This article will guide you through the basic steps of creating a non-monetary peer-to-peer recognition program. The structure of this program will empower all users within your organization to acknowledge each other's contributions without the assignment of points. While the Recognition Program builder offers numerous configurations, this article will cover the essential settings needed to establish a peer-to-peer program. Refer to the links provided in each step for more detailed information about the specific settings or features mentioned.
If you find yourself needing help with building this program, please reach out to the Technical CSM team for assistance.
- Creating a Recognition Program
- Recognition Program Settings
- Scheduling/Publishing the Program
- Editing/Managing a Recognition Program
- Additional Recognition Program Settings
- Front-End View
Creating a Recognition Program
To create a recognition program:
- Select the “Admin” button at the bottom of the left navigation menu.
- From the left navigation menu, select “Recognition,” "Programs," then "Recognition Programs.”
- Click “Create Program” on the Recognition Programs page.
- Selecting “Add Automated Program” button begins the process of creating a recognition program that will allow you to link recognitions from service awards, birthdays, and onboarding programs to recognition programs for reporting and award network associations.
- Selecting “Add Automated Program” button begins the process of creating a recognition program that will allow you to link recognitions from service awards, birthdays, and onboarding programs to recognition programs for reporting and award network associations.
Recognition Program Settings
The following sections detail each setting available in the recognition program setup.
General
On this page, edit the following settings:
- Program Name: Enter a descriptive name for your program.
- Program Description: Add a brief description that clearly communicates the program's purpose to users.
- Program Tile Image: Select an image that will be displayed when a user navigates to the program selection page.
- Program Category: Categorize your program for better organization.
- Program Notification Email Template: Choose the email template that will notify users when they receive recognition. Use the Email Template Easy Editor to create these.
Click Save Changes.
Points
Leave these settings untouched as this program does not involve points.
Approvals
Generally, peer-to-peer programs do not require approvals. Leave these settings unchanged. Read this article to explore more about approvals.
Eligibility
Toggle both Giver and Recipient eligibility to Everyone. If you wish to restrict nominators and recipients to specific groups within your organization, toggle Limit Givers and/or Limit Recipients, and select the relevant users or metadata values.
Click Save Changes once finished.
Limits
Typically, peer-to-peer programs do not have configured program limits. Leave these settings untouched.Reference the Recognition Program Settings support article for more information about setting giving and receiving limits in a program.
Display
On this page, edit the following settings:
- Allow public posting to feed: Check this option to allow the submitter to make their recognition public or private on the feed.
- Banner Image: Toggle this on if you want a banner image to appear on each recognition in the social feed. For optimal results, use images that are 1200 x 300 pixels without text.
- Tags: To make company values available for selection when users access the program, click Optional under the Tags section and select all relevant tags. This article details how to create core value hashtags if none are currently set up.
Click Save Changes once finished.
Questions
The default question is a free-form field that allows users to enter custom text. Click the three vertical dots to the right of the question to modify the question text. Enter your desired question text in the Question field and click Save Changes.
Scheduling/Publishing the Program
To make the program "active" or "live," select either Publish Now or Schedule, located at the top of the program settings page. Publish Now will activate the program immediately upon selection. Schedule allows you to set a specific date and time in the future for program activation.
Editing/Managing a Recognition Program
On the main Recognition Programs page, all active recognition programs are listed with their details, including images, names, program ID, funding methods, start dates, end dates (if applicable), and status. To edit, reorder, or duplicate any program, click the three-dot icon to the right of the program's name.
The Archived tab displays all inactive programs. Clicking the three-dot icon next to any archived program provides options to edit or duplicate it. To reactivate an archived program, select “Publish Now” or “Schedule” (and set a start date) within that program's settings.
Additional Recognition Program Settings
Additional settings are available on the main Programs page by selecting the Settings tab at the top. These settings offer further customization options for user interactions with recognition programs:
- Recognition Programs: Enable this setting to activate recognition programs and allow employees to recognize each other. This should be turned on only once setup is complete, as it makes the Recognize tab visible on the homepage.
- Page Title: Enter the name displayed in the navigation bar on the homepage and in the page header.
- Question: Customize the prompt on the recipient search page. By default, the question is set to “Who do you want to recognize?”
- Recognize a Large Group
- File Upload: Enabling this feature displays an “Upload a CSV” option on the recipient selection page, allowing users to upload a single-column CSV file with employee IDs or emails, streamlining bulk recognitions.
- Allow Groups in Recognize Search: When enabled, options like Peers, Direct Reports, and All Reports become available for selection on the Recognize page.
- Allowed Metadata Fields: Specify metadata fields available in data imports to support group recognitions by clicking Edit Selected Fields.
- Giver Settings: If your recognition program has approvals in place, you're able to determine if users submitting recognitions can see the status of their recognition and who is pending its approval.
- Giver Can See ‘My Submissions’ Approval Tab: When enabled, this setting allows users to view recognitions submitted by them while they are in a pending state in the approval queue.
- Giver Can See Names of Approvers: Enabling this option lets users see the name of the current assigned approver in their pending approvals queue.
- Giver Can See Reason for Declined Recognitions: This setting allows users to view reasons for any declined recognitions.
- Recognition Assistant: Enable to activate AI-powered recognition assistance. Givers select a value, describe a moment, and explain the impact. The AI refines the message based on the recipient's past recognitions. Admins must accept the Consent and Privacy Notice to enable this feature. Once activated, the Recognition Assistant can be added to individual recognition programs. Reference this article for instructions.
- Approval Reassignment: This setting enables automatic reassignment of approvals based on the Supervisor ID field in the user file. If toggled on, any pending approval in an archived user’s queue will reroute to the appropriate approver according to updated information in the user file.
- Reporting: Display programs with identical names as one: If multiple programs share the same name, enabling this option will group them in reporting views for a consolidated display.
- Allow GIFs as a Media Type: Enable GIFs as a media type for recognition program questions. This feature is powered by GIPHY, and only GIFs with a "G" content rating will be displayed. After enabling GIFs, you must configure them in individual program settings under the Questions tab by clicking "Add Question," selecting "Media" as the question type, filling out the question text, toggling "Allow User Selected GIFs (powered by GIPHY)" on, and clicking "Save."
- Advanced Settings
- Allow Others to Be Notified of Recognitions: Activate this feature to add a new field to the recognition flow where givers can select additional people to be notified via email that a recognition has been given.
- Allow External Email Addresses - Turning this on will allow recognition givers to add any external email address to be notified of the recognition.
- Enable Grouped Recognition Notification Email Option - Enabling this will allow givers the option to send a grouped email where notified people and recognition recipients can replay all in an email chain
- Grouped Notification Recipient Limit - Set the maximum number of recipients in a grouped notification. Once this limit is hit, emails will automatically switch to indiviudal notifications to reduce email fatigue. Max: 30
- Exclude programs from allowing others to be notified - Excluded programs will not allow recognition givers to select additional user to be notified of the recognitions
-
Thank You: Toggle this option on to have a recognition suggestion appear upon redemption of points awarded from particular recognition programs. Then, select the program from which the recognitions thanking users for their points would be sent from. Detailed instructions on this setting can be found in this support article.
- Once enabled, users will receive a notice when they place an order prompting them to thank the specific users that awarded them points allowing them to make that redemption. Once they press “Send a Thank you”, the user will be brought to a recognition form with the user(s) already selected for recognition.
- Allow Others to Be Notified of Recognitions: Activate this feature to add a new field to the recognition flow where givers can select additional people to be notified via email that a recognition has been given.
To edit or archive an existing rule, click the stacked dots icon next to the rule and select Archive or Edit. Archived rules can be restored by clicking Restore in the Archived tab. For more detailed guidance on editing global receiving limits, refer to the Determining How Many Points Users Receive with Global Receiving Limits support article.
Front-End View
Test the front-end view of your recognition program by selecting Return at the top right of the screen. Click the Recognize button on the homepage and enter the name(s) of the individuals you would like to recognize. Select your newly created program and click Next.
Enter a test recognition and click Recognize.
View the recognition on the public social feed.
If you have any questions, please contact Awardco Admin Support.