The following is a guide for how to format the Workspace Member Upload
Field | Description | Example |
General Fields | All fields are required |
|
First Name | First name of the person you plan to send rewards to. | John |
Last Name | First name of the person you plan to send rewards to. | Doe |
Email of the person you plan to send rewards to. | ||
Employee Number | Fill with the employee's ID or employee number - Used in reporting and to allow targeted notifications to managers. | Alphanumeric string eg: BC123 |
Employee Information | All fields are optional |
|
Mobile Number | Fill with the employee’s mobile phone number. This information is used to deliver recognition via SMS. | 5555555555 |
Location | Enter the employee's working location - Used in reporting and when filtering section of the platform. | Alphanumeric string |
Department | Enter the employee's department - Used in reporting and when filtering section of the platform. | Alphanumeric string |
Manager Number | If the Workspace Member has a manager, enter the manager's employee number - Used in reporting and to allow targeted notifications to managers. | Alphanumeric string |
Admin Notes | Enter any notes about this employee for your own records. - Used in reporting and when filtering sections of the platform. | Alphanumeric string
|
Cost Centre ID | Enter the ID of the cost center the Workspace Member belongs to. - Used in reporting and to define cost center budgeting groups. | Alphanumeric string |
Cost Centre Setting | Enter 1, 2, or 3 to set the cost center permissions of the Workspace Member:
| 1/2/3 |
Start date | Fill with a date. Required to schedule automated milestone awards. | YYYY-MM-DD |
Birthday | Fill with a date. Required to schedule automated birthday awards. | YYYY-MM-DD |
Active | Used to define whether the user should be able to access the Workspace or not and to deactivate Workspace Members who are on leave. | ON/OFF |
Profile Photo | Enter a link to an image file, like http://example.com/photo123.jpg - Populate user profile images in the platform. | Web address |
Additional Data Fields | Fill with employee data. - These fields can be used to save any additional Workspace Member data that is desired in reports. Refer to Workspaces > Settings > Advanced Reporting to match the custom fields to the column headers in the CSV file. | Alphanumeric string |
Member Rights Settings | All fields are optional |
|
Manage Members | Enabling will allow the member to add/edit and remove Workspace Members and Workspace Member data in the Manage Members section of the platform. | ON/OFF |
Manage Funds | Enabling will give this person access to editing Workspace funds and member balances for other members. | ON/OFF |
Manage Rewards | Enabling will grant access to the Workspace's reward reports. | ON/OFF |
Settings | Turning on will grant the member access to Workspace settings. | ON/OFF |
Manage Shoutouts | Enabling will grant access to the Workspaces Shoutouts reports and settings. | ON/OFF |
Billing | Enabling will grant access to the Workspace's billing and subscription information. | ON/OFF |
Publicity Settings | All fields are optional |
|
Public Rewards | Turning on will allow rewards to be viewable by the entire Workspace in the recent activity feed. | ON/OFF |
Public Shoutouts | Turning on will allow shoutouts to be viewable by the entire Workspace in the recent activity feed. | ON/OFF |
Can Make Shoutouts | Turning on will allow the member to shoutout other Workspace Members. | ON/OFF |
Can Receive Shoutouts | Turning on will allow the member to receive shoutouts from Workspace Members. | ON/OFF |
Budget Settings | All fields are optional |
|
Access to Workspace Funds & Limits | Turning on will give the user the ability to access Workspace funds for rewards sending. | ON/OFF |
Total Budget | Setting a Total budget will limit the total amount the member is able to spend. | Numