledge. This helps develop non-linear skill sets and keeps the employees motivated and engaged.

Time: 4-8 weeks

How to manage the above Plan and Do?

The Leadership and Managers should own this

* They should collaborate with all the HR to set up and implement the various initiatives
* The initiatives should be a part of their KRA for the quarter and have metrics for measuring progress

**How to communicate?**

Send individual emails to the employees. Use Empuls to announce the initiatives and policy changes in processes.

**Measure:** The Leadership and Managers should send a survey to seek feedback on the initiatives taken.

Act: They should use the feedback to improve the action plan.

**4.4. Job Security: Do your employees feel secure in their jobs?**

Employees who feel secure about their jobs are less stressed, trust the company more, and hence more motivated to work better. It is a second-dimension engagement driver in the Empuls Pulse survey.

**4.4.1. Best Practices to improve the feeling of job security in your employees:**

**Plan:** Create Performance Improvement Plans (PIPs).

Do: If you need a PIP policy and process, create one. Also, communicate this to your employees. By creating PIPs, your employees will know that if their performance is not on par, they will not be unceremoniously removed but put through a PIP. Developing and implementing PIPs helps improve transparency and confidence between the organisation and the employees.

Time: 2-4 weeks

**Plan:** Give additional responsibilities to good performers.

Do: Let good performers handle additional responsibilities in their current roles and teams. This will make them feel more secure.

Time: 3-6 weeks

**Plan: Conduct periodic 1:1 session between employees and HRs.**

Do: Set up a monthly 1:1 session to help employees voice any concerns they have. The HR's questions seeking feedback should explicitly cover the job security aspect. Some questions can be: Are you feeling secure in your job? Are there any challenges that bother you? Is there anything the organisation can do to make you feel more secure and comfortable in your role?

Time: \<1 week to get started

**How to manage the above Plan and Do?**

HR should own this and collaborate with all the managers and employees to set up and implement the various initiatives.

**How to communicate?**

Send individual emails to the employees. Use Empuls to announce the initiatives and policy changes on processes. Measure: HR should seek one-on-one feedback on initiatives to improve the facilities.

Act: HR should use the feedback to improve the action plan.

**4.5 Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

**Insight:** A majority of your employees are not feeling psychologically safe.

To improve the work-life balance in your organisation:

* Mandatory Time-offs Compensatory Time-offs
* Avoiding mailing during weekends and holidays

To enhance the feeling of professional accomplishment in your employees

* Train and set SMART goals.
* Encourage pushing the boundaries, applaud failure.

To improve your employees' motivation levels

* Empower them to give feedback and opinions.
* Create a culture of frequent and meaningful recognition.

To improve the feeling of job security in your employees

* Conduct one-on-one sessions between employees and HR

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last three pulse runs**

Insight: While more than 50% of your employees feel psychologically safe, there is a negative trend at risk of becoming a weakness.

To improve the work-life balance in your organisation:

Mandatory Time-offs Training on time-management One-on-one check-ins

To improve the feeling of professional accomplishment in your employees- Train and set SMART goals. Reward and recognise milestones and achievements. Ask for employee feedback.

To improve the motivation levels of your employees

* Coaching to identify purpose
* Create a culture of frequent and meaningful recognition

To improve the feeling of job security in your employees:

* Create Performance Improvement Plans (PIPs)

Overall: Focus on communicating about the actions taken

**Acceptable: Score between 3 and 4, showing no change in the last three pulse runs**

Insight: More than 50% of your employees feel psychologically safe; however, this has not improved.

To improve the work-life balance in your organisation:

* Create an employee assistance program (EAP).
* Automate relevant processes

To improve the feeling of professional accomplishment in your employees

* Implement a human-human conflict resolution process.
* Ask for employee feedback

To improve the motivation levels of your employees

* Autonomy and freedom to create and innovate
* To improve the feeling of job security in your employees Give additional responsibilities for good performers Create PIPs

Overall: Focus on communicating about the actions taken

Improving: Score between 3 and 4, showing an increasing trend.

Insight: More than 50% of your employees are feeling psychologically safe, and there is a growing trend in this sentiment. Work on converting this to a strength.

Continue doing what you are doing and use the Good Practices document to incorporate new initiatives to turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4.**

Insight: More than 80% of your employees feel psychologically safe, which is an area of strength for your organisation. Keep up the good work!

Continue doing what you are doing, document your actions, and share them with us. Also, use the Good Practices document to incorporate new initiatives to ensure that this second-dimensional engagement driver remains a strength.

5. Structure and Policies: Organisational structure and policies must ensure that the employees feel enabled to perform at their best. According to this study, 44% of the respondents thought that an excellent organisational structure helps motivate performance, 24% responded that it helps them sharpen their skills, and another 24% of the employees answered that it helps increase the organisation's productivity. In the Empuls Survey, Organizational Structure and policies are a first-dimension engagement driver. They are impacted by two second-dimension drivers, namely Policies & procedures and organisational structure.

**5.1 Policies & procedures:**

Policies and procedures help employees align with the company's values, mission, and vision. They also play an important role in helping employees understand how the organisation enforces the rules of work and what kind of behaviour it desires from its employees.

**5.1.1. Best Practices to improve policies and procedures:**

**Plan:** Create and publish an employee handbook.

Do: Whether you already have one or do not have one, creating an employee handbook that documents all the policies and procedures is important. This document should be comprehensive and cover all aspects of an employee's work life, including the perks and benefits offered, the technology, D\&I, and healthcare policies in place, as well as all procedures that must be followed. Publish this document in your common repository in the form of a handbook. Every employee should be able to access it, and every new joiner should be given this when they join the organisation.

Time: 2 weeks

**Plan:** Make D\&I and POSH a part of the organisation's policy and conduct periodic training.

Do: Create POSH and D\&I policies. Publish them and make them accessible to every employee. Also, conduct frequent training on your D\&I and POSH policies to ensure that employees are abreast with how they work and what they should do if they need redressal. Time: 2 weeks

**Plan:** Establish a robust feedback mechanism for continuous improvement.

Do: Establish a feedback mechanism through periodic surveys or feedback forms to take employees' opinions on the policies and existing procedures. Also, these policies should be amended based on feedback. Proactively also communicate the policy changes made based on employee feedback.

Time: 2- 4 weeks to set up the mechanism

**Plan:** Invest in HR Software.

Do: Invest in HR software that efficiently implements policies and procedures. To identify suitable HR software, you will first have to create a list of objectives the software must meet. Based on your requirements, you should then research the available ones. Choose one that holistically enables efficient policy implementation.

Time: >4 weeks to start

**Plan:** Conduct AMAs on policies and procedures.

Do: HR should conduct periodic AMAs to clarify and communicate the details regarding the employees' policies, procedures, and related amendments.

Time: >3 weeks

How to manage the above Plan and Do?

* The HR should own this
* The initiatives should be set up on their monthly and quarterly KRAs.

**How to communicate?**

Use Empuls and personal communication to discuss the various initiatives. Run a quiz on the policies and procedures and recognise winners.

Measure: The HR should seek one-on-one feedback on the initiatives taken to communicate and improve the policies and procedures.

Act: Use the feedback to improve the action plan.

**5.2 Organisational structure**

The organisational structure facilitates the creation of processes and workflows within the organisation. Awareness and alignment with the structure help employees perform better. It is an essential second-dimensional driver as it influences employees' feelings about their firm's workflows and management hierarchy.

**5.2.1. Best Practices to improve feelings about the organisation structure:**

**Plan:** Publish a blueprint of the organisation structure.

Do: Create a blueprint of the organisation structure and share it with the company. This would help employees know what the organisational structure is.

Time: 2 weeks

Plan: Creating a simpler chain of command and a lesser hierarchical structure.

Do: Creating an organisational structure that leans towards a flatter organisation decreases the chains of command. This helps employees get responses faster. They also aid in faster decision-making. Work towards establishing a flatter hierarchical structure. Moving to a lesser chain of command of a flat office structure requires careful planning. The leadership should work with the managers to evaluate the existing organisational structure, identify the bottlenecks, devise alternate ways to remove them, and then apply the five whys technique to validate the options before implementing them.

Time: 2-4 weeks

**Plan:** Conduct periodic FGDs to improve team structures.

Do: The HR should conduct periodic focus group discussions to understand any bottlenecks in the process or command flows. These would give insights on how the existing organisational structure can be improved and minimise friction.

Time: >4 weeks to start

How to manage the above Plan and Do?

The HR and Leadership should own this

* The initiatives should be set up on their monthly and quarterly KRAs.

How to communicate?

Use Empuls and personal communication to talk about the various initiatives.

**Measure:** The HR should seek one-on-one feedback on the initiatives taken to communicate and improve the organisation's structure.

Act: Use the feedback to improve on the action plan. Actionable Insights on the Pulse Survey Results

**Weak: Score less than 3.**

Insight: Most of your employees are unhappy with your policies, procedures, and organisational structure.

To improve policies and procedures:

* Create an employee handbook.
* Make D\&I and POSH a part of the organisation's policy.

To improve feelings about the organisation structure:

* Publish a blueprint of the organisation structure.

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs.**

Insight: While more than 50% of your employees are happy with your policies, procedures, and organisational structure, there is a negative trend, which is at risk of becoming a weakness.

* To improve policies and procedures:

Feedback mechanism for continuous improvement:

-Make D\&I and POSH a part of the organisation's policy

To improve feelings about the organisation structure:

* Creating a simpler chain of command and lesser hierarchical structure.

Overall: Focus on communicating about the actions taken

Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs

Insight: More than 50% of your employees are happy with your policies, procedures, and organisational structure; however, this has not improved.

**To improve policies and procedures:**

-Invest in HR software.

-Conduct AMAs on policies and procedures

To improve feelings about the organisation structure:

* Conduct FGDs to improve team structures

Overall: Focus on communicating about the actions taken

Improving: Score between 3 and 4, showing an increasing trend.

Insight: More than 50% of your employees are happy with your policies, procedures, and organisational structure, and there is an increasing trend in this sentiment. Work on converting this to a strength.

Continue doing what you are doing and use the Good Practices document to incorporate new initiatives to turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4.**

Insight: More than 80% of your employees are happy with your policies, procedures, and organisational structure. This is an area of strength for your organisation. Keep up the good work!

Continue doing what you are doing, document your actions, and share them with us. Also, use the Good Practices document to incorporate new initiatives to ensure that this second-dimensional engagement driver remains a strength.

**References:** High-Performing Teams Need Psychological Safety. Here's How to Create It (hbr.org) SHRM guide on retaining talent A new mandate for HR, HBR Creating a purpose-driven organisation, HBR SHRM guide on onboarding Training IT Staff, SHRM SHRM Guide on Creating a More Human Workplace Where Employees and Business Thrive Optimizing Employee Experience, SHRM.

Making learning a part of every day, HBR Rewriting the rules for a digital age, Deloitte Insights Performance management that makes a difference, SHRM RTA and SHG, University of Minnesota.


# Recognition & career growth
Source: https://help-empuls.xoxoday.com/admin/surveys/drivers/recognition-career-growth

Understand the recognition and career-growth driver behind Empuls’s engagement survey scores and what drives it.

Human beings want to be recognized for their good work and want to feel that they are holistically growing. Given that they spend almost a third of their lives working, they expect their workplaces to cater to both the needs, at least partially. Deloitte's Simply Irresistible Organization model identifies three important building blocks for employee engagement: a culture of recognition, facilitated talent mobility, and training and support for growth. Quoting Bersin, *what happens when you give people the opportunity to grow? People stay excited, the business becomes more agile and innovative, and high performers want to stay.*

The lack of recognition and opportunities for career growth results in demotivated employees who feel unappreciated, undervalued, and, consequently, underperform. Infact, Josh Bersin believes that the great resignation is a [great migration](https://joshbersin.com/2021/12/from-the-great-resignation-to-the-great-migration/). *Employees are migrating from “crummy jobs” to “better jobs” and from “companies that don’t seem to care” to “companies that really care.” And for [many workers this means moving to companies with opportunities](https://hbr.org/2021/09/who-is-driving-the-great-resignation) for growth, promotion, and even a new industry.*  Recognition and career growth are the key pillars that impact employee engagement and the eNPS.

To gain a comprehensive understanding of the recognition and career growth factors that impact employee engagement, an Empuls Pulse Survey delves deeper into the three first-dimension drivers that affect them, which are known as the building blocks.

They are:

* Career Growth: Does your organization provide career growth opportunities and employee training? What does your L\&D program look like?
* Rewards: Do you have a good R\&R strategy and program in place?
* Performance Appraisals: How transparent is the performance appraisal process? Does the appraisal match the outcomes with the goals set?

Multiple other factors influence first-dimension engagement drivers. To facilitate this, The Empuls Pulse Survey model considers second-dimension engagement drivers (sub-sub-dimensional drivers) that influence each of the sub-dimensional drivers of every engagement driver.

**1. Career Growth**:Josh Bersin’s [research](https://www.forbes.com/sites/joshbersin/2014/04/04/the-five-elements-of-a-simply-irresistible-organization/?sh=6816895e51b1) shows that organisations that invest more heavily in training, career development, and mobility outperform their peers in almost every industry. One of the primary reasons people switch jobs is the lack of growth opportunities. Career Growth is an important engagement factor.

In the Empuls Pulse Survey, there are four-second dimensional engagement drivers that impact Career Growth. They are:

* Employee participation in designing strategies
* Timely feedback from managers
* L\&D Resources
* Career progression opportunities

**1.1. Employees taking part in designing strategies: How involved are your employees in influencing the strategic decisions regarding their roles?**

Being able to actively participate in and strategically influence one’s role in an organisation is essential for employees to feel empowered and accountable. It is an important second-dimension engagement driver in the Empuls survey.

**1.1.1. Best Practices to improve your employee involvement in strategic decision making regarding their roles:**

Plan: Co-create KRAs and KPIs

Do: Having an open dialogue with employees is essential when deciding their roles and responsibilities. Discuss your thoughts on how they align with the company strategy. Also, talk about the potential for growth within the role. Remember to always communicate how any decision about the roles is aligned with your business.

Some of the questions that both of you can find answer together are:

– Is the defined scope of the role relevant to the business?

– Are the goals defined relevant to the business?

— Is the scope of the goals appropriate?

– Are the goals coordinated with others' goals?

– Are the goals results-based and measurable?

Time: 2-4 weeks

How to manage the above Plan and Do?

* The team managers should take the initiative.
* They should create a plan to achieve their goals and execute it as part of their quarterly KRA.
* There should be relevant metrics to measure performance.

How to communicate?

* Utilize internal communication channels to keep your teams updated on initiatives.
* Invite discussions on how to collaborate co-creating KRAs and KPIs
* Discussions can be helpful in Empuls groups.

Measure:

* Employee performance measured through OKRs is an indicator here
* The manager should survey employees to gather feedback and improve the initiative's effectiveness.

Act:

The Managers should use the feedback to improve the action plan.

**1.2.** Timely feedback from managers\*\*: Do your employees feel that they get timely feedback from their managers?\*\*

Providing timely feedback is essential for growth. However, according to [Gallup](https://www.gallup.com/workplace/268937/give-employees-right-kind-feedback-right-time.aspx), feedback must be delivered at the right time and in the right form. Managers should not simply label an employee's actions as right or wrong. Instead, they should take the time to define, discuss, and assist in correcting any mistakes. Data from [Gallup](https://www.gallup.com/workplace/285674/improve-employee-engagement-workplace.aspx) indicates that timely feedback from managers is an important second dimension driver in the Empuls Survey.

**1.2.1. Best Practices to improve managers giving timely and proper feedback to your employees:**

Plan: Conduct weekly work discussions

Do: Create a system where every manager has a 15-minute, weekly discussion (individual) with their team members to provide feedback and coaching for improvement.

Time: 2-4 weeks

Plan: Conduct a GROW framework training for Managers to turn into Coaching Managers

Do: Conduct an ongoing training session for all your managers on progressively transforming into excellent coaching managers every quarter. The training should provide actionable insights, role plays, and real-life examples to explain the GROW framework. Your managers should be trained to help your employees establish a **G**oal, examine the current **R**eality, explore **O**ptions, and decide **W**hat they will do. Joseph Weintraub defines this type of coaching as *"an ongoing dialogue with the goal of increasing learning and improving one's ability to perform effectively now and in the future"*. This manager should be trained to use the GROW approach, which uses open-ended questioning combined with listening to lead employees to think about situations differently and be open to new ways of acting, all intending to bring out their best.

Time: 4 weeks to start

Plan: Create a group of Fast Feedback Evangelists

Do: Providing feedback that is valuable, forward-looking, frequent, and prompt is a skill. It is known as Fast feedback. You can identify managers and leaders who possess this skill by assessing how they give feedback on various things such as tech processes, food in the cafeteria, or new policy changes within your organization, aside from their everyday work. By doing so, you can create a pool of fast feedback givers. It is recommended that the group responsible for promoting the concept of providing fast feedback within the organization be led by someone in a leadership position. This group should hold monthly meetings and impromptu water cooler sessions to help other managers and leaders understand how they can improve their ability to provide quick feedback. Additionally, the group should act as a co-owner by assisting managers in addressing any challenges they face in delivering feedback effectively.

Time: \< 2 weeks to start

How to manage the above Plan and Do?

* The HR and a Leadership team member should co-own the initiatives.

* The HR department must ensure that all managers are included in the chosen initiative. The leadership team must lead by example and demonstrate the importance of timely and meaningful feedback.

* The initiative should be a part of the KRA for HR and the Leadership team members and have metrics to measure performance.

How to communicate?

* Use internal communication channels to inform your team and managers of your initiatives.
* Encourage feedback and open discussions to improve communication.

Measure:

* HR should run a small survey and seek 1:1 feedback after implementing any initiative.

Act:

The HR and the Leadership team members should use the feedback to improve the action plan.

**1.3.** L\&D Resources\*\*: Are your employees satisfied with the learning opportunities available in your organisation that are required for their growth?\*\*

Quoting an [SHRM resource](https://www.shrm.org/resourcesandtools/tools-and-samples/toolkits/pages/developingemployees.aspx): *An agile learning culture is needed now more than ever—one that enables employees to demonstrate their ability to quickly adapt to new environments, new protocol and shifting market demands.*

L\&D resources play a vital role in creating a culture of high-impact learning in your organization and they feature as a second-dimension engagement driver in the Empuls Pulse Survey.

**1.3.1. Best Practices to improve the L\&D resources available to your employees:**

Plan: Create an L\&D Committee

Do: Create an L\&D committee in your organisation to oversee the creation and implementation of all the L\&D programs. It should comprise an HR member, a Leadership team member, and members from different functions. They should set the framework for how every L\&D program should function. They should also set monthly and quarterly goals to ensure that L\&D is an evolving process

Time: > 4 weeks to begin

Plan: Shadow a senior program

Do: Allow every employee to shadow a senior member for half a day once a month or quarter, especially to learn a skill or acquire knowledge. This opportunity would help the employee obtain practical knowledge and experience applying their skillset in a professional setting. Additionally, it would enable them to resolve any doubts or queries they may have. This one-on-one session also functions as a personal coaching session, which benefits both the employee and the senior who assumes the role of a coach. Allow your employees to choose their preferred senior, but have a list of suggestions ready so that your junior employees can be directed towards developing skills that will benefit their growth and advancement within the organization.

Time: \<2 weeks to start

Plan: Create a team-wise L\&D repository

Do: The L\&D committee should create a framework to help every team create and publish their own L\&D resources. Apart from being a team-bonding activity, this will allow every team to not only understand the skills and knowledge used by their respective teams but also have access to them.

Time: 2-8 weeks

Plan: Allocate an L\&D budget

Do: Introduce an L\&D budget for individuals or teams to incentivise learning at an organisational level. This action would require a change in policy and approval from management based on the organisation's financial situation.

Time: > 4 weeks

Plan: Introduce learning sabbaticals

Do: Introduce a learning sabbatical for employees who have completed a fixed tenure in your organisation. This would promote a learning culture and incentivise employees to take a break to hone their knowledge. This action would require a change at the policy level and come from the management depending on the organisation's finances.

Time: > 4 weeks

How to manage the above Plan and Do?

* The Leadership should own this and work with HR and Team Leads

-The plan and do should be a part of the Leadership's KRA. The HR and Team Leads should include the do part for some initiatives in their KRA, depending on the initiative selected.

* There should be defined metrics to measure performance.

How to communicate?

* Use internal communication channels to reach out to your teams and managers to update them about your initiatives
* Invite discussions on Empuls to understand the kind of L\&D resources and training that your employees seek

Measure:

* The Leadership should run a small survey after implementing every initiative.
* The impact of initiatives where policy changes have been announced can be measured based on budget usage or sabbatical taken.

Act:

The Leadership should use the feedback to improve the action plan.

**1.4. Career progression opportunities: Are your employees satisfied with the career progression and growth opportunities available in your organisation?**

Access to career growth opportunities is an important factor in influencing employee retention, and it features as a second-dimension engagement driver in the Empuls Pulse Survey.

**1.4.1. Best practices to improve employee satisfaction with career progression and growth opportunities in your organisations:**

Plan: Conduct the [9 box grid exercise](https://www.shrm.org/resourcesandtools/tools-and-samples/hr-qa/pages/whatsa9boxgridandhowcananhrdepartmentuseit.aspx)

Do: The 9-box grid is an individual employee assessment tool that evaluates the employee's current and potential level of contribution to the organisation. Conduct this and map the employee's potential to the company's growth plan. Let the employees be involved in this process. Set targets with timelines to co-create a progression plan for your employees within your organisation.

Time: 4-6 weeks (about 1 and a half months)

Plan: Provide developmental assignments to prepare for promotions

Do: Include developmental assignments in an employee's Key Result Areas (KRAs) after completing a certain period in your organisation. This will help employees understand that they are progressing within the company and must acquire new skills in specific areas. By doing so, employees will clearly understand how they can grow and in which direction they should focus their efforts.

Time: 2-4 weeks to start

Plan: Create a Match and Mentor Program

Do: Every manager should sit with their team members and understand individual employee aspirations. They should then collaborate with HR to find a mentor who can help them grow within the organisation. Mandate a minimum number of hours for weekly/monthly mentorship.

Time: \< 2 weeks to start

How to manage the above Plan and Do?

-The Leadership and Managers should co-own the initiatives. They should work with HR whenever need be.

-The plan and do should be a part of their KRA for the quarter

-Metrics should be defined to measure performance.

How to communicate?

* Use internal communication channels to reach out to your teams and managers to update them about your initiatives.
* Use Empuls to discuss the various growth options and career progression opportunities available within your organisation.

Measure:

* The Leadership and Managers should seek 1:1 feedback after implementing any initiative.

Act:

The Leadership and Managers should use the feedback to improve the action plan.

**1.5. Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

Insight: Most of your employees are unhappy with your organisation's career growth prospects.

**To improve your employee involvement in strategic decision-making regarding their roles:**

Co-create KRAs and KPIs

**To improve managers giving timely and right feedback to your employees:**

Conduct weekly work discussions

Create a group of Fast Feedback Evangelists

**To improve the L\&D resources available to your employees:**

Shadow a senior program

Create a team-wise L\&D repository

Create an L\&D Committee

**To enhance employee satisfaction regarding career development and growth opportunities in your organisation:**

Create a Match and Mentor Program

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs**

Insight: While more than 50% of your employees are happy with the career growth prospects in your organization.

**To improve your employee involvement in strategic decision making regarding their roles:**

Co-create KRAs and KPIs

**To improve managers giving timely and right feedback to your employees:**

Conduct a GROW framework training for Managers to turn into Coaching Managers

Conduct weekly work discussions

**To improve the L\&D resources available to your employees:**

Create a team-wise L\&D repository

Create an L\&D Committee

Allocate an L\&D budget

**To improve your employee's satisfaction with the career progression and growth opportunities available in your organisation:**

Provide developmental assignments to prepare for promotions

Overall: Focus on communicating about the actions taken

**Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs**

Insight: More than 50% of your employees are happy with the career growth prospects in your organisation.; however, this has not improved.

**To improve your employee involvement in strategic decision making regarding their roles:**

Co-create KRAs and KPIs

**To improve managers giving timely and right feedback to your employees:**

Conduct a GROW framework training for Managers to turn into Coaching Managers

Create Fast Feedback Evangelists

**To improve the L\&D resources available to your employees:**

Create an L\&D Committee

Allocate an L\&D budget

Introduce learning sabbaticals

**To improve your employee's satisfaction with the career progression and growth opportunities available in your organization:**

Conduct the [9 box grid exercise](https://www.shrm.org/resourcesandtools/tools-and-samples/hr-qa/pages/whatsa9boxgridandhowcananhrdepartmentuseit.aspx)

Overall: Focus on communicating about the actions taken

**Improving: Score between 3 and 4, showing an increasing trend**

Insight: More than 50% of your employees are happy with the career growth prospects in your organization. Work on converting this to a strength.

Continue doing what you are doing and use the Good practices document to incorporate new initiatives that will turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4**

Insight: More than 80% of your employees are happy with the career growth prospects in your organization. This is an area of strength for your organization. Keep up the good work!

Continue doing what you are doing, document your actions and share them with us. Also, use the Good Practices document to incorporate new initiatives to ensure that this second-dimension engagement driver remains a strength.

**2. Reward**:Quoting a [Gartner research](https://www.gartner.com/en/human-resources/insights/total-rewards-strategy) here, *by making rewards supportive of and responsive to employee needs and preferences, organizations can engage talent and drive performance in an uncertain and rapidly evolving business environment.*  An organization’s reward strategy is a driver of employee engagement.

In the Empuls Pulse Survey, four-second-dimensional engagement drivers impact Reward's perception of First-dimensional drivers. They are:

* Incentives
* Rewards

**2.1** Incentives\*\*: Do your employees feel your incentive structure is on par or exceeds industry standards?\*\*

Incentives offered as part of compensation are important not just to attract and retain talent but also to keep them happy. They are also a means of motivating employees and achieving the goals set by the organisation.

**2.1.1. Best Practices to improve your employee feeling your incentive structure is on par or exceeds industry standards:**

Plan: Conduct a two-level as-is audit of incentives and create a plan of action to improve it

Do: Announce an incentives audit in your workplace. It should be a two-level audit.

**Action One:** Let the HR team take ownership of creating a comprehensive list of incentives offered by companies in your industry, your competitors, the leaders in your industry, and leading organisations of your size and scale in other industries.

**ActionTwo:** The HR department should conduct a workshop on incentives for all employees in each department in conjunction with a discussion on Empuls. In this, the aim is to capture:

* What incentives do your employees want?
* How happy are they with the current incentives offered?
* Is there any structure that employees would like?
* Is the disbursement of the incentives satisfactory?

These two actions will provide you with a comprehensive picture of your current incentives structure. Use the research and workshops to improve the quality of incentives offered.

Time: > 4 weeks

Plan: Offer a customisable incentive package

Do: Incentives are used to motivate performance. By offering a customisable incentive package, you are giving your employees the power of choice. Your organisation's outflow will be no different, but by offering a bouquet of incentives to choose from, you are motivating your employees to work for something they want.

Time: 2-4 weeks to start

Plan: Create or use a real-time incentive management system

Do: A real-time incentives management system has real-time access to how the incentives are calculated, whether they are eligible to get any specific incentive, and when it gets disbursed. While this system may be relevant to your teammates in sales, where incentives form a large part of the salary package, it is still an important system to have as it enables complete transparency and trust.

Time: 4 weeks to start

Plan: Add a team-based incentives component

Do: Adding a team-based incentive component to every employee's incentive structure fosters collaboration, boosts productivity, and motivates people to work together, leading to better performance.

Time: 2-4 weeks to start

How to manage the above Plan and Do?

-The HR should own the implementation of the initiatives. They should ideate with the leadership before implementing the initiatives.

-The initiatives should be a part of HR’s KRA

-There should be performance metrics to measure performance

How to communicate?

* Use internal communication channels to announce the initiative being implemented.
* Use Empuls to start discussions.

Measure:

* HR should run a survey to understand if the initiatives have been well received.

Act:

HR should use the feedback to improve the action plan.

**2.2** Rewards\*\*: Do your employees feel your rewards structure is at par or exceeds industry standards?\*\*

Rewards and recognition are imperative as intrinsic and extrinsic motivators for employees. Having a rich R\&R program helps foster and promote a culture of recognition, which plays a large role in boosting employee morale and happiness.

**2.2.1. Best Practices to improve the rewards offered in your organisation:**

Plan: Personalise your R\&R program

Do: Create a reward system where employees receive rewards that they like and are meaningful to them. You can begin by evaluating your existing rewards system, identifying the gaps in the structure, and collecting individual feedback from your employees on

-what they think of your existing R\&R structure

* what would they like to see as a part of the rewards system

Use these insights to create a personalised R\&R program, one that is customised to the individual needs of every employee.

Time: > 4 weeks

Plan: Empower your employees to drive portions of your R\&R program

Do: When your employees can own a portion of the R\&R program, they feel empowered. Some ways of doing this are by instituting peer-to-peer, employee-to-manager appreciation, and manager-to-employee recognition and reward programs. This way, your employees will have the power to applaud and appreciate their teammates or managers for their good work.

Time: 2-4 weeks to start

Plan: Implement an appropriate R\&R platform

Do: Implementing an R\&R platform that satisfies the needs of your organisation would go a long way in ensuring that your R\&R system is robust, has actions happening in real-time, helps your employees feel empowered, and gives you access to data and insights. To choose the most appropriate R\&R platform for your organisation, conduct an in-depth analysis of what you want the platform to do. Some of the points to consider: It should enable easy rewards, be easy to use, encash reward points, and give you in-depth insights into how your R\&R program functions.

How to manage the above Plan and Do?

HR and Leadership should own this together.

At least one HR member and one member from the Leadership should form an R\&R committee that runs the R\&R program end-to-end.

Incorporating these initiatives should be a part of their KRA.

How to communicate?

* The R\&R committee should use the internal communication channels to reach out to your teams and update them about your initiatives

Measure:

* The R\&R committee should run a small survey to seek feedback after every initiative.

Act:

The R\&R committee should use the feedback to improve the action plan.

**2.3. Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

Insight: A majority of your employees are not happy with the rewards system in your organization.

**To improve your employees feeling your incentive structure is on par or exceeds industry standards:**

Creative and customisable incentives

Create or use a real-time incentive management system

**To improve the rewards offered in your organization:**

Empower your employees to drive portions of your R\&R program

Implement an appropriate R\&R platform

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs**

Insight: While more than 50% of your employees are happy with the rewards system in your organisation.

**To improve your employees feeling your incentives structure is on par or exceeds industry standards:**

Create or use a real-time incentive management system

Create team-based incentives to boost collaboration and productivity

**To improve the rewards offered in your organization:**

Empower your employees to drive portions of your R\&R program

Personalize your R\&R program

Overall: Focus on communicating about the actions taken

**Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs**

Insight: More than 50% of your employees are happy with the rewards system in your organisation.; however, this has not improved.

**To improve your employee feeling your incentive's structure is on par or exceeds industry standards:**

Create or use a real-time incentive management system

**To improve the rewards offered in your organisation:**

Personalize your R\&R program

Implement an appropriate R\&R platform

Overall: Focus on communicating about the actions taken

**Improving: Score between 3 and 4, showing an increasing trend**

Insight: More than 50% of your employees are happy with the rewards system in your organisation. Work on converting this to a strength.

Continue doing what you are doing and use the good practices document to incorporate new initiatives to turn this second-dimension engagement driver into a strength.

**Strength: Score above 4**

Insight: More than 80% of your employees are happy with the rewards system in your organization. This is an area of strength for your organization. Keep up the good work!

Continue doing what you are doing, document your actions and share them with us. Also use the good practices document to incorporate new initiatives to ensure that this second-dimension engagement driver remains a strength.

**3.** Performance Appraisals:[Fair performance management](https://joshbersin.com/2019/11/which-parts-of-employee-experience-really-matter-most/) is a requisite for any organization to attract, hire, and retain talent.

In the Empuls Pulse Survey, there are two second-dimensional engagement drivers that impact the employees' perception of an organisation's performance appraisal. They are:

* Transparency
* Adherence to goals and objectives set

**3.1** Transparency\*\*: How transparent is the performance appraisal process in your organization?\*\*

Transparency in performance appraisal processes goes a long way in keeping people happy.

**3.1.1. Best Practices to increase the transparency in your performance appraisal process:**

Plan: Document and publish the performance appraisal process

Do: Set a performance appraisal process if you don't already have one. Standardise it throughout your organisation. Document the process, including who will be doing it, how the employees' performance will be gauged, how the employees will showcase the work that they have done, and how often this appraisal will be done. Publish this document so that every employee has access to it. Most importantly, stick to the process and elicit feedback to improve on it.

Time: \< 2 weeks

Plan: Create and measure performance against OKRs or some other reliable framework

Do: Have a goal setting and outcome measuring framework such as an OKR, which will enable an employee to showcase their work, progress, and achievements in a mutually agreeable and measurable manner. Hence, create such a framework for measuring performance and conduct performance reviews based on the framework only.

Time: 2-4 weeks to start

Plan: Map a total rewards strategy to KPI and Performance Appraisal

Do: If you do not have a total rewards strategy, the first step is to create one that encompasses pay, benefits, incentives, perks, and rewards, categorising them as monetary and non-monetary. Next, map the appropriate components of the total rewards strategy to key KPIs. At the start of the evaluation cycle, let every employee know what total rewards will be given for what performances and outcomes achieved.

Time: 4 weeks to start.

How to manage the above Plan and Do?

-HR, Leadership, and Managers should co-own these initiatives

* HR and Leadership should ideate and arrive at the strategies while the managers should be a part of implementing the initiatives

* They should be a part of their KRA for the quarter

-They should have metrics to measure performance

How to communicate?

* Use internal communication channels to reach out to your teams and let them know about your initiatives
* Invite discussions on Empuls around performance appraisals and initiatives related to them

Measure:

* HR should run a small survey and seek feedback after every initiative.

Act:

HR should use the feedback to help managers improve on the action plan.

**3.2** Adherence to goals and objectives\*\*: What is the employee's perspective on how closely the appraisal process aligns with the goals and objectives set?\*\*

A performance appraisal process which does not align with the goals set will create friction between the employee and the management.

**3.2.1. Best Practices to improve the increase employee perspective on how closely the appraisal process is aligned to the goals and objectives sets:**

Plan: Create a self-performance appraisal process

Do: Before every performance appraisal, ensure that your employees do a self-appraisal on the same parameters that their performance would be appraised by the manager. Share an easy-to-use template that has the same questions as the performance appraisal would have. Let your employees fill it in and submit it before the appraisal by the manager. Any situation where there is a divergence of 20% between the two appraisals, an HR or a senior manager must step in to address the gap.

Time: 2-4 weeks

Plan: Conduct a training session for Managers on the appraisal process

Do: Before every performance appraisal session, ensure that your managers are trained, have their memories refreshed, and are abreast of the process established in your company. To enable this, have a senior leader conduct training on the appraisal process, giving examples about the likely scenarios and situations. Also, teach your managers to give constructive feedback.

Time: 2-4 weeks

How to manage the above Plan and Do?

* The HR and Managers should co-own this
* The action item/s should be a part of their KRA for the quarter
* They should have metrics to measure performance.

How to communicate?

* Use internal communication channels to reach out to your teams and update them about your initiatives.

Measure:

* HR should run a small survey to seek feedback after every initiative.

Act:

HR should use the feedback to help managers improve the action plan.

**3.3. Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

Insight: A majority of your employees are not happy with the performance appraisals in your organisation.

**To increase the transparency in your performance appraisal process:**

Document and publish the performance appraisal process

**To improve the increase employee perspective on how closely the appraisal process is aligned to the goals and objectives sets:**

Create a self-performance appraisal process

Conduct a training session for managers on the appraisal process

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs**

Insight: While more than 50% of your employees are happy with the performance appraisals in your organization.

**To increase the transparency in your performance appraisal process:**

Create and measure against OKRs or some other reliable framework of measuring

**To improve the increase employee perspective on how closely the appraisal process is aligned to the goals and objectives sets:**

Create a self-performance appraisal process

Conduct a training session for Managers on the appraisal process

Overall: Focus on communicating about the actions taken

**Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs**

Insight: More than 50% of your employees are happy with the performance appraisals in your organisation.; however this has not improved.

**To increase the transparency in your performance appraisal process:**

Map a total rewards strategy to KPI and Performance Appraisal

**To improve the increase employee perspective on how closely the appraisal process is aligned to the goals and objectives sets:**

Create a self-performance appraisal process

Conduct a training session for Managers on the appraisal process

Overall: Focus on communicating about the actions taken

**Improving: Score between 3 and 4, showing an increasing trend**

Insight: More than 50% of your employees are happy with the performance appraisals in your organisation. Work on converting this to a strength.

Continue doing what you are doing and use the Good practices document to incorporate new initiatives to turn this second-dimension engagement driver into a strength.

**Strength: Score above 4**

Insight: More than 80% of your employees are happy with the performance appraisals in your organization. This is an area of strength for your organization. Keep up the good work!

Continue doing what you are doing, document your actions and share them with us. Also use the good practices document to incorporate new initiatives to ensure that this second-dimension engagement driver remains a strength.

References:

1. [engagement\_toolkit\_leaders\_managers.pdf (harvard.edu)](https://hr.harvard.edu/files/humanresources/files/engagement_toolkit_leaders_managers.pdf)

2. [https://www.gallup.com/workplace/357764/fast-feedback-fuels-performance.aspx](https://www.gallup.com/workplace/357764/fast-feedback-fuels-performance.aspx)

3. [https://www.shrm.org/resourcesandtools/tools-and-samples/hr-qa/pages/whatsa9boxgridandhowcananhrdepartmentuseit.aspx](https://www.shrm.org/resourcesandtools/tools-and-samples/hr-qa/pages/whatsa9boxgridandhowcananhrdepartmentuseit.aspx)

4. [https://hbr.org/2022/01/how-to-build-a-successful-upskilling-program](https://hbr.org/2022/01/how-to-build-a-successful-upskilling-program)

5. [https://www.shrm.org/resourcesandtools/tools-and-samples/toolkits/pages/developingemployeecareerpathsandladders.aspx](https://www.shrm.org/resourcesandtools/tools-and-samples/toolkits/pages/developingemployeecareerpathsandladders.aspx)

6. [https://blog.shrm.org/blog/employee-recognition-rewards-11-ideas-to-improve-retention-shrm19](https://blog.shrm.org/blog/employee-recognition-rewards-11-ideas-to-improve-retention-shrm19)

7. [https://www.shrm.org/resourcesandtools/tools-and-samples/toolkits/pages/employeerecognitionprograms.aspx](https://www.shrm.org/resourcesandtools/tools-and-samples/toolkits/pages/employeerecognitionprograms.aspx)

8. [https://www.mckinsey.com/business-functions/people-and-organizational-performance/our-insights/the-organization-blog/rethinking-total-rewards-for-the-post-covid-era](https://www.mckinsey.com/business-functions/people-and-organizational-performance/our-insights/the-organization-blog/rethinking-total-rewards-for-the-post-covid-era)

9. [https://www.gartner.com/en/human-resources/insights/total-rewards-strategy](https://www.gartner.com/en/human-resources/insights/total-rewards-strategy)


# Relationships and culture
Source: https://help-empuls.xoxoday.com/admin/surveys/drivers/relationships-and-culture

Understand the relationships and culture driver in Empuls’s engagement survey analysis, and what it means for team scores.

# **Workplace Relationships and Organisation Culture:**

We spend a third of our day at work, forging meaningful work relationships is important.

According to Deloitte’s extensive research leading to the [Simply Irresistible Organization](https://www2.deloitte.com/content/dam/insights/us/articles/employee-engagement-strategies/DR16_irresistibleorganization.jpg) model, a Humanistic workplace with an inclusive, diverse work environment is essential for good employee engagement and productivity. According to a [Gallup Study](https://www.gallup.com/workplace/236213/why-need-best-friends-work.aspx), *when employees possess a deep sense of affiliation with their team members, they are driven to take positive actions that benefit the business -- actions they may not otherwise even consider if they did not have strong relationships with their coworkers.*

Culture is essentially the behavior and actions of people when no one is observing them. Defining and upholding cultural values helps people feel connected and binds them together as a team with shared values and goals. Workplace relationships and organisational culture are important engagement drivers that influence the eNPS.

The lack of workplace relationships and a positive organizational culture can result in employees working in isolated silos, dysfunctional teams, and feeling disconnected from their workplace, leading to a high rate of attrition. The recent trend of "The Great Resignation" has been fueled by people seeking employment in organizations with a good culture and positive work relationships.

To gain a holistic picture of the workplace relationships and organisational culture factors that impact employee engagement, it is important to understand the first-dimension drivers that influence them (building blocks, as we call them).

They are:

* Team Relationships: Do the employees trust their teammates and feel their team would help them in need?
* Managerial Relationships: Do employees feel they can contact their managers for support? Are the managers coaching and mentoring their teams adequately?
* Organisation Values: Is the organization ethical? Do they have a set of values? Is there transparency in place?
* Organisational Culture: What kind of culture does the organization embrace? Is there room for failure? How often do people get innovative?

To understand the impact of these first-dimension drivers on Workplace Relationships and Organisational Culture, a deeper analysis of the underlying factors impacting each of these drivers is required. To facilitate this, The Empuls Pulse Survey model considers second-dimension engagement drivers (sub-sub-dimensional drivers) that influence each of the sub-dimensional drivers of every engagement driver.

**1. Team Relationships:** According to [Gallup’s research](https://www.gallup.com/workplace/321032/employee-engagement-meta-analysis-brief.aspx), team relationships impact team performance and employee engagement. The study further adds that if 6 in 10 people have a best friend at work or have friends at work, it would lead to:

* 36% fewer safety incidents
* 7% more engaged customers
* 12% higher profit

In the Empuls Pulse Survey, four-second dimensional engagement drivers impact Team Relationships. They are:

* Committed team
* Relevant competencies (KSA)
* Team communication
* Team collaboration

**1.1. Committed team: Do the employees believe their team is committed to the team and organization's goals?**

Seeing is believing. What employees see in their team influences their opinions about its commitment levels. An employee's perception of working in a committed team is a second-dimension engagement driver in the Empuls Pulse survey, and influences team relationships.

**1.1.1. Best Practices to improve the perception of working in a Committed team:**

Plan: Conduct frequent team meetings to discuss the goals.

Do: Teams that meet often are more connected. Ensure that every team has frequent meetings. Make it a mandate for every small team to have at least a meeting every week- to stay abreast about what needs to be done and who is doing what. These meetings should also help discuss how individual and team goals can be achieved and clarify member's role. Larger teams/BU units should meet once every fortnight. These meetings should provide a larger picture of what is happening. Regular meetings go a long way in improving team dynamics.

Time: \< 2 weeks to start

Plan: Conduct **Tell Me Why** sessions

Do: Allocate time to conduct weekly or fortnightly **Tell Me Why** sessions. The agenda is to answer all the whys people have. This should be conducted by the team manager, BU head or other senior team leaders. Understanding *the why* for an action is important before understanding *how* to do it. It fosters a shared purpose and goal within the team.

Time: \< 2 weeks to start

Plan: Add team praise as a recognition and a performance metric

Do: Team Praise as a recognition and performance metric is often overlooked. Let the leaders and function heads proactively appreciate and reward teams for their performances. Add team performance as a part of everyone's KPI. These initiatives enhance the bond and desire to work well as a unit.

Time: >4 weeks to start

Plan: Conduct informal team AMAs or team chatters

Do: Teams should conduct informal AMAs periodically, promoting equal participation in asking work and non-work-related questions. Individuals are free to choose not to answer a question. These sessions help team members get to know each other on a personal level.

Time: 3 weeks to start

How to manage the above Plan and Do?

* The HR and Team Leads should own this.
* HR should guide the Team Leads to act as facilitators of meetings.
* The initiatives should be a part of their KRAs for the quarter. It must have metrics to measure performance.

How to communicate?

* Use internal communication channels to reach out to your team and update them about the initiatives
* Invite discussions on what else can be done.

Measure:

* The HR should run a small survey to seek feedback after implementing every initiative.

Act:

HR should use feedback to help the Team Leads improve the action plan.

**1.2. Relevant** competencies (KSA)**: Do the employees believe their team has relevant competencies to achieve its goals?**

Having confidence in the knowledge and skills of one's team is crucial for building strong relationships among team members. It is important for employees to feel that they are not solely responsible for completing tasks because their team members lack the necessary skills.

**1.2.1. Best Practices to improve the employee belief that their team has the relevant competencies to achieve its goals:**

Plan: Conduct a quarterly **Know your team workshop**

Do: Create a quarterly activity called Know **Your Team,** where team members exchange notes on each other's skills, knowledge, and experience. They should add details of the new things/skills they did/learned in the last quarter. This helps team members know more about their team competencies.

Time: \< 2 weeks to start

Plan: Arrange for digital office blind dates and water cooler sessions.

Do: Physical interaction is limited or nonexistent in a remote or hybrid workplace. Arrange for team members to catch up informally by organising weekly blind dates and water cooler sessions. This will help them know their teammates better.

Time: 2-4 weeks to start

Plan: Conduct team skill-building workshops (with internal and external SMEs)

Do: First, ensure every employee creates a list of skills/training they want. Start organising training and skilling workshops for the skills in high demand. You can involve other team members willing to sign up as trainers. Team members with advanced knowledge or skills can train others. Get external trainers whenever the need arises.

Time: >4 weeks to start

Plan: Creation of a team L\&D resource

Do: Every team should have an L\&D resource-building activity. Each team should also create an internal knowledge repository to help others learn the skills and knowledge they seek to learn. A senior team member should lead this effort.

Time: >4 weeks to start

Plan: Conduct Intra-team Quizzes

Do: Have this as a fun activity where a senior and junior team member is paired as a team. If there are at least five members in a team, one person can be the quiz master. The teams can be quizzed on techniques and knowledge of skills they use daily. This is a fun way to improve team knowledge and bonding.

Time: 2-4 weeks to start

How to manage the above Plan and Do?

-Team Leads should own the initiatives

* They should make the plan, do a part of their KRA for the quarter, and have metrics to measure performance.

How to communicate?

* Use internal communication channels to contact your teams and update them about the initiatives.

Measure:

* Team Leads should run a small survey to seek feedback after implementing every initiative.

Act:

The Team Leads should use the feedback to improve the action plan.

**1.3. Team** communication\*\*: Do the employees believe they can easily communicate with their team?\*\*

Team communication is vital for employees to feel comfortable expressing their thoughts and opinions. Communication helps people understand and empathise with each other. Open communication reduces stress and eliminates unexpressed thoughts, leading to better team relationships. Hence, team communication is a second-dimension engagement driver that impacts team relationships.

**1.3.1. Best Practices to improve team communication:**

Plan: Conduct Active Listening Workshops

Do: Active listening is the practice of preparing to listen, observing what verbal and nonverbal messages are being sent, and then providing appropriate feedback. It must be acquired and honed. Involve an SME to conduct periodic active listening workshops for all your teams, especially the managers and leaders.

Time: >4 weeks to start

Plan: Conduct informal agenda less team meetings

Do: Periodically ensure that every team conducts an agenda less team meetings. These meetings aim to promote open conversations around the team's choice. Such meetings enable people to talk more with each other and get to know each other better.

Time: \< 2 weeks to start

Plan: Conduct Monthly 1:1s

Do: Ensure that all the managers in your organisation have at least one monthly 1:1 to help their team members voice their concerns and express their thoughts. Let managers announce the talking points for the 1:1s. They should be around the five broad topics:

* General Engagement: the current workload, projects they are working on, challenges in the role, etc.
* Team Dynamics: how comfortable are they with how the team functions? Do they want more time with someone, etc.
* Priorities at work: what task/projects are getting priority, do they need help in re-prioritizing, etc.
* Career aspirations/goals.
* Feedback and inputs for the manager and organisation.

The manager should spend at least 80% of the 1:1 listening to the employee

Time: 2-4 weeks to start

Plan: Conduct Team Games

Do: Create an overall games committee for every business unit or function. Every team should have a representative. The aim of this committee is to create a repository of fun games that can be conducted within and across teams. The representative becomes the game's facilitator of their team. The representative can be rotated periodically. Games that focus on team communication, like Pictionary or Dumb Charades, can be played. This enables teams to talk to each other, losing their inhibitions.

Time: \< 2 weeks to start

Plan: Facilitate Team Knowledge Sharing Sessions

Do: Pair a senior and junior to form a team to conduct knowledge-sharing sessions. Every pair will host a knowledge-sharing session once a week. Every week, the couple who hosts the session will be different. Once everyone has had a chance to host a session, the two people forming a team can be changed. This initiative will help individuals in a team connect and collaborate better.

Time: 2-4 weeks to start

How to manage the above Plan and Do?

–Team Leads should own this.

* They should make the plan, do a part of their KRA for the quarter, and have metrics to measure performance.

How to communicate?

* Use internal communication channels to reach out to your teams and update them about your initiatives.

Measure:

* Team Leads should seek one-on-one feedback after implementing every initiative.

Act:

The Team Leads should use the feedback to improve the action plan.

**1.4. Team** collaboration\*\*: How do the employees perceive the extent of collaboration within their team?\*\*

Collaborating with ease and efficacy with team members leads to good workplace relationships. Hence, Team collaboration is a second-dimension engagement driver in the Empuls Pulse survey.

**1.4.1. Best Practices to improve team collaboration:**

Plan: Create a Peer-to-peer learning program

Do: Create smaller groups of 2s or 3s within teams and let each group member teach a skill they are good at. The smaller groups should present their group's effort to the larger team. These skills taught can also be added to the knowledge repository.

Time: >4 weeks to start

Plan: Conduct in-person (bonding) events

Do: Once every month or at least a quarter, let every team meet and do some fun activity- which goes beyond eating and drinking. It could be solving in a mystery room or hiking- any activity where teams must collaborate.

Time: 4 -12 weeks (about 3 months) to start

Plan: Set team goals as KPIs

Do: Setting goals for teams and making the individual members responsible for making progress is a way to nudge team members to collaborate and connect. By making them a part of the KPIs. Individuals would be nudged to take ownership and work towards them.

Time: 2-4 weeks to start

Plan: Team Community Building

Do: Create a community for the team members to connect and collaborate on work and non-work activities. Mandate that every individual collaborates on some project or activity with their team members at least once a month. As a process, highlight and celebrate the collaborations, no matter how small.

Time: \< 2 weeks to start

How to manage the above Plan and Do?

-HR and Team Leads should co-own the initiatives

-It should be a part of their KRA for the quarter

* Metrics to measure performance should also be decided upon

How to communicate?

* Use internal communication channels to reach out to your teams and update them about your initiatives.

Measure:

* The Team Leads should run a small team survey and get feedback after implementing every initiative.

Act:

The Team Leads should use the feedback to improve on the action plan, taking HR’s support

**Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

Insight: Most of your employees are unhappy with their team relationships.

**To improve the perception of working in a Committed team:**

Conduct frequent team meetings (formal and informal) to discuss the team's goals.

Tell me Why sessions

**To improve the employee belief that their team has the relevant competencies to achieve its goals:**

Introduction Workshop

Arrange for digital office Blind dates and water cooler sessions

**To improve team communication:**

Conduct fortnightly agenda less team meetings

Team Games

**To improve team collaboration:**

Team Community Building

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs**

Insight: While more than 50% of your employees are happy with their team relationships, there is a negative trend, which is at risk of becoming a weakness.

**To improve the perception of working in a Committed team:**

AMA team sessions

**To improve the employee belief that their team has the relevant competencies to achieve its goals:**

Arrange for digital office Blind dates and water cooler sessions

Team Quizzes

**To improve team communication:**

Monthly One-on-ones

Team Knowledge Sharing

**To improve team collaboration:**

Set team goals

Overall: Focus on communicating about the actions taken

**Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs**

**Insight:** More than 50% of your employees are happy with their team relationships; however, this has not improved.

**To improve the employee belief that their team has the relevant competencies to achieve its goals:**

Adding team praise as a recognition and performance metric

AMA team sessions

**To improve feelings about the organization structure:**

Team L\&D

Team skill building workshops (with internal and external SMEs)

**To improve team communication:**

Conduct Active Listening Workshops

**To improve team collaboration:**

Conduct physical bonding events

Peer-to-peer learning program

Overall: Focus on communicating about the actions taken

**Improving: Score between 3 and 4, showing an increasing trend**

Insight: More than 50% of your employees are happy with their team relationships, and there is an increasing trend in this sentiment. Work on converting this to a strength.

Continue doing what you are doing and use the good practices document to incorporate new initiatives that will turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4**

Insight: More than 80% of your employees are happy with their team relationships. This is an area of strength for your organisation. Keep up the good work!

Continue doing what you are doing, document your actions and share them with us. Use the Good Practices document to incorporate new initiatives to ensure this second-dimension engagement driver remains a strength.

**2. Managerial Relationships:** According to [Gallup's research](https://www.gallup.com/workplace/323573/employee-experience-and-workplace-culture.aspx), the manager alone accounts for 70% of the variance in team engagement. This is driven by the manager's innate tendencies, engagement, and the employee's perception of the manager's behaviours. The relationships that each manager forges with their team become an important indicator of the team and employee happiness.

In the Empuls Pulse Survey, five-second dimensional engagement drivers impact Managerial Relationships. They are:

* Supportive manager
* Coaching & mentoring
* Taking opinions seriously
* Objective decisions
* Autonomy

**2.1.** Supportive manager\*\*: Do the employees perceive their manager as supportive?\*\*

Like the famous saying goes, "people don't quit organisations, they quit managers". When employees have supportive managers, they are less likely to quit.

**2.1.1. Best Practices to improve support from the manager:**

Plan: Conduct a GROW framework training for Managers to turn into Coaching Managers

Do: Every quarter, conduct an ongoing training session for all your managers on progressively transforming into excellent coaching managers. The training should provide actionable insights, role plays, and real-life examples to explain the GROW framework. Your managers should be trained to help your employees establish a **G**oal, examine the current **R**eality, explore **O**ptions, and decide **W**hat they will do. Joseph Weintraub defines this type of coaching as *"an ongoing dialogue with the goal of increasing learning and improving one's ability to perform effectively now and in the future"*. This manager should be trained to use the GROW approach, which uses open-ended questioning combined with listening to lead employees to think about situations differently and be open to new ways of acting, all intending to bring out their best.

Time: 4 weeks to start

Plan: Create a **Mentor a manager** program

Do: Create a program where senior managers and management leaders turn to mentors. Then, allocate a mentor for every manager. The mentor's role is to coach the managers on how to manage their teams by providing advice and insights. Mandate that every mentor and manager connect at least once a fortnight. Let them both periodically monitor progress by reviewing the feedback the manager receives.

Time: \< 2 weeks to start

Plan: Create an Employee to Manager Feedback System

Do: Create a feedback system where employees actively seek out their managers for any support they may require. This feedback can be anonymous, and managers can be presented with a list of things to work on. Based on the feedback generated, the manager should also communicate to their team what they have focussed on for the month.

Time: >4 weeks to start

How to manage the above Plan and Do?

* The HR should co-own it along with the Managers and Senior Leaders

* While HR should help implement the initiatives, the managers and senior managers should ideate and develop plans and actions.

* The initiative and its outcomes should be part of the KRAs of all three owners, and the outcomes should have metrics to measure efficacy.

How to communicate?

* The managers and senior leaders should inform their teams about the initiatives being taken to train the managers to improve.

Measure:

* The HR should run a small team-wise survey and seek feedback after implementing every initiative.
* HR should also monitor the progress made by individual managers by looking at their individual scores given by their teams.

Act:

The HR and Managers should use the feedback to improve the action plan.

**2.2.** Coaching & mentoring\*\*: Do the employees feel that their manager is a coach and mentor to them?\*\*

In [Gallup’s *How Millennials Want to Work and Live*](https://www.gallup.com/workplace/238073/millennials-work-live.aspx) report, one of the key findings was that millennials wanted coaches, not bosses or managers. The ability to coach is more important now than ever for managers to keep their teams happy. Coaching and mentoring are a second-dimension engagement driver in the Empuls Pulse Survey

**2.2.1. Best Practices to improve** Coaching & mentoring **from the manager:**

Plan: Run a team-specific KYT (Know Your Team) Program

Do: Every team should have a KYE program. The aim of this program is to know an employee better. All details of every team member, including their skill, experience, and aspirations, should be captured. Managers should know all these details about their employees and be tested on them.

Time: 2-4 weeks to start

Plan: Conduct **Art of delegation** workshops

Do: Let senior managers or members from the management team run a two-hour workshop for managers on how to delegate tasks. The workshop should also cover how managers can enable their teams to handle their tasks efficiently. Delegation gives ownership and by enabling the team members to fulfill a task completely, coaching between the manager and their team member happens organically.

Time: \< 2 weeks to start

Plan: Monthly and Quarterly 1:1 goal setting and tracking session

Do: Managers should individually work with each of their team members to help them set their monthly, quarterly, and yearly goals. They should also have a 1:1 session every month to just track the progress on the goals and to help their team members find ways to improve and stay on track.

Time: >4 weeks to start

Plan: Begin with the leaders

Do: Every leader and business unit head should be giving meaningful feedback and applause to their reportees frequently. They should also offer tips and hacks to help their teams improve. This creates an organization where mentorship and coaching happen as a part of the process and hence is easy to feel and perceive.

Time: > 2 weeks to start

Plan: Conduct a GROW framework training for Managers to turn into Coaching Managers

Do: Conduct an ongoing training session for all your managers on progressively transforming into excellent coaching managers every quarter. The training should provide actionable insights, role plays, and real-life examples to explain the GROW framework. Your managers should be trained to help your employees establish a **G**oal, examine the current **R**eality, explore **O**ptions, and decide **W**hat they will do. Joseph Weintraub defines this type of coaching as *"an ongoing dialogue with the goal of increasing learning and improving one's ability to perform effectively now and in the future"*. The managers should be trained to use the GROW approach, which uses open-ended questioning combined with listening to lead employees to think about situations differently and be open to new ways of acting, all intending to bring out their best.

Time: 4 weeks to start

How to manage the above Plan and Do?

* The Leadership and Managers should co-own the initiatives

* It should be a part of their KRA for the quarter and have metrics to measure performance.

How to communicate?

* Use internal communication to let your team know what the initiatives are about.

Measure:

* The Leadership and Managers should run a small team-wise survey and seek feedback after implementing every initiative.

Act:

The Leadership and Managers should use the feedback to improve on the action plan.

**2.3.** Taking employee opinions seriously\*\*: Do your employees feel that their manager cares for their opinion and acts on any feedback?\*\*

Feeling that their voice matters to their manager is important for employees. It helps them feel empowered and motivated to work. Taking employee opinions seriously is a second-dimension engagement driver in the Empuls Pulse Survey.

**2.3.1. Best Practices to improve your employees feeling their manager cares for their opinion and acts on any feedback:**

Plan: Periodic Engagement Surveys by Managers for Employees

Do: Create a system where every manager runs customized engagement surveys to understand what their teams care about and want to be listened to. They should then collate and act on the feedback, keeping their team aware of the survey learnings and action taken.

Time: 2-4 weeks to start

Plan: Listening Court

Do: Every team should have a listening court once every two weeks, where the manager's only role is to listen. Employees are given a free hand to provide feedback, complaints, and accolades about all aspects of their work and life. They should be encouraged to share their thoughts. Whenever there is a lull, managers can use pointers to initiate discussions around topics of employee relevance.

Some examples of pointers to keep the discussion flowing:

* What do you think about the attendance policy?
* Did you see the recent policy change on the payroll? Have any comments?
* Is the process flow in the new project seamless? Are there ways to improve them?
* Are there any new skilling programs that we can sign up for?

Time: \< 2 weeks to start

Plan: Seek quarterly feedback at every stage of an employee’s lifecycle

Do: The HR, through the managers, should seek feedback through forms on hiring to exit stages of an employee. These should be administered every quarter.

* They should encompass the following aspects:
* Workflow and organizational processes
* Remote work
* Day-to-day work life
* Employees and their family well-being

Feedback received should be incorporated and the changes made must be conveyed to the teams.

Time: >4 weeks to start

How to manage the above Plan and Do?

-The HR and Managers should co-own the initiatives

-HR should help the Managers design and implement the initiatives

* It should be a part of their quarterly KRAs and have metrics to measure performance.

How to communicate?

* Use internal communication to let your team know what the initiatives are about.

Measure:

* The HR and Managers should run a small team-wise survey and seek feedback after implementing every initiative.

Act:

The HR and Managers should use the feedback to improve the action plan.

**2.4.** Objective and transparent decision making\*\*: Do your employees perceive the decision-making process of their managers and your organisation as objective and unbiased?\*\*

Transparency and objectivity in decision making goes a long way in the employees trusting their managers and respecting the decisions made. It is also an important influence on the employee-manager relationship.

**2.4.1. Best Practices to** **ensure your employees feel that the decision-making process used by their managers and your organisation is objective and fair:**

Plan: Adopt OKR framework in your organisation

Do: The Objectives and Key Results goal-setting framework not only helps your entire organization set aligned goals but also helps track and measure them objectively. This way, managers can measure, align, and track their teams' performance while ensuring that team members are aware that the entire process is transparent and not biased.

Time: 2-4 weeks to start

Plan: Create an Organizational Decision-Making Philosophy

Do: The Leadership should work together to create a framework for decision making which explains how all kinds of decisions are taken in the organization. This framework should be published and circulated across the organization. The Leadership should then conduct periodic training sessions for managers on how to use this framework. The Leadership should give real examples and do role-plays to explain the framework practically. Managers should be tested after every training session is conducted.

Time: 4 weeks to start

How to manage the above Plan and Do?

* The Leadership team here should own the initiatives

* It should be a part of their KRA for the quarter

* One of the metrics for measuring the performance would be the manager approval ratings

How to communicate?

* The Leadership should use emails and Empuls Town hall to educate and communicate to everyone about the initiatives taken.

Measure: The Leadership and Managers should run a survey and seek feedback after implementing every initiative.

Another measure would be looking at if the manager approval ratings are improving or not

Act:

The Leadership should use the feedback to improve the action plan.

**2.5.** Autonomy to employees\*\*: Do your employees feel that they can autonomously take decisions?\*\*

Autonomy is one of the key pillars of employee engagement according to Daniel Pink. According to Pink, autonomy serves as an intrinsic motivator which results in employees having more creativity and ownership.

**2.5.1. Best Practices to improve the feeling of autonomy in your employees:**

Plan: Define clear cut goals, processes, and roles

Do: To enable autonomy for your employees, the first thing is to ensure they are aware of their role, the goals they seek to achieve, and the processes in place. Have a clear dos and don'ts list to ensure that your employees know what is acceptable and what is not.

Time: 4 weeks

Plan: Improve internal communication

Do: Communication is the key to developing autonomy. Internal communication channels should enable two-way communication between the employees and their managers/leaders. This way any hitch that employees face can be quickly communicated and removed.

Time: 2 weeks to start

Plan: **Get out of the way!** Training for managers and leaders

Do: Leaders and managers should be trained to stop micromanaging and learn to move out of the way after telling their teams what they want. This ensures that the leaders and managers consciously avoid influencing decisions that individuals can make by themselves. To conduct this training, have an external SME or a senior leader who is appreciated for being a great manager. The training should help managers:

* Delegate tasks and set meaningful goals
* Assess and gauge the time needed by their team to complete the tasks
* Be able to check without stressing out the employees
* Help managers assist their teams to prioritise and be on track

Time: 2-4 weeks

How to manage the above Plan and Do?

* The Leadership team should own the initiatives

* It should be a part of their KRA for the quarter and have metrics to measure performance.

How to communicate?

* The leadership should use emails and Empuls Town hall to announce and communicate about the initiatives taken.

Measure: The Leadership should run a small team-wise survey and seek feedback after implementing every initiative.

Act: The Leadership should use the feedback to improve the action plan.

**2.6. Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

Insight: Most of your employees are not happy with their managerial relationships.

**To improve support from the manager:**

Mentor a manager program

**To improve Coaching & mentoring from the manager:**

Art of delegation workshop

Begin with the leaders

**To improve your employees feeling that their manager cares for their opinion and acts on any feedback:**

Listening Court

**To improve your employees feeling that the decision-making process adopted by their managers and your organization is objective and fair:**

Adopt OKR framework in your organisation

**To improve the feeling of autonomy in your employees:**

Improve internal communication

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs**

Insight: While more than 50% of your employees are happy with their managerial relationships, there is a negative trend, and this is at risk of becoming a weakness.

**To improve support from the manager:**

Training for Managers

**To improve Coaching & mentoring from the manager:**

Run a team specific KYE (Know Your Employee) Program

**To improve your employees feeling that their manager cares for their opinion and acts on any feedback:**

Periodic Engagement Surveys by Managers for Employees

**To improve your employees feeling that the decision-making process adopted by their managers and your organization is objective and fair:**

Adopt OKR framework in your organisation

**To improve the feeling of autonomy among your employees:**

**Get out of the way!** Training for managers and leaders

Overall: Focus on communicating about the actions taken

**Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs**

Insight: More than 50% of your employees are happy with their managerial relationships; however, this has not improved.

**To improve support from the manager:**

Employee to Manager Feedback

**To improve Coaching & mentoring from the manager:**

Monthly and Quarterly one-on-one goal setting and tracking session

**To improve your employees’ feeling that their manager cares for their opinion and acts on any feedback:**

Feedback forms for every stage of an employee’s lifecycle

**To improve your employees’ feeling that the decision-making process adopted by their managers and your organisation is objective and fair:**

Create Organizational Decision-Making Philosophy

Adopt OKR framework in your organisation

**To improve the feeling of autonomy in your employees:**

Define clear-cut goals, processes, and roles

Overall: Focus on communicating about the actions taken

**Improving: Score between 3 and 4, showing an increasing trend**

Insight: More than 50% of your employees are happy with their managerial relationships, and there is an increasing trend in this sentiment. Work on converting this to a strength.

Continue doing what you are doing and use the Good practices document to incorporate new initiatives that will turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4**

Insight: More than 80% of your employees are happy with their managerial relationships. This is an area of strength for your organisation. Keep up the good work!

Continue doing what you are doing, document your actions and share them with us. Also use the good practices document to incorporate new initiatives to ensure that this second-dimension engagement driver remains a strength.

**3. Values:** An organisation's values determine how its people are treated and made to feel. A [research report](https://www.sciencedirect.com/science/article/pii/S2542454819301067#:~:text=Shared%20organizational%20values%20provide%20comfort,which%20ultimately%20brings%20better%20performance.\&text=Work%20climate%20and%20cultural%20values,teamwork%2C%20and%20relationships%20among%20staff.) states that *Shared organizational values provide comfort to employees and meaning and purpose to work, which ultimately leads to better performance.*

In the Empuls Pulse Survey, there are six second dimensional engagement drivers that impact the Values engagement driver. They are:

* Ethics
* Transparency
* Trust
* Equity
* Belongingness
* Caring

**3.1. Ethics: To what extent do the employees believe that their organisation will adhere to the highest standards of ethics?**

Quoting from a [research report](https://www.researchgate.net/publication/346085378_The_Impact_of_Business_Ethics_on_Employee_Engagement_Case_Study_from_the_Jordanian_Social_Security_Corporation): *Employee engagement is influenced by business ethics, as business success is strongly influenced by ethics nowadays*. Organisational ethics are important indicators of the organisation’s values and so they are a second-dimension engagement driver in the Empuls Pulse survey.

**3.1.1. Best Practices to improve the perception of working in an ethical organization:**

Plan: Create an Ethics Manifesto and publish it

Do: In case the ethics of your organization are not documented or published, create an Ethics Manifesto for your organization and print, publish, and share it. The Leadership should be directly involved in this initiative. One member from the Leadership team should oversee the process of creating the manifesto and publishing it. This manifesto should be available in public domain and should be individually shared with every employee as well.

Time: 2-4 weeks

Plan: Conduct periodic training on your organizational ethics

Do: While your employees might have access to your ethics manifesto, they need to be proactively trained on them. At induction and afterwards, senior leaders should conduct a one-two hour session on your organisational ethics.

They should cover the following:

* Give an overview about your organisational ethics
* Elucidate why each one of them is important
* Give examples of scenarios where possible circumstances of breach might occur and how such scenarios can be addressed

Time: \< 2 weeks to start

Plan: AMA sessions on ethics

Do: Senior leaders should conduct periodic AMA sessions to clarify the ethics code and to proactively help the employees adhere to them.

Time: 3 weeks to start

Plan: Create an ethics committee to address any breach of ethics

Do: The leadership should create an ethics committee to which any breach can be reported. This committee will address and correct any violation of ethics. The committee should also create suitable redress mechanisms and punishments for any violation, depending on the severity of the breach. This committee should comprise a heterogeneous mix of employees.

Time: 4 weeks

How to manage the above Plan and Do?

-The Leadership team should own the initiatives

-It should be a part of their KRA

How to communicate?

* Publish the Ethics Manifesto on your website, employee handbook, and as part of your customer resource center.
* Other initiatives can be announced on the company email channels and The Empuls Town Hall

Measure:

* The Leadership should conduct quizzes to measure understanding of the ethics manifesto.

Act:

The performance in the quiz is indicative of understanding and should be used as feedback to improve on the action plan.

**3.2.** Transparency\*\*: To what extent do the employees believe your organisation is transparent?\*\*

Transparency in an organisation is essential for employees to feel motivated and engaged, as Deloitte's [research](https://www2.deloitte.com/content/dam/insights/us/articles/employee-engagement-strategies/DR16_irresistibleorganization.jpg) also points out. In the Empuls Pulse Survey, Transparency is a second-dimension engagement driver that influences an employee's opinion on the organisation's values.

**3.2.1. Best Practices to improve transparency in you organization:**

Plan: Conduct a transparency audit for all processes

Do: Create a process audit committee comprising employees of different designations from different departments. The committee should audit and evaluate the transparency in existing processes, department-wise. Each process should be able to answer the 5Ws and 1H for your employee. If it does not, then make a note of it to improve it. Seek feedback from the stakeholders using the process to understand how it can be made better and then take actions to improve it.

Time: > 4 weeks

Plan: Enable periodic communication and discussion between Leadership and the employees

Host AMAs, Town Halls, and make your leadership members send periodic emails to your employees to clarify any queries or concerns about anything related to the organisation.

Time: \< 2 weeks to start

How to manage the above Plan and Do?

* The Senior Leaders and HR should own the initiatives together.

-The initiatives should be part of their KRA continuosly.

How to communicate?

* Initiatives can be announced on the company email channels and in the Empuls Town Hall

Measure:

* Send surveys to get feedback on the initiatives taken.

Act:

The Senior Leaders and HR should use feedback to improve on the action plan.

**3.3.** Trust\*\*: To what extent do the employees believe your organisation is transparent?\*\*

Quoting a Forbes article, *Trust is a cornerstone of work relationships and a key component of organizational effectiveness. It’s also a fundamental requirement in creating a great place to work.*  [For employees](https://www.edelman.com/news-awards/2019-edelman-trust-barometer-reveals-my-employer-most-trusted-institution) usually, their employers are the most trusted organization and hence it becomes an important second dimension engagement driver.

**3.3.1. Best Practices to improve trust in you organization:**

Plan: Conduct an audit and remove punitive practices

Do: Create a committee to evaluate all the policies and practices in place. Remove any practice which takes punitive measures. For example, offering a wellness program which penalises smoking or a mandatory attendance policy which monitors the hours an employee is logged in and deducts from the PTO when the hours fall below a minimum threshold. Instead, the focus should be on bringing in practices that empower your employees.

Time: \< 4 weeks

Plan: Create norms of trust

Do: Organizations can create norms and cultures of trust by weaving care into the daily interactions of their employees.

HR should identify trust-building opportunities such as:

* Providing spaces and events for employees to develop interpersonal relationships
* Advocating and acting on inclusive practices
* Providing work flexibility
* Incorporating policies and procedures that include employees in organisational decision-making.

They should then work with the leadership to incorporate the trust-building activity in the company’s DNA. When trust and positive social exchanges are encouraged, it then becomes an expectation and a norm among employees.

Time: \< 2 weeks to start

How to manage the above Plan and Do?

-The Senior Leaders and HR should co-own the initiatives

-The initiatives should be a part of their KRA, on a continuous basis.

How to communicate?

* Initiatives can be announced on the company email channels and The Empuls Town Hall

Measure:

* Send surveys to get feedback on the initiatives taken.

Act:

Used the feedback to improve on the action plan.

**3.4. Equity: To what extent do the employees believe that your organisation treats everybody fairly? Does everyone have access to the same growth opportunities and the same resources to achieve them?**

Equity theory is based on perception, however: what we *perceive* to be fair and just. Equity, in today’s work environment, is also used in the context of diversity and inclusion and plays an important role in the employees’ opinions about the organisation’s values.

**3.4.1. Best Practices to improve equity in you organisation:**

Plan: Create and publish a DE\&I policy and strategy document.

Do: Involve a heterogenous group of your employees in creating, documenting, and publishing your DE\&I policy and strategy document. This group should be a fair representation of all the diverse sets of employees in your organisation. The aim of your DE\&I policy document is to (if need be) create and capture your organisation’s DE\&I policy. It should also elucidate the strategy in place for DE\&I, capturing:

* The status with respect to the current employee ratio across various diversity dimensions

* The plan, including a 3-month, 6-month, 9-month, 1 year and 3-year plans

* The metrics to measure performance

* The ways in which the DE\&I initiatives will be monitored

Time: 4 weeks

Plan: Conduct periodic DE\&I Trainings

Do: Involve internal and external resources to conduct DE\&I training. The aim of these trainings is to:

* Sensitize your employees on various aspects of diversity and inclusion
* Clarify any questions they may have
* Help address and escalate any challenge faced

Time: \< 2 weeks to start

Plan: Create employee resource groups (ERG)

Do: Involve senior leaders in your organisation to create and run employee resource groups that address employee concerns and foster their growth. Each ERG would be affiliated to a particular cause/community of people such as ethnic minorities, women etc. These ERGs should be employee-led groups that allow employees from a variety of backgrounds to find a community of like-minded individuals within the organisation, fostering feelings of acceptance and future shared experiences. ERGs are particularly helpful for remote workers, as a remote structure can make it more difficult for employees to build community and experience inclusion inside their organisation.

Time: 2-4 weeks to start

How to manage the above Plan and Do?

-The Senior Leaders and HR should co-own the initiatives

-It should be a part of their KRA, on a continuous basis.

How to communicate?

* The various initiatives can be announced on the company email channels and The Empuls Town Hall

Measure:

* The Senior Leaders and HR should send periodic DE\&I surveys to get feedback on the various initiatives taken.

Act:

The Senior Leaders and HR should use the feedback to improve on the action plan.

**3.5. Sense of** Belonging\*\*: Do your employees feel they belong to your organization?\*\*

A sense of belonging to an organization is important for employee loyalty and motivation. It plays an important role in the employees’ opinions about the organisation’s values. [A study](https://www.forbes.com/sites/rebeccafraserthill/2019/09/16/belonging-at-work/?sh=7b3a0bab4ab8) found that Employees with a high sense of belonging take 75% fewer sick days than employees who feel excluded.

The Empuls Pulse Survey considers belonging as a second-dimension engagement driver.

**3.5.1. Best Practices to improve the** sense of belonging **in your employees:**

Plan: Create an ally network for your employees

Do: Invite employees to form an ally network. The first step in forming an ally network is to involve senior leaders and employee volunteers to form a group that seeks to answer the following questions:

* What challenges and obstacles do under-represented colleagues face in our organisation?
* How can we remove them?

The answers can be found by having discussions with under-represented employees and new-joinees. The ally network then proactively engages with the employees and the organization to try and eliminate exclusion. The ally network should also open communication channels for employees to reach out when they experience exclusion.

Time: 4 weeks

Plan: Create a Dos document to handle circumstances of exclusion

Do: There may be times when a team-member is excluded for unavoidable reasons. To mitigate the impact of exclusion on the employee, create a Dos document to help them.

Time: 2-4 weeks

Plan: Have periodic celebrations and recognitions

Do: Celebrations and recognition increase bonding and the feeling of equity. Encourage teams to celebrate together by going out for dinners and outings. It also promotes a culture of recognition in the company.

Time: 2 weeks

How to manage the above Plan and Do?

-The Senior Leaders and HR should co-own the initiatives

-The initiatives should be part of their KRA, continuously.

How to communicate?

* Initiatives can be announced on the company email channels and The Empuls Town Hall,

Measure:

* The Senior Leaders and HR should send surveys to get feedback on the initiatives taken.

Act: The Senior Leaders and HR should use the feedback to improve the action plan.

**3.6.** Caring\*\*: Do your employees feel that your organization cares for them?\*\*

The feeling of being cared for boosts security and happiness, leading to more engaged employees.The Empuls Pulse Survey considers belonging as a second-dimension engagement driver.

**3.6.1. Best Practices to improve the of being cared for in your employees:**

Plan: Invest in well-being programs

Do: Offer physical and mental health well-being programs to your employees as part of their benefits packages. Work stress and the pandemic stress have led to a lot of fatigue in the workplace. Offering well-being programs and benefits will go a long way in making employees feel cared for.

Time: 4 weeks

Plan: Meet the Extended Employees aka Family Event

Do: Periodically conduct events that involve the employee families also. With WFH becoming the norm, the families of employees have become a part of the workplace. Involving them in events is a great way to engage and get to know your employees.

Time: 2-4 weeks

Plan: Offer Family benefits

Do: Offer benefits tailored for the employee's entire family. These include medical care, childcare facilities, child education support, etc. Such benefits make the employees feel that their organisation cares for them.

Time: \< 2 weeks to implement.

Plan: Impromptu Check-ins

Do: Encourage the managers and senior staff to check-in with their colleagues spontaneously. Discuss their health and their families.

Time: \< 2 weeks

How to manage the above Plan and Do?

-The HR should own the initiatives

-They should be a parr of their KRA, on a continuous basis.

How to communicate?

* Initiatives can be announced on the company email channels and The Empuls Town Hall

Measure:

* Send surveys to get feedback on the initiatives taken.

Act:

Use the feedback to improve on the action plan.

3.7. **Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

Insight: Most of your employees are not happy with your organisation’s values.

**To improve the perception of working in an ethical organization:**

Create an Ethics Manifesto and publish it

Ethics training

**To improve transparency in your organization:**

Enable periodic communication and discussion between Leadership and the employees

**To improve trust in your organization:**

Create norms of trust

Audit and remove punitive practices

**To improve equity in your organization:**

DE\&I Trainings

**To improve the sense of belonging in your employees:**

Have periodic celebrations and recognitions

**To improve the of being cared for in your employees:**

Offer Family benefits

Impromptu Check-ins

Overall: Focus on communicating about the actions taken

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs**

Insight: While more than 50% of your employees are happy with your organisation’s values, there is a negative trend, and this is at risk of becoming a weakness.

**To improve the perception of working in an ethical organization:**

Create an Ethics Manifesto and publish it

Ethics training

**To improve transparency in your organization:**

Enable periodic communication and discussion between Leadership and the employees

Audit and embed transparency in every process and share all organizational information

**To improve trust in your organization:**

Create norms of trust

Audit and remove punitive practices

**To improve equity in your organization:**

Create employee resource groups (ESG)

**To improve the sense of belonging in your employees:**

Create Dos to handle circumstances of exclusion

**To improve the of being cared for in your employees:**

Meet the Extended Employees aka Family Event

Overall: Focus on communicating about the actions taken

**Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs**

Insight: More than 50% of your employees are happy with your organisation’s values; however, this has not improved.

**To improve the perception of working in an ethical organisation:**

AMA sessions on ethics

A mechanism to address any breach of ethics

**To improve transparency in your organisation:**

Audit and embed transparency in every process and share all organisational information

**To improve trust in your organisation:**

Audit and remove punitive practices

**To improve equity in your organisation:**

Create and Publish DE\&I policy

**To improve the sense of belonging in your employees:**

Promote the creation of an ally network for your employees

**To improve the of being cared for in your employees:**

Invest in well-being programs

Overall: Focus on communicating about the actions taken

**Improving: Score between 3 and 4, showing an increasing trend**

Insight: More than 50% of your employees are happy with your organisation's values, and there is an increasing trend in this sentiment. Work on converting this to a strength.

Continue doing what you are doing and use the Good Practices document to incorporate new initiatives to turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4**

Insight: More than 80% of your employees are happy with your organisation values. This is an area of strength for your organisation. Keep up the good work!

Continue doing what you are doing, document your actions and share them with us. Use the Good Practices document to incorporate new initiatives to ensure the second-dimension engagement driver remains a strength.

**4. Culture:** Borrowing the definition of Culture from [Deloitte](https://www2.deloitte.com/us/en/insights/focus/human-capital-trends/2016/impact-of-culture-on-business-strategy.html): "Culture describes "the way things work around here." Specifically, it includes the values, beliefs, behaviours, artefacts, and reward systems that influence people's behaviour on a day-to-day basis. It is driven by top leadership and becomes deeply embedded in the company through many processes, reward systems, and behaviours. Culture includes all the behaviors that may or may not improve business performance. Today, culture is a CEO-level issue and something that can be measured and improved to drive strategy." Elaborating on the connection between culture and employee engagement, Deloitte states that when culture is aligned with an organisation's business strategy, it attracts talent who are comfortable with the culture and, hence, are highly engaged at work.

In the Empuls Pulse Survey, five-second dimensional engagement drivers impact the Organisational Culture. They are:

* Collaboration

* Attitude towards failure

* Learning culture

* Risk taking

* Innovation

**4.1.** Collaboration\*\*: To what extent do your employees feel that they can collaborate across all functions in your organization?\*\*

A [Stanford study](https://www.sciencedirect.com/science/article/abs/pii/S0022103114000420?via%3Dihub) pointed out that employees who collaborate with their colleagues or are perceived to collaborate on a task are more productive, report less fatigue, and have higher engagement levels. In the Empuls Pulse Survey, Collaboration features as a second-dimension engagement driver.

**4.1.1. Best Practices to Improve Collaboration:**

Plan: Incentivize collaboration

Do: One reason people do not collaborate is that there is no incentive to do so. Incentivize collaboration by making collaborative assignments a part of everyone's KRA. Every single employee should have at least one task that requires collaboration with other team members.

Time: 4 weeks to start

Plan: Think out of the box sessions

Do: Hold fortnightly team sessions titled *Think Out of the Box.* Here, the team lead should propose a real or imaginary problem faced by the team/organisation, and team members should pair up to solve the problem. The solutions can be documented, and every suggestion used—even if for another problem—credit the employees behind it.

Time: 2-4 weeks to start

Plan: Fortnightly team chime-ins and shout outs

* Do: Teams should have a fortnightly meeting where every individual has 3 minutes to talk about three things:
* Tasks that they collaborated on
* Folks they collaborate with
* Three things that went well and one thing that did not go well

Time: \< 2 weeks to start

Plan: Publish POCs list for inter-team collaborations

Do: Create a POC list which is accessible to every employee. This way an employee can get in touch with the person on the POC list to collaborate with other teams/functions.

Time: \< 2 weeks to start

How to manage the above Plan and Do?

The Team Leads should own these initiatives

They should be a part of their KRA for the quarter

They should have metrics to measure performance.

How to communicate?

* Use internal communication channels to reach out to your teams and update them about your initiatives
* Invite discussions on what else can be done

Measure:

* Team Leads should run a small survey and seek feedback after implementing every initiative.

Act:

The Team Leads should use the feedback to improve the action plan.

4.2. Attitude towards failure: Do your employees feel they can try new things and fail without fear of retribution?

[Research](https://www.researchgate.net/publication/275109373_Perceived_organizational_support_and_risk_taking) has repeatedly pointed out that when supervisors strongly believed the organization was

trustworthy in risky situations, their reporting employees' trust on perceived organizational support for any failure related was higher, leading to better performance and trust. It becomes pertinent for organizations to let their employees know that it is all right to fail.

**4.2.1. Best Practices to improve your employees’ feeling that they can try new things and fail without fear of any retribution:**

Plan: Celebrate an unsuccessful attempt day

Do: Consider holding a celebration day once a month or once a quarter to acknowledge unsuccessful attempts at problem-solving. This can be done at both business function and company-wide levels. Encourage leaders to speak about their unsuccessful attempts and invite others, including managers and employees, to share their experiences. The gathering should be a fun event where everyone is cheered for trying, and individuals are recognised or rewarded for their efforts.

Time: 4 weeks to start

Plan: Fail to succeed document

Do: Create a team-wide fail to success document which is publicly available. The document should contain the following:

* What was the problem which the attempt was solving?
* What went wrong?
* How was the solution evaluated in the first place?
* At what point did the person find out that something went wrong?
* What was the damage and how was it handled?
* What are the learnings and how are they/will they be used?

Time: 2-4 weeks to start

How to manage the above Plan and Do?

One person from HR and every Team Lead should co-own these initiatives.

They should be a part of their KRA for the quarter and have metrics to measure performance.

How to communicate?

* Use internal communication channels to reach out to your teams and update them about your initiatives
* Invite discussions on what else can be done

Measure:

* HR should run a small survey and seek feedback after implementing every initiative.

Act:

The Team Leads should use the feedback to improve the action plan.

**4.3. Learning** Culture\*\*: Do your employees feel that you nurture a learning culture in your organization?\*\*

[Deloitte’s extensive research](https://humancapitalresearch-legacy.deloitte.comm/lib/rs/ShowDocument.aspx?docid=103312171) has pointed out that *the single biggest driver of business impact is the strength of an organization’s learning culture*. Learning culture enables organizations to identify and solve problems in their products, services, and business processes. It is an important second-dimension driver in the Empuls Pulse Survey.

**4.3.1. Best Practices to foster a learning culture in your organization:**

Plan: Create rewards and recognition to incentivize learning

Do: Your R\&R strategy should also incentivize learning by appreciating and applauding team members who learn to acquire new skills, clear certifications, or enrol on educational programs. HR, in collaboration with the leadership, should discuss how this can be enabled and implemented.

Time: 4 weeks to start

Plan: L\&D as a KRA

Do: HR should work with the leadership to create a policy where L\&D can be seamlessly incorporated within the organization’s DNA. They should make L\&D as a part of every employee’s KRA covering the following:

* Skills and knowledge to be acquired every quarter.
* Work scenarios and projects where they will use them after learning them.
* On-the-job situations where their knowledge would be practiced.
* Certifications/examinations/on-the-job tests to measure the knowledge gained.
* Seniors/colleagues whom they can reach out to for learning help.

Time: 2-4 weeks to start

Plan: Internal L\&D repository

Do: HR with Leadership should embark on creating an internal repository. This internal repository should be created as both an organisation-wide document and a team-specific one. Every team member should be involved in contributing to this. The plan to develop or make it better should contain the following:

* Team-wise SPOCs who are responsible for contributing to their team’s L\&D
* Timelines to complete the entire exercise
* A standardized framework to go about creating the L\&D resources
* Volunteers to contribute as well as test the resources
* The repository where it will be published

Time: \< 2 weeks to start

Plan: Offer L\&D training on specific topics and skills.

Do: Create a budget, tie up with external partners, and offer employee training on specific topics and skills. The topics can be chosen based on popular demand or industry trends.

Time: 2-4 weeks to start

Plan: Offer L\&D reimbursement as benefits

Do: As a part of your benefits package, you can offer to reimburse or partly fund any L\&D program employees take.

Time: 4 weeks to start

How to manage the above Plan and Do?

* HR and one Leadership team member should co-own these initiatives
* They should be the core members of the L\&D committee.
* The implementation should be a part of their annual KRA and have metrics to measure performance.
* More members from other departments can be added as needed.

How to communicate?

* Use internal communication channels to reach out to your teams and update them about your initiatives.
* Initiate discussions on Empuls.

Measure:

* The L\&D committee should run a small survey and seek feedback after every initiative implementing every initiative.

Act:

The L\&D committee should use the feedback to improve the action plan.

**4.4.** Risk Taking\*\*: Does your organization encourage employees to take risks?\*\*

Extensive [research](https://www.emerald.com/insight/content/doi/10.1108/14601060410565010/full/html) has often pointed out that an employee's ability to take risks, promoted by the organization's culture towards risk-taking, leads to enhanced creativity in the employee. This, in turn, results in more creative outcomes. Hence, it is a crucial second-dimension engagement driver in the Empuls Pulse Survey.

**4.4.1. Best Practices to encourage employees to take risks:**

Plan: Create a smart-risks framework

Do: Involve all the function heads and create a framework.

The framework should contain the following:

* Define what kinds of risks are smart

* What kinds of risks can be taken

* The trade-offs that happen

* How to do a SWOT analysis to evaluate the risks

* Define the limits for sticking to these risky actions and risk mitigation tactics to be deployed

* How your employees can go about taking them

* How to keep their managers in the loop

* When the managers should escalate the risk

A defined framework and process will help your employees not only know what kind of risks are promoted but also help them align with what your organization can advocate and handle.

Time: 4 weeks to start

Plan: Identify models of risk-taking within the organization

Do: To help define and emulate risk takers, identify the ideal risk takers in your organization and showcase their behaviour. They are your model risk-takers because they subscribe to your organization's perception of ideal risk-taking. Have them speak on what they did and how they went about it.

Time: \< 2 weeks to start

Plan: Yes, to risk-taking, yes to rewards!

Do: Use rewards and recognition to applaud risk-takers for their efforts and discuss their accomplishments.

Time: 2-4 weeks to start

How to manage the above Plan and Do?

* A Leadership member should co-own the initiatives with the Managers
* It should be a part of their annual KRA and have metrics to measure performance

How to communicate?

* Use internal communication channels to reach out to your teams and update them about your initiatives
* Use Empuls and other communication tools to broadcast the outcome of the initiative taken

Measure:

* The Leadership member should run a small survey and seek feedback after implementing every initiative.

Act:

The Leadership member should use the feedback to improve the action plan.

**4.5.** Innovation\*\*: Do your employees think that your organization encourages innovations?\*\*

If we don't innovate, we stagnate is a famous saying. Organizations that foster innovation grow rapidly, create new product and service lines, and have happy employees.

**4.5.1. Best Practices to encourage innovation:**

Plan: Create a digital suggestion box

Do: Create an email account where employees can mail in suggestions or innovations for any product, process, or aspect of your organization. Periodically remind your employees to mail in.

Time: \< 2 weeks to start

Plan: Creative Hour/retreats

Do: Allocate time team-wise for employees to brainstorm ideas around specific team goals and challenges. This should happen periodically. Encourage them to think outside the box and use design thinking principles wherever needed.

Time: 2-4 weeks to start

Plan: Conduct Innovation tournaments

Do: Host an Innovation tournament quarterly or half yearly. You can go about hosting it in the following way:

* Specify the challenges and areas of your organization for which you seek innovative solutions.
* Your employees can pick one or more challenges.
* Ask your employees to provide a comprehensive solution document, which includes the proposed solution, measurement metrics, and implementation plan.
* Employees can go beyond what is listed and offer their out-of-the-box solutions for other challenges as well.
* Let the leadership award the best ones, implement some, and give feedback!

Time: 4 weeks to start

Plan: Document every idea

Do: Create a centralized repository that documents all suggested ideas, whether implemented or not, and grant employees view access.

Time: 4 weeks to start

How to manage the above Plan and Do?

* One Leadership member should own the initiative
* They should work together with Managers for implementing the initiatives
* The initiatives should be a part of the Leadership member's annual KRA and have metrics to measure performance.

How to communicate?

* The Leadership member should send emails to the group email and initiate conversations on Empuls about the initiatives being taken.

Measure:

* The leadership member should run a small survey and seek feedback after implementing every initiative

Act:

The leadership members should use the feedback to improve on the action plan.

**4.6. Actionable Insights on the Pulse Survey Results**

**Weak: Score less than 3.**

Insight: A majority of your employees are not happy with your culture.

**To improve** Collaboration within your **organization:**

Publish POCs list for inter-team collaborations

Fortnightly team chime-ins and shout-outs

**To improve your employees’s feeling that they can try new things and fail without fear of any retribution**

Fail to succeed document

**To foster a learning culture in your organization:**

Internal L\&D repository

**To encourage employees to take risks:**

Identify models of risk-taking within the organization

Overall: Focus on communicating about the actions taken

**To encourage innovation:**

Create a digital suggestion box

**At risk: Score between 3 and 4, showing a downward trend in the last 3 pulse runs**

**Insight:** While more than 50% of your employees are happy with your culture, there is a negative trend, which is at risk of becoming a weakness.

**To improve** Collaboration within your **organization:**

Think out-of- the-box sessions

**To encourage your employees to take risks and learn from their mistakes without fear of consequences.**

Fail to succeed document

Celebrate unsuccessful attempts day

**To foster a learning culture in your organization:**

Offer L\&D training on specific topics and skills

**To encourage employees to take risks:**

Yes, to risk-taking, yes to rewards!

**To encourage innovation:**

Creative Hour/retreats

Overall: Focus on communicating about the actions taken

**Acceptable: Score between 3 and 4, showing no change in the last 3 pulse runs**

**Insight:** More than 50% of your employees are happy with your culture; however, this has not improved.

**To improve** Collaboration within your **organization:**

Incentivize collaboration

**To improve your employees feeling that they can try new things and fail without fear of any retribution**

Celebrate unsuccessful attempts day

**To foster a learning culture in your organization:**

Create rewards and recognition to incentivize learning

Offer L\&D reimbursement as benefits

**To encourage employees to take risks:**

Create a smart risk framework

**To encourage innovation**

Innovation tournaments

Document every idea

Overall: Focus on communicating about the actions taken

**Improving: Score between 3 and 4, showing an increasing trend**

Insight: More than 50% of your employees are happy with your culture, and there is an increasing trend in this sentiment. Work on converting this to a strength.

Continue doing what you are doing and use the good practices document to incorporate new initiatives that will turn this second-dimensional engagement driver into a strength.

**Strength: Score above 4**

Insight: More than 80% of your employees are happy with your culture. Your organization's culture is an area of strength. Keep up the good work!

Continue doing what you are doing, document your actions and share them with us. Also, use the Good Practices document to incorporate new initiatives to ensure that second-dimension engagement driver remains a strength.

REFERENCES:

1. [https://hbr.org/2021/12/how-to-become-a-better-listener](https://hbr.org/2021/12/how-to-become-a-better-listener)

2. [engagement\_toolkit\_leaders\_managers.pdf (harvard.edu)](https://hr.harvard.edu/files/humanresources/files/engagement_toolkit_leaders_managers.pdf)

3. [https://www.gallup.com/workplace/236213/why-need-best-friends-work.aspx](https://www.gallup.com/workplace/236213/why-need-best-friends-work.aspx)

4. [https://www.sciencedirect.com/science/article/pii/S2542454819301067#:\~:text=Shared%20organizational%20values%20provide%20comfort,which%20ultimately%20brings%20better%20performance.\&text=Work%20climate%20and%20cultural%20values,teamwork%2C%20and%20relationships%20among%20staff](https://www.sciencedirect.com/science/article/pii/S2542454819301067#:~:text=Shared%20organizational%20values%20provide%20comfort,which%20ultimately%20brings%20better%20performance.\&text=Work%20climate%20and%20cultural%20values,teamwork%2C%20and%20relationships%20among%20staff).

5. [https://www.edelman.com/news-awards/2019-edelman-trust-barometer-reveals-my-employer-most-trusted-institution](https://www.edelman.com/news-awards/2019-edelman-trust-barometer-reveals-my-employer-most-trusted-institution)

6. [https://www.researchgate.net/publication/275109373\_Perceived\_organizational\_support\_and\_risk\_taking](https://www.researchgate.net/publication/275109373_Perceived_organizational_support_and_risk_taking)

7. [https://hbr.org/1986/11/the-manager-master-and-servant-of-power](https://hbr.org/1986/11/the-manager-master-and-servant-of-power)

8. [https://hbr.org/2020/11/research-small-wins-can-make-a-big-impact-on-gender-equality](https://hbr.org/2020/11/research-small-wins-can-make-a-big-impact-on-gender-equality)

9. [https://hbr.org/2021/11/achieving-gender-balance-at-all-levels-of-your-company](https://hbr.org/2021/11/achieving-gender-balance-at-all-levels-of-your-company)

10. [https://hbr.org/2020/12/gender-equity-is-not-zero-sum](https://hbr.org/2020/12/gender-equity-is-not-zero-sum)

11. [https://hbr.org/2015/04/what-great-managers-do-to-engage-employees](https://hbr.org/2015/04/what-great-managers-do-to-engage-employees)

12. [https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/employers-enhance-well-being-benefits-for-a-post-pandemic-workforce.aspx](https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/employers-enhance-well-being-benefits-for-a-post-pandemic-workforce.aspx)

13. [https://joshbersin.com/research/diversity-leadership-culture/](https://joshbersin.com/research/diversity-leadership-culture/)

14. [https://joshbersin.com/2010/06/how-to-build-a-high-impact-learning-culture/](https://joshbersin.com/2010/06/how-to-build-a-high-impact-learning-culture/)

15. [https://www.linkedin.com/posts/bersin\_voices-from-the-field-culture-first-hr-activity-6575836008758284288-PC9k](https://www.linkedin.com/posts/bersin_voices-from-the-field-culture-first-hr-activity-6575836008758284288-PC9k)

16. [https://hbr.org/topic/business-ethics](https://hbr.org/topic/business-ethics)

17. [https://hbr.org/2020/09/a-new-model-for-ethical-leadership](https://hbr.org/2020/09/a-new-model-for-ethical-leadership)

18. [https://hbr.org/2018/01/the-leaders-guide-to-corporate-culture](https://hbr.org/2018/01/the-leaders-guide-to-corporate-culture)

19. [https://hbr.org/2021/02/company-culture-is-everyones-responsibility](https://hbr.org/2021/02/company-culture-is-everyones-responsibility)


# Strategic alignment with employees
Source: https://help-empuls.xoxoday.com/admin/surveys/drivers/strategic-alignment

Understand the strategic-alignment driver in Empuls’s engagement survey analysis and how it’s calculated.

Strategic Alignment transforms employee engagement measurement into continuous organizational improvement through the Deming Cycle framework, connecting employee feedback to business strategy.

## Before You Begin

This approach requires participation from HR, leadership, and engagement teams. You should have completed at least one pulse survey to establish baseline engagement driver data. Leadership should be committed to acting on survey insights.

## **Strategic Connect/Alignment between the organisation and employees**

Strategic alignment is the intrinsic alignment of the employee's values and goals with the organisation's. A higher strategic alignment typically means employees are better aligned with the organisational strategy and contribute toward a common objective. Strategic planning and communication are essential functions of an organisation's sustenance and help allocate resources to ensure that everyone is working towards one shared vision.

When employees do not feel the connection with their organisation's goals, mission, and vision, it leads to misalignment and a multitude of problems, not limited to low team performance, confusion, organisational silos, low productivity and engagement and hence turnover, difficulty in attracting top talent, missed targets, and poor employee experience. To ensure that a strategic alignment is established between the employees and the organisation, it is essential to understand the components that constitute and influence strategic alignment as an engagement driver.

## **Components of Strategic Connect**

Three first dimensions drivers influence the value of Strategic Connect as an engagement driver that impacts the eNPS. We can consider them to be the building blocks of Strategic Connect.

They are:

* **Brand Image:** Do employees feel proud to work for the brand?
* **Vision & Strategy:** Are the employee's values and goals aligned with that of the company?
* **Leadership:** Does the employee believe in the leadership's ability to guide them in the right direction and uphold organisational values?

To understand the impact of these first-dimension drivers on Strategic Connect, a deeper analysis of the underlying factors impacting each of them is required.

To facilitate this, the Empuls Pulse Survey model considers second-dimension engagement drivers that influence each of the first-dimension drivers of every engagement driver.

## Brand Image

According to SHRM, the 'Brand Image' dimension reflects what the organisation communicates as its identity to its employee. It encompasses the organisation's mission, values, culture, and personality. A good employee brand image translates to the brand communicating to both existing and potential employees that it is a great place to work.

In the Empuls Pulse Survey, three second-dimension engagement drivers impact the Brand Image. They are, how an employee perceives their organisation is performing in Social Responsibility, Organisational Performance, and Customer Satisfaction or Net Promoter Score (NPS)

## Social Responsibility: Do employees perceive their organisation to be socially responsible?

Do employees consider their organisation to be socially responsible? Working for a socially responsible workplace is taking precedence in a world that is increasingly becoming aware and responsible about societal issues and environmental sustainability. Research has shown that being socially responsible in a community is a key employee engagement driver, yet only 10% of companies invest in them. Hence, the need for organisations to be socially responsible is also becoming important as employees want their employers to reflect larger purposes and stand for values like inclusion, empathy, and environmental preservation. Therefore, being perceived as a socially responsible brand becomes an essential second-dimension engagement driver that impacts Brand Image, which, in turn, affects the engagement driver score of Strategic Connect.

1.1.1. Best Practices to Improve Being Socially Responsible: Our best practices are based on the industry's best practices and research suggestions from SHRM, Josh Bersin, and HBR.

We propose a Plan, Do, Measure/Check, and Act framework based on the Demming Cycle to ensure that the insights and recommendations have the desired impact on your eNPS.

Go beyond "chequebook" philanthropy and engage your employees. Make them co-own and feel that they are your partners in social responsibility.

**Plan and Do:**

*Plan:* Creation of a CSR program and related initiatives.

*Do:* If your organisation does not have a CSR policy or program, the first step is to create one. Studies show that employees generally want to feel they contribute to more than just the company's bottom line. Run a survey on Empuls or have a department/team-specific focus group discussion to understand the causes close to your employees' hearts. Choose a few that can be readily acted upon. You can also thematically work on a few, such as Q1 for environmental sustainability or October for mental health-related volunteering.

*Time needed to act:* 2-4 weeks.

**Activity-oriented Plan:** Involving employees in activities contributing to societal welfare gives them hands-on experience with the organisation's CSR initiatives.

*Do*

<Steps>
  <Step title="Identify areas and opportunities that involve active involvement">
    Identify areas and opportunities that involve active involvement of the employees, such as volunteering for a cause, fund-raising for a cause, clean-ups, collection drives for food and clothing, day visits to old age homes or refugee centres, etc.
  </Step>

  <Step title="Create a core group of employee ambassadors">
    Create a core group of employee ambassadors to drive the CSR initiatives. **Step 3:** The role of the employee ambassador: Ambassadors can help plan and coordinate community involvement activities and gather feedback about the program from their colleagues and peers. The group can help develop programs that promote service through volunteerism. Step 4: In cases where you have multiple office locations or work remotely, create regional teams to enable employees who stay around the same city/town to work together on these CSR initiatives.

    **The time needed to act:** \<2 weeks to begin/complete, depending on the type of activity chosen.

    **Others:**

    *Plan:* Partner with local NGOs and other community-driven organisations.

    *Do:* Have an understanding with them to have your employees on the ground with them for a day/week to be involved in their activities.

    *Time needed to act:* 2-4 weeks

    *Plan:* Policy change to allow volunteering.

    *Do:* As a company policy, mandate/allow employees a few hours/days of volunteering based on their tenure in the firm.

    *Time needed to act:* 2-4 weeks.

    *Plan:* Creating a social impact assessment report.

    *Do:* Create a social impact assessment report to track, monitor, and evaluate the impact of your CSR initiatives. Make it readily available for your employees to see. Let it be both broad and deep. Cover quantitative metrics such as the number of lives impacted, money donated, and hours volunteered and qualitative metrics such as lived experiences: beneficiary stories, testimonials, and employee experience.

    *Time needed to act:* 4-6 weeks.

    How to manage the above Plan and Do?

    – Choose an owner for whichever Plan and Do options are chosen. Let them be the super admin for the activity.

    \_The super admin should add the option as a goal for the upcoming quarter and communicate it to their supervisor.

    * They should also define clear metrics to define the progress of the initiative.
    * A quick discussion with other employees on understanding the challenges that would stop the team from achieving the goal should also be gathered and accounted for while implementing the chosen plan.

    ***How do you handle Communicating CSR activities?***

    Communicating your organisation's various CSR activities is paramount to ensuring that your employees are aware of them.

    – Empuls: Use the Empuls Townhall to keep your employees abreast of the various activities. Create employee ambassador groups to facilitate employee conversations about the various initiatives. Encourage employees to post updates (even live ones) whenever they participate in any CSR initiative. Institute a reward or recognition that can be given on Empuls for the employees who volunteer.

    – Company Newsletters/Website/Social Media Handles: Publish CSR activities undertaken as periodic reports on all these communication channels.

    **Measure:** Anytime an action from Act is implemented, get employee feedback by running a one or two-question survey on Empuls. Publish the survey results to create transparency with your employees and seek feedback that can be incorporated into the

    . Continuously track and monitor the impact of steps taken on the remaining responses of the current Pulse survey run.

    **Act:** Use the survey inputs to improve the plan and progress toward the desired outcome.
  </Step>
</Steps>

## **High-Performance Organization: Do employees consider their organisation to be a high-performing one?**

High-performance organisations have the organisational and people capabilities to drive financial and operational performance to execute their business strategy. From a financial performance perspective, it encompasses the organisation's financial credibility and profitability. From an operations perspective, it includes the tools, technology, and culture that help people perform at their best and move towards a common goal. Employees feel a sense of pride and want to work in high-performing organisations that allow them to function to the best of their abilities and enable growth. Hence, being perceived as a high-performing organisation becomes an essential second-dimension engagement driver.

Creating a high-performing organisation is a journey, not a destination.

1.2.1. Best Practices for being a high-performing organisation

Plan and Do:

*Plan:* Establishing an Organization Culture Code.

*Do:* Does your leadership clarify your culture? Do you have concrete steps towards achieving the same? If not, the first thing to do is define your organisation's fundamental cultural values and some associated goals. Next, create plans to achieve these cultural goals. The next step is to develop metrics to measure each cultural value's growth. The last step is to collate and publish the cultural values and the metrics as a culture code handbook and make it accessible to your employees.

*Time needed:* 4-6 weeks to create and publish a culture code.

*Plan: I*f you already have a culture code, understand and improve.

*Do:*

<Steps>
  <Step title="Establish a common understanding of culture">
    Establish a common understanding of culture and have metrics for measuring the knowledge. Establish high-priority culture goals and have a plan of action toward achieving those. HBR's research shows that high-performing cultures are characterised by an ability to align (gain clarity on vision, strategy, and shared employee behaviours), execute (move in the agreed-upon direction with minimal friction), and renew (continuously improve at a pace that exceeds competitors). These three factors are also referred to as 'organisational health.' Companies use this definition of culture to find the specifics that matter to them and the right tools to measure them.
  </Step>

  <Step title="Start and prioritise a few changes">
    Start and prioritise a few changes: research shows that it is impossible to meaningfully change more than five aspects of an organisation's culture in a year.
  </Step>

  <Step title="Integrate the culture change efforts">
    Integrate the culture change efforts with business improvement initiatives to ensure both happen in tandem. An example - an organisation wanted to build a culture of developing people, hence it included peer coaching from high performers in its sales stimulation program.

    *Time needed*: \<2 weeks to begin the exercise.

    **Others:**

    Diversity: Studies and research show that diversity (including ethnic, racial, gender, and heterogeneous skill sets) leads to high-performing teams and organisations.

    *Plan:* Initiating diversity hiring and evaluating the status quo on diversity.

    *Do:* Apart from initiating diversity in hiring, evaluate your current teams and see if a slight revamp can lead to teams having more diversity in some way.

    *Time needed:* \<2 weeks to begin the exercise.

    External Communications:

    *Plan:* Improve external communication.

    *Do*\*\*:\*\* Invest in PR to focus on stories about the organisation's financial performance and culture code. Such news should appear in reputable media periodically. Also, dedicate some of your social media communication to discussing your organisation's financial and cultural goals. Involve the leadership in these activities.

    *Time needed:* 4 weeks to begin the exercise.

    Internal Communication:

    *Plan:* Improve internal communication.

    \*Do:\*The management team members can take turns frequently having informal and formal conversations and communicating with the entire organisation, focusing on the financial growth, company vision, mission, and values. Open-house discussions, AMAs, and mail from the founder's desk are some options. Setting up appreciation and awards for people who uphold the organisation's cultural values while performing at their best will act as an encouragement and an example for others.

    *Time needed:* \<2 weeks to begin the exercise.

    How to manage the above Plan and Do?

    Create a two-member team, one from HR and one from the leadership, to take ownership of the entire initiative end-to-end. They should use pulse survey insights to clearly define their goal, the timelines for implementing the action, and a plan to implement. This should be made a part of their KRA.

    How to communicate:

    Announce the creation of a two-member team focussed on this goal. The two-member team, along with other HR and leadership members, should use the Empuls Townhall to interact and facilitate discussions around your organisation's purpose, core values, and growth. Additionally, use Empuls to create awards and recognise high-performing teams and individuals who reflect organisational values in their work.

    MEASURE:

    Anytime an action from Act is implemented, the two-member team should get employee feedback by running a one or two-question survey on Empuls. The team should also continuously track and monitor the impact of steps taken on the remaining responses of the current pulse survey run. Survey results should be published on Empuls to create transparency and facilitate conversations.

    Act: Use insights from the feedback survey to improve on Plan and o.
  </Step>
</Steps>

## **Customer Centricity: Do employees perceive their organisation to be customer-centric?**

Research shows that organisations with high customer satisfaction levels also have more satisfied employees. How an employee perceives the customer satisfaction levels of their organisation impacts their connection with the organisation's brand image. Therefore, customer satisfaction becomes an important second-dimension employee engagement driver.

1.3.1. Best Practices for having high customer satisfaction

Plan and Do:

*Plan*\*\*:\*\* Develop customer literacy: Customer literacy means knowing who the customers are and why they buy from you. To help employees become customer-centric, they should be able to pass a customer literacy test that addresses these questions: Who are the five major buyers in the markets you serve? Who are your firm's five major customers or most important market segments? If the market includes major potential customers who do not buy from you, why not? What is the customer value proposition of competitors that attracts and keeps their customers? Why do your target customers buy from you? What combination of service, value, reputation, product features, convenience, innovation, or quality keeps them coming back? How do you ensure that your target customers have a positive customer experience? What do you do to build connectivity or intimacy with your target customers?

\*Do:\*Create a customer literacy training program for all your employees.

*The time needed:* \< 2 weeks to begin the exercise

*Plan:* Measure and track the firm's share of targeted customers and contribute to their value proposition. Customer share—also known as a share of wallet or share of a customer—is replacing market share as the key measure of success. Customer share is the proportion of money your target customers spend with you compared to what they spend with your competitors. It directly indicates your firm's reputation among its best customers and it doesn't just happen.

*Do:* To please customers, employees need to know how customers react to their experience with your firm. HR can step in to help develop ways to identify, gather, distribute, and utilise concrete customer data.

*The time needed:* \< 2 weeks to begin the exercise

*Plan:* Create and monitor a customer satisfaction index.

*Do:* This would start with conducting a customer satisfaction survey, collecting more insightful customer feedback through forms, FGDS, and in-person conversations, evolving a mechanism to address the friction points, and keeping track of customer satisfaction at every step.

*Time needed:* 4-8 weeks to begin the exercise.

*Plan:* Create a communication channel for customers to reach out.

*Do:* If customer feedback is negative and addressing fundamental issues at an organisational level would take time, create a customer hotline to provide a communication channel for customers to complain.

*Time needed:* \< 2 weeks to begin the exercise.

\*Plan:\*Aligning HR practices to the customer value proposition.

*Do:* The most value-creating HR practices are designed to meet customers' needs and ensure a positive experience. HR must ensure that the firm's employee staffing, development, rewards, communications, and governance practices all work to recruit and encourage the skills and motivation necessary for customer commitment. Such HR practices will build customer loyalty over time.

*Time required:* 4-6 weeks.

*Plan:* Have L\&D and events involving customers.

*Do:* You can invite your customers to participate in L\&D programs and events (workshops, webinars, podcasts, seminars, panels) as speakers and participants. This will give them an insider view of what you are doing as an organisation to serve them and let your employees know how they feel about your organisation. It generates goodwill with both sets of people.

*Time needed:* 4-12 weeks.

How to manage the above Plan and Do?

The customer success team should own this as part of their KRA, define their goals for the quarter, and be measured against them. The customer success team should create a Customer Champion Partner for every customer and ensure that this partner checks in with the customer at least once a month to understand how things are going.

How to communicate?

The Customer Champion Partner should communicate frequently with your customers to gather feedback on your services or products. They should also publish customer testimonials and praise on Empuls and your social media handles.

Measure:

Track customer feedback to understand how your interventions are going. Run a survey on Empuls to gather employee feedback on the initiatives taken.

Act: Use the data gathered to tweak the plans and continue improving.

## Next Steps

Document your engagement strategy including engagement drivers, goals, and planned initiatives. Assign ownership and timelines. Communicate strategy to employees and leadership. Establish a measurement cadence (quarterly is recommended) to track progress. Schedule leadership reviews after each measurement cycle to evaluate and adjust your approach.


# Employee pulse survey
Source: https://help-empuls.xoxoday.com/admin/surveys/employee-pulse-survey

Run targeted pulse surveys in Empuls to measure employee sentiment on specific topics, track trends over time, and take data-driven action on the results.

# Employee Pulse Survey

> Introduction to the Employee Pulse Survey on Empuls

## What is an Employee Pulse Survey?

The Empuls Employee Pulse Survey is built on the Deming Cycle principles of continuous improvement. It measures employee pulse periodically — recommended quarterly — through a time-tested questionnaire and provides real-time insights to HR teams.

The Employee Net Promoter Score (eNPS) is the key metric targeted by this survey, offering detailed insights to Survey Admins to improve the organisation's eNPS score.

<Frame>
  <img alt="Employee Pulse Survey overview page on Empuls" />
</Frame>

***

## How is it structured?

The survey has a three-tier structure designed to address the root cause of employee satisfaction or dissatisfaction at the workplace.

### Level 1: eNPS Question

Employees are asked how willing they are to recommend their organisation to friends and peers on a scale of 1 to 10.

Responses to this question determine the organisation's eNPS — the north star metric for employee engagement.

<Frame>
  <img alt="eNPS recommendation question on a 1 to 10 scale" />
</Frame>

***

### Level 2: Engagement Questions

Employees are asked 15 questions to understand the reasoning behind their eNPS score.

These questions:

* Cover the full range of employee experience parameters
* Use a 5-point Likert Scale
* Range from Strongly Disagree to Strongly Agree
  <Frame>
    <img alt="Engagement questions using a 5-point Likert scale" />
  </Frame>

***

### Level 3: Open Feedback

Employees are asked an open-ended question to anonymously share:

* Opinions
* Feedback
* Suggestions

This helps HR teams identify the root cause of implicit issues across the organisation.

<Frame>
  <img alt="Open-ended anonymous feedback question in pulse survey" />
</Frame>

***

## How often does it run?

There are two modes of running the Employee Pulse Survey on Empuls.

### One-Time Survey Run

Empuls admins control when the survey is triggered across the organisation.

Key highlights:

* Survey invites are sent to all active users simultaneously
* Ideal for organisations with fewer survey cycles
* Helps analyse responses and implement action plans

The HR team should re-run the survey once improvements have been implemented.

***

### Quarterly Survey Run

In this mode:

* One-third of active users are surveyed every month
* Users are divided randomly into three groups
* Each group participates once every quarter

Benefits:

* Continuous employee feedback
* Reduced responder fatigue
* Easier monthly tracking of engagement metrics

> Create and run surveys? Learn more: [Surveys](/admin/surveys/create-surveys)

***

## Why Measure Employee Engagement?

> "To win in the marketplace, you must first win in the workplace." — Doug Conant, CEO of Campbell's Soup

Employee engagement matters for organisations of all sizes.

The more engaged employees are:

* The more likely they stay with the organisation
* The more willing they are to go the extra mile
* The better the business outcomes

### Business Impact

Businesses with engaged employees often experience:

* 27% higher profits
* 50% higher customer loyalty
* 50% improved sales

The more engaged your employees, the lower the churn rate and the higher the employee retention ratio.

***

## Understanding eNPS

eNPS (Employee Net Promoter Score) adapts the NPS framework to measure employee sentiment.

Employees answer one key question:

> How likely are you to recommend the company as a workplace to a friend or colleague?

Based on responses, employees are categorised into:

### Promoters

* Score: 9–10
* Highly engaged and enthusiastic employees

### Passives

* Score: 6–8
* Neutral employees

### Detractors

* Score: 0–5
* Employees with low engagement levels

***

## How is the eNPS calculated?

eNPS is calculated as:

```text theme={null}
% Promoters - % Detractors
```

The score ranges from:

* -100 → All detractors
* +100 → All promoters

Benchmarks:

* +30 → Good
* +50 → Excellent

***

## What Impacts eNPS?

The following engagement drivers influence eNPS scores.

### Strategic Connections with the Organisation

Strategic planning and communication help align employees toward a common vision and organisational goals.

***

### Hygiene Factors at the Workplace

Employees feel more engaged when they experience:

* Financial safety
* Psychological safety
* Respect
* Workplace dignity

***

### Professional Relationships & Organisational Culture

Healthy workplace relationships improve:

* Team collaboration
* Manager support
* Cultural alignment

***

### Employee Recognition & Career Growth

Employees thrive when they:

* Feel recognised
* See growth opportunities
* Receive appreciation for their work

***

## Survey Questions

### A. eNPS Question

On a scale of 1–10, how likely are you to recommend **Your Organisation Name** to a friend or colleague?

***

### B. Engagement Questions

The survey includes 15 Likert scale questions.

Examples include:

* I take pride in being associated with the brand I work for.
* My values align with Your Organisation Name’s vision and mission.
* I believe in the approach taken by leadership.
* I clearly understand what is expected from my role.
* I feel financially secure at Your Organisation Name.
* This is a physically safe place to work.
* I feel psychologically safe at Your Organisation Name.
* I am satisfied with organisational policies and processes.
* I can count on my team for support.
* I can count on my manager for support.
* I take pride in the organisation’s values.
* I am satisfied with the organisational culture.
* I see a clear career growth path.
* I am recognised for my achievements.
* I am satisfied with the appraisal process.

***

### C. Open Feedback Question

Is there anything else you would want to share with us?

Employees can answer with free-text feedback.

***

## Access the Survey

```text theme={null}
**Admin Hub → Surveys**
```

***

> For any questions or feedback, write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# eNPS and pulse surveys
Source: https://help-empuls.xoxoday.com/admin/surveys/enps-pulse

Learn how to run eNPS and employee pulse surveys in Empuls, track sentiment trends, benchmark scores, and generate action plans from the results.

The Employee Net Promoter Score (eNPS) and Employee Pulse Survey are Empuls's core tools for measuring workforce engagement. Together they answer two questions: how loyal are your employees, and what is driving — or undermining — that loyalty? This guide explains how each survey works, how scores are calculated, and how to read results effectively.

## What is eNPS?

The eNPS is a single score derived from one question: *"On a scale of 0 to 10, how likely are you to recommend this organization as a place of work to a friend or colleague?"*

It adapts the Net Promoter Score (NPS) framework — originally developed by Bain & Company to measure customer loyalty — for the employee experience. eNPS is a globally accepted indicator of employee loyalty and an early warning system for disengagement.

### The two eNPS questions

Every eNPS survey asks employees exactly two questions:

1. **Rating question** — "On a scale of 0 to 10, how likely are you to recommend this organization as a place of work to a friend or colleague?"
2. **Open-ended follow-up** — "Please help us understand the reason behind your score."

### How respondents are categorized

Based on their rating, employees are placed into one of three groups:

| Group          | Score   | What it means                                                               |
| -------------- | ------- | --------------------------------------------------------------------------- |
| **Promoters**  | 9 or 10 | Highly engaged, motivated, and enthusiastic advocates for the organization  |
| **Passives**   | 7 or 8  | Neither strongly positive nor negative; can be moved toward promoter status |
| **Detractors** | 0 to 6  | Low engagement; the organization should investigate the root cause          |

<Frame>
  <img alt="eNPS respondent categories: Promoters, Passives, and Detractors" />
</Frame>

<Note>
  Some sources define passives as scores 6–8. The Empuls model places detractors at 5 and below; the key is to work toward zero detractors regardless of the exact boundary used.
</Note>

### Calculating eNPS

The formula is:

**eNPS = % of Promoters − % of Detractors**

The score ranges from **−100** (all detractors) to **+100** (all promoters).

**Example**: In an organization of 200 employees, if 100 are promoters (50%), 60 are passives (30%), and 40 are detractors (20%):

> eNPS = 50 − 20 = **+30**

Benchmark scores:

| Score range | Assessment                                        |
| ----------- | ------------------------------------------------- |
| Below 0     | Concerning — significant disengagement present    |
| 0 to +20    | Below average — improvement needed                |
| +20 to +30  | Good — most organizations in this range           |
| +30 to +50  | Excellent                                         |
| Above +50   | World-class — very few organizations achieve this |

## What is the Employee Pulse Survey?

The pulse survey extends the eNPS measurement to explain *why* employees feel the way they do. It uses a three-level structure:

**Level 1 — eNPS question**: The 0–10 loyalty rating described above.

**Level 2 — Engagement questions**: 15 Likert scale questions (Strongly Disagree to Strongly Agree) covering the full range of factors that influence the employee experience. These map to four engagement drivers.

**Level 3 — Open feedback**: An optional free-text question where employees can share opinions, suggestions, or concerns anonymously in their own words.

### The four engagement drivers

Every Likert scale question in the pulse survey is linked to one of four engagement drivers that influence eNPS:

<Frame>
  <img alt="Four engagement drivers influencing eNPS in pulse surveys" />
</Frame>

| Driver                            | What it measures                                                                   |
| --------------------------------- | ---------------------------------------------------------------------------------- |
| **Strategic connect**             | Alignment with the organization's vision, mission, and leadership direction        |
| **Hygiene factors**               | Financial security, psychological safety, physical workplace comfort, and policies |
| **Relationship and culture**      | Peer relationships, manager relationships, and cultural dynamics                   |
| **Recognition and career growth** | Recognition for achievements, career development, and appraisal satisfaction       |

### The 15 standard pulse questions

The default pulse survey asks employees to rate their agreement with statements such as:

* *I take pride in being associated with the brand I work for.*
* *My values align with \[organization]'s vision and mission.*
* *I feel financially secure at \[organization].*
* *I feel psychologically safe at \[organization].*
* *I can count on my team for any help I require.*
* *I can count on my manager for any help I require.*
* *I see a clear career development path for myself at \[organization].*
* *I am suitably recognized for my achievements at work.*
* *I am satisfied with my appraisal process.*

(15 questions in total, covering all four engagement drivers.)

## How often to run surveys

Empuls supports two modes for running the pulse survey:

**One-time survey run** — Admins trigger the survey manually for the entire organization at once. This is best for smaller organizations or those who prefer to collect all feedback in a single batch, analyze it, implement changes, and then re-run when ready.

**Quarterly survey run** — Empuls divides all active employees into three groups and surveys one group per month on a rolling basis. This means every employee is surveyed once per quarter, and the HR team receives new data every month. This approach is recommended for organizations with more than 500 employees because it reduces responder fatigue and enables continuous improvement.

<Tip>
  Running pulse surveys quarterly provides enough frequency to track trends meaningfully without burning out employees. For eNPS-only surveys, quarterly is also the standard recommendation.
</Tip>

## Interpreting engagement driver scores

After results are collected, the Engagement Drivers Analysis on the survey dashboard categorizes each dimension as one of the following:

| Category       | Score         | Trend                      | What to do                                                                 |
| -------------- | ------------- | -------------------------- | -------------------------------------------------------------------------- |
| **Weakness**   | \< 3 out of 5 | Any                        | Highest priority — more employees disagree than agree. Act immediately.    |
| **At-risk**    | 3–4           | Declining over last 3 runs | Proactively plan improvements before it becomes a weakness                 |
| **Acceptable** | 3–4           | Flat                       | Monitor — not declining, but not improving either                          |
| **Improving**  | 3–4           | Rising over last 3 runs    | On track to become a strength                                              |
| **Strength**   | > 4 out of 5  | Any                        | Competitive advantage as an employer — document and sustain what's working |

The dashboard also shows a directional arrow next to each driver score indicating whether it has gone up, down, or stayed flat compared to the previous survey run.

## Customizing pulse survey templates

You can add questions to the standard pulse template to cover topics specific to your organization.

Navigate to **Survey > Pulse and eNPS > Browse Templates**, then select a template. Click **Create from Scratch > Create Your Own Pulse Survey** to open the customization interface. From there, add questions from the question bank or create your own. See [Create surveys](/admin/surveys/create-surveys) for the full question-building workflow.

<Note>
  Custom questions can be mapped to existing engagement drivers and dimensions, or you can define new drivers and dimensions by typing them directly into the relevant fields. Custom entries are saved for future use.
</Note>

## FAQs

<AccordionGroup>
  <Accordion title="What's the difference between eNPS and a pulse survey?">
    eNPS is a single metric derived from one question. The pulse survey is a multi-question instrument that explains the factors behind your eNPS score by measuring engagement across four drivers.
  </Accordion>

  <Accordion title="Can I see eNPS results broken down by department or location?">
    Yes. The survey analytics dashboard lets you filter results by department, location, tenure, business unit, and more. See [Survey analytics](/admin/surveys/survey-analytics).
  </Accordion>

  <Accordion title="How is anonymity handled in pulse surveys?">
    You choose the anonymity setting when configuring each survey run. Anonymous responses protect respondent identity and typically produce more candid feedback. Results with fewer than 5 responses are hidden to prevent identification.
  </Accordion>

  <Accordion title="What score should we aim for?">
    A score of +30 is generally considered good, and +50 is considered excellent. Focus on the trend over time and on moving detractors toward passives and passives toward promoters.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Create surveys" icon="plus" href="/admin/surveys/create-surveys">
    Full guide to building, configuring, and sending surveys.
  </Card>

  <Card title="Survey analytics" icon="chart-bar" href="/admin/surveys/survey-analytics">
    Interpret results, drill into engagement drivers, and generate action plans.
  </Card>
</CardGroup>


# Survey
Source: https://help-empuls.xoxoday.com/admin/surveys/faqs

Find answers to common questions about employee awards program on Empuls, covering setup, permissions, and troubleshooting.

## Dashboard

<AccordionGroup>
  <Accordion title="Does the dashboard display data from the beginning of platform usage?">
    Yes. Dashboards and reports display real-time insights from the moment the platform is activated, with historical trends available from sign-up onwards.
  </Accordion>

  <Accordion title="Can the dashboard display historical data, and can reports be filtered by departments, functions, or business units?">
    Yes. All activities—recognition, rewards, surveys, and engagement—are logged and visualized. Reports can be filtered by department, function, or business unit for deeper insights.
  </Accordion>

  <Accordion title="Can budget utilization dashboards and reminders be configured by line of service?">
    Yes. Admins can monitor spending across departments or service lines and set automated alerts when budgets are nearing limits or underutilized.
  </Accordion>

  <Accordion title="Are data visualizations like graphs, charts, and dashboards available for quick insights?">
    Xoxoday's R\&R solution offers a variety of data visualization tools—including graphs, heatmaps, charts, and interactive dashboards, that provide a clear view of recognition and engagement trends.

    These visualizations can be tailored to highlight key indicators such as participation rates, core value adoption, and budget utilization. This makes it easier for HR teams and managers to identify trends, track progress, and communicate insights effectively. The visual tools also support more informed and timely decision-making.
  </Accordion>

  <Accordion title="Does Xoxoday’s employee engagement solution have a Manager's Corner with team views, newsfeeds, and leaderboards?">
    Yes. The solution features a dedicated Manager’s Corner that gives managers a personalized team view with hierarchical structures, team-specific newsfeeds, and dynamic leaderboards. Employee profiles display recognitions, achievements, and milestones, and are fully searchable across the organization. Managers also receive smart notifications for birthdays, anniversaries, and recognition prompts to drive balanced team engagement.
  </Accordion>
</AccordionGroup>

## Survey Capabilities

<AccordionGroup>
  <Accordion title="What are the core themes covered in Xoxoday’s employee engagement survey design?">
    The survey framework covers eight key themes: job satisfaction and work environment, communication and feedback, recognition and total rewards, training and development, health and well-being, diversity and inclusion, organizational culture, and leadership and management. Specialized pulse surveys on service standards are also available to align internal service delivery with customer satisfaction.
    ​
  </Accordion>

  <Accordion title="What is the proposed project approach for employee engagement surveys?">
    Our proposed project plan for executing employee engagement surveys through the Xoxoday employee engagement solution is structured and outcome-focused, covering six phases over approximately 8 weeks.

    1. Preparation (2 weeks): We begin with discovery sessions to define goals, assess organizational needs, and finalize survey themes such as communication, job satisfaction, or collaboration. Questionnaires — including Likert-scale and open-text formats — are then created and approved. Target cohorts are identified using HR data filters (e.g., department, location, tenure) to ensure coverage and data reliability.

    2. Survey Creation (2 days): Surveys are set up on the platform with multilingual support, anonymity settings, and mobile-friendly UI.

    3. Survey Distribution (2–3 weeks): Surveys are disseminated via email, WhatsApp, or SMS, and automated reminders ensure strong response rates across segments.

    4. Data Analysis (1 week): Data is analyzed with segmentation, benchmarking, and AI-based sentiment and keyword analysis.

    5. Insights & Action (1 week): Reports are created, and collaborative workshops are held to build actionable plans.

    6. Communication (1 week): Stakeholders receive tailored reports and are briefed on recommended strategies. Optional follow-up surveys can be used to track progress. This structured methodology ensures a seamless experience from survey design to post-survey action planning.
  </Accordion>

  <Accordion title="What internal resources are required for a successful engagement survey rollout?">
    A successful engagement survey implementation using the Xoxoday employee engagement solution requires collaboration across departments.

    1. Human Resources: HR leads the initiative by coordinating survey design, communication, and action planning. SMEs in engagement, DEI, or organizational behavior may be involved for interpretation and strategy.

    2. IT Team: Responsible for integrating HRMS data with the Xoxoday platform, ensuring secure access, managing configurations, and enabling analytics.

    3. Leadership: Executive sponsorship is vital to drive adoption, endorse the initiative, and demonstrate a top-down commitment to listening. Leaders also provide final approvals and allocate resources.

    4. Project Management: One or more internal project managers should coordinate tasks, timelines, and inter-departmental communication.

    5. Communication Specialists: Ensure the right messaging and awareness campaigns reach employees to boost participation.

    6. Recommended Skills: Strong analytical thinking, stakeholder management, change management, and digital collaboration. The solution is intuitive, but internal readiness ensures survey participation, actionable output, and long-term impact.
  </Accordion>

  <Accordion title="Can the Xoxoday employee survey tool capture open-ended responses to questions?">
    Yes, the Xoxoday employee engagement solution enables open-ended responses in surveys, allowing employees to freely share their thoughts and feedback. These responses are analyzed using built-in AI to generate word clouds and perform sentiment analysis, helping organizations uncover hidden insights and emotional drivers.
  </Accordion>

  <Accordion title="Does the Xoxoday employee survey solution provide industry-vetted survey questions?">
    Yes. The solution includes a comprehensive library of research-backed survey templates aligned with global frameworks like eNPS, Gallup Q12, and SHRM models. These cover themes such as employee engagement, workplace satisfaction, DEI, well-being, leadership, manager effectiveness, and lifecycle milestones (e.g., Day 30, Day 90, tenure, and exit).

    HR teams can deploy these pre-built templates directly or customize them to reflect their culture, values, and objectives. This ensures consistent measurement, benchmarking, and actionable insights.
    ​
  </Accordion>

  <Accordion title="Can the Xoxoday employee engagement solution send surveys aligned with employee lifecycle stages and other key moments?">
    Yes. The platform supports automated surveys across the employee lifecycle — from onboarding to exit — including Day 30, Day 90, training effectiveness, manager evaluation, and exit feedback. It also offers eNPS, pulse, and fully customizable surveys that can be scheduled, targeted to specific teams or individuals, and automated for timely delivery. Admins can leverage these insights to take proactive actions that enhance engagement and employee experience throughout the journey.
    ​
  </Accordion>

  <Accordion title="Can the Xoxoday employee survey tool support fully anonymous surveying?">
    Yes. The Xoxoday survey solution supports fully anonymous surveys to ensure confidentiality and unbiased feedback. Responses are never tied to personally identifiable information (PII), creating a safe space for employees to share honest feedback. Key features include:

    * Anonymous participation with clear communication to employees
    * Aggregated reporting (responses grouped in sets of 5 or more) to prevent traceability
    * Customizable anonymity settings based on survey objectives
    * Summarized insights and reports that protect confidentiality while enabling data-driven actions
  </Accordion>

  <Accordion title="Can survey respondents complete surveys via web and mobile devices?">
    Yes, the Xoxoday employee engagement solution enables survey participation across all major platforms — both web and mobile. Employees can access surveys via modern web browsers like Chrome, Firefox, Safari, and Edge on desktops and tablets.

    Additionally, the solution is fully compatible with Android and iOS devices through the dedicated Xoxoday app. The interface is designed to be responsive and user-friendly across screen sizes, ensuring a seamless, hassle-free experience. This multi-device accessibility enhances survey participation rates, especially among hybrid and frontline teams.
  </Accordion>

  <Accordion title="Does the Xoxoday employee engagement survey solution allow for building custom surveys?">
    Yes. The platform lets you design fully customizable surveys tailored to your organization’s needs. You can:

    * Build surveys from scratch using Xoxoday’s question bank or your own
    * Customize rating scales, question types, and logic paths
    * Automate surveys across the employee lifecycle—from onboarding to exit
    * Schedule recurring eNPS, CSAT, and pulse surveys
    * White-label surveys with your branding for a seamless experience
  </Accordion>

  <Accordion title="Does the Xoxoday employee engagement solution offer feedback optimization capabilities?">
    Yes. The platform includes AI-driven tools that optimize both collection and analysis of feedback. Features include:

    * Feedback analysis with trend and sentiment detection
    * Personalized surveys by role, team, or individual
    * Automation for event-based or periodic feedback
    * Real-time insights with instant updates and notifications

    These capabilities ensure feedback is timely, relevant, and actionable, helping leaders make data-backed improvements quickly.
  </Accordion>

  <Accordion title="Can feedback be collected on recognition programs and overall job satisfaction using the Xoxoday employee survey software?">
    Absolutely. The platform supports collecting feedback on various HR initiatives including recognition, rewards, and job satisfaction.

    How it works:

    • Create custom surveys focused on the impact of recognition and rewards.

    • Use eNPS, CSAT, and pulse surveys to track satisfaction and loyalty.

    • Measure participation, recognition equity, and frequency of recognition.

    • Use sentiment analysis to decode employee attitudes toward recognition programs.

    • Collect anonymous feedback for unbiased insights.

    This helps organizations assess program effectiveness and make data-backed improvements to boost employee morale and engagement.
  </Accordion>

  <Accordion title="Does the Xoxoday employee engagement survey solution allow customizable communication for surveys (e.g., anonymity, purpose, completion time)?">
    Yes, the platform offers a customizable communication framework to promote transparency and trust before, during, and after surveys.

    Communication features include:

    • Pre-survey messaging that outlines purpose, anonymity/confidentiality, and expected completion time.

    • Custom email invites, follow-up reminders, and consent messages.

    • Survey headers that clearly state how responses will be used and stored.

    • In-survey progress indicators to guide participants.

    • Multi-channel distribution via email, Slack, Microsoft Teams, and more.

    All these ensure that participants are well-informed, boosting response rates and quality.
  </Accordion>

  <Accordion title="Does the Xoxoday employee survey software offer customizable response aggregation rules to maintain anonymity in small groups?">
    Yes. The platform ensures respondent anonymity with minimum thresholds (e.g., 5 or more), dynamic grouping of small teams, suppression of identifiable data, role-based access controls, and real-time alerts when thresholds are not met. These privacy settings balance actionable insights with ethical data standards.
  </Accordion>

  <Accordion title="Does Xoxoday employee engagement survey solution provide a tracker for respondents that shows survey response status?">
    Yes. Xoxoday offers a real-time survey response tracker that lets administrators see who has completed the survey and who hasn’t, with progress viewable by department, location, or role. The system includes automated reminders for non-respondents, customizable filters, and exportable reports. For anonymous surveys, only aggregated participation metrics are shown to maintain confidentiality. These features help HR teams manage responses efficiently, improve participation, and ensure comprehensive data collection.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday employee engagement solution provide data analysis support/features for open-ended question response analysis?">
    Yes, Xoxoday’s survey module is equipped with AI-powered sentiment analysis and text summarization capabilities. These tools intelligently interpret open-ended responses to surface recurring themes, employee concerns, and emotional tones. By analyzing natural language inputs at scale, HR and leadership teams can quickly identify what matters most to employees, without having to manually sift through individual responses. This feature not only enhances listening strategies but also helps prioritize areas of improvement using actionable insights derived from qualitative feedback.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday employee engagement solution require an application download for completing surveys?">
    No, downloading an app is not necessary. The Xoxoday platform is web-based and fully responsive, enabling employees to access and complete surveys from any modern browser on desktop, laptop, or tablet devices. This ensures frictionless participation without requiring users to install additional software, making it easy to engage even a distributed or non-tech-savvy workforce.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday employee survey software support sending surveys in alternate languages (e.g., Spanish)?">
    Yes, the platform supports multilingual surveys, including Spanish. This feature ensures inclusivity for global teams by allowing surveys to be delivered in employees' preferred languages. Administrators can configure the language options while setting up the survey, ensuring better understanding, higher participation, and more accurate responses from diverse teams across different regions.
  </Accordion>

  <Accordion title="Does the platform have features to track employee wellbeing, both mental and physical?">
    Yes. Xoxoday includes a wellness module to track and promote both mental and physical wellbeing. Organizations can run fitness challenges, meditation sessions, journaling habits, and wellness contests. Key features include:

    * Health & fitness assessments to evaluate current wellness levels
    * Tailored routines for workouts, yoga, and mindfulness
    * Recognition and rewards for wellness milestones
    * Leaderboards and contests to gamify participation

    Accessible via mobile, kiosk, and desktop, the platform engages both desk-bound and deskless employees while providing HR with insights into wellness participation and program impact.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday R&R solution offer automated pulse surveys and reports for managing stakeholder feedback on R&R challenges, pain points and opportunities?">
    Yes, we provide the capability to conduct both standard surveys on the program itself and custom surveys, if required, to collect feedback on various topics, including the platform. Program administrators on the client side can administer these surveys periodically. We then make the resulting reports and insights available in a self-service manner.
    ​
  </Accordion>

  <Accordion title="Can Xoxoday employee engagement solution launch a hybrid survey with both attributed and non-attributed respondents?">
    Yes, the Xoxoday employee engagement solution supports hybrid surveys that include both attributed and non-attributed respondents. Attributed employees receive pre-authenticated survey links, ensuring easy and secure access. Non-attributed respondents are required to authenticate themselves through secure options before participating in the survey. This flexibility helps organizations gather feedback from diverse respondent types while maintaining data integrity and confidentiality.
  </Accordion>

  <Accordion title="What is the methodology used to analyze survey results and define actionable recommendations?">
    Xoxoday follows a structured approach to turn survey data into actionable insights:

    * Descriptive Analysis: Summarizes quantitative results using metrics like mean, median, and frequency distributions to reveal trends and patterns.
    * Segmentation Analysis: Breaks down responses by department, location, tenure, or role to identify group-specific strengths and areas for improvement.
    * External Benchmarking: Compares results against industry standards and peer organizations to contextualize performance.
    * Qualitative & Sentiment Analysis: Uses AI-assisted analysis of open-ended responses to uncover themes, emotions, and underlying issues.
    * Expert Review & Recommendations: Employee engagement and HR specialists synthesize findings into clear, prioritized, evidence-backed recommendations.

    This methodology ensures that insights are actionable, targeted, and designed to improve engagement outcomes effectively.
  </Accordion>

  <Accordion title="Does the Xoxoday employee engagement solution include engagement pulse surveys with actionable insights?">
    Yes, the Xoxoday employee engagement solution offers comprehensive engagement pulse surveys. These surveys and polls are designed to assess employee sentiment, collect valuable feedback, and provide actionable insights through a robust, easy-to-use dashboard. The platform empowers organizations to make data-driven decisions to strengthen workplace culture and engagement.
  </Accordion>

  <Accordion title="What types of feedback tools are available in the Xoxoday employee engagement solution, such as pulse surveys, 360-degree feedback, and others?">
    The Xoxoday solution offers a full suite of feedback tools covering the entire employee lifecycle:

    * Engagement Surveys

      * eNPS: Measures loyalty and categorizes employees as promoters, passives, or detractors.
      * Pulse Surveys: Short, recurring surveys covering strategic connect, recognition, hygiene factors, and culture.
    * Lifecycle Surveys

      * Onboarding (Day 30), Training (Day 50), Manager Effectiveness, Performance Management, HR Effectiveness, WFH Check-Ins, Return-to-Work, DEI, Well-being, and Exit surveys.
    * 360-Degree Feedback

      * Collects feedback from peers, managers, and direct reports. Supports anonymity and multi-source perspectives for development.
    * Custom Surveys

      * Fully customizable surveys for unique use cases with flexible questions, response formats, and engagement drivers.

    All surveys include anonymity settings, advanced analytics, AI-driven sentiment analysis, and segmentation for actionable insights.
  </Accordion>

  <Accordion title="What level of customization does Xoxoday R&R solution offer for surveys, reports, and data presentation?">
    * Survey Customization: Use standard templates or create surveys from scratch; customize questions and rating scales.
    * Data Presentation: Tailor visualizations, trend reports, and heatmaps for individual, team, or organization-level insights.
    * Sentiment Analysis: Open-ended feedback generates word clouds and sentiment summaries.
    * Data Segmentation: Filter reports by designation, location, gender, department, business unit, etc.
    * Benchmarking: Compare results across departments or against industry peers.
    * Export Options: Easily export data in PDF or CSV for sharing.
  </Accordion>

  <Accordion title="How does your platform support targeted surveys for specific employee groups?">
    * Smart Targeting: Surveys can be sent based on department, tenure, location, designation, or other metadata.
    * Lifecycle Triggers: Automatic surveys at key moments like onboarding, training, promotions, or exit.
    * Custom Surveys: Tailor questions and schedules for specific business objectives.
    * Automation & Anonymity: Schedule surveys, automate delivery, ensure confidentiality, and collect high-quality responses.
  </Accordion>

  <Accordion title="Can Xoxoday employee engagement solution send survey invitations in a single batch to all employees or targeted groups?">
    Yes. Survey invitations can be sent to the entire organization or specific groups using dynamic filters such as department, location, tenure, or other employee attributes. The platform supports scheduling, automated reminders, and real-time tracking of delivery. Anonymous participation is supported, and survey results are visualized in dashboards for trend analysis and action planning.
    ​
  </Accordion>

  <Accordion title="Does the Xoxoday employee engagement solution support single invitation or reminder templates with multiple branded themes, and automated reminders?">
    Yes. Admins can create single survey invitations and reminder templates, customized with multiple branded themes reflecting logos, colors, and organizational tone. Automated reminders can be scheduled (default every 48 hours) or customized, segmented by demographics or engagement status, with an option to manually override. This ensures a consistent and branded employee experience throughout the survey cycle.
  </Accordion>

  <Accordion title="Can digital polls be added?">
    Yes, the Xoxoday social intranet platform offers robust polling capabilities that allow you to run digital polls across the organization or within specific community groups. These polls can be used for a wide range of purposes, from gathering employee opinions on key decisions, testing awareness of new initiatives, to collecting light-hearted inputs to boost engagement.

    Polls support various formats, such as multiple choice and single select, and can be configured to run for specific durations. Combined with quizzes, videos, and posts, polls enrich your internal communications and drive two-way participation.
  </Accordion>
</AccordionGroup>

## Survey Content

<AccordionGroup>
  <Accordion title="Does Xoxoday employee survey tool support various question formats like favorability, single selection, multiselect, ranking, open-ended text, and 0-10 eNPS / employee sentiment score?">
    Yes, the platform offers a versatile range of question formats for employee surveys, including favorability ratings, single-select, multi-select, ranking, open-ended text responses, and 0-10 eNPS (Employee Net Promoter Score) questions.

    These formats enable organizations to capture both quantitative and qualitative insights, measure employee sentiment, and benchmark engagement levels. The platform ensures data reliability by using scientifically designed and tested questions while offering anonymity to encourage candid feedback.
    ​
  </Accordion>

  <Accordion title="Does the Xoxoday employee survey solution provide a best practice question and template library, including industry-specific content?">
    Yes. Empuls offers a rich library of best-practice survey templates and questions, curated from extensive use and industry standards. These templates cover engagement, lifecycle surveys, and custom feedback forms, designed in collaboration with HR bodies like SHRM.

    Organizations can:

    * Use predefined templates or customize them by editing questions and adding categories.
    * Tailor surveys to specific industries or engagement drivers using the platform’s extensive question bank.
    * Schedule and automate surveys with anonymity settings and data reliability indicators to ensure accurate responses and high completion rates.
  </Accordion>

  <Accordion title="How does the Xoxoday employee survey tool support custom question creation and provide a customizable, benchmarked survey question bank?">
    The Xoxoday employee engagement solution offers complete flexibility in survey creation. Organizations can choose from a wide range of pre-built templates including eNPS, pulse, lifecycle, and 360-degree feedback surveys, all designed in collaboration with industry best practices. These templates come with a rich library of benchmarked questions that can be fully customized to suit your goals. Users can also create surveys from scratch, using our extensive question bank or by adding their own custom questions. Additionally, you can modify question types and rating scales (such as Likert scales) based on your specific feedback goals. This ensures every survey aligns with your company’s tone, structure, and measurement approach.
  </Accordion>

  <Accordion title="What survey and poll capabilities does the Xoxoday engagement platform offer?">
    The platform provides advanced features to gather employee feedback and refine engagement strategies. Key capabilities include:

    * Platform usage monitoring: Continuously track how employees interact with the system, including active users, login frequency, and participation.
    * Engagement credits & leaderboards: Track non-monetary engagement points to measure participation levels.
    * Feedback & continuous improvement: Utilize surveys and feedback loops to ensure programs remain aligned with employee expectations.
    * Post-launch data analysis: Analyze performance after rollout to support continuous program optimization.
  </Accordion>
</AccordionGroup>

## Employee Listening

<AccordionGroup>
  <Accordion title="How does the Xoxoday platform support continuous listening and employee feedback?">
    The Xoxoday employee engagement solution implements a continuous listening strategy powered by its AI CoPilot, helping organizations capture and act on feedback throughout the employee lifecycle:

    • Engagement Surveys: eNPS and pulse surveys to measure engagement and gather feedback on culture, leadership, and experience.

    • Employee Experience Surveys: Automated surveys at each stage of the employee journey — from onboarding to exit — covering areas like voice of employee (VoE), diversity, equity, inclusion (DEI), and occupational health and safety (OHS).

    • Custom Surveys: Build new surveys or customize templates from an extensive question bank to gather targeted insights.

    • Action Plan: Convert feedback into actionable steps by identifying key issues, assigning responsibilities, and tracking progress.

    • Moodometer: Quickly assess workplace sentiment with a one-click mood check tool.

    ​
    ​
    ​
    ​
  </Accordion>
</AccordionGroup>


# Lifecycle surveys
Source: https://help-empuls.xoxoday.com/admin/surveys/lifecycle-surveys

Set up automated lifecycle surveys in Empuls that trigger at key employee moments, such as onboarding, probation end, and exit, to capture timely feedback without manual effort.

Lifecycle surveys collect feedback at the specific moments that matter most in an employee's journey — from their first days at the organization to their last. Unlike recurring pulse surveys that measure broad engagement trends, lifecycle surveys are targeted: each one is triggered by a specific event or milestone, ensuring that the feedback you receive is timely, contextual, and actionable.

Empuls provides pre-designed lifecycle survey templates for each major touchpoint, so you can launch them quickly without building questions from scratch.

## Accessing lifecycle surveys

Navigate to **Survey > Pulse and eNPS Surveys** and scroll down to the **Life Cycle Surveys** card. Here you'll see all available lifecycle survey templates.

Click **Get Started** on any template to open it, then click **Run Survey** at the top-right to configure and launch it.

## Available lifecycle survey types

<AccordionGroup>
  <Accordion title="Onboarding / new hire feedback survey">
    **When it runs**: Shortly after an employee joins — typically in their first one to two weeks.

    **What it measures**: The quality of the recruitment experience, the offer and onboarding process, initial impressions of the team and culture, and whether the employee has the tools and information they need to get started.

    **Why it matters**: Early dissatisfaction often goes unvoiced until it's too late to address. Catching friction in the onboarding process early helps HR improve the experience for future hires and increases the likelihood that new employees stay.

    **Typical questions**:

    * How smooth was your recruitment and offer experience?
    * Did you have the resources and access you needed from day one?
    * How welcoming did your team make you feel?
  </Accordion>

  <Accordion title="Onboarding day-30 survey">
    **When it runs**: 30 days after the employee's start date.

    **What it measures**: Whether the first month met expectations, clarity around the role, manager and peer relationships, and confidence in the organization's culture.

    **Why it matters**: The 30-day mark is a critical inflection point. Employees who feel unclear about their role or disconnected from their team are at higher risk of early departure. A day-30 survey identifies these issues while there's still time to intervene.

    **Typical questions**:

    * Do you have a clear understanding of what's expected in your role?
    * Has your manager provided enough guidance and support?
    * Do you feel your skills are being used effectively?
  </Accordion>

  <Accordion title="Training feedback survey">
    **When it runs**: After the completion of a training program, course, or learning initiative.

    **What it measures**: The relevance, quality, and effectiveness of the training; whether employees feel more capable as a result; and whether the learning format worked for them.

    **Why it matters**: L\&D programs are a significant investment. Training feedback surveys reveal whether the investment is delivering value and what needs to change.

    **Typical questions**:

    * Was the training content relevant to your day-to-day work?
    * Was the training delivered effectively?
    * Do you feel more confident in your role after the training?
  </Accordion>

  <Accordion title="Performance review feedback survey">
    **When it runs**: Following a performance review cycle.

    **What it measures**: Employee satisfaction with the appraisal process — fairness, clarity of feedback received, goal-setting quality, and career conversation quality.

    **Why it matters**: How employees experience the appraisal process directly affects their motivation, trust in leadership, and engagement. Negative perceptions of performance reviews are a key driver of disengagement.

    **Typical questions**:

    * Did you feel your performance was evaluated fairly?
    * Did the review help you understand your strengths and development areas?
    * Did you and your manager agree on clear goals for the next period?
  </Accordion>

  <Accordion title="Exit survey">
    **When it runs**: When an employee submits their resignation or is offboarded.

    **What it measures**: The primary reason for leaving, satisfaction with management and culture, feedback on compensation and career growth, and whether the organization could have done anything to retain the employee.

    **Why it matters**: Exit feedback is some of the most honest feedback you'll receive. It identifies systemic issues — management problems, compensation gaps, culture concerns — that current employees may be reluctant to voice.

    **Typical questions**:

    * What is the primary reason for your decision to leave?
    * How would you describe your experience working here?
    * Would you consider returning to this organization in the future?
  </Accordion>

  <Accordion title="DEI survey">
    **When it runs**: Periodically, typically once or twice per year, or following a significant organizational change.

    **What it measures**: Employee perceptions of diversity, equity, and inclusion in the workplace — including hiring and promotion fairness, representation, psychological safety for underrepresented groups, and whether DEI commitments are felt in practice.

    **Why it matters**: DEI surveys provide data-driven insight into whether your organization's inclusion initiatives are having a real impact on employee experience, and where gaps remain.
  </Accordion>

  <Accordion title="Leadership effectiveness / manager effectiveness survey">
    **When it runs**: Periodically, or following changes in leadership structure.

    **What it measures**: How effectively managers communicate, support their team's development, provide feedback, handle conflict, and create a positive team environment.

    **Why it matters**: Leadership quality is one of the most significant drivers of employee engagement and retention. Identifying management gaps early allows organizations to provide targeted coaching and development.

    **Typical questions**:

    * Does your manager give you clear expectations and direction?
    * Does your manager recognize your contributions?
    * Do you feel comfortable raising concerns with your manager?
  </Accordion>

  <Accordion title="Feedback from peers / direct reports">
    **When it runs**: As needed, often as part of 360-degree feedback cycles.

    **What it measures**: Peer-to-peer and upward feedback on collaboration, communication, and contribution.

    **Why it matters**: Multi-directional feedback gives employees and managers a fuller picture of how they are perceived, enabling more balanced development conversations.
  </Accordion>
</AccordionGroup>

## Running a lifecycle survey

<Steps>
  <Step title="Navigate to lifecycle surveys">
    Go to **Survey > Pulse and eNPS Survey** and scroll to the **Life Cycle Surveys** card.

    <Frame>
      <img alt="Life Cycle Surveys card on the Pulse and eNPS Surveys page" />
    </Frame>
  </Step>

  <Step title="Select a template">
    Find the survey type you want to run and click **Get Started** to open the template.
  </Step>

  <Step title="Run the survey">
    Click **Run Survey** at the top-right. Use the calendar to adjust the survey period if needed.

    <Frame>
      <img alt="Run Survey configuration with calendar to adjust the survey period" />
    </Frame>
  </Step>

  <Step title="Review survey settings">
    Confirm the survey **participants**, **questions**, and **invite time** are correct.
  </Step>

  <Step title="Launch">
    Click **Run Survey** to send the invites. Respondents receive an email with a link to complete the survey.

    <Frame>
      <img alt="Lifecycle survey launch confirmation with participants and invite time" />
    </Frame>
  </Step>
</Steps>

## Customizing lifecycle survey templates

All lifecycle survey templates can be customized before you launch them. You can:

* Add questions from the question bank
* Write your own custom questions using the available question types (NPS, Likert Scale, Text Response, Short Text, Multiple Choice)
* Remove questions that aren't relevant to your organization

To customize a template, open it via **Get Started**, then use the question editing interface before clicking **Run Survey**.

## Template list

Empuls includes ready-to-use templates for the following surveys (accessible via **Browse Templates**):

* Feedback From Manager Survey
* Feedback From Direct Reports Survey
* Feedback From Peers Survey
* New Hire Feedback Survey
* Onboarding Day 30 Survey
* Training Feedback Survey
* Performance Review Feedback Survey
* Manager Effectiveness Survey
* Exit Survey
* DEI Survey
* Reward and Recognition Satisfaction Survey

## FAQs

<AccordionGroup>
  <Accordion title="Can I automate lifecycle surveys based on employee events?">
    Lifecycle surveys can be configured to run based on employee milestones such as date of joining. When creating or editing a survey, select **Custom Selection** for respondents and add a condition based on the employee's **date of joining** to automatically target new hires at the right interval.
  </Accordion>

  <Accordion title="Can lifecycle surveys be anonymous?">
    Yes. You control the anonymity setting for each survey individually. For exit surveys, anonymity is strongly recommended to encourage candid responses.
  </Accordion>

  <Accordion title="What if I want to create a lifecycle survey not in the default templates?">
    Use **Browse Templates > Create from Scratch > Create Your Own Survey** to build a fully custom survey. See [Create surveys](/admin/surveys/create-surveys) for detailed instructions.
  </Accordion>

  <Accordion title="Where can I view lifecycle survey results?">
    Open the survey from the survey dashboard and click into its analytics view. See [Survey analytics](/admin/surveys/survey-analytics) for instructions on interpreting results.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Create surveys" icon="plus" href="/admin/surveys/create-surveys">
    Step-by-step guide to building any survey type, including question types and scheduling.
  </Card>

  <Card title="Survey analytics" icon="chart-bar" href="/admin/surveys/survey-analytics">
    View and interpret results, compare segments, and take action on feedback.
  </Card>

  <Card title="eNPS and pulse surveys" icon="chart-line" href="/admin/surveys/enps-pulse">
    Learn how eNPS and engagement driver scores are calculated and interpreted.
  </Card>
</CardGroup>


# Mood-o-meter
Source: https://help-empuls.xoxoday.com/admin/surveys/mood-o-meter

Set up and manage the Mood-o-meter in Empuls to capture quick, anonymous daily sentiment check-ins and monitor team morale trends over time.

Mood-o-Meter is a one-question, emoji-based check-in that runs on a recurring schedule — daily by default — so you always have a fresh read on how your workforce is feeling. Employees tap one of five emojis (from 😍 to 😞) and optionally add a comment. The results aggregate into a mood score, a per-question breakdown, and a sentiment heatmap you can slice by team, department, or location.

Use Mood-o-Meter alongside (not instead of) eNPS and Pulse surveys — Mood-o-Meter captures *today*'s vibe, eNPS captures loyalty, and Pulse digs into specific themes.

## Before you start

* You must be a **Super Admin** or have the **Manage Surveys** permission.
* Mood-o-Meter is a separate survey type; you don't need to create a regular survey first.
* Decide the cadence before launch. Daily catches reactions to events; weekly or monthly reduces survey fatigue.

## How Mood-o-Meter differs from Pulse and eNPS

| Survey           | Question count                      | Cadence                   | What it answers                          |
| ---------------- | ----------------------------------- | ------------------------- | ---------------------------------------- |
| **Mood-o-Meter** | 1 emoji-scale question              | Daily, weekly, or monthly | "How is the team feeling right now?"     |
| **Pulse**        | Multi-question, themed              | Weekly / bi-weekly        | "What's driving engagement this period?" |
| **eNPS**         | 1 NPS question + optional follow-up | Quarterly                 | "How loyal is our workforce?"            |

See [Create surveys](/admin/surveys/create-surveys) and [eNPS and Pulse surveys](/admin/surveys/enps-pulse) for the other types.

## Set up Mood-o-Meter

<Steps>
  <Step title="Open Mood-o-Meter">
    From the Admin Hub, navigate to **Surveys → Mood-o-Meter**. If you haven't run it before, you see a get-started landing page with a "How it works" explainer.
  </Step>

  <Step title="Click Create">
    The create wizard opens with the question step first.

    <Frame>
      <img alt="Mood-o-Meter create wizard opened on the question setup step" />
    </Frame>
  </Step>

  <Step title="Write the question">
    Enter your check-in question — for example, **"How was your workday today?"** or **"How are you feeling about this week?"** Keep it short — employees tap and move on.
  </Step>

  <Step title="Customize the emoji scale">
    The default 5-point scale uses 😍 (5) → 😊 (4) → 😐 (3) → 😕 (2) → 😞 (1) with labels like "Strongly agree", "Agree", "Neutral", etc. You can:

    * Pick a different emoji for each row from the emoji picker.
    * Rename each label (e.g., "Energized", "Good", "Meh", "Drained", "Bad").
    * Reorder the rows.
      <Frame>
        <img alt="Emoji scale editor with five customizable emoji rows and label fields" />
      </Frame>
  </Step>

  <Step title="Choose settings">
    On the **Settings** step, configure:

    * **Audience** — Default is **Everyone**. Filter to specific departments, locations, or business units if needed.
    * **Frequency** — Daily (default), weekly, or monthly.
    * **Schedule** — For weekly or monthly, pick the day(s) of week or dates of month the prompt fires.
      <Frame>
        <img alt="Mood-o-Meter settings step with audience, frequency, and schedule options" />
      </Frame>
  </Step>

  <Step title="Set anonymity">
    On the **Anonymity** step, choose whether responses are anonymous. Anonymous surveys aggregate scores but never show individual responses; non-anonymous lets you see who answered what (useful for follow-ups but reduces candor).

    <Frame>
      <img alt="Anonymity toggle for choosing between anonymous and identified responses" />
    </Frame>
  </Step>

  <Step title="Set notifications">
    On the **Notification Settings** step, pick how the prompt reaches employees — in-app, email, Slack, Microsoft Teams. Configure reminder cadence for non-responders.

    <Frame>
      <img alt="Notification settings with in-app, email, Slack, and Teams delivery channels" />
    </Frame>
  </Step>

  <Step title="Save and launch">
    Save the configuration. The first prompt fires on the next scheduled trigger.
  </Step>
</Steps>

## What employees see

When the prompt fires, employees see a small card with the question and the five emoji buttons. They tap one and (optionally) add a comment, then submit. The whole interaction takes seconds.

If they miss a prompt and answer later from the survey list, the response is recorded against the date the prompt was issued, not when they answered.

## Read the results

The Mood-o-Meter detail page has three result views:

<Steps>
  <Step title="Mood score">
    A headline number aggregated across all responses for the selected date range. Higher is better. Use the date filter to track day-over-day shifts.
  </Step>

  <Step title="Question score">
    The breakdown of responses across each emoji (% choosing 😍, % choosing 😊, etc.). Useful for spotting bimodal distributions — when scores look fine on average but the team is split.
  </Step>

  <Step title="Sentiment heatmap">
    A grid that slices mood by department, location, business unit, or team — color-coded green (positive) to red (negative). Click a cell to drill into that slice's response distribution.
  </Step>
</Steps>

## Archives

After a survey cycle ends (for example, after a week of daily Mood-o-Meter), the cycle moves to **Archives**. Open an archived survey to revisit its results without affecting the live survey. Archives keep historical mood data even if you change the live question or cadence.

## Tips

<Tip>
  Run a daily Mood-o-Meter for two to three weeks around a major event — a reorg, a launch, an office reopening — to spot real-time impact. Pause it the rest of the year to avoid fatigue.
</Tip>

<Tip>
  Pair Mood-o-Meter with [action plans](/admin/surveys/action-plan) — when the heatmap surfaces a low-scoring team, create an action plan tied to that team to follow up concretely.
</Tip>

## Limits and gotchas

* Mood-o-Meter is single-question by design. If you need multi-question themed surveys, use [Pulse](/admin/surveys/enps-pulse).
* Anonymous Mood-o-Meter responses cannot be exported with employee identifiers. The heatmap still shows aggregate scores per slice.
* Comments are stored with the response — they're anonymous when the survey is anonymous, identified when it isn't.
* Daily cadence can fatigue employees fast. Watch the response rate; if it drops below 50%, switch to weekly.

## Related

<CardGroup>
  <Card title="Create surveys" href="/admin/surveys/create-surveys">
    Other survey types (Custom, Lifecycle, Engagement).
  </Card>

  <Card title="eNPS and Pulse surveys" href="/admin/surveys/enps-pulse">
    Loyalty and engagement-driver surveys.
  </Card>

  <Card title="Survey analytics" href="/admin/surveys/survey-analytics">
    Cross-survey trends and AI summaries.
  </Card>

  <Card title="Action plan" href="/admin/surveys/action-plan">
    Turn survey insights into trackable actions.
  </Card>
</CardGroup>


# Create and manage quizzes
Source: https://help-empuls.xoxoday.com/admin/surveys/quizzes

Build, distribute, and analyse quizzes for engagement, learning reinforcement, and competency assessment in Empuls.

Quizzes are powerful tools for engagement, learning reinforcement, and competency assessment. With Empuls, creating and managing quizzes is straightforward. This guide covers quiz creation, distribution, and analytics.

## Before you begin

Ensure you have:

* Empuls admin access
* Clear quiz objectives aligned with business goals
* Quiz content prepared (questions, answers, explanations)
* Target audience identified (teams, departments, org-wide)
* Understanding of your organization's learning goals

## Why quizzes?

Quizzes are an interactive and effective way to educate employees on essential topics, improve skills, and foster a positive work environment.

They build a strong organisation's culture by enhancing employee engagement and making employees feel valued and motivated.

The most effective type of quiz depends on your organisation's objectives. Examples include questions about company history, values, and mission; quizzes testing knowledge of products and services; and quizzes soliciting employee ideas for workplace enhancements.

## Engaging quiz ideas

* Company trivia
* Team trivia
* Company terminology
* Business updates
* Training assessments
* Function knowledge
* Corporate buzzwords
* Industry knowledge
* General knowledge
* Current affairs
* Pop culture
* Sports trivia

## Building your own quiz

<Steps>
  <Step title="Open Browse Templates">
    Navigate to **Surveys > Pulse and eNPS** and click on Browse Templates.

    <Frame>
      <img alt="Browse Templates option on the Pulse and eNPS surveys page" />
    </Frame>
  </Step>

  <Step title="Create from scratch or browse templates">
    You can create a quiz from scratch or browse templates.

    * **Create your own quiz:** Go to the **General Surveys** tab, click on **Browse Templates**, and then under **Create from Scratch** click on **Create your own Quiz**.

    <Frame>
      <img alt="General Surveys tab with Browse Templates button highlighted" />
    </Frame>

    <Frame>
      <img alt="Create your own Quiz option under Create from Scratch" />
    </Frame>
  </Step>

  <Step title="Add a title and description">
    On the **Introduction to the Quiz** page, add the **Title** and **Description** to help respondents understand the purpose of your quiz. Providing these details is particularly useful when running a quiz on a specific topic such as Information Security Awareness.

    Click on **Continue**.

    <Frame>
      <img alt="Introduction to the Quiz page with Title and Description fields" />
    </Frame>
  </Step>

  <Step title="Add questions">
    Add questions to the quiz. Include a brief question **description**, provide the **answer options**, and indicate the **correct answer**. Click on **Add** at the bottom right of the page.

    <Frame>
      <img alt="Quiz question editor with description, answer options, and correct answer" />
    </Frame>
  </Step>

  <Step title="Configure quiz settings">
    After adding the questions, proceed to **Quiz Settings**. You can choose to display correct answers to the respondents and set a **Time Duration** for the quiz.

    Click on **Select Respondents** to move to the final step.

    <Frame>
      <img alt="Quiz Settings with show correct answers toggle and Time Duration field" />
    </Frame>
  </Step>

  <Step title="Invite respondents">
    To invite respondents to the quiz, add their name or email address in the invites box.

    Based on the uploaded user data, you can send the quiz to the entire organisation or to specific departments, business units, grades, or locations. Once you have added the recipients, click on **Send Invites** and wait for the responses.

    <Info>
      If you want to avoid inviting respondents via email, share a link to the quiz with them. Generate the link by clicking **Copy Quiz Link**.
    </Info>

    <Frame>
      <img alt="Invite respondents box with Send Invites and Copy Quiz Link options" />
    </Frame>
  </Step>
</Steps>

## Delete or duplicate a quiz

Navigate to **Surveys > General Surveys** and scroll to the **Quizzes** card at the bottom. Go to the particular quiz you want to delete or duplicate. You can delete or duplicate a quiz by clicking on the **three dots** at the top right and then clicking on **Delete** or **Make a Copy**.

Deleting a quiz will erase all responses collected. We suggest setting the quiz as inactive to hide it from participants by switching the **Collecting Responses** toggle off.

Duplicating a quiz creates a copy with the same configuration and questions.

<Frame>
  <img alt="Three-dot menu on a quiz card with Delete and Make a Copy options" />
</Frame>

## Other options in quizzes

Click on a particular quiz under **My Surveys & Quizzes** to explore other options.

* **Send Reminders:** Send an email reminder to those who are yet to respond. You can include a custom message to the respondents.
* **Send Invites:** Click **Send Invite** to send invites to users initially excluded from the list of survey respondents.
* **Collecting Responses:** Switching off the toggle will make the quiz **Inactive**. Respondents will no longer be able to take the quiz.

<Frame>
  <img alt="Quiz options for Send Reminders, Send Invites, and Collecting Responses toggle" />
</Frame>

Application URL: `https://{tenant_url}/home/surveys/my`

## FAQs

<AccordionGroup>
  <Accordion title="How do I create a quiz in Empuls?">
    Navigate to **Surveys > Pulse and eNPS > Browse Templates**. Under the General Surveys tab, go to **Create from Scratch** and select **Create your own Quiz**. Add a title, description, questions, and answer options, then configure settings and send invites.
  </Accordion>

  <Accordion title="What types of questions can I add to a quiz?">
    You can add multiple-choice questions with defined correct answers. Each question can include a brief description to give respondents context.
  </Accordion>

  <Accordion title="Can I show respondents the correct answers after they complete the quiz?">
    Yes. In Quiz Settings, you can choose to display the correct answers to respondents once they have submitted their responses.
  </Accordion>

  <Accordion title="Can I set a time limit for a quiz?">
    Yes. In Quiz Settings, you can set a Time Duration for the quiz to control how long respondents have to complete it.
  </Accordion>

  <Accordion title="How do I invite respondents to a quiz?">
    Add respondents by name or email address in the invites box, or filter by department, business unit, grade, or location. Click **Send Invites** to distribute. You can also share a direct link by clicking **Copy Quiz Link**.
  </Accordion>

  <Accordion title="Can I share the quiz without sending an email invite?">
    Yes. Use the **Copy Quiz Link** option to generate a shareable link and distribute it directly to respondents without sending an email invite.
  </Accordion>

  <Accordion title="How do I delete or duplicate a quiz?">
    Navigate to **Surveys > General Surveys > Quizzes**. Click the three dots at the top right of the quiz and select **Delete** or **Make a Copy**. Deleting a quiz erases all collected responses — if you want to stop collecting responses without losing data, switch off the **Collecting Responses** toggle instead.
  </Accordion>
</AccordionGroup>

<Info>
  Feedback or questions? Write to us at [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Info>


# Survey analytics
Source: https://help-empuls.xoxoday.com/admin/surveys/survey-analytics

Analyze survey results in Empuls with response rate tracking, sentiment breakdowns, trend comparisons, and department-level filters to turn feedback into actionable insights.

The Empuls survey analytics dashboard gives you a comprehensive, real-time view of employee feedback — from headline eNPS scores and engagement driver breakdowns to sentiment analysis on open-ended responses. This guide shows you how to navigate the dashboard, interpret what you see, and turn insights into action.

<Info>
  You need a **Super Admin**, **Admin**, or **Survey Admin** role to access survey analytics. Results become visible as soon as sufficient responses are collected.
</Info>

## Navigating to the analytics dashboard

<Steps>
  <Step title="Open the survey module">
    Go to **Surveys > Pulse & eNPS Surveys** from the left-hand navigation menu.

    <Frame>
      <img alt="Pulse and eNPS Surveys section in Empuls left navigation" />
    </Frame>
  </Step>

  <Step title="Select a survey">
    Choose any survey that is **completed** or **currently running**. Click on the survey name to open its analytics dashboard.
  </Step>

  <Step title="Set the time period">
    Use the **date dropdown** at the top of the dashboard to select the time period you want to analyze.

    <Frame>
      <img alt="Date range dropdown on the survey analytics dashboard" />
    </Frame>
  </Step>
</Steps>

## Dashboard sections

### Summary — engagement driver scores

The **Summary** tab displays the average score for each of the four engagement drivers:

* **Recognition and career growth**
* **Relationships and culture**
* **Hygiene factors**
* **Strategic connect**

Each driver score gives you a quick read on where employee sentiment is strongest and where it needs attention. Click **View Trends** to see how driver scores have changed across survey runs over time.

### eNPS scores

The **eNPS** tab shows the distribution of responses across **Detractors**, **Passives**, and **Promoters** for each eNPS question. Color coding indicates performance level:

| Score range | Rating      |
| ----------- | ----------- |
| Below 0     | Below par   |
| 0 to +30    | Par         |
| +30 to +50  | Excellent   |
| +50 to +70  | World-class |
| Above +70   | Exceptional |

The tab also shows your score against a cross-industry benchmark line, helping you contextualize your result.

### Engagement drivers detail

The **Engagement Drivers** tab breaks each of the four drivers into their constituent **dimensions** — the specific Likert scale questions that feed into each driver. Click the **expand icon** next to any driver to see its dimensions. Click **View** next to a dimension to see the specific questions and their responses.

Each dimension is categorized as one of: **Weakness**, **At-risk**, **Acceptable**, **Improving**, or **Strength** — based on the score and its trend over the last three survey runs. See [eNPS and pulse surveys](/admin/surveys/enps-pulse) for a full explanation of each category.

### Feedback comparison (heatmap)

The **Feedback Comparison** tab displays a color-coded heatmap that lets you compare scores across different employee groups side by side. Higher scores appear in warmer colors; lower scores in cooler colors.

Use the dropdown to choose the comparison level:

* **NPS & engagement drivers** — high-level comparison
* **NPS, drivers, and dimensions** — mid-level comparison
* **All NPS & Likert questions** — full question-by-question comparison

To compare a specific team or location against a relevant sub-group rather than the whole organization, use **Internal Benchmarking**. The "Org" comparison dropdown filters to only show regions or categories where the selected view has employees — so your site in Asia is compared to Asia-region scores, not global averages.

<Note>
  Groups with fewer than 5 responses display as **"NA"** to protect respondent confidentiality. Groups not mapped to a user group also display as "NA".
</Note>

### Likert scale questions

The **Likert Scale Questions** tab displays every Likert question with its average score and a color-coded response distribution bar. Hover over any bar to see a detailed breakdown of how employees responded across each scale point.

Sort questions using the dropdown:

* **Best to worst** — start with your highest-scoring questions
* **Worst to best** — start with your areas of greatest concern
* **Default sort** — the original question order

Use the **All Engagement Drivers** dropdown to filter and view questions grouped by driver.

### Open-ended feedback and AI summary

The **Open Ended Questions** tab shows all free-text responses to open-ended questions.

**Searching responses**: Type a keyword in the search box to filter responses and locate specific themes quickly.

**AI summary**: For each open-ended question, Empuls generates an AI-powered summary using Natural Language Processing (NLP). The summary includes:

* **Sentiment analysis** — responses are categorized as Positive, Neutral, or Negative. This gives you an instant read on the overall emotional tone without reading every individual response.
* **Insights breakdown by demographics** — filter the AI summary by Department, Designation, or Business Unit to pinpoint whether sentiment differs across groups (for example, whether engineers feel differently about work-life balance than sales teams).
* **Group analysis** — the AI highlights anomalies and contrasts between cohorts. For example, it might flag that one business unit has a 40% lower sentiment score on a specific topic compared to the organizational average.

<Tip>
  Use the AI summary to quickly identify "hotspots" — groups or topics that need immediate attention — and "bright spots" — areas where things are working well enough to replicate elsewhere.
</Tip>

## Filtering and custom views

### Filtering data

Click the **filter icon** to narrow down the dashboard data by:

* Business Unit
* Location
* Cost Center
* Designation
* Department
* Tenure
* Grade

Select your criteria and click **Apply Filter** to update the entire dashboard view.

### Custom views

The custom views dropdown lets you switch between pre-configured views based on access permissions:

* **Everyone** — organization-wide data
* **My Team** — data for your direct reports
* **HRBP View** — data for the business units or regions your HRBP role covers
* **Custom Access View** — any view created and assigned to you

### Managing views

Click **Manage Views** to see all default and custom views. To create a new view:

1. Click **+ Create New View** at the bottom of the panel.
2. Give the view a **name**.
3. Apply the **filters** that define the audience for this view.
4. Click **Create** to save.

## Engagement trends

The **trends chart** plots eNPS values (on the Y-axis) across the last six survey runs, alongside a confidence range and the industry benchmark line (shown in green). This helps you answer questions like:

* Is engagement improving, declining, or holding steady?
* Are we above or below the industry benchmark?
* Did a specific organizational change correlate with a shift in scores?

The **Engagement Drivers Trends** chart plots all four driver trendlines on the same X-axis, enabling you to see which drivers are correlated with changes in eNPS over time.

## Downloading survey reports

Click the **download icon** at the top of the dashboard to export the full survey report. The downloaded report includes all scores, distributions, and open-ended responses.

## Adoption summary

Click **Adoption Summary** to view the response rate across user groups. The graph uses color coding to show:

* **Completed** — employees who finished the survey
* **Partial response** — employees who started but didn't finish
* **No response** — employees who did not open the survey

Use adoption data to identify groups with low response rates and follow up with targeted reminders.

## Sharing results with stakeholders

To share survey highlights with leadership or HR business partners:

* Download the full PDF or CSV report using the **download icon**
* Share a filtered custom view by creating a view scoped to the relevant department or business unit, then sharing the link
* Export individual sections (such as the engagement driver breakdown) directly from the relevant tab

## FAQs

<AccordionGroup>
  <Accordion title="When do results appear in the dashboard?">
    Results appear in real time as responses come in. A minimum of 5 responses is required for a data point to display — groups with fewer responses show as "NA".
  </Accordion>

  <Accordion title="Can I filter survey results by department or location?">
    Yes. Use the filter icon at the top of the dashboard and select the criteria you want. The entire dashboard updates to reflect the filtered view.
  </Accordion>

  <Accordion title="How often should I review survey analytics?">
    Review results after every completed survey run, and track trends quarterly to identify meaningful patterns. For recurring surveys, check the adoption summary mid-run to send reminders to non-respondents.
  </Accordion>

  <Accordion title="Can I compare results across different survey runs?">
    Yes. Use the date selector to navigate between runs, and the trends charts to overlay multiple runs on a single timeline.
  </Accordion>

  <Accordion title="Who can see survey analytics?">
    Access is controlled by role. Super Admins and Survey Admins see organization-wide data. HRBP views are scoped to specific business units. Custom views can be configured for specific managers or stakeholders.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="eNPS and pulse surveys" icon="chart-line" href="/admin/surveys/enps-pulse">
    Understand how scores are calculated and what engagement drivers mean.
  </Card>

  <Card title="Create surveys" icon="plus" href="/admin/surveys/create-surveys">
    Full guide to building and sending surveys.
  </Card>

  <Card title="Lifecycle surveys" icon="arrows-spin" href="/admin/surveys/lifecycle-surveys">
    Configure milestone-triggered surveys for onboarding, exit, and more.
  </Card>
</CardGroup>


# Types of surveys
Source: https://help-empuls.xoxoday.com/admin/surveys/type-of-surveys

Explore the full range of Empuls survey types: eNPS, pulse, lifecycle, driver, and custom surveys, and understand when to use each one.

Empuls surveys are an efficient tool enabling you to create and manage surveys effortlessly, gather employee feedback, and provide valuable insights. It is perfect for measuring employee engagement and workplace experience.

## How surveys are classified on Empuls

On Empuls, we have multiple surveys with numerous minor variations. To keep things simple, surveys are classified based on:

* When the survey is being run
* Why the survey is being run

***

## 1. Measure engagement with employee engagement surveys

### a) eNPS

Measure employee loyalty with the Employee Net Promoter Score (eNPS), a survey consisting of a single question.

You receive a breakdown of:

* Promoters
* Passives
* Detractors
* Company eNPS score

It helps you understand employee sentiment with just one question.

***

### b) Pulse surveys

The Pulse Survey comprises 11–15 questions to evaluate:

* Employee attrition
* Motivation
* Team performance
* Happiness
* Workplace culture
* Workflow efficiency

Both eNPS and pulse surveys can be run once every quarter.

***

### c) Employee engagement surveys

This comprehensive survey contains 57 questions and is often conducted once a year. It is designed to provide deep insights into employee engagement and offers detailed analytics to better understand employees.

Recommended frequency: **Annually**

***

## 2. Enhance employee EX with lifecycle surveys

Lifecycle surveys help collect feedback at every touchpoint in the employee lifecycle, including:

* Hiring
* Onboarding
* Learning & Development
* Performance appraisal
* DEIB initiatives
* HR policies
* Exit feedback

These templates help organisations gain insights throughout the employee journey.

***

## 3. Custom surveys

You can:

* Create surveys from scratch
* Edit templates from a question bank
* Run custom quizzes
* Engage teams through friendly competitions

Custom surveys provide complete flexibility.

***

## FAQs

<AccordionGroup>
  <Accordion title="What survey types are available on Empuls?">
    Empuls offers:

    * **eNPS surveys** — measure employee loyalty with a single question
    * **Pulse surveys** — short, frequent engagement check-ins
    * **Annual engagement surveys** — comprehensive 57-question surveys
    * **Lifecycle surveys** — surveys for onboarding, exit, L\&D, DEIB, etc.
    * **Custom surveys** — create from scratch or edit templates
  </Accordion>

  <Accordion title="How often should we run each survey type?">
    | Survey type       | Recommended frequency        |
    | ----------------- | ---------------------------- |
    | eNPS and pulse    | Quarterly                    |
    | Engagement survey | Annually                     |
    | Lifecycle surveys | Based on employee milestones |
    | Custom surveys    | As needed                    |
  </Accordion>

  <Accordion title="Can I customize survey questions?">
    Yes. With custom surveys, you can:

    * Use the question bank
    * Create your own questions
    * Customize existing templates

    Pulse and engagement survey templates are standardized, but custom surveys are fully editable.
  </Accordion>
</AccordionGroup>


# Azure AD SSO
Source: https://help-empuls.xoxoday.com/admin/user-authentication/azure-ad

Connect Empuls to Azure Active Directory for seamless single sign-on, automatic user provisioning via SCIM, and centralized access management across your organization.

Empuls integrates with Azure Active Directory (Azure AD) through SAML 2.0, allowing employees to sign in to Empuls using their existing Microsoft corporate credentials. Once connected, access is managed entirely through Azure AD — you provision and deprovision users centrally, and no passwords are stored in Empuls.

<Note>
  The built-in **Microsoft SSO** toggle in Empuls User Authentication settings uses Microsoft's OAuth flow and is a different integration path from Azure AD SAML 2.0. Use this guide when you need SAML-based federation with Azure AD, which gives you more control over attribute mappings, conditional access policies, and enterprise app assignments.
</Note>

## Prerequisites

Before you begin, make sure you have:

* Admin access to the [Azure portal](https://portal.azure.com)
* Super Admin access to Empuls
* Your Empuls tenant URL (for example, `https://yourcompany.empuls.com`)

## Part 1: Add Empuls as an enterprise application in Azure

<Steps>
  <Step title="Open Azure Active Directory">
    In the Azure portal, select **Azure Active Directory** from the left navigation panel, then select **Enterprise Applications**.
  </Step>

  <Step title="Create a new application">
    In the Enterprise Applications pane, click **+ New application**. Switch to the legacy app gallery experience if prompted.
  </Step>

  <Step title="Select non-gallery application">
    Click **Non-gallery application** (the third card in the gallery view). This option lets you configure a custom SAML application.
  </Step>

  <Step title="Name the application">
    Enter a display name such as **Xoxoday Empuls**, then click **Add**.
  </Step>

  <Step title="Assign users">
    Go to **Users and groups** and map the users or groups that should have access to Empuls. To grant all users access automatically, set the **User Assignment Required** property to **No** in the application properties.
  </Step>

  <Step title="Configure SAML">
    From the application overview, select **Set up single sign-on**, then choose **SAML**.
  </Step>

  <Step title="Edit basic SAML configuration">
    Click the **Edit** (pencil) icon on the **Basic SAML Configuration** card.
  </Step>
</Steps>

## Part 2: Enter Empuls SP values in Azure

You need to copy several values from your Empuls account into the Azure SAML configuration.

<Steps>
  <Step title="Open Empuls authentication settings">
    In Empuls, navigate to **Admin > User Access Settings > User Authentication**. Select **Custom Login Methods** and click **Configure Now** to open the SAML 2.0 configuration page. You can also navigate directly to `/home/integrations/saml_sso`.
  </Step>

  <Step title="Copy or download SP metadata">
    From the Empuls SAML page, either:

    * Copy the individual SP values listed below, or
    * Click **Download SP Metadata** to get `empuls-sp-metadata.xml` and upload it directly into Azure (this auto-fills most fields).
  </Step>

  <Step title="Fill in Azure basic SAML configuration">
    Enter the following values from your Empuls SAML page into the Azure Basic SAML Configuration fields:

    | Azure field                | Value from Empuls                                                              |
    | -------------------------- | ------------------------------------------------------------------------------ |
    | **Identifier (Entity ID)** | Entity ID (format: `https://yourcompany.xoxoday.com/chef/sso/metadata-sp/...`) |
    | **Reply URL (ACS URL)**    | Assertion Consumer Service URL                                                 |
    | **Sign on URL**            | SSO redirect URL                                                               |
    | **Relay State**            | Your Empuls login URL                                                          |
    | **Logout URL**             | IDP logout URL                                                                 |
  </Step>

  <Step title="Save the configuration">
    Click **Save** at the top of the Basic SAML Configuration panel.
  </Step>
</Steps>

<Note>
  In the **User Attributes & Claims** section, Azure maps `emailaddress` to `user.mail` by default. Empuls validates users by Email ID or Employee ID — make sure the Name ID value in the SAML response corresponds to the email address or employee ID stored in Empuls.
</Note>

## Part 3: Download Azure metadata and upload to Empuls

<Steps>
  <Step title="Download the Federation Metadata XML">
    On the Azure SAML configuration page, locate the **SAML Signing Certificate** card (card 3). Click **Download** next to **Federation Metadata XML** to save the file to your computer.
  </Step>

  <Step title="Upload the metadata to Empuls">
    Return to the Empuls SAML 2.0 configuration page (`/home/integrations/saml_sso`). In the **Identity Provider metadata** section, upload the Federation Metadata XML file you downloaded from Azure.
  </Step>

  <Step title="Save">
    Save your changes in Empuls.
  </Step>
</Steps>

## Part 4: Test the connection

<Steps>
  <Step title="Click Test Connection">
    On the Empuls SAML 2.0 configuration page, click **Test Connection**. A pop-up window opens and redirects you to the Azure sign-in page.
  </Step>

  <Step title="Sign in with Azure credentials">
    Enter your Microsoft credentials in the pop-up. Azure authenticates you and redirects back to Empuls.
  </Step>

  <Step title="Confirm success">
    Empuls displays an "SSO verification is successful" message to confirm the integration is working.
  </Step>
</Steps>

<Warning>
  If the test pop-up does not open, your browser may be blocking pop-ups. Allow pop-ups for your Empuls domain and try again.
</Warning>

## Data flow architecture

When a user logs in after Azure AD SSO is configured, the authentication flow works as follows:

1. User enters their email on the Empuls login page and clicks **Proceed**.
2. Empuls identifies the SAML configuration and redirects the user to Azure AD.
3. Azure AD authenticates the user and issues a signed SAML assertion.
4. The assertion is sent back to Empuls via the ACS URL.
5. Empuls validates the assertion and grants the user access.

## FAQs

<AccordionGroup>
  <Accordion title="Can I enable two custom SSO options at the same time?">
    Yes, this is possible with additional configuration. Contact [cs@xoxoday.com](mailto:cs@xoxoday.com) to enable multiple custom SSO options for your organization.
  </Accordion>

  <Accordion title="What user attribute does Empuls use to match identities?">
    Empuls matches users by Email ID or Employee ID. The value in the SAML Name ID field must match the corresponding field in your Empuls user records exactly.
  </Accordion>

  <Accordion title="Can I upload the SP metadata file instead of copying values manually?">
    Yes. Download `empuls-sp-metadata.xml` from the Empuls SAML page and upload it in Azure during the SAML app configuration. Azure auto-populates the Entity ID, ACS URL, and other fields from the file.
  </Accordion>
</AccordionGroup>


# Google Workspace SSO
Source: https://help-empuls.xoxoday.com/admin/user-authentication/google-workspace-sso

Connect Google Workspace to Empuls for single sign-on, letting employees log in with their Google credentials and sync user data automatically.

Google Workspace SSO lets every employee in your Google domain sign in to Empuls with a single click — no separate Empuls password, no per-user invite step. It uses Google's OAuth 2.0 flow with domain restriction so only users in your verified Workspace domain can authenticate, and new users are provisioned just-in-time the first time they sign in.

<Note>
  Google Workspace SSO is different from the basic **Google** login toggle in User Authentication. The generic Google toggle accepts any Google account whose email matches an existing Empuls record. Workspace SSO is **domain-bound**, with automatic provisioning for users that don't yet exist in Empuls.
</Note>

## Before you start

* You must be a **Super Admin** in Empuls.
* You must be a **Google Workspace super administrator** for the domain you want to bind.
* All employees who should be able to sign in must have email addresses on the verified Google Workspace domain.
* Decide whether you want users created automatically on first sign-in (JIT provisioning) or only existing Empuls users to be able to authenticate.

## How it differs from related options

| Option                               | When to use                                                                                                            | Behavior                                                                                                                                                        |
| ------------------------------------ | ---------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Google** (basic)                   | You just want users to skip entering a password and you've already added them to Empuls manually.                      | OAuth login matched against existing email records. New users see "Account not found."                                                                          |
| **Google Workspace SSO** (this page) | You want the whole domain to sign in seamlessly, with new hires onboarded automatically.                               | Domain-restricted OAuth, JIT user creation, optional directory sync via the [Google Workspace integration](/admin/integrations/collaboration/google-workspace). |
| **SAML 2.0 (custom)**                | You need SAML, conditional access policies, or you want to centralize Empuls in your IdP catalog alongside other apps. | SAML federation; you upload IdP metadata. See [Custom SAML 2.0](/admin/user-authentication/saml-custom).                                                        |

## Set up Google Workspace SSO

<Steps>
  <Step title="Open User Authentication">
    Navigate to **Admin Hub → User Access Settings → User Authentication**.
  </Step>

  <Step title="Enable Google Workspace SSO">
    Toggle on **Google Workspace** and click **Configure**.
  </Step>

  <Step title="Authorize with Google">
    A Google sign-in window opens. Sign in with a Google Workspace super-admin account. Approve the requested OAuth scopes (sign-in and email).
  </Step>

  <Step title="Confirm the domain">
    Empuls shows the verified domain returned by Google (for example, `acme.com`). Confirm this is the domain you want bound to your Empuls tenant.
  </Step>

  <Step title="Choose provisioning behavior">
    * **Just-in-time provisioning** — Any user in the domain who signs in for the first time is created as a new Empuls user with the default access role. Pick the default role here.
    * **Existing users only** — Only employees who already exist in Empuls can sign in. New domain users see "Account not found."
  </Step>

  <Step title="Save">
    Save your settings. Google Workspace now appears as a sign-in option on your Empuls login page.
  </Step>
</Steps>

## What employees see

After setup, the Empuls login page shows a **Sign in with Google** button. When an employee clicks it:

1. Empuls redirects to Google's OAuth consent screen.
2. Google authenticates the user against your Workspace domain.
3. Empuls receives the user's email, verifies the domain matches, and signs them in.
4. If the user is new and JIT provisioning is enabled, Empuls creates the account using the default role you set.

The whole flow takes seconds and avoids a separate password reset for every new hire.

## Domain restriction

Empuls validates the domain on every sign-in. If a user signs in with a Google account that is **not** in your bound Workspace domain (for example, a personal `@gmail.com` account), authentication is rejected with **"Account not authorized for this organization."** This blocks an entire class of mistaken sign-ups from individual Google users.

## Just-in-time provisioning

When JIT is enabled and a new user signs in for the first time:

* Empuls creates an employee record with the email from Google.
* Name, profile picture, and basic profile fields are populated from the Google account.
* The user is assigned the default access role you picked during setup.
* Department, manager, and other HR fields are **not** populated automatically — connect [Google Workspace directory sync](/admin/integrations/collaboration/google-workspace) or [HRMS sync](/admin/integrations/hris-hrms) to fill those.

<Tip>
  Pair Google Workspace SSO with the directory-sync side of the [Google Workspace integration](/admin/integrations/collaboration/google-workspace) so JIT users land with manager, department, and org-unit info already set, not just an email.
</Tip>

## Disable or rotate the SSO connection

<Steps>
  <Step title="Open User Authentication">
    Navigate to **Admin Hub → User Access Settings → User Authentication**.
  </Step>

  <Step title="Toggle off Google Workspace">
    Disable the toggle. Active sessions are unaffected; sign-ins after that point must use another enabled method.
  </Step>

  <Step title="Re-authorize (rotate)">
    To refresh OAuth credentials without disabling, click **Configure** and re-run the authorization flow with a current Google Workspace super-admin account.
  </Step>
</Steps>

## Limits and gotchas

* Empuls supports **one Google Workspace domain** per tenant. Multi-domain organizations must consolidate or use a different SSO method.
* Disabling Google Workspace SSO does not delete the JIT-provisioned users — they remain in Empuls and may need to be cleaned up via [employee exit policy](/admin/user-management/employee-exit) or HRMS sync.
* If multiple SSO methods are enabled, the login page shows all of them. To force Workspace as the only option, disable the other methods (Microsoft, Slack, basic Google, SAML).
* Two-factor authentication is enforced by Google, not by Empuls. Configure 2FA at the Google Workspace level.

## Related

<CardGroup>
  <Card title="SSO overview" href="/admin/user-authentication/sso-overview">
    All available login methods.
  </Card>

  <Card title="Google Workspace integration" href="/admin/integrations/collaboration/google-workspace">
    Directory sync and Google Chat alongside SSO.
  </Card>

  <Card title="Custom SAML 2.0" href="/admin/user-authentication/saml-custom">
    SAML federation for IdPs that aren't a Workspace.
  </Card>

  <Card title="Manage employees" href="/admin/user-management/manage-employees">
    Set the default access role used for JIT-provisioned users.
  </Card>
</CardGroup>


# OAuth clients and scopes
Source: https://help-empuls.xoxoday.com/admin/user-authentication/oauth-clients

Register and manage OAuth clients in Empuls to enable secure API access for third-party integrations, configure allowed scopes, and control authorization flows.

Empuls exposes its GraphQL API to third-party applications via OAuth 2.0. You register a client (with its callback URL and allowed scopes), the client redirects users to Empuls for consent, and Empuls issues a token the client uses for subsequent API calls. Scopes are granular — `points_manage`, `budget_read`, `surveys_manage`, etc. — so a client only gets the permissions it actually needs. There's no admin UI for client registration today; it's configured via Empuls support. This page documents the model.

## Before you start

* You must be a **Super Admin** to authorize new clients.
* Confirm with the third-party integration owner exactly which scopes they need; over-broad scopes are a common security finding in audits.
* For internal-only integrations, consider [webhook & APIs](/admin/integrations/other/webhook) instead — simpler, scoped at the event level.

## How OAuth in Empuls works

<Steps>
  <Step title="Register a client">
    Provide a name, callback URL, and the allowed scopes. Empuls returns a client ID and a client secret.
  </Step>

  <Step title="Restrict client by company">
    Optionally limit the client to a specific company ID (multi-tenant scenarios) or set of company IDs.
  </Step>

  <Step title="User authorization flow">
    A user redirects from the client to Empuls's `/authorize` endpoint. Empuls authenticates the user, shows the requested scopes, and on consent issues an authorization code.
  </Step>

  <Step title="Client exchanges code for tokens">
    The client's backend exchanges the authorization code at `/token` for an access token and refresh token.
  </Step>

  <Step title="Client calls GraphQL">
    The access token is passed in the `Authorization: Bearer ...` header. Scope enforcement happens server-side — calls outside the granted scopes are rejected.
  </Step>
</Steps>

## Scope catalog

A non-exhaustive list of scopes the API supports:

| Scope                 | Allows                                             |
| --------------------- | -------------------------------------------------- |
| `points_manage`       | Add or deduct reward points                        |
| `points_read`         | Read points balances and history                   |
| `budget_read`         | Read budget configuration and balances             |
| `budget_manage`       | Create or update budgets                           |
| `recognitions_read`   | Read recognition events                            |
| `recognitions_create` | Submit new recognitions                            |
| `surveys_read`        | Read survey responses (subject to anonymity rules) |
| `surveys_manage`      | Create or update surveys                           |
| `users_read`          | Read employee directory                            |
| `users_manage`        | Create, update, or deactivate employees            |

Empuls's full scope list is available via the `oauth_scopes` config — request it from Empuls support when registering.

## Company OAuth tokens vs user OAuth tokens

| Token type               | Lifetime                                        | Use case                                   |
| ------------------------ | ----------------------------------------------- | ------------------------------------------ |
| **User OAuth token**     | Default 7 days; refreshable                     | Per-user interactive flows                 |
| **Company OAuth token**  | Default 30 days; refreshable                    | Service-to-service (HRIS sync, batch jobs) |
| **Limited-access token** | Short-lived (e.g., 15 minutes); not refreshable | One-off operations with elevated scope     |

Pick the right token type for the integration. Most HRIS-style integrations use company OAuth tokens.

## Limited-access tokens

For sensitive operations — e.g., a one-time bulk import that needs admin scope — generate a limited-access token instead of granting permanent admin scope:

1. The client makes a request to the `generateLimitedAccessToken` mutation with the desired scopes.
2. Empuls returns a short-lived token (15 minutes default).
3. The client uses the token for the operation, then it expires.

This pattern prevents permanent admin-scope token leakage while still enabling one-off elevated operations.

## CSRF protection

All write mutations require a CSRF token. Clients fetch the CSRF token via a separate `@csrf` directive flow and pass it on every state-changing call. Empuls validates the CSRF on every mutation. Reads (queries) are CSRF-exempt.

## Rate limiting

Per-IP rate limits apply to the GraphQL endpoint:

* Default: 60 requests per minute per IP.
* Authenticated requests: 120 per minute per token.
* Limits configurable per-tenant via support.

Exceeding limits returns 429 Too Many Requests with a `Retry-After` header.

## Register a client

Until a self-service UI exists, register clients by contacting [cs@xoxoday.com](mailto:cs@xoxoday.com) with:

* Client name and description
* Callback URL(s)
* Required scopes (justification helpful)
* Company restriction (if applicable)
* Contact owner

Empuls support provisions the client and returns the credentials securely.

## Revoke a client

To revoke a client (e.g., the partner relationship ends or credentials leaked):

1. Contact Empuls support with the client ID.
2. Empuls revokes the client immediately. All existing tokens become invalid; any in-flight session ends.

## Limits and gotchas

* Client secrets cannot be retrieved after registration. If lost, rotate by contacting support.
* Refresh tokens are single-use — using a refresh token returns a new access + new refresh token. Reuse of an already-used refresh token is rejected.
* Scope grants are sticky — once a user consents to a scope, subsequent token issuances inherit the consent. Revoke and re-consent to change scopes.
* The OAuth surface is part of the auth microservice (`etpauth`). Service availability is independent of Empuls's main app.

## Related

<CardGroup>
  <Card title="Webhook & APIs" href="/admin/integrations/other/webhook">
    Simpler event-driven integration alternative.
  </Card>

  <Card title="SSO overview" href="/admin/user-authentication/sso-overview">
    User-facing identity federation (different from API access).
  </Card>

  <Card title="Access control" href="/admin/user-management/access-control">
    In-Empuls RBAC, which OAuth scopes also respect.
  </Card>
</CardGroup>


# Okta SSO
Source: https://help-empuls.xoxoday.com/admin/user-authentication/okta-sso

Set up Okta SSO with Empuls for secure, one-click employee login, and optionally enable SCIM-based automatic user provisioning from Okta to Empuls.

Empuls supports SAML 2.0-based Single Sign-On through Okta, enabling employees to authenticate using their corporate Okta credentials. Once configured, Okta controls who can access Empuls — users gain or lose access automatically based on their Okta assignments, and no passwords are stored in Empuls.

## How it works

With SAML 2.0, Okta acts as the Identity Provider (IdP) and Empuls acts as the Service Provider (SP). The authentication sequence is:

1. The user enters their email on the Empuls login page and clicks **Proceed**.
2. Empuls redirects the user to Okta.
3. Okta verifies the user's credentials.
4. Okta sends a signed SAML response back to Empuls.
5. Empuls grants the user access.

## Prerequisites

* Admin access to the Okta Admin Console
* Super Admin access to Empuls
* Your Empuls tenant URL

## Step A: Get Empuls SP metadata from Empuls

<Steps>
  <Step title="Open Empuls authentication settings">
    Log in to Empuls. Navigate to **Reports & Settings → Admin Dashboard → User Authentication → Custom Login SAML 2.0 SSO**.
  </Step>

  <Step title="Copy or download SP details">
    From the SAML 2.0 configuration page, copy the following values — you will enter them in Okta:

    * **ACS URL** (Assertion Consumer Service URL)
    * **Entity ID** (Audience URI)
    * **Name ID format**

    Alternatively, click **Download SP Metadata** to save `empuls-sp-metadata.xml`. You can upload this file directly in Okta.
  </Step>
</Steps>

## Step B: Create the Empuls app in Okta

<Steps>
  <Step title="Open Okta Admin Console">
    Log in to the Okta Admin Console. Go to **Applications → Create App Integration**.
  </Step>

  <Step title="Choose SAML 2.0">
    Select **SAML 2.0** as the sign-in method and click **Next**.
  </Step>

  <Step title="Name the application">
    Enter **Empuls** as the app name and click **Next**.
  </Step>

  <Step title="Configure SAML settings">
    In the SAML Settings screen, enter the following:

    | Okta field                   | Value                                                    |
    | ---------------------------- | -------------------------------------------------------- |
    | **Single Sign-On URL**       | Empuls ACS URL                                           |
    | **Audience URI (Entity ID)** | Empuls Entity ID                                         |
    | **Name ID Format**           | EmailAddress                                             |
    | **Name ID Value**            | Email or Employee ID (must match user records in Empuls) |
  </Step>

  <Step title="Save the application">
    Click **Next**, review your settings, and click **Finish** to save the application.
  </Step>
</Steps>

## Step C: Assign users in Okta

<Steps>
  <Step title="Open the Empuls app in Okta">
    From the Applications list, click on the Empuls app you just created.
  </Step>

  <Step title="Assign users or groups">
    Go to the **Assignments** tab. Assign individual **Users** or **Groups** who should be able to log in to Empuls via SSO. Only assigned users can authenticate through Okta SSO.
  </Step>
</Steps>

## Step D: Export Okta metadata and upload to Empuls

<Steps>
  <Step title="Download Okta IdP metadata">
    In the Okta Admin Console, go to **Applications → Empuls → Sign On** tab. Click **View SAML setup instructions** and download the **IdP Metadata XML** file.
  </Step>

  <Step title="Upload to Empuls">
    Return to Empuls. Go to **User Authentication → SAML 2.0** (at `/home/integrations/saml_sso`). In the Identity Provider metadata section, upload the Okta IdP metadata XML file.
  </Step>

  <Step title="Save">
    Save your changes in Empuls.
  </Step>
</Steps>

## Step E: Test the connection

<Steps>
  <Step title="Click Test Connection">
    On the Empuls SAML 2.0 page, click **Test Connection**. A pop-up window opens.
  </Step>

  <Step title="Sign in with Okta">
    You are redirected to Okta. Log in with your Okta credentials.
  </Step>

  <Step title="Confirm success">
    If the connection is working, you are redirected back to Empuls with a success confirmation. SSO is now active.
  </Step>
</Steps>

<Warning>
  If the test pop-up does not open, your browser is likely blocking pop-ups. Allow pop-ups for your Empuls domain and retry the test.
</Warning>

## Step F: Set Okta SSO as the default login method

To make Okta SSO the default for all users, go to **Admin Dashboard → User Authentication → Custom Login Method → SAML 2.0 (Okta)** and set it as the default login method.

## Other SAML 2.0 providers

The same general process applies to other SAML 2.0-compatible identity providers. The key steps are always: obtain Empuls SP metadata → configure the IdP app → download IdP metadata → upload to Empuls → test the connection.

### OneLogin

In OneLogin, create a **SAML Test Connector (Advanced)** application. In the **Configuration** tab, enter the Empuls ACS URL and Entity ID (or upload `empuls-sp-metadata.xml` for auto-mapping). Set the **NameID Format** to **Email** or **Unspecified** with Employee ID. Download the OneLogin IdP metadata XML from **Applications → Your App → SSO → Download Metadata** and upload it to Empuls at `/home/integrations/saml_sso`. Click **Test Connection** to verify.

### Ping Identity

In the PingOne console, go to **Connections → Applications** and add a new **Web App** with **SAML** as the connection type. Name the app **Empuls**. Either upload `empuls-sp-metadata.xml` (recommended) or manually enter the ACS URL and Entity ID. In **Attribute Mapping**, map **SAML\_SUBJECT** to the user's **Email Address**. Toggle the app to **ON** to enable access. Download the IdP Metadata XML from the **Configuration** tab and upload it to Empuls. Click **Test Connection** to verify.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Test connection fails">
    * Confirm the **Name ID** in Okta is set to Email or Employee ID.
    * Verify the ACS URL and Entity ID in Okta exactly match the values from Empuls — extra spaces or trailing slashes can cause failures.
    * If you recently updated your Okta configuration, re-download and re-upload the Okta IdP metadata in Empuls.
  </Accordion>

  <Accordion title="User is assigned in Okta but cannot log in to Empuls">
    * Confirm the user exists in Empuls (check **Admin → Manage Employees**).
    * Verify the email address or employee ID in the user's Okta profile exactly matches their record in Empuls.
  </Accordion>

  <Accordion title="Pop-up is blocked during testing">
    Allow pop-ups for your Empuls domain in your browser settings and retry.
  </Accordion>

  <Accordion title="Can I enable two custom SSO options simultaneously?">
    Contact [cs@xoxoday.com](mailto:cs@xoxoday.com) to enable multiple custom SSO providers for your organization.
  </Accordion>
</AccordionGroup>


# OneLogin SSO
Source: https://help-empuls.xoxoday.com/admin/user-authentication/onelogin-sso

Configure OneLogin as your SSO provider for Empuls, enabling employees to log in securely with their existing identity credentials.

**Enable secure, centralized login for all Empuls users**

Single sign-on (SSO) allows employees to log in to Empuls using their OneLogin organizational credentials. It enhances security, simplifies access, and enables admins to centrally manage user provisioning and deprovisioning through OneLogin.

## How SAML Works

SAML (Security Assertion Markup Language) is an open standard that allows identity providers (like OneLogin) to authenticate users and pass a verified identity to a service provider (Empuls).\
It does this using a digitally signed XML assertion that confirms who the user is.

**Once configured, authentication works like this:**

* User enters their email on the Empuls login page and clicks **Proceed**.
* They are redirected to the OneLogin login page.
* OneLogin authenticates the user.
* The user is redirected back to Empuls with a secure SAML response.
* Access to Empuls is granted.

## **How to Set Up OneLogin SSO for Empuls**

### A. Create a SAML 2.0 Application in OneLogin

* Sign in to your **OneLogin Admin Portal**.
* Go to **Applications → Add App**.
* Search for **“SAML Test Connector (Advanced)”** and select it.
* Click **Save** to create the application.

### B. Configure SAML Settings in OneLogin

* Navigate to **Applications → \[Your App] → Configuration**.
* Fill in the following details from your Empuls account: **Service Provider Details (from Empuls)**
* Copy the values from:\
  **Admin Dashboard → Reports & Admin → Integrations → SAML 2.0 SSO**

You will need:

* **ACS (Assertion Consumer Service) URL**
* **Entity ID / Audience URI**
* **Default Relay State (optional)**
* **SP Metadata XML** (optional upload)

You can download **empuls-sp-metadata.xml** from Empuls and upload it directly into OneLogin for auto-mapping.

* **Save the configuration.**

### C: Set NameID Format + Attribute Mapping

Empuls validates users through **Email ID or Employee ID**.

In OneLogin:

* NameID Format
* Set to:\
  **Email** (recommended)\
  OR\
  **Unspecified** using Employee ID
* Click **Save**.

### D. Download OneLogin IdP Metadata

* Go to **Applications → \[Your App] → SSO**.
* Click **Download Metadata**.

You will receive an XML file (**onelogin-metadata.xml**).

### E. Upload Metadata into Empuls

* Log in to Empuls.
* Navigate to:\
  **Reports & Admin → Integrations → SAML SSO**
* Upload the **IdP Metadata XML** file downloaded from OneLogin.
* Save your changes.

### F. Test the SSO Connection

* Click **Test Connection** in Empuls.
* **Note:** Your browser may block pop-ups. Enable pop-ups to continue testing.
* If successful, Empuls will confirm that SSO is active.

### User Login Flow After Enabling SSO

Once SSO is enforced:

* User enters email on Empuls login page.
* Automatically redirected to OneLogin.
* Authenticates with organizational credentials.
* Redirected back to Empuls with access granted.

### Data Flow Architecture

* Empuls acts as the **Service Provider (SP)**.
* OneLogin acts as the **Identity Provider (IdP)**.
* Authentication response (SAML assertion) passes identity securely.
* No passwords are stored on Empuls.

## FAQs

**Do I need to enforce SSO for all users?**

No. You can choose to make SSO optional or mandatory.

**What user identifier does Empuls require?**

Either **Email ID** or **Employee ID** must be passed in the NameID.

**Can we use OneLogin groups or SCIM provisioning?**

Empuls currently supports SAML authentication; SCIM can be configured separately (if applicable for your plan).

**What is the Empuls Application URL?**

`https://{tenant_url}/home/integrations/saml_sso`

Please reach to [cs@xoxoday.com](mailto:cs@xoxoday.com) for any feedback or questions

##


# Password policies
Source: https://help-empuls.xoxoday.com/admin/user-authentication/password-policies

Configure password policies in Empuls to enforce complexity requirements, expiry intervals, and multi-factor authentication to keep employee accounts secure.

If any of your users sign in to Empuls with a password (rather than through SSO), you can enforce a password policy that meets your organization's security requirements: minimum length, character classes, expiry, and history (preventing reuse). The policy applies to every direct-login account on the tenant. SSO users authenticate at their identity provider and aren't covered by Empuls's password policy. Configure password policy from **Admin Hub → Platform Settings → Security → Password Policy** (it's a sub-page of [security settings](/admin/security/security-settings)).

## Before you start

* You must be a **Super Admin**.
* If SSO is your only login method, only admin fallback accounts use passwords — keep policy strict for those.
* Stricter policies can cause users to forget passwords more often; pair tighter policy with [magic link / OTP](/employees/getting-started/otp-and-magic-link) so users have a passwordless fallback.

## What you can configure

| Setting                           | What it controls                                                              |
| --------------------------------- | ----------------------------------------------------------------------------- |
| **Minimum length**                | Smallest acceptable password (default 8; recommend 12+)                       |
| **Require uppercase letter**      | At least one A-Z                                                              |
| **Require lowercase letter**      | At least one a-z                                                              |
| **Require digit**                 | At least one 0-9                                                              |
| **Require special character**     | At least one of `!@#$%^&*()_+-=...`                                           |
| **Password expiry**               | Days before users must change passwords (default 90; off disables expiry)     |
| **Password history**              | Last N passwords that can't be reused (default 5; recommended 12)             |
| **Force reset on first login**    | New accounts must set a new password before doing anything                    |
| **Lockout after failed attempts** | See [security settings](/admin/security/security-settings) for lockout config |

## Configure password policy

<Steps>
  <Step title="Open Password Policy">
    From the Security page in Platform Settings, click into the **Password Policy** card.
  </Step>

  <Step title="Set minimum length">
    Recommended: 12 characters for general use, 16+ for sensitive orgs.
  </Step>

  <Step title="Toggle complexity requirements">
    Enable uppercase, lowercase, digit, and special character requirements as needed.
  </Step>

  <Step title="Set expiry">
    Pick a number of days. Common: 90 days for regulated industries, off for orgs relying on SSO.
  </Step>

  <Step title="Set history">
    Pick how many recent passwords to block from reuse. Default 5 is fine; 12 if your auditors require it.
  </Step>

  <Step title="Save">
    The policy applies on the next password change. Existing passwords remain valid until expiry (if expiry is enabled).
  </Step>
</Steps>

## What users see

When a user changes their password (voluntarily or at expiry), Empuls shows the active policy on the change form so they know what's required. If they enter a password that doesn't meet the policy, the form shows which rules are unmet (e.g., "Password must include a special character") before submitting.

## Expired passwords

When a user's password reaches the expiry threshold:

1. They see a banner on their next sign-in: "Your password expires in N days."
2. On the day of expiry, the next sign-in forces a password change.
3. Until they change it, they can't access Empuls.

You can manually expire a specific user's password from their record on the [Manage employees](/admin/user-management/manage-employees) page (Action menu → **Force password reset**).

## Limits and gotchas

* The policy only applies to direct logins. SSO-authenticated users are not subject to it.
* Increasing policy strictness retroactively (e.g., raising minimum length from 8 to 12) doesn't invalidate existing passwords — they keep working until next change.
* History applies forward only. If you enable history with N=12, the next 12 changes start tracking; previous passwords aren't retroactively blocklisted.
* Empuls cannot recover lost passwords. Users without MFA or recovery email need an admin reset.

## Related

<CardGroup>
  <Card title="Security settings" href="/admin/security/security-settings">
    Other security controls (MFA, sessions, IP allowlist).
  </Card>

  <Card title="SSO overview" href="/admin/user-authentication/sso-overview">
    Federation that supersedes password policy.
  </Card>

  <Card title="OTP and magic link" href="/employees/getting-started/otp-and-magic-link">
    Passwordless fallback.
  </Card>

  <Card title="Session management" href="/admin/user-authentication/session-management">
    Configure session timeouts alongside password rules.
  </Card>
</CardGroup>


# Ping Identity SSO
Source: https://help-empuls.xoxoday.com/admin/user-authentication/ping-identity-sso

Set up Ping Identity SSO in Empuls for enterprise-grade single sign-on, giving employees secure access with their existing identity provider credentials.

This guide details how to configure Ping Identity (PingOne) as your Identity Provider (IdP) to enable Single Sign-On (SSO) for Empuls.

## Prerequisites

* Admin access to your **Empuls** account.
* Admin access to your **Ping Identity** (PingOne) console.

## A: Specific Service Provider Details from Empuls

Before configuring Ping Identity, you need to obtain the metadata from Empuls.

* Login to your **Empuls** account.
* Navigate to **Reports and Admin > User Authentication**.
* Locate the **SAML 2.0 Single Sign On** card.
* You will see your **Service Provider (SP) Metadata**. Keep this tab open, or:

  * **Copy** the ACS URL and Entity ID provided on the screen.
* **Download** the SP Metadata file (e.g., empuls-sp-metadata.xml) by clicking on **"Download SP Metadata"**.

## B: Configure Ping Identity (PingOne)

* Log in to your **Ping Identity** Admin Console.

* Navigate to **Connections** > **Applications**.

* Click the **+ (Plus)** icon to add a new application.

* Select **Web App** and choose **SAML** as the connection type.

* **Application Details:**

  * **App Name:** Enter Empuls
  * **Description:** (Optional) Enter Employee Engagement Platform
  * **Icon:** (Optional) Upload the Empuls logo.

* Click **Next**.

* **SAML Configuration:**

  * **Option A (Recommended):** Click **Import Metadata** > **Select a File** and upload the empuls-sp-metadata.xml file you downloaded in Step 1.
  * **Option B (Manual):** If you prefer to enter details manually:

    * **ACS URL:** Paste the ACS URL copied from Empuls.
    * **Entity ID:** Paste the Entity ID copied from Empuls.

* Click **Save and Continue**.

* **Attribute Mapping:**

  * Empuls requires a unique identifier (Email ID or Employee ID) in the NameID field.
  * Set the **SAML\_SUBJECT** attribute to map to **Email Address** (or the attribute that matches your users' Empuls login email).
  * Click **Save and Close**.

* **Enable the App:** Toggle the switch next to the Empuls application to **ON** (Green) to enable user access.

## C: Upload Ping Identity Metadata to Empuls

Once the application is created in Ping Identity, you must provide the IdP metadata back to Empuls to complete the trust relationship.

* In the **Ping Identity** console, go to the **Configuration** tab of your new Empuls app.
* Find the **IDP Metadata URL** or the **Download Metadata** button.
* **Download** the IdP Metadata XML file to your computer.
* Return to your **Empuls** browser tab (User Authentication page).
* Scroll to the **Identity Provider metadata** section (Step 3 on the Empuls screen).
* **Upload** the Ping Identity XML file you just downloaded.

  * *Alternative:* If Empuls asks for a URL, paste the Metadata URL from Ping Identity.

## D: Test the Connection

* After uploading the metadata, click **Save** in Empuls if prompted.
* Click on the **Test Connection** button at the bottom of the Empuls User Authentication page.
* A pop-up window will appear redirecting you to the Ping Identity login page.

  * *Note: Ensure your browser pop-up blocker is disabled.*
* Enter your Ping Identity credentials.
* If successful, you will be redirected back to Empuls with a "Connection Successful" message.

## **Troubleshooting**

* **Pop-up Blocked:** If the test window does not open, check your browser address bar for a pop-up blocker notification and allow pop-ups for Empuls.
* **User Not Found:** Ensure the email address you are testing with exists in both Ping Identity and Empuls.
* **Invalid SAML Response:** Verify that the NameID format in Ping Identity is mapped correctly to the user's email address.

For feedback or questions please reach out to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)


# Custom SAML 2.0
Source: https://help-empuls.xoxoday.com/admin/user-authentication/saml-custom

Configure a custom SAML 2.0 SSO connection in Empuls with any compatible identity provider, including setup steps for metadata exchange and attribute mapping.

Empuls can be integrated with any identity provider that supports the SAML 2.0 standard. If your organization uses a provider not listed in the standard Empuls authentication options — such as Microsoft ADFS, Oracle IAM, or an in-house identity system — you can configure it using the Custom Login Methods path. The setup follows the same trust exchange pattern: Empuls shares Service Provider (SP) metadata with your IdP, and your IdP shares its metadata back.

## What SAML 2.0 requires

SAML (Security Assertion Markup Language) is an open XML-based standard for exchanging authentication data between an identity provider and a service provider. For the integration to work, your identity provider must:

* Support SAML 2.0 as an authentication protocol
* Accept a Service Provider metadata XML file or manually entered SP configuration values
* Issue a digitally signed XML assertion containing the user's identity
* Send the Name ID value as either **Email ID** or **Employee ID** matching the user records in Empuls

Empuls validates user identity using the Name ID value in the SAML assertion. The value must exactly match the Email ID or Employee ID stored in Empuls for the user.

## Prerequisites

* Super Admin access to Empuls
* Administrator access to your identity provider
* Involvement of your IT/security team for DNS, certificates, and IdP configuration

## Step 1: Access the SAML configuration in Empuls

Navigate to **Admin > User Access Settings > User Authentication**. Select **Custom Login Methods** and click **Configure Now**.

You can also navigate directly to `/home/integrations/saml_sso` in your Empuls tenant.

## Step 2: Obtain Empuls SP metadata

Empuls displays your organization's Service Provider details on the SAML configuration page. You need to provide these values to your identity provider.

| Configuration value                          | Description                                                                            |
| -------------------------------------------- | -------------------------------------------------------------------------------------- |
| **Entity ID**                                | Uniquely identifies Empuls as the SAML service provider                                |
| **ACS URL (Assertion Consumer Service URL)** | The endpoint where your IdP sends the SAML response after authentication               |
| **Sign-On URL**                              | The URL Empuls uses to initiate SSO redirects                                          |
| **Relay State**                              | The URL users land on after successful authentication (usually your Empuls login page) |
| **Logout URL**                               | Called by Empuls when a user signs out                                                 |

Click **Download SP Metadata** to download `empuls-sp-metadata.xml`. Most SAML identity providers accept this file to auto-populate all SP configuration fields, which reduces manual entry errors.

## Step 3: Configure your identity provider

The exact steps vary by provider, but the general process is:

<Steps>
  <Step title="Create a new SAML application or relying party">
    In your identity provider's admin console, create a new SAML 2.0 application. Name it something recognizable, such as **Empuls**.
  </Step>

  <Step title="Import or enter SP metadata">
    Upload `empuls-sp-metadata.xml` if your IdP supports metadata import. Otherwise, manually enter the Entity ID, ACS URL, and other SP values from Empuls.
  </Step>

  <Step title="Configure attribute mapping">
    Map the user's email address or employee ID to the SAML **NameID** field. The format should be set to **Email** or **Unspecified** depending on which identifier you use.
  </Step>

  <Step title="Download IdP metadata">
    After saving your IdP configuration, download the Identity Provider metadata XML file. This file contains your IdP's Entity ID, SSO URL, and signing certificate.
  </Step>
</Steps>

## Step 4: Upload IdP metadata to Empuls

Return to the Empuls SAML configuration page (`/home/integrations/saml_sso`). In the **Identity Provider metadata** section, upload the metadata XML file downloaded from your IdP. Empuls uses this to validate the signed assertions from your identity provider.

## Step 5: Test the connection

Click **Test Connection** on the Empuls SAML page. A pop-up window opens and redirects you to your IdP login page. Enter your credentials, and if the configuration is correct, you are redirected back to Empuls with a success confirmation.

<Warning>
  Ensure your browser allows pop-ups for your Empuls domain. The test connection uses a pop-up window that most browsers block by default.
</Warning>

## ADFS-specific configuration

If your organization uses Microsoft Active Directory Federation Services (ADFS 2.0), follow these additional steps alongside the general process above.

### ADFS configuration

<Steps>
  <Step title="Locate the ADFS metadata file">
    Open the ADFS 2.0 Management console from **Start → Administrative Tools → ADFS 2.0 Management**. Expand **Service** and select the **Endpoints** node. The `FederationMetadata.xml` file is located at `/FederationMetadata/2007-06/FederationMetadata.xml` on your ADFS server — this location is the same for all ADFS deployments.
  </Step>

  <Step title="Download FederationMetadata.xml">
    Navigate to `https://your-adfs-server/FederationMetadata/2007-06/FederationMetadata.xml` in a browser. Save the file — you will upload this to Empuls in a later step.
  </Step>
</Steps>

### Relying party trust configuration

<Steps>
  <Step title="Add a relying party trust">
    In ADFS Management, navigate to **Trust Relationships → Relying Party Trusts**. Right-click and choose **Add Relying Party Trust** to launch the wizard.
  </Step>

  <Step title="Import Empuls SP metadata">
    Select **Import data about the relying party from a file**. Browse to the `empuls-sp-metadata.xml` file you downloaded from Empuls. Click **Next**.
  </Step>

  <Step title="Set display name and access policy">
    Dismiss any informational pop-up. Enter a display name such as **Empuls** or **Xoxoday** and click **Next**. Select **Permit all users to access the relying party** and click **Next** to finish.
  </Step>

  <Step title="Set secure hash algorithm">
    Right-click the relying party you just created and select **Properties**. On the **Advanced** tab, set **Secure hash algorithm** to **SHA-256** and click **OK**.
  </Step>
</Steps>

### Claim rules configuration

ADFS requires claim rules to pass the correct user attributes to Empuls.

<Steps>
  <Step title="Open claim rules editor">
    Right-click the Empuls relying party trust and select **Edit Claim Rules**. On the **Issuance Transform Rules** tab, click **Add Rule**.
  </Step>

  <Step title="Add LDAP attribute rule">
    Select **Send LDAP Attributes as Claims** and click **Next**. Name the rule (for example, **Get LDAP Attributes**). Select **Active Directory** as the attribute store and add these mappings:

    * LDAP Attribute: **E-Mail-Addresses** → Outgoing Claim Type: **E-Mail Address**
    * LDAP Attribute: **Employee ID** → Outgoing Claim Type: **Employee ID**

    Click **Finish**.
  </Step>

  <Step title="Add Name ID transform rule">
    Add a second rule. Select **Transform an Incoming Claim** and click **Next**. Name it (for example, **Email to Name ID**). Set:

    * Incoming claim type: **E-Mail Address**
    * Outgoing claim type: **Name ID**
    * Outgoing name ID format: **Email**

    Click **Finish**.
  </Step>
</Steps>

<Note>
  The email address must be defined for all users in Active Directory. ADFS cannot issue a valid Name ID assertion for users without an email attribute.
</Note>

### Upload ADFS metadata to Empuls

Upload the `FederationMetadata.xml` file from your ADFS server to the Identity Provider metadata section in Empuls (`/home/integrations/saml_sso`). Click **Test Connection** to verify the integration.

## Supported identity providers

The following SAML 2.0 providers are known to work with Empuls:

* Azure Active Directory — [see dedicated guide](/admin/user-authentication/azure-ad)
* Okta — [see dedicated guide](/admin/user-authentication/okta-sso)
* OneLogin
* Ping Identity (PingOne)
* Microsoft ADFS 2.0
* G Suite / Google Workspace
* Oracle IAM
* Any other IdP supporting SAML 2.0

## Next steps

After enabling SAML 2.0 SSO, monitor login success rates for the first week. Share documentation with users explaining that they should now use their identity provider credentials to log in. Coordinate with your IT team on any future identity provider changes (certificate renewals, URL changes) that require updating the metadata in Empuls.

For questions or support, contact [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Session management
Source: https://help-empuls.xoxoday.com/admin/user-authentication/session-management

Manage active user sessions in Empuls, configure session timeout settings, view login activity, and remotely revoke sessions to maintain platform security.

Session management controls how long an Empuls sign-in stays valid, how many simultaneous sessions a user can hold across platforms, and how to invalidate sessions when needed. Empuls issues encrypted JWT tokens backed by Redis-stored sessions; you tune their lifetime and concurrency rules here. This is a sub-page of [security settings](/admin/security/security-settings).

## Before you start

* You must be a **Super Admin**.
* Tightening session rules invalidates ongoing sessions — communicate the change before applying org-wide.
* Session rules interact with [password policy](/admin/user-authentication/password-policies) and [SSO](/admin/user-authentication/sso-overview) — review all three together.

## What you can configure

### Session token expiry

Empuls's auth token has a default lifetime; idle sessions are revoked after this period. Configure separately per platform:

| Platform         | Default                | Common values                   |
| ---------------- | ---------------------- | ------------------------------- |
| **Web**          | 8 hours                | 1h (high-security), 4h, 8h, 24h |
| **Mobile**       | 30 days                | 7d, 14d, 30d                    |
| **MS Teams app** | Inherits Teams session | Not directly configurable       |
| **Slack app**    | Inherits Slack session | Not directly configurable       |

Tokens are JWTs signed with RS256 and encrypted using ECDH-ES, so even if a token is exfiltrated it can't be replayed against a different tenant.

### Concurrent login limits

Cap how many simultaneous sessions a user can hold:

* **Global maximum** — Total active sessions across all platforms (default unlimited).
* **Per-platform maximum** — Different cap for web vs mobile (e.g., 2 web sessions, 3 mobile sessions).

When a user signs in beyond the cap, Empuls invalidates the oldest session. Useful for high-security tenants that want to limit account sharing.

### Blocked platforms

Optionally disable login from specific platforms entirely:

* **Web only**
* **Mobile only**
* **Web + mobile only** (no MS Teams or Slack)
* **All platforms allowed**

Useful for offline-period enforcement or compliance scenarios where one platform doesn't meet policy.

### Session duration override (per company)

For tenants serving multiple companies (rare in standard Empuls deployments), you can override session duration per company.

## Configure session rules

<Steps>
  <Step title="Open Session Management">
    Navigate to **Admin Hub → Platform Settings → Security → Session Management**.
  </Step>

  <Step title="Set token expiry per platform">
    Enter values in hours (web) or days (mobile). Set 0 to use defaults.
  </Step>

  <Step title="Set concurrent login limits">
    Enter the global maximum and per-platform maximums. Leave blank for unlimited.
  </Step>

  <Step title="Toggle blocked platforms">
    Check any platforms you want to block.
  </Step>

  <Step title="Save">
    Rules apply on the next sign-in. Active sessions are not invalidated (use force-logout for that).
  </Step>
</Steps>

## Force logout all sessions

For immediate enforcement after a policy change, or in response to a security incident:

<Steps>
  <Step title="Open the Sessions sub-tab">
    Stays in Session Management; switch to **Active Sessions**.
  </Step>

  <Step title="Click Force logout all">
    A confirmation dialog explains the impact — all users sign back in on next page load.
  </Step>

  <Step title="Confirm">
    Empuls invalidates every active session. Users see the sign-in page on their next request.
  </Step>
</Steps>

You can also force-logout an individual user from their record on [Manage employees](/admin/user-management/manage-employees) — Action menu → **End all sessions**.

## Token tracking and proxy logins

Sessions tied to admin [Login As](/admin/user-management/user-delegation) (impersonation) are tracked separately. The admin's own session and the impersonation session both have unique IDs; ending one doesn't affect the other.

For diagnostics, the Active Sessions table shows:

* User
* Platform (web, mobile, teams, slack)
* IP address
* Started at
* Last activity
* Session ID (truncated)

## Limits and gotchas

* Setting a very short web session (e.g., 30 minutes) significantly increases sign-in friction. Pair with SSO to soften.
* Empuls's session storage is in Redis. Brief Redis hiccups can transiently look like session failures — the system retries automatically.
* Concurrent login limits trigger oldest-session eviction, not denial. New sign-ins always succeed; old ones get kicked.
* Per-company session overrides require a support request to configure.

## Related

<CardGroup>
  <Card title="Security settings" href="/admin/security/security-settings">
    Other security controls.
  </Card>

  <Card title="SSO overview" href="/admin/user-authentication/sso-overview">
    Federation typically inherits the IdP's session lifetime.
  </Card>

  <Card title="Login As" href="/admin/user-management/user-delegation">
    Admin impersonation that creates a separate tracked session.
  </Card>

  <Card title="Password policies" href="/admin/user-authentication/password-policies">
    Pair with session rules.
  </Card>
</CardGroup>


# Login methods
Source: https://help-empuls.xoxoday.com/admin/user-authentication/sso-overview

Explore the login methods available in Empuls, including SSO options like Azure AD, Okta, Google Workspace, and SAML 2.0, as well as password-based and magic link authentication.

Empuls gives administrators control over how employees sign in. You can require a single login method for the entire organization, or enable multiple options so users can choose. Single sign-on (SSO) is the most common choice for enterprise customers because it lets employees use their existing corporate credentials and allows IT to add or revoke access centrally without managing a separate password.

## Available login methods

Empuls supports five authentication options:

| Method            | Best for                                                                                  |
| ----------------- | ----------------------------------------------------------------------------------------- |
| Email / Password  | Organizations without an SSO provider                                                     |
| Google SSO        | Google Workspace customers                                                                |
| Microsoft SSO     | Microsoft 365 / Azure AD customers                                                        |
| Slack SSO         | Organizations using Slack as their primary workspace                                      |
| SAML 2.0 (Custom) | Any IdP that speaks SAML 2.0: Okta, OneLogin, Ping Identity, ADFS, Oracle IAM, and others |

## Configure authentication settings

All authentication settings are in one place: navigate to **Admin > User Access Settings > User Authentication**. From this page you can toggle each method on or off, test connections before enabling them for all users, and set a default login method.

<Note>
  You need Super Admin access in Empuls to change authentication settings. Involve your IT team before enabling or switching SSO, especially for SAML 2.0 providers.
</Note>

### Google SSO

Toggle on **Google** to allow employees to sign in with their Google Workspace account. Empuls uses Google's standard OAuth flow — no additional configuration on the Empuls side is required. Your employees must have an active Google account whose email matches their Empuls user record.

### Microsoft SSO

Toggle on **Microsoft** and click **Proceed**. You will be redirected to sign in with your Microsoft 365 credentials to authorize the connection. Once credentials are verified, Empuls displays an "SSO verification is successful" confirmation.

<Note>
  The built-in **Microsoft** toggle uses Microsoft's OAuth flow and is separate from the **Azure AD / SAML 2.0** custom login path. Use the Microsoft toggle for straightforward Microsoft 365 SSO. Use the Azure AD SAML route when you need attribute mappings, conditional access policies, or greater control over the federation trust.
</Note>

### Slack SSO

Toggle on **Slack** and click **Proceed**. Enter your Slack workspace URL, sign in with your Slack credentials, and approve the connection. Slack sends a verification code to your email to complete authentication. After verifying, Empuls confirms the integration is active.

### SAML 2.0 (Custom login methods)

If your identity provider is not listed above, select **Custom Login Methods** and click **Configure Now**. Empuls supports any IdP that implements the SAML 2.0 standard. The configuration requires exchanging metadata between Empuls (Service Provider) and your identity provider.

<CardGroup>
  <Card title="Azure AD" icon="microsoft" href="/admin/user-authentication/azure-ad">
    Connect Empuls to Azure Active Directory using SAML 2.0 federation.
  </Card>

  <Card title="Okta SSO" icon="shield" href="/admin/user-authentication/okta-sso">
    Set up Okta as your SAML 2.0 identity provider for Empuls.
  </Card>

  <Card title="Custom SAML 2.0" icon="key" href="/admin/user-authentication/saml-custom">
    Configure any SAML 2.0-compatible provider, including OneLogin, Ping Identity, and ADFS.
  </Card>
</CardGroup>

## How SSO authentication works

When a user visits the Empuls login page and SSO is enabled, the following happens:

1. The user enters their email address and clicks **Proceed**.
2. Empuls detects the configured identity provider and redirects the user to the IdP login page.
3. The identity provider authenticates the user using corporate credentials.
4. The IdP sends a cryptographically signed response back to Empuls confirming the user's identity.
5. Empuls grants the user access.

No passwords are stored in Empuls when SSO is active. Access is governed entirely by your identity provider.

## Email whitelisting

By default, Empuls sends notification emails from Xoxoday's sending domain. If your organization requires emails to come from your own domain (for example, `notifications@yourcompany.com`), you can configure sender domain verification.

Empuls uses SendGrid (Twilio) as the email gateway. Enabling your domain requires a DNS verification step:

<Steps>
  <Step title="Request domain verification">
    Contact your Empuls account manager or the support team to initiate a Sender Domain Verification request.
  </Step>

  <Step title="Add CNAME records to DNS">
    Empuls generates a set of unique CNAME records for your account. Share these with your IT or DNS administrator and have them added to your organization's DNS host. These records do not conflict with your existing email infrastructure.
  </Step>

  <Step title="Notify Empuls to validate">
    Once the records are in place, notify the Empuls team. They validate the DNS entries to complete the authorization.
  </Step>

  <Step title="Set your sender address">
    Provide the specific "From" email address you want to appear on all Empuls system emails. This address is used for sending only — it does not need an active inbox or mailbox license.
  </Step>
</Steps>

<Tip>
  Email whitelisting is recommended for organizations with strict email security policies (SPF, DKIM, DMARC) or where employees are likely to mark unfamiliar domains as spam.
</Tip>

## FAQs

<AccordionGroup>
  <Accordion title="Can I enable more than one SSO method at the same time?">
    Empuls allows you to enable up to two authentication methods simultaneously in most configurations. To enable multiple custom SSO options at the same time, contact [cs@xoxoday.com](mailto:cs@xoxoday.com).
  </Accordion>

  <Accordion title="What happens to existing users when I enable SSO?">
    Existing users retain access as long as their email address in Empuls matches the identity they authenticate with in the IdP. Users who cannot be matched will be unable to log in until their records are reconciled.
  </Accordion>

  <Accordion title="Can I make SSO mandatory for all users?">
    Yes. When you set a method as the default in User Authentication settings, all users must sign in using that method. Optional SSO allows users to choose.
  </Accordion>

  <Accordion title="Where do I find the Empuls authentication settings URL?">
    Navigate to **Admin Settings → Authentication** in your Empuls admin panel. The URL path is `/admin/authentication-settings`.
  </Accordion>
</AccordionGroup>


# Access control
Source: https://help-empuls.xoxoday.com/admin/user-management/access-control

Learn how to define what each admin can see and do in Empuls. Use built-in roles or create custom access roles with menu-level permissions.

Empuls uses role-based access control to govern who can configure programs, manage employees, view reports, or take admin actions. Every user is assigned exactly one access role; the role determines which menus appear and which actions are allowed. Four roles ship with every account and you can create additional custom roles for specialized teams — finance, communications, regional admins — without granting full Super Admin privileges.

## Before you start

* You must be a **Super Admin** to view, create, or edit access roles.
* Changes to an access role take effect the next time an assigned user signs in or refreshes the page.
* Access role names are limited to 25 characters.

## Built-in roles

| Role              | What they can do                                                                                                                                                      |
| ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Super Admin**   | Full access — branding, org budgets, access roles, integrations, security settings, AI settings, and every menu under Admin Hub. Default group admin of the Townhall. |
| **General Admin** | Configurable access. By default, manages employees, programs, reports, and finance. A Super Admin can grant or revoke specific menus.                                 |
| **Manager**       | Team-scoped access — recognition and reports for direct reports, plus approval queues if configured. No platform-wide settings.                                       |
| **User**          | Standard employee access — recognition, surveys, rewards, social features, and personal profile. No admin menus.                                                      |

The four built-in roles cannot be deleted or renamed. Super Admin permissions cannot be reduced.

## How access control works

<Steps>
  <Step title="A role defines a permission matrix">
    Every menu in the Admin Hub maps to a permission. Each role has one of those permissions enabled or disabled.
  </Step>

  <Step title="A user is assigned one role">
    When you create or edit an employee, you pick their access role. The user inherits every permission of that role.
  </Step>

  <Step title="UI adapts to the role">
    Menus the role doesn't have access to are hidden. Direct URL access to a restricted page redirects to the home dashboard.
  </Step>

  <Step title="Changes propagate on next sign-in">
    If you change a role's permissions, assigned users see the new access the next time they reload or sign in.
  </Step>
</Steps>

## Review the permission matrix

<Steps>
  <Step title="Open Manage Access Roles">
    Click your profile icon in the top-right and select **Manage Access Roles**, or navigate to the Manage Access Roles page from Admin Hub.
  </Step>

  <Step title="Open Manage Access Roles">
    Click your profile icon in the top-right and select **Manage Access Roles**, or navigate to the Manage Access Roles page from Admin Hub.
  </Step>

  <Step title="View role columns">
    The page shows a matrix: rows are menus (Manage Employees, Budgets, Surveys, AI Settings, and so on); columns are access roles. A check in a cell means that role can access that menu.

    <Frame>
      <img alt="Empuls access role permission matrix with menus as rows and roles as columns" />
    </Frame>
  </Step>

  <Step title="View role columns">
    The page shows a matrix: rows are menus (Manage Employees, Budgets, Surveys, AI Settings, and so on); columns are access roles. A check in a cell means that role can access that menu.
  </Step>

  <Step title="Filter or search">
    For large permission lists, use the search to find a specific menu by name.
  </Step>
</Steps>

## Create a custom access role

<Steps>
  <Step title="Click Create Access Role">
    From the Manage Access Roles page, click **Create Access Role**.

    <Frame>
      <img alt="Create Access Role button on the Manage Access Roles page" />
    </Frame>
  </Step>

  <Step title="Click Create Access Role">
    From the Manage Access Roles page, click **Create Access Role**.
  </Step>

  <Step title="Name the role">
    Enter a **Role Name** (up to 25 characters). Use a descriptive name like "Finance Admin", "Regional HR", or "Communications Admin" so the matrix and employee profiles stay readable.
  </Step>

  <Step title="Click Submit">
    The role is created with no menu permissions enabled by default. It now appears as a new column in the matrix.\\

    <Frame>
      <img alt="Newly created custom access role added as a column in the permission matrix" />
    </Frame>
  </Step>

  <Step title="Click Submit">
    The role is created with no menu permissions enabled by default. It now appears as a new column in the matrix.
  </Step>

  <Step title="Enable menu permissions">
    In the new role's column, check each menu the role should access. Save when complete.
  </Step>
</Steps>

<Note>
  Some menu permissions are "system" permissions that cannot be removed from Super Admin — for example, access role management itself. These cells appear locked in the matrix.
</Note>

## Edit an existing role

<Steps>
  <Step title="Find the role">
    On the Manage Access Roles page, locate the role in the matrix.
  </Step>

  <Step title="Edit permissions">
    Click the **pencil icon** next to the role. Toggle menu permissions on or off.
  </Step>

  <Step title="Submit">
    Click **Submit** to save. Users assigned to this role see the updated access on next sign-in.
  </Step>
</Steps>

## Assign a role to a user

Role assignment happens on the employee record, not on the access role page.

<Steps>
  <Step title="Open the employee">
    Navigate to **Admin Hub → Employees → Manage Employees** and click the **pencil icon** next to the user.
  </Step>

  <Step title="Update the User Access Role">
    Pick the new role from the dropdown — built-in or custom.
  </Step>

  <Step title="Save">
    The user's access updates on their next sign-in.
  </Step>
</Steps>

You can also assign roles in bulk during CSV import. See [Manage employees](/admin/user-management/manage-employees) for the import flow.

## When to use custom roles vs delegation

| Use a custom role when…                                                | Use delegation when…                                                        |
| ---------------------------------------------------------------------- | --------------------------------------------------------------------------- |
| Several people need the same elevated scope (e.g., a regional HR team) | One person needs temporary cover for another (e.g., approvals during leave) |
| Access should persist over time                                        | Access is short-term, often days or weeks                                   |
| You want clear ownership and reporting per role                        | You want full account access without changing the user's permanent role     |

See [User delegation](/admin/user-management/user-delegation) for short-term account access.

## Limits and gotchas

* A user can have only one access role at a time. To grant additional menus, edit the role itself or use delegation.
* Deleting a custom role requires first reassigning every user holding that role to a different role.
* Permission changes don't kick out active sessions; users see new access only after their next sign-in or page reload.
* The Super Admin role cannot be assigned to a brand-new user who hasn't accepted their invite — they must activate their account first.

## Related

<CardGroup>
  <Card title="Manage employees" href="/admin/user-management/manage-employees">
    Add users and assign access roles.
  </Card>

  <Card title="User delegation" href="/admin/user-management/user-delegation">
    Grant temporary access to another user's account.
  </Card>

  <Card title="SSO overview" href="/admin/user-authentication/sso-overview">
    Combine access control with single sign-on for centralized identity.
  </Card>
</CardGroup>


# Manage exits
Source: https://help-empuls.xoxoday.com/admin/user-management/employee-exit

Learn how to configure the rules for treating the unused budget point(s) left in the account of exit employees.

When an employee exits the organization, it's important to configure how unused budget points in their account will be treated. This ensures that points are properly managed and either transferred, deleted, or disabled based on your company's policies.

## Navigation

* To configure these rules, navigate to **Reports and Admins**.
* For the Admin Dashboard go to **Employees > Manage Exits** and set your preferred treatment for the unused points in the exited employee’s account.

<img alt="Manage Exits page in the Admin Dashboard for configuring exit policies" />

## 1. Recover / Reassign Budgets

### 1.1 Manage budget points with custom budget co-owners

* The points can be transferred to a third party or returned to the budget owner by default.
  * **Click on "Configure Now"** to modify or delete.
  * Choose the desired option.
  * Click **Save** to confirm your changes.

<Frame>
  <img alt="Configure Now control for managing custom budget co-owner point transfers" />
</Frame>

### 1.2 Manage custom budget custom budget owners

* **Click on "Configure Now"** next to the point(s) with the exited employee's custom budget.

<Frame>
  <img alt="Configure Now action for the exited employee's custom budget points" />
</Frame>

* Choose an option:
  * **Delete** Budgets.
  * **Transfer ownership and point(s)** to someone else.
    <Frame>
      <img alt="Delete and Transfer ownership options for the exited employee's custom budget" />
    </Frame>

* Click **Save** to confirm the action.

### 1.3 Manage points under exited employee's personal budget

* **Click on "Configure Now"**. If configured, choose the **Edit** option to make changes.
  <Frame>
    <img alt="Configure Now control with Edit option for personal budget points settings" />
  </Frame>

* Choose one of the options:
  * **Transfer points** to another employee (select an employee name).
  * **Destroy points**.
  * Click **Save** to confirm.
    <Frame>
      <img alt="Transfer points or Destroy points options for personal budget handling" />
    </Frame>

> If no employee is selected, points will automatically go to the Super Admins.

## 2. Manage reward point(s)

Reward points that are allocated to employees can be managed in two ways when an employee exits the organization. These points can either be:

* Transferred to the personal email ID of the exited employee.
* Retained in an unredeemed state or destroyed.

Follow the steps below to manage reward point(s) for exited employees:

### Step 1

Under the **Manage Reward point(s)** card, click on **Edit**.

<Frame>
  <img alt="Manage Reward Points card with Edit button for exit policy configuration" />
</Frame>

### Step 2

Select your preferred option.

Choose how you want to handle the reward point(s) of the exited employee:

* **Transfer Points to Exited Employee's Personal Email ID**

This option ensures that the reward points are transferred to the employee's personal email address for redemption.

* **Destroy Reward Point(s)**

Use this option if you prefer to invalidate the unredeemed points and remove them permanently.

<Frame>
  <img alt="Transfer to personal email or Destroy reward point options for exited employees" />
</Frame>

## 3. Manage nominations

In case an exited employee has some pending nominations to approve, those nominations can be transferred to someone else.

### Step 1

Navigate to **Employees > Manage Exits > Manage Nominations**.

<Frame>
  <img alt="Manage Nominations section under Employees Manage Exits" />
</Frame>

### Step 2

Click on **Edit**.

### Step 3

Select the person to whom you wish to transfer the nominations. You can choose from the following options:

* **Self** (the former employee who originally nominated)
* **Reporting Manager** of the nominated employee
* **HRBPO**
* **Department Head**
* **Business Unit Head**
* **Cost Center Head**

<Frame>
  <img alt="Nomination transfer options for Reporting Manager, HRBPO, and other roles" />
</Frame>

## FAQs

<AccordionGroup>
  <Accordion title="What happens to unused budget points when an employee exits?">
    You can configure whether to transfer, delete, or disable these points under the *Manage Exits* settings.
  </Accordion>

  <Accordion title="Can I transfer reward points to the exited employee?">
    Yes, you can choose to transfer unredeemed reward points to the employee’s personal email for later redemption.
  </Accordion>

  <Accordion title="What if I don’t assign a recipient for personal budget points?">
    If no recipient is selected, the points will automatically be transferred to the *Super Admins*.
  </Accordion>
</AccordionGroup>

Application URL:

`https://#{{tenant_url}}/home/manage-employee-exit`

> Questions, feedback or support? Email [cs@xoxoday.com](mailto:cs@xoxoday.com)


# Manage employees
Source: https://help-empuls.xoxoday.com/admin/user-management/manage-employees

Learn how to add employees one at a time or by CSV upload, update profiles and roles, configure access controls, delegate accounts, and set exit policies.

The employee directory is the foundation of your Empuls instance. Every recognition, survey, and reward depends on having accurate, up-to-date employee records. You can add employees one at a time, import hundreds at once via CSV, update existing records, and control what each user can see and do on the platform.

## Video walkthrough

<iframe />

## Adding a single employee

Use single-user entry when onboarding an individual hire outside of your regular bulk import cycle.

<Steps>
  <Step title="Go to Manage Employees">
    In the Admin Hub, navigate to **Employees > User Management > Manage Employees** and click **Add New User > Add a single user**.

    <Frame>
      <img alt="Add New User menu with Add a single user option in Manage Employees" />
    </Frame>
  </Step>

  <Step title="Enter required fields">
    Fill in the employee's **First Name** and **Email ID**, then assign the appropriate **User Access Role** (Super Admin, General Admin, Manager, or User).
  </Step>

  <Step title="Add professional and personal details">
    Complete the employee's professional details (department, designation, reporting manager, date of joining) and personal details (date of birth, mobile number if applicable).
  </Step>

  <Step title="Click Save">
    The employee is created. They receive an invitation email to activate their account.

    <Frame>
      <img alt="Single user creation form with name, email, and access role fields" />
    </Frame>
  </Step>
</Steps>

<Note>
  A new email address that does not already exist in the system cannot be mapped to a Manager role. The email must be in the system first before you can assign it manager-level access.
</Note>

## Adding employees in bulk

Bulk import is the fastest way to onboard a large group of employees. Empuls accepts CSV and XLSX files using a standard template.

<Steps>
  <Step title="Navigate to bulk import">
    Go to **Employees > User Management > Manage Employees > Add New User > Add multiple user accounts**.

    <Frame>
      <img alt="Add multiple user accounts option for bulk employee import" />
    </Frame>
  </Step>

  <Step title="Download the sample CSV template">
    On the Pre-import data settings screen, review the guidelines and download the sample file. Use this template to format your employee data correctly.

    <Frame>
      <img alt="Pre-import data settings with guidelines and sample CSV download link" />
    </Frame>
  </Step>

  <Step title="Populate the template">
    Fill in each employee's details — first name, email, department, designation, reporting manager, date of joining, and any other required fields. Save as CSV or XLSX.
  </Step>

  <Step title="Upload the file">
    Upload your completed file and verify the data in the preview. Click **Next** to proceed.
  </Step>

  <Step title="Send invitations">
    Choose whether to send invitation emails immediately or click **Send Invites Later** to add employees to the platform first and invite them at a chosen time. You can trigger invitations later from the Manage Employees page.

    <Frame>
      <img alt="Bulk import invitation step with Send Invites Later option" />
    </Frame>
  </Step>
</Steps>

<Tip>
  Send invitations in advance of a planned launch date so employees have time to activate accounts and complete their profiles before your first recognition program goes live.
</Tip>

## Custom data fields (UDF and URF)

Beyond the standard employee fields, you can request additional custom fields from Empuls support:

* **UDF (User-Defined Fields)** — Custom text fields for additional data points, up to 12 fields maximum.
* **URF (User-Relationship Fields)** — Fields that link employees to one another (e.g., dotted-line manager), up to 8 fields maximum.

Custom fields are labeled **N1, N2**, and so on. Keep an internal record of which label maps to which data point. When uploading via CSV, add the custom field columns to your template so they are mapped correctly during import.

To request custom fields, contact Empuls support at [cs@xoxoday.com](mailto:cs@xoxoday.com).

## Editing employee records

<Steps>
  <Step title="Locate the employee">
    Go to **Reports & Settings > Employees > Manage Employees** and find the user in the list.
  </Step>

  <Step title="Click the edit icon">
    In the **Action** column, click the **pen icon** next to the employee's row.
  </Step>

  <Step title="Update the details and save">
    Make the necessary changes and click **Save**.

    <Frame>
      <img alt="Employee record edit panel with editable fields and Save button" />
    </Frame>
  </Step>
</Steps>

From the same Action column, you can also:

* **Disable a user** — Deactivate the account to block access without deleting the record.
* **Change email** — Update the employee's email address if it changes.
* **Log in as a user** — Access the employee's account for troubleshooting. Enter a reason for logging in and choose whether to notify the employee.
* **Change password** — Available to Super Admins after enabling the feature by contacting [cs@xoxoday.com](mailto:cs@xoxoday.com).

## Access controls and roles

Empuls uses role-based access control (RBAC) with four built-in roles:

| Role              | Access level                                                                                        |
| ----------------- | --------------------------------------------------------------------------------------------------- |
| **Super Admin**   | Full access including branding, org budgets, and access controls. Default group admin of Town Hall. |
| **General Admin** | Access configured by Super Admins. Typically manages employees, programs, and reports.              |
| **Manager**       | Access to team-level reports and recognition for direct reports.                                    |
| **User**          | Standard employee access — recognition, surveys, rewards, and social features.                      |

Super Admins can also create **custom roles** for specialized access needs:

<Steps>
  <Step title="Navigate to Manage Access Roles">
    In the top-right menu, click **Manage Access Roles**.

    <Frame>
      <img alt="Manage Access Roles option in the top-right menu" />
    </Frame>
  </Step>

  <Step title="Create a new role">
    Click **Create Access Role**, enter a **Role Name**, and click **Submit**.

    <Frame>
      <img alt="Create Access Role dialog with role name input and Submit button" />
    </Frame>
  </Step>

  <Step title="Edit permissions as needed">
    Click the **pencil icon** next to any role to update its permissions. Click **Submit** to save changes.
  </Step>
</Steps>

## Delegating accounts

When an admin or manager is on leave, you can grant another user temporary access to their account so pending tasks continue without interruption.

<Steps>
  <Step title="Go to Delegate Accounts">
    In the Admin Hub, navigate to **Employees > Delegate Accounts** and click **Create Delegation**.

    <Frame>
      <img alt="Delegate Accounts page with Create Delegation button" />
    </Frame>
  </Step>

  <Step title="Select the accounts">
    Choose the account to delegate and the user who will receive temporary access.
  </Step>

  <Step title="Create the delegation">
    Click **Create Delegation**. The original account holder is notified every time the delegated user accesses the account.

    <Frame>
      <img alt="Create Delegation form selecting account holder and delegated user" />
    </Frame>
  </Step>
</Steps>

The delegated user can switch to the granted account by clicking their **profile icon** and selecting **Switch User**. They must enter a reason before accessing the account. Delegations can be deactivated and reactivated at any time from the Delegate Accounts page.

## Managing employee exits

When an employee leaves your organization, their unredeemed points and budget allocations need to be handled according to your company policy. Configure this in advance under **Employees > Manage Exits**.

<Warning>
  Configure your exit policy before your first employee offboarding. If no policy is set, unused personal budget points default to Super Admins, which may not match your organization's intent.
</Warning>

**Budget points with co-owners** — Transfer to a third party or return to the budget owner by default.

**Custom budgets held by exiting employees** — Choose to delete the budget or transfer ownership and points to another employee.

**Personal budget points** — Transfer to another employee, destroy the points, or disable them. If no recipient is selected, points go to the Super Admin by default.

**Reward points (earned credits)** — Choose to transfer unredeemed points to the employee's personal email address for later redemption, or destroy the points permanently.

**Pending nominations** — If the exiting employee had pending award nominations to approve, transfer them to the reporting manager, HRBPO, department head, business unit head, or cost center head.

<AccordionGroup>
  <Accordion title="Can I add multiple employees without sending invites immediately?">
    Yes. During bulk import, select **Send Invites Later** to add employees to the platform without triggering invitation emails. You can send invites at any time from the Manage Employees page.
  </Accordion>

  <Accordion title="Can a new email be assigned to a Manager role during bulk import?">
    No. The email address must already exist in the system before it can be mapped to a Manager role. Add the person as a User first, then update their role.
  </Accordion>

  <Accordion title="Can I edit a delegation once it's created?">
    No. Delegations cannot be edited after creation. Deactivate the existing delegation and create a new one to make changes.
  </Accordion>

  <Accordion title="What happens if no recipient is set for personal budget points on exit?">
    Points are automatically transferred to Super Admins if no recipient is specified in the exit policy.
  </Accordion>
</AccordionGroup>


# User delegation
Source: https://help-empuls.xoxoday.com/admin/user-management/user-delegation

Learn how to grant another user temporary access to an admin or manager account so approvals, recognition, and admin tasks continue without interruption.

User delegation lets one user act on behalf of another inside Empuls — typically when an admin or manager is on leave and approvals, nominations, or admin tasks would otherwise pile up. The original account holder stays in control: every time the delegated user accesses the account, the owner is notified, and the delegation can be deactivated at any time.

## Before you start

* You must be a **Super Admin** or have the **Manage delegations** permission on a custom role.
* Both the **delegator** (account being delegated) and the **delegatee** (person getting access) must already exist as active users in Empuls.
* Delegations cannot be edited after creation. To change a delegation, deactivate it and create a new one.

## How delegation works

<Steps>
  <Step title="Set up a delegation">
    A Super Admin picks the account to delegate, the user who will access it, and records a reason.
  </Step>

  <Step title="Delegatee switches accounts">
    The delegatee opens their profile menu, clicks **Switch User**, picks the granted account, and enters a reason. They now act inside Empuls as the delegator.
  </Step>

  <Step title="Owner is notified">
    The original account holder receives a notification every time the delegatee switches into the account, with the reason entered.
  </Step>

  <Step title="Deactivate when no longer needed">
    Any Super Admin can deactivate the delegation at any time. The delegatee immediately loses the ability to switch into the account.
  </Step>
</Steps>

## Create a delegation

<Steps>
  <Step title="Open Delegate Accounts">
    From the Admin Hub, navigate to **Employees → Delegate Accounts**. The page lists existing delegations with status, delegator, delegatee, and created-by columns.
  </Step>

  <Step title="Click Create Delegation">
    A modal opens with two search fields.

    <Frame>
      <img alt="Create Delegation modal with two search fields for selecting delegator and delegatee" />
    </Frame>
  </Step>

  <Step title="Select the account to delegate">
    In **Whose account should be accessed?**, search and pick the user whose account will be delegated. This is typically the admin or manager who is going on leave.
  </Step>

  <Step title="Select the delegatee">
    In **Who can access this account?**, search and pick the user who should get access during the delegation period.
  </Step>

  <Step title="Enter a reason">
    Add a short reason — for example, "Cover approvals during Jane's parental leave." This appears in the delegations list and in the notification sent to the account holder each time the delegatee switches in.
  </Step>

  <Step title="Click Create Delegation">
    The delegation is active immediately. The delegatee can now switch into the account.

    <Frame>
      <img alt="New delegation listed as active in the Delegate Accounts table" />
    </Frame>
  </Step>
</Steps>

## Switch into a delegated account

When you've been granted access to another user's account:

<Steps>
  <Step title="Click your profile icon">
    From any page in Empuls, click your profile picture in the top-right corner.

    <Frame>
      <img alt="Profile icon menu opened in the top-right corner of Empuls" />
    </Frame>
  </Step>

  <Step title="Select Switch User">
    A list of accounts you can access appears. Pick the account you want to switch into.

    <Frame>
      <img alt="Switch User dialog listing delegated accounts available to access" />
    </Frame>
  </Step>

  <Step title="Enter a reason">
    Empuls requires a reason every time you switch — for example, "Approving pending nominations." This is sent to the account owner.

    <Frame>
      <img alt="Reason prompt required when switching into a delegated account" />
    </Frame>
  </Step>

  <Step title="Work in the delegated account">
    The interface now reflects the delegated account. To return to your own account, repeat the steps and pick your own user.
  </Step>
</Steps>

## Filter and search delegations

The Delegate Accounts list supports filtering:

* **By user** — Search for a delegator or delegatee by name or email.
* **By status** — Show **All statuses**, **Active**, or **Inactive** delegations.

Use the filters to audit who currently has access to which accounts, or to find a specific delegation you need to deactivate.

## Deactivate or reactivate a delegation

<Steps>
  <Step title="Find the delegation in the list">
    Use the search or status filter to locate the row.
  </Step>

  <Step title="Open the action menu">
    Click the **more (⋮)** icon on the row.
  </Step>

  <Step title="Deactivate">
    Click **Deactivate**. A confirmation dialog summarizes the impact. Confirm to revoke access immediately.

    <Frame>
      <img alt="Deactivate delegation confirmation dialog summarising the access impact" />
    </Frame>
  </Step>
</Steps>

Deactivated delegations stay in the list with **Inactive** status for audit purposes. To restore access, create a new delegation — the original record cannot be reactivated.

## Limits and gotchas

* A delegation grants the delegatee everything the delegator can do. There is no scope limit (no "approvals only" or "recognition only" mode).
* The delegatee's own access role is unchanged when they switch back to their account.
* If the delegator's role changes after the delegation is created, the delegatee inherits the new role the next time they switch in.
* Delegations cannot be edited. Deactivate and recreate to change either party or the reason.

## Related

<CardGroup>
  <Card title="Access control" href="/admin/user-management/access-control">
    Create roles with specific permissions instead of delegating a full account.
  </Card>

  <Card title="Manage employees" href="/admin/user-management/manage-employees">
    Update employee records and reporting relationships.
  </Card>
</CardGroup>


# Branding
Source: https://help-empuls.xoxoday.com/admins/branding

Customize Empuls with your company logo, brand colors, feed card backgrounds, homepage banners, wall of fame imagery, and a custom recognition program name.

Empuls supports full white-labeling so the platform feels native to your organization from day one. Super Admins can customize the program name, apply your brand's color scheme, upload your logo, configure feed card backgrounds for milestones, and edit the homepage layout, all without any technical expertise.

<Note>
  Only **Super Admins** can make branding and customization changes. General Admins and Managers do not have access to these settings.
</Note>

Before you start, gather your company brand guidelines (color palette and logo files), your preferred program name if different from "Empuls", and any regulatory or accessibility compliance requirements your organization follows.

## Video walkthrough

<iframe />

<iframe />

## Navigate to branding settings

<Steps>
  <Step title="Open the Admin Hub">
    Click **Reports & Settings** at the bottom of the left navigation panel to open the Admin Dashboard.

    <Frame>
      <img alt="Reports & Settings link in Empuls left navigation" />
    </Frame>
  </Step>

  <Step title="Go to Platform Settings > Branding">
    In the Admin Hub, navigate to **Platform Settings** and click **Branding**.

    <Frame>
      <img alt="Branding option under Platform Settings in Admin Hub" />
    </Frame>
  </Step>
</Steps>

## Platform theming

Platform theming lets you apply your brand colors to the navigation, buttons, and award blocks throughout the interface.

<Steps>
  <Step title="Open Platform Theming">
    On the Branding page, locate the **Platform Theming** card and click **Edit**.

    <Frame>
      <img alt="Edit button on Platform Theming card in Branding page" />
    </Frame>
  </Step>

  <Step title="Set your primary color">
    Choose the primary color for buttons, links, and highlighted elements.

    <Frame>
      <img alt="Primary brand color picker for buttons and links" />
    </Frame>
  </Step>

  <Step title="Customize navigation colors">
    Click the **pen icon** next to the side navigation and top navigation color fields and enter your brand's hex codes.

    <Frame>
      <img alt="Hex code fields for side and top navigation colors" />
    </Frame>
  </Step>

  <Step title="Customize the award block color">
    Click the **pen icon** next to the Award Block Color field and enter the hex code for recognition award cards.

    <Frame>
      <img alt="Award block color customization in Empuls branding" />
    </Frame>
  </Step>

  <Step title="Upload a feed header image">
    Under **Feed Header**, click **Edit** to upload a custom banner image that appears at the top of the main feed. Alternatively, click **Edit Image** directly on the dashboard banner and upload the image there.

    <Frame>
      <img alt="Feed header banner upload option in Branding settings" />
    </Frame>
  </Step>

  <Step title="Save your changes">
    Click **Save** to apply all color and theme settings.
  </Step>
</Steps>

**Color best practices:**

* Use hex codes from your official brand palette, not approximations.
* Maintain WCAG AA contrast ratios for accessibility (minimum 4.5:1 for normal text).
* Test color combinations in both light and dark browser modes.
* Avoid using red/green contrasts as the sole distinguishing element — these are invisible to users with common forms of color blindness.

## Program settings

Program settings let you rename the platform and configure global preferences.

<Steps>
  <Step title="Open Program Settings">
    On the Branding page, locate the **Program Settings** card and click **Edit**.

    <Frame>
      <img alt="Program Settings card with Edit option on Branding page" />
    </Frame>
  </Step>

  <Step title="Set the program name">
    Enter your organization's preferred name for the platform. Examples: "Recognition Hub", "Culture Pulse", or "Appreciation Platform". The default is "Empuls".

    <Frame>
      <img alt="Program name field for renaming the Empuls platform" />
    </Frame>
  </Step>

  <Step title="Configure global preferences">
    Super Admins can also update the **point name** (what your engagement credits are called), the platform **timezone**, and the default **language** for all users.

    <Frame>
      <img alt="Global preferences for point name, timezone, and language" />
    </Frame>
  </Step>

  <Step title="Save the program name">
    Click **Save**. The program name is used in all email notifications sent from the platform.

    <Frame>
      <img alt="Save button confirming program name in Empuls" />
    </Frame>
  </Step>
</Steps>

<Warning>
  The program name **cannot be changed once set**. It becomes the default in all outgoing email notifications to your team. Choose carefully before saving.
</Warning>

## Feed post style

Choose how recognition posts appear in the activity feed:

* **Prominent image** — The award image is the visual centerpiece. The nominator's citation appears as standard text above the image.
* **Prominent citation** — The nominator's written citation is the hero element, styled with a customizable background. Best for organizations that value the written message over the visual.

To set this, navigate to the **Branding** page and look for the **Feed Award and Post Style** option.

## Branding assets

The Branding card lets you upload specific visual assets for different platform areas.

<Steps>
  <Step title="Open the Branding card">
    On the Branding page, click **Edit** next to the Branding card.

    <Frame>
      <img alt="Edit option on Branding card for visual assets upload" />
    </Frame>
  </Step>

  <Step title="Upload your logo and core assets">
    Click **Edit** under each item to upload or replace:

    * **Program logo** — Appears in the platform header and email notifications.
    * **Login page background** — Full-screen image on the sign-in page.
    * **Favicon** — Browser tab icon.
    * **Bot avatar** — The avatar used by Empuls AI and notification bots.
      <Frame>
        <img alt="Upload fields for program logo, favicon, and bot avatar" />
      </Frame>
  </Step>

  <Step title="Set feed card backgrounds">
    Upload custom background images for automated milestone posts:

    * Birthday post background
    * Work anniversary post background
    * New joiner welcome post background
    * Leaderboard post background
      <Frame>
        <img alt="Feed card background uploads for birthdays and anniversaries" />
      </Frame>
  </Step>

  <Step title="Upload milestone wishboard banners">
    Set the banner images that appear on individual wishboard pages:

    * Birthday wishboard
    * Anniversary wishboard
    * New joiner wishboard
    * Profile banner
      <Frame>
        <img alt="Wishboard banner image uploads for milestone pages" />
      </Frame>
  </Step>

  <Step title="Set the Wall of Fame background">
    Upload a background image for the Wall of Fame — the public recognition showcase visible to all employees.

    <Frame>
      <img alt="Wall of Fame background image upload control" />
    </Frame>
  </Step>

  <Step title="Customize the Yearbook">
    Click **Edit** next to the Yearbook to personalize its design:

    * **Cover theme** — The main cover design.
    * **Inner page theme** — Consistent layout for inside pages.
    * **Component colors** — Colors for dividers, borders, and design accents.
    * **Text color** — Font color for yearbook content.
    * **Background image** — Optional background for visual depth.
    * **Logo** — Your organization's logo on yearbook pages.
      <Frame>
        <img alt="Yearbook customization panel with cover and color options" />
      </Frame>
  </Step>

  <Step title="Save all changes">
    Click **Save** after each section to apply the assets.

    <Frame>
      <img alt="Save confirmation for branding asset changes" />
    </Frame>
  </Step>
</Steps>

## Homepage editor

The Homepage editor lets you choose the layout of the employee home screen from three options. Navigate to **Platform Settings > Homepage Editor** to preview and select a layout.

| Layout                         | Best for                                                                                   |
| ------------------------------ | ------------------------------------------------------------------------------------------ |
| **Current Feed (default)**     | A balanced experience combining recognition, updates, points, surveys, and celebrations    |
| **Communication-First**        | Organizations prioritizing top-down communication and announcements over peer recognition  |
| **Goal & Recognition Focused** | Organizations that want to spotlight achievements and encourage continuous peer engagement |

After selecting a layout, click **Save and Publish** to apply it for all employees.

<Note>
  Some homepage layout changes require backend enablement. Contact [cs@xoxoday.com](mailto:cs@xoxoday.com) if a layout option is not available in your instance.
</Note>

<AccordionGroup>
  <Accordion title="Who can make branding changes?">
    Only Super Admins have permission to customize the Empuls platform. General Admins and Managers cannot access branding settings.
  </Accordion>

  <Accordion title="Can I change the program name later?">
    No. Once set, the program name becomes the default in all email notifications and cannot be changed. Choose your program name carefully before saving.
  </Accordion>

  <Accordion title="How do I update feed card backgrounds for birthdays and anniversaries?">
    Under the **Branding** card, click **Edit** next to the Feed Card Backgrounds section, upload the new image for each milestone type, and click **Save**.
  </Accordion>

  <Accordion title="How do I change the home screen banner?">
    Either click **Edit Image** directly on the dashboard banner, or go to **Platform Settings > Branding > Feed Header** and upload your image there.
  </Accordion>

  <Accordion title="Where do I upload the company logo?">
    Go to **Admin Dashboard > Platform Settings > Branding**, click **Edit** next to the Branding card, and upload under **Program Logo**.
  </Accordion>
</AccordionGroup>


# Org structure
Source: https://help-empuls.xoxoday.com/admins/org-structure

Define the departments, designations, grades, projects, cost centers, sites, and business units that organize your Empuls workforce.



# AI-Written Appreciation Messages
Source: https://help-empuls.xoxoday.com/demo-library/ai-recognition-messages

Pick a tone and let AI write the perfect award message instantly, removing the blank-page barrier to recognition.

<iframe />

## Steps

<Steps>
  <Step title="Start a recognition or award">
    Go to the nomination or instant award section and select the colleague you want to recognise.
  </Step>

  <Step title="Choose a tone">
    Pick the tone that fits the moment — **Professional**, **Friendly**, **Enthusiastic**, or **Heartfelt**.
  </Step>

  <Step title="Generate the message with AI">
    The AI instantly drafts an award message in the tone you selected — no blank page, no guessing what to write.
  </Step>

  <Step title="Review, edit, and send">
    Tweak the generated message if needed, then send your recognition.
  </Step>
</Steps>

<Note>
  Removing the writing barrier drives higher recognition frequency — especially among first-time recognisers.
</Note>


# Award Denominations & Approver Masking
Source: https://help-empuls.xoxoday.com/demo-library/award-denominations

Watch how to set multiple award point tiers, hide values from nominators, and mask approver identities across multi-level approvals on Empuls.

<iframe title="Configuring Award Denominations and Approver Masking in Empuls" />

## Steps

<Steps>
  <Step title="Open the award's reward configuration">
    While setting up an award, go to the **Configure Rewards** step and set **Point(s) Type** to **Denomination**.
  </Step>

  <Step title="Add multiple denomination values">
    Enter the point tiers you want to offer (for example, 50, 100, 150). Approvers will pick the right tier at the time of approval.
  </Step>

  <Step title="Hide the value from nominators">
    Enable the toggle that hides the point value during nomination, so nominators submit blind and the approver decides what the recognition is worth.
  </Step>

  <Step title="Mask approver identities">
    Turn on approver masking so that L2 approvers don't see who approved at L1 — each level reviews independently.
  </Step>

  <Step title="Save the award">
    Both controls are independent and configurable per award, so mix and match based on how each program is run. Admins always retain full visibility.
  </Step>
</Steps>


# Edit Live Awards with Versioning
Source: https://help-empuls.xoxoday.com/demo-library/award-versioning

Watch how editing a live award creates a new version automatically, so in-flight nominations continue uninterrupted on Empuls.

<iframe />

## Steps

<Steps>
  <Step title="Open a live award">
    Go to an award that has open nominations and click to edit it.
  </Step>

  <Step title="Make a major edit">
    Change approvers, eligibility rules, or point values as needed — no need to freeze the award or clear pending nominations first.
  </Step>

  <Step title="Save to create a new version">
    Major edits automatically create a new award version. In-flight nominations continue on the original version without interruption.
  </Step>

  <Step title="Review the version history">
    Open the award's version history to see every version with its open nomination counts, creation dates, and read-only configuration.
  </Step>
</Steps>


# Awards & Core Values Setup
Source: https://help-empuls.xoxoday.com/demo-library/awards-core-values

See awards and core values setup in action on Empuls, with configuring spot, jury, and approval-based awards explained step by step.

<iframe />

## Steps

### Setting Up Awards

<Steps>
  <Step title="Navigate to Awards & Core Values">
    Go to **Reports and Admin → Programs → Awards and Core Values**, then click **Create an Award**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Submit nominations in bulk">
    Click the three dots (⋯) on any award → **Submit Nomination in Bulk** → upload a CSV file with all nominee data.
  </Step>
</Steps>

### Setting Up Core Values

<Steps>
  <Step title="Go to Core Values section">
    From the Awards and Core Values page, navigate to the **Core Value** section and click **Add a Core Value**.
  </Step>

  <Step title="Define the core value">
    Give the core value a name, choose an icon from the icon library, and add a description.
  </Step>

  <Step title="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.
  </Step>
</Steps>


# Budget Ownership in Approval Chains
Source: https://help-empuls.xoxoday.com/demo-library/budget-approval-ownership

Watch how to configure which approval level deducts budget, giving intermediate managers real spend ownership, with automatic revert on decline.

<iframe />

## Steps

<Steps>
  <Step title="Open the award's approval workflow">
    Edit the award and go to its multi-level approval configuration.
  </Step>

  <Step title="Choose the budget deduction level">
    Configure at which approval level the budget is deducted — set it to L1 or L2 to give those managers real budget ownership instead of only final-approval deduction.
  </Step>

  <Step title="Confirm the wallet">
    The points are deducted from the originating wallet at the level you set, within that manager's wallet limits.
  </Step>

  <Step title="Rely on auto-revert">
    If a nomination is declined after budget deduction, points automatically return to the originating wallet — no manual reconciliation needed.
  </Step>
</Steps>


# Budget Creation & Management
Source: https://help-empuls.xoxoday.com/demo-library/budget-management

This demo shows recognition budget management in Empuls, including creating and distributing reward budgets across teams.

<iframe />

## Steps

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>


# Bulk Nomination Approval & Management
Source: https://help-empuls.xoxoday.com/demo-library/bulk-nominations

See bulk nomination management in action on Empuls, with approving, declining, and transferring nominations in bulk explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Open the nominations/approvals section">
    Navigate to the nominations or approvals section in Empuls. You'll see intelligence insights showing patterns of who has and hasn't been recently rewarded, helping you decide which candidates deserve recognition.
  </Step>

  <Step title="Select multiple nominations">
    Use the checkboxes to select multiple nominations at once for bulk processing.
  </Step>

  <Step title="Bulk approve">
    With nominations selected, click **Approve**. At the final approval stage, allocate budgets to each award and click **Submit**. The system processes approvals automatically and sends email notifications to recipients.
  </Step>

  <Step title="Bulk decline">
    Select the nominations you'd like to decline and click **Decline** to reject them in bulk.
  </Step>

  <Step title="Transfer nominations">
    If you're not the right approver, select the nominations and click **Transfer Nomination**. Search for the correct team member and confirm — the nominations are automatically redirected to the selected person.
  </Step>
</Steps>

<Note>
  Processing approvals in bulk may take a minute or two as the system runs background operations before sending notifications.
</Note>


# Complete admin walkthrough — all modules
Source: https://help-empuls.xoxoday.com/demo-library/compass-admin-walkthrough

An end-to-end tour of the Compass admin console consists of users, data, connections, metrics, plans, approvals, reports, and dashboards.

<iframe title="Xoxoday Compass — Complete Admin Walkthrough" />

Compass is a no-code commission automation and analytics platform. This walkthrough covers every admin module — from uploading user and sales data, through metrics and plans, to approvals, reports, and dashboards.

## Users

<Steps>
  <Step title="Open Users">
    The **Users** section holds the full list of users in the account, with all user-level data.
  </Step>

  <Step title="Import users via CSV or add manually">
    Users can be imported by CSV or added manually. When importing, five columns are **mandatory**: name, email ID, supervisor, access role, and partner code. Admins can include any additional columns beyond these.
  </Step>
</Steps>

## Data and integrations

<Steps>
  <Step title="Upload sales data">
    In **Data and integrations**, upload sales data via CSV or through built-in integrations (custom integrations are also supported). All uploaded data is browsable here.
  </Step>

  <Step title="Create a connection">
    A connection joins user data with sales data. Click **New connection** and pick a join type:

    * **Left join** — all rows from the left table + matching rows from the right (union-like; most common)
    * **Inner join** — only rows present in both tables
    * **Full outer join** — all rows from both tables
  </Step>

  <Step title="Configure the join">
    Choose the fields to join on — for example, join **user table.partner\_code** with **sales data.partner\_code**. Joins can span multiple fields with `AND` / `OR` conditions, and a single connection can contain multiple chained joins.
  </Step>

  <Step title="Review the connection">
    Once created, view the consolidated table and the configuration behind it — a full view of user attributes alongside sales transactions.
  </Step>
</Steps>

## Metrics

<Steps>
  <Step title="Create a metric">
    Metrics are the rules and conditions used to calculate commissions. Give the metric a name, pick a type, and choose the underlying connection.
  </Step>

  <Step title="Build the formula">
    Use built-in mathematical functions on the fields exposed by the connection — for example, `SUM(achievement) / SUM(target)` to get a sales achievement percentage.
  </Step>

  <Step title="Nest metrics for complex logic">
    Metrics can reference other metrics. For example, define `Coke sales = SUM(invoice_value) WHERE brand = 'Coke'`, then reference it inside a higher-level metric. This lets you build nested and conditional logic step by step.
  </Step>
</Steps>

## Commission plans

<Steps>
  <Step title="Start a milestone plan">
    Click **Create a plan**, choose a plan label, and pick **Milestone plan**. Milestone plans give out rewards in slabs based on KPI achievement.
  </Step>

  <Step title="Select participants">
    Include everyone, or define user groups with conditions (for example, `designation = SDR`). Multiple user groups can be part of one plan.
  </Step>

  <Step title="Configure milestones">
    Add milestones as slab conditions — for example, `Coke sales BETWEEN 20 AND 40`. Every user meeting the condition is placed in that milestone.
  </Step>

  <Step title="Add rewards">
    For each milestone, add a reward — either a fixed amount (like `1000`) or a dynamic expression (like `Coke sales × 0.5`). Apply a **cap** to bound dynamic rewards (for example, capped at `10000`). A milestone can carry multiple rewards.
  </Step>

  <Step title="Set mandatory plan settings">
    Configure start date, end date, and **recurrence** (daily, weekly on a specific day, monthly, or custom). Recurring plans create scheduled copies through the end date.
  </Step>

  <Step title="Add display name, buffer, and transaction dates">
    Set a **display name** (what end users see), a **rewarding buffer time** (grace period between calculation and payout — for example, 10 days for admin edits), and the **transaction date** field from the connection.
  </Step>

  <Step title="Add description and optional attachments">
    Add a plan description and attach supporting files (PDF, PNG, JPEG) if needed. Toggle **Hidden plan** to run a plan without exposing it to end users, or **Cascading plan** to feed this plan's output into another (useful for rolling monthly plans into quarterly or yearly ones).
  </Step>

  <Step title="Pick a theme">
    Choose from built-in plan themes or upload logos and imagery to create a custom theme.
  </Step>

  <Step title="Set targets and control transparency">
    Add per-metric targets that show up on the end user's mobile and web app. Under **Metrics to display**, choose which task and reward metrics — and how much detail — end users see.
  </Step>

  <Step title="Configure thresholds (optional)">
    Use **Threshold for metrics** to bump users close to a target into a milestone — for example, promote users at 80–90% achievement into the next tier.
  </Step>

  <Step title="Set up the estimator (optional)">
    An estimator lets end users forecast commissions on pipeline deals. Define the input fields they can adjust (like Coke sales) and map them to metrics so the estimator can compute earnings.
  </Step>

  <Step title="Activate the plan">
    Once configured, click **Activate** to publish.
  </Step>
</Steps>

## Plan labels and approval workflows

<Steps>
  <Step title="Understand plan labels">
    Every plan belongs to a **plan label**. Plan labels carry the approval permissions for three stages: rewards, plan report, and plan configuration.
  </Step>

  <Step title="Configure reward approvals">
    Choose whether rewards are given out automatically or after approval. If approval is required, pick approvers — for example, **supervisor level 1** routes to each user's first-level supervisor, or a specific person / distribution list routes centrally.
  </Step>

  <Step title="Configure plan report and plan config approvals">
    Repeat the same setup for the plan report and the plan configuration — deciding who signs off before a plan can go live and before its report is considered final.
  </Step>
</Steps>

## Approvals

<Steps>
  <Step title="See what's pending">
    The **Plan approvals** page shows pending plan approvals, plus counts of active-approved and rejected plans.
  </Step>

  <Step title="Approve or reject incentives">
    Under **Approvals pending**, select individual or all incentives and approve or reject with a reason.
  </Step>

  <Step title="Validate performance reports">
    Under **Performance validation**, review pending plan reports — checking that metrics, achievements, and rewards are calculated correctly. Approve, reject, or view plan details (approver list, prior comments).
  </Step>

  <Step title="Override approved incentives">
    In the **Approved** section, view earnings, approved amount, payout, and balance per user. Use **Override adjustment** to add or subtract a value with a reason if needed.
  </Step>
</Steps>

## Reports and logs

<Steps>
  <Step title="Browse the report library">
    Reports cover: **Overview** (logins, redemption trends, points awarded, available balance), **Login** (user activity times), **User access** (first activity of the day + web vs. mobile), **Payout** (per-user earnings and payouts for a period), and **Consolidated user performance** (a user's plans, earnings, KPI values, and transactions across time).
  </Step>

  <Step title="Check the logs">
    Logs track CSV uploads (which rows were accepted vs. skipped and why), plan processing, metric edits, and the processing queue — giving visibility into how much data is being processed and where.
  </Step>
</Steps>

## Groups and escalations

<Steps>
  <Step title="Create groups">
    Create a **Town hall** (public group with everyone included) or **closed groups**. For private groups, admins approve who joins. Post announcements — users can react, share, or interact.
  </Step>

  <Step title="Resolve escalations">
    Escalations surface user-raised issues — for example, discrepancies in commissions or missing achievements. Investigate and respond, then close the ticket.
  </Step>
</Steps>

## Dashboards

<Steps>
  <Step title="Account-level dashboard">
    The account dashboard summarises everything running in the account. Switch the time frame (week, month, quarter, year) — all widgets update accordingly. See user access, pending escalations, payouts to approve, user groups, approved and pending earnings, and configurable performance reports.
  </Step>

  <Step title="Compare plans and payouts">
    Add widgets for **plan-vs-plan comparison** (compare metrics like Coke sales vs. Thumbs Up sales across plans to gauge ROI), **plan payout trends** (how much has been paid out and when), and any performance reports you want at the top.
  </Step>

  <Step title="Plan-wise dashboards">
    From a plan (or from the account dashboard), click **View dashboard** to open its plan dashboard. See **milestone performance** (participants in each milestone) and the plan's single source of truth for achievements and payouts.
  </Step>

  <Step title="Validate and compare">
    Compare performance reports between plans, or upload a CSV to validate that Compass calculations match your own systems.
  </Step>

  <Step title="Configure leaderboards">
    Add a leaderboard widget: name it, select up to three metrics as ranking criteria, choose ranking direction, group by any user-data field, control visibility (managers or specific participants), and optionally award ranks or rank-ranges with fixed or dynamic rewards (with caps).
  </Step>

  <Step title="Add analytics widgets">
    Add comparison reports (for example, aggregate Coke vs. Thumbs Up sales grouped by a user attribute), line graphs, bar charts, and tables — each configurable by metric and user field.
  </Step>
</Steps>

## Settings

<Steps>
  <Step title="Review account information">
    See the details you provided at sign-up.
  </Step>

  <Step title="Brand the app">
    Under **Branding and customisation**, set the Compass logo, background, and theme colours. The interface reflects the changes throughout the app.
  </Step>

  <Step title="Configure rewards">
    Define the reward types available on the account — points, scores, or badges.
  </Step>

  <Step title="Set up the repository">
    Share knowledge or reference files. Make repositories public for all users or private for specific users, and map attachments to individual users where relevant.
  </Step>
</Steps>


# User data, integrations and connections
Source: https://help-empuls.xoxoday.com/demo-library/compass-data-integrations

Upload user and sales data, add integrations, and create connections in Compass — walked through with a test user, Carol.

<iframe title="Xoxoday Compass — User Data, Data Integrations and Connections" />

This video walks through user data, sales data, integrations, and the joins (connections) that link them together — using a test user, Carol, so you can see exactly what each screen looks like.

## Steps

<Steps>
  <Step title="Understand user data">
    User data is your HR data — the fields that uniquely identify each user (like partner code) and the email IDs used to log in to Compass. Under the **Partners** template, each user has entries such as `Carol01` (partner code) and their work email.
  </Step>

  <Step title="Open Data and integrations">
    Go to **Data and integrations** → **Data sources** to see every table available in Compass. Tables are grouped into three sections:

    * **CSV** — tables you defined by manually uploading a CSV
    * **Integrated data** — tables populated via native or custom integrations
    * **Derived data** — tables derived from an existing Compass table using a group-by function
  </Step>

  <Step title="Create a new data template">
    When you upload data for the first time, Compass asks you to define the table template:

    * **Field label** — the column name
    * **Field type** — `string`, `float`, `integer`, or `date` (for dates, pick the format)
    * Mark one field as the **mandatory unique identifier** for each row
  </Step>

  <Step title="Review the uploaded data">
    Once the template is applied, your data appears with each field in its defined format. In Carol's row, you can see her partner code alongside her performance fields.
  </Step>

  <Step title="Create a connection">
    A connection is a join between two tables. Click **New connection**, then:

    * Pick a data source (e.g. **Partners**)
    * Pick a second table (e.g. **Additive invoice data**)
    * Set the join key — for example, `Partners.partner_code = Additive invoice data.partner_code`
  </Step>

  <Step title="Choose a join type">
    Compass supports three join types, covering most use cases:

    * **Left join** — all rows from the left table + matching rows from the right
    * **Inner join** — only rows that match in both tables
    * **Full outer join** — all rows from both tables
  </Step>

  <Step title="Use the connection as a view">
    Once saved, the joined output becomes a named view (for example, `Active data`). This view combines the user's identifying fields (first name, email, phone, partner code, role) with their performance data — giving you the base needed to compute KPIs and metrics in the next step.
  </Step>
</Steps>


# Groups, reports and escalations
Source: https://help-empuls.xoxoday.com/demo-library/compass-groups-reports

Communicate with users through groups, monitor account activity through reports, and resolve queries raised as escalations.

<iframe title="Xoxoday Compass — Groups, Reports and Escalations" />

A quick tour of three companion features in Compass: **Groups** for communication, **Reports** for account-level analytics, and **Escalations** for resolving user queries.

## Groups

<Steps>
  <Step title="Understand Groups">
    Groups is the town-hall / communication feature in Compass. Directionality is fully configurable — you can run one-way admin broadcasts, or an open channel where anyone can post, comment, like, and share.
  </Step>

  <Step title="Create groups for any audience">
    Set up as many groups as you need — for example a Europe team group, an Americas team group, or a training associates group. Compass ships with a system-generated **Town hall** that includes everyone.
  </Step>

  <Step title="Post updates">
    Use groups to announce plan updates, upcoming schemes, and other rollouts in a place users already check.
  </Step>
</Steps>

## Reports

<Steps>
  <Step title="Open the account overview">
    The **Overview** report summarises account activity: total logins in the last six months, total redemptions, total recharge, and total incentives / points awarded.
  </Step>

  <Step title="Filter by date range">
    Every report accepts a date range so you can scope activity to the period you care about.
  </Step>

  <Step title="Inspect specific reports">
    Reports cover redemption, conversations (posts, comments, tags, timestamps, authors), logins (who logged in and when), available balance, KPI, performance, user access, and payout — each giving an account-level view of activity for the chosen period.
  </Step>
</Steps>

## Escalations

<Steps>
  <Step title="Understand what an escalation is">
    An escalation is a ticket a user raises when they have an issue with a plan, need clarity on how their incentives are computed, or want to flag a discrepancy. The escalation is routed to the person who created the plan.
  </Step>

  <Step title="Review the escalation details">
    Open an escalation to see the user, the date raised, and the specifics — for example, Paul flagged two missing invoices on 15 February. Investigate whether the issue is with the data or with the user's view of it.
  </Step>

  <Step title="Resolve and close">
    Attribute any missing records, contact the user to explain, then mark the escalation as **Closed**. If the escalation is about understanding (for example, how tier calculations work), share the explanation and close it once acknowledged.
  </Step>
</Steps>


# Overview — Xoxoday Compass Admin & User Walkthrough
Source: https://help-empuls.xoxoday.com/demo-library/compass-overview

Watch a walkthrough of the Compass admin and user walkthrough on Empuls, covering a full tour of the sales incentive console and mobile app.

<iframe title="Overview — Xoxoday Compass Admin & User Walkthrough" />

Compass is a no-code, scalable commission automation and analytics platform. It covers data management, commission automation, sales rep motivation, compensation, ROI, and AI-powered gamification.

## Admin console

<Steps>
  <Step title="Dashboard overview">
    Open the Compass admin console to see an overview of platform access, earnings, and analytics. Filter by month, quarter, year, or week to focus the view.
  </Step>

  <Step title="Manage users">
    Enable user-level data and assign access roles to different users from the **Users** section.
  </Step>

  <Step title="Connect data sources">
    Add data through one-click integrations, webhooks, or by manually uploading CSV files. Compass is schema-agnostic, so your data doesn't need to fit a predefined template.
  </Step>

  <Step title="Build the metric library">
    In the **Metric library**, create the metrics that capture the rules and conditions used to calculate sales compensation.
  </Step>

  <Step title="Configure plans">
    Open a plan to see the participant list, milestones, milestone conditions, and rewards. Admins can customise who is added to each plan.
  </Step>

  <Step title="Set app settings and theme">
    Choose a theme for end users or create a custom theme. Configure any additional plan-level settings before going live.
  </Step>

  <Step title="Review live plan activity">
    Once a plan is live, view its transactions, earnings, and plan details — or edit the plan if changes are needed.
  </Step>

  <Step title="Track performance and analytics">
    Use the dashboard section to monitor milestones, performance tiers, key measurements (such as cars sold by variety), and how teams are progressing.
  </Step>

  <Step title="Drill into the performance report">
    See each product specialist or dealership in the performance report — with unique partner codes, performance, incentives, and total earnings. Add widgets for region, dealership, or city-level breakdowns based on any KPI.
  </Step>
</Steps>

## Mobile app

<Steps>
  <Step title="Home snapshot">
    The homepage shows a snapshot of the user's incentive plans, KPIs in focus, and current earnings.
  </Step>

  <Step title="Check earnings breakdown">
    View earnings for the current month, quarter, and year. Track performance across plans and any raised escalations.
  </Step>

  <Step title="Redeem earnings">
    Tap **Use now** to open the catalog store. Redeem points across various choices, gift cards, or use UPI for instant transfers by entering the desired amount. All redemption history is stored in the app.
  </Step>

  <Step title="View commission plans">
    Tap **Your performance** or open the **Plan** section to see commission plans. Within each plan, view progress, plan details, achievements, and completed transactions.
  </Step>

  <Step title="Check leaderboards">
    Open **Leaderboards** to see rankings and compare against other participants. Switch between multiple leaderboards within a plan, or use the dedicated leaderboard section to view all leaderboards in one place.
  </Step>

  <Step title="Browse plans">
    In the **Plans** section, see all active, upcoming, and historical plans. Tap any plan to view its progress.
  </Step>

  <Step title="Engage with groups">
    Check the groups you're part of, view announcements, and interact with posts.
  </Step>

  <Step title="Managers: track team performance">
    Managers can view active team performance, switch between reporting teams, and drill into each individual report — including historical team performance.
  </Step>

  <Step title="Profile and support">
    From **My profile**, view shared documents, change language, or contact customer support. The **Current balance** section shows redemption history.
  </Step>
</Steps>


# Creating and implementing plans and metrics
Source: https://help-empuls.xoxoday.com/demo-library/compass-plans-metrics

Turn a connection into a metric, then wrap that metric in a milestone plan with rewards — end-to-end in Compass.

<iframe title="Xoxoday Compass — Plans and Metrics" />

Building on the connection created for Carol in the previous video, this walkthrough shows how to author a metric and use it in a milestone plan to compute rewards.

## Create a metric

<Steps>
  <Step title="Open the metric library">
    Go to **Metrics** and click **Create a metric**. A metric is the logic applied on a connection to compute a value.
  </Step>

  <Step title="Pick the metric type">
    Compass supports three types:

    * **Aggregate metric** — sums, averages, counts on a connection
    * **Linear metric** — formula-based
    * **Mapping variable** — value lookups
  </Step>

  <Step title="Configure the metric">
    Give the metric a name (for example, `Test metric 1`), select an aggregate type such as **Sum**, and choose the connection (for example, `Additive data`). Compass then lists the fields available in that connection.
  </Step>

  <Step title="Add functions and operators">
    Use built-in functions to shape the calculation — logical (`if / then / else`), mathematical, and operators such as `greater than`, `not equal to`, `between`, `null`, `not null`. You can also add mappings.
  </Step>

  <Step title="Sum the target field and save">
    For this example, apply **Sum** to the `monthly` field and click **Save**. The metric is now a reusable slice of logic available to any plan.
  </Step>
</Steps>

## Create a milestone plan

<Steps>
  <Step title="Open Plans and start a new plan">
    Go to **Plans**, open a plan group, and click **Create plan**. Compass offers three plan types — for this example, choose **Milestone plan**. A milestone plan awards rewards when users hit thresholds defined by one or more KPIs.
  </Step>

  <Step title="Name the plan">
    Enter a plan name (for example, `Test plan 001`) and click **Next**.
  </Step>

  <Step title="Define the milestone condition">
    Add a milestone condition using the metric you just created — for example, `Test metric 1 > 0`. Every user whose value satisfies this condition is added to the plan as an active participant.
  </Step>

  <Step title="Configure the reward">
    Add a reward. Rewards can be a fixed amount or a dynamic expression built from your metrics. For this example, give a **Score** equal to `Test metric 1 × 0.5` — half of the summed monthly value. Save and click **Next**.
  </Step>

  <Step title="Set dates and description">
    Select the campaign period (for example, January) and add a short plan description. Complete the remaining steps and **Activate** the plan.
  </Step>

  <Step title="View the plan dashboard">
    Click **View dashboard** to see the plan report — first name, partner code, `Test metric 1`, and the computed score. Sort the report to inspect individual users (like Carol) and see the sum, the reward, and the final earnings.
  </Step>
</Steps>

## How it fits together

User data joins to a transaction table through a **connection**. A **metric** is the logic applied on that connection. A **plan** uses the metric as an input — a milestone condition determines who qualifies, and a reward expression determines what they earn.


# Complete end user walkthrough
Source: https://help-empuls.xoxoday.com/demo-library/compass-user-walkthrough

The complete guide to learn about Compass end-user experience on web and mobile dashboards, plans, teams, earnings, leaderboards, escalations, and groups.

<iframe title="Xoxoday Compass — Complete End User Walkthrough" />

A complete tour of the Compass end-user experience across web and mobile — covering dashboards, teams, plans, earnings, escalations, and groups.

## Web app

<Steps>
  <Step title="Dashboard overview">
    The dashboard shows every plan you're actively participating in. Total earnings appear at the top, along with achievements, transaction details, and leaderboards. Widgets and leaderboards are organised on criteria your admin configures.
  </Step>

  <Step title="Explore leaderboards">
    Click any leaderboard to see your rank and how you're performing on that metric — alongside everyone else in the plan.
  </Step>

  <Step title="Read the widgets">
    Widgets like bar charts show your personal performance. Admins see the same widgets aggregated across the group.
  </Step>

  <Step title="Managers: view your team">
    If you have direct reports, click **View team** to see everyone reporting to you. In **Team status**, view your own performance in the current plan, then drill into each report's plan progress, metrics, and leaderboard rankings.
  </Step>

  <Step title="Browse plans">
    Switch between **Active**, **Upcoming**, and **Historical** plans. Click a plan to see total earnings, achievements, and the milestone graphic showing progress toward the next tier — a core part of the gamification loop. When you hit the next milestone, Compass tells you exactly how far you are from the following one.
  </Step>

  <Step title="Achievements and earnings">
    In **Achievements**, see every KPI computed for you with its name and value. In **Earnings**, view current wallet balance, transaction status (earned, calculated, rejected), dates, amounts, and originating plan — a full record of your incentive history.
  </Step>

  <Step title="Raise an escalation">
    If there's an issue with a plan, use **Escalations** to raise a ticket, add comments describing the issue, and route it to the plan owner. They'll respond and close the escalation with you.
  </Step>

  <Step title="Interact in groups">
    The **Groups** / town hall is your communication feed. Post messages, like, comment, and high-five teammates. Admin-only groups act as a broadcast channel for plan updates and announcements.
  </Step>
</Steps>

## Mobile app

<Steps>
  <Step title="Home screen">
    See your dashboard at a glance — key KPIs, current balance, and earnings for the current month, quarter, and year with a complete breakdown of transactions.
  </Step>

  <Step title="Your performance">
    View active plans, achievements, and raise escalations for any commission discrepancies.
  </Step>

  <Step title="Plan detail">
    Inside a plan, track progress across milestones and see the earnings breakdown. View plan achievements and leaderboards without leaving the plan.
  </Step>

  <Step title="Use the estimator">
    Open **Estimator**, enter values into the admin-defined fields, and tap **Calculate** to preview estimated earnings for pipeline opportunities. The milestone tier and matching rewards are shown alongside. Reset the fields to try new scenarios.
  </Step>

  <Step title="Plans overview">
    From **Plans**, browse **Active**, **Upcoming**, and **Completed** plans. Each card shows achievements at a glance. Historical plans live under **History**.
  </Step>

  <Step title="Leaderboards">
    View all leaderboards in one place. Each plan can carry multiple leaderboards on different criteria — inside each, see your standing plus the top performers.
  </Step>

  <Step title="Groups">
    See the groups you belong to, request to join closed groups, and post or interact with others' posts.
  </Step>

  <Step title="Profile">
    In **My profile**, check your earned and current balance, redemption records, shared documents, change language, or contact customer support.
  </Step>
</Steps>


# Cost of Living Factor
Source: https://help-empuls.xoxoday.com/demo-library/cost-of-living

See the cost-of-living factor in action on Empuls, with location-aware point conversion for global teams explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Navigate to Cost of Living Factor">
    Go to **Reports and Admin → Finance → Cost of Living Factor**.
  </Step>

  <Step title="Understand the purpose">
    The Cost of Living Index (COLI) ensures reward value is fair and impactful across countries, rather than using direct currency conversion.

    **Example:** In India, 1 point = ₹1. In the US, 1 point = $0.05. So 250 points = ₹250 in India and ~$12.50 in the US — both meaningful rewards in their respective markets.
  </Step>

  <Step title="Note on initial configuration">
    The COLI feature is **enabled and initially configured by the Empuls team** on the backend, tailored to each client's requirements. Platform admins cannot create COLI values from scratch directly.
  </Step>

  <Step title="Update point values">
    Once configured, admins can **update the point-to-currency value for each country** periodically to reflect inflation or economic changes. Adjust the value of 1 point for any country to keep rewards fair and relevant over time.
  </Step>
</Steps>

<Note>
  Contact your Empuls account team to set up the initial COLI configuration for your organisation.
</Note>


# Creating & Managing Custom Leaderboards
Source: https://help-empuls.xoxoday.com/demo-library/custom-leaderboards

See custom leaderboards in action on Empuls, with building milestone-based leaderboards to drive engagement explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Navigate to Manage Leaderboards">
    Go to **Reports and Admin → Programs → Manage Leaderboards**. Here you'll see all existing leaderboards. Click **Create Leaderboard**.
  </Step>

  <Step title="Enter basic details">
    Fill in the leaderboard's name, description, score name, winner title, start date, number of winners to display, and frequency (monthly, quarterly, half-yearly, or annually).
  </Step>

  <Step title="Select or create events">
    Click **Continue** and choose the events you want to incentivise. You can use **system-defined events** or create **custom events**.

    To create a custom event: click **Add New Event** → enter event name and a unique event code → upload a CSV file with the relevant data. At least two events are required to set up a leaderboard.
  </Step>

  <Step title="Define eligible users">
    Choose which users are eligible for this leaderboard by selecting from existing groups (e.g., a specific team or business unit).
  </Step>

  <Step title="Set visibility">
    Choose whether the leaderboard is **public**, **member-only**, or inherits from current group settings.
  </Step>

  <Step title="Define awards and milestones">
    Select the awards for leaderboard winners. Click **Add Milestones** to define multiple milestones — each with a name, score threshold, and description. Optionally attach a gift or award to each milestone and customise the winner notification email.
  </Step>

  <Step title="Create and upload data">
    Click **Create Leaderboard**. Once created, upload data for custom events using the provided template and the unique event codes you defined. The leaderboard will automatically populate and rank winners.
  </Step>
</Steps>


# Configuring Custom Notifications
Source: https://help-empuls.xoxoday.com/demo-library/custom-notifications

See custom notifications in action on Empuls, with tuning channel, timing, and content for each notification explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Open notification settings">
    Navigate to the notification settings in the Admin Dashboard.
  </Step>

  <Step title="Select a notification touchpoint">
    Choose the touchpoint you want to configure — for example, **Welcome Emails**, **Sign-Up Reminders**, **Redemption Reminders**, or **Wishboard Nudges**. Each has its own independent settings.
  </Step>

  <Step title="Set the channel and timing">
    Adjust the delivery channel and frequency for that specific notification type.
  </Step>

  <Step title="Edit the message content">
    Customise the actual email content for the notification to match your organisation's tone and messaging.
  </Step>

  <Step title="Save your changes">
    Save the settings for that touchpoint. Repeat for any other notification types you want to tailor.
  </Step>
</Steps>

<Note>
  Per-touchpoint control means each notification can have its own channel, cadence, and copy — no more one-size-fits-all messaging.
</Note>


# Create & Share Custom Reports
Source: https://help-empuls.xoxoday.com/demo-library/custom-reports

Watch a walkthrough of custom report building on Empuls, covering creating and sharing tailored reports with stakeholders.

<iframe />

## Steps

<Steps>
  <Step title="Navigate to Custom Reports">
    Go to **Reports and Admin → Reports → Custom Reports**, then click **Create Custom Report**.
  </Step>

  <Step title="Select a source report">
    Choose the source report you'd like to pull data from (e.g., **Awards**).
  </Step>

  <Step title="Apply filters">
    Add filters to refine the data. For example, set **Approval Status** to include both Approved and Pending entries.
  </Step>

  <Step title="Name and create the report">
    Click **Next**, give your report a name, then click **Create Report**.
  </Step>

  <Step title="Share with stakeholders">
    Click **Share**, search for users by name or enter email addresses directly, then click **Share**.
  </Step>

  <Step title="Manage the report">
    Open the report at any time to apply a date range, download it, or add additional filters as needed.
  </Step>
</Steps>


# Demo Video Library
Source: https://help-empuls.xoxoday.com/demo-library/demo-library

See the full library of Empuls demo videos in action on Empuls, with every major feature, from recognition to reporting explained step by step.

Browse hands-on demo videos organized by feature area. Click **View Steps** under any video for a detailed walkthrough.

***

## Platform Overview

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Empuls — Key Features & Capabilities</p>
    <p>A full walkthrough of Empuls — recognition, rewards, surveys, perks, and integrations in one platform.</p>
  </div>
</div>

***

## Recognition

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Recognise Your Peers & Team Members</p>
    <p>A complete walkthrough of peer-to-peer recognition workflows on Empuls.</p>
    <a href="/demo-library/recognize-peers">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>How to Recognise on Empuls</p>
    <p>Learn how to send recognitions and appreciation to your team members on Empuls.</p>
    <a href="/demo-library/how-to-recognise">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Smart Recognition</p>
    <p>Use AI-powered smart recognition to reduce bias and improve appreciation.</p>
    <a href="/demo-library/smart-recognition">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>AI-Written Appreciation</p>
    <p>Pick a tone and let AI write the perfect award message instantly.</p>
    <a href="/demo-library/ai-recognition-messages">View Steps →</a>
  </div>
</div>

***

## Awards & Nominations

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Awards & Core Values Setup</p>
    <p>Set up spot awards, approval-based awards, jury awards, and core values.</p>
    <a href="/demo-library/awards-core-values">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Bulk Nomination Approval & Management</p>
    <p>Approve, decline, and transfer multiple nominations at once.</p>
    <a href="/demo-library/bulk-nominations">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Scheduled Award Reveal</p>
    <p>Hold award posts and points, then reveal all winners at a scheduled time.</p>
    <a href="/demo-library/scheduled-award-reveal">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe title="Configuring Award Denominations and Approver Masking in Empuls" />
    </div>

    <p>Award Denominations & Approver Masking</p>
    <p>Set multiple point tiers, hide values from nominators, and mask approver identities.</p>
    <a href="/demo-library/award-denominations">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Edit Live Awards with Versioning</p>
    <p>Edit a live award and let versioning keep in-flight nominations uninterrupted.</p>
    <a href="/demo-library/award-versioning">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Multiple Award Images</p>
    <p>Upload up to 10 images per award and set a fixed default or randomize each recognition.</p>
    <a href="/demo-library/multiple-award-images">View Steps →</a>
  </div>
</div>

***

## Rewards & Campaigns

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Set Up Reward Campaigns</p>
    <p>Create and launch structured reward campaigns to drive engagement.</p>
    <a href="/demo-library/reward-campaigns">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Manual & Automated Gifts</p>
    <p>Set up one-time manual gifts and automated gift workflows.</p>
    <a href="/demo-library/manual-automated-gifts">View Steps →</a>
  </div>
</div>

***

## Budget & Wallets

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Budget Creation & Management</p>
    <p>Create and distribute budgets — manually or automated — across teams.</p>
    <a href="/demo-library/budget-management">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Managing Multiple Wallets</p>
    <p>Create wallets, assign owners, and map criteria for fund allocation.</p>
    <a href="/demo-library/multiple-wallets">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Cost of Living Factor</p>
    <p>Configure fair, location-aware point-to-currency conversion for global teams.</p>
    <a href="/demo-library/cost-of-living">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Budget Ownership in Approval Chains</p>
    <p>Choose which approval level deducts budget, with automatic revert on decline.</p>
    <a href="/demo-library/budget-approval-ownership">View Steps →</a>
  </div>
</div>

***

## Redemption

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Redeeming Points on Empuls</p>
    <p>Learn how employees redeem earned points across hundreds of reward options.</p>
    <a href="/demo-library/redeem-points">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Redeem Gift Vouchers on Perkstore</p>
    <p>Redeem exclusive deals and gift vouchers through the Empuls Perkstore.</p>
    <a href="/demo-library/redeem-gift-vouchers">View Steps →</a>
  </div>
</div>

***

## Leaderboards & Challenges

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Custom Leaderboards</p>
    <p>Create and manage custom leaderboards and milestone-based awards.</p>
    <a href="/demo-library/custom-leaderboards">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Fitness Challenges</p>
    <p>Set up and run fitness challenges to promote employee wellbeing.</p>
    <a href="/demo-library/fitness-challenges">View Steps →</a>
  </div>
</div>

***

## Reports & Analytics

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Platform Reports Management</p>
    <p>Navigate recognition, budget, redemption, gift, and raw reports.</p>
    <a href="/demo-library/platform-reports">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Create & Share Custom Reports</p>
    <p>Build custom reports and share insights with stakeholders.</p>
    <a href="/demo-library/custom-reports">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Recognition Impact Report</p>
    <p>Correlate recognition activity with Glassdoor ratings month over month.</p>
    <a href="/demo-library/recognition-impact-report">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Transaction Audit Report</p>
    <p>Download all point credits, redemptions, and expirations in one file.</p>
    <a href="/demo-library/transaction-audit-report">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Schedule & Auto-Deliver Custom Reports</p>
    <p>Build custom reports with raw data and schedule automatic delivery to stakeholders.</p>
    <a href="/demo-library/scheduled-custom-reports">View Steps →</a>
  </div>
</div>

***

## Employee Management

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Adding, Editing & Access Control</p>
    <p>Add employees via CSV or HRMS, edit profiles, and manage access controls.</p>
    <a href="/demo-library/employee-management">View Steps →</a>
  </div>
</div>

***

## Platform Setup & Customization

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Platform Branding & Customization</p>
    <p>Customise Empuls with your brand identity, colors, logos, and homepage layout.</p>
    <a href="/demo-library/platform-branding">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Shop Category Management</p>
    <p>Add in-house products and manage gift card availability in the store.</p>
    <a href="/demo-library/shop-management">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Configuring Custom Notifications</p>
    <p>Tune channel, timing, and content for each notification touchpoint.</p>
    <a href="/demo-library/custom-notifications">View Steps →</a>
  </div>
</div>

***

## Integrations

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Microsoft Teams Integration</p>
    <p>Enable recognition and rewards directly within Microsoft Teams.</p>
    <a href="/demo-library/microsoft-teams">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Empuls for Microsoft Teams — Demo</p>
    <p>2-minute demo of everything you can do inside the Empuls Teams app.</p>
    <a href="/demo-library/microsoft-teams">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Slack Integration</p>
    <p>Recognise teammates and manage rewards without leaving Slack.</p>
    <a href="/demo-library/slack-integration">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Installing & Configuring Empuls for Slack</p>
    <p>Super Admin setup — connect Empuls to Slack in under a minute.</p>
    <a href="/demo-library/slack-integration">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Empuls for Slack — Employee Guide</p>
    <p>Full employee guide — recognition, rewards, nominations, and surveys from the Slack Home tab.</p>
    <a href="/demo-library/slack-integration">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Recognition in Google Chat</p>
    <p>Get recognition and milestone alerts directly inside Google Chat.</p>
    <a href="/demo-library/google-chat-recognition">View Steps →</a>
  </div>
</div>

***

## Sales Incentives

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Xoxoday Compass — Admin & User Walkthrough</p>
    <p>A complete tour of the Compass admin console and mobile app for sales incentives and commissions automation.</p>
    <a href="/demo-library/compass-overview">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>User Data, Integrations & Connections</p>
    <p>Upload user and sales data, then join them into a single view using Compass connections.</p>
    <a href="/demo-library/compass-data-integrations">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Creating Plans & Metrics</p>
    <p>Turn a connection into a metric and wrap it in a milestone plan with dynamic rewards.</p>
    <a href="/demo-library/compass-plans-metrics">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Groups, Reports & Escalations</p>
    <p>Communicate via groups, track account activity in reports, and resolve user-raised escalations.</p>
    <a href="/demo-library/compass-groups-reports">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Complete Admin Walkthrough</p>
    <p>End-to-end tour of the Compass admin console — users, data, metrics, plans, approvals, and dashboards.</p>
    <a href="/demo-library/compass-admin-walkthrough">View Steps →</a>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Complete End User Walkthrough</p>
    <p>The Compass end-user experience across web and mobile — dashboards, plans, earnings, and more.</p>
    <a href="/demo-library/compass-user-walkthrough">View Steps →</a>
  </div>
</div>

***

## Surveys & Feedback

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Mood-O-Meter Email & Sentiment</p>
    <p>Respond from your inbox; AI surfaces the themes behind every score.</p>
    <a href="/demo-library/mood-o-meter">View Steps →</a>
  </div>
</div>

***

## Launch Videos

<div>
  <div>
    <div>
      <iframe />
    </div>

    <p>Empuls Launch Video 1</p>
    <p>Share this with employees when launching Empuls — introduces the platform and what to expect.</p>
  </div>

  <div>
    <div>
      <iframe />
    </div>

    <p>Empuls Launch Video 2</p>
    <p>Second launch communication video — use alongside Video 1 in your employee rollout campaign.</p>
  </div>
</div>


# Employee Management — Adding, Editing & Access Control
Source: https://help-empuls.xoxoday.com/demo-library/employee-management

This demo shows employee management in Empuls, including adding employees, setting access, and configuring authentication.

