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Manager Approvals for Recognition

How to have Managers approve gifts

Written by Sam

We’ve added a new way for managers to review and approve recognition directly within Manager Insights. Yo


🔍 Approvals Page

Managers can now view, approve, or decline pending Gifts and Shoutouts from the new Approvals tab.

  • Centralized Review — All pending items appear in one place for easy management.

  • Streamlined Workflow — Once approved or declined, items automatically disappear from the pending list.

  • Smart Routing — When enabled, gifts that exceed a sender’s limit or shoutouts requiring review are automatically routed to the sender’s direct manager.

  • Admin Visibility — Admins retain full oversight and can still take action when needed.


📊 Team History Report

We’ve introduced a Team History Report under Manager Insights → Your Direct Reports, giving managers a complete view of recognition activity within their teams.

  • Comprehensive View — See all recognition sent to and from your direct reports.

  • Flexible Filters — Filter activity by time range or specific team members.

  • Quick Insights — Hover over any entry to instantly view the full recognition message.

  • Data Export — Download filtered results as CSV or Excel for offline review or analysis.


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