<iframe />

## Steps

<Steps>
  <Step title="Choose your import method">
    Empuls offers two ways to add employees:

    * **HRMS integration** — connects to your existing HR system to import all employees at once, with automatic daily sync
    * **Manual upload** — add employees via the Employees menu
  </Step>

  <Step title="Add a single user">
    Go to **Employees → Manage Employees → Add New Users → Single User**. Enter the employee's first name, last name, work email ID, and user access role. Optionally add professional and personal information. Click **Done**.
  </Step>

  <Step title="Add multiple users via CSV">
    Select **Add Multiple User Accounts → Proceed**. Upload a CSV file with all employee data to bulk import users at once.
  </Step>

  <Step title="Edit or delete users">
    From the Manage Employees screen, find the user and edit their details directly. You can also delete employees from this interface.
  </Step>

  <Step title="Disable a user">
    To disable a user's access without deleting them, click the **Disable** button next to their record.
  </Step>

  <Step title="Manage access controls">
    Go to the **Access Control** menu to view all system-defined permissions. Assign specific permissions to users based on their role or use case.
  </Step>

  <Step title="Configure user authentication">
    In the **User Authentication** menu, select the sign-on method:

    * Google, Microsoft, or Slack SSO
    * Email-based OTP login
    * Custom login methods tailored to your system
  </Step>
</Steps>


# Fitness Challenges
Source: https://help-empuls.xoxoday.com/demo-library/fitness-challenges

See fitness challenges in action on Empuls, with setting up fitness challenges and tracking participation explained step by step.

<iframe />

## Steps

### Admin: Launching a Challenge

<Steps>
  <Step title="Access Fitness Challenges (Admin)">
    Go to the Fitness Challenges admin settings. You'll see predefined challenge configurations including Stepathon, 5K and 10K runs, and more.
  </Step>

  <Step title="Enable a challenge">
    Click **Enable** on the challenge you want to launch. Review the challenge details and **assign rewards** to be issued to winners.
  </Step>

  <Step title="Launch the challenge">
    Click **Enable Challenge** to make it live. Employees will be notified through the platform.
  </Step>

  <Step title="Track participants">
    Admins can monitor participant activities, achievements, and scores. Distribute rewards to winners based on the leaderboard.
  </Step>
</Steps>

### Employee: Participating in a Challenge

<Steps>
  <Step title="Find Fitness Challenges">
    Go to the **Fitness Challenges** menu in the Empuls app. You'll see challenges you can join or, if already participating, view the leaderboard.
  </Step>

  <Step title="Join on mobile">
    Joining is primarily done via the **Empuls mobile app** since fitness wearables sync with mobile devices. Open the Challenges section, select the challenge, and click **Join**.
  </Step>

  <Step title="Sync your fitness device">
    You'll be prompted to grant permission to sync your fitness wearable. Once permission is granted, you're automatically enrolled and your steps/activity will be tracked.
  </Step>

  <Step title="Track your progress">
    View your position on the leaderboard, see past champions, and check the rewards available at each milestone. Rewards are earned when you reach defined milestones.
  </Step>
</Steps>


# Recognition in Google Chat
Source: https://help-empuls.xoxoday.com/demo-library/google-chat-recognition

See Google Chat recognition in action on Empuls, with receiving recognition and milestone alerts in Google Chat explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Install the Empuls app in Google Chat">
    Add the Empuls app to your Google Workspace so recognition and milestone activity surfaces directly in Google Chat.
  </Step>

  <Step title="Connect your Empuls account">
    Authenticate with your Empuls credentials to link your account. Once connected, Empuls can deliver alerts to you in Chat.
  </Step>

  <Step title="Receive recognition notifications">
    Get alerts for appreciations, peer nominations, and point redemptions without leaving Google Chat.
  </Step>

  <Step title="Receive milestone alerts">
    Birthdays and work anniversaries surface directly in your Google Workspace, so you never miss a moment to celebrate a colleague.
  </Step>
</Steps>

<Note>
  The Google Chat integration brings recognition into the tools your team already uses every day — no extra tab, no context switching.
</Note>


# How to Recognise on Empuls
Source: https://help-empuls.xoxoday.com/demo-library/how-to-recognise

Watch a walkthrough of sending recognition on Empuls, covering how to send recognition and appreciation on Empuls.

<iframe />

## Steps

<Steps>
  <Step title="Click the Recognize CTA">
    On your Empuls home screen, you'll see a **Recognize** call-to-action button. Click on it to begin.
  </Step>

  <Step title="Select the nominee">
    Choose the person you want to send recognition to. This is the person you'd like to appreciate.
  </Step>

  <Step title="Choose an award">
    Based on your budget and eligibility criteria, select the appropriate award for the nominee.
  </Step>

  <Step title="Write an appreciation message">
    Compose a personalised message for the person you're recognising.
  </Step>

  <Step title="Enhance with AI (optional)">
    If you feel your message could be better, use the platform's **AI capability** to enhance it. The platform will improve your input and show you an updated message you can use.
  </Step>

  <Step title="Preview and share">
    You'll get a preview of how the recognition will look once shared. When satisfied, click **Share** to send it.
  </Step>
</Steps>


# Manual & Automated Gifts
Source: https://help-empuls.xoxoday.com/demo-library/manual-automated-gifts

Watch a walkthrough of manual and automated gifting on Empuls, covering setting up one-time and lifecycle-triggered gifts.

<iframe />

## Steps

### Setting Up a Manual Gift

<Steps>
  <Step title="Navigate to Gifts">
    Go to **Reports and Admin → Gifts → Manage Gift → Create a Gift**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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).
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

### Setting Up an Automated Gift

<Steps>
  <Step title="Navigate to Automated Gifts">
    Go to **Gifts → Manage Gifts → Create Gift → Automate → Create Now**.
  </Step>

  <Step title="Choose the occasion">
    Select the occasion to automate — **birthday**, **work anniversary**, **new team member welcome**, etc. Click **Continue**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Set the reward and certificate">
    Choose reward type (points or products). Set the points value. Optionally attach and customise a certificate template.
  </Step>

  <Step title="Compose the message">
    Write the gift message and update the gift image if needed.
  </Step>

  <Step title="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.
  </Step>
</Steps>


# Microsoft Teams Integration
Source: https://help-empuls.xoxoday.com/demo-library/microsoft-teams

This demo shows the Microsoft Teams integration in Empuls, including recognizing teammates without leaving Teams.

<iframe />

## Steps

<Steps>
  <Step title="Set up the integration with IT">
    Work with your IT team to install and configure the Empuls app within MS Teams. Once set up, the app appears in the left-hand navigation within Teams.
  </Step>

  <Step title="Customise the app branding">
    You can customise the app's name and logo within Teams to match your recognition programme's branding.
  </Step>

  <Step title="Employee access within Teams">
    Employees can access Empuls natively within MS Teams to:

    * View their feed and organisational spotlights
    * Attend to high-priority actions
    * Join celebrations and send wishes to colleagues
    * Recognise achievements and redeem points — without switching platforms
  </Step>

  <Step title="Leaderboards, surveys, and perks">
    Employees can view configured leaderboards, respond to surveys and quizzes, and explore employee discounts or perks programmes — all from within the Teams app. The Wall of Fame is also visible.
  </Step>

  <Step title="Admin capabilities in Teams">
    Admins can view reports and insights, manage settings, add new users, sync profile pictures, and oversee awards and core values directly through the MS Teams app.
  </Step>

  <Step title="Chatbot integration">
    A chatbot within the MS Teams workspace notifies employees about awards, announcements, and other relevant updates. Employees can also appreciate colleagues, redeem rewards, and manage pending action items directly from the chat — without leaving Teams.
  </Step>
</Steps>


# Mood-O-Meter Email & Sentiment Analysis
Source: https://help-empuls.xoxoday.com/demo-library/mood-o-meter

Watch a walkthrough of Mood-o-meter on Empuls, covering email-based sentiment check-ins with AI-powered insight into scores.

<iframe />

## Steps

<Steps>
  <Step title="Enable email response links">
    Turn on email notifications for Mood-O-Meter so employees can respond directly from their inbox — no login required.
  </Step>

  <Step title="Employees respond from email">
    Employees pick their mood straight from the email, removing friction and improving response rates.
  </Step>

  <Step title="Capture the 'why' with a follow-up">
    A follow-up question asks employees to explain their score, adding qualitative context to the rating.
  </Step>

  <Step title="Review AI sentiment analysis">
    AI automatically surfaces themes across all responses, so you can understand the drivers behind sentiment without reading every reply.
  </Step>
</Steps>

<Note>
  Email responses lift participation, while AI sentiment analysis turns open-ended feedback into clear, actionable themes.
</Note>


# Multiple Award Images
Source: https://help-empuls.xoxoday.com/demo-library/multiple-award-images

Watch how to upload up to 10 images per award and set a fixed default or randomize the image on each recognition on Empuls.

<iframe />

## Steps

<Steps>
  <Step title="Open the award's image settings">
    Edit the award and go to the section where you upload the award image.
  </Step>

  <Step title="Upload multiple images">
    Add up to **10 images** to the award's image pool.
  </Step>

  <Step title="Choose default or randomize">
    Set a fixed default image, or enable **Randomize** mode so each recognition automatically gets a different image from the pool.
  </Step>

  <Step title="Understand image freezing">
    Once a recognition is issued, its image is frozen — the same image appears in the feed, email, and certificate every time.
  </Step>
</Steps>


# Managing Multiple Wallets
Source: https://help-empuls.xoxoday.com/demo-library/multiple-wallets

This demo shows multiple redemption wallets in Empuls, including managing several wallets with different funding and rules.

<iframe />

## Steps

<Steps>
  <Step title="View existing wallets">
    Navigate to the **Finance → Wallets** section to see all configured wallets in your organisation. A global wallet exists for generic purposes by default.
  </Step>

  <Step title="Create a new wallet">
    Click **Create Wallet**. Specify the wallet's currency, name (e.g., USA Region), and the region or purpose it serves.
  </Step>

  <Step title="Assign wallet owners">
    Add **wallet owners** — individuals who will receive notifications when the wallet balance drops below a specified threshold (e.g., below 10,000). This ensures accountability and proactive funding.
  </Step>

  <Step title="Add funds">
    Add funds to the wallet as needed. Each wallet is independently managed, so different teams or regions can have their own funding.
  </Step>

  <Step title="Set wallet criteria mapping">
    Use **wallet criteria mapping** to define rules for when a particular wallet is used. Rules can be based on:

    * User location
    * Cost centre
    * Business unit

    This determines which wallet gets debited when an employee redeems, without affecting the employee's redemption experience.
  </Step>

  <Step title="Add more wallets or update criteria">
    You can create additional wallets for different business units within the same region and add conditions accordingly. Existing rules can be edited at any time.
  </Step>
</Steps>

<Note>
  The wallet system only affects how funds are allocated on the admin side. Employees continue to see their earned points and redeem them as usual — the wallet deducted is determined automatically based on their profile.
</Note>


# Platform Branding & Customization
Source: https://help-empuls.xoxoday.com/demo-library/platform-branding

This demo shows platform branding in Empuls, including customising Empuls with your colors, logo, and homepage layout.

<iframe />

## Steps

<Steps>
  <Step title="Go to Platform Settings">
    Click **Reports and Admin → Platform Settings** to access all branding and customisation options.
  </Step>

  <Step title="Update theme and colors">
    Go to the **Branding** menu and click **Edit** next to **Program Theming**. Adjust colors for CTAs, text, navigation, and award blocks.
  </Step>

  <Step title="Update program settings">
    Click **Edit** on **Program Settings** to change the program name, points name, time zone, conversion factor, and feed post style.
  </Step>

  <Step title="Update logos and media">
    From the **Branding** settings, update:

    * Program logo
    * Login page background
    * Favicon
    * Bot avatar
    * Feed card backgrounds (birthday, anniversary, new joiner, leaderboard)
  </Step>

  <Step title="Customise banners">
    Edit banners for the birthday wishboard, anniversary wishboard, new joiner wishboard, profile banners, and the Wall of Fame background.
  </Step>

  <Step title="Personalise the yearbook">
    Customise the work anniversary yearbook — change the branding, yearbook color, component color, and more.
  </Step>

  <Step title="Configure feed settings">
    Under Platform Settings, enable multiple feed views — by business unit, cost centre, department, or location — so users can filter the feed relevant to their group.
  </Step>

  <Step title="Set profile fields">
    In **Profile Settings**, add or modify user profile fields. Changes appear in the people directory, user profiles on hover, wishboards, nominations, and wish cards.
  </Step>

  <Step title="Choose homepage layout">
    Select from three homepage layout options:

    * **Comprehensive view** — left navigation, banners, internet feed, and all widgets
    * **Connect & Celebrate** — most feeds and right-hand side banners
    * **Work Essential** — hides the social feed, showing only essential widgets
  </Step>
</Steps>


# Platform Reports Management
Source: https://help-empuls.xoxoday.com/demo-library/platform-reports

See platform reporting in action on Empuls, with navigating Empuls’s built-in recognition and engagement reports explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Navigate to Reports">
    Go to **Reports and Admin → Reports**, then select the report you want to explore.
  </Step>

  <Step title="Apply filters">
    Use the available filters to pivot data by user, department, department head, grade, or a specific date range.
  </Step>

  <Step title="Recognition Summary">
    View who received the most and least recognitions, total nominees and nominations, pending nominations, their values, and a full nomination summary. The Recognitions Given section shows who gave recognitions, award distribution, and core values insights.
  </Step>

  <Step title="Budget Report">
    Filter by user, department, or date range. Review total points and budget allocated vs. spent, unused points, pending nominations, budget utilisation comparison, and points rewarded, gifted, or revoked.
  </Step>

  <Step title="Redemption Report">
    View points for active and inactive users, wallet balances, redemption summaries, and a taxation report related to rewarding.
  </Step>

  <Step title="Gift Report">
    See how many gifts were sent and total gift points distributed. Includes breakdowns by birthday, service anniversary, onboarding gifts, automated gifts, and manual gifts.
  </Step>

  <Step title="Raw Data Report">
    Select the exact data category you need (e.g., gifts), set a date range, and view event details, recipients, award status, and timestamps. Download the report as a CSV file.
  </Step>
</Steps>


# Recognition Impact Report
Source: https://help-empuls.xoxoday.com/demo-library/recognition-impact-report

Correlate your Empuls recognition activity with Glassdoor ratings month over month to make the ROI case for leadership.

<iframe />

## Steps

<Steps>
  <Step title="Open the Impact report">
    Navigate to the Reports section and open the recognition Impact report.
  </Step>

  <Step title="Select a date range">
    Choose the period you want to analyse to see how recognition activity tracks over time.
  </Step>

  <Step title="Review the correlation">
    The report correlates your recognition activity in Empuls with Glassdoor ratings month over month — automatically visualised, with no manual analysis needed.
  </Step>

  <Step title="Present to leadership">
    Use the report as-is to show CHROs and CFOs how R\&R activity tracks with employer-brand perception over time.
  </Step>
</Steps>

<Note>
  The data is correlated and visualised for you — ready to present without stitching together separate exports.
</Note>


# Recognise Your Peers & Team Members
Source: https://help-empuls.xoxoday.com/demo-library/recognize-peers

Watch a walkthrough of peer-to-peer recognition on Empuls, covering how employees send recognition and appreciation to teammates.

<iframe />

## Steps

<Steps>
  <Step title="Navigate to the Recognize tab">
    From your Empuls home page, click on the **Recognize** tab in the navigation.
  </Step>

  <Step title="Select your nominee(s)">
    You'll see a list of your team members. Select one member to recognise, or choose multiple team members to recognise together.
  </Step>

  <Step title="Choose an award">
    After selecting the nominee, choose the type of award you'd like to give. Empuls shows awards that fit within your budget and eligibility criteria. The points to be deducted will be displayed based on the award selected.
  </Step>

  <Step title="Write an appreciation message">
    Draft a message explaining why your colleague stands out and which project or contribution you're recognising them for.
  </Step>

  <Step title="Enhance with AI (optional)">
    If you'd like to improve your message, click the **Replace** tab to use Empuls's built-in AI capability to enhance it. Preview the improved message before proceeding.
  </Step>

  <Step title="Choose visibility and share">
    Select whether to share the recognition **publicly** or **privately**, then click **Share Recognition** to send it.
  </Step>
</Steps>


# Redeem Gift Vouchers on Perkstore
Source: https://help-empuls.xoxoday.com/demo-library/redeem-gift-vouchers

Watch a walkthrough of gift voucher redemption on Empuls, covering redeeming gift vouchers and deals through the Perkstore.

<iframe />

## Steps

<Steps>
  <Step title="Go to Perkstore">
    From your Empuls dashboard, navigate to **Perkstore** and click **Explore**.
  </Step>

  <Step title="Browse brands and categories">
    You'll have access to 20,000+ global and local brands across categories including food, travel, health & wellness, gold, and more.

    You'll find two types of benefits: **Gift Cards** and **Offers**.
  </Step>

  <Step title="Select a gift card">
    Click on the **Gift Card** section and choose a brand. Each gift card shows a discounted price. Review the how-to-redeem instructions, terms and conditions, and voucher details on the product page.
  </Step>

  <Step title="Choose quantity and add to cart">
    Select the quantity of the gift card you want to buy and click **Buy Now**. Proceed to your **Cart** and click **Proceed to Checkout**.
  </Step>

  <Step title="Fill in details and checkout">
    Enter your relevant details and click **Use Details**, then **Checkout Now**.
  </Step>

  <Step title="Complete payment">
    Select from available payment options — **UPI**, **Cards**, or **Netbanking**. Enter your payment details and click **Verify and Pay**.
  </Step>

  <Step title="Receive your voucher">
    Once payment is completed, the gift voucher will be sent to your registered email address.
  </Step>
</Steps>


# Redeeming Points on Empuls
Source: https://help-empuls.xoxoday.com/demo-library/redeem-points

Watch a walkthrough of redeeming reward points on Empuls, covering how employees browse and redeem their earned points.

<iframe />

## Steps

<Steps>
  <Step title="Access the Redeem tab">
    From your Empuls homepage, click the **Redeem** tab on the right side of the menu to open the Empuls reward store.
  </Step>

  <Step title="Browse categories">
    Explore available categories such as merchandise, gift cards, and more. Select the **Gift Card** category to browse 100+ popular brands.
  </Step>

  <Step title="Choose a voucher">
    Select the gift card brand or product voucher you'd like to redeem. Review how to use it, terms and conditions, and voucher details.
  </Step>

  <Step title="Set denomination and quantity">
    Add the denomination you want and specify the quantity you wish to purchase.
  </Step>

  <Step title="Redeem">
    Click **Redeem** to proceed. Review the order summary, then confirm your order.
  </Step>

  <Step title="Receive your voucher">
    The gift card voucher will be sent to you via email. You'll also find a summary of your order in the platform.
  </Step>
</Steps>


# Set Up Reward Campaigns
Source: https://help-empuls.xoxoday.com/demo-library/reward-campaigns

See reward campaigns in action on Empuls, with launching structured reward campaigns across teams explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Navigate to Reward Campaigns">
    Go to **Reports and Admin → Programs → Reward Campaigns**, then click **Create Reward Campaign**.
  </Step>

  <Step title="Step 1 — Name and configure awards">
    Give the campaign a name and brief description. Select the awards to include and set nomination limits for each (unlimited or a specific cap).

    Set the planned points allocation — this is for tracking planned vs. actual usage only, not a hard budget limit.
  </Step>

  <Step title="Step 2 — Define stakeholders">
    Choose the stakeholders who will be notified via email announcements and programme banners.
  </Step>

  <Step title="Step 3 — Set timelines">
    Specify the campaign's start date (when nominations open), the end date for nominations, and the reward cycle close date.

    Configure the announcement email for stakeholders and set up the homepage banner. Then choose recurrence — weekly, bi-weekly, or one-time.
  </Step>

  <Step title="Step 4 — Review governance rules">
    Review and configure award governance rules. Each rule has three modes:

    * **Observe** — logs violations for admin review without blocking
    * **Advice** — warns users but allows the action
    * **Restricted** — blocks the action and prompts the user to make changes

    Key rules include reciprocity restriction, repetitive recognition control, approver limits, reward distribution balancing, and nomination caps.
  </Step>

  <Step title="Save and schedule">
    Click **Save and Continue** to finalise the campaign. It will run according to your configured timeline and recurrence.
  </Step>
</Steps>


# Scheduled Award Reveal
Source: https://help-empuls.xoxoday.com/demo-library/scheduled-award-reveal

See scheduled award reveals in action on Empuls, with holding award posts to reveal winners at a set time explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Set up your awards as usual">
    Create and approve awards through your normal recognition workflow.
  </Step>

  <Step title="Enable scheduled reveal">
    Choose to hold all award posts and point releases instead of publishing them immediately.
  </Step>

  <Step title="Set the reveal date and time">
    Pick the exact date and time when all winners should be announced. The platform handles distribution automatically.
  </Step>

  <Step title="Winners are revealed together">
    At the scheduled moment, all award posts and points are released at once — creating a company-wide moment rather than a trickle of notifications.
  </Step>
</Steps>

<Note>
  A coordinated reveal builds anticipation and turns recognition into a shared, high-impact event.
</Note>


# Schedule & Auto-Deliver Custom Reports
Source: https://help-empuls.xoxoday.com/demo-library/scheduled-custom-reports

Watch how to build custom reports with raw data built in and schedule automatic delivery to any stakeholder on Empuls.

<iframe />

## Steps

<Steps>
  <Step title="Open Custom Reports">
    Go to **Reports and Admin → Reports → Custom Reports**, then click **Create Custom Report**.
  </Step>

  <Step title="Choose the report type">
    Pick **Data report** to build a custom tabular report with your choice of raw data fields, or **Summary report** for a pre-configured dashboard summary.
  </Step>

  <Step title="Build with raw data and filters">
    Select your source data, add the fields you need, and apply filters — all from inside Custom Reports, without switching modules.
  </Step>

  <Step title="Set a delivery schedule">
    Turn on scheduling and choose a frequency — **daily, weekly, monthly, or quarterly**.
  </Step>

  <Step title="Select the audience">
    Add the recipients or target audience (for example, BU heads, HODs, or managers). Reports are then delivered automatically, with no manual export.
  </Step>
</Steps>


# Shop Category Management
Source: https://help-empuls.xoxoday.com/demo-library/shop-management

This demo shows redemption shop management in Empuls, including adding products and managing gift card availability.

<iframe />

## Steps

<Steps>
  <Step title="Go to Manage Shops">
    Click **Reports and Admin → Manage Shops**. You'll see a list of all existing in-house products.
  </Step>

  <Step title="Enable or disable products">
    Toggle the enable/disable switch on any product to control its visibility in the store.
  </Step>

  <Step title="Add a new in-house product">
    Click **Add In-House Item**. Fill in:

    * Product image
    * Name and description
    * Price and currency
    * Fulfilment details (how the item is delivered or redeemed)
    * Terms and conditions (any constraints or eligibility criteria)

    Click **Confirm and Save** — the product will be added to your catalog and made available to eligible employees.
  </Step>

  <Step title="Manage gift cards">
    Use the gift card section to **enable or disable specific gift card brands** that appear in the redemption store.
  </Step>

  <Step title="Enable Amazon store (US only)">
    For US-based organisations, there's an option to enable a dedicated **Amazon store** for employees within the shop settings.
  </Step>
</Steps>


# Slack Integration
Source: https://help-empuls.xoxoday.com/demo-library/slack-integration

This demo shows the Slack integration in Empuls, including recognizing teammates and managing rewards inside Slack.

<iframe />

## Steps

<Steps>
  <Step title="Set up the integration with IT">
    Work with your IT team to configure the Empuls integration with Slack. Once done, Empuls appears as a separate app within your Slack workspace.
  </Step>

  <Step title="Employee access within Slack">
    Employees can directly in Slack:

    * Recognise and redeem awards
    * View the Wall of Fame
    * Check the leaderboard
    * Respond to surveys and quiz invites
    * Manage high-priority pending actions
  </Step>

  <Step title="Admin configuration">
    Admins can configure how Empuls behaves within Slack — deciding which post types appear in specific channels. Set up dedicated channels for:

    * Leaderboard updates
    * Appreciations and recognitions
    * Other announcement types
  </Step>

  <Step title="Empuls chatbot">
    Employees get a one-on-one chat with the Empuls bot in Slack. The bot provides notifications about awards, appreciations, and updates related to their close circle — keeping recognition visible and timely.
  </Step>
</Steps>


# Smart Recognition on Empuls
Source: https://help-empuls.xoxoday.com/demo-library/smart-recognition

See AI-powered smart recognition in action on Empuls, with how AI helps write more meaningful, less biased recognition explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Navigate to nominate or award">
    Go to the nomination or instant award section and select the person you want to recognise.
  </Step>

  <Step title="Review the smart recommendation">
    When you select someone, the system automatically checks how often you've recognised this person in the past and surfaces a **smart recommendation**.
  </Step>

  <Step title="Act on the insight">
    The recommendation may remind you if it's been a while since you last recognised this person, or flag if you've recognised them recently. Use this insight to decide the best course of action.
  </Step>

  <Step title="Proceed with recognition">
    Once you've reviewed the recommendation, proceed with nominating or awarding as usual.
  </Step>
</Steps>

<Note>
  Smart Recognition is designed to reduce bias in the recognition process — helping managers, HR professionals, and employees recognise a broader range of team members more equitably.
</Note>


# Transaction Audit Report
Source: https://help-empuls.xoxoday.com/demo-library/transaction-audit-report

See the transaction audit report in action on Empuls, with downloading a full record of credits, redemptions, and expirations explained step by step.

<iframe />

## Steps

<Steps>
  <Step title="Open the Reports section">
    Navigate to Reports in the Admin Dashboard.
  </Step>

  <Step title="Select the transaction audit report">
    Choose the report that covers point credits, redemptions, and expirations.
  </Step>

  <Step title="Choose a date range">
    Set the date range you need — for an audit, a budget reconciliation, or a compliance review.
  </Step>

  <Step title="Download the report">
    Generate and download a single file with the full transaction picture, replacing the need to stitch multiple reports together.
  </Step>
</Steps>

<Note>
  Built for finance teams and compliance reviews — one file gives you a complete, audit-ready reward transaction trail.
</Note>


# Fitness challenges
Source: https://help-empuls.xoxoday.com/employees/benefits/fitness-challenges

Join fitness challenges, connect your smartwatch or fitness tracker, track progress on the leaderboard, and earn rewards for hitting milestones.

Empuls fitness challenges are company-organized wellness programs that track physical activity through connected devices. Compete with colleagues on leaderboards and earn reward points for hitting milestones. Challenges range from daily step goals to weekend running events, and your activity syncs automatically from your existing fitness apps with no manual logging required.

<Note>
  Fitness challenges must be enabled by your organization's admin. If you do not see **Fitness Challenges** in your left menu under **Incentives**, contact your HR team to check whether the feature is active for your account.
</Note>

## Video walkthrough

<iframe />

## Available challenge types

Your organization can run any of the following pre-built challenge templates:

| Challenge               | What's tracked                    | Duration          | Resets  |
| ----------------------- | --------------------------------- | ----------------- | ------- |
| Stepathon               | Daily steps                       | 1st–21st of month | Monthly |
| Workout Warrior         | Workout minutes (max 120 min/day) | 1st–21st of month | Monthly |
| 5K Weekend Run          | Distance (km)                     | Saturday–Sunday   | Weekly  |
| 10K Weekend Run         | Distance (km)                     | Saturday–Sunday   | Weekly  |
| Half Marathon (21.1 km) | Distance (km)                     | Saturday–Sunday   | Weekly  |
| Full Marathon (42.2 km) | Distance (km)                     | Saturday–Sunday   | Weekly  |

## Browse and join a challenge

<Steps>
  <Step title="Navigate to Fitness Challenges">
    In the left navigation menu on web or incentive menu on the mobile app, go to **Incentives > Fitness Challenges**. You see all challenges your organization has enabled.
  </Step>

  <Step title="Browse available challenges">
    Each challenge appears as a card with the challenge image, name, description, start date, daily goal, and your enrollment status (**Enrolled** or **Not Enrolled**).

    <Frame>
      <img alt="Fitness challenge card showing enrollment status on mobile" title="Fitness challenge card" />
    </Frame>
  </Step>

  <Step title="Open challenge details">
    Click a challenge card to open the details modal. You can review the full description, start date, daily goal, and the number of participants who have already joined.

    <Frame>
      <img alt="Fitness challenge details modal with daily goal and participants" title="Fitness challenge details" />
    </Frame>
  </Step>

  <Step title="Join the challenge">
    Click **Join Challenge** to enroll. You are added to the leaderboard and can start earning credit as soon as your fitness device syncs activity.

    <Frame>
      <img alt="Confirmation after joining a fitness challenge in Empuls" title="Joined fitness challenge confirmation" />
    </Frame>
  </Step>
</Steps>

## Connect your fitness device

After joining a challenge, Empuls prompts you to connect a fitness tracker so your activity syncs automatically.

<Steps>
  <Step title="Scan the QR code">
    A QR code modal appears after you join. Scan it with your phone camera to download the Empuls mobile app if you haven't already.

    <Frame>
      <img alt="QR code prompt to download the Empuls mobile app for device sync" title="Empuls mobile app QR code" />
    </Frame>
  </Step>

  <Step title="Open the Empuls mobile app">
    Launch the Empuls app on your phone and sign in with your work credentials.
  </Step>

  <Step title="Connect your fitness device">
    Follow the in-app prompts to connect your smartwatch or fitness app. Your activity data will then sync automatically to Empuls.
  </Step>
</Steps>

<Note>
  Supported fitness platforms: **Apple Health**, **Google Fit**, **Fitbit**, **Strava**, **Samsung Health**, and **Garmin**. You need a compatible device or app to participate in activity-tracked challenges.
</Note>

<Tip>
  For help setting up the mobile app, see [Mobile app](/employees/getting-started/mobile-app).
</Tip>

## Track your progress

### Leaderboard

Open any challenge you've joined and click **View Scoreboard** to see how you rank against your colleagues.

* The **Monthly** tab shows rankings for the current period and lets you browse past periods using the date filter (this month, previous month, this quarter, previous quarter, calendar year, or custom dates).
* Each row shows participant name, designation, department, and total points or steps.
* Click **See All** to expand the full leaderboard in a searchable modal.

### Milestone rewards

Click the **Rewards** tab on the scoreboard to see your milestone progress.

* A road-map visualization shows each milestone in the challenge, with markers indicating the threshold you need to reach.
* Achieved milestones are highlighted. Milestones where rewards have already been distributed are also marked.
* Reward points are credited to your Empuls wallet automatically when you hit a milestone — no action needed on your part.

## Homepage fitness widget

A fitness carousel appears on your Empuls home page, showing up to three active challenges at a glance.

* For challenges **you've joined**: the widget displays the top four leaderboard entries so you can track your standing without navigating away.
* For challenges **you haven't joined**: the widget shows the challenge banner, description, and start date, with a **Join Challenge** button to enroll directly.

## Leave a challenge

<Steps>
  <Step title="Open the challenge">
    Navigate to **Incentives > Fitness Challenges** and click the challenge you want to leave.
  </Step>

  <Step title="Leave the challenge">
    In the details modal, click **Leave Challenge**.
  </Step>

  <Step title="Confirm">
    Confirm your decision in the dialog that appears.
  </Step>
</Steps>

<Warning>
  Leaving a challenge removes you from the leaderboard immediately. You can rejoin the same challenge later, but your previous progress and ranking are not restored.
</Warning>

## FAQs

<AccordionGroup>
  <Accordion title="Do I need a smartwatch to participate?">
    You need a compatible fitness device or app to participate in challenges that track steps, distance, or workout minutes. Supported platforms include Apple Health, Google Fit, Fitbit, Strava, Samsung Health, and Garmin. Without a connected device, your activity will not sync and your score will remain zero.
  </Accordion>

  <Accordion title="Which fitness apps and devices are supported?">
    Empuls supports **Apple Health**, **Google Fit**, **Fitbit**, **Strava**, **Samsung Health**, and **Garmin**. Connect your preferred platform through the Empuls mobile app.
  </Accordion>

  <Accordion title="How often does my activity data sync?">
    Activity data syncs automatically through the Empuls mobile app and your connected fitness platform. Sync frequency depends on your device settings. For the most up-to-date leaderboard position, open the Empuls mobile app to trigger a manual sync.
  </Accordion>

  <Accordion title="Can I rejoin a challenge after leaving?">
    Yes, you can rejoin a challenge at any time while it is still active. However, your previous leaderboard position and accumulated score are not restored — you start fresh from the day you rejoin.
  </Accordion>

  <Accordion title="Where do I see my milestone rewards?">
    Go to the **Rewards** tab on the challenge scoreboard. Milestone rewards are also credited to your Empuls reward points wallet automatically. You can view your wallet balance under **Redeem > My Balance**.
  </Accordion>

  <Accordion title="What happens if I don't see Fitness Challenges in my menu?">
    The Fitness Challenges feature must be enabled by your organization's admin. If you do not see it under **Incentives**, contact your HR or admin team and ask them to enable a fitness challenge template for your organization.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Health & wellness" icon="heart-pulse" href="/admin/benefits/health-wellness">
    Explore gym memberships, health checkups, and other wellness benefits available through Empuls.
  </Card>

  <Card title="Mobile app" icon="mobile" href="/employees/getting-started/mobile-app">
    Set up the Empuls mobile app to connect your fitness device and sync activity data.
  </Card>

  <Card title="Redeem points" icon="coins" href="/employees/redemption/redeem-points">
    Use the reward points you earn from fitness milestones to redeem gifts and benefits.
  </Card>
</CardGroup>


# Multi benefits card
Source: https://help-empuls.xoxoday.com/employees/benefits/multi-benefits-card

Learn how to use your Empuls Multi-Benefit Card to spend tax-free across meals, fuel, books, telecom, and more, boosting your take-home salary.

Tax-saving benefits are financial benefits your employer offers to maximise your savings by reducing your taxable income. By spending eligible amounts on meals, fuel, books, telecom, and similar categories through the Empuls Multi-Benefit Card, you lower your taxable income and increase your take-home salary.

The Empuls Multi-Benefit Card consolidates every tax-saving allowance onto a single virtual and physical RuPay card. It replaces traditional methods like food coupons and fuel cards, so you can spend tax-free electronically across categories your employer enables. Under the updated income-tax limits w\.e.f. 1 April 2026, the card unlocks over **₹1.93 lakh of tax-free spending each year** across meals, fuel, telecom, and books, which translates to roughly **₹60,000+ in annual tax savings at the 30% slab**.

## What the Multi-Benefit Card replaces

A single card replaces food coupons, fuel cards, and paper reimbursement claims. Funds your employer loads to each category are tax-free under Indian income-tax rules, and you spend them at participating merchants or upload bills for reimbursement.

| Allowance               | What you can spend on                      | Example merchants                   |
| ----------------------- | ------------------------------------------ | ----------------------------------- |
| **Meal allowance**      | Dining, groceries, food delivery           | Swiggy, Zomato, Zepto, Domino's     |
| **Fuel allowance**      | Fuel and driver salary                     | HP, Indian Oil, Bharat Petroleum    |
| **Books & periodicals** | Books, journals, learning platforms        | Online learning vendors, bookstores |
| **Telecom allowance**   | Mobile and broadband bills                 | Airtel, Jio, BSNL, ACT              |
| **Reimbursement**       | Eligible work expenses with bills uploaded | Per your organization's policy      |

<Note>
  Your employer chooses which categories to enable and how much to allocate per category. If a category isn't visible in your card view, it isn't part of your program.
</Note>

## What changed w\.e.f. 1 April 2026

India's updated income-tax rules raised the tax-free ceilings for several benefit types your card supports. Higher ceilings mean more of your salary lands as tax-free spending power instead of being taxed at your marginal slab rate.

| Benefit                                   | Before           | w\.e.f. 1 April 2026 | Annual impact                                                   |
| ----------------------------------------- | ---------------- | -------------------- | --------------------------------------------------------------- |
| Meal vouchers                             | ₹50/meal         | ₹200/meal            | Up to \~₹1.05 lakh/year (2 meals × 22 working days × 12 months) |
| Gift cards & vouchers                     | ₹5,000/year      | ₹15,000/year         | 3× more tax-free gifting                                        |
| Children education allowance (old regime) | ₹100/month/child | ₹3,000/month/child   | ₹36,000/year per child                                          |
| Hostel allowance (old regime)             | ₹300/month/child | ₹9,000/month/child   | ₹1.08 lakh/year per child                                       |

## Why the Multi-Benefit Card

<CardGroup>
  <Card title="Instant activation" icon="bolt">
    Your individual wallet activates as soon as KYC is approved with zero waiting period.
  </Card>

  <Card title="Digital and physical RuPay cards" icon="credit-card">
    Spend online using the virtual card and in-store or at-pump using the physical RuPay card.
  </Card>

  <Card title="Real-time balances" icon="chart-line">
    See per-category balances and every transaction live on the dashboard.
  </Card>

  <Card title="Mobile app" icon="mobile">
    Access the digital card on the go, freeze it instantly, and review transactions. Available on iOS and Android.
  </Card>
</CardGroup>

## Before you start

* Your employer must have a tax-benefit program enabled and you must be added as a beneficiary. If you don't see a benefit program in your account, ask your HR admin whether you're enrolled.
* You must complete KYC with the card provider before your card can be used. KYC is fully digital and takes a few minutes.

## What you can see

Once enrolled, your benefits view shows:

* **Card status**: Active, KYC Pending, or Blocked.
* **Per-category balance**: available amount for each enabled category (for example, ₹2,000 in Meals, ₹1,500 in Fuel).
* **Transaction history**: every credit (when your admin allocates funds) and debit (when you spend) with date, merchant, amount, and category.
* **Virtual and physical card**: virtual card details for online spending and the physical RuPay card for in-store and at-pump use.

## Complete KYC

When you're enrolled as a beneficiary, the card provider sends a KYC link to your registered email. Follow the email instructions to verify your identity and activate the card. Until KYC is complete, your card status shows **KYC Pending** and transactions are declined.

## Spend your benefit balance

Use your virtual card for online purchases or your physical RuPay card at participating merchants. The card provider routes each transaction to the matching category wallet automatically. If the merchant category does not match the benefit category, or you don't have enough balance in that category, the transaction is declined and shown on your transaction history with a reason.

<Tip>
  Use the mobile app to view your virtual card on the go, freeze it instantly if you misplace your physical card, and check balances before you spend.
</Tip>

## Track your transactions

Your transaction list shows credits, debits, and declines. Use the search and date filter to find a specific transaction. If a transaction was declined, the reason appears next to the row. Common reasons include insufficient category balance or a merchant category that doesn't match the benefit type.

## Limits and gotchas

* Balances roll over according to the rules your employer sets. Ask your HR team if you're unsure when a category resets.
* Lost or stolen cards must be reported through the card provider, not through Empuls.
* Unused balance does not convert to reward points or cash.
* Tax-benefit balances are independent of your reward points and cannot be redeemed in the [Empuls store](/employees/redemption/redeem-points). They follow the income-tax rules for each benefit category.

## Related

<CardGroup>
  <Card title="Perks store" href="/employees/benefits/perks-overview">
    Discounted gift cards and exclusive deals available to all employees.
  </Card>

  <Card title="Redeem reward points" href="/employees/redemption/redeem-points">
    Use the reward points you've earned through recognition.
  </Card>
</CardGroup>


# Perks store
Source: https://help-empuls.xoxoday.com/employees/benefits/perks-overview

Explore Empuls Perks like discounted gift cards, exclusive deals, cashback offers, and corporate partnerships across 25+ categories, free for all employees and learn how to reedem perks.

The Perks & Benefits module gives every employee in your organization access to a curated marketplace of savings spanning retail, dining, travel, wellness, and more. Whether you want to stretch your paycheck further with a discounted gift card, grab an exclusive coupon, or access corporate partner deals, the Perks Store puts it all in one place at no cost to employees.

## Redeem gift vouchers walkthrough

<iframe />

## What is the Perks Store?

The Empuls Perks Store connects employees to **20,000+ brands** across **25+ categories**, offering discounts, cashback rewards, and exclusive corporate deals. A US household earning \$90,000 annually saves over \$7,000 through the program (the equivalent of a 7.8% pay raise) simply by redirecting everyday spending through the store.

Navigate to **Benefits** from the left menu, then select **Perks Store** to access all available offers.

<Info>
  Perks are completely free for employees. There is no subscription fee or minimum spend required to access the store.
</Info>

## Types of perks available

<CardGroup>
  <Card title="Discounted gift cards" icon="gift">
    Buy gift cards from 6,000+ local and international brands at 5–50% off the face value. Use them for yourself or send them as gifts to friends and family.
  </Card>

  <Card title="Exclusive deals" icon="tag">
    Curated coupon codes and promotional offers available only to your organization's employees, covering food, groceries, travel, and more.
  </Card>

  <Card title="Cashback offers" icon="coins">
    Earn cashback on purchases with select brands. Accumulated cashback points can be redeemed at checkout on future orders.
  </Card>

  <Card title="Corporate offers" icon="building">
    Special access to partner brands including Samsung consumer electronics, ekincare health benefits, and Nova insurance assistance.
  </Card>
</CardGroup>

## Perks categories

The Empuls perks network spans more than 25 categories, including:

* **Retail & Shopping** — Discounts at major retailers, online marketplaces, and specialty stores
* **Dining & Beverages** — Restaurant partnerships, food delivery discounts, coffee shop deals
* **Travel & Hospitality** — Airline miles, hotel discounts, car rental deals, vacation packages
* **Wellness & Fitness** — Gym memberships, wellness apps, mental health services, health coaching
* **Financial & Insurance** — Banking benefits, insurance discounts, investment platform access
* **Entertainment & Experiences** — Event tickets, streaming services, entertainment venue discounts

## How to use discounted gift cards and cashback

<Steps>
  <Step title="Navigate to Discounted Gift Cards">
    Go to **Benefits > Perks Store > Discounted Gift Cards**. Select your country using the toggle at the bottom of the page to see locally available brands.

    <Frame>
      <img alt="Discounted Gift Cards page in the Empuls Perks Store with country selector" title="Discounted Gift Cards page in the Empuls Perks Store" />
    </Frame>
  </Step>

  <Step title="Filter and browse">
    Use category filters and offer type filters to narrow down your options. Browse by brand or discount level.
  </Step>

  <Step title="Select a brand and denomination">
    Click a brand card — for example, Amazon — then select the denomination and quantity you want. Choose whether you are buying for yourself or sending as a gift.
  </Step>

  <Step title="Complete your order">
    Proceed to the cart and click **Checkout**. On the Order Summary page, review your email and contact details, then click **Complete Order**. Enter payment details on the payment gateway page and click **Proceed**.
  </Step>

  <Step title="Receive your gift card">
    Your discounted gift card is sent to your registered email address. If you have accumulated cashback points, you can apply them at checkout to reduce the amount you pay.
  </Step>
</Steps>

<Tip>
  You can send discounted gift cards directly to friends or family by filling in their name, email, a personal message, and the occasion at the gift step.
</Tip>

## How to use exclusive deals

<Steps>
  <Step title="Navigate to Exclusive Deals">
    Go to **Benefits > Perks Store > Exclusive Deals**.
  </Step>

  <Step title="Filter by category">
    Browse deals filtered by category to find offers relevant to your interests.
  </Step>

  <Step title="Redeem the coupon code">
    Click the deal you want to use. A page displays the coupon code — copy it and follow the redemption instructions on the partner's website.
  </Step>
</Steps>

## Corporate offers

Empuls partners with select brands to provide deeper benefits across health, electronics, and insurance:

* **Samsung** — Access deals and cashback offers on a wide range of Samsung electronics and appliances through the Empuls-Samsung corporate partnership.
* **ekincare** — Exclusive physical and mental health benefits, including preventive health programs and wellness support.
* **Nova Benefits** — Free expert insurance advice to help employees identify plans that match their needs and achieve financial stability.

<Note>
  Corporate offer availability may vary by organization. Contact your HR team or reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com) if you have a specific corporate offer you would like to see added.
</Note>

## For admins: enabling the Perks Store

The Perks Store is part of the Perks & Benefits module. Your organization's Empuls plan must include this module for the store to appear under **Benefits** in the employee navigation. If the Perks Store is not visible for your employees, contact [cs@xoxoday.com](mailto:cs@xoxoday.com) to confirm your plan and enable the module.

Once enabled, the store launches immediately — no custom configuration is required. Employees can access it via **Home → My Benefits** in the navigation.

## Related topics

<CardGroup>
  <Card title="Health & wellness benefits" icon="heart-pulse" href="/admin/benefits/health-wellness">
    Gym memberships, doctor consultations, mental health support, and wellness programs.
  </Card>

  <Card title="Early salary" icon="money-bill-wave" href="/employees/benefits/perks-overview">
    Access earned wages before payday and save on taxes with the multi-benefit card.
  </Card>
</CardGroup>


# Gamezone
Source: https://help-empuls.xoxoday.com/employees/engagement/gamezone

Engage employees with Empuls Gamezone: play casual games, compete on leaderboards, earn points, and make the workday more fun with a built-in gaming experience.

<Frame>
  <img alt="Empuls Gamezone landing page with casual game categories and tiles" />
</Frame>

Gamezone is a built-in games library inside Empuls. Browse a curated catalog of casual games — puzzles, arcade, sports, word games — pick one, and play in a sandboxed window without leaving Empuls. Your recently played games stay on the front page so you can jump back in next time.

<Note>
  Gamezone must be enabled by your organization's admin. If you don't see a **Games** entry in your navigation, ask your HR team to check whether the feature is enabled for your role.
</Note>

## Open Gamezone

The Games landing page opens.

The landing page has three main areas:

* **Banner** — A promotional banner at the top.
* **Recently played** — A horizontal row of games you've recently opened. The row appears only after your first play.
* **Categories** — Rows of games grouped by category. **Featured** appears first; the rest are alphabetical (Arcade, Puzzle, Racing, Sports, Word, and more).

## Play a game

<Steps>
  <Step title="Pick a game">
    Click a game tile from any row. You can also browse a full category by clicking **See all** at the end of a row.
  </Step>

  <Step title="Wait for it to load">
    The game opens in a sandboxed window inside Empuls. The first launch may take a moment as the game loads.
  </Step>

  <Step title="Play">
    Use your keyboard, mouse, or touchscreen — depending on the game. Game controls live entirely inside the game window.
  </Step>

  <Step title="Exit">
    Close the game window to return to Gamezone. Your last-played game appears in the Recently played row on the landing page.
  </Step>
</Steps>

## Browse a full category

<Steps>
  <Step title="Open See all">
    Each category row has a **See all** link at the right. Click it to open the full category grid.
  </Step>

  <Step title="Browse the grid">
    Scroll through every game in the category. Tile previews show the game image and title.
  </Step>

  <Step title="Pick a game">
    Click any tile to launch the game in the sandboxed window.
  </Step>
</Steps>

## Recently played

Once you've played at least one game, a **Recently played** row appears near the top of the landing page. It tracks your most recent plays across sessions so you don't have to dig through categories to find a favorite again.

<Tip>
  The Recently played history is per-user and synced from your Empuls account, so the same row shows up whether you're on web, mobile, or in Microsoft Teams (where Empuls is also available).
</Tip>

## Languages

Game titles and category names adapt to your Empuls language preference where translations are available. Change your language under **Account preferences** in your profile menu.

## Limits and gotchas

* Some games require fast networks. If a game keeps loading without starting, check your network or try a different game.
* Game progress and high scores are tracked **inside each game**, not by Empuls. Clearing browser storage may reset in-game progress on some titles.
* Games are rated for general audiences. If you encounter content concerns, report them to your HR or Empuls admin.
* Gamezone is a free-play feature. You don't earn Empuls reward points by playing — for points-tied programs, see [Fitness challenges](/employees/benefits/fitness-challenges) and recognition awards.

## Related

<CardGroup>
  <Card title="Fitness challenges" href="/employees/benefits/fitness-challenges">
    Earn reward points for activity tracked through your fitness device.
  </Card>

  <Card title="Mobile app" href="/employees/getting-started/mobile-app">
    Play Gamezone on the go.
  </Card>

  <Card title="Account preferences" href="/employees/getting-started/notifications">
    Change your language and notification settings.
  </Card>
</CardGroup>


# Quick links
Source: https://help-empuls.xoxoday.com/employees/engagement/quick-links

Add and manage quick links in Empuls to give employees one-click access to important tools, internal resources, and external platforms directly from the homepage.

Quick links is a personal shortcut hub built into Empuls — a place to keep links you reach for daily, like your HR portal, expense tool, project tracker, or favorite team docs. Add, rename, reorder, and remove links from a single page. The links you add are private to you.

## Open quick links

From the Empuls left navigation, click **Quick Links**. If you don't see it, your admin may not have enabled this feature for your role — ask your HR team.

<Frame>
  <img alt="Quick Links page in Empuls with personal shortcut tiles" />
</Frame>

## Add a link

<Steps>
  <Step title="Click + Add link">
    The link form opens.

    <Frame>
      <img alt="Add Link form with title, URL, and icon fields" title="Add Link form" />
    </Frame>
  </Step>

  <Step title="Enter the title">
    Use the name you'd recognize — e.g., "Workday timesheets", "Expense report".
  </Step>

  <Step title="Paste the URL">
    Both internal company URLs and external links are supported.
  </Step>

  <Step title="Pick an icon (optional)">
    Choose from a small library, or upload a custom favicon.
  </Step>

  <Step title="Save">
    The link appears on your Quick Links page.
  </Step>
</Steps>

## Reorder links

Drag a link tile to a new position. Order is per-user — your colleague's view stays unchanged.

## Edit or delete a link

Hover over any tile to reveal **Edit** and **Delete** icons. Edit updates the title, URL, or icon; delete removes the link permanently (no undo).

## Use across devices

Quick Links are tied to your Empuls account, so they appear on web, mobile, and Microsoft Teams. Adding a link on one device makes it instantly available on all of them.

## Tips

<Tip>
  Pin frequent admin destinations (Admin Hub, reports, budgets) as Quick Links if you spend a lot of time in those workflows. The icon-first layout makes them faster to scan than the full left navigation.
</Tip>

## Limits and gotchas

* Quick Links is private. There's no sharing with teammates from this page.
* A reasonable cap (around 20 links) keeps the page scannable; the system doesn't hard-limit but performance favors small lists.
* Links to internal Empuls URLs work normally — they navigate within the app without a reload.

## Related

<CardGroup>
  <Card title="Account preferences" href="/employees/getting-started/notifications">
    Other personal settings.
  </Card>

  <Card title="Employee profile" href="/employees/getting-started/employee-profile">
    Your profile and identity settings.
  </Card>
</CardGroup>


# Yearbook
Source: https://help-empuls.xoxoday.com/employees/engagement/yearbook

Receive a downloadable Yearbook compiled from every wish, recognition, and signature posted to your Wishboard.

A Yearbook is a compiled digital keepsake from a [Wish Board](/employees/socials/wish-board). When the celebration window ends — your birthday, work anniversary, milestone year, or farewell — Empuls automatically gathers every wish, photo, GIF, and signature into a page-by-page book you can keep.

## When you get a Yearbook

You receive a Yearbook for each celebration that ran a Wish Board on your behalf:

* Your birthday (annual)
* Each work anniversary
* Each service-award milestone (1 yr, 3 yr, 5 yr, etc.)
* Welcome / new-joiner Wish Boards (on your start)
* Farewell Wish Boards (on your exit)

You'll get an in-app and email notification when the Yearbook is ready, typically within 24 hours of the Wish Board window closing.

## What's inside

A Yearbook has the following structure:

| Page                 | Content                                                                         |
| -------------------- | ------------------------------------------------------------------------------- |
| **Cover**            | Title, celebration occasion, your name and photo                                |
| **Wish pages**       | Every wish posted to the board, one or more per page, paginated for readability |
| **Signature pages**  | Compiled signature collection if your Wish Board had signature pages            |
| **Photo gallery**    | All photos posted to the board, full-bleed                                      |
| **Recognition wall** | Recognitions you received during the celebration window                         |
| **Closing page**     | Stats — number of wishes, signatures, contributors                              |

The exact composition depends on what teammates contributed.

## View your Yearbook

<Steps>
  <Step title="Open the notification or link">
    Click the **View your Yearbook** link in the in-app notification or email.
  </Step>

  <Step title="Flip through pages">
    Use the page navigation at the bottom — arrow keys, swipe, or click the page edges.
  </Step>

  <Step title="Read each wish">
    Click any wish to enlarge it. Comments, reactions, and timestamps are preserved.
  </Step>
</Steps>

## Download your Yearbook

Yearbooks are downloadable as PDF. Click **Download PDF** from the Yearbook viewer. The download includes all pages exactly as they appear in the viewer.

For more elaborate keepsakes — for example, a printed photo book — the Empuls supply chain partner can print and ship a physical version if your admin has enabled the option. Look for **Order printed copy** on the viewer.

## Share your Yearbook

Yearbooks are private to you by default. You can:

* **Share via internal link** — Send the Yearbook URL to a specific colleague (Empuls login required).
* **Share PDF** — Send the PDF outside Empuls.
* **Make public to your org** — Only available for milestone anniversaries; turns the Yearbook into a public page on the [Wall of Fame](/employees/recognitions/wall-of-fame).

## Yearbook history

All your past Yearbooks remain accessible from your profile under the **Yearbooks** tab. Browse by year or occasion.

## Limits and gotchas

* Yearbooks generate once the Wish Board window closes. Wishes posted after generation don't appear.
* Photo and GIF quality in the PDF matches what was uploaded. Low-res images stay low-res.
* Privacy of individual wishes is governed by who could see them on the Wish Board — wishes from a private group remain private in the Yearbook.

## Related

<CardGroup>
  <Card title="Wish Board" href="/employees/socials/wish-board">
    Where the wishes come from.
  </Card>

  <Card title="Celebrations" href="/employees/socials/celebrations">
    Discover upcoming celebrations.
  </Card>

  <Card title="Service awards & milestones" href="/admin/gifts/milestones-service-awards">
    Admin configuration that drives Yearbook automation.
  </Card>
</CardGroup>


# Your data and privacy
Source: https://help-empuls.xoxoday.com/employees/getting-started/data-privacy

Learn what Empuls stores about you, how to export your data, and how to request deletion under GDPR, CCPA, and similar privacy frameworks.

Empuls stores work-related data about you — profile fields synced from your HR system, recognitions you've given and received, redemption history, survey responses, social posts. You have rights over that data: you can export a copy, request specific items be deleted, or invoke your **Right to be Forgotten** to have your entire account removed.

## What Empuls stores about you

| Data category             | What's in it                                                 | Source                          |
| ------------------------- | ------------------------------------------------------------ | ------------------------------- |
| **Profile fields**        | Name, email, department, designation, manager, photo         | Your HR system or manual entry  |
| **Recognitions given**    | Awards and citations you've sent to colleagues               | Your activity                   |
| **Recognitions received** | Awards and citations colleagues sent to you                  | Colleagues' activity            |
| **Reward points balance** | Current and historical points                                | Recognition events, redemptions |
| **Redemption history**    | Orders placed, items received                                | Your activity                   |
| **Survey responses**      | Anonymous and identified survey responses                    | Your activity                   |
| **Social posts**          | Feed posts, comments, reactions, polls                       | Your activity                   |
| **Login records**         | Sign-in timestamps, IP addresses (last 90 days), device info | Your activity                   |

Your organization's [privacy policy](/admin/security/privacy-policy) describes the legal basis for processing each category.

## Export your data

You can request a complete export of everything Empuls holds about you:

<Steps>
  <Step title="Open data-privacy controls">
    From your profile menu, click **Privacy → My Data**, or open the URL directly.
  </Step>

  <Step title="Open data-privacy controls">
    From your profile menu, click **Privacy → My Data**, or open the URL directly.
  </Step>

  <Step title="Open data-privacy controls">
    From your profile menu, click **Privacy → My Data**, or open the URL directly.
  </Step>

  <Step title="Open data-privacy controls">
    From your profile menu, click **Privacy → My Data**, or open the URL directly.
  </Step>

  <Step title="Open data-privacy controls">
    From your profile menu, click **Privacy → My Data**, or open the URL directly.
  </Step>

  <Step title="Open data-privacy controls">
    From your profile menu, click **Privacy → My Data**, or open the URL directly.
  </Step>

  <Step title="Click Export my data">
    Empuls schedules an export job. You'll get an email when the export is ready, typically within 24 hours.
  </Step>

  <Step title="Click Export my data">
    Empuls schedules an export job. You'll get an email when the export is ready, typically within 24 hours.
  </Step>

  <Step title="Download the export">
    The export is a ZIP containing JSON files (one per data category) and any media you've uploaded. The download link expires after 7 days for security.
  </Step>

  <Step title="Download the export">
    The export is a ZIP containing JSON files (one per data category) and any media you've uploaded. The download link expires after 7 days for security.
  </Step>
</Steps>

The exported data is machine-readable and suitable for GDPR portability requests.

## Right to be Forgotten

If you're leaving the organization or want your data removed, you can request deletion of your entire Empuls account:

<Steps>
  <Step title="Open the Right to be Forgotten page">
    <Frame>
      <img alt="Right to be Forgotten page in Empuls privacy settings" />
    </Frame>
  </Step>

  <Step title="Read the impact summary">
    Empuls shows exactly what will be deleted, what will be anonymized (recognitions you gave to others — those stay on the recipient's record but show as "Anonymous"), and what is retained for legal or audit reasons (typically transaction records for the regulatory retention period).

    <Frame>
      <img alt="Impact summary detailing what is deleted or anonymized" />
    </Frame>
  </Step>

  <Step title="Read the impact summary">
    Empuls shows exactly what will be deleted, what will be anonymized (recognitions you gave to others — those stay on the recipient's record but show as "Anonymous"), and what is retained for legal or audit reasons (typically transaction records for the regulatory retention period).

    <Frame>
      <img alt="Impact summary detailing what is deleted or anonymized" />
    </Frame>
  </Step>

  <Step title="Confirm by re-entering your password">
    Empuls requires you to re-authenticate before processing this request.

    <Frame>
      <img alt="Password re-authentication prompt before account deletion" />
    </Frame>
  </Step>

  <Step title="Wait for processing">
    Deletion runs as a background job. You'll receive a confirmation email when complete — typically within 30 days, depending on your tenant's data-residency rules.
  </Step>
</Steps>

## What gets deleted vs anonymized

| What you do      | What happens to recognitions you sent                           | What happens to recognitions you received     |
| ---------------- | --------------------------------------------------------------- | --------------------------------------------- |
| Account deletion | Sender name replaced with "Anonymous" on the recipient's record | All your received recognitions deleted        |
| Account deletion | Citation text is retained (it's part of the recipient's record) | Including any reward points balance (forfeit) |

Survey responses you submitted anonymously stay anonymous. Identified survey responses are deleted with your account.

## Regional considerations

* **GDPR (EU/UK)** — Right to access, portability, rectification, and erasure all supported.
* **CCPA (California)** — Right to know, delete, and opt out supported.
* **PIPL (China)**, **PDPA (Singapore)**, **LGPD (Brazil)** — Equivalent rights supported.

Your organization may impose retention requirements (e.g., a labor-law obligation to keep employment records for a specified period) that override your deletion request for those specific records. The impact summary calls these out before you confirm.

## Limits and gotchas

* Deletion is irreversible. Once the job completes, you cannot recover your account or data.
* Some data lives on systems Empuls integrates with (your HR system, identity provider). Deletion in Empuls does not propagate there — request deletion from those owners separately.
* If you're a Super Admin, you cannot delete your own account while it's the only Super Admin on the tenant. Reassign Super Admin to a colleague first.

## Related

<CardGroup>
  <Card title="Privacy policy" href="/admin/security/privacy-policy">
    Legal terms governing data processing.
  </Card>

  <Card title="Information security" href="/admin/security/information-security">
    Technical safeguards Empuls applies.
  </Card>

  <Card title="Profile" href="/employees/getting-started/employee-profile">
    Where you can edit your profile data directly.
  </Card>
</CardGroup>


# Profile
Source: https://help-empuls.xoxoday.com/employees/getting-started/employee-profile

Access and update your Empuls profile details, including your contact info, photo, and notification preferences.

Learn how to update your profile information and manage your professional presence on Empuls.

Your Empuls profile is your professional presence on the platform. A complete, authentic profile helps colleagues discover and connect with you, identify each other's strengths, and strengthen team bonds.

<Info>
  You need to be logged into Empuls. Your profile is automatically created at sign-up but is incomplete until you add information. The more details you provide, the more discoverable you'll be.
</Info>

## Access Your Profile

<Steps>
  <Step title="Click your profile picture or avatar">
    Look for it in the upper right corner of the screen.

    <Frame>
      <img alt="Profile picture menu in the upper right corner of Empuls" />
    </Frame>
  </Step>

  <Step title="Click My Profile">
    Select this option from the modal that opens to begin making changes.
  </Step>
</Steps>

## Add a Profile Picture

<Steps>
  <Step title="Click the profile picture area">
    <Frame>
      <img alt="Profile picture area on the My Profile page ready for upload" />
    </Frame>
  </Step>

  <Step title="Select Upload Photo">
    <Frame>
      <img alt="Upload Photo option in the profile picture editor" />
    </Frame>
  </Step>

  <Step title="Choose the right format">
    Use a clear photo in JPG or PNG format, under 5MB.
  </Step>

  <Step title="Crop your image">
    Adjust it to clearly show your face and shoulders.
  </Step>

  <Step title="Save your changes">
    Your profile picture updates immediately.
  </Step>

  <Step title="(Optional) Add social profile links">
    You can link to:

    * LinkedIn
    * GitHub
    * Twitter / X
    * Personal website or blog
  </Step>
</Steps>

<Tip>
  Use a professional headshot with good lighting, a simple background, and a natural expression.
</Tip>

## Add Personal and Professional Details

<Steps>
  <Step title="Write your bio">
    Aim for 2–3 sentences covering:

    * Your professional background
    * What you're passionate about
    * What colleagues should know about you

    <Frame>
      <img alt="Bio field in the profile editor with formatting options" />
    </Frame>
  </Step>

  <Step title="List your skills and expertise">
    Include:

    * Programming languages and tools
    * Soft skills and domain knowledge
    * Languages you speak
    * Certifications you hold

    <Frame>
      <img alt="Skills and expertise tags being added on the profile page" />
    </Frame>
  </Step>

  <Step title="Add the languages you speak">
    Help colleagues know how to communicate with you.
  </Step>

  <Step title="Add your hobbies and interests">
    Share details such as:

    * Sports and fitness
    * Creative pursuits
    * Travel and exploration
    * Cooking, gaming, volunteering
  </Step>
</Steps>

## Manage Privacy Settings

<Steps>
  <Step title="Go to Privacy Settings">
    Find this in your profile editing section.

    <Frame>
      <img alt="Privacy Settings link in the profile editing section" />
    </Frame>
  </Step>

  <Step title="Adjust visibility">
    Change the visibility of your personal information, such as your birthday or date of joining.

    <Frame>
      <img alt="Profile visibility controls for birthday and date of joining" />
    </Frame>
  </Step>

  <Step title="Save your preferences">
    Click Submit to confirm your privacy choices.
  </Step>
</Steps>

## View Your Recognitions

Empuls allows you to view all your past recognitions in one place, including birthday wishes, long service awards, and yearbook entries.

To view your recognitions, scroll down the Profile page to see all the recognitions you've received. You can view wishes for birthdays, work anniversaries, and other milestones.

<Frame>
  <img alt="Recognitions section on the profile page listing received wishes and awards" />
</Frame>


# Getting started
Source: https://help-empuls.xoxoday.com/employees/getting-started/faqs

Browse frequently asked questions about getting started with Empuls on Empuls, from initial setup to day-to-day admin tasks.

## Award

<AccordionGroup>
  <Accordion title="Can employees redeem multiple items within the same order? Can recipients combine points from different awards in one order? Can employees use a credit card to pay any balance? How is credit card security ensured during redemption?">
    * The Xoxoday platform does not support redeeming multiple items in a single order.
    * Recipients can combine points from different awards to redeem a single item, providing flexibility in using their accumulated rewards.
    * Employees can use a credit card to pay any remaining balance if points do not fully cover the cost.
    * Credit card security is ensured through the Stripe payment gateway, which is PCI compliant. Credit card details are never stored on Xoxoday, keeping employee information safe.
  </Accordion>

  <Accordion title="How does Xoxoday’s employee engagement solution allow employees to view their recognitions and pending awards?">
    * Employees can access a dedicated dashboard under the “Recognize” feature to view all recognition activity, including awards sent, received, and pending.
    * The Employee Profile page provides a consolidated history of awards, badges, and recognitions over time.
    * Each recognition entry displays engagement metrics like likes, comments, and shares, highlighting social validation and visibility of appreciation.
  </Accordion>

  <Accordion title="Can employees share their recognitions directly on LinkedIn from the Xoxoday R&R platform?">
    Yes. The Xoxoday R\&R solution enables employees to seamlessly share their achievements and awards directly to LinkedIn.

    Key benefits include:

    • One-click sharing: Employees can post recognitions to their LinkedIn profiles with a single click.

    • Enhanced personal branding: Publicly sharing achievements helps employees build their professional identity and showcase accomplishments.

    • Employer branding impact: Shared recognitions reflect the organization’s recognition culture, strengthening its employer brand externally.

    This feature not only celebrates individual accomplishments but also enhances the company’s employer value proposition by highlighting its culture of appreciation on a global professional network.
  </Accordion>
</AccordionGroup>

## Award Type

<AccordionGroup>
  <Accordion title="How many award choices are available to employees at each major milestone?">
    The Xoxoday R\&R tool offers unlimited award choices for associates at each major service milestone. Our merchandising team curates a tailored catalog for every milestone level based on your approved award budgets. This catalog includes a diverse mix across all award categories to ensure employees receive meaningful options. All levels and award products are reviewed and approved before inclusion in your program.
  </Accordion>
</AccordionGroup>

## Social Intranet

<AccordionGroup>
  <Accordion title="Does the Xoxoday R&R platform allow employees and managers to track company culture trends and gamify value-based recognition?">
    Yes. The Xoxoday employee engagement solution enables employees and managers to view, track, and manage company culture trends while gamifying how organizational values are celebrated.

    Key Capabilities:

    • Culture trend insights: Dashboards showcase how company values are recognized across departments, teams, and individuals, helping leaders identify cultural strengths and areas for improvement.

    • Gamified recognition: Value-linked recognition can be gamified with badges, leaderboards, and milestones, making cultural alignment more engaging and visible.

    • Manager analytics: Managers can monitor value-driven behaviors within their teams, ensuring alignment with organizational goals.

    • Employee engagement: Employees can see how their contributions reflect company values, motivating them to embody those values consistently.

    This functionality transforms culture-building into a measurable, engaging, and gamified experience, ensuring values are not just stated but actively celebrated and reinforced at every level.
  </Accordion>

  <Accordion title="How does the platform help employees explore organizational structure and key information?">
    The platform provides tools to help employees understand the company structure and key relationships:

    • Organizational charts: Users can explore interactive org charts to understand reporting hierarchies and team structures.

    • Marking important people or groups: While marking specific users as “important” is not currently available, it can be provided as a custom feature if required.
  </Accordion>

  <Accordion title="What communication, engagement, and feedback features does the Xoxoday social intranet platform provide?">
    The Xoxoday social intranet platform offers a wide range of features to boost communication, interaction, and employee engagement across the organization.

    Email notifications

    • Automated email notifications are triggered for key activities including recognitions, awards, pending actions, scheduled surveys, announcements, and group activities.

    • Notifications can be customized in terms of frequency, content, and templates to align with organizational communication policies.

    Social interactions

    • Trending posts: Posts that receive high engagement (likes and comments) are automatically highlighted in the feed to increase visibility and participation.

    • Groups highlights: The platform supports the creation and use of groups for targeted engagement, team discussions, and recognition initiatives.

    • Likes, reactions, and comments: Users can engage with content through likes, comments, and reactions (including emojis and GIFs), turning recognition and announcements into two-way conversations.

    Feedback collection

    • A built-in feedback mechanism allows users to share feedback directly through forms, quick surveys, or a dedicated “Feedback” button.

    • All feedback can be routed to HR or administrators for follow-up and action.

    People and group suggestions

    • The platform suggests relevant groups for users to join based on their interests and activities, helping them discover communities that match their engagement goals.

    • Currently, individual user recommendations (“people you may know”) are not available.

    Safety and moderation

    • AI-powered content moderation automatically detects and blocks inappropriate or non-compliant content before it’s published.

    • Users can manually report posts, comments, chats, profiles, or users that are suspicious, derogatory, or violate company guidelines. Admins can review and remove flagged content.

    This comprehensive engagement framework ensures communication remains interactive, inclusive, and aligned with company culture while promoting a safe and respectful environment.
    ​
  </Accordion>
</AccordionGroup>

## Customization

<AccordionGroup>
  <Accordion title="Can employees manage their profile information, privacy preferences, and control the visibility of recognitions on the social wall?">
    Yes. The Xoxoday R\&R platform empowers employees to manage their personal information, privacy settings, and the visibility of their recognitions, ensuring a personalized and secure recognition experience.

    Key features include:

    • Profile management: Employees can update their personal details, upload profile photos, and modify their visibility preferences at any time.

    • Privacy settings: Users have the option to opt out of public celebrations such as birthdays, service anniversaries, or leaderboard visibility according to their comfort level.

    • Recognition visibility control: Employees can choose whether recognitions appear on the company’s social feed or remain private, giving them post-recognition control over visibility.

    • Opt-out options: Personal settings allow employees to disable public recognitions by default or modify preferences per recognition event.

    • Enhanced privacy: Access to personal or recognition-related data is governed by organizational privacy policies, ensuring full compliance and security.
  </Accordion>

  <Accordion title="Do you offer the ability for employees to set up and modify their own profile information (e.g., address)?">
    Yes, the Xoxoday employee engagement solution allows employees to create and manage their own profile information. They can update personal and professional details such as address, contact information, skills, and interests. This profile acts as their digital identity within the organization and is visible to peers, promoting better collaboration and connection. The platform ensures user-friendly access and security, allowing employees to easily modify their data through the web or mobile interface.
    Empuls reward marketplace
  </Accordion>

  <Accordion title="Can employees redeem vouchers for themselves or send them as gifts to others?">
    Yes. Xoxoday’s employee recognition platform supports both self-redemption and gift redemption of vouchers. Employees can browse a wide range of digital and physical vouchers by category and redeem them for personal use or opt to send them as gifts to loved ones. For gifting, the platform allows users to enter recipient details and include a personalized message. Every transaction is securely processed, and employees receive real-time notifications confirming redemption and delivery status. This flexible approach enhances both employee satisfaction and gifting convenience.
    ​
  </Accordion>

  <Accordion title="Can milestone rewards and recognition points be combined to enhance an employee’s purchasing power?">
    Yes. Xoxoday’s platform consolidates all reward points—whether earned through milestone achievements, peer recognition, or manager-awarded incentives—into a unified wallet. These points are treated as a single currency and can be redeemed collectively, maximizing employee purchasing power. This centralized approach simplifies reward budgeting and boosts employee satisfaction.
    ​
  </Accordion>

  <Accordion title="Can you send a gift to someone not in the system?">
    Yes. Gifting can be extended to recipients who are not registered users in the system. The platform allows administrators to manually input recipient details, including name, email, and address, or to send digital gifts via email or SMS. This ensures flexibility in recognizing contractors, partners, or external stakeholders as part of engagement or appreciation initiatives.
    ​
  </Accordion>

  <Accordion title="Can you offer donations on a global scale with local humanitarian projects as a redemption option out-of-the-box? Can it be optimized?">
    Yes. Xoxoday supports out-of-the-box donations to global and local humanitarian projects, letting employees contribute to causes meaningful to them while aligning with corporate social responsibility goals.

    The platform also allows customization:

    * Admins can curate pre-approved charities and causes—local, national, or global.
    * Employees can donate reward points or a portion of earnings directly through the platform.
    * Donation trends are visible, aiding reporting and showcasing social impact.

    This ensures giving is impactful, personalized, and aligned with both corporate and employee values.
  </Accordion>
</AccordionGroup>

## Mobile Application Availability

<AccordionGroup>
  <Accordion title="Are all mobile devices that access corporate data appropriately secured?">
    Yes. All mobile devices accessing corporate data via Xoxoday’s employee engagement solution comply with strict security protocols, including device-level encryption, multi-factor authentication, and enterprise-grade mobile device management (MDM). Regular updates and monitoring ensure data integrity and minimize unauthorized access risks.
    ​
  </Accordion>

  <Accordion title="Does your solution have a mobile app, and what devices and capabilities does it support globally?">
    Yes. Xoxoday offers a mobile app for iOS (v12+) and Android (v5–13) globally. Employees can engage in social recognition, redeem rewards, complete surveys, and participate in communities. The app mirrors core web functionalities but with a mobile-optimized interface, supporting distributed teams across desktops, laptops, tablets, and mobile devices.
    ​
  </Accordion>

  <Accordion title="What operating systems are supported by the Xoxoday employee engagement solution across desktop and mobile?">
    The Xoxoday employee engagement solution supports both desktop and mobile operating systems to ensure seamless access for all users:

    * Desktop/Laptop: macOS and Windows
    * Mobile: iOS and Android

    Employees can download the Xoxoday app from the Apple App Store or Google Play Store and log in to access key features like recognition, surveys, social intranet, and reward redemption. The platform ensures uninterrupted engagement whether users are at their desk or on the move.
    ​
  </Accordion>

  <Accordion title="What web and mobile browsers does the Xoxoday employee engagement solution support?">
    The Xoxoday employee engagement solution provides seamless access across both desktop and mobile devices:

    * Desktop Browsers: Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari
    * Mobile Browsers: Same as desktop browsers, fully functional and responsive

    For a more optimized mobile experience, users can download the dedicated Empuls mobile app, which offers tailored access to recognition, rewards, communication, surveys, and more without compromising usability or performance.
    ​
  </Accordion>

  <Accordion title="Can users take and upload photos directly through the Xoxoday mobile app?">
    Yes, the Xoxoday mobile app allows users to capture photos directly within the app and upload them in real-time. This functionality is particularly useful for posting on recognition walls, contributing to yearbooks, or sharing celebration moments like birthdays and anniversaries through Wishboards or community groups.
    ​
  </Accordion>

  <Accordion title="Does Xoxoday's employee recognition platform offer mobile and web access with a responsive design?">
    Yes, Xoxoday’s platform is fully responsive and accessible across both mobile and web:

    * Mobile Access: Dedicated iOS and Android apps let employees and managers send recognitions, redeem rewards, respond to surveys, access perks, and engage socially anytime, anywhere.
    * Responsive Web Interface: Adapts automatically to desktops, tablets, and mobile browsers for optimal readability and navigation.
    * Unified Experience: Consistent UI/UX across all devices reduces training effort and keeps engagement high.
  </Accordion>

  <Accordion title="Do you offer native iOS and Android applications for all products including social recognition, performance management, and redemption?">
    Yes. Xoxoday’s employee engagement solution provides native apps for both iOS and Android, covering social recognition, rewards, redemption, and more:

    * iOS App: Compatible with iPhones and iPads on the latest iOS versions, offering peer-to-peer recognition, value-based awards, and access to the global rewards catalog.
    * Android App: Supports a wide range of recent Android OS versions, providing the same features as iOS.
    * Optimized Experience: Both apps are continuously updated based on user feedback to ensure seamless performance and full utilization of platform capabilities.
  </Accordion>
</AccordionGroup>

## Nomination

<AccordionGroup>
  <Accordion title="Can reviewers approve or reject nominations with comments, and is automatic approval available after a specific period?">
    Yes. Reviewers can approve or reject nominations and provide comments to justify their decision, ensuring transparency and accountability. Workflows can also be configured for automatic approval if no action is taken within a set timeframe (e.g., two days), subject to conditions like budget limits and pre-defined rules. This helps prevent delays and keeps recognition programs running smoothly.
  </Accordion>
</AccordionGroup>

## Process

<AccordionGroup>
  <Accordion title="What is the experience for an associate who does not have an email address or works in front of a computer on a daily basis (e.g., store or DC associates)?">
    * Cell Phone Number Login: Associates can access the platform via their mobile number, enabling engagement without an email address.
    * Kiosks and Tablets: Organizations can set up kiosks or tablets in breakrooms, locker rooms, or other common areas for easy access.
    * Remote Access: Employees can log in from home or any device with internet access using a username and password.

    These multi-channel approaches ensure all associates can fully participate in the recognition and rewards program.
    ​
  </Accordion>

  <Accordion title="How long does an associate have to redeem their award? Do they receive reminders? What happens if they don’t complete by the deadline? Can an award be re-requested?">
    * Redemption Period: Empuls typically recommends up to 12 months for associates to redeem their awards, though this can be customized according to business rules and corporate award program strategies.
    * Reminders: Automated notifications and nudges are sent at regular intervals to encourage redemption. The frequency and timing of reminders are set during program implementation to maximize participation.
    * Handling Unredeemed Awards: If the award is not redeemed by the deadline, it will expire according to the organization’s policy.
    * Extensions & Re-requests: In special cases, extensions can be granted, and associates can request support from the customer success team at Giift to redeem their award post-deadline.

    This approach ensures timely redemption while providing flexibility for employees who may need additional time.
    ​
  </Accordion>

  <Accordion title="How long does it take to fulfill the order to an associate? (ex: distribution and shipping times)">
    Digital products like gift cards are delivered instantly. Physical products like merchandise, swags, etc., are delivered between 3-15 days.

    The time required for the delivery of a product depends on the nature of the product, the region to be delivered, and other location-specific conditions. In cases of delay, the user and the program administrator are informed by your customer support team.
    ​
  </Accordion>

  <Accordion title="How does Xoxoday handle lost/stolen packages? What is your return/warranty policy?">
    * Lost or Stolen Packages: Any package lost or stolen during transit is promptly reissued at no additional cost to the organization, ensuring employee satisfaction.
    * Return & Warranty Policy: Policies vary by product type, local laws, and regulations. Details are provided during ordering. Returns are extremely rare, averaging less than 0.05%.
    * Issue Resolution: Employee concerns are prioritized and addressed immediately. Root cause investigations are conducted to prevent future issues.
    * Service-Level Commitment: Return and warranty processes are part of the SLA and reviewed quarterly to ensure continuous improvement and alignment with client expectations.

    This ensures reliability, accountability, and a smooth redemption experience for all employees.
  </Accordion>
</AccordionGroup>

## Reports & Analytics

<AccordionGroup>
  <Accordion title="Can employees access their personal recognition analytics in the Xoxoday R&R platform?">
    Yes. The Xoxoday R\&R platform provides employees with direct access to their personal recognition analytics, empowering them with transparency and insights into their contributions.

    Key Features:

    • Recognition history: Employees can track recognitions they have sent and received.

    • Badges & awards: View earned badges, awards, and achievements in one place.

    • Redemption tracking: Monitor redemption history and reward utilization trends.

    • Engagement trends: Analyze engagement activity over time to understand recognition patterns.
  </Accordion>

  <Accordion title="Will the employee discount program have any cost for participants?">
    Yes. The employee discount program is designed to be completely free of cost for all participants, across all levels of service offers. Employees can access and redeem discounts without incurring fees, ensuring the program delivers real value as a true employee benefit. The cost is incurred by the employer.

    ​
    ​
    ​
    ​
    ​
    ​
    ​
    ​
  </Accordion>
</AccordionGroup>


# Login
Source: https://help-empuls.xoxoday.com/employees/getting-started/log-in

Sign in to Empuls on web or mobile using email, OTP, single sign-on, or your mobile number, whichever your admin has enabled.

Once your administrator adds you to Empuls, you can access it from a web browser or the mobile app. Your login URL is unique to your organisation — your administrator will share it when they provision your account. You can also go to [login.empuls.io/signin](https://login.empuls.io/signin) and enter your email to be redirected automatically.

## Email and OTP

Use your work email address to receive a one-time passcode each time you log in. No password to remember.

<Steps>
  <Step title="Go to your organization's Empuls login URL">
    Navigate to your organization's unique Empuls URL (e.g., **yourcompany**.xoxoday.com).

    Or visit [here](https://login.empuls.io/signin/).

    <Frame>
      <img alt="Empuls login screen with email and OTP entry fields" />
    </Frame>
  </Step>

  <Step title="Enter your work email address">
    Type the email address associated with your Empuls account and select the **OTP** option.
  </Step>

  <Step title="Check your email for the one-time code">
    Empuls sends a six-digit code to your inbox. The code expires after a few minutes.
  </Step>

  <Step title="Enter the code to log in">
    Paste or type the code on the login screen. You are logged in immediately.
  </Step>
</Steps>

## Email and password

Sign in with your Empuls email address and the password you set when you first activated your account.

<Steps>
  <Step title="Go to your organization's Empuls login URL">
    Navigate to your organization's unique Empuls URL.

    Or visit [here](https://login.empuls.io/signin/).
  </Step>

  <Step title="Enter your email and password">
    Select the **Password** option, type your work email address, and enter your password.
  </Step>

  <Step title="Click Sign in">
    You are redirected to your Empuls home feed.
  </Step>
</Steps>

If you forget your password, click **Forgot Password?** on the login page, enter your email, and follow the reset link sent to your inbox.

## Google SSO

Log in with your Google Workspace account if your organization has enabled Google OAuth.

<Steps>
  <Step title="Go to the login page">
    Visit your organization's Empuls URL and click **Log in with Google**.

    Or visit [here](https://login.empuls.io/signin/).
  </Step>

  <Step title="Select your Google account">
    If you are already signed into Google, select the work account associated with your Empuls profile. If not, enter your Google credentials.
  </Step>

  <Step title="Grant permissions if prompted">
    On first login, Google may ask you to grant Empuls permission to access your profile information. Click **Allow**.
  </Step>

  <Step title="You are logged in">
    You are redirected to Empuls automatically. No separate Empuls password is required.
  </Step>
</Steps>

## Microsoft SSO

Log in with your Microsoft 365 account if your organization has enabled Microsoft OAuth.

<Steps>
  <Step title="Go to the login page">
    Visit your organization's Empuls URL and click **Log in with Microsoft**.
  </Step>

  <Step title="Sign in with your Microsoft account">
    Enter your Microsoft email and password. If you are already signed into Microsoft 365, you may skip this step entirely.
  </Step>

  <Step title="You are logged in">
    You are automatically authenticated and redirected to Empuls. No separate password is needed.
  </Step>
</Steps>

## Slack SSO

Log in with your Slack workspace credentials if your organization has enabled Slack OAuth.

<Steps>
  <Step title="Go to the login page">
    Visit your organization's Empuls URL and click **Log in with Slack**.
  </Step>

  <Step title="Authenticate with Slack">
    If you are already signed into Slack, you are redirected back immediately. Otherwise, enter your Slack credentials.
  </Step>

  <Step title="You are logged in">
    Empuls verifies your Slack identity and logs you in without a separate password.
  </Step>
</Steps>

## Mobile number

Log in with your mobile phone number using a one-time SMS code. This method is designed for deskless workers who may not have a corporate email address.

<Steps>
  <Step title="Go to the login page">
    Visit your organization's Empuls URL and select the **Mobile number** option.
  </Step>

  <Step title="Enter your mobile number">
    Include the country code and enter the phone number registered to your Empuls account.
  </Step>

  <Step title="Enter the OTP sent via SMS">
    Empuls sends a code to your phone. Enter it on the login screen to complete sign-in.
  </Step>
</Steps>

<Note>
  Mobile number login must be enabled by your administrator. Contact your HR or IT team if this option is not visible.
</Note>

## Custom SSO (SAML 2.0)

If your organization uses a corporate identity provider such as Azure AD, Okta, or another SAML 2.0-compatible system, log in through your company's single sign-on portal.

<Steps>
  <Step title="Go to your organization's Empuls URL">
    Visit the Empuls URL provided by your administrator.
  </Step>

  <Step title="Click the SSO login option">
    You will see an option such as **Log in with \[Company Name]** or a button redirecting you to your corporate SSO.
  </Step>

  <Step title="Enter your company credentials">
    You are redirected to your organization's identity provider. Enter the same credentials you use for other corporate applications.
  </Step>

  <Step title="Complete any MFA challenges">
    If your organization requires multi-factor authentication, complete that step in your identity provider.
  </Step>

  <Step title="You are logged in">
    Your identity provider authenticates you and redirects you back to Empuls automatically.
  </Step>
</Steps>

<Info>
  SAML 2.0 SSO is configured by your administrator under **User Authentication** in the Admin Hub. If SSO is not working, contact your IT department to verify configuration.
</Info>

## Related

<CardGroup>
  <Card title="Login methods" icon="key" href="/employees/getting-started/login-methods">
    Email and OTP, email and password, Google SSO, Microsoft SSO, Slack SSO, mobile number, and custom SAML 2.0 SSO.
  </Card>

  <Card title="Mobile app" icon="mobile-screen-button" href="/employees/getting-started/mobile-app">
    Download the Empuls app on iOS or Android, log in, and use core features on the go.
  </Card>
</CardGroup>


# Login methods
Source: https://help-empuls.xoxoday.com/employees/getting-started/login-methods

ign in to Empuls using email and OTP, email and password, Google SSO, Microsoft SSO, Slack SSO, or your mobile number.

Log in to Empuls from any up-to-date web browser. Choose the method your organisation uses.

## Email and OTP (one-time passcode)

Use your work email address to receive a one-time passcode each time you log in. No password to remember.

1. Go to your organisation's Empuls URL or visit [login.empuls.io/signin](https://login.empuls.io/signin).
2. Enter your work email address and select the **OTP** option.

<Frame>
  <img alt="Empuls OTP login screen with six-digit code entry field" />
</Frame>

3. Empuls sends a six-digit code to your inbox. The code expires after a few minutes.
4. Enter the code on the login screen. You are logged in immediately.

## Email and password

Sign in with your Empuls email address and the password you set when you first activated your account.

1. Go to your organisation's Empuls URL or visit [login.empuls.io/signin](https://login.empuls.io/signin).
2. Enter your work email address and select the **Password** option.

<Frame>
  <img alt="Empuls password login screen with email and password fields" />
</Frame>

3. Enter your password and click **Sign in**.

If you forget your password, click **Forgot Password?** on the login page, enter your email address, and follow the reset link sent to your inbox.

## Google SSO

Log in with your Google Workspace account if your organisation has enabled Google OAuth.

1. Go to your organisation's Empuls URL and click **Log in with Google**.
2. Select the work account associated with your Empuls profile. If you are not already signed into Google, enter your Google credentials.
3. On first login, Google may ask you to grant Empuls permission to access your profile. Click **Allow**.
4. You are redirected to Empuls automatically. No separate Empuls password is required.

## Microsoft SSO

Log in with your Microsoft 365 account if your organisation has enabled Microsoft OAuth.

1. Go to your organisation's Empuls URL and click **Log in with Microsoft**.
2. Enter your Microsoft email and password. If you are already signed into Microsoft 365, you may skip this step.
3. You are automatically authenticated and redirected to Empuls.

## Slack SSO

Log in with your Slack workspace credentials if your organisation has enabled Slack OAuth.

1. Go to your organisation's Empuls URL and click **Log in with Slack**.
2. If you are already signed into Slack, you are redirected back immediately. Otherwise, enter your Slack credentials.
3. Empuls verifies your Slack identity and logs you in without a separate password.

## Mobile number (OTP via SMS)

Log in using your registered mobile phone number and a one-time SMS code. Designed for deskless workers who may not have a corporate email address.

1. Go to your organisation's Empuls URL and select the **Mobile number** option.
2. Enter your country code and the phone number registered to your Empuls account.
3. Empuls sends a code to your phone. Enter it on the login screen to complete sign-in.

<Note>
  Mobile number login must be enabled by your administrator. Contact your HR or IT team if this option is not visible.
</Note>

## Custom SSO (SAML 2.0)

If your organisation uses a corporate identity provider such as Azure AD, Okta, or another SAML 2.0-compatible system, log in through your company's single sign-on portal.

1. Go to the Empuls URL provided by your administrator.
2. Click the SSO option — for example, **Log in with \[Company Name]** — to be redirected to your corporate identity provider.
3. Enter the same credentials you use for other corporate applications.
4. Complete any multi-factor authentication step required by your identity provider.
5. You are automatically redirected back to Empuls.

<Info>
  If SSO is not working, contact your IT department to verify that SSO is properly configured and that your account is provisioned in the identity provider.
</Info>

## Magic link

If your organisation has enabled magic links, you can sign in with a single click — no password or code to type.

1. Go to the Empuls sign-in page and enter your work email address.
2. Click **Send magic link**. Empuls emails you a sign-in link valid for **15 minutes** and usable only once.
3. Open the email and click the link. Empuls signs you in automatically.

<Note>
  Magic links expire after 15 minutes. If the link has expired, go back to the sign-in page and request a new one. If the email doesn't arrive, check your spam folder or click **Resend** on the sign-in page (30-second cooldown between resends).
</Note>

## Reset your password

1. Go to the Empuls login page and click **Forgot Password?**
2. Enter the email address associated with your Empuls account.
3. Check your inbox for a password reset link (arrives within a few minutes).
4. Click the link and create a new password.
5. Return to the login page and sign in with your new password.

## Security best practices

* Never share your password with anyone, including administrators.
* Do not reuse your Empuls password for other services.
* Always log out when using a shared or public computer.
* Use **Remember this computer** only on devices you personally control and trust.
* Report any suspicious login attempts to your administrator immediately.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Invalid credentials error">
    * Double-check your email address for typos and verify caps lock is off.
    * Make sure you are using your **work email**, not a personal email.
    * Try resetting your password using the **Forgot Password?** link.
    * If the error persists, contact your administrator — your account may not be fully provisioned yet.
  </Accordion>

  <Accordion title="Login page won't load">
    * Clear your browser cache and cookies, then try again.
    * Try a different browser or an incognito/private window.
    * Disable browser extensions that might interfere (ad blockers, privacy tools).
    * Check your internet connection.
  </Accordion>

  <Accordion title="SSO redirect isn't working">
    * Contact your IT department to verify that SSO is properly configured and your account is provisioned.
    * Clear cookies for the Empuls domain and try again.
    * Make sure you are using your company username or email, not a personal address.
  </Accordion>

  <Accordion title="My account doesn't exist">
    Wait 24–48 hours after your start date and try again. If the problem persists, contact your HR team to confirm your account has been added to Empuls.
  </Accordion>

  <Accordion title="Session keeps timing out">
    Check **Remember this computer** during login to stay logged in longer. Always log out when using shared or public computers.
  </Accordion>
</AccordionGroup>

## FAQs

<AccordionGroup>
  <Accordion title="Why can't I log in even though my password is correct?">
    Check that you are using the correct email address. If you recently changed your email, try the old one. If problems persist, use the password reset feature. If that doesn't work, contact your administrator.
  </Accordion>

  <Accordion title="Does my organisation use SSO?">
    Check with your IT team or HR department. If SSO is configured, you will see an option for it on the login page. You won't need a separate Empuls password if SSO is enabled.
  </Accordion>

  <Accordion title="Will I be logged out if I close my browser?">
    Not necessarily. If you checked **Remember this computer** during login, you will stay logged in. If you didn't check that option, closing your browser may log you out depending on your settings.
  </Accordion>
</AccordionGroup>

<Note>
  For any queries, please contact [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Note>


# Mobile app
Source: https://help-empuls.xoxoday.com/employees/getting-started/mobile-app

Download the Empuls mobile app on iOS or Android to access recognition, rewards, and surveys on the go.

The Empuls mobile app brings your workplace engagement to your pocket. Recognise colleagues, redeem reward points, respond to surveys, check the leaderboard, and stay connected with your team — all from your phone.

## System requirements

| Platform    | Requirement                            |
| ----------- | -------------------------------------- |
| **iPhone**  | iOS 12 or later, iPhone 6 or newer     |
| **Android** | Android 8.0 or later, minimum 2 GB RAM |

Scan this QR on iOS or Android to Install the Empuls app.

<Frame>
  <img alt="QR code to download the Empuls app on iOS or Android" title="Qr Download App" />
</Frame>

## Download and install

<AccordionGroup>
  <Accordion title="iPhone (iOS)">
    1. Open the **Apple App Store** on your iPhone.
    2. Tap the **Search** tab and type **Empuls**.
    3. Tap **Get** and authenticate with Face ID, Touch ID, or your Apple ID.
    4. Once installed, tap **Open** to launch the app.
  </Accordion>

  <Accordion title="Android (Google Play)">
    1. Open the **Google Play Store** on your device.
    2. Tap the search icon and type **Empuls**.
    3. Tap **Install** and approve the requested permissions.
    4. Once installed, tap **Open** to launch the app.
  </Accordion>

  <Accordion title="Android (without Google Play Store)">
    If your device does not have access to the Google Play Store, you can sideload the app:

    1. Log in to Empuls in your mobile browser.
    2. Tap your **profile image** and select **Download Mobile App**.
    3. Download the APK file and follow the installation prompts.

    To allow installation from unknown sources:

    1. Open **Settings** on your device.
    2. Tap **Apps > Special app access > Install unknown apps**.
    3. Select the app you will use to install (Files app or browser) and toggle **Allow from this source** on.

    <Warning>
      Only install the Empuls APK from the official in-app download link. Do not download APK files from third-party websites.
    </Warning>
  </Accordion>
</AccordionGroup>

## Log in on mobile

<AccordionGroup>
  <Accordion title="Email and password">
    Enter your **registered email address** and **password** on the login screen.

    If you have forgotten your password, tap **Forgot Password** to reset it. You can also tap **Email OTP** to receive a one-time passcode to your registered email instead.
  </Accordion>

  <Accordion title="Company domain login (SSO)">
    1. Enter your **company domain name** on the login screen.
    2. Enter your **email address or employee ID** and **password**.
    3. Tap **Log in**.

    If your organisation uses SSO, you will be redirected to authenticate through your identity provider.
  </Accordion>

  <Accordion title="Mobile number OTP">
    1. On the login screen, tap **Help**.
    2. Tap **Click here** next to "Log in using your registered mobile number to receive an OTP."
    3. Enter your **registered mobile number** and select your **country code**. Tap **Continue**.
    4. Enter the **one-time password** sent to your phone to complete login.
  </Accordion>
</AccordionGroup>

## What you can do on the app

<CardGroup>
  <Card title="Feed" icon="newspaper">
    Your personalised social feed with posts, recognitions, and updates. Like, comment, and join discussions.
  </Card>

  <Card title="Recognise colleagues" icon="hands-clapping">
    Tap **Recognize**, select a colleague, choose an award or core value, write a message, and submit.
  </Card>

  <Card title="Rewards catalog" icon="gift">
    Browse and redeem your points for gift cards, merchandise, or experiences.
  </Card>

  <Card title="Surveys" icon="clipboard-list">
    Respond to pulse surveys, eNPS surveys, and lifecycle surveys sent by your organisation.
  </Card>

  <Card title="Groups" icon="users">
    View and interact with all groups you are part of — read posts, react, and comment.
  </Card>

  <Card title="Leaderboard" icon="trophy">
    Check your engagement ranking and view weekly, monthly, and quarterly leaderboards.
  </Card>

  <Card title="Notifications" icon="bell">
    Real-time alerts for recognitions, group invitations, comment replies, and announcements.
  </Card>

  <Card title="Direct messages" icon="message">
    Send one-on-one messages to colleagues within Empuls.
  </Card>
</CardGroup>

## Common tasks

**Update your profile**

1. Tap your **profile image** and tap your name to open your profile.
2. Tap **About**, then the **pencil icon** to edit.
3. Update your bio, skills, languages, and hobbies. Tap **Save**.

**Post on the social feed**

1. Tap **Social** and tap the **+ icon** at the bottom of the screen.
2. Write your post, add media if needed, and submit.

**Nominate a colleague for an award**

1. Tap **Recognize** on the Home Screen.
2. Search for and select the colleague.
3. Choose the award or core value and add a citation.
4. Tap **Submit**.

**Redeem reward points**

1. Tap **Visit Storefront** from the Home Screen.
2. Browse categories, select an item, choose denominations and quantities, and complete checkout.

**Log out**

1. Navigate to your **profile**.
2. Under account settings, tap **Logout** and confirm.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The app won't open">
    Force close and reopen the app. Restart your phone. Check that you have the latest version installed. If the issue persists, uninstall and reinstall the app.
  </Accordion>

  <Accordion title="The app crashes when loading the feed">
    Update to the latest app version. On Android, go to **Settings > Apps > Empuls > Storage > Clear Cache**. On iPhone, uninstall and reinstall the app. Check your internet connection.
  </Accordion>

  <Accordion title="Can't log in on mobile">
    Double-check your email and password. Try logging in via the web version to confirm your credentials are correct. Reset your password if needed. Clear the app cache and try again.
  </Accordion>

  <Accordion title="Not receiving notifications">
    Check that notifications are enabled for Empuls in your device's system settings. Also review your notification preferences in **Account Preferences** inside the app.
  </Accordion>
</AccordionGroup>

## FAQs

<AccordionGroup>
  <Accordion title="Where can I download the app?">
    The Empuls app is available on the **Apple App Store** (iPhone) and **Google Play Store** (Android). You can also find the download link under your profile image in the Empuls web app — select **Download Mobile App**.
  </Accordion>

  <Accordion title="Can I use SSO to log in on mobile?">
    Yes. Use the **Company Domain Login** option and enter your company domain name. If your organisation uses SSO, you will be redirected to your identity provider to authenticate.
  </Accordion>

  <Accordion title="Can I redeem rewards on mobile?">
    Yes. Tap **Visit Storefront** from the Home Screen, browse the catalog, and complete redemptions exactly as you would on the web.
  </Accordion>

  <Accordion title="Are all features available on mobile?">
    Most features are available on mobile — recognition, surveys, the social feed, reward redemption, groups, leaderboard, and notifications. Some admin-only features are only accessible via the web.
  </Accordion>
</AccordionGroup>

<Note>
  For any queries, please contact [cs@xoxoday.com](mailto:cs@xoxoday.com).
</Note>


# Account preferences
Source: https://help-empuls.xoxoday.com/employees/getting-started/notifications

Learn how to update account preferences in Empuls, covering getting started.

Learn to customize your account settings and manage notifications according to your needs.

## Managing Account Preferences

<Steps>
  <Step title="Navigate to Account Preferences">
    Click on your profile image and select **Account Preferences** from the dropdown menu.

    <Frame>
      <img alt="Account Preferences option in Empuls profile menu" title="Account Preferences option in Empuls profile menu" />
    </Frame>
  </Step>

  <Step title="Update Your Password">
    Click **Change** next to Password to update your Empuls account password.

    <Note>
      The password can be changed only if you have a password-based login.
    </Note>
  </Step>

  <Step title="Modify Security and Language Settings">
    On the Account Preferences page, you can update your Security and Language settings.

    To switch languages, go to **Language Settings**, click **Change**, and select your preferred language from the available options.

    <Frame>
      <img alt="Security and language settings in Account Preferences" />
    </Frame>
  </Step>

  <Step title="Configure Notification Preferences">
    Choose the mediums through which you receive notifications: Email, App, SMS, and In-Product Status.

    Enable or disable notifications by selecting or deselecting the corresponding checkbox. When finished, click **Save** to apply your changes.
  </Step>
</Steps>

## Notification Categories

<Frame>
  <img alt="Notification category preferences in Empuls account settings" />
</Frame>

You can manage notifications for the following settings:

* Groups and Conversations
* Reward and Recognition
* Monthly Digest
* Account Management
* Product Updates
* Rewards Catalogues
* Reminders
* Surveys and Quizzes
* Engagement Nudges
* Catalogue Nudges

## Language Settings

Empuls supports **50 pre-enabled languages** with the ability to add more on request, making it accessible for global teams to engage in their preferred language.

### How to Change Your Language

<Steps>
  <Step title="Access your dashboard">
    Log in to Empuls with your registered email and credentials.
  </Step>

  <Step title="Open language settings">
    Scroll to the **bottom-right corner** of your dashboard and click the **Language** dropdown menu.

    <Frame>
      <img alt="Language dropdown menu at the bottom-right of dashboard" />
    </Frame>
  </Step>

  <Step title="Select your preferred language">
    Choose your language from the list. The platform will automatically reload in your selected language.
  </Step>
</Steps>

<Tip>
  Your language preference is saved automatically—no need to click a separate "Save" button.
</Tip>

### Supported Languages

Empuls currently supports 50 pre-enabled languages:

<AccordionGroup>
  <Accordion title="View all supported languages">
    **European Languages**

    * English
    * German (Deutsch)
    * French (français)
    * Canadian French (français Canada)
    * Spanish (Español)
    * Mexican Spanish (Español mexicano)
    * Portuguese (português)
    * Brazilian Portuguese (português do Brasil)
    * Italian (Italiano)
    * Dutch (Nederlands)
    * Polish (Polskie)
    * Swedish (Svenska)
    * Bulgarian (Bŭlgarski ezik)
    * Czech (Čeština)
    * Danish (Dansk)
    * Lithuanian (Lietuvių)
    * Russian (Русский)
    * Ukrainian (Українська)

    **Asian Languages**

    * Simplified Chinese (简体中文)
    * Traditional Chinese (繁體中文)
    * Hindi (हिन्दी)
    * Indonesian (bahasa Indonesia)
    * Japanese (日本)
    * Korean (한국인)
    * Malay (Bahasa Melayu)
    * Thai (ภาษาไทย)
    * Vietnamese (tiếng Việt)
    * Filipino (Tagalog)
    * Khmer (ខ្មែរ)
    * Burmese (မြန်မာ)
    * Bengali (বাংলা)
    * Gujarati (ગુજરાતી)
    * Kannada (ಕನ್ನಡ)
    * Malayalam (മലയാളം)
    * Marathi (मराठी)
    * Punjabi (ਪੰਜਾਬੀ)
    * Tamil (தமிழ்)
    * Telugu (తెలుగు)

    **Middle Eastern Languages**

    * Arabic (عربى)
    * Hebrew (עברית)
    * Turkish (Türkçe)
  </Accordion>
</AccordionGroup>

### Need a Different Language?

If your preferred language isn't available:

1. **Contact your HR Admin** to request it be added
2. **Reach out to Empuls Support** at [cs@xoxoday.com](mailto:cs@xoxoday.com)

<Note>
  Language additions are typically processed within a few business days, depending on organizational requirements.
</Note>

## FAQs

<AccordionGroup>
  <Accordion title="Will changing my language affect other users?">
    No. Language settings are personal to your account and won't impact other team members.
  </Accordion>

  <Accordion title="Are notifications and emails translated too?">
    Yes. Once you change your language, all in-app notifications and system emails will appear in your selected language.
  </Accordion>

  <Accordion title="How does currency work with language settings?">
    Currency preferences align automatically based on your location or organizational settings, independent of your language choice.
  </Accordion>
</AccordionGroup>


# Login methods
Source: https://help-empuls.xoxoday.com/employees/getting-started/otp-and-magic-link

Sign in to Empuls without a password using an email or SMS one-time code, or a magic-link email.

If you've forgotten your password — or if your organization doesn't use passwords at all — you can still sign in to Empuls via a one-time code (OTP) delivered by email or SMS, or via a magic-link email that signs you in when you click it. These options appear on the sign-in page next to the password field. Access them from the standard Empuls sign-in page.

## When OTP and magic link are available

Your admin controls which sign-in methods are enabled. Possible setups:

| Setup                    | What you see on the sign-in page                       |
| ------------------------ | ------------------------------------------------------ |
| **Password only**        | Email + password fields                                |
| **Password + email OTP** | Password field + a "Sign in with code instead" link    |
| **Password + SMS OTP**   | Same, with SMS option if your mobile number is on file |
| **Magic link only**      | Just an email field; you receive a link                |
| **SSO + OTP fallback**   | SSO button + OTP for users who can't use SSO           |

If you don't see OTP or magic-link options, your admin may not have enabled them. Ask your HR team.

## Sign in with email OTP

<Steps>
  <Step title="Enter your email">
    On the Empuls sign-in page, type your work email.
  </Step>

  <Step title="Click Send code">
    Empuls sends a 6-digit code to your email. The code is valid for 10 minutes.
  </Step>

  <Step title="Check your email">
    Look for an email from Empuls with the subject "Your sign-in code". The code is in the body.
  </Step>

  <Step title="Enter the code">
    Type the 6 digits into the OTP field on the sign-in page and click **Verify**.
  </Step>

  <Step title="Done">
    You're signed in.
  </Step>
</Steps>

## Sign in with SMS OTP

Same flow as email OTP, but the code comes to your mobile number instead. SMS OTP is only available if:

* Your admin has enabled it as a sign-in method.
* Your mobile number is on file in your employee record.

If your mobile number changes, update it from [Account preferences](/employees/getting-started/notifications) so future SMS OTPs reach you.

## Sign in with magic link

<Steps>
  <Step title="Enter your email">
    On the Empuls sign-in page, type your work email.
  </Step>

  <Step title="Click Send magic link">
    Empuls emails you a sign-in link. The link is valid for 15 minutes and can only be used once.
  </Step>

  <Step title="Open the email and click the link">
    The link opens Empuls and signs you in automatically. No code to type.
  </Step>
</Steps>

## What if the code or link doesn't arrive?

* **Check spam / junk** — Empuls emails sometimes land in spam. Mark them as "not spam" so future codes arrive normally.
* **Check the email address** — A typo will send the code to nobody. Try again with the correct address.
* **Click Resend** — On the sign-in page, click **Resend code**. There's a 30-second cooldown between resends to prevent abuse.
* **SMS not arriving** — Verify your mobile number is current and reachable. Sometimes SMS gateways have regional delays.
* **Still nothing** — Contact your HR or IT team. They can verify your account status and trigger a code from the admin side.

## Onboarding verification

If you're a brand-new user who hasn't completed onboarding, your sign-in flow is slightly different:

1. You receive an onboarding email from your admin with a link.
2. The link signs you in for the first time and walks you through profile setup.
3. Once setup is complete, the link expires; subsequent sign-ins use OTP, magic link, password, or SSO depending on your admin's setup.

If your onboarding email has expired before you signed in, ask your admin to re-send it.

## Limits and gotchas

* Each code is single-use. Once used (or once you request a new one), the previous code is invalidated.
* Magic links expire after 15 minutes. If a link is more than 15 minutes old, request a new one.
* Five failed code attempts in a row temporarily lock the OTP path on your account for 30 minutes. Use another sign-in method or wait.
* OTP-only sign-in means your account doesn't have a password to remember — which is fine if your admin has set it up that way. Otherwise you can also set a password from [Account preferences](/employees/getting-started/notifications).

## Related

<CardGroup>
  <Card title="Accessing the platform" href="/employees/getting-started/log-in">
    Full sign-in reference covering all methods.
  </Card>

  <Card title="Account preferences" href="/employees/getting-started/notifications">
    Update your email and mobile number so OTPs reach you.
  </Card>

  <Card title="SSO overview" href="/admin/user-authentication/sso-overview">
    If your org uses single sign-on, that takes precedence over OTP.
  </Card>
</CardGroup>


# Giving recognition
Source: https://help-empuls.xoxoday.com/employees/recognitions/appreciate-colleagues

Send peer recognition, nominate colleagues for awards, and share achievements on LinkedIn with Empuls.

## Send a peer recognition

<video />

<Steps>
  <Step title="Navigate to the group feed">
    Go to the **group** where you want to share the recognition — this could be your team group, an all-company group, or any other group you're part of. Click **Recognize** in the feed input box.

    <Frame>
      <img alt="Recognize button in the group feed input box" />
    </Frame>
  </Step>

  <Step title="Find your colleague">
    Search for your colleague by **name or email**, or paste their email address directly into the search field. You can view the number of nominations they've received in the last quarter or six months directly from this screen. Click **Next**.

    <Frame>
      <img alt="Colleague search field showing recent nomination counts" />
    </Frame>
  </Step>

  <Step title="Choose an award">
    Select a **Spot Award**, **Approval Award**, or **Core Value** to recognise the achievement. Click on any award to read its purpose before choosing. Click **Next** to continue.

    <Frame>
      <img alt="Award selection screen with Spot, Approval, and Core Value options" />
    </Frame>
  </Step>

  <Step title="Write your message">
    Write a personalised message in the text box. For maximum impact, include:

    * **What they did** — the specific action or contribution
    * **Why it mattered** — the importance of their effort
    * **The business impact** — how it made a difference

    **Example:** *"Sarah's attention to detail in the project report caught critical errors before client delivery. Her thoroughness saved us from potential embarrassment and showed real care for the team."*

    <Frame>
      <img alt="Recognition message text box for writing a personalised note" />
    </Frame>
  </Step>

  <Step title="Improve with AI (optional)">
    Click **Improve with AI** to enhance or rephrase your message. You can **Refresh** for a new suggestion, **Copy** it to paste manually, or **Replace** your existing message with the AI-generated version. Close the popup if you prefer to keep your original.

    <Frame>
      <img alt="Improve with AI popup with Refresh, Copy, and Replace actions" />
    </Frame>
  </Step>

  <Step title="Preview and share">
    A live preview of the recognition post appears on the right side of the screen. Click **Read More** to see the full post. When you're satisfied, click **Share Recognition** to post it publicly in the group feed. Your colleague is notified instantly.

    <Frame>
      <img alt="Live recognition preview with Share Recognition button" />
    </Frame>
  </Step>
</Steps>

<Tip>
  Be timely (recognise in the moment while the context is fresh) and be specific (describe exactly what the person did and why it mattered). Genuine, detailed messages have more impact than generic praise.
</Tip>

## Smart recognition walkthrough

Empuls's Smart Recognition uses AI to surface a recommendation before you send recognition, helping you spot when someone hasn't been appreciated in a while or has just been recognised recently.

<iframe />

## View and respond to recognitions you've received

<Steps>
  <Step title="Go to your profile">
    Click your **profile picture** in the navigation bar and select **My Profile**.
  </Step>

  <Step title="View your recognitions">
    Scroll down to the **Recognitions** section to see all recognition you've received in chronological order.
  </Step>

  <Step title="Respond to a recognition">
    Click on any recognition to open the full message. Click the **thumbs up** to like it, choose a **reaction**, or add a **reply message** to thank your colleague personally.
  </Step>
</Steps>

## Share a recognition on LinkedIn

You can amplify recognitions you've received by sharing them directly to your LinkedIn profile.

<Steps>
  <Step title="Find the recognition post">
    Locate the recognition in your group feed or on your profile page.
  </Step>

  <Step title="Share to LinkedIn">
    Click **Share** on the recognition post and select **Share on LinkedIn**.

    <Frame>
      <img alt="Share menu on a recognition post with Share on LinkedIn option" />
    </Frame>
  </Step>

  <Step title="Authenticate with LinkedIn">
    A popup will ask you to authenticate with your **LinkedIn credentials** and grant Empuls permission to post on your behalf. Empuls does not store your LinkedIn credentials or personal information during this process.
  </Step>

  <Step title="Confirm and post">
    Once authenticated, review the pre-filled message and click **Post on LinkedIn** to share your recognition with your professional network.
  </Step>
</Steps>

<Warning>
  Consider whether each recognition is appropriate for a public audience before sharing. Recognitions tied to confidential projects, sensitive business situations, or internal matters should be kept internal. Review your organisation's social media policy when in doubt.
</Warning>

After sharing, your post is managed entirely through LinkedIn. You can edit, comment on, or delete the post directly from LinkedIn at any time.

## FAQs

<AccordionGroup>
  <Accordion title="Can I recognise a manager or someone senior to me?">
    Yes. You can recognise peers, direct reports, and managers. Recognition in all directions is encouraged.
  </Accordion>

  <Accordion title="What happens if I select an approval-based award?">
    Approval-based awards require a manager or administrator to approve the nomination before the recognition is posted and any points are awarded. You'll see the status in your feed once it's reviewed.
  </Accordion>

  <Accordion title="I sent a recognition but can't see it in the feed">
    Refresh the page and check the **Sent** section of your profile. If it was an approval-based award, it may be pending review. Contact support at [support@empuls.io](mailto:support@empuls.io) if it's still missing after refreshing.
  </Accordion>

  <Accordion title="My points haven't been credited after receiving a recognition">
    Wait up to 24 hours for points to appear. Check your account statement to verify. Contact support if points are still missing after 24 hours.
  </Accordion>

  <Accordion title="Can I share bulk recognitions to LinkedIn?">
    No. LinkedIn sharing is available only for individual recognitions, not bulk achievements.
  </Accordion>

  <Accordion title="Does Empuls store my LinkedIn login details?">
    No. Empuls does not capture or save your LinkedIn credentials or personal information during the authentication process.
  </Accordion>
</AccordionGroup>


# Recognition and rewards
Source: https://help-empuls.xoxoday.com/employees/recognitions/faqs

Get quick answers about recognition and rewards programs on Empuls - setup steps, edge cases, and troubleshooting tips.

<AccordionGroup>
  <Accordion title="Can employees express appreciation using formats beyond text, such as audio or video?">
    Yes, Xoxoday’s employee recognition platform supports rich media formats for appreciation and communication. Employees can go beyond plain text by uploading videos, images, and using GIFs, emojis, and templated messages to make recognition more expressive and memorable. These multimedia elements enhance engagement and bring recognition moments to life across social feeds and recipient profiles.
  </Accordion>

  <Accordion title="Where can users view their redeemable points and transaction history?">
    All reward points and transaction activity can be tracked directly within the platform.

    Employees can access a detailed statement of redeemable points and transactions under the “Rewards & Transactions” section.

    This includes:

    • Accumulated points balance and history.

    • Redemptions and associated values.

    • Pending rewards and expiration details.

    This transparent view ensures employees can track earnings, manage redemptions, and plan future rewards effectively.
    ​
  </Accordion>

  <Accordion title="Are there features for sharing ideas and organizing group events?">
    Yes, Xoxoday’s social intranet platform enables idea-sharing and event organization through features like community groups, social feeds, polls, and discussion forums. Teams can create open or private groups for hobbies, onboarding, CSR, upskilling, or cross-functional collaboration, and use these spaces to plan activities and share ideas seamlessly.
  </Accordion>

  <Accordion title="Can employees earn points for recognition, which they can later redeem for rewards?">
    Yes, employees earn reward points for recognitions received on Xoxoday’s employee engagement solution. These points accumulate in their accounts and can be redeemed for gifts, vouchers, experiences, or merchandise from a global catalog spanning 100+ countries. This seamless earn-and-burn model connects appreciation with tangible benefits, boosting engagement and motivation.
    ​
  </Accordion>

  <Accordion title="Can employees recognize each other’s contributions instantly through spot and peer recognition?">
    Yes, Xoxoday’s employee recognition platform enables employees to recognize peers and team members instantly using spot recognition and peer-to-peer awards. Spot awards can be given on the spot by managers or peers without requiring prior approval. These awards are customizable, allowing you to configure monetary or non-monetary rewards tied to specific behaviors or achievements.

    Peer-to-peer awards empower every employee to express appreciation openly. Recognitions are published on a social intranet feed, where colleagues can comment, react with emojis or GIFs, and engage in the celebration. The award recipient receives an email notification, while features like the Wall of Fame, Wishboard, and Yearbook ensure visibility and inclusivity.

    To further drive participation, Xoxoday’s AI assistant sends nudges and reminders to encourage recognition moments, ensuring no contribution goes unnoticed and appreciation becomes a part of everyday culture.
    ​
  </Accordion>

  <Accordion title="Can employees redeem points for gift cards, vouchers, or other prizes?">
    Yes, Xoxoday’s employee rewards and recognition solution supports redemption in 100+ countries. Employees can choose from multiple reward options, including digital and physical gift cards, experiences, merchandise, Amazon store items, and more, sourced locally or shipped internationally.

    * Digital gift cards: Instant redemption in 100+ countries via global vendors.
    * Physical gift cards: Over 150 options available in the USA, including Amazon, sourced locally.
    * Prepaid cards: Available in 100+ countries.
    * Experiences, flights, and hotels: Available in 50+ countries via local vendors.
    * Merchandise: Available in 60+ countries worldwide.
    * Branded merchandise (Swag): Offered in most countries, fulfilled by a global vendor for international locations or locally in India.
  </Accordion>

  <Accordion title="Can employees schedule to recognize others?">
    Yes, employees can schedule recognitions in advance using Xoxoday’s employee recognition platform. This feature enables users to plan recognitions for specific dates and times, ensuring that key milestones such as birthdays, work anniversaries, and project completions are acknowledged promptly—even if the initiator is unavailable on that day. Scheduled recognitions help maintain continuity and timeliness across distributed teams.
    ​
  </Accordion>

  <Accordion title="Can the platform enable colleague-to-colleague recognition?">
    Yes. Xoxoday’s employee recognition platform is built to encourage peer-to-peer recognition. HR teams can define the structure and budget, monetary or non-monetary, for different teams, departments, or locations. Access controls ensure the feature is used appropriately, while built-in social sharing and visibility encourage a culture of appreciation at every level.
    ​
  </Accordion>

  <Accordion title="Can Xoxoday’s employee recognition platform support team awards tailored to specific business units or groups?">
    Yes. Xoxoday’s employee recognition platform enables team-based recognition that can be tailored to specific business units or employee groups. Features include:

    * Filtering and selecting recipients by department, location, or other HRIS-mapped attributes
    * Monetary recognition using reward points
    * Non-monetary recognition with value badges or shoutouts
    * Linking awards to company values, milestones, or campaign goals

    This makes it ideal for recognizing team efforts during project completions, business unit achievements, or cross-functional successes.
    ​
  </Accordion>

  <Accordion title="Can colleagues be tagged in comments to personalize appreciation?">
    Yes. Xoxoday’s social intranet platform allows users to tag colleagues in comments, making appreciation more personal and interactive. This encourages broader team participation and enhances visibility and engagement across the organization .
    ​
  </Accordion>

  <Accordion title="Does the Xoxoday R&R tool support personalized rewards and varied reward preferences for employees?">
    Yes. The Xoxoday R\&R tool offers both personalized and scalable reward delivery options tailored to employee preferences:

    * Send customized rewards to individuals with personalized messages, photos, and gifts
    * Use bulk rewarding for campaigns like festive bonuses or sales incentives
    * Access a diverse, global redemption catalog including:

      * Digital gift cards from 8,000+ brands across 100+ countries
      * Experience-based rewards such as travel, wellness, dining, and hobbies
      * Merchandise and swag, including company-branded or premium products
      * Amazon Store products integrated via API for seamless redemption
      * Prepaid cards and airmiles
      * Charity donations to 10,000+ global NGOs
  </Accordion>

  <Accordion title="Does the platform allow on-the-spot recognition for use cases like peer, team, or custom awards?">
    Yes, the Xoxoday employee engagement solution is designed to facilitate real-time, on-the-spot recognition for a variety of scenarios including peer recognition, team-based awards, and fully customized recognition categories. HR and program admins can preconfigure award workflows with defined budgets and permissions to empower employees and managers to recognize achievements instantly—without needing prior approval. This feature ensures timely acknowledgment of contributions and boosts motivation across the board.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R platform support partial and full redemption of reward points?">
    Yes. The Xoxoday employee recognition platform offers complete flexibility in how employees redeem their reward points.

    Redemption options include:

    • Full redemption: Redeem the entire wallet balance in a single transaction.

    • Partial redemption: Choose to redeem points gradually over time for multiple rewards.

    This flexibility ensures a more personalized and engaging redemption experience, encouraging employees to actively participate in reward programs.
    ​
  </Accordion>

  <Accordion title="What peer and self-nomination capabilities are supported by Xoxoday's employee recognition platform?">
    Xoxoday’s platform provides extensive flexibility for nomination workflows, fostering merit-based appreciation and transparency.

    **Peer Nomination Features:**

    * Eligibility: Any employee can nominate a colleague based on predefined criteria and values.
    * Award Workflows: Admins can configure award types with custom fields such as reason, impact, and category.
    * Approval Process: Nominations can go through one or multiple approval layers (e.g., manager, HR, BU head).
    * Transparency: Nomination reasons, status, and history are visible to both nominators and approvers.

    **Self-Nomination Features:**

    * Enablement: Self-nomination can be enabled for awards that encourage personal initiative (e.g., innovation or project excellence).
    * Submission Forms: Employees submit structured nominations detailing contributions, impact, and supporting information.
    * Approvals: Submissions are routed to relevant stakeholders based on configured workflows (e.g., team lead or jury panel).

    **Platform Support:**

    * In-app and email notifications to keep users informed
    * Dashboards to track nominations, status, and award disbursals
    * Optional gamification via leaderboards and social feeds to boost engagement
  </Accordion>

  <Accordion title="How does the Xoxoday R&R tool enable manager-to-peer recognition?">
    The Xoxoday R\&R tool empowers people managers to recognize their team members in real time using discretionary reward points. Key features include:

    * Spot and Milestone Awards: Managers can give on-the-spot awards or milestone rewards either independently or via pre-configured approval workflows.
    * Configurable Rules: Flexibility to define reward point limits, approval hierarchies, and eligibility rules.
    * Personalized Certificates: Award certificates can be customized with company branding.
    * Visibility & Recognition: Recognitions can be showcased on the Wall of Fame, reinforcing a culture of appreciation.
  </Accordion>

  <Accordion title="Is there an easy nomination process with AI-powered award advisor and write-up generation?">
    Yes. Xoxoday R\&R simplifies the nomination process with an AI-powered Award Advisor that suggests recipients based on recognition history, engagement data, and the occasion. Smart nudges help avoid recognition gaps, ensuring peers who might be overlooked are recognized. The AI message generator helps craft personalized, impactful award citations, improving message quality, saving time, and boosting overall participation.
  </Accordion>

  <Accordion title="Can managers issue spot awards without going through an approval process?">
    Yes. Managers can instantly issue spot awards using pre-allocated discretionary points. Admins have the flexibility to either skip approvals for faster recognition or enforce a defined approval workflow if needed. Spot awards can include point limits, core value badges, personal messages, and branded digital certificates. All recognitions are visible on the social feed and the Wall of Fame, increasing engagement and motivation across teams.
  </Accordion>

  <Accordion title="What is the process for sending group deposits using the Xoxoday R&R tool?">
    Xoxoday R\&R makes group deposits easy through a three-step process. First, select multiple recipients via filters like department, project, or by uploading a CSV. Second, choose the award category and assign fixed points or a flexible range. Third, add a personalized message for each recipient. The system automatically distributes points according to configured rules, ensuring fair, scalable, and quick recognition for teams or departments.
  </Accordion>

  <Accordion title="Can managers issue awards without requiring pre-approval?">
    Yes. Managers can issue awards up to a predefined point limit without prior admin approval. Admins can allocate discretionary budgets and set rules for governance. Awards are fully customizable with branding, messaging, and point ranges. All recognitions appear on the Wall of Fame, reducing bottlenecks, promoting in-the-moment appreciation, and increasing visibility of employee achievements.
  </Accordion>

  <Accordion title="What unique recognition and engagement features are available for managers?">
    Managers on the Xoxoday employee recognition platform have a dedicated experience with features designed to drive team motivation and continuous appreciation:

    * Recognition Dashboards: Track recognitions given/received, team engagement, and budget usage.
    * Data-Driven Nudges: Targeted reminders to encourage consistent recognition behavior.
    * Approval Workflows: Flexibly review and approve nominations.
    * Budget Controls: Manage reward points and disbursals at the team level.
      These tools provide actionable insights, helping managers foster a culture of recognition and engagement.
  </Accordion>

  <Accordion title="Can employees receive their points back if a redemption is returned? Are returns possible?">
    Yes. Xoxoday ensures that if a redemption fails—such as an order not delivered—employees are refunded points, provided the product is eligible for return (unused and meeting specified conditions). Refunded points are credited back to the employee’s account for future redemptions once return criteria are met.
  </Accordion>

  <Accordion title="Does Xoxoday offer training for managers and leaders to promote the program and create supporting materials?">
    Yes. Xoxoday provides comprehensive onboarding and training support, including short pre-recorded videos for managers, leaders, and employees to understand platform features. Tailored documentation is also available for program administrators and managers to effectively manage recognition programs and drive adoption.
    ​
  </Accordion>

  <Accordion title="How does peer-to-peer recognition work on Xoxoday’s employee recognition platform, and how does it fit into the broader recognition program?">
    Xoxoday offers a robust peer-to-peer recognition system that lets employees appreciate colleagues’ contributions in real time, regardless of managerial status. Employees can search for peers, select an e-card, and add a personalized message.

    HR admins can configure awards to be monetary or non-monetary, set individual or group budgets, and apply access controls by team, department, or location. Budget rules enforce award type, value, and validity limits. Peer-to-peer recognition can be structured by total headcount or a predefined peer award budget.

    Beyond peer-to-peer, Xoxoday supports spot awards, core value badges, nomination-based awards, jury awards, and milestone/service awards—all with flexible workflows, budget governance, approvals, and analytics. This integrated approach ensures fairness, inclusivity, and meaningful recognition aligned with organizational goals.For detailed guidance, visit: [https://help.empuls.xoxoday.com/en/articles/9053286-appreciate-your-colleagues](https://help.empuls.xoxoday.com/en/articles/9053286-appreciate-your-colleagues)
  </Accordion>

  <Accordion title="Do your programs have built-in functionality to ensure that employees with access to budgets do not overspend? How can managers monitor this easily?">
    Yes. Xoxoday R\&R enforces strict budget controls through a top-down allocation system. Administrators allocate overall budgets that trickle down to BU heads and managers, who can only spend their assigned amounts. Award linkage and validity rules ensure budgets are used appropriately. Managers receive reminders and can view detailed budget balances in the **My Budgets** section. Timely email nudges further ensure managers stay aware of spend limits and balances.
    ​
  </Accordion>

  <Accordion title="Does your platform have the ability to support “approvals” before a point-based award can be issued? Can this be set at certain thresholds or is it an all-or-none approach?">
    Yes. The platform supports approvals via configurable workflows. Currently, approvals are all-or-none for a program—either enforced for all awards or disabled entirely. Organizations can design different award types (nomination-based or jury-based) with distinct approval paths. While threshold-based approvals per transaction aren’t natively supported, admins can manage approvals by strategically configuring award types and workflows.
    ​
  </Accordion>

  <Accordion title="How does the Xoxoday R&R tool support points-based rewards for managers to distribute to their teams?">
    The Xoxoday R\&R tool supports points-based rewards programs, allocating budgets to managers for use with their teams. These budgets are intended for monetary awards and governed by rules that limit usage to specific award types and timeframes.

    Managers receive email notifications when budgets are assigned and can track balances in multiple ways:

    * My Budget widget on the home page for an at-a-glance view.
    * Reward Budgets tab under the Recognize feature, showing point breakdowns and associated rules.
    * During spot awards or nomination approvals, balances are visible while giving or approving awards.
    * Reporting dashboards allow people managers to monitor team budget utilization and ensure efficient use of allocated points.
  </Accordion>

  <Accordion title="How does the nomination-based cash awards feature on your platform work, including setup, nomination submission, review, approval, and notification processes?">
    Xoxoday R\&R supports a full nomination workflow:

    * Pre-launch: Admin sets up awards, defines nomination rules, and allocates budgets.
    * Nomination: Eligible employees (e.g., managers) nominate individuals or teams, select award categories, and write citations. Nominators are informed who will review the nomination.
    * Review & Approval: Reviewers receive notifications to approve or reject. Upon approval, admins select a budget for the award.
    * Notifications: Recipients and nominators are informed of approvals. If declined, nominators are notified. This workflow ensures structured, transparent recognition.
  </Accordion>

  <Accordion title="Can employee recognition be provided to global employees, including currency conversion and cost-of-living adjustments?">
    Yes. The platform supports multi-currency transactions and cost-of-living adjustments to provide equitable recognition worldwide. Employees can redeem rewards from a catalog spanning over 100 countries, making recognition locally relevant and meaningful.
    ​
  </Accordion>

  <Accordion title="Is it possible to send recognition to more than one peer simultaneously?">
    Yes. Xoxoday allows recognizing multiple peers in a single transaction, supporting both individual and team awards. This streamlines peer-to-peer recognition for collaborative projects and group achievements.
    ​
  </Accordion>

  <Accordion title="Can part-time, gig, hourly, deskless, frontline, or blue-collar workers be included in Xoxoday's employee recognition and rewards programs?">
    Yes. The platform is inclusive, supporting all types of workers. Flexible configurations allow recognition through mobile apps, tablets, kiosks, QR codes, and offline-friendly tools. Digital signage can broadcast achievements, and integrations with collaboration tools ensure participation for globally distributed and non-desk teams. Multi-language and multi-currency support further enhance accessibility and engagement.
    ​
  </Accordion>

  <Accordion title="Does the platform support multiple layers of approval for awards?">
    Yes. Multiple approval layers can be configured for nomination-based or jury awards, ensuring governance, transparency, and alignment with organizational policies, especially for high-value or strategic awards.
  </Accordion>

  <Accordion title="Is it possible to create multiple approval workflows based on award type, date of hire, or capping-based awards?">
    Yes. Xoxoday R\&R allows approval workflows to be customized by award type, hire date, employee level, or budget capping. Nominations are automatically routed to the right approvers based on predefined rules, ensuring governance while reducing manual effort.
  </Accordion>

  <Accordion title="Can continuous recognition programs be created that don’t require admin approval to be published?">
    Yes. Continuous recognition programs can be configured for peer-to-peer or manager-led recognition without needing admin approval. This enables real-time appreciation and increases participation across the organization.
  </Accordion>

  <Accordion title="Is there provision to define a limit on the maximum number of the same type of awards for one employee on Xoxoday R&R solution?">
    Yes. Administrators can set limits on how many times an employee can receive a specific award within a defined period (monthly, quarterly, annually). This promotes fairness, manages budgets, and encourages broader recognition across the workforce.
  </Accordion>

  <Accordion title="Does the system provide the option for employees to choose from a list of available programs?">
    Yes. Employees can access a curated list of recognition or reward programs based on role, department, or eligibility. This flexibility ensures engagement with programs most relevant to them and simplifies the selection process.
  </Accordion>

  <Accordion title="Does Xoxoday R&R tool automatically share input with payroll if a cash reward is chosen?">
    The Xoxoday R\&R tool allows organizations to configure custom redemption options, including merchandise and cash payouts. Cash reward requests are routed to the platform admin by default, but organizations can configure these to go directly to finance or other teams as needed.
  </Accordion>

  <Accordion title="Can employees share awards and badges on professional social platforms, and are all awards visible on the employee profile?">
    Yes. Employees can share awards and badges on platforms like LinkedIn. All recognitions are stored in individual profiles, making them easily accessible for internal and external showcasing. Learn more at [Share Recognition on LinkedIn](https://help.empuls.xoxoday.com/en/articles/9053643-share-recognition-on-linkedin).
  </Accordion>

  <Accordion title="Does the R&R tool provide nudges to managers about unutilized recognition budgets?">
    Yes. Xoxoday R\&R includes AI-driven nudges that alert managers about unutilized recognition budgets at key stages of the cycle. These reminders encourage timely and equitable recognition, fostering a culture of continuous appreciation.
  </Accordion>

  <Accordion title="Can nudges be triggered to managers or heads of departments for specific nominations or campaigns?">
    Yes. The platform supports intelligent, targeted nudges for managers, department heads, or key stakeholders. Nudges can be triggered by campaign launches, nomination deadlines, or low participation to drive timely action and higher engagement.
  </Accordion>

  <Accordion title="Can action planning information be rolled up for review by managers, project teams, and executive leadership? Is there a usage report available for action plan tracking?">
    Yes. HR teams can define action plans and assign them to individuals or teams. Tasks can be marked In Progress or Completed as work progresses. Workflows can require reviews by managers, project teams, or leadership. Usage reports track action plan status, ensuring accountability at all levels.
  </Accordion>

  <Accordion title="What are the features in Xoxoday’s employee recognition platform that enable users to search, select, and nominate peers for awards like 'Employee of the Month' and support QR-based nominations, eCard customization, and multi-level approvals?">
    Xoxoday offers a robust, step-by-step recognition system:

    * Search and select peers for recognition.
    * Award categories and eCards with personalized messages and core value badges.
    * Jury-based awards for Employee of the Month/Quarter with multi-level approval and detailed justification workflows.
    * QR-code-based nominations for frontline or deskless employees—no login needed.
    * Automated routing and notifications to approvers or jury panels with full tracking at every step.

    This system ensures inclusive, structured, and easily managed recognition across the organization.
  </Accordion>

  <Accordion title="What features help people managers and HR teams manage award budgets, allocate them, track usage, and monitor active programs across the organization in the Xoxoday R&R tool?">
    The Xoxoday R\&R tool offers a comprehensive suite for award budgeting and program management. HR admins can create customized awards with rules for eligibility, nominations, approval workflows, reward values, and certificate attachments. Budgets can be assigned to managers, who receive notifications and can track balances via dashboards or during recognition approvals. Reward programs can run in cycles (monthly, quarterly), with automated reminders, multi-level approvals, and nominee notifications. The dashboard provides insights into planned vs. actual spend, nomination flows, approver actions, and participation metrics, ensuring real-time oversight and optimization.
    ​
  </Accordion>

  <Accordion title="How can external stakeholders (such as clients, vendors, or customers) nominate employees or share appreciation using Xoxoday's employee engagement solution?">
    Xoxoday allows public recognition via QR codes or unique links. External stakeholders can submit recognition messages for employees, which are automatically published to the recipient’s recognition feed. The interface is brand-customizable, includes award templates aligned with core values, and ensures that external appreciation becomes part of the employee’s recognition history.
    ​
  </Accordion>

  <Accordion title="What happens if the product an employee wants to redeem costs more than the available reward points?">
    The platform’s wallet-based system allows admins to preload organizational budgets. Employees can redeem rewards using available points, and if a product requires more, admins can allocate additional points from the wallet. This ensures a smooth redemption experience for high-value rewards.

    Q: **What is the delivery timeline for redeemed rewards?**

    Xoxoday ensures rapid fulfillment to maximize employee satisfaction. Delivery timelines depend on the reward type:

    * Digital Vouchers: Delivered instantly via email or app (typically within seconds to 5 minutes).
    * Physical Merchandise: Delivered within 3–10 business days, depending on the destination and local logistics partner.
  </Accordion>

  <Accordion title="Do you offer the ability to support multiple monetary or non-monetary programs simultaneously with varied increments?">
    Yes. Xoxoday supports multiple programs running concurrently—peer-to-peer, manager-to-employee, jury awards, milestone recognitions, service anniversaries, and automated lifecycle celebrations (onboarding, birthdays, retirements). Reward values can vary based on employee level, department, or location, and admins can adjust scales with cost-of-living considerations.
  </Accordion>

  <Accordion title="Can employees have multiple wallets or budgets assigned based on teams, events, or departments?">
    Yes. Admins can create multiple wallets or point budgets and assign them based on teams, departments, events, or recognition categories. Employees can use these budgets to reward peers or submit nominations.
  </Accordion>

  <Accordion title="Is manager-to-manager budget transfer possible within the platform?">
    Yes. Managers can transfer allocated budgets to other managers. Budget flow logic is customizable to align with organizational reward strategies and approval workflows.
  </Accordion>

  <Accordion title="Can admins allocate or transfer budgets to managers directly in the Xoxoday R&R tool?">
    Yes. Admins can define, allocate, and automate reward budgets with customizable workflows, choosing frequency (monthly, quarterly, annually) to align with organizational reward cycles. This ensures timely and consistent access to recognition budgets across teams.
  </Accordion>

  <Accordion title="Can reward points be retrieved if they were wrongly credited to an employee?">
    Yes. Admins can revoke points or gifts mistakenly credited, maintaining accountability and budget integrity.
  </Accordion>

  <Accordion title="How does the Xoxoday R&R tool support cross-functional nominations for individuals and groups, and who approves them?">
    The Xoxoday R\&R tool enables flexible, approval-based workflows for both individual and group nominations across functions. This allows peer-to-peer recognition and appreciation beyond immediate teams. Admins can configure nomination-based or jury-based awards, defining who can nominate, whether approval is required, and who the approvers are—such as managers, department heads, or jury members. Multi-level approvals are supported, and once nominations are submitted, they are routed to the assigned approvers. Approved awards are showcased via the Wall of Fame or social feed, ensuring recognition is inclusive, well-governed, and aligned with company values.

    Learn more: [Xoxoday Awards Overview](https://help.empuls.io/en/articles/9087932-introduction-to-awards)
    ​
  </Accordion>

  <Accordion title="How does the Xoxoday R&R tool handle nomination approvals and auto-approvals?">
    Nominations can be manually reviewed or auto-approved after a pre-defined period (typically 2 days) if no action is taken. Auto-approval depends on budget availability, reward cycle rules, and nomination type. Reviewers can provide comments for transparency.
    ​
  </Accordion>

  <Accordion title="Is it possible to upload files, photos, or media while rewarding an employee?">
    Images and text-based personalization are supported. Video uploads are planned for future releases.
  </Accordion>

  <Accordion title="Can a reward certificate be automatically sent to employees via email when they receive a badge?">
    Yes. Certificates are automatically emailed, branded with company design, and can be downloaded or printed.
  </Accordion>

  <Accordion title="Is it possible to categorize metrics based on employee roles, such as individual contributors versus supervisory roles?">
    Yes. Admins can configure metrics and recognition categories based on role hierarchies.
  </Accordion>

  <Accordion title="Can we upload employee photos from the backend?">
    Yes. Admins can upload photos to personalize employee profiles, improving visibility in org charts and recognition feeds.
    ​
  </Accordion>

  <Accordion title="Can the system provide statistics on awards and appreciations given by managers, skip-level managers, and above hierarchy levels?">
    Yes. Reporting is tailored for:

    * Senior executives: Executive summary dashboards with organization-wide insights.
    * Managers: Team performance reports, top performers, recognition trends.
    * HR leaders: Program adoption reports, participation across departments or regions.
    * Program administrators: Comprehensive reporting on recognition activity, reward utilization, nominations, and budgets.
  </Accordion>

  <Accordion title="Are reminders sent to employees who are serving notice to use their points or coins before they lapse?">
    Yes. Automated nudges notify employees in their notice period to redeem pending rewards before expiry.
    ​
  </Accordion>

  <Accordion title="Does the platform maintain employee profiles with a history of recognitions, achievements, and milestones?">
    Yes. Employee profiles display historical recognitions, achievements, and milestones. Employees can personalize profiles with hobbies, skills, languages, and social links. Recognition history is visible to peers and managers.
    ​
  </Accordion>

  <Accordion title="Is there a manager-specific view for team hierarchy, newsfeeds, and performance leaderboards?">
    Yes. Managers can view org charts, team newsfeeds, track recognitions, and monitor performance via leaderboards. Recognition equity insights ensure inclusive engagement.
    ​
  </Accordion>

  <Accordion title="Does the platform offer a personal profile page to track recognitions received?">
    Yes. Each employee has a personal profile showing all recognitions received, including peer, manager, milestone, and core value awards, with chronological time stamps. Employees can also view appreciations they’ve given.
  </Accordion>

  <Accordion title="Does an Admin User have access to all employee recognitions across the organization?">
    Yes. Admins have full access to analytics and reporting dashboards, with filters by recognition type, department, location, and frequency. Recognition equity and trends can be analyzed to design engagement strategies.
  </Accordion>

  <Accordion title="Can employees redeem rewards for items that exceed their available balance by paying the difference?">
    Yes, employees can redeem higher-value rewards by combining their available points with personal payment methods such as credit cards, debit cards, or net banking. This flexibility ensures employees aren't limited to a fixed catalog or point value. Instead, they can select rewards that are meaningful to them, even if the product or service exceeds their balance. This option drives better reward satisfaction and supports greater personalization in the redemption experience.
  </Accordion>

  <Accordion title="Does the Xoxoday R&R tool support an employee wallet for storing reward points, and can employees redeem their balance across multiple reward categories?">
    Yes. The Xoxoday R\&R tool offers a dedicated employee wallet that securely stores credits and reward points earned from various recognition programs. This feature is designed to make reward management seamless, flexible, and personalized for every employee.

    Key features include:

    * Centralized rewards: Employees can accumulate points from peer-to-peer, manager-led, or automated recognition initiatives in a single wallet.
    * Flexible redemption: Wallet balances can be redeemed anytime, giving employees complete control over how and when they use their points.
    * User-friendly interface: The wallet is easily accessible via web, mobile app, or chatbot, making redemption and reward tracking simple and transparent.

    Wide range of redemption options:

    * Employees can redeem their wallet balance across multiple categories to suit their preferences and lifestyle. Available categories include:
    * E-gift cards from global and local brands
    * Curated experiences such as travel, dining, and adventures
    * Premium merchandise and lifestyle products
    * Charitable donations and CSR contributions
    * Financial products, including prepaid cards
    * Company-branded swag and exclusive collection
  </Accordion>
</AccordionGroup>

## Service Awards

<AccordionGroup>
  <Accordion title="What is the process for an associate receiving a Service Award? Is the process different for international populations?">
    * Wishboard Contributions: Before the milestone date, peers, managers, and stakeholders are notified to post congratulatory messages, GIFs, videos, and pictures. These wishes appear on the employee’s service anniversary.
    * Award Notification: On the anniversary, employees receive notifications via email and mobile app, with links to view messages and claim their award. Notifications can also be delivered via MS Teams.
    * Award Redemption: Employees can select from gift cards, merchandise, symbolic awards, charitable donations, or experiences. Detailed descriptions and automated tracking simplify the redemption process.
    * Customization Options: Companies can tailor communication timing, graphical elements, award selections, and delivery schedules to align with branding and business rules.
    * International Populations:

      * Supports multiple languages and currencies.
      * Provides localized catalogs to ensure relevance and meaningful options.
      * In-country fulfillment addresses customs, duties, and regional budgets.
      * Compliance with local tax laws ensures proper reporting and adherence.
  </Accordion>

  <Accordion title="What is the process for the manager of an associate receiving a Service Award? Is it different for international populations?">
    Managers receive automated notifications when an employee reaches a service milestone, inviting them to contribute messages, images, and videos on the digital Wishboard. Awards include company-branded certificates and a wide range of reward options, ensuring meaningful recognition. For international employees, the platform supports multiple currencies, languages, and local catalogs, with tax-compliance reporting to simplify global administration. This ensures consistent, equitable, and culturally sensitive recognition worldwide.
  </Accordion>

  <Accordion title="What is the process for redeeming a Service Award? Is the process different for international populations?">
    Eligible employees receive an email notification with a link to select their service award. They can redeem awards via the web portal, mobile app, or MS Teams. Employees choose their preferred gift, enter their shipping address, and the system processes and ships the award, typically within 3–15 days depending on location. The redemption process remains consistent for international employees, with country-specific catalogs and currency support where applicable.
  </Accordion>
</AccordionGroup>


# Rating nominations as a jury
Source: https://help-empuls.xoxoday.com/employees/recognitions/jury-ratings

Set up Jury-based awards in Empuls by involving a panel of evaluators who rate nominations independently before a moderator selects winners.

Jury-based awards involve a panel of evaluators who rate nominations independently before a moderator selects winners.

<Steps>
  <Step title="Access jury nominations">
    Navigate to **Recognitions > Recognition Approvals** and click **View all nominations**. Select the jury award you've been assigned to moderate or rate.

    <Frame>
      <img alt="Recognition Approvals page with View all nominations link for jury awards" />
    </Frame>
  </Step>

  <Step title="Filter and organise your view">
    Use the filters to narrow down nominations by nominee attributes (department, location, grade, business unit) or nominator attributes. Use the sort dropdown to show unrated nominations first, or sort by latest submissions or highest rated.

    <Frame>
      <img alt="Jury nominations list with filters for nominee attributes and sort dropdown" />
    </Frame>
  </Step>

  <Step title="Review nomination details">
    Click a nomination to see the full history: who nominated the employee, the first-level approval comments, the citation, and answers to any mandatory questions.

    <Frame>
      <img alt="Nomination detail view showing nominator, approval comments, citation, and answers" />
    </Frame>
  </Step>

  <Step title="Assign a jury rating">
    For a 10-point scale award, select a score from 1 to 10 and click **Save**. For a binary-scale award, click **Approve** or **Decline**. Your rating is recorded immediately and contributes to the nominee's aggregate jury score.

    <Frame>
      <img alt="Jury rating panel with 1 to 10 score selector and Save button" />
    </Frame>
  </Step>
</Steps>

**As a moderator:** After jury members submit their ratings, you review the ranked list under the **Moderator View** tab. Approve the top-scoring nominations to announce the winners. Budget points are deducted from the moderator's account and credited to the winners. Decline the remaining nominations.

<Frame>
  <img alt="Moderator View tab listing ranked nominations with approve and decline actions" />
</Frame>


# Submitting nominations
Source: https://help-empuls.xoxoday.com/employees/recognitions/nominations

Nominate colleagues with citations and evidence, manage the approval workflow as a reviewer, handle jury voting, and bulk-review multiple nominations at once.

Nomination-based awards require at least one person to formally propose a colleague for recognition. The nomination then moves through a review process (a single approver, a multi-level hierarchy, or a jury panel) before reward points are issued and an announcement appears on the feed. This page covers the full cycle from the nominator's perspective and from the approver's perspective.

## Bulk nomination approval walkthrough

<iframe />

## How the nomination process works

The exact steps depend on the award type configured by your admin, but the general flow is:

1. A **nominator** selects a recipient, picks an award, writes a citation, and submits.
2. A **first-level approver** reviews the nomination and approves, declines, or returns it for improvement.
3. For awards with a second approver, the nomination moves up to the **final approver**, who selects the budget and confirms.
4. For jury awards, the nomination goes to a **jury panel** for rating, and a **moderator** selects the winners.
5. On approval, points are credited to the recipient and a post appears on the group feed (if the award is configured as public).

<Info>
  Not all organisations use nomination-based awards. Check with your admin to confirm which awards are available to you before you start.
</Info>

## Submit a nomination

<Steps>
  <Step title="Open the recognition flow">
    Click **Recognize** in the feed box at the top of your home page, or click **Recognize** in the left sidebar.
  </Step>

  <Step title="Add the nominee">
    Type your colleague's name or email address. You can nominate an individual or, if the award allows it, a team of up to 50 members. Click **Next**.

    <Frame>
      <img alt="Adding a colleague as nominee in Empuls Recognize flow" />
    </Frame>
  </Step>

  <Step title="Choose an award and approver">
    A list of approval-based awards appears. Click any award to read its purpose and eligibility criteria. Select the award, then pick an **approver** from the list of authorised reviewers defined by your admin. Click **Next**.

    <Frame>
      <img alt="Choosing an award and selecting an approver for nomination" />
    </Frame>
  </Step>

  <Step title="Write a citation">
    The citation is a mandatory message explaining why the nominee deserves the award. Be specific: describe the achievement, the business impact, and the core value demonstrated.

    **Example:** "Priya's leadership of the new onboarding programme reduced time-to-productivity by 30%. Her ability to align five departments behind a single process demonstrates exceptional ownership and customer focus."

    Click **Improve with AI** to see an AI-generated version of your citation. You can regenerate it, copy it, or replace your text with the suggested version.
  </Step>

  <Step title="Attach supporting files">
    Click the **pin icon** to upload evidence supporting your nomination. You can attach up to 5 files in JPG, JPEG, PNG, XLS, CSV, DOC, PDF, or PPT format. Useful attachments include project reports, customer feedback emails, performance metrics, or press coverage.
  </Step>

  <Step title="Answer mandatory questions">
    If the award requires specific questions, you must answer them before submitting. Some text-based questions also allow you to attach files as evidence.
  </Step>

  <Step title="Review certificate citation (if applicable)">
    If the award includes a certificate, your citation text will appear on it. Click **Review Certificate** to preview the certificate and edit the citation that will be printed. You can write it manually or generate it with AI.
  </Step>

  <Step title="Submit for review">
    Review the nomination summary on the right side of the screen. Use the formatting toolbar to add bold, italics, bullet lists, or alignment to your citation. When you're satisfied, click **Submit for Review**.
  </Step>
</Steps>

You'll receive a notification once the approver has acted on your nomination.

## Track your nominations

To check the status of nominations you've submitted, navigate to **Recognitions > Recognition History**. Click any nomination to see its current status:

<Frame>
  <img alt="Nomination status view in Recognition History page" />
</Frame>

* **Approved** — the award has been issued.
* **Awaiting review** — waiting for an approver to take action.
* **Declined** — the approver rejected the nomination (a reason is provided).
* **Cancelled** — you cancelled the nomination before it was approved.

To cancel a pending nomination, click the three-dot menu on the nomination card and select **Cancel Nomination**.

<Frame>
  <img alt="Cancel Nomination option in the three-dot menu" />
</Frame>

<AccordionGroup>
  <Accordion title="Does the nominee know they've been nominated?">
    By default, nominees are not notified in real time. Admins can configure a one-time notification to inform nominees of their nomination, but the timing is controlled by the admin.
  </Accordion>

  <Accordion title="Can I nominate myself?">
    Only if the award has self-nomination enabled. The admin configures this during award setup.
  </Accordion>

  <Accordion title="Can I nominate a whole team?">
    Yes, if the award supports team recipients. Select multiple team members during the nomination flow. Admins configure whether the point value is split equally or whether each person receives the full amount.
  </Accordion>

  <Accordion title="What happens if my nomination is declined?">
    You receive a notification with the reason provided by the approver. You can resubmit if the award is still active and you improve the citation.
  </Accordion>

  <Accordion title="Can I bulk-approve nominations as an admin?">
    Yes. In the Recognition Approvals screen, select multiple nominations using the checkboxes and use **Bulk Actions** to approve or decline them all at once.
  </Accordion>

  <Accordion title="How do I raise a revocation request after an award is issued?">
    Navigate to **Recognitions > Recognition History**, find the approved nomination, click the three-dot menu, and select **Revoke Award**. Provide a reason and submit. A Super Admin reviews and completes the revocation.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Set up awards and core values" icon="award" href="/admin/programs/awards-core-values">
    Configure award types, eligibility, point values, and core value cards.
  </Card>

  <Card title="Reward campaigns" icon="flag" href="/admin/gifts/milestones-service-awards">
    Run structured, time-bound recognition cycles with governance rules.
  </Card>
</CardGroup>


# Recognition approvals
Source: https://help-empuls.xoxoday.com/employees/recognitions/recognition-approvals

Learn how to review and approve recognition nomiations as well set up automatic approvals in Empuls

## Review and approve nominations (approvers)

If you are designated as an approver for an award, you receive a notification whenever a new nomination is submitted for your review.

<Frame>
  <img alt="Recognition Approvals inbox listing pending nominations for review" />
</Frame>

<Steps>
  <Step title="Go to Recognition Approvals">
    Navigate to **Recognitions > Recognition Approvals** in the left menu. This shows all nominations assigned to you, with options to filter by recipient name, award name, nomination status, and date requested.
  </Step>

  <Step title="Check delegation status">
    If you're reviewing on behalf of a senior leader who has delegated approvals to you, toggle between **Pending on me** and **Pending on delegated account** at the top of the page.
  </Step>

  <Step title="Open the nomination">
    Click **Take Action** on any nomination to open the full detail view. You'll see the award details, the core value cited, the nominator's message, any answers to mandatory questions, and attached files.

    Use the **Smart Insights** panel to see data-driven context about the nominee's recent activity and recognition history. This helps you evaluate impact that may not be fully captured in the written citation.

    <Frame>
      <img alt="Nomination detail view with Smart Insights panel for the approver" />
    </Frame>
  </Step>

  <Step title="Take action">
    You have four options:

    | Action                | What it does                                                                               |
    | :-------------------- | :----------------------------------------------------------------------------------------- |
    | **Approve**           | Moves the nomination to the next stage (or issues the award if you're the final approver). |
    | **Decline**           | Rejects the nomination. You must provide a reason.                                         |
    | **Message Nominator** | Returns the nomination to the nominator with a note requesting an improved citation.       |
    | **Bulk Actions**      | Approve or decline multiple nominations at once.                                           |

    Providing a reason is mandatory for both approvals and rejections. This creates an audit trail and maintains transparency.
  </Step>

  <Step title="Edit the citation (optional)">
    Before approving, you can edit the citation if the nominator's text needs improvement. Hover over the citation text, click the **edit icon**, make your changes, and click the checkmark to save. You can also attach additional files as evidence.

    The nominator can edit the citation only before the first-level approver has acted.
  </Step>

  <Step title="Select a budget (final approver only)">
    If you are the final approver, you must select the budget from which reward points will be deducted before confirming the approval.
  </Step>
</Steps>

Once you approve the nomination, the system notifies the nominator, the nominee, and the nominee's relevant stakeholders. Reward points are credited to the nominee's account and (if configured as public) a recognition post appears on the group feed.

## Automatic approval timeout

You can configure an award so that nominations expire automatically if no action is taken within a defined period. This keeps the programme moving and avoids nominations sitting in an indefinite pending state.

To set this up, go to the award's **Advanced Settings** during creation or editing and configure **Nomination Validity**. Nominations that exceed the validity window are automatically declined.

<Note>
  Auto-approve can also be enabled for a specific approver level. When auto-approve is on, nominations reaching that level are approved instantly, provided the approver has sufficient budget. If budget is insufficient, all Super Admins receive an email alert.
</Note>


# Wall of Fame
Source: https://help-empuls.xoxoday.com/employees/recognitions/wall-of-fame

Showcase employee awards on the Wall of Fame, browse interactivity by department or award type, and use TV mode to display recognitions on office screens.

The Wall of Fame is a dedicated digital space where employees who receive awards and recognitions are spotlighted. It creates a virtual showcase of outstanding contributions across departments and teams, giving recognition the visibility it deserves. Employees can browse recognitions from their immediate circle or from the entire organization, filtered by month, award type, department, location, and more.

The Wall of Fame is available in two modes: **Interactive mode** for everyday browsing and **TV mode** for displaying recognitions on office screens and digital signage.

<Frame>
  <img alt="Empuls Wall of Fame showcasing employee award recipients for the month" />
</Frame>

## Interactive mode

Interactive mode lets employees browse all recognitions in the organization, drill into individual profiles, and filter the view to find the people and awards that matter most to them.

### Accessing the Wall of Fame

Navigate to **Recognitions > Wall of Fame**.

### Browsing recognitions

By default, the Wall of Fame shows recognitions from the current month. You can:

* Toggle between **My Circle** (recognitions within your connections) and **All** (organization-wide recognitions) using the view selector at the top.
* Switch between months by clicking the month selector. Click **More** to view older months.
* Click any employee's name card to see all their recognitions for the selected month in detail.

### Filtering the Wall of Fame

Click **Filter** to narrow the view using one or more of the following criteria:

* Award or core value
* Department
* Designation
* Grade
* Business Unit
* Location
* Cost center

Once you've selected your filters, click **Apply**.

### Sharing the Wall of Fame

You can copy a shareable link to the Wall of Fame using the **Share** button at the top, then clicking the **copy link** icon. This is useful for sharing recognition highlights with leadership or external stakeholders.

## Configuring what employees see

Admins can control which recognitions appear on the Wall of Fame through **Feed Settings**. The options are:

* **All updates** — employees see every recognition across the entire organization.
* **Recommended** — employees see only recognitions within their department, business unit, cost center, or shared office locations. This keeps the feed relevant for each person.
* **Both** — display all recognitions with the recommended filter also available.

To update this setting, navigate to **Feed Settings** and adjust the Wall of Fame visibility option.

## TV mode

TV mode is designed to display recognition highlights, new joiner introductions, and milestone celebrations on office screens — TVs in lobbies, conference rooms, and town halls. It runs as an auto-rolling web page that continuously cycles through content.

### Getting the TV mode link

The TV mode link is generated by the Empuls team on request. Contact [**cs@xoxoday.com**](mailto:cs@xoxoday.com) or your Empuls Account Manager to request your unique URL.

### Publishing TV mode on digital displays

Your IT team can publish the URL on digital displays using the admin console of your digital signage app. Alternatively, screensaver apps on individual screens can be configured to load the URL.

### Controlling what appears in TV mode

The TV mode URL can be customized to show or hide specific content types:

| Content type                      | Configuration range                          |
| --------------------------------- | -------------------------------------------- |
| **Recognitions**                  | Show recognitions from the last 7 to 90 days |
| **New joiner introductions**      | Show new joiners from the last 1 to 7 days   |
| **Birthday celebrations**         | Show or hide birthdays for today             |
| **Work anniversary celebrations** | Show or hide work anniversaries for today    |

Contact your Empuls Account Manager to adjust these configurations.

## FAQs

<AccordionGroup>
  <Accordion title="Who can see the Wall of Fame?">
    All active employees can access the Wall of Fame in interactive mode. The content they see depends on the visibility settings configured by your admin in Feed Settings.
  </Accordion>

  <Accordion title="Can I see past months on the Wall of Fame?">
    Yes. Use the month selector at the top of the page and click **More** to access older months.
  </Accordion>

  <Accordion title="How do I get the TV mode URL for our office screens?">
    Reach out to [cs@xoxoday.com](mailto:cs@xoxoday.com) or your Empuls Account Manager. They will generate a custom URL for your organization.
  </Accordion>

  <Accordion title="Can I filter the Wall of Fame by a specific award?">
    Yes. Click **Filter**, then select the specific award or core value you want to display, along with any additional criteria. Click **Apply**.
  </Accordion>

  <Accordion title="What's the difference between 'My Circle' and 'All' on the Wall of Fame?">
    **My Circle** shows recognitions from employees within your selected connections (based on your feed personalization settings). **All** shows recognitions from across the entire organization.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Social intranet" icon="house" href="/employees/socials/social-intranet">
    Overview of posts, reactions, feed personalization, and announcement spotlights.
  </Card>

  <Card title="Awards and core values" icon="trophy" href="/admin/programs/awards-core-values">
    Configure the award programs that feed into the Wall of Fame.
  </Card>
</CardGroup>


# Festive gifts
Source: https://help-empuls.xoxoday.com/employees/redemption/festive-gifts

Pick a gift from your organization's seasonal campaign (Diwali, Christmas, New Year, or any custom occasion) within the claim window your admin sets.

Festive gifting campaigns let your organization celebrate seasons and milestones together. When Diwali, Christmas, Eid, New Year, Founder's Day, or any custom occasion is live, you receive an invite to pick a gift from a curated catalog. Your admin chooses the catalog and the claim window; you choose what you want before the window closes. Open the active campaign from your notification, or go to `https://<your-empuls-domain>/home/festive-gift-ideas` to see what's open for you.

## When you'll get notified

The moment your admin launches a campaign, you receive notifications via:

* **In-app**: a banner on your Empuls home and a notification in the bell icon.
* **Email**: a celebratory email with a direct link to the catalog.
* **Slack, MS Teams, or Google Chat**: if those integrations are connected, a message in your direct messages.

Empuls also sends one reminder if you haven't claimed within 48 hours of the campaign start, and a final reminder 24 hours before the window closes, so it's hard to miss.

## Claim your gift

<Steps>
  <Step title="Open the campaign">
    Click the link in your notification, or visit the festive gifts page.

    <Frame>
      <img alt="Festive gift campaign invite link in Empuls notification" title="Festive gift campaign invite link in Empuls notification" />
    </Frame>
  </Step>

  <Step title="Browse the catalog">
    The catalog shows every gift option your admin curated for this campaign: gift cards, physical merchandise, charitable donations, and experiences. Use filters (category, price tier, country) to narrow down.

    <Frame>
      <img alt="Festive gift catalog with filters for category and price" />
    </Frame>
  </Step>

  <Step title="Pick one">
    Click into a gift to see details: what's included, expected delivery time (for physical items), and terms and conditions. When you've decided, click **Choose this gift**.

    <Frame>
      <img alt="Gift detail page with Choose this gift button" title="Gift detail page with Choose this gift button" />
    </Frame>
  </Step>

  <Step title="Confirm">
    A confirmation screen shows your choice and any delivery details required (mailing address for physical items, redemption email for digital gift cards).

    <Frame>
      <img alt="Confirmation screen for selected festive gift with delivery details" />
    </Frame>
  </Step>

  <Step title="Submit">
    Empuls confirms your choice. You'll see a success message and a tracking link.
  </Step>
</Steps>

## After claiming

| Gift type                                  | What happens                                                                         |
| ------------------------------------------ | ------------------------------------------------------------------------------------ |
| **Digital gift card**                      | Delivered to your registered email within minutes; includes a redemption code        |
| **Physical merchandise**                   | Shipped to the address you provided; tracking link emailed when it ships             |
| **Charitable donation**                    | Donation processed immediately; you receive a receipt for tax purposes if applicable |
| **Experience** (event tickets, activities) | Booking confirmation with details for redeeming the experience                       |

Track your claim status from your [Order history](/employees/redemption/order-history) page.

## Change your mind?

Once you submit, the choice is final and Empuls processes the gift immediately. If you discover a problem (wrong delivery address, gift wasn't what you expected, item arrived damaged), contact your HR team to escalate. Empuls's supply chain partner can help with shipping and replacement issues for physical items.

## Multiple campaigns

If multiple festive campaigns are running concurrently (rare but possible), each appears separately. You claim each one independently within its own window.

## Limits and gotchas

* The claim window is hard. After it closes, the campaign expires and you can't claim retroactively.
* Some gifts have country restrictions, so the catalog will only show what's available in your registered country.
* Physical gift delivery times vary by region. Tracking links update as the shipment moves.

## Related

<CardGroup>
  <Card title="Order history" href="/employees/redemption/order-history">
    Track your festive gift after claiming.
  </Card>

  <Card title="Redeem points" href="/employees/redemption/redeem-points">
    Use your reward points (separate from festive gifts).
  </Card>

  <Card title="Perks store" href="/employees/benefits/perks-overview">
    Discounted gift cards available year-round.
  </Card>
</CardGroup>


# Order history
Source: https://help-empuls.xoxoday.com/employees/redemption/order-history

Learn how to use order history in Empuls, part of Empuls's reward redemption tools for HR and people teams. Built for HR and people teams.

Order History displays all your redemption orders made through the Empuls rewards platform. Track the status of each order, view order details, and access tracking information for physical items.

## Viewing Your Orders

<Steps>
  <Step title="Access Order History">
    Click your profile image and select **Order History** from the drop-down menu, or navigate directly to `/home/order-history`. Ensure you are logged in using your registered email and password.

    <Frame>
      <img alt="Order History option in the Empuls profile dropdown menu" />
    </Frame>
  </Step>

  <Step title="Review Your Orders">
    The Order History page displays a detailed record of all your orders (in progress, delivered, or cancelled), including delivery status, points used, and price. Click on any order to view additional details such as the item name, category, and associated transaction IDs.

    <Frame>
      <img alt="Order History page listing redemption orders with status, points, and price" />
    </Frame>
  </Step>

  <Step title="Resend Gifts Cards">
    To resend a gift card to your email, click on "view details" and then proceed to click on the **Resend Gift Card** button.

    <Frame>
      <img alt="Order details view with the Resend Gift Card button highlighted" />
    </Frame>
  </Step>
</Steps>


# Physical gift claims
Source: https://help-empuls.xoxoday.com/employees/redemption/physical-gift-claims

Learn how to claim physical gifts. Confirm your shipping address and any product options so a physical award or merchandise gift can be packed and dispatched to you.

When an admin sends you a physical gift (a swag pack, a merchandise box, a milestone branded item, or any tangible reward), you need to claim it before it ships. Empuls notifies you, asks for your shipping address and any product options like size or color, then queues the order with its supply chain partner.

## Why claim?

Empuls doesn't ship physical items automatically because:

* Your address may have changed since your profile was last updated.
* Multi-variant items (clothing, electronics) need a size/color/region choice.
* Some items have customs implications and need your acknowledgment.

The claim flow keeps you in control and prevents shipping errors.

## Claim a gift

<Steps>
  <Step title="Open the claim notification">
    Click the **Claim your gift** link in the in-app notification or email.

    <Frame>
      <img alt="Claim your gift notification email and in-app prompt in Empuls" title="Claim your gift notification email and in-app prompt in Empuls" />
    </Frame>
  </Step>

  <Step title="Review the gift">
    The page shows the item, who sent it, the citation (if attached), and expected delivery time.

    <Frame>
      <img alt="Physical gift claim page showing item, sender, and expected delivery" />

      <Frame>
        <img alt="Gift claim shipping address and variant options form" />
      </Frame>
    </Frame>
  </Step>

  <Step title="Pick options if shown">
    For multi-variant items, choose size, color, or other attributes. Variants in stock are shown; out-of-stock variants are greyed out.
  </Step>

  <Step title="Confirm or update your address">
    Empuls pre-fills your last-used shipping address. Update it if you've moved or need delivery to a different location. A different country may have customs implications, and Empuls will flag it if so.
  </Step>

  <Step title="Submit the claim">
    The order is queued with the supply chain partner. You'll see a tracking page that updates as the order moves: queued, confirmed, shipped, in transit, delivered.
  </Step>
</Steps>

## Track your shipment

The tracking page lives at your [Order history](/employees/redemption/order-history). Once the supply chain partner generates a tracking number, it appears on the order page. Click through to the carrier's site for live updates.

## Claim deadlines

Most physical gifts have a claim deadline (typically 30 days from the sent-on date). If you haven't claimed by the deadline:

* Empuls sends two reminders (at 14 days and 7 days before deadline).
* If the deadline passes, the gift may be reissued at the sender's discretion, converted to reward points, or expire, depending on your admin's settings.

If you'll be away during a claim window, reach out to your HR team to extend.

## Problems with delivery

If your gift arrives damaged, doesn't arrive, or is wrong:

1. Open the order on Order history.
2. Click **Report a problem**.
3. Describe the issue and upload photos if applicable.
4. Empuls's supply chain partner reviews and arranges replacement or refund.

## International shipping

For gifts shipped internationally:

* **Customs duties**: some destinations charge customs duties on imports. Empuls covers duties for most major routes, and the gift detail page states if duties are payable on delivery.
* **Restricted items**: some items (electronics, alcohol-related gifts) are restricted in certain countries. The catalog already filters by your country, but address changes may surface restrictions later in the claim flow.
* **Delivery times**: international shipping is typically 7 to 21 business days depending on origin and destination.

## Limits and gotchas

* Once submitted, the address and options cannot be edited. If you need to change something, contact your HR team **before** the order ships.
* Empuls does not ship to P.O. boxes for most physical items, so use a street address.
* Claim deadlines are firm; missed claims are non-recoverable except via the admin's discretion.

## Related

* [Order history](/employees/redemption/order-history): track all claimed orders.
* [Festive gifts](/employees/redemption/festive-gifts): time-bound seasonal gifting.
* [Redeem points](/employees/redemption/redeem-points): use reward points for self-directed redemption.


# How to redeem
Source: https://help-empuls.xoxoday.com/employees/redemption/redeem-points

Browse the rewards catalog, check your points balance, place an order, top up any shortfall with a card, and track every redemption in your order history.

Every time you're recognised, you earn points that have real monetary value. The Empuls rewards catalog spans over a dozen categories (digital gift cards, physical merchandise, travel, experiences, charitable donations, and more) and is available across 100+ countries. This guide takes you from checking your balance through completing a redemption and tracking your order.

## Interactive walkthrough

<iframe />

## Check your points balance

You can see your available points in two places:

* **Dashboard** — Your balance appears on the right side of the home screen under **My Points**.
* **Shop** — When you open the Shop from the left navigation, your balance is displayed at the top of the page.

## Redeem your points

<Steps>
  <Step title="Go to the Shop">
    Click **Shop** in the left navigation menu to open the Reward Store.

    <Frame>
      <img alt="Empuls Shop entry from the left navigation opening the Reward Store" />
    </Frame>
  </Step>

  <Step title="Browse by category">
    Use the category tabs to explore available rewards. The catalog includes:

    * **Gift Cards** — Amazon, Starbucks, Apple, Netflix, Spotify, Uber Eats, Airbnb, and hundreds more
    * **Merchandise** — Apparel, accessories, office items, and home goods
    * **Company Store** — Items curated by your organisation
    * **Health & Wellness**
    * **Experiences** — Sports, dining, wellness, adventure, classes, and travel experiences
    * **Flights** and **Hotels**
    * **Mobile Recharge** — Prepaid and postpaid
    * **Lounge access**, **Miles**, and **Charity** donations

    <Frame>
      <img alt="Reward Store category tabs including gift cards, merchandise, and experiences" />
    </Frame>
  </Step>

  <Step title="Filter and sort">
    Use the **filter** to narrow results by category or subcategory. Enable **Picks for my points** to automatically show only items within your current balance. Sort by **Recommended**, **Recently added**, **Price (Low to High)**, or **Price (High to Low)**.

    To view products from another country, change the country selector in the **top-right corner** of the Shop.

    <Frame>
      <img alt="Filter, sort, and country selector controls in the Reward Store" title="Filter, sort, and country selector controls in the Reward Store" />
    </Frame>
  </Step>

  <Step title="Select your item">
    Click on a product or gift card. For merchandise, choose your preferred **colour** and **size** if available. For gift cards, enter the desired **denomination** and choose a \*\*quantity. \*\* 

    <Info>
      Multiple merchandise products can be added to your cart and redeemed in a single checkout. For all other reward types (gift cards, experiences, flights, etc.), you redeem one item at a time.
    </Info>

    <Frame>
      <img alt="Gift card denomination and quantity selection in the Empuls Reward Store" />
    </Frame>
  </Step>

  <Step title="Review your cart and proceed">
    For merchandise products, click **Go to Cart** to review your order summary, then click **Proceed to shipping details**. For gift cards, click **Redeem Points**.
  </Step>

  <Step title="Enter shipping details (Only for merchandise)">
    For physical merchandise, enter your **delivery address** and any required information. Digital gift cards do not require a shipping address.

    <Frame>
      <img alt="Shipping details form for physical merchandise redemption" />
    </Frame>
  </Step>

  <Step title="Complete the redemption">
    * If your points cover the full order, click **Redeem Points** to confirm.
    * If your balance is insufficient, you'll be offered a **partial payment** option — your points cover what they can, and you pay the remaining balance by credit card. The payment process is handled by **Stripe** and is **PCI compliant**.

    Once the transaction is processed, you'll receive an order confirmation. For digital gift cards, the voucher code is sent to your registered email address instantly.

    <Frame>
      <img alt="Redemption confirmation with partial payment option via Stripe" />
    </Frame>
  </Step>
</Steps>

<Note>
  Digital gift cards are delivered instantly to your registered email. Physical merchandise typically takes **3–15 business days** depending on your location and the item.
</Note>

<Tip>
  If you have points from multiple award programs or wallets, they can be combined at checkout to cover a single order.
</Tip>

## View your account statement

Your account statement gives you a full transaction history — every point you've received, every redemption you've made, and your running balance.

<Frame>
  <img alt="Account Statement showing date, description, debit, credit, and closing balance" />
</Frame>

<Steps>
  <Step title="Open the account statement">
    Click your **profile image** and select **Account Statement** from the dropdown.
  </Step>

  <Step title="Read your transactions">
    Each row shows a **Date**, **Description**, **Debit** (points spent), **Credit** (points received), and **Closing Balance** after that transaction.

    * A value in the **Credit** column means points were added — from recognition, awards, or admin adjustments.
    * A value in the **Debit** column means points were deducted — from giving recognition to others or from a redemption.
  </Step>
</Steps>

<Info>
  Your closing balance updates after every transaction and reflects your real-time available points at that moment.
</Info>

**Example transactions**

| Date        | Description                        | Debit | Credit | Closing Balance |
| :---------- | :--------------------------------- | :---- | :----- | :-------------- |
| 01 Mar 2026 | Recognition received from Anushree | —     | 100    | 350             |
| 03 Mar 2026 | Redeemed gift card                 | 200   | —      | 150             |

## FAQs

<AccordionGroup>
  <Accordion title="I didn't receive my gift card voucher code">
    Check your spam or junk folder and wait a few minutes — delivery is usually instant but can occasionally take longer. You can resend the code from your **Order History** by hovering over the item and clicking **Resend Gift Card**. If it still hasn't arrived, contact support at [cs@xoxoday.com](mailto:cs@xoxoday.com).
  </Accordion>

  <Accordion title="An item I want is out of stock">
    Inventory updates regularly. Check back later or ask your administrator about a waitlist option. You can also browse similar items in the same category.
  </Accordion>

  <Accordion title="I received the wrong or a damaged item">
    Contact support at [cs@xoxoday.com](mailto:cs@xoxoday.com) immediately. Most issues are resolved quickly.
  </Accordion>

  <Accordion title="I can't purchase a voucher or product">
    This may be a permissions issue configured by your administrator. Check with your admin to confirm your access settings.
  </Accordion>

  <Accordion title="How do I redeem if my points balance is too low?">
    Select the partial payment option at checkout. Your available points are applied as a discount, and you pay the remaining balance by credit card through the secure Stripe payment gateway.
  </Accordion>

  <Accordion title="Can I book flights with my points?">
    Yes. Go to **Shop**, select the **Flights** tab, and click **Explore now**. You'll be redirected to the Plum store where you can search and book flights using your points.
  </Accordion>
</AccordionGroup>


# Celebrations and yearbook
Source: https://help-empuls.xoxoday.com/employees/socials/celebrations

Celebrate employee milestones automatically in Empuls: birthdays, work anniversaries, and team moments with personalized wishes, group posts, and a digital yearbook.

Celebrate birthdays, work anniversaries, and new joiners with wish boards — a digital celebration board that lets colleagues post messages, GIFs, and signatures. When the celebration window closes, Empuls compiles everything into a downloadable yearbook.

<Frame>
  <img alt="Celebrations board showing birthday, new joinee, and work anniversary cards" />
</Frame>

## Wish board types

<Columns>
  <Card title="Birthday" icon="cake">
    Double the joy of celebrating a birthday with personalised greetings.
  </Card>

  <Card title="New joinee" icon="user-plus">
    Collate best wishes for new employees and welcome them to the team.
  </Card>

  <Card title="Work anniversary" icon="award">
    Collate wishes for employees on their work anniversary and service milestones.
  </Card>
</Columns>

## Leaving a wish

<Steps>
  <Step title="Navigate to celebrations">
    Go to **Home** and view all events under the celebrations card on the right. You can also access **Home > Celebration tab** to view all present, past, and upcoming celebrations.

    * Filter by **Past**, **Today's**, or **Upcoming**
    * Filter by **Birthdays**, **Work anniversaries**, or **New joiners**
    * Switch from **My circle** to **Everything** to view all celebrations
  </Step>

  <Step title="Click Wish and compose your message">
    Click **Wish** next to the person you'd like to greet. Write a personal message referencing something specific about them or your shared experience.

    <Frame>
      <img alt="Wish compose screen with message input and GIF search" />
    </Frame>
  </Step>

  <Step title="Add a GIF (optional)">
    Click **Search GIF** to browse the GIF library. Select a GIF and click **Attach**.
  </Step>

  <Step title="Use AI to improve your message (optional)">
    Click **Improve with AI** to generate a more thoughtful message. You can refresh the suggestion, copy it, or replace your text with it.
  </Step>

  <Step title="Send your wish">
    Click **Send wish** to post on the wish board. After publishing, you can also send a gift voucher to the recipient.

    <Frame>
      <img alt="Sent wish on the wish board with reaction options" />
    </Frame>
  </Step>
</Steps>

<Tip>
  The social feed also displays today's birthdays, new joiners, and work anniversaries for quick access.
</Tip>

## Signature pages

Some wish boards include a signature page where colleagues can sign digitally. Click **Sign** on the wish board to add your signature. All signatures are compiled into the yearbook alongside the wishes.

## Yearbook

When the celebration window ends, Empuls automatically compiles every wish, photo, GIF, and signature into a page-by-page yearbook you can keep and download.

### When you get a yearbook

You receive a yearbook for each celebration that ran a wish board on your behalf:

* Your birthday (annual)
* Each work anniversary
* Each service-award milestone (1 yr, 3 yr, 5 yr, etc.)
* Welcome / new-joiner wish boards
* Farewell wish boards

You'll get an in-app and email notification when the yearbook is ready, typically within 24 hours of the wish board window closing.

### What's inside

| Page                 | Content                                                 |
| -------------------- | ------------------------------------------------------- |
| **Cover**            | Title, celebration occasion, your name and photo        |
| **Wish pages**       | Every wish posted to the board                          |
| **Signature pages**  | Compiled signature collection                           |
| **Photo gallery**    | All photos posted to the board                          |
| **Recognition wall** | Recognitions you received during the celebration window |
| **Closing page**     | Stats — number of wishes, signatures, contributors      |

### View and download

1. Click the **View your yearbook** link in the in-app notification or email.
2. Use the page navigation at the bottom to flip through pages.
3. Click **Download PDF** to save a copy.

### Share your yearbook

Yearbooks are private to you by default. You can:

* **Share via internal link** — Send the yearbook URL to a colleague (Empuls login required).
* **Share PDF** — Send the PDF outside Empuls.
* **Make public to your org** — Only available for milestone anniversaries; turns the yearbook into a public page on the Wall of Fame.

All your past yearbooks remain accessible from your profile under the **Yearbooks** tab.

<Note>
  Yearbooks generate once the wish board window closes. Wishes posted after generation won't appear.
</Note>


# Communities
Source: https://help-empuls.xoxoday.com/employees/socials/groups

Create and manage communities in Empuls where employees with shared interests can connect, collaborate, and engage beyond their immediate team structure.

Groups are the communities at the heart of Empuls. They bring together colleagues around shared roles, departments, locations, interests, or projects — and they're where conversations, recognitions, announcements, and polls live. Every organization starts with a default **Townhall** group that includes all employees, and you can create as many additional groups as your organization needs.

<Info>
  By default, any active employee can create a group. Super Admins can restrict group creation to managers and admins only under **Access Control Settings**.
</Info>

## Group types

Empuls supports several categories of groups. Use the type that fits your purpose:

<Frame>
  <img alt="Empuls group types overview including Townhall, department, and interest groups" />
</Frame>

| Group type            | Description                                                                          |
| --------------------- | ------------------------------------------------------------------------------------ |
| **Townhall**          | Default company-wide group. All employees are members automatically.                 |
| **Department groups** | Official groups for a team or function, typically managed by HR or department leads. |
| **Location groups**   | Groups organized by office location or region.                                       |
| **Interest groups**   | Voluntary communities around hobbies, sports, wellness, books, and more.             |
| **Project groups**    | Created for specific projects or product initiatives.                                |
| **Leadership groups** | Restricted groups for management-level discussions.                                  |

### Public vs. private groups

* **Public groups** — visible to all employees; anyone can join immediately.
* **Private groups** — membership requires approval from a Group Admin. Non-members can optionally be allowed to view discussions without joining.

## Creating a group

<Steps>
  <Step title="Navigate to groups">
    Go to **Social > Groups > See All**, then click **Create Group**.

    <Frame>
      <img alt="Social > Groups > See All page with the Create Group button" />
    </Frame>
  </Step>

  <Step title="Fill in group details">
    Enter the **Name**, **Description**, and **Membership Restrictions** (public or private). Click **Create Group**.

    <Frame>
      <img alt="Create Group form with Name, Description, and Membership Restrictions" />
    </Frame>
  </Step>

  <Step title="Add members">
    From the group page, click **Add Members** in the **Group Members** card on the right. You can:

    * Type individual **email addresses** manually
    * Use filters such as **All Employees**, **By Department**, or **By Location** to add members in bulk
    * Set up **automatic membership rules** by configuring parameters
      <Frame>
        <img alt="Add Members panel with email and filter-based bulk add options" />
      </Frame>
      <Frame>
        <img alt="Automatic membership rule configuration using employee attributes" />
      </Frame>
  </Step>
</Steps>

<Info>
  When employees are added to a group, they receive a notification.
</Info>

## Joining a group

<Steps>
  <Step title="Browse available groups">
    Navigate to **Social > Groups > See All**, then click the **Other Groups** tab to see all groups you haven't joined yet.
  </Step>

  <Step title="Join a group">
    Search for the group by name or browse the list. Click **Join** on the group you want to join.
  </Step>
</Steps>

<Note>
  You can join public groups immediately. For private groups, your request goes to the Group Admin for approval.
</Note>

## Automatic group membership

Instead of manually managing members, you can define smart membership rules that automatically add and remove employees as their profiles change.

### How it works

Admins can set membership rules based on one or more criteria:

* **Location** (e.g., Bangalore, London)
* **Department / Function** (e.g., Engineering, Sales)
* **Employee Type** (e.g., Full-time, Intern)
* **Grade / Level**
* **Business Unit**
* **Custom attributes** from your HRMS

Once rules are saved:

* **Auto-join**: Employees who match the criteria are added automatically.
* **Auto-remove**: Employees who no longer match (due to a promotion, location change, or department transfer) are removed automatically.

### Setting up automatic membership

<Steps>
  <Step title="Open Add Members">
    Navigate to the group, then click **Add Members** in the Group Members card.
  </Step>

  <Step title="Apply filters">
    Use the filter dropdowns to define your audience — by department, location, grade, business unit, or other attributes.
  </Step>

  <Step title="Enable automation">
    Check the option to **update group members automatically in real time**. This enables the auto-join and auto-remove behavior.
  </Step>

  <Step title="Save">
    Click **Add** to save the rules. Matching employees are added immediately, and membership stays current as employee data changes.
  </Step>
</Steps>

<Tip>
  Automatic membership is highly recommended for large or distributed organizations. It's ideal for department groups, location groups, new joiner welcome groups, and regional social clubs.
</Tip>

### Common automation use cases

| Community type | Rule example                          | Result                                         |
| -------------- | ------------------------------------- | ---------------------------------------------- |
| Location-based | `Location = Los Angeles`              | All LA employees join automatically            |
| Org function   | `Department = Engineering`            | Engineering team grouped for knowledge sharing |
| Leadership     | `Designation contains "Manager"`      | Managers-only group for strategic discussions  |
| New joiners    | `Date of joining within last 30 days` | Onboarding group auto-populated each month     |

## Posting in groups

<Steps>
  <Step title="Open the group feed">
    Navigate to the group and click **Post** at the top of the feed.
  </Step>

  <Step title="Write your message">
    Type your post. Keep it relevant to the group's purpose, clear, and professional.
  </Step>

  <Step title="Add formatting and media">
    Use bold, italics, and lists for readability. Attach images, videos, documents, or GIFs using the icons in the composer. Documents can be up to 10 MB; videos up to 500 MB.
  </Step>

  <Step title="Tag people or values">
    Use **@name** to mention a colleague — they'll receive a notification. Use **@group** to notify all group members. Use **#value** to attach a company core value card for peer recognition.
  </Step>

  <Step title="Post">
    Click **Post** to publish to the group.
  </Step>
</Steps>

### Types of content to post in groups

* **Announcements** — upcoming events, policy updates, important information
* **Questions** — ask for input, seek advice from colleagues
* **Knowledge sharing** — tips, articles, resources
* **Recognition** — celebrate a colleague's achievement using a value card
* **Polls** — gather quick opinions from the group
* **Community posts** — fun, social content to build connection

## Managing group settings

Group Admins can update group details, privacy, content moderation, and membership from the group settings panel.

<Steps>
  <Step title="Open group settings">
    Navigate to **Home > Groups > See All**, select the group, then click **Group Settings** in the **About this group** card on the right side.
  </Step>

  <Step title="Edit group information">
    Click the **pen icon** to update the group's **Name**, **Image**, and **Description**. Click **Update** to save.

    <Frame>
      <img alt="Edit group information dialog with Name, Image, and Description fields" />
    </Frame>
  </Step>

  <Step title="Manage privacy">
    Switch the group between **Public** and **Private** to control who can join and view content.

    <Frame>
      <img alt="Group privacy toggle for switching between Public and Private" />
    </Frame>
  </Step>

  <Step title="Configure content moderation">
    Click **More > Edit** to open content settings. Check or uncheck permissions for members, such as the ability to initiate discussions or add comments. Click **Update** to save.

    <Frame>
      <img alt="Content moderation settings with member permission checkboxes" />
    </Frame>
  </Step>
</Steps>

## Managing group members

### Adding members

Navigate to **Group Settings > All Members**, then click **Add Members**. Enter email addresses or apply filters to add multiple employees at once.

### Removing members

Go to **Group Settings > All Members**, click the **action icon** next to a member's name, and select **Remove from Group**.

<Warning>
  Bulk removal is not available. Members must be removed individually.
</Warning>

### Giving and revoking admin rights

* To make someone an admin: **Group Settings > All Members > action icon > Make Admin**
* To revoke admin access: **Group Settings > All Members > action icon > Revoke Admin Access**

## Archiving, leaving, or deleting a group

Click the **three-dot icon** on the Group Information page and choose the relevant option:

* **Leave group** — removes you from the group without affecting other members
* **Archive group** — prevents new posts and comments; older content remains viewable; archived groups appear under **My Groups**
* **Delete group** — permanently removes the group and all its content

## Best practices

<AccordionGroup>
  <Accordion title="What makes a good group name?">
    Choose a name that immediately communicates the group's purpose. Vague names like "Team A" don't help employees decide whether to join. Clear names like "Engineering — Backend" or "Book Club" work much better.
  </Accordion>

  <Accordion title="How many groups should we create?">
    Start with the essentials: a group for each department, a location group per major office, and a few interest groups to seed community. Let employees create additional groups organically as interest develops.
  </Accordion>

  <Accordion title="When should I use public vs. private groups?">
    Use public groups for departments, locations, and general interest communities where transparency is fine. Use private groups for leadership discussions, project teams with sensitive information, or exclusive programs.
  </Accordion>

  <Accordion title="How do I keep groups active?">
    Post consistently. Ask questions, share wins, and run polls. Welcome new members by name. Respond to posts from others — groups thrive when participation is reciprocal.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Social intranet" icon="house" href="/employees/socials/social-intranet">
    Overview of all social intranet features including posts, reactions, and feed personalization.
  </Card>

  <Card title="Townhall" icon="megaphone" href="/employees/socials/townhall">
    Use the Townhall group for company-wide announcements and broadcasts.
  </Card>
</CardGroup>


# People directory
Source: https://help-empuls.xoxoday.com/employees/socials/people-directory

Use the Empuls people directory to search for colleagues by name, department, or location, view profiles, see org chart relationships, and connect with your team.

Learn how to access the employee directory and view the org structure.

The People Directory gives you a view of your entire organisation. Find colleagues, explore your company structure, and connect with the right people — all in one place.

## Access the People Directory

<Steps>
  <Step title="Log into your Empuls account" />

  <Step title="Click on your profile image on the bottom left and select the People Directory from the drop-down menu">
    <Frame>
      <img alt="People Directory option in Empuls profile dropdown menu" />
    </Frame>
  </Step>

  <Step title="Browse the list of colleagues — you'll see names, job titles, photos, and departments">
    <Frame>
      <img alt="Colleague list view with names, titles, and departments" />
    </Frame>
  </Step>
</Steps>

## Explore the Org Chart

<Steps>
  <Step title="Click the org chart icon located on the right-hand side">
    <Frame>
      <img alt="Org chart icon on the right side of People Directory" />
    </Frame>
  </Step>

  <Step title="View your company's full reporting hierarchy" />

  <Step title="Click the + icon to expand levels beneath a person" />

  <Step title="Click any manager's name to see their direct reports" />

  <Step title="Navigate up and down the hierarchy to explore the full structure" />
</Steps>

## Filter the Directory

<Steps>
  <Step title="Click the filter icon to sort or narrow down the employee list">
    Choose from three options:

    * **A → Z** — sort employees alphabetically by name
    * **Z → A** — sort employees in reverse alphabetical order
    * **Department** — filter by a specific team or department

    <Frame>
      <img alt="Filter options to sort employees by name or department" />
    </Frame>
  </Step>
</Steps>


# Social intranet
Source: https://help-empuls.xoxoday.com/employees/socials/social-intranet

Explore Empuls's social intranet: post updates, react and comment, share files, create polls, recognize colleagues, and build a connected company culture in one platform.

The Empuls social intranet is the central hub for company communication — a place where employees post updates, celebrate milestones, share wins, and engage with colleagues across teams and locations. This guide covers every core feature, from your employee directory and profile to announcement spotlights, polls, and feed personalization.

<Info>
  You need a **Super Admin** or **Social Intranet Admin** role to configure platform-wide settings. All active employees can post, react, and personalize their feed.
</Info>

## People directory

<Frame>
  <img alt="People Directory with searchable list of employees, designations, and departments" />
</Frame>

The employee directory gives everyone a searchable view of the organization — names, designations, departments, and reporting structures.

To access the directory, go to your **profile image > People Directory**, or navigate to **Home > People Directory**.

From the directory you can:

* Look up a colleague's contact and team details
* Search for peers across departments
* View the org chart and reporting hierarchy

## Creating posts

Posts are the primary way to share information on the social feed. Navigate to **Home**, select the group where you want to post, click **Post**, type your message, and share.

<Frame>
  <img alt="Post composer on the social feed with text input and group selector" />
</Frame>

In addition to plain text, you can attach:

* **Images** — product screenshots, event photos, team wins
* **Videos** — product demos, testimonials, key achievements (up to 500 MB per file)
* **Polls** — collect crowdsourced opinions (see below)
* **GIFs and emojis** — add personality to your posts

<Frame>
  <img alt="Post attachment options for images, videos, polls, GIFs, and emojis" />
</Frame>

Admins and Super Admins can broadcast company news, policy updates, and customer wins to any group. To notify all employees at once, post in the **Townhall** group and tag **@group** — this sends a notification to every active user.

<Frame>
  <img alt="Townhall group post with @group mention to notify all employees" />
</Frame>

### Editing and deleting posts

Click the **three-dot icon (⋮)** at the top-right of any post, then select **Edit** or **Delete**.

<Frame>
  <img alt="Three-dot post menu showing Edit and Delete options" />
</Frame>

### Pinning a post

Admins can pin any post to keep it at the top of the newsfeed for maximum visibility. Use the three-dot menu on the post and select **Pin**.

## Announcement spotlight

The Announcement Spotlight lets admins surface critical messages so they don't get buried in the feed. Spotlights appear prominently and stay visible until they expire.

<Steps>
  <Step title="Switch to spotlight">
    Navigate to **Home > Post** and click **Switch to Spotlight**. Add a title and description for your announcement.

    <Frame>
      <img alt="Switch to Spotlight composer with title and description fields" />
    </Frame>
  </Step>

  <Step title="Set duration and expiry">
    Click the calendar icon to set an **expiry date and time**. Once the expiry passes, the spotlight is removed from the top of the feed automatically.

    <Frame>
      <img alt="Calendar picker to set the expiry date and time for a spotlight announcement" />
    </Frame>
  </Step>

  <Step title="Add links and redirect URLs">
    Optionally add relevant links so employees can take action directly from the announcement — for example, linking to a policy document or registration form.
  </Step>

  <Step title="Set visibility">
    Choose who sees the spotlight:

    * **Everyone** — all active employees across the organization
    * **Specific audience** — use dropdown filters such as Department, Location, Cost Center, or Designation to target a subset of employees

    Only employees who match your selected filters will see the spotlight.
  </Step>

  <Step title="Post the announcement">
    Click **Post**. Your spotlight appears prominently at the top of matching employees' feeds for the duration you set.
  </Step>
</Steps>

Employees can also browse past and active spotlights by navigating to **Socials > Spotlight**, where they can filter announcements by tag and read full details.

## Polls

Polls are a fast way to gather employee opinions and drive awareness of new initiatives.

<Frame>
  <img alt="Poll composer widget with question, options, and timeframe selector" title="Screenshot 2026 05 28 At 3 19 43 PM" />
</Frame>

<Steps>
  <Step title="Open the poll widget">
    From the central dashboard, click the **poll icon** next to the Post button.
  </Step>

  <Step title="Write your question and add options">
    Enter your question and provide the answer choices.
  </Step>

  <Step title="Set a timeframe">
    Choose how long the poll runs — up to 30 days.
  </Step>

  <Step title="Post the poll">
    Click **Post** to publish. Employees see the poll in their feed and can vote immediately.
  </Step>
</Steps>

### Downloading poll results

Admins can export results to CSV:

<Frame>
  <img alt="Download CSV option in the poll's three-dot menu for exporting results" title="Screenshot 2026 05 28 At 3 20 55 PM" />
</Frame>

1. Find the poll in the feed.
2. Click the **three-dot icon (⋮)** at the top-right of the poll.
3. Select **Download CSV**.

## Post reactions

Employees can react to any post or recognition using:

* **Likes**
* **Comments**
* **Emojis** (from the reaction picker below each post)
* **GIFs** (inline GIF responses)
* **Attachments** (documents or files added in comments)

Click the relevant icon below any post to react. To see who reacted and how, click the reaction count.

## Social sharing

Employees can share achievements, company accolades, and job listings to their LinkedIn profile directly from a post. Click the **share icon** below a post and choose **Share to LinkedIn**.

## Content feed personalization

### Admin controls

Super Admins can customize feed card backgrounds for birthdays, anniversaries, and new employee welcome posts. Navigate to **Feed Settings** to configure these visual settings and control what content is visible organization-wide.

### Employee-level personalization

You can tailor your personal feed to show the content most relevant to you.

<Steps>
  <Step title="Go to the home page">
    Log in to Empuls and open the **Home** page.
  </Step>

  <Step title="Open the feed filter">
    Locate the **My Circle** dropdown at the top-right of the feed. By default, your feed shows posts from your selected connections.
  </Step>

  <Step title="Choose your feed view">
    Select the view that suits you:

    <Frame>
      <img alt="My Circle dropdown with feed view options like Everything, Department, and Location" />
    </Frame>

    | View              | What you see                       |
    | ----------------- | ---------------------------------- |
    | **My Circle**     | Posts from your chosen connections |
    | **Everything**    | All posts across the organization  |
    | **Business Unit** | Posts from your business unit      |
    | **My Department** | Posts from your department         |
    | **My Location**   | Posts from your office location    |
  </Step>

  <Step title="Customize My Circle">
    Click the **pen icon** next to **My Circle**, then select specific groups, individuals, or topics. Click **Save** to apply.

    <Frame>
      <img alt="My Circle customization panel for selecting groups, individuals, and topics" />
    </Frame>
  </Step>
</Steps>

## Content moderation

Super Admins and Group Admins control the type of content group members can post. This includes disabling the ability to initiate discussions or add comments in specific groups. See [Groups](/employees/socials/groups) for moderation settings.

## FAQs

<AccordionGroup>
  <Accordion title="Who can create posts?">
    Admins and Super Admins can post company news, updates, and celebrations to any group. Regular employees can post in groups unless a Group Admin has restricted that permission.
  </Accordion>

  <Accordion title="What is an Announcement Spotlight?">
    A Spotlight is a featured post that stays prominent at the top of the feed until its expiry date. Admins create spotlights by clicking **Switch to Spotlight** while composing a post.
  </Accordion>

  <Accordion title="Can I edit or delete a post after publishing?">
    Yes. Click the **three-dot menu (⋮)** on the post to edit or delete it. Admins and Super Admins can do this for any post.
  </Accordion>

  <Accordion title="Can I hide my personal details from colleagues?">
    Yes. In your profile settings, you can turn off visibility for your birthday, date of joining, and contact details.
  </Accordion>

  <Accordion title="Can I share content outside Empuls?">
    Yes. Use the share icon on a post to share achievements or company news directly to LinkedIn.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Groups" icon="users" href="/employees/socials/groups">
    Create and manage groups for team collaboration and community building.
  </Card>

  <Card title="Townhall" icon="megaphone" href="/employees/socials/townhall">
    Use the company-wide Townhall group for broadcasts and announcements.
  </Card>

  <Card title="Wall of Fame" icon="star" href="/employees/recognitions/wall-of-fame">
    Celebrate and display top-recognized employees across the organization.
  </Card>

  <Card title="Surveys" icon="clipboard-list" href="/admin/surveys/create-surveys">
    Run pulse and eNPS surveys to measure employee engagement.
  </Card>
</CardGroup>


# Townhall
Source: https://help-empuls.xoxoday.com/employees/socials/townhall

Host and manage company-wide townhalls in Empuls with live Q&A, polls, announcements, and recorded sessions that keep your entire organization informed and aligned.

Townhall is the default company-wide group in Empuls. Every enabled employee is automatically a member, and Super Admins are its default administrators. It serves as your organization's broadcast channel — the place for company announcements, leadership messages, automated celebrations, and content that everyone should see.

Unlike other groups, employees cannot leave Townhall. This ensures that critical company-wide communications always reach the full workforce.

<Info>
  Automated celebration posts — birthdays, work anniversaries, and new employee welcomes — are posted exclusively in Townhall.
</Info>

## Reaching all employees at once

To notify every employee about a post in Townhall, tag **@group** in your message. This sends a notification to all active users, letting them know they've been mentioned. Use this for high-priority announcements where you need broad awareness quickly.

<Tip>
  Reserve @group mentions for genuinely important announcements to avoid notification fatigue. For less urgent updates, post without the @group tag and let employees encounter the content organically in their feed.
</Tip>

## Editing Townhall settings

Super Admins can update the Townhall group's name, image, and description.

<Frame>
  <img alt="Townhall group settings panel for editing name, image, and description" />
</Frame>

<Steps>
  <Step title="Open Townhall">
    Navigate to **Home > Socials > Groups** and click on **Townhall**, or click **See All** and select Townhall from the list.
  </Step>

  <Step title="Open group settings">
    From the right-side panel, click **Group Settings** in the **About this group** card.
  </Step>

  <Step title="Edit group information">
    Click the **pen icon** to edit the **Name**, **Image**, and **Description**. Click **Update** to save your changes.
  </Step>
</Steps>

## Configuring content settings

Super Admins can choose which automated posts appear in Townhall — for example, birthday celebrations, work anniversaries, new employee welcome posts, and leaderboard updates.

<Steps>
  <Step title="Open content settings">
    On the Townhall group information page, click **Content Settings**.
  </Step>

  <Step title="Select automated notifications">
    Toggle on or off the automated events you want Townhall to display:

    * **Birthdays**
    * **Work anniversaries**
    * **New employee welcomes**
    * **Leaderboard updates**
  </Step>

  <Step title="Save">
    Click **Save Changes** to apply your preferences.
  </Step>
</Steps>

## Content moderation

Super Admins control what employees can post in Townhall, including whether employees can start new discussions or add comments. By default, posting permissions follow your organization's content moderation policy.

<Steps>
  <Step title="Open moderation settings">
    On the Townhall group information page, click **More**.
  </Step>

  <Step title="Edit permissions">
    Click **Edit** to open the moderation settings.
  </Step>

  <Step title="Update and save">
    Check or uncheck the relevant boxes — for example, to restrict employees from initiating discussions or adding comments. Click **Update** to save.
  </Step>
</Steps>

<Warning>
  If you restrict posting to admins only, employees will be able to read and react to posts but cannot create new ones. Plan this carefully — a read-only Townhall can reduce engagement.
</Warning>

## Pinning important posts

Admins can pin critical announcements to the top of the Townhall feed so they stay visible regardless of new activity. Click the **three-dot icon (⋮)** on a post and select **Pin post**.

## Running polls and quizzes in Townhall

Polls and quizzes posted in Townhall reach the entire organization. This makes Townhall ideal for:

* Gathering company-wide feedback on a new policy or initiative
* Running a fun quiz to boost engagement or celebrate a company event
* Collecting a quick pulse on employee sentiment before a town hall meeting

To create a poll, click the **poll icon** next to the Post button, add your question and answer choices, set a timeframe (up to 30 days), and post.

## Best practices for company-wide communication

<AccordionGroup>
  <Accordion title="How often should we post in Townhall?">
    Post when you have genuinely company-wide information — major announcements, leadership messages, policy changes, or celebration posts. Avoid using Townhall for content that only applies to a specific team or location; use a targeted group instead.
  </Accordion>

  <Accordion title="Should we restrict employee posting in Townhall?">
    This depends on your culture. Allowing employees to post in Townhall increases engagement and two-way communication, but requires active moderation. Many organizations allow employee posts with admin review, or enable posts only for managers and above.
  </Accordion>

  <Accordion title="How do I make announcements stand out?">
    Use the **Announcement Spotlight** feature rather than a regular post for critical updates. Spotlights appear prominently at the top of employees' feeds with a custom duration and audience. See [Announcement Spotlight](/employees/socials/social-intranet#announcement-spotlight).
  </Accordion>

  <Accordion title="Can I change the name 'Townhall' to something else?">
    Yes. Super Admins can update the group name, image, and description under Group Settings. Consider using your company's own terminology if that resonates better with your culture.
  </Accordion>
</AccordionGroup>

## FAQs

<AccordionGroup>
  <Accordion title="Can employees leave the Townhall group?">
    No. Townhall is a default group and all enabled users are automatically members. Employees cannot opt out.
  </Accordion>

  <Accordion title="Who manages the Townhall group?">
    Super Admins are the default administrators and have full control over settings, content moderation, and automated posts.
  </Accordion>

  <Accordion title="What types of posts appear in Townhall?">
    Townhall displays automated celebrations (birthdays, work anniversaries, new joiner welcomes), leaderboard updates, company announcements, and posts from employees and admins according to your moderation settings.
  </Accordion>

  <Accordion title="Can I post in Townhall?">
    Whether employees can post depends on your organization's content moderation settings. Some organizations restrict Townhall posts to admins only; others allow all employees to post.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup>
  <Card title="Groups" icon="users" href="/employees/socials/groups">
    Create and manage groups for teams, departments, and interest communities.
  </Card>

  <Card title="Social intranet" icon="house" href="/employees/socials/social-intranet">
    Full guide to posts, polls, spotlights, and feed personalization.
  </Card>
</CardGroup>


# Wish board
Source: https://help-empuls.xoxoday.com/employees/socials/wish-board

Post wishes for a colleague's birthday, anniversary, or exit — collected on a shared digital board that becomes their Yearbook keepsake.

A Wish Board is a shared digital board where teammates post messages, GIFs, and photos for a colleague's special moment — a birthday, work anniversary, a farewell, a milestone. Each post becomes part of the board, and at the end of the celebration window everything is compiled into a [Yearbook](/employees/engagement/yearbook) the colleague can keep. From a celebration card on the [Celebrations](/employees/socials/celebrations) page or feed, click **Open Wishboard** to reach the board.

A Wish Board is a shared digital board where teammates post messages, GIFs, and photos for a colleague's special moment — a birthday, work anniversary, a farewell, a milestone. Each post becomes part of the board, and at the end of the celebration window everything is compiled into a [Yearbook](/employees/engagement/yearbook) the colleague can keep. From a celebration card on the [Celebrations](/employees/socials/celebrations) page or feed, click **Open Wishboard** to reach the board.

## When Wish Boards open

Empuls creates a Wish Board automatically for:Empuls creates a Wish Board automatically for:

* **Birthdays** — Opens the day before and stays open for 7 days.
* **Work anniversaries** — Opens on the anniversary date and stays open for 14 days.
* **Service awards** (year 1, 3, 5, 10, etc.) — Opens at the milestone trigger; window length depends on your admin's [milestone configuration](/admin/gifts/milestones-service-awards).
* **Welcoming new joiners** — Opens on the joiner's start date.
* **Exits / farewells** — Opens when an employee's exit is scheduled.
* **Birthdays** — Opens the day before and stays open for 7 days.
* **Work anniversaries** — Opens on the anniversary date and stays open for 14 days.
* **Service awards** (year 1, 3, 5, 10, etc.) — Opens at the milestone trigger; window length depends on your admin's [milestone configuration](/admin/gifts/milestones-service-awards).
* **Welcoming new joiners** — Opens on the joiner's start date.
* **Exits / farewells** — Opens when an employee's exit is scheduled.

You can also open a Wish Board manually from a Celebration card if your admin allows it.You can also open a Wish Board manually from a Celebration card if your admin allows it.

## Post a wish

<Steps>
  <Step title="Open the celebration">
    From the [Celebrations](/employees/socials/celebrations) page or a feed post, click the Wishboard link.
  </Step>

  <Step title="Write your message">
    The composer supports text, emoji, GIFs (if [Giphy](/admin/integrations/giphy) is enabled), photos, and signature stickers.
  </Step>

  <Step title="Pick a card style">
    Several card backgrounds are available — pick one that fits the moment.
  </Step>

  <Step title="Post">
    Your wish joins the board. It's visible to everyone with access to the board.
  </Step>
</Steps>

## Signature pages

For larger celebrations (milestone anniversaries, retirements), Wish Boards offer **signature pages** — a styled page where everyone's signatures and short notes appear together, like a real-life going-away card.

To add your signature, click **Sign the page** on the board. Your name, role, and short message join the signature collection. Multiple signature pages can exist on a single board.

## See who else has posted

For larger celebrations (milestone anniversaries, retirements), Wish Boards offer **signature pages** — a styled page where everyone's signatures and short notes appear together, like a real-life going-away card.

To add your signature, click **Sign the page** on the board. Your name, role, and short message join the signature collection. Multiple signature pages can exist on a single board.

## See who else has posted

The Wish Board shows recent posts in a stream. Scroll to see every wish from every colleague. Filter by team or department if the board is busyhe Wish Board shows recent posts in a stream. Scroll to see every wish from every colleague. Filter by team or department if the board is busy.

## Yearbook generation

When the celebration window ends, Empuls compiles every wish into a **Yearbook** — a downloadable, page-by-page keepsake the recipient can save. See [Yearbook](/employees/engagement/yearbook) for the receiver experience.

## Privacy

* Wishes on a Wish Board are visible to everyone with access to the board (usually all colleagues, sometimes restricted by group).
* If your wish includes private content, edit or delete it before the window closes — once the Yearbook is generated, edits to the source wishes don't propagate.
* Wishes on a Wish Board are visible to everyone with access to the board (usually all colleagues, sometimes restricted by group).
* If your wish includes private content, edit or delete it before the window closes — once the Yearbook is generated, edits to the source wishes don't propagate.

## Limits and gotchas

* A Wish Board's window cannot be extended after it closes. Plan your contribution before the deadline.
* GIFs and photos count against your post storage quota (configured by your admin).
* Wish Boards for exited employees stay accessible for a configurable retention window — typically 30 days — then archive.
* A Wish Board's window cannot be extended after it closes. Plan your contribution before the deadline.
* GIFs and photos count against your post storage quota (configured by your admin).
* Wish Boards for exited employees stay accessible for a configurable retention window — typically 30 days — then archive.

## Related

<CardGroup>
  <Card title="Celebrations" href="/employees/socials/celebrations">
    Where Wish Boards are surfaced day-to-day.
  </Card>

  <Card title="Yearbook" href="/employees/engagement/yearbook">
    The compiled keepsake.
  </Card>

  <Card title="Service awards & milestones" href="/admin/gifts/milestones-service-awards">
    Anniversary-driven Wish Boards.
  </Card>
</CardGroup>


# Action plans
Source: https://help-empuls.xoxoday.com/employees/surveys/action-plan

View and track action plans created in response to your survey feedback in Empuls, see progress updates, and understand how your input is driving meaningful change.

Action plans are tracked tasks that turn insights or commitments into concrete next steps. Most action plans originate from [survey results](/admin/surveys/action-plan) — your manager creates them after reviewing engagement scores — but action plans can also be assigned by HR, a project lead, or yourself. The action plans page is where you see everything assigned to you and update progress.

## Open action plans

From the Empuls left navigation, click **Action Plans**. The page has two main tabs:

* **Assigned to me** — Tasks you need to complete.
* **Created by me** — Tasks you've assigned to others (for managers, HR, and admins).

## What an action plan looks like

Each action plan has:

| Field                             | Meaning                                                                         |
| --------------------------------- | ------------------------------------------------------------------------------- |
| **Title**                         | One-line description of the task                                                |
| **Description**                   | Detailed context — often referencing the survey or commitment that motivated it |
| **Owner**                         | The person responsible for completing it (could be you)                         |
| **Due date**                      | When it should be done                                                          |
| **Status**                        | Not started, In progress, Blocked, Completed                                    |
| **Linked survey** (if applicable) | The survey result that triggered the action                                     |
| **Comments**                      | Discussion thread between owner, creator, and reviewers                         |

## Update a task

<Steps>
  <Step title="Open the task">
    Click any row in the "Assigned to me" tab.
  </Step>

  <Step title="Update status">
    Use the status dropdown to move the task — Not started → In progress → Completed. If you're stuck, set **Blocked** and add a comment explaining why.
  </Step>

  <Step title="Add a comment">
    Use comments to document progress, ask questions, or tag colleagues. The creator gets notified when you comment.
  </Step>

  <Step title="Attach files (optional)">
    Documents, screenshots, or links that prove progress.
  </Step>

  <Step title="Mark complete">
    When done, set status to **Completed**. The creator is notified for any required acknowledgment.
  </Step>
</Steps>

## Filters and views

Filter the list by:

* **Due date** — Overdue, due this week, due this month, future
* **Status** — Active vs completed
* **Linked survey** — All actions related to a specific survey
* **Owner** (creator view) — All tasks assigned to a specific person

Save common filters as views for quick re-use.

## Notifications

You'll receive notifications when:

* A new action plan is assigned to you.
* A task you own is past due (1 day, 3 days, 7 days overdue).
* A creator adds a comment on a task you own.
* A task you created is marked completed (so you can verify).

Customize notification frequency from [Account preferences](/employees/getting-started/notifications).

## Create an action plan (managers, HR, admins)

If you have permission to create action plans:

<Steps>
  <Step title="Click + New action plan">
    The creation form opens.
  </Step>

  <Step title="Fill in fields">
    Title, description, owner, due date, optional linked survey.
  </Step>

  <Step title="Add reviewers (optional)">
    Reviewers are notified on status changes but aren't responsible for completion.
  </Step>

  <Step title="Submit">
    The owner is notified and the task appears in their "Assigned to me" tab.
  </Step>
</Steps>

## Limits and gotchas

* An action plan can have only one owner. Multi-person tasks should be split or use a project-management tool.
* Editing a task after assignment notifies the owner — use sparingly.
* Completed tasks are read-only. Re-open by changing status (if your permissions allow).
* Tasks linked to a deleted survey stay accessible but lose the deep-link to the survey results.

## Related

<CardGroup>
  <Card title="Survey action plans" href="/admin/surveys/action-plan">
    Survey-driven workflow for creating action plans.
  </Card>

  <Card title="Survey analytics" href="/admin/surveys/survey-analytics">
    Source of most action plans.
  </Card>

  <Card title="Account preferences" href="/employees/getting-started/notifications">
    Tune action-plan notifications.
  </Card>
</CardGroup>


# Xoxoday Documentation
Source: https://help-empuls.xoxoday.com/home

Guides, references, and walkthroughs for every Xoxoday product — Empuls, Plum, and Loyalife.

<div>
  <div>
    <div>
      <img alt="Xoxoday" />

      <img alt="Xoxoday" />

      <h1>Xoxoday's product suite</h1>
      <p>Get a comprehensive view of the products offered by Xoxoday and their key features — for admins and end users alike.</p>

      <div>
        <div>
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          <span>Search…  ⌘K</span>
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          Ask AI
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    <div>
      <h2>Browse by product</h2>
      <p>Pick a product to jump into its guides.</p>

      <div>
        <div>
          <img alt="Empuls" />

          <img alt="Empuls" />

          <p>Employee engagement, recognition and rewards, surveys, and the social intranet.</p>
          <div>Popular guides</div>
          <a href="https://help-empuls.xoxoday.com/employees/getting-started/log-in"><span>Log in to Empuls</span><span>→</span></a>
          <a href="https://help-empuls.xoxoday.com/admin/programs/awards-core-values"><span>Set up awards</span><span>→</span></a>
          <a href="https://help-empuls.xoxoday.com/admin/surveys/enps-pulse"><span>Run a pulse survey</span><span>→</span></a>
          <a href="https://help-empuls.xoxoday.com/welcome">Explore all docs →</a>
        </div>

        <div>
          <img alt="Plum" />

          <img alt="Plum" />

          <p>Rewards, incentives, and payouts infrastructure — gift cards and digital rewards.</p>
          <div>Popular guides</div>
          <a href="https://help-plum.xoxoday.com/getting-started/for-end-users/how-to-redeem/redeem-reward-points"><span>Redeem reward points</span><span>→</span></a>
          <a href="https://help-plum.xoxoday.com/getting-started/for-admins/wallet-management/funding-the-account"><span>Fund your account</span><span>→</span></a>
          <a href="https://help-plum.xoxoday.com/send-rewards/reward-links/reward-link-overview"><span>Send reward links</span><span>→</span></a>
          <a href="https://help-plum.xoxoday.com">Explore all docs →</a>
        </div>

        <div>
          <img alt="Loyalife" />

          <img alt="Loyalife" />

          <p>Build and run loyalty programs — tiers, points, and member engagement.</p>
          <div>Popular guides</div>
          <a href="https://help-loyalife.xoxoday.com/user-guides/getting-started/accessing-loyalife"><span>Accessing Loyalife</span><span>→</span></a>
          <a href="https://help-loyalife.xoxoday.com/user-guides/members/overview"><span>Members overview</span><span>→</span></a>
          <a href="https://help-loyalife.xoxoday.com/user-guides/rule-engine/overview"><span>Rule Engine overview</span><span>→</span></a>
          <a href="https://help-loyalife.xoxoday.com">Explore all docs →</a>
        </div>
      </div>
    </div>

    <div>
      <h2>Get more from Xoxoday</h2>
      <p>Updates, walkthroughs, and support whenever you need them.</p>

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          </span>

          <div>Product updates</div>
          <div>What's new across the platform.</div>
        </a>

        <a href="https://help-empuls.xoxoday.com/demo-library/demo-library">
          <span>
            <svg>
              <path />

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            </svg>
          </span>

          <div>Demo library</div>
          <div>Video walkthroughs of key features.</div>
        </a>

        <a href="mailto:cs@xoxoday.com">
          <span>
            <svg>
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            </svg>
          </span>

          <div>Raise a ticket</div>
          <div>Reach the Xoxoday customer success team.</div>
        </a>
      </div>
    </div>

    <div>
      <div>
        <div>
          <a href="https://www.xoxoday.com/privacy">Privacy Policy</a>
          <a href="https://www.xoxoday.com/terms">Terms of Service</a>
          <a href="https://www.xoxoday.com/cookies">Cookie Policy</a>
        </div>

        <p>© 2026 Xoxoday, Inc. · Make every day rewarding.</p>
      </div>

      <img alt="Xoxoday" />

      <img alt="Xoxoday" />
    </div>
  </div>
</div>


# Product Updates - August 2024
Source: https://help-empuls.xoxoday.com/product-updates/august-2024

Get the most out of Empuls with these new product enhancements designed to make your workday more efficient.

### **Filter group of users you want to recognize**

You can recognize multiple colleagues at once using the designation, department, or location filter. Navigate to **Recognize > Click the filter icon** to enter the filter details. Proceed with the recognition steps as usual.

<img alt="Filter panel on the Recognize page for selecting recipients by designation, department, or location" />

### **Personalize your feed**

Fine-tune your social feed to highlight birthdays, anniversaries, and new joiners in your close circle. Go to the home page, and choose the feed content setting as **Recommended** and **filter the type of posts** you want to see.

<img alt="Home feed content settings with Recommended view and post-type filters for birthdays and anniversaries" />

### **Make attachments for nominations mandatory**

Admins can now make it mandatory for nominators to attach supporting documents (PDF, PPT, CSV, XLSX) to drive fair, data-driven award decisions.

🔎  Navigate to **Awards, Values, and Gifts** and select the relevant award. Then go to the **Advanced Setting** card to **+ Add Question** and check the **Make attachment mandatory** box.

<img alt="Award Advanced Settings showing the Make attachment mandatory option for nomination questions" />

**Sync profile pictures from Slack**

You can automatically sync your Slack profile picture to the Empuls platform.

**Preserve award name histories**

Managers and Admins can access historical data even after award names change, ensuring continuous reporting on old and new awards.

**Note:** This applies to edited but not discontinued awards.

Keeping up with the new features is the first step. Next, and more important step, is to see their impact on your employee engagement strategy in action. Try it out 👉

**Upcoming features:**

⭐ **Maximize employee income with tax-saving benefits**

Simplify employee tax benefits with a single card, covering allowances for books, meals, fuel, and more, streamlining tax-saving efforts for your team.

⭐ **Enhancements to the survey dashboard**

Redesigning the dashboard for precise insights from survey responses.

⭐ **AI driven appreciations for employee achievements**

AI Bot assisting award givers with recent achievements by their colleagues to increase frequency and relevancy of awarding.

⭐ **Monthly platform usage report for admins**

Get a monthly update on your platform statistics across RnR adoption, redemption of points, engagement stats and more.

Related Articles[Product Updates - July 2024](https://intercom.help/empuls/en/articles/9706022-product-updates-july-2024)[Product Updates - September 2024](https://intercom.help/empuls/en/articles/10278259-product-updates-september-2024)[Product Updates - March 2025](https://intercom.help/empuls/en/articles/10931696-product-updates-march-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)


# Product Updates - August 2026
Source: https://help-empuls.xoxoday.com/product-updates/august-2026

See what's new in Empuls for August 2026: scheduled custom reports, award denominations with approver masking, flexible budget deduction, email approvals, Google Chat commands, award versioning, and more.

Thank you for trusting Xoxoday Empuls to power your engagement journey. This period brought significant upgrades across recognition workflows, approval controls, reporting, and integrations. Here are the highlights.

**Here's what's new:**

**1. Schedule custom reports and auto-deliver to any stakeholder**

Manually exporting and sharing reports with BU heads, HODs, and managers added overhead to every review cycle. Custom Reports are now redesigned — with Raw Data built in and scheduling that handles distribution automatically.

* **Raw data in custom reports:** Raw Data is now accessible inside Custom Reports — build, filter, and save reports from one place without navigating between modules.
* **Scheduled delivery:** Set a frequency (daily, weekly, monthly, quarterly) and a target audience — reports go out automatically, no manual export needed.

📹 [Watch walkthrough](https://app.trupeer.ai/view/ScEcB9RGb/automated-custom-report-scheduling-in-empuls)

<img alt="Schedule new report dialog with report type, frequency, and auto-populated recipients" />

***

**2. Set multiple award denominations and mask approver identities**

Complex award programs needed tighter controls on what approvers decide and who stays anonymous in the process.

* **Multiple point tiers, hidden from nominators:** Create one award with multiple denominations — approvers pick the right tier at approval. A separate toggle hides the point value entirely during nomination, so nominators submit blind and the approver decides what the recognition is worth.
* **Unbiased multi-level approvals:** L2 approvers don't see who approved at L1 — each level reviews independently, so decisions aren't influenced by who came before. Admins always retain full visibility.
* **Admins stay in control:** Both controls are independent and configurable per award — mix and match based on how each program is run.

📹 [Watch walkthrough](https://app.trupeer.ai/view/3Q15JVGtA/configuring-award-denominations-and-approver-masking-in)

<img alt="Configure Rewards step showing multiple denomination values and per-recipient reward selection" />

***

**3. Deduct budget at any approval level, not just the last**

Previously, budget was always deducted at final approval — blocking intermediate managers from owning their spend within their own wallet limits.

* **Flexible deduction point:** Configure at which approval level budget is deducted — give L1 or L2 managers real budget ownership, not just a rubber stamp.
* **Auto-revert on decline:** If a nomination is declined after budget deduction, points automatically return to the originating wallet — no manual reconciliation needed.

📹 [Watch walkthrough](https://app.trupeer.ai/view/wQZXCHKQP/configuring-budget-ownership-in-approval-chains)

<img alt="Approval chain configuration showing the budget deduction level setting" />

***

**4. Approve or decline award nominations directly from email**

Approvers had to log into the platform to act on nominations, creating delays in programs with multi-level workflows.

* **Full context in the email:** Award name, nominees, nominator, and citation — all visible in the notification email without opening the platform.
* **No login required:** Approve or decline directly from the email — faster decisions, less friction for every approver in the chain.

<img alt="Award nomination approval email with full context and approve or decline actions" />

***

**5. Slash commands and question-based awards now live in Google Chat**

The Empuls app in Google Chat previously only sent notifications — and awards with questions were silently excluded from the recognition wizard without explanation.

* **Slash commands:** Type `/appreciate` to recognize a colleague or `/redeem` to browse and use points — directly inside Google Chat, no switching tabs.
* **Question-based awards supported:** Awards with additional questions now appear and work fully in the Google Chat wizard — employees can answer questions and submit nominations end to end.

<img alt="Empuls slash commands and award wizard inside Google Chat" />

***

**6. Edit live awards without disrupting existing nominations**

Admins couldn't change approvers or eligibility rules while nominations were open, forcing them to freeze awards and clear all pending nominations first.

* **Automatic versioning:** Major edits — approvers, eligibility, point values — auto-create a new award version. In-flight nominations continue on the original version without interruption.
* **Version history:** Every award shows its full version history with open nomination counts, creation dates, and read-only config per version.

📹 [Watch walkthrough](https://app.trupeer.ai/view/Cfko5Hwsy/award-versioning-in-empuls)

<img alt="Award version history showing versions with open nomination counts and creation dates" />

***

**7. Upload multiple award images — fixed default or randomized per recognition**

Each award was limited to one image. Admins who wanted visual variety had to duplicate awards with identical settings — fragmenting reporting and adding admin overhead.

* **Multi-image upload:** Add up to 10 images per award; set a fixed default or enable Randomize mode — each recognition automatically gets a different image from the pool.
* **Frozen at issuance:** Once selected, the image stays with that recognition permanently — the same image appears in the feed, email, and certificate every time.

📹 [Watch walkthrough](https://app.trupeer.ai/view/alp5aPVRu/managing-multiple-images-for-awards)

<img alt="Award image pool with multiple uploaded images and a Randomize mode toggle" />

***

**8. See upcoming anniversary gift eligibility 30, 60, or 90 days ahead**

Admins running automated work anniversary gifting had no visibility into upcoming eligible employees, leading to last-minute coordination and inventory gaps.

* **30/60/90-day horizon:** See all employees approaching a work anniversary milestone within a configurable future window — filterable by department, location, grade, and more.
* **Plan before the gift fires:** Know who needs a gift, which milestone they're hitting, and exactly when — before the automated award is triggered.

<img alt="Upcoming work anniversary eligibility list with a 30/60/90-day horizon filter" />

***

**9. Read any appreciation in your language — translate inline, instantly**

Recognition loses its impact when recipients can't read a message written in a different language. For multilingual organizations, that friction quietly reduces the value of every cross-team appreciation.

* **"See translation" on demand:** When an appreciation is written in a different language from your preference, a translate link appears inline — one click renders it in your language without leaving the page.
* **Original always preserved:** The source message is never altered — toggle "See original" anytime to return to what was written.
* **Consistent across surfaces:** Feed, notifications, and profile — the translation experience works wherever appreciation messages appear.

<img alt="Appreciation post with a see-translation link rendering the message inline in another language" />


# Product Updates - December 2024
Source: https://help-empuls.xoxoday.com/product-updates/december-2024

Latest feature updates - December'24

We're excited to bring you the latest enhancements designed to enrich your experience on Empuls.

**Here's what's new:**

1. **Filter Survey Responses by Cost Center**

Admins can analyze survey results by filtering responses based on Cost Centers, gaining insights specific to each department or unit. To do so, navigate to the Surveys tab, select the survey you want to view responses for, click on the filter icon, and choose the desired Cost Center.

<img alt="Survey responses filter dropdown with Cost Center option selected for departmental analysis" />

2. **Meaningful Recognition Through Nomination Limits**

Super Admins can now set a limit on the number of nominations each user can submit per reward cycle. This prevents repetitive nominations from the same individuals and promotes broader participation. By emphasizing the value of each nomination, employees are inspired to carefully select and recognize the most deserving peers, ensuring every nomination carries genuine significance.

<img alt="Award setup screen showing nomination limit configuration per user per reward cycle" />

3. **Auto-Approval for Jury-Based Awards**

This feature enables automatic approval of nominations from any account based on the available budget in different accounts. Super admins can configure who can act as a nominator simplifying awards management.

4. **Price Filter for Merchandise Store**

Users can filter Merchandise by price range (min to max) when redeeming rewards. Navigate to the "Redeem" section, go to the Merchandise tab, click the filter icon at the top right, and set your desired price range.

<img alt="Merchandise store with price range filter for setting minimum and maximum redemption values" />

5. **Base Currency in Reports**

Reports for Budget, Awards, and Gifts now show values in your company's base currency, ensuring consistent financial insights. The blue tab under each metric represents these amounts. Go to Home > Reports > My Org > Account Live Status to access.

<img alt="Account Live Status report displaying Budget, Awards, and Gifts values in company base currency" />

6. **Teams Shortcut to Empuls Platform**

Access Empuls directly through Teams without re-logging—open the Empuls app and click "Go to Website" on the top right.

<img alt="Empuls app inside Microsoft Teams with the Go to Website shortcut in the top right" />

7. **Quantity Filter for GV-Based Collections**

Admins and Super Admins can now effortlessly add multiple gift vouchers of the same denomination to GV-based collections, enhancing flexibility in rewards distribution. Previously, only one voucher per denomination could be added. Now, select a gift card in the product store, set the quantity, and configure your collection—making it easy to send multiple vouchers from the same brand to users.

<img alt="Gift voucher collection setup with quantity selector for adding multiple vouchers per denomination" />

8. **Monthly R\&R & Budget Utilization Report**

Admins and budget creators will receive a monthly email with two reports:

* **R\&R Report**: Insights on recognition, rewards, gifting, redemptions, and engagement to track performance and boost workplace motivation.

* **Budget Utilization Summary**: A snapshot of how employees use their reward budgets, helping assess program effectiveness and guide decisions.

<img alt="Monthly email containing the R&R performance report and budget utilization summary for admins" />

9. **Mood-o-Meter via Custom Pulse Surveys**

We've introduced the Mood-o-Meter, a survey sent weekly or monthly to capture your employees' sentiments. By assessing their emotional state through targeted questions, it provides real-time insights to enhance workplace wellbeing.

<img alt="Mood-o-Meter pulse survey capturing weekly employee sentiment with emoji-based response options" />

**Upcoming features:**

⭐ **Milestone Rewards Program**: Super admins can set specific milestones and link them to reward points. Employees earn these points once they reach the designated milestones.

**⭐ Reward Cycle Dashboard**: A new dashboard to track reward cycle metrics, with email notifications prompting nominators and users to approve, submit, and manage nominations.

**⭐ Taxation Reports for Rewards & Benefits**: Comprehensive reports for finance teams to accurately calculate taxes on employee rewards and benefits, ensuring compliance and financial precision.

\*\*⭐ Polls & Central Post Widget:\*\*The new UI improvements allow users to create and share polls directly from the social intranet widget.

**Want to request a feature on Empuls?**

Get in touch with our customer success team through Messenger on platform, or email us at [cs@xoxoday.com](mailto:cs@xoxoday.com).

Related Articles[Product Updates - July 2024](https://intercom.help/empuls/en/articles/9706022-product-updates-july-2024)[Product Updates - January 2025](https://intercom.help/empuls/en/articles/10449043-product-updates-january-2025)[Product Updates - Feb 2025](https://intercom.help/empuls/en/articles/10931744-product-updates-feb-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)


# Product Updates - December 2025
Source: https://help-empuls.xoxoday.com/product-updates/december-2025

Explore Empuls’s product updates for December 2025, covering new features and improvements. It’s part of Empuls’s broader admin toolkit.

We’re excited to bring you the latest updates from Xoxoday Empuls, designed to enrich your experience and drive better engagement across your organization.

**Here's what's new:**

**1. Track sentiment with Mood-o-Meter**

Capture the emotional heartbeat of your organization with recurring, emoji-based sentiment check-ins.

* Quick Feedback: Employees can log their mood in seconds using intuitive emojis.
* Deep Insights: Admins get a dedicated dashboard to view mood trends and team heatmaps.
* Flexible Setup: Fully configurable schedules and anonymity settings.

<img alt="Mood-o-Meter check-in screen with emoji sentiment options and admin trend dashboard" />

**2. Seamless Recognition: The new, consolidated flow**

We have simplified the entire recognition process. Giving appreciation used to mean navigating a time-consuming, sequential flow. We have replaced that with an intuitive, modern design.

Experience our new lightweight, all-in-one modal that combines recipient selection, award choice, and citation entry onto a single screen.

* AI Recognition Coach: Get instant help crafting the perfect citation.
* Smart Suggestions: AI automatically surfaces relevant recipients based on your history.
* Streamlined Settings: Manage visibility settings and select feeds without ever leaving the main window.

<img alt="Consolidated recognition modal combining recipient, award, and AI-assisted citation on one screen" />

**3. Control team spends with precision**

One wallet doesn't always fit all. With Enhanced Wallet Management, you can structure funds exactly how your organization operates.

* Team-Specific Wallets: Create distinct wallets for Sales vs. Engineering using the same currency.
* Smart Restrictions: Ensure wellness budgets are spent *only* on the "Health" category.
* Accountability: Assign owners to specific wallets to manage low-balance alerts.

<img alt="Enhanced wallet management page showing team-specific wallets with category restrictions and owners" />

**4. Manage and track sales incentives anywhere**

Drive revenue by aligning goals and rewarding success automatically. Managers can set targets directly in Empuls, while sales reps can now track their real-time earnings on the go.

* KPI Tracking: Set targets and monitor team progress in real-time.
* Mobile Access: Reps can view commissions and targets directly in the Empuls app—no switching required.
* Instant Rewards: Powered by Compass, payouts trigger automatically when milestones are met.

<img alt="Sales incentive dashboard in the Empuls mobile app showing real-time KPI targets and commissions" />

**5. Automate rewards for key moments**

Automate rewards for key moments, ensuring instant gratification without the manual admin work.

* Referrals: Trigger incentives automatically when employees refer successful candidates.
* L\&D & Projects: Set up instant payouts for completing training or hitting project milestones.

<img alt="Automated reward setup for referrals, training completion, and project milestone triggers" />

**6. Download certificates instantly**

Admins can now access and download award certificates directly from reports—perfect for printing, archiving, or offline presentation.

* Bulk Access: Retrieve certificate URLs directly from your report exports.
* Easy Distribution: Quickly download certificates for town halls or physical distribution.
* Retain History: Access certificates even for exited employees whose profiles are no longer active.

<img alt="Reports page with downloadable award certificate URLs for bulk export and offline distribution" />

**7. Reward Store Upgrade: Introducing Cart & Checkout**

The Empuls Reward Store has evolved. We have moved from single-item purchases to a seamless, modern e-commerce experience featuring a fully functional shopping cart. Redemptions are now faster, more flexible, and familiar.

* Cart & Multi-Order Checkout: You can finally add multiple items—merchandise and swag—to your cart and redeem them all in a single transaction.
* Know Your Options Upfront: Product listings now display total available variants (like colors, storage, or sizes) at a glance. Simply click to select your specific preference on the product page.
* Smarter Browsing: Enjoy a cleaner interface with hover-to-zoom images and easy quantity adjustments in your cart.

<img alt="Reward Store with shopping cart, multi-item checkout, and variant selector for merchandise" />

**Upcoming features:**

⭐**Fitness Challenges:** Boost team wellness and engagement with daily step counts and pre-set workout goals.

**⭐ Automated Weekly Reports:** Get division-level performance insights delivered directly to your inbox every week.

**⭐ Multi-Image Product Views:** Get a detailed look at rewards with image galleries for merchandise listings to make confident redemption choices.

**⭐ Reward Utilization Insights:** Gain full visibility into redemption trends with detailed breakdowns of how points are spent by product.

Need help? Reach out to your support team or \[[cs@xoxoday.com](mailto:cs@xoxoday.com)]\(mailto:[cs@xoxoday.com](mailto:cs@xoxoday.com)).

Related Articles[Product Updates - December 2024](https://intercom.help/empuls/en/articles/10345631-product-updates-december-2024)[Product Updates - January 2025](https://intercom.help/empuls/en/articles/10449043-product-updates-january-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)[Product Updates - November 2025](https://intercom.help/empuls/en/articles/13271352-product-updates-november-2025)


# Product Updates - Feb 2025
Source: https://help-empuls.xoxoday.com/product-updates/february-2025

Catch up on everything Empuls shipped in February 2025, from new features to fixes. Built to save HR and admin teams time.

We're excited to bring you the latest enhancements designed to enrich your experience on Empuls.

## **Here's what's new:**

##

1. ## **Milestone-Based Rewards**

We have introduced **Milestone-Based Rewards**, a gamified approach to recognize and reward employee achievements. Administrators can now set custom game mechanics, define milestones, and assign corresponding rewards based on leaderboard scores.

**Admins can:**

* Define milestones and rewards, allowing employees to unlock rewards as they achieve specific goals.

* Customize game rules and UI and easily track milestones for smooth management.

To get started, navigate to **Admin > Other Settings > Manage Leaderboard.**

<img alt="Manage Leaderboard settings for configuring milestone-based rewards and game mechanics" />

## 2. **Announcement Spotlight**

Admins can now **spotlight key messages** using the **"Switch to Spotlight"** option and set visibility rules and duration to keep messages from getting lost.

**How to use:**

* Click **"Switch to Spotlight"** when posting an announcement

* Set duration, add links and redirect URL’s.

* Keep important updates front and center!

<img alt="Announcement composer with Switch to Spotlight option to set duration and redirect link" />

## 3. **Migration of Past Recognition**

**New to Empuls?** Employees can seamlessly migrate their past recognitions, ensuring no achievements are lost.

New users can upload past recognition data after log in. Imported recognitions will appear alongside all other recognitions in the **My Profile** section.

## 4. **Team Budgets**

The **Team Budgets** tab now provides two essential reports to give you more visibility into budget allocation and utilization.

\*\*- Available Balance Report:\*\*Displays available budget balance for each team member.

\*\*- Budget Utilization Report:\*\*Values are based on the budget utilized and closing balance.

These reports can be filtered by super admin, manager, or department head roles, offering greater transparency into budget usage and availability.

<img alt="Team Budgets tab showing Available Balance and Budget Utilization reports filtered by role" />

## 5. **AI-Powered Recognition Rephrase**

We’ve introduced **"Improve with AI"** to help users refine and enhance their recognition messages effortlessly. Click the AI icon in the text box to generate an improved version of your message. Users can:

* Copy the AI-generated suggestion.

* Replace their original input.

* Generate a new version for better clarity.

<img alt="Recognition message box with Improve with AI button generating a rephrased citation suggestion" />

## 6. **Right to be Forgotten**

Admins now have the option to enable the "**Right to be Forgotten"** at the company level, giving users the ability to request account deletion.

When logging in, users will see a consent popup where they can choose to proceed or request deletion. If they choose to be forgotten, an OTP-based 2FA will be triggered to verify the request, and the deletion process will begin. Super admins will be notified with the user's details for transparency.

<img alt="Right to be Forgotten consent popup at login allowing users to request account deletion" />

## **Upcoming features:**

⭐ **Revoking Gifts in Bulk**: Soon, admins can revoke gifts sent in bulk, streamlining the process and eliminating the need for manual intervention.

**⭐ Leaderboard Expansion**: The leaderboard will now showcase the top 10 winners, giving more recognition to outstanding participants! \\

**⭐ Challenge Integration**: Admins can create and link challenges to milestones, including fitness challenges. These will integrate seamlessly with fitness apps to foster greater engagement and health-focused milestones.

**⭐Enhanced Certificates**: Admins will soon be able to customize the fonts and other details on certificates linked to rewards. Admins will soon be able to customize the fonts and other details on certificates linked to rewards.

Related Articles[Product Updates - January 2025](https://intercom.help/empuls/en/articles/10449043-product-updates-january-2025)[Product Updates - March 2025](https://intercom.help/empuls/en/articles/10931696-product-updates-march-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)[Product Updates - September 2025](https://intercom.help/empuls/en/articles/12545632-product-updates-september-2025)[Product Updates - December 2025](https://intercom.help/empuls/en/articles/13271184-product-updates-december-2025)


# Product Updates - January 2025
Source: https://help-empuls.xoxoday.com/product-updates/january-2025

Catch up on everything Empuls shipped in January 2025, from new features to fixes. It’s part of Empuls’s broader admin toolkit.

We're excited to bring you the latest enhancements designed to enrich your experience on Empuls.

# **Here's what's new:**

1. ## **Personalize Your Feed with "My Circle" Sub-Filters**

Customize your feed with filters like location, business unit, or department. Click "My Circle" at the top of the home page, apply filters, and select **Save.**

<img alt="Home feed My Circle filters for location, business unit, and department personalization" />

## **2. Custom Fields Are Now Live in the Application!**

Easily customize your experience with Custom Fields now integrated into Surveys!

**Set Up Awards:** Create awards based on user attributes.

**Automate Gifting:** Enable data-driven personalized gifting.

**Manage Users:** Group and organize users seamlessly.

## **3.** **Improved Polls with a Centralized Widget**

The poll widget is now centrally located on the dashboard for quick access. Easily create polls by clicking the icon, adding questions, and setting timeframes to boost engagement!

<img alt="Centralized poll widget on the dashboard for creating questions and setting poll timeframes" />

## 4. **Flexible Gift Voucher Denominations**

You can now choose custom amounts for gift vouchers. Go to "Redeem," pick a voucher, enter your preferred amount, and confirm your order!

<img alt="Redeem page with custom gift voucher amount input replacing fixed denominations" />

## 5. **Reward Cycle 3.0: Bringing R\&R Plans to Life**

The Reward Cycle helps HRs structure and execute their recognition and rewards (R\&R) plans seamlessly:
✅ Define timelines
✅ Manage communications to all stakeholders
✅ Provide employees with a simplified rewarding experience

With the latest update, we’ve enhanced the Managing Communications feature to make it even easier to engage everyone involved.

<img alt="Reward Cycle 3.0 communication management screen for engaging R&R stakeholders" />

## 6. **Seamless Empuls Access via PeopleStrong**

We’ve built a seamless Single Sign-On (SSO) integration with PeopleStrong, allowing employees to access Empuls directly from their PeopleStrong account without additional credentials. Recognize peers, celebrate milestones, and engage easily!

<img alt="PeopleStrong single sign-on flow launching Empuls without extra credential entry" />

##

## 7. **Appreciation Reminders within Slack and MS Teams**

Managers and team members now get reminders via Slack and MS Teams to recognize and reward colleagues. This ensures timely recognition and promotes a culture of appreciation within daily workflows.

<img alt="Slack and Microsoft Teams appreciation reminder notifications prompting peer recognition" />

## **Upcoming features:**

⭐**Survey Scheduler**

We are soon introducing the **Survey Scheduler**, which will allow you to define rules and automatically collect feedback at scheduled times for different surveys.

**⭐ Milestone Rewards Program**

Milestone Rewards Program will allow you to reward employees as they achieve key milestones! Customize rules, track progress, and automatically issue rewards to celebrate every success.

**⭐ Wall of Fame Enhancements**

Users will soon be able to: Filter the Wall of Fame by department, cost centre, or criteria and share filtered views via a unique URL.

\*\*⭐ Improved Announcements
\*\*A revamped announcement module is on its way to help admins communicate updates more effectively.

**Want to request a feature on Empuls?**

Get in touch with our customer success team through Messenger on platform, or email us at [cs@xoxoday.com](mailto:cs@xoxoday.com).

Related Articles[Product Updates - December 2024](https://intercom.help/empuls/en/articles/10345631-product-updates-december-2024)[Product Updates - March 2025](https://intercom.help/empuls/en/articles/10931696-product-updates-march-2025)[Product Updates - Feb 2025](https://intercom.help/empuls/en/articles/10931744-product-updates-feb-2025)[Product Updates - May 2025](https://intercom.help/empuls/en/articles/11389597-product-updates-may-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)


# Product Updates - January 2026
Source: https://help-empuls.xoxoday.com/product-updates/january-2026

Explore Empuls’s product updates for January 2026, covering new features and improvements. This guide walks through the setup step by step.

We’re excited to bring you the latest updates from Xoxoday Empuls, designed to enrich your experience and drive better engagement across your organization.

**Here's what's new:**

**1. Automate milestone celebrations**

Stop the manual effort of tracking and gifting for every personal and professional milestone. Admins can now automate awards for various life events, including Wedding Anniversaries, Promotions, Farewells, and Retirements. By using employee metadata, the system automatically triggers awards on the exact day, ensuring every "moment that matters" is celebrated with zero administrative work.

<img alt="Automated milestone award setup for wedding anniversaries, promotions, farewells, and retirements" />

**2. Smart insights for nomination approvers**

Empower approvers with the context they need to make fair decisions. The new Smart Insights layer surfaces a nominee's recognition history, tenure, and previous awards directly within the review pane, reducing reliance on nominator credibility and eliminate biased nominations, repetitions thus ensuring even distribution of rewards.

<img alt="Nomination review pane with Smart Insights showing nominee history, tenure, and prior awards" />

**3. Enhanced customization for service anniversary yearbook**

Celebrate milestones in style. We’ve reimagined the Yearbook experience with digital flip-book layouts and bespoke brand icons to offer a high-fidelity experience for work anniversaries.

<img alt="Service anniversary yearbook with digital flip-book layout and custom brand icons" />

**4. One-click bulk budget reclamation**

Take full control of your organizational budget with the new "Retrieve All Points" feature. Admins can now instantly reclaim full remaining balances from multiple managers in a single action, perfect for effortless quarterly rebalancing or year-end closures.

<img alt="Retrieve All Points action reclaiming remaining balances from multiple managers at once" />

**5. Automated milestone credits for leaderboards**

To celebrate and gamify long-term dedication, you can now automate "Builder Points" for significant work anniversaries ranging from Year 1 to Year 30. This feature instantly credits an employee’s leaderboard standing the moment they reach a milestone, transforming years of loyalty into visible, real-time competitive momentum. Beyond anniversaries, this automation can be used for other key moments like onboarding and completion, helping you preserve culture and inspire newer team members without manual HR intervention.

<img alt="Leaderboard automation crediting Builder Points for work anniversaries from year 1 to 30" />

**6. Bulk tagging for core values**

Are you sending rewards through csv uploads? We have added support for including hashtags like #Integrity or #Impact to automatically tag awards with your respective core values.

<img alt="CSV upload supporting core value hashtags like #Integrity and #Impact to auto-tag awards" />

**7. Elevated redemption experience with multi-image galleries**

Give your employees a 360-degree view of their rewards. Product listings now support multiple images and interactive carousels, allowing users to swipe through side views and close-ups. High-fidelity visuals reduce uncertainty and ensure employees are excited about their choices.

<img alt="Reward product listing with multi-image gallery carousel for side and close-up views" />

**8. Comprehensive quiz analytics in reports**

Turn participation into performance insights. Downloadable reports now include question-by-question responses for quizzes, allowing you to validate knowledge levels in bulk and reward based on correct answers.

<img alt="Quiz analytics report with question-by-question response breakdown for bulk knowledge validation" />

**9. Improved voting for web polls**

Ensure every vote is intentional with the new "Submit" button for Web-based polls. This enhancement eliminates accidental clicks by allowing users to review their selection before final confirmation, leading to higher-integrity engagement data.

<img alt="Web poll interface with new Submit button confirming user selection before final vote" />

**10. Product-level redemption reports**

Understand exactly what rewards your employees love. You can now track exactly which products are being redeemed, analyze point distribution across regions, and use custom date filters to align your reward strategy with real-time employee behavior.

<img alt="Product-level redemption report tracking redeemed items and regional point distribution" />

## **Upcoming features**

⭐**Fitness Challenges:** Boost team wellness and engagement with daily step counts and pre-set workout goals.

\*\*⭐ Automated Weekly Reports:\*\*Get division-level performance insights delivered directly to your inbox every week.

\*\*⭐ Google Workspace Integration:\*\*Enjoy a more connected experience with enhanced Google ecosystem sync for smoother workflows.

\*\*⭐ Enhanced Wallet Management:\*\*Gain more flexibility and control over how you allocate, track, and manage reward funds across different cost centers.

\*\*⭐ One-Click Bulk Approvals:\*\*A new, streamlined dashboard dialog will allow admins to review and approve multiple awards in seconds.

Looking to drive loyalty, boost sales performance, or enhance employee engagement? Explore [Xoxoday's product suite here!](https://track.xoxoday.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQU1hemRNV3pkQUdieGUwZEpqODRXZXNBT1RLZUtGVT0iLCJocmVmIjoiaHR0cHM6Ly9iaXQubHkvM0g4U0hWaiIsImludGVybmFsIjoiODhjNjA4M2ZmNTg1MDFjNmIzNzQiLCJsaW5rX2lkIjozNjkwfQ/7bae620fef36b447f0587455f1acb759f35390296ac32ac75ce911f88015250c)

**Want to request a feature on Empuls?**

Get in touch with our customer success team through Messenger on platform, or email us at [cs@xoxoday.com](mailto:cs@xoxoday.com).

Related Articles[Product Updates - December 2024](https://intercom.help/empuls/en/articles/10345631-product-updates-december-2024)[Product Updates - January 2025](https://intercom.help/empuls/en/articles/10449043-product-updates-january-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)[Milestone Program: FAQs](https://intercom.help/empuls/en/articles/12320124-milestone-program-faqs)[Product Updates - September 2025](https://intercom.help/empuls/en/articles/12545632-product-updates-september-2025)


# Product Updates - July 2024
Source: https://help-empuls.xoxoday.com/product-updates/july-2024

Latest product updates to enhance your Empuls experience.

**Customizable Leaderboard**

Super Admins can design and configure custom Leaderboards by defining the scoring rules and ranking criteria for participants. This feature provides flexibility in showcasing engagement metrics and fostering competition within groups.

[Check it out](https://e.customeriomail.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dRd0NpME95ajU0M1l0X0o5eEZUdz0iLCJocmVmIjoiaHR0cHM6Ly9naWlmdC54b3hvZGF5LmNvbS9ob21lL21hbmFnZS1sZWFkZXJib2FyZCIsImludGVybmFsIjoiODhjNjA4MGVmZTY5OWZiYjFhIiwibGlua19pZCI6MTYwMH0/a8f27ee0224f28c60dbb72dcdb72bba61aa96a3b42a5ff17fbeff21af018edc5)

<img alt="Customizable Leaderboard configuration with scoring rules and participant ranking criteria" />

**Drive RnR adoption through Reward Cycle**

With the new Reward Cycle feature, Admins can create reward cycles for different types of awards, which can then be automated for nomination and approval, planned timelines and structured communication.

End users can see the active reward cycles for awards when recognizing their peers, enhancing adoption and participation.

📘 [Learn more](https://e.customeriomail.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dRd0NpME95ajU0M1l0X0o5eEZUdz0iLCJocmVmIjoiaHR0cHM6Ly93d3cuY2FudmEuY29tL2Rlc2lnbi9EQUdMRk93cnJiay9JbzEtZXFpNzdCQUlZMXJoQ2tGMi1RL3ZpZXc_dXRtX2NvbnRlbnQ9REFHTEZPd3JyYmtcdTAwMjZ1dG1fY2FtcGFpZ249ZGVzaWduc2hhcmVcdTAwMjZ1dG1fbWVkaXVtPWxpbmtcdTAwMjZ1dG1fc291cmNlPWVkaXRvciIsImludGVybmFsIjoiODhjNjA4MGVmZTY5OWZiYjFhIiwibGlua19pZCI6MTYwMX0/53836fed7742f925d82039b9b5f19232416262a13332511b58fc77c8d8a45722)

<img alt="Reward Cycle setup defining nomination, approval, and communication timelines for awards" />

**Prorated budget allocation**

Super Admins (and admins) can now allocate prorated budgets for teams and departments based on their size. This update ensures fair resource distribution and efficient budget management.

<img alt="Prorated budget allocation page distributing funds across teams based on size" />

**Expanded multiple-choice options in award configuration**

We have expanded the number of multiple-choice options for configuring awards, from 10 to 15 questions. Also, the character limit for multiple choice questions has been increased to 100 from 50.

<img alt="Award configuration form with expanded multiple-choice options up to 15 with 100-character limit" />

**Get data on who are yet to claim their link-based rewards**

In admin settings, under Data, we’ve added the filter “Claim Status” to help get insights on users who have claimed their redeemable link-based rewards and those who are yet to claim.

<img alt="Admin Data report with new Claim Status filter showing redeemed and unclaimed link rewards" />

**Bulk gifting with mobile number support**

Bulk gifting now supports mobile numbers for file uploads, allowing Admins to include all active users when scheduling gifts in bulk, regardless of their login method. This is particularly beneficial for shop floor, field and remote workers.

**Approval flow management for disabled nominees**

Approvers will now receive a notification when attempting to review or approve award nominations for individuals who have left the organization. They can then choose to act or leave the nomination pending.

<img alt="Approver notification flagging an award nomination for an employee who left the organization" />

**Wishing your colleagues made easier on mobile**

We have improved our wishboard to allow users to submit their wishes directly through their mobile browsers without any requirement to download the app.

<img alt="Mobile browser wishboard letting users submit wishes without installing the Empuls app" />

**Chat support enabled for admins on mobile app**

You can now reach out to our support through live chat on mobile app. Additionally, you can access all the help guides and stay updated about the latest releases on the app.

**Upcoming features:**

⭐ **Enhanced navigation experience**

Access all admin related sub-menus under their respective main menu. 🔎 [Learn about the upcoming changes.](https://e.customeriomail.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dRd0NpME95ajU0M1l0X0o5eEZUdz0iLCJocmVmIjoiaHR0cHM6Ly9oZWxwLmVtcHVscy5pby9lbi9hcnRpY2xlcy85NjE1MjMwLWNoYW5nZXMtdG8teW91ci1uYXZpZ2F0aW9uLW1lbnUiLCJpbnRlcm5hbCI6Ijg4YzYwODBlZmU2OTlmYmIxYSIsImxpbmtfaWQiOjE2MDJ9/c84c013cdefd16f5fd26198d4e256774a0bf7f587c70123617892bfca84d0d42)

⭐ **Sync profile pictures from Slack**

Automatically sync your Slack profile picture to Empuls.

⭐ **AI driven appreciations for employee achievements**

AI Bot assisting award givers with recent achievements by their colleagues to increase frequency and relevancy of awarding.

Related Articles[Product Updates - December 2024](https://intercom.help/empuls/en/articles/10345631-product-updates-december-2024)[Product Updates - March 2025](https://intercom.help/empuls/en/articles/10931696-product-updates-march-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)


# Product Updates - July/August 2025
Source: https://help-empuls.xoxoday.com/product-updates/july-august-2025

Explore Empuls’s product updates for July and August 2025, covering new features and improvements. Built to save HR and admin teams time.

We’re excited to bring you the latest updates from Xoxoday Empuls, designed to enrich your experience and drive better engagement across your organization.

**Here's what's new:**

## **1.Introducing Reward Governance**

Peer recognition is a powerful engagement tool, but without the right safeguards, it can lead to issues like reward swapping, repeated nominations, and favoritism.

The new Reward Governance feature, available as part of the Rewards Program, helps you:

* \*\*Prevent reward exchanges:\*\*Stop employees from rewarding each other back and forth within the same cycle.
* \*\*Limit repeated nominations:\*\*Avoid over-recognition of the same individuals to encourage broader participation.
* \*\*Balance reward distribution:\*\*Ensure rewards are distributed fairly across the organization.

Each rule comes with flexible enforcement options: Audit, Advisory, or Restricted, so you can choose the level of control that fits your company’s needs.

<img alt="Reward Governance rules panel with Audit, Advisory, and Restricted enforcement options" />

## 2. Redesigned Home Page on MS Teams

The Xoxoday Empuls home page on Microsoft Teams has a fresh new look.
We’ve redesigned the Recognize and Redeem section to make recognition and reward redemption more intuitive, right within Teams. Improved navigation makes it easier for users to act quickly and find what they need.

<img alt="Redesigned Empuls home page in Microsoft Teams with refreshed Recognize and Redeem sections" />

## 3. **Transfer Nominations for Exited Employees**

Don’t let pending nominations get stuck when someone leaves. You can now transfer their nominations to another user, like their manager or a super admin, so the approval process keeps moving smoothly.

<img alt="Nomination transfer dialog reassigning pending approvals from an exited employee to a manager" />

##

## **4. Monthly Usage Summary for Managers**

Managers now get a clear monthly snapshot of team engagement on Empuls.

**Key stats include:**

* Team members recognized and awards received
* Awards and core values given by the manager
* Gift and redemption activity
* Engagement metrics like active users, posts, reactions, and celebrations

## This summary helps managers stay connected and celebrate their team’s impact.

<img alt="Manager monthly summary with team recognition stats, awards, gifts, and engagement metrics" />

## 5. Micro-Engagement Workflow in Microsoft Teams

Boost team connection and recognition without leaving Teams. With new Adaptive Cards, you can now:

* Congratulate colleagues instantly
* Say Thanks when appreciated
* Acknowledge tagged posts

These interactions sync automatically with the Xoxoday Empuls web platform to keep recognition flowing across your workspace.

<img alt="Microsoft Teams Adaptive Cards for instant congratulations, thanks, and post acknowledgments" />

## 6. **Home Page Customization Options**

Admins can choose from three different home page layouts to better align with your company’s culture and communication style. Each layout offers a unique way to showcase key information and engage employees.

Switching between layouts takes just a click and gives you the flexibility to adapt as your needs evolve.

<img alt="Home page layout selector showing three customizable templates for admins to choose from" />

##

## **7. More categories launched on Xoxoday Empuls marketplace**

The reward store just got more exciting. Employees can redeem their points across a wider range of categories including experiences, flights, mobile recharge, lounge access, and charity donations.

More choice and more flexibility to make every reward feel more meaningful.

<img alt="Marketplace categories including experiences, flights, mobile recharge, lounge access, charity" />

##

## **8. Feature in spotlight: Empuls Copilot**

Want to recognize a teammate, redeem points, or view team insights?
Just ask Empuls Copilot and it’s done.

Copilot is your AI-powered assistant that helps managers, employees, and admins take instant action. No digging through menus or clicking around. Just chat and go.

**Try it now:** Go to **Home > Copilot** and see it in action.

<img alt="Empuls Copilot chat interface handling recognition, redemption, and team insight requests" />

## **Upcoming features:**

⭐ **Improved Navigation:** A smarter UI with separate dashboards for admins and users to make navigation effortless.

\*\*⭐ Enhanced Reports:\*\*Faster access to key reports and insights with a revamped reporting experience.

\*\*⭐ Wellness Benefits:\*\*A new wellness category featuring health check-ups, OPD coverage, employee assistance programs, and more.

\*\*⭐Sales Incentives:\*\*The ability to run sales incentive programs directly within Empuls.

\*\*⭐Gamezone:\*\*Online games to boost platform engagement and keep things fun.

For any feedback or questions reach out to us at [cs@xoxoday.com](mailto:cs@xoxoday.com)

Related Articles[Product Updates - January 2025](https://intercom.help/empuls/en/articles/10449043-product-updates-january-2025)[Product Updates - March 2025](https://intercom.help/empuls/en/articles/10931696-product-updates-march-2025)[Product Updates - May 2025](https://intercom.help/empuls/en/articles/11389597-product-updates-may-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)[Product Updates - September 2025](https://intercom.help/empuls/en/articles/12545632-product-updates-september-2025)


# Product Updates - June 2024
Source: https://help-empuls.xoxoday.com/product-updates/june-2024



We're excited to bring you the latest enhancements designed to enrich your experience on Empuls.

## **Here's what's new:**

* **Smart insights while appreciating your peers**

Get additional insights on nominees you’ve selected to appreciate to help you make a fair and equitable recognition. You can see their recognition history and check when you last appreciated them.

<img alt="Recognition flow showing nominee insights with past recognition history and last appreciation date" />

* **Enable recognitions on selected groups only**

Group admins can now restrict recognition posts in different groups and enable recognition only on their selected groups. To activate this setting, click on the “Group Settings” and view more to edit the content moderation settings.

<img alt="Group content moderation settings restricting recognition posts to selected groups only" />

* **Newly added Cost Center filter to select survey respondents**

You can now invite employees to respond to a survey based on their cost center mapping.

<img alt="Survey audience selector with new Cost Center filter for choosing respondents" />

* **Introducing advanced feed filtering for enhanced engagement**

You can now navigate through your organization's feed effortlessly, focusing on the posts that matter most to you. Our advanced filters allow you to sort through posts based on specific categories – Birthdays, New Joiners, Anniversaries, Recognitions and General posts.

<img alt="Feed filter options sorting posts by birthdays, new joiners, anniversaries, and recognitions" />

* **Option to delete birthday, anniversary, and new joinee posts**

  Group admins can delete birthdays, anniversaries or new joiner posts from the feed. To delete a post, click on the top-right corner of the post and click “Delete”.

<img alt="Group admin post menu with Delete option for birthday, anniversary, and new joiner posts" />

* **Protecting your privacy with enhanced profile controls**

With this update, you have the option to hide your birthday and work anniversary from your profile. When you opt to hide your birthday, the wishboard feature will be automatically disabled for your profile.

<img alt="Profile privacy controls for hiding birthday and work anniversary from the wishboard" />

## **Upcoming features:**

⭐ **Custom leaderboard for your recognition program**

Motivate employees with gamified leaderboard for various use cases like walking distance completed, on time arrival, targets achieved, etc.

⭐ **Employee anniversary year book**

Compile employee anniversary wishes, recognitions, and feed posts into a cohesive, visually appealing digital book.

**Want to request a feature on Empuls?**

Get in touch with our customer success team through Messenger on platform, or email us at [cs@xoxoday.com](mailto:cs@xoxoday.com).

Related Articles[Product Updates - May 2024](https://intercom.help/empuls/en/articles/9706017-product-updates-may-2024)[Product Updates - August 2024](https://intercom.help/empuls/en/articles/9856948-product-updates-august-2024)[Product Updates - November 2024](https://intercom.help/empuls/en/articles/10278248-product-updates-november-2024)[Product Updates - September 2024](https://intercom.help/empuls/en/articles/10278259-product-updates-september-2024)


# Product Updates - June 2025
Source: https://help-empuls.xoxoday.com/product-updates/june-2025

Catch up on everything Empuls shipped in June 2025, from new features to fixes. No coding required for most teams.

We’re excited to bring you the latest updates from Xoxoday Empuls, designed to enrich your experience and drive better engagement across your organization.

# **Here's what's new:**

## **1. Effortless Recognition with Empuls Copilot**

Say hello to **Empuls Copilot** – your AI-powered assistant designed to transform how you recognize, engage, and support your people.

Now, managers and employees can take action directly through a simple chat. Whether you want to appreciate a colleague, redeem reward points, or view insights - Empuls Copilot has you covered.

**Example:**
*"Please appreciate Alex for closing the deal."*
Copilot will ask a few quick questions like award type, value and even draft a personalized message for you.

**No clicks. No complexity. Just quick conversations.**

<img alt="Empuls Copilot chat composing a recognition message after a manager appreciation request" />

## **2. Zero Transaction Fee for Wallet Recharge (for India)**

Wallet recharges are now quicker, easier, and more efficient for admins in India. The process has been streamlined, allowing admins to manage recharges independently, using UPI and Corporate Net Banking directly through the platform.

**What’s new:**

* More payment options: **UPI** and **Corporate Net Banking** now supported
* **Zero transaction fees** on net banking
* **Minimal fees** on credit card payments

**Where to find it:**
Go to **Admin > Billing and Customization > Recharge Wallet**

This feature is currently available only for customers in **India**.

<img alt="Wallet recharge page for India admins with UPI and corporate net banking options" />

## **3. AI Insights in Usage Reports**

Admin usage reports now include a dedicated AI Insights section, highlighting key trends, low-engagement areas, and data-backed recommendations.

**This helps:**

* Understand key trends
* Identify low-engagement areas
* Get data-backed suggestions to improve usage

<img alt="Admin usage report with AI Insights section flagging trends and low-engagement areas" />

## **4. Recurring Reward Cycles for Automated Recognition**

Running recognition programs shouldn't rely heavily on HR or take hours to set up. That’s why we’ve introduced Recurring Reward Cycles to automate your reward programs to repeat on a defined schedule.

* Eliminate setup friction
* Keep rewards consistent, timely, and effortless.

Try it now under: **Recognize > Admin > Reward Cycles > Define Timelines and Cadence.**

<img alt="Reward Cycle scheduler defining recurring timelines and cadence for automated recognition" />

## **5. Rich Text Editor for Engaging Posts**

The new rich text editor makes it easier than ever to craft clear, compelling posts your team won’t miss.

Make every announcement stand out with:

* **Bold text** to highlight key messages
* **Hyperlinks** to guide your team to important resources

<img alt="Rich text editor for posts with bold formatting and hyperlink controls in the toolbar" />

## **6. Lease Premium Devices with Tortoise**

Empuls has partnered with **Tortoise**, making it easy for employees to lease premium devices like phones, laptops, and more, directly through the platform.

* Browse, lease, and manage devices within Empuls
* Automatic payroll deductions for easy payments
* Quick and seamless admin approvals

**Admin > Benefits** (India only)

<img alt="Tortoise device leasing catalog inside Empuls Benefits showing phones and laptops" />

## **7. Group templates**

Create groups faster and with more consistency using **ready-made templates**.

**Why it matters:**

* Makes it easier to get started with clear ideas and purpose
* Helps align teams around common goals and proven formats
* Speeds up group creation with fewer manual steps
* Keeps groups structured, focused, and goal-driven

Find it:
**Groups > See All > Group Templates**

<img alt="Group Templates gallery offering ready-made formats for faster, consistent group creation" />

# **Upcoming features:**

⭐ **Reward governance:** Our upcoming Reward Governance feature helps admins enforce balance and integrity while running reward cycles without disrupting the employee experience.

\*\*⭐ Transfer Nominations:\*\*Super admins will soon be able reassign or cancel nominations stuck with disabled accounts.

\*\*⭐ Gifting Improvements:\*\*Admins will be able to manage all gift campaigns from one page with curated collections and automation.

Related Articles[Product Updates - December 2024](https://intercom.help/empuls/en/articles/10345631-product-updates-december-2024)[Product Updates - March 2025](https://intercom.help/empuls/en/articles/10931696-product-updates-march-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)[Product Updates - September 2025](https://intercom.help/empuls/en/articles/12545632-product-updates-september-2025)


# Product Updates - June 2026
Source: https://help-empuls.xoxoday.com/product-updates/june-2026

See what's new in Empuls for June 2026: feature releases, improvements, and fixes. It’s part of Empuls’s broader admin toolkit.

We're excited to bring you the latest updates from Xoxoday Empuls, designed to enrich your experience and drive better engagement across your organization.

**Here's what's new:**

**1. Multi-wallet: give every team their own budget, owner, and controls**

Admins can now create multiple wallets for different teams, each with its own owner, balance, and spending rules — no more manual tracking of departmental spend.

* **Decentralised ownership:** Assign wallets to HRBPs or team leads, with automated low-balance alerts so budgets never run dry.
* **Granular controls:** Restrict each wallet to specific award types, teams, or cost centres.

📹 [Watch walkthrough](https://app.trupeer.ai/view/AYPD5SAKD/managing-multiple-wallets-in-empuls)

<img alt="Multi-wallet admin page with team-specific wallets, assigned owners, and spending controls" />

***

**2. Bring recognition and milestones into Google Workspace**

Empuls is now accessible directly in Google Chat — recognition and milestone alerts without switching tabs.

* **Recognition notifications:** Get alerts for appreciations, peer nominations, and point redemptions in Chat.
* **Milestone alerts:** Birthdays and work anniversaries surface directly in your Google workspace.

📹 [Watch walkthrough](https://app.trupeer.ai/view/lJM6rBlza/using-empuls-google-chat-app-for-employee-recognition)

<img alt="Empuls notifications in Google Chat showing recognitions and work anniversary milestone alerts" />

***

**3. Choose your tone, let AI write the perfect appreciation**

Employees can now pick a tone — Professional, Friendly, Enthusiastic, or Heartfelt — and get an AI-generated award message instantly. No blank page, no guessing what to write.

* **Tone-first approach:** Four distinct tones ensure every message fits the moment — whether it's a formal award or a casual birthday shoutout.
* **More recognitions sent:** Removing the writing barrier drives higher recognition frequency, especially among first-time recognisers.

📹 [Watch walkthrough](https://app.trupeer.ai/view/rjVQqEc2I/empuls-smarter-recognition-with-ai)

<img alt="AI appreciation generator with tone selector for Professional, Friendly, Enthusiastic, Heartfelt" />

***

**4. Build anticipation with a coordinated winner reveal**

Admins can now hold all award posts and point releases and reveal them together at a scheduled date and time.

* **Simultaneous release:** All winners announced at once — a company-wide moment, not a trickle of notifications.
* **Full scheduling control:** Set the exact reveal time; the platform handles distribution automatically.

📹 [Watch walkthrough](https://app.trupeer.ai/view/GI4AYTuZA/survey-skip-logic-show-only-questions-that-matter-to-each)

<img alt="Award scheduler holding posts and point releases for a coordinated company-wide winner reveal" />

***

**5. Manage awards and nominations at scale, in seconds**

Enable, disable, delete awards, and approve or transfer nominations — all in bulk, in seconds.

* **Awards:** Bulk enable, disable, or delete with optional auto-disable scheduling so award windows close on their own.
* **Nominations:** Batch approve or decline, and instantly transfer pending nominations when a manager exits.

📹 [Watch walkthrough](https://app.trupeer.ai/view/mBqEPpEc8/bulk-nomination-approval-and-management-guide)

<img alt="Awards admin with bulk enable, disable, delete, and nomination approval or transfer actions" />

***

**6. Survey skip logic: show only questions that matter to each employee**

Questions now adapt based on previous answers — employees only see what's relevant to them, not a fixed sequence for everyone.

* **Set conditions once:** Define a rule like "if answer is No, skip to question 5" and the platform routes every respondent automatically.
* **Better data quality:** Focused surveys reduce drop-off and improve the depth of responses you collect.

<img alt="Survey builder configuring skip-logic rules to route respondents based on previous answers" />

***

**7. Mood-O-Meter: understand the "why" behind every score with AI**

Two updates make Mood-O-Meter easier to respond to and richer in insight.

* **Email response links:** Employees respond directly from their inbox — no login required.
* **AI sentiment analysis:** A follow-up question captures the "why," with AI automatically surfacing themes across all responses.

📹 [Watch walkthrough](https://app.trupeer.ai/view/k7fbh9Pg1/empuls-moodometer-email-notifications-and-sentiment-analysis)

<img alt="Mood-O-Meter email response with follow-up question and AI sentiment theme analysis" />

***

**8. Tune every notification: channel, timing, and content — your way**

Notification settings are now per-touchpoint — adjust channel, frequency, and content independently for each.

* **Per-touchpoint control:** Welcome Emails, Sign-Up Reminders, Redemption Reminders, and Wishboard Nudges each have their own settings.
* **Edit the message itself:** Customise the actual email content for each notification type to match your organisation's tone.

📹 [Watch walkthrough](https://app.trupeer.ai/view/eFDru2yd3/configuring-custom-notifications-in-empuls)

<img alt="Per-touchpoint notification settings tuning channel, timing, and content for each email type" />

***

**9. See how recognition shapes your Glassdoor rating over time**

A new report correlates your recognition activity in Empuls with Glassdoor ratings month over month — making the ROI case for leadership.

* **Prove impact to leadership:** Show CHROs and CFOs how R\&R activity tracks with employer brand perception over time.
* **No manual analysis:** Data is automatically correlated and visualised — ready to present as-is.

📹 [Watch walkthrough](https://app.trupeer.ai/view/0qAJiLpFL/measuring-recognition-program-roi-with-impact-report)

<img alt="ROI report correlating monthly Empuls recognition activity with Glassdoor rating trends" />

***

**10. Complete reward transaction audit trail, ready in one click**

Download a single report covering all point credits, redemptions, and expirations for any date range.

* **One file, full picture:** Replaces the need to stitch multiple reports for audits or budget reconciliation.
* **Audit-ready:** Built for finance teams and compliance reviews out of the box.

📹 [Watch walkthrough](https://app.trupeer.ai/view/OOhMaDk50/empuls-transaction-audit-reports)

<img alt="Reward transaction audit report exporting credits, redemptions, and expirations for a date range" />

***

## Upcoming features

⭐ **Scheduling of custom reports:** Schedule and auto-deliver reports to the right stakeholders at the right time — no manual exports needed.

⭐ **Agentic support for reports & insights (MCP):** MCP integration lets your AI tools talk to Empuls — pull live reports, surface insights, and answer leadership questions on demand.

⭐ **Event RSVP:** Let employees discover and RSVP to company events directly within Empuls.

⭐ **Referral incentive programs:** Run fully automated employee referral programs — from submission to reward — without any manual intervention.

***

**Want to request a feature on Empuls?**

Get in touch with our customer success team through Messenger on platform, or email us at [cs@xoxoday.com](mailto:cs@xoxoday.com).


# Product Updates - March 2024
Source: https://help-empuls.xoxoday.com/product-updates/march-2024

Find out what is new in Empuls, to improve your employee experience

## **Enhanced appreciation posts feed**

Enhance appreciation posts by incorporating dynamic images, GIFs, or videos against fixed backgrounds. This feature creates a dynamic feed experience on the social intranet, offering a distinctive media flow on published appreciation posts.

<img alt="Appreciation post in the social feed featuring an animated GIF over a fixed background" />

## **Bulk nomination for all awards**

Enable bulk nominations of individuals and teams, excluding reward collection awards.

▶️ [Know more](https://track.xoxoday.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dPWDVEYXBESzNla1F0R1l6aDV1dz0iLCJocmVmIjoiaHR0cHM6Ly94b3hvZGF5LnBvcnRhbC50cmFpbm4uY28vc2hhcmUveHYxcVpYT2FSdUY0dU1KSElvQ2RxdyIsImludGVybmFsIjoiODhjNjA4MGVmZTY5OWZiYjFhIiwibGlua19pZCI6MTA3Mn0/6a0c6d8d3a7e35b1dfe2cc308b951d2a18a5f4ae4717954e83f44269a397ef1c)

<img alt="Bulk nomination screen selecting multiple individuals and teams for the same award" />

## **Auto approval of nominations**

Streamline the reward process by automatically approving nominations when they reach the highest nominator level.

## **Manage points of exited employees**

Choose the right option to recover unused budgets and reward points of exited employees. If the employee has an unused budget, it can be transferred to a co-owner or supervisor. The exited employees' reward points can be destroyed or retained in an unredeemed state.

<img alt="Exited employee settings choosing to transfer budgets or destroy unused reward points" />

▶️ [Know more](https://track.xoxoday.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dPWDVEYXBESzNla1F0R1l6aDV1dz0iLCJocmVmIjoiaHR0cHM6Ly94b3hvZGF5LnBvcnRhbC50cmFpbm4uY28vc2hhcmUvMXI5WGtXMzdFTkRJZnRVMDdCM25ZZyIsImludGVybmFsIjoiODhjNjA4MGVmZTY5OWZiYjFhIiwibGlua19pZCI6MTA3M30/4829ad8ab0f7833efca49b8b3f04e30df57aea47c6730ed81833dd8db4061420)

## **Seamless appreciation flow in mobile view**

Experience a seamless appreciation flow on mobile devices, ensuring consistent user engagement.

<img alt="Mobile appreciation flow with a streamlined recipient and message entry experience" />

## **Customize homepage banners**

Personalize your Empuls homepage with banners aligned with your brand guidelines. Reinforce your organization's identity for every user.

<img alt="Empuls homepage with a customized branded banner reflecting company visual identity" />

▶️ [Know more](https://track.xoxoday.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dPWDVEYXBESzNla1F0R1l6aDV1dz0iLCJocmVmIjoiaHR0cHM6Ly94b3hvZGF5LnBvcnRhbC50cmFpbm4uY28vc2hhcmUvU3RnQ1FQUjJCNG5tanpXWWlpM3NBQSIsImludGVybmFsIjoiODhjNjA4MGVmZTY5OWZiYjFhIiwibGlua19pZCI6MTA3NH0/a851446984eff515fe0b49f77f2bf19b520c87cf704d17d474906613df5b8f15)

## **Customize feed card background**

You can now customise the feed card backgrounds of birthday, anniversary, new joiner posts, banners on wish boards, profile screen banner and background of wall of fame.

<img alt="Branding settings customizing feed card backgrounds for birthdays, anniversaries, and new joiners" />

📘 [Learn more](https://track.xoxoday.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dPWDVEYXBESzNla1F0R1l6aDV1dz0iLCJocmVmIjoiaHR0cHM6Ly9oZWxwLmVtcHVscy5pby9lbi9hcnRpY2xlcy85MDM2Nzk2LWJyYW5kaW5nLWN1c3RvbWlzYXRpb24jaF84MjI3MzkzYTQwIiwiaW50ZXJuYWwiOiI4OGM2MDgwZWZlNjk5ZmJiMWEiLCJsaW5rX2lkIjoxMDc1fQ/2d449c099aacabf6baca2b169d1e2a4fbc4840845f9735de87b3a083ea29f42b)

###

## **View service anniversaries at a glance**

Never miss celebrating a service anniversary again! Our updated feed consolidates all milestones into one post, allowing users to congratulate peers directly from the wishboard.

<img alt="Consolidated service anniversary feed card with wishboard buttons for multiple celebrants" />

▶️ [Know more](https://track.xoxoday.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dPWDVEYXBESzNla1F0R1l6aDV1dz0iLCJocmVmIjoiaHR0cHM6Ly94b3hvZGF5LnBvcnRhbC50cmFpbm4uY28vc2hhcmUveW5tcGh5Zjk5WTBMeVltZHJzREVRZyIsImludGVybmFsIjoiODhjNjA4MGVmZTY5OWZiYjFhIiwibGlua19pZCI6MTA3Nn0/946ec04dd7e439dd2fc098d45a50ef19ffaa96f6770e40b0a111d830ede645d8)

## **Automated new hire notifications**

Automatically announce new hires on Empuls and MS Teams. Updates to employee profiles are also reflected in these posts, making it easy for colleagues to welcome new team members.

<img alt="Automated new hire welcome post appearing in the Empuls feed and Microsoft Teams channel" />

▶️ [Know more](https://track.xoxoday.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dPWDVEYXBESzNla1F0R1l6aDV1dz0iLCJocmVmIjoiaHR0cHM6Ly94b3hvZGF5LnBvcnRhbC50cmFpbm4uY28vc2hhcmUvd2ZYQlNFeHl4dWxrNFg0VTRqR2dQZyIsImludGVybmFsIjoiODhjNjA4MGVmZTY5OWZiYjFhIiwibGlua19pZCI6MTA3N30/182a665d4ec80dbd2e787207fa83b97ec051e38331fc40cd8f983cfed836d915)

###

## **Integration with UKG**

Manage user accounts seamlessly through a standard API integration. Admins can securely import employee information and manage access roles.

<img alt="UKG integration setup importing employee profiles and access roles into Empuls via API" />

## **Download employee data as CSV**

Allow admins to download employee data in CSV format. This facilitates thorough validation before integrating with HRMS, ensuring accuracy and eliminating discrepancies.

▶️ [Know more](https://track.xoxoday.com/e/c/eyJlbWFpbF9pZCI6ImRnU0l4Z2dEQUotN0dwNjdHZ0dPWDVEYXBESzNla1F0R1l6aDV1dz0iLCJocmVmIjoiaHR0cHM6Ly94b3hvZGF5LnBvcnRhbC50cmFpbm4uY28vc2hhcmUvTnZ2bnQ2cWlXRjlZY3A3TFFBVGt6USIsImludGVybmFsIjoiODhjNjA4MGVmZTY5OWZiYjFhIiwibGlua19pZCI6MTA3OH0/a662ca984c430fe597fb0965e760979318831e89cf3bcbed0f9cff09ce096a90)

## **Upcoming features:**

⭐ **Plan Reward Cycle in advance**

Admins can now plan reward issuance in advance with automated processes for nominations, notifications, and messages. You have the flexibility to enable or disable rewards as needed.

⭐ **Delegate access to user account**

Admins can temporarily transfer their account access to another user during emergencies. Delegates logging in on behalf of the admin must provide a reason, prompting an immediate email alert to the admin.

Related Articles[Product Updates - May 2024](https://intercom.help/empuls/en/articles/9706017-product-updates-may-2024)[Product Updates - July 2024](https://intercom.help/empuls/en/articles/9706022-product-updates-july-2024)[Product Updates - August 2024](https://intercom.help/empuls/en/articles/9856948-product-updates-august-2024)[Product Updates - March 2025](https://intercom.help/empuls/en/articles/10931696-product-updates-march-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)


# Product Updates - March 2025
Source: https://help-empuls.xoxoday.com/product-updates/march-2025

Explore Empuls’s product updates for March 2025, covering new features and improvements. No coding required for most teams.

We’re excited to bring you the latest updates from Empuls, designed to enrich your experience and drive better engagement across your organization.

## **Here's what's new:**

1. ## **Quid Pro Quo Prevention**

We’ve launched **Quid Pro Quo**, a feature designed to ensure fairness by preventing immediate reciprocal recognitions, promoting a balanced recognition cycle and protecting your budget.

**How It Works:**

* **Fairness in Action:** Once someone gives a recognition, the recipient cannot immediately reciprocate. The person who made the recognition will also be unable to reward the same individual for a set period (as determined).
* **Preventing Unfair Cycles:** This ensures mutual recognition isn’t abused, preventing a quick back-and-forth cycle of awards.
* **Maintaining Budget Integrity:** Track and manage reciprocal nominations to ensure your recognition budget is used wisely.

1. ## **Leaderboard Configurable to Display Up to 10 Winners**

Leaderboards can be configured to display anywhere from 3 to 10 winners, depending on your organization's business needs.

To set this up, go to **Manage Leaderboard** > \*\*Create a Leaderboard,\*\*choose the number of winners to display using the drop-down menu. The maximum number of winners displayed is 10.

<img alt="Leaderboard creation dropdown configuring 3 to 10 winners to display on the rankings page" />

1. ## **Filter Your Empuls Feed to Show Polls**

Looking for a poll you answered a week ago? No need to scroll endlessly—just apply the filters.

Navigate to your Empuls Feed, click on Filter, and select Polls from the drop-down. This lets you quickly find and focus on polls, boosting team participation.

<img alt="Empuls feed filter dropdown with Polls option selected to surface past poll posts" />

1. ## **Gamify Interview Participation with Workday (or Any HRIS)**

Hiring is a team effort. Make it fun and engaging by gamifying interview participation through your Workday or HRIS system.

✔️ Track employees who conduct interviews
✔️ Award points for each completed interview
✔️ Rank top contributors on a leaderboard

Recognize and reward employees who support hiring—and extend gamification to referrals, training, wellness challenges, and more!

1. ## **AI-Powered Content Moderation**

Admins now have access to **AI-Powered Content Moderation**, a feature that detects and blocks inappropriate content before it’s published. This ensures a safe environment while giving admins visibility into flagged items for review.

<img alt="AI-powered content moderation dashboard flagging inappropriate posts before publication" />

1. ## **Feature Not to Be Missed**

* **Gamification Engine for all your custom rewarding needs**

Admins can now gamify employee participation by:

* Defining custom milestones and rewards
* Allowing employees to unlock rewards as they achieve goals
* Customizing game rules and the user interface
* Tracking milestones easily for smooth management

To get started, Go to **Admin > Other Settings > Manage Leaderboard**
[Read the guide](https://e.customeriomail.com/e/c/eyJlIjoxNDAwNDAsImVtYWlsX2lkIjoiZXhhbXBsZSIsImhyZWYiOiJodHRwczovL3hveG9kYXktZ2xvYmFsLm5vdGlvbi5zaXRlL0dhbWlmaWNhdGlvbi13aXRoLUVtcHVscy0xNzYxNGNjNzI0NWU4MDllYjdiZGZiMWY4ZTdlODMxNj9wdnM9NCIsInQiOjE3NDI5MDIzMTd9/5e76ccdaaacb66364b31c6f91170c16b3a398294c03f095d5fe41acef648aa3a).

## **Upcoming features:**

⭐ **Rich Text Editing for Posts**
Soon you’ll be able to bold text in posts. This update will make it easier to highlight important content, improving readability on both web and mobile platforms.

\*\*⭐ Nudge Template Enhancements for Awards and Appreciations
\*\*We are enhancing the nudge templates for awards and appreciation to include images. This makes recognition more visual, impactful, and engaging for employees.

\*\*⭐ Improved UI on Slack Home Page
\*\*A refreshed Slack home page is on its way. Look out for a new banner and clickable buttons for Wall of Fame, My Profile, Leaderboard, and Employee Directory—customized based on user access.

\*\*⭐ AI-Powered Skill Mapping
\*\*Soon, Empuls will analyze recognition messages to identify and map employee skills. This provides valuable insights without requiring separate assessments.

Related Articles[Product Updates - January 2025](https://intercom.help/empuls/en/articles/10449043-product-updates-january-2025)[Product Updates - Feb 2025](https://intercom.help/empuls/en/articles/10931744-product-updates-feb-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)[Product Updates - September 2025](https://intercom.help/empuls/en/articles/12545632-product-updates-september-2025)


# Product Updates - May 2024
Source: https://help-empuls.xoxoday.com/product-updates/may-2024

Find out what is new in Empuls!

We're excited to bring you the latest enhancements designed to enrich your experience on Empuls.

**Enable recognitions on selected groups only**

Group admins can now restrict recognition posts in different groups and enable recognition only on their selected groups. To activate this setting, click on the “Group Settings” and view more to edit the content moderation settings.

<img alt="Group content moderation settings restricting recognition posts to selected groups only" />

**Smart insights while appreciating your peers**

Get additional insights on nominees you’ve selected to appreciate to help you make a fair and equitable recognition. You can see their recognition history and check when you last appreciated them.

<img alt="Recognition flow showing nominee insights with past recognition history and last appreciation date" />

**Newly added Cost Center filter to select survey respondents**

You can now invite employees to respond to a survey based on their cost center mapping.

<img alt="Survey audience selector with new Cost Center filter for choosing respondents" />

**Introducing advanced feed filtering for enhanced engagement**

You can now navigate through your organization's feed effortlessly, focusing on the posts that matter most to you. Our advanced filters allow you to sort through posts based on specific categories – Birthdays, New Joiners, Anniversaries, Recognitions and General posts.

<img alt="Feed filter options sorting posts by birthdays, new joiners, anniversaries, and recognitions" />

**Option to delete birthday, anniversary, and new joinee posts**

Group admins can delete birthdays, anniversaries or new joiner posts from the feed. To delete a post, click on the top-right corner of the post and click “Delete”.

<img alt="Group admin post menu with Delete option for birthday, anniversary, and new joiner posts" />

**Protecting your privacy with enhanced profile controls**

With this update, you have the option to hide your birthday and work anniversary from your profile. When you opt to hide your birthday, the wishboard feature will be automatically disabled for your profile.

<img alt="Profile privacy controls for hiding birthday and work anniversary from the wishboard" />

**Upcoming features:**

**⭐ Custom Leaderboard**

Motivate employees with gamified leaderboard for various use cases like walking distance completed, on time arrival, targets achieved, etc.

**⭐ Yearbook and work anniversary book**

Inspire employees with yearbooks to revisit the past recognitions and appreciations.

**⭐ Mobile browser support for wishboard**

Wish your peers with easy access to wishboard via Empuls mobile app.

⭐**Appreciate teams’ achievement with AI**

Appreciate employees with personalized AI written messages.

Related Articles[Product Updates - August 2024](https://intercom.help/empuls/en/articles/9856948-product-updates-august-2024)[Product Updates - November 2024](https://intercom.help/empuls/en/articles/10278248-product-updates-november-2024)[Product Updates - September 2024](https://intercom.help/empuls/en/articles/10278259-product-updates-september-2024)[Product Updates - June 2024](https://intercom.help/empuls/en/articles/10278269-product-updates-june-2024)


# Product Updates - May 2025
Source: https://help-empuls.xoxoday.com/product-updates/may-2025

Catch up on everything Empuls shipped in May 2025, from new features to fixes. This guide walks through the setup step by step.

**1. Automated Content Moderation**

Xoxoday Empuls makes it easier to maintain a respectful and inclusive environment by automatically flagging or blocking messages containing hate speech, harassment, sexual content, or violence.

Admins receive instant notifications for any flagged content, which can be reviewed anytime under **Admin > AI Settings > Content Moderation**, with AI-powered moderation working quietly in the background to ensure a seamless experience.

<img alt="AI Settings content moderation page flagging hate speech, harassment, and violent messages" />

**2.  Skill Mapping**

Xoxoday Empuls helps you uncover soft skill trends across your teams by tapping into existing recognition data, unlocking hidden trends and talent insights across the organization.

This enables you to:

**- Decode soft skill compositions to understand your team’s capabilities.**

**- Identify gaps and strengths to guide hiring or upskilling.**

**- Assess talent readiness with a clear skill quotient.**

**- Shape learning paths and development plans with real-time insights.**

Skill Mapping offers a new lens into workforce capabilities—providing AI-driven insights to help you make smarter, data-backed talent decisions.

<img alt="Skill Mapping dashboard showing AI-derived soft skill trends from team recognition data" />

**3. A Smarter Slack Home Tab**

We have added new capabilities to the Xoxoday Empuls Home Tab on Slack, designed to make it more intuitive and action-ready for your daily workflow.

Here’s what’s new:

**Wall of Fame** – Celebrate and view employee recognitions across the organization.

**My Profile** – Update your bio, track recognitions and wishes, and manage all account details.

**Leaderboard** – Participate in employee engagement activities and contribute to the workplace happiness quotient.

**Directory** – Quickly find and connect with colleagues across teams.

<img alt="Slack Home Tab with Wall of Fame, My Profile, Leaderboard, and Directory shortcuts" />

**4. Taxation Reports for Rewards & Benefits**

Stuck with complicated tax calculations on rewards?

The new **Taxation Report** makes it simple by breaking down taxable reward amounts. Easily configurable under **Custom Reports**, filter by geography or team to get accurate tax data in one place—saving time and reducing errors.

**5. Rich Text Formatting Options AI-Powered Content Moderation**

You can now **bold** your text in Empuls posts—on both web and mobile.

Use it to:

* **Emphasize key points**

**- Make announcements stand out**

**- Improve readability and engagement**

This is just the beginning—more rich text formatting options are coming soon!

<img alt="Empuls post editor toolbar with the new bold formatting option for web and mobile" />

**6. Rewards Store Gets a Makeover**

The Rewards Store just got easier to use—with a refreshed layout and smarter filters.

Here’s what’s new:

**- Global search icon for quicker access**

**- Categories moved to the left for better navigation**

**-** New filters: **Recommended** and **Recently Added**

\*\*-\*\*Filter by **Price**, with the default selection showing the points you have available to redeem

<img alt="Redesigned Rewards Store with left-side categories, global search, and price-based filters" />

**Upcoming features:**

⭐ **MS Teams Home Page Improvements:** A more streamlined and intuitive experience within MS Teams.

**⭐ Manager Reports Dashboard:** A new dashboard to help managers track and analyze team performance.

**⭐ Customizable Home Page:** Tailor the home page to suit your needs and preferences.

**⭐ AI Insights on Who to Recognize Next:** Get AI-driven recommendations on top employees to recognize.

Related Articles[Product Updates - March 2025](https://intercom.help/empuls/en/articles/10931696-product-updates-march-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)[Product Updates - September 2025](https://intercom.help/empuls/en/articles/12545632-product-updates-september-2025)[Product Updates - December 2025](https://intercom.help/empuls/en/articles/13271184-product-updates-december-2025)


# Product Updates - November 2024
Source: https://help-empuls.xoxoday.com/product-updates/november-2024



We're excited to bring you the latest enhancements designed to enrich your experience on Empuls.

**Here's what's new:**

* **Improved custom report search**

You can now filter and search custom reports more efficiently with new search options in the Custom Reports section.

<img alt="Custom Reports search bar with new filter options for narrowing report lists" />

* **Access all data reports in Reports and Insights**

The "Raw Data" tab is now available under Reports, offering detailed filters for awards, budgets, gifts and more. You can also access it by navigating to Admin Settings > Other Settings.

<img alt="Reports and Insights Raw Data tab with filters for awards, budgets, and gifts" />

* **Monthly product usage summary for admins**

Admins will now receive an automated monthly product usage report via email, giving a snapshot of how your organization is using Empuls.

<img alt="Monthly admin email summarizing Empuls product usage across the organization" />

* **Wishboard enhancements**

You can filter celebrations by upcoming, past, or future and by categories such as Birthdays, Work anniversaries, and New Joiners. You can also view events within “My Circle” or across the organization. Navigate to Celebrations to explore the new filters.

<img alt="Wishboard celebrations page with filters for upcoming events and My Circle scope" />

* **Edit functionality for appreciation posts**

Users can now edit previously published appreciation posts. Simply click on the post you want to update in your recognition activity, make the necessary changes, and save.

<img alt="Recognition activity view with edit option for previously published appreciation posts" />

* **Multiple eNPS questions**

Admins can now add multiple eNPS questions in Pulse Surveys, including Likert Scale, Free Text, and NPS formats, for more comprehensive employee feedback collection.

<img alt="Pulse survey builder adding multiple eNPS questions using Likert, free text, and NPS formats" />

* **AI-based sentiment analysis**

Our AI now summarizes employee sentiment from open-text feedback, providing admins insights into team morale.

* **Action plan for survey feedback**

Our new ’Action Plan’ feature simplifies survey feedback management for HR teams, enabling them to create action plans, assign tasks, track completion, and ensure timely notifications for effective and organized engagement efforts.

<img alt="Action Plan workspace assigning survey feedback tasks with deadlines and progress tracking" />

* **Price filter support for selecting products to create gift collection**

Admins can now filter product listings by price when creating or managing a collection. Go to Create Collection, use the filter icon, and set the price range for more refined options.

<img alt="Create Collection page filtering gift products by minimum and maximum price range" />

* **Auto-add users via CSV upload to send gifts**

Easily add user emails when sending gifts by uploading a CSV file in the Send Gift tab.

<img alt="Send Gift tab uploading a CSV file to auto-populate recipient email addresses" />

## **Upcoming features:**

⭐ **Holiday gifting collections**

Send custom holiday gifting campaigns with curated gifts collections for each festive occasion.

⭐ **Survey scheduler for your lifecycle surveys**

Automate the custom survey dates, set cadence, and your target audience.

**Want to request a feature on Empuls?**

Get in touch with our customer success team through Messenger on platform, or email us at [support@emplus.io](mailto:support@emplus.io)

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# Product Updates - November 2025
Source: https://help-empuls.xoxoday.com/product-updates/november-2025

Catch up on everything Empuls shipped in November 2025, from new features to fixes. No coding required for most teams.

We’re excited to bring you the latest updates from Xoxoday Empuls, designed to enrich your experience and drive better engagement across your organization.

**Here's what's new:**

**1.** **Sales Incentive Management**

Empuls leaders can now drive performance and revenue growth with the new Sales Incentive Management module within Empuls.

* Align goals with business targets: Build incentive plans that focus teams on key priorities.
* Track performance: Monitor milestones, achievements, and earnings across teams and geographies.
* Engage & motivate teams: Leaderboards, gamified challenges, and mobile dashboards keep employees competitive.
* Integrate systems & gain insights: Connect CRM, ERP, and payroll for seamless data, with dashboards and reports for transparency.
* Accessible anytime: Enabled on demand for sales teams via web or mobile.

<img alt="Sales Incentive Management module showing target plans, leaderboards, and earnings dashboards" />

**2. Simpler Employee Gifting**

The gifting experience has been redesigned to save you time and delight your teams. Now you can:

* View all upcoming occasions in one place, birthdays, work anniversaries, baby arrivals, and more.
* Choose from ready-made gift collections: points, gift cards, merchandise, or a mix.
* Send gifts instantly, schedule them, or automate recurring events.
* Track gifts sent via links or collections, including redeemed, expired, and pending statuses.
* Access detailed reports with recipient info, points, and delivery or redemption status.

<img alt="Redesigned gifting page listing upcoming occasions with ready-made gift collection options" />

**3. Smarter Reports & Insights**

The Reports & Insights dashboard has been refreshed for clearer, faster visibility. You now have four new sections — Recognition, Budget, Gift, and Redemption  to:

* Track who’s being recognized
* Monitor reward budgets and gift delivery
* See redemption trends and overall program performance

<img alt="Reports & Insights dashboard with Recognition, Budget, Gift, and Redemption sections" />

**4. Collapsible Navigation Menu**

We’ve added a collapsible menu to the left navigation give you more workspace, reduce clutter, and improve focus, especially on mobile screens. Key icons remain accessible for quick navigation.

<img alt="Collapsible left navigation menu expanding and contracting to free up workspace" />

**5. Improved Agent Home Screen**

Inspired by modern AI interfaces, the agent home screen now offers better discoverability, smoother navigation, and a cleaner layout to help agents work more efficiently.

<img alt="Refreshed agent home screen with AI-inspired layout, improved discoverability, and navigation" />

**6. Custom Field Display in Employee Profiles**Admins can now choose which aspects of an employee’s profile which are visible to others. This enhancement gives greater control over what information — such as designation, department, or other custom fields — is disclosed publicly.

<img alt="Profile visibility settings toggling which custom fields are shown publicly to other employees" />

\*\*7. Custom Slack Channels for Leaderboards
\*\*Admins can now choose specific Slack channels for each leaderboard, ensuring recognition posts reach the right teams instead of one common channel.

<img alt="Leaderboard configuration assigning a specific Slack channel for posting recognition updates" />

**8. Redeemable Links Report Enhancements**

Stay on top of your gift deliveries! The Redeemable Links Report now features Order ID and Delivery Status columns to help you track every gift — delivered or pending — in one quick view.

<img alt="Redeemable Links Report with new Order ID and Delivery Status columns for gift tracking" />

**9. Approvers Can Edit Custom Question Answers**

Approvers can now edit responses to all types of custom questions — including free text, multiple choice, and citation fields. This helps ensure nominations are accurate and well-formatted before publishing. Edits are synced across web, mobile, Slack, and MS Teams, with a *“Last updated by”* note indicating who made the changes and when.

<img alt="Approver editing a custom nomination response with a Last updated by note shown" />

**10. Variants Now Visible in Reward & Swag Store**

Shopping just got simpler! You can now see product variants right in the Reward & Swag Store — no need to click through each item. Find and choose your favorite option at a glance.

<img alt="Reward and Swag Store product cards displaying available variants directly in the listing view" />

## Upcoming features

⭐\*\*Multi-Wallet Functionality:\*\*Create multiple reward wallets tailored to different business units, cost centers, or use cases, enabling better reward management and allocation.

\*\*⭐ Fitness Challenges:\*\*Launch engaging wellness challenges to motivate employees, track progress, and boost participation in health initiatives.

\*\*⭐ Single modal interface for recognizing –\*\*We’re introducing a single, all-in-one modal for recognition, letting you select recipients, choose awards, add citations, preview, and post.

Need help? Reach out to your support team or \[[cs@xoxoday.com](mailto:cs@xoxoday.com)]\(mailto:[cs@xoxoday.com](mailto:cs@xoxoday.com)).

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# Product Updates - October 2025
Source: https://help-empuls.xoxoday.com/product-updates/october-2025

See what's new in Empuls for October 2025: feature releases, improvements, and fixes. This guide walks through the setup step by step.

We’re excited to bring you the latest updates from Xoxoday Empuls, designed to enrich your experience and drive better engagement across your organization.

**Here's what's new:**

1. **Enhanced Reports for Actionable Insights**

The Reports & Insights page has been redesigned, and four new reports, Recognition, Budget, Gift, and Redemption, have been added. This makes it easier to access key insights, track performance, manage spending, and monitor employee engagement efficiently.

<img alt="Redesigned Reports & Insights page with new Recognition, Budget, Gift, and Redemption reports" />

**2. Redeem Health and Wellness Catalog with Zero or Partial Points**

Employees can now redeem items from the Health & Wellness catalog even with zero or partial points. This makes the catalog more accessible, encourages engagement, and lets employees prioritize their health and well-being without waiting to accumulate points.

<img alt="Health and Wellness catalog item checkout allowing partial or zero-point redemption" />

**3. Collection Links, Now in the Reward Store**

No more hunting through emails! Employees can now explore collection links right inside the reward store. Wellness packages, festive gifting, and other exciting reward options are just a click away. Plus, the new order history menu makes tracking past redemptions simple and transparent.

<img alt="Reward Store with collection links for wellness and festive gifting plus order history menu" />

**4. Filter Action Plans by Year**

Finding new action plans just got easier! Users can now filter action plans on the Action Plan page by year of creation or ETA date. This helps locate recent plans quickly, track expected completions, and manage action items without scrolling through older entries.

<img alt="Action Plan page filtering plans by creation year and ETA date for faster lookup" />

**5. Flexible International Redemptions with Any Points Balance**

Employees outside India can now redeem rewards even if they don’t have enough points. They can pay the remaining amount to complete the purchase, making international redemptions flexible, seamless, and accessible.

<img alt="International redemption checkout letting users pay the remaining amount when points fall short" />

**6. Automated Slack Reminders for Surveys**

You can now set up automated Slack reminders to help employees complete surveys on time. This ensures better response rates and reduces delays, with configurable reminder frequencies for maximum effectiveness.

<img alt="Slack reminder automation configuration prompting employees to complete pending surveys" />

**7. HiBob Integration for Automated HR Workflows**

HiBob enables automated HR workflows, including SSO, user sync, data mapping, and rewards triggers. With the Empuls integration, partners can now build, test, and deploy integrations smoothly, using a structured process that includes obtaining a Partner-Token, testing in sandbox environments, submitting demo videos, and publishing user guides. This ensures a seamless, end-to-end integration experience.

<img alt="HiBob integration page configuring SSO, user sync, data mapping, and reward triggers" />

**8. Enhanced Formatting for Mandatory Question Awards**

Awards that require nominees to answer mandatory questions now support rich text formatting in their responses. Users can format answers with bold, italics, underline, bullets, numbered lists, and text alignment, making it easier to create clear, detailed, and visually appealing citations.

<img alt="Award mandatory question response field with bold, italics, bullets, and alignment formatting" />

**9. Live Tool Tips Across the Platform**

Users can now access live tool tips for every platform feature. Simply click the question mark icon next to any feature to see a detailed explanation, making it easier to understand and use all functionality across Empuls.

<img alt="Question mark icon revealing a live tooltip explaining an Empuls platform feature" />

**10. Select Nominated Date in Certificates**

Certificates for awards now let HR teams select the nominated date instead of the approval date. This ensures recognition is accurate and timely, even for nominations finalized in previous months or quarters.

<img alt="Certificate setup choosing the nominated date instead of the approval date for accuracy" />

## **Upcoming features:**

⭐\*\*Multi-Wallet Functionality:\*\*You’ll soon be able to create multiple reward wallets for different business units, cost centers, or use cases — enabling smarter and more flexible reward management.

\*\*⭐ Fitness Challenges:\*\*Get ready to launch engaging wellness challenges that motivate employees, track progress, and boost participation in health initiatives.

\*\*⭐ Variants in Reward Store:\*\*Employees will soon have the option to choose from multiple variants of the same product, making rewards and gifting more flexible and personalized.

\*\*⭐ Gift Module Improvements:\*\*A refreshed gifting module with simplified navigation will make it easier for HR teams and managers to send, manage, and track gifts.

\*\*⭐ Collapsible Navigation Menu:\*\*The Reward Store menu will soon be collapsible, offering a cleaner look and faster navigation for employees.

\*\*⭐ Profile Data Visibility Settings:\*\*Enhanced visibility settings are coming soon, giving users more control over what profile information is shared and with whom.

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# Product Updates - September 2024
Source: https://help-empuls.xoxoday.com/product-updates/september-2024



Get the most out of Empuls with these new product enhancements designed to make your workday more efficient.

## **Here's what's new:**

* **Filter group of users you want to recognize**

You can recognize multiple colleagues at once using the designation, department, or location filter. Navigate to **Recognize > Click the filter icon** to enter the filter details. Proceed with the recognition steps as usual.

<img alt="Filter panel on the Recognize page for selecting recipients by designation, department, or location" />

* **Personalize your feed**

  Fine-tune your social feed to highlight birthdays, anniversaries, and new joiners in your close circle. Go to the home page, and choose the feed content setting as **Recommended** and **filter the type of posts** you want to see.

<img alt="Home feed content settings with Recommended view and post-type filters for birthdays and anniversaries" />

* **Make attachments for nominations mandatory**

Admins can now make it mandatory for nominators to attach supporting documents (PDF, PPT, CSV, XLSX) to drive fair, data-driven award decisions.

🔎  Navigate to **Awards, Values, and Gifts** and select the relevant award. Then go to the **Advanced Setting** card to **+ Add Question** and check the **Make attachment mandatory** box.

<img alt="Award Advanced Settings showing the Make attachment mandatory option for nomination questions" />

* **Sync profile pictures from Slack**

  You can automatically sync your Slack profile picture to the Empuls platform.

* **Preserve award name histories**

  Managers and Admins can access historical data even after award names change, ensuring continuous reporting on old and new awards.

  **Note:** This applies to edited but not discontinued awards.

## **Upcoming features:**

⭐ **Maximize employee income with tax-saving benefits**

Simplify employee tax benefits with a single card, covering allowances for books, meals, fuel, and more, streamlining tax-saving efforts for your team.

⭐ **Enhancements to the survey dashboard**

Redesigning the dashboard for precise insights from survey responses.

⭐ **AI driven appreciations for employee achievements**

AI Bot assisting award givers with recent achievements by their colleagues to increase frequency and relevancy of awarding.

⭐ **Monthly platform usage report for admins**

Get a monthly update on your platform statistics across RnR adoption, redemption of points, engagement stats and more.

**Want to request a feature on Empuls?**

Get in touch with our customer success team through Messenger on platform, or email us at [support@emplus.io](mailto:support@emplus.io)

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# Product Updates - September 2025
Source: https://help-empuls.xoxoday.com/product-updates/september-2025

Explore Empuls’s product updates for September 2025, covering new features and improvements. Built to save HR and admin teams time.

We’re excited to bring you the latest updates from Xoxoday Empuls, designed to enrich your experience and drive better engagement across your organization.

## **Here's what's new:**

1. Simplified Navigation Experience

Xoxoday Empuls navigation has a fresh new look which is simpler, faster, and more intuitive. Nothing has changed in how features work but finding what you need is now effortless.

What this means for you:

* A simpler navigation for employees, with all actions accessible in just a click.
* A dedicated Admin Hub that centralizes all reporting and configuration tasks.
* A search bar to find any admin setting instantly.
* A more on-brand experience with customizable navigation colors.
* A more intuitive layout with profile and notifications in the top-right corner.

<img alt="Redesigned Empuls navigation with Admin Hub, search bar, and customizable navigation colors" />

## 2. Health & Wellness Marketplace

Healthier employees are happier, more focused, and more productive. The Health and Wellness Marketplace on Xoxoday Empuls brings preventive checkups, gyms, mental health support, and more into one place.

Employees can redeem these services with reward points, and employers can sponsor wellness perks for teams at scale. Trusted partners like Apollo, Practo, CultFit, and Tata 1mg ensure high-quality services at exclusive rates.

<img alt="Health & Wellness Marketplace listing Apollo, Practo, CultFit, and Tata 1mg services" />

## 3. Goal-Based Rewards & Incentives

Recognition should not just celebrate milestones, it should continuously motivate performance.

Goal-based rewards in Xoxoday Empuls tie incentives directly to business, learning, and collaboration objectives. By rewarding measurable achievements, you sustain engagement, boost productivity, and reduce absenteeism beyond one-off recognition. This structured approach keeps teams motivated and focused, even in remote and digital work environments.

<img alt="Goal-based rewards setup linking incentives to business, learning, and collaboration objectives" />

## 4. Gamezone for Workday Breaks

Gamezone provides a library of online games directly inside Xoxoday Empuls, allowing employees to take short breaks, relax, and recharge without leaving the workspace.

Accessible from the sidebar, the library includes Action, Puzzle, Sports, Racing, and Strategy games, all playable instantly in a secure, browser-based window. Powered by Gamezop, it runs smoothly across devices and helps reduce stress, boost focus, and support employee engagement while adding a fun, interactive element to the platform.

This feature may not be available by default, and can be enabled from access controls settings.

<img alt="Gamezone library inside Empuls with action, puzzle, sports, racing, and strategy game tiles" />

## **5. Rich Text for Awards & Appreciations**

Xoxoday Empuls now allows rich text formatting in Question-based awards, giving users more freedom to express detailed, well-formatted citations.

You can use bold, italics, underline, bullet points, numbered lists, and text alignment, just like in standard awards. This makes every recognition visually impactful and easier to read, helping contributions stand out.

## 6. Nominee & Nomination Showcase

Recognition is not just about winners, it is about celebrating everyone who contributes.

Xoxoday Empuls now highlights nominees on Nomination Showcase and tracks award nominations via a real-time dashboard on the homepage. Each award shows the total nominations, and clicking on the count opens a detailed view of all nominees. This makes contributions visible, motivates participation, and ensures no achievement goes unnoticed.

<img alt="Nomination Showcase homepage widget displaying total nominations and nominee details per award" />

## Upcoming features:

⭐\*\*Smart Insights for Approvals:\*\*Admins will get AI-powered suggestions to quickly review and approve pending nominations, making recognition faster and smarter.

\*\*⭐ Fitness Challenges:\*\*Employees can participate in engaging wellness challenges, stay active, and earn rewards while boosting team motivation.

\*\*⭐ Award & Value Filters:\*\*Easily filter awards by type, core values, or stats to track performance and engagement with greater clarity.

\*\*⭐New Recognition & Budget Reports:\*\*Admins will gain deeper insights with enhanced reports on recognition activity and budget utilization, helping optimize programs.

Related Articles[Product Updates - January 2025](https://intercom.help/empuls/en/articles/10449043-product-updates-january-2025)[Product Updates - March 2025](https://intercom.help/empuls/en/articles/10931696-product-updates-march-2025)[Product Updates - May 2025](https://intercom.help/empuls/en/articles/11389597-product-updates-may-2025)[Product Updates - July/August 2025](https://intercom.help/empuls/en/articles/12065269-product-updates-july-august-2025)[Product Updates - October 2025](https://intercom.help/empuls/en/articles/12537882-product-updates-october-2025)


# Empuls help center
Source: https://help-empuls.xoxoday.com/welcome

The Empuls Help Center — guides for recognition programs, surveys, social intranet, employee perks & benefits, and integrations for both admins and employees.

<iframe title="Empuls — Key Features & Capabilities" />

Empuls is a holistic employee engagement platform that helps organizations connect, recognize, and reward their people. Whether you're an HR admin setting up your first award program or an employee redeeming points for a gift card, this Help Center guides you through every feature.

<CardGroup>
  <Card title="Recognition & Rewards" icon="trophy" href="/admin/programs/awards-core-values">
    Set up awards, run nomination campaigns, automate milestone gifts, and manage your rewards catalog.
  </Card>

  <Card title="Surveys" icon="clipboard-list" href="/admin/surveys/create-surveys">
    Run eNPS, pulse, lifecycle, and custom surveys to capture the voice of your employees.
  </Card>

  <Card title="Social Intranet" icon="users" href="/employees/socials/social-intranet">
    Build community through groups, polls, announcements, and a personalized activity feed.
  </Card>

  <Card title="Integrations" icon="plug" href="/admin/user-authentication/sso-overview">
    Connect Empuls to your HRMS, SSO provider, Microsoft Teams, Slack, and more.
  </Card>
</CardGroup>

## Get started

Pick your role to follow the right path.

### I'm an Employee

<Steps>
  <Step title="Log in to Empuls">
    Access Empuls at your organization's URL using your company email, SSO provider (Google, Microsoft, Slack), or a custom SAML 2.0 identity provider. See [Log in to Empuls](/employees/getting-started/log-in).
  </Step>

  <Step title="Complete your profile">
    Add a profile photo, bio, skills, and hobbies so colleagues can connect with you. Your profile is your digital identity on the platform.
  </Step>

  <Step title="Explore recognition">
    Appreciate a colleague with a peer award, join a group, or check the leaderboard to see who's leading in engagement points.
  </Step>

  <Step title="Redeem your points">
    Visit the rewards shop to browse gift cards, merchandise, experiences, and charitable donations across 100+ countries. See [Redeem Your Earned Points](/employees/redemption/redeem-points).
  </Step>
</Steps>

### I'm an Admin

<Steps>
  <Step title="Log in to Empuls">
    Access Empuls at your organization's URL using your company email, SSO provider (Google, Microsoft, Slack), or a custom SAML 2.0 identity provider. See [Log in to Empuls](/employees/getting-started/log-in).
  </Step>

  <Step title="Set up your workspace">
    Configure your organization settings, branding, and user permissions to prepare Empuls for your team.
  </Step>

  <Step title="Add employees and teams">
    Import your employee directory, organize teams, and set up SSO or SAML integration for seamless access. See [Manage Employees](/admin/user-management/manage-employees).
  </Step>

  <Step title="Create your first award program">
    Design award types, define core values, set up nomination workflows, and launch your recognition program. See [Set Up Awards](/admin/programs/awards-core-values).
  </Step>
</Steps>

## Popular guides

<CardGroup>
  <Card title="Log In" icon="right-to-bracket" href="/employees/getting-started/log-in">
    First-time login and SSO setup
  </Card>

  <Card title="Manage Employees" icon="user-group" href="/admin/user-management/manage-employees">
    Add, update, and offboard employees
  </Card>

  <Card title="Set Up Awards" icon="award" href="/admin/programs/awards-core-values">
    Configure award types and core values
  </Card>

  <Card title="Run a Pulse Survey" icon="chart-bar" href="/admin/surveys/enps-pulse">
    Launch your first eNPS or pulse survey
  </Card>

  <Card title="Mobile App" icon="mobile" href="/employees/getting-started/mobile-app">
    iOS and Android app for on-the-go engagement
  </Card>

  <Card title="MS Teams Integration" icon="comments" href="/admin/integrations/collaboration/microsoft-teams">
    Recognize colleagues without leaving Teams
  </Card>
</CardGroup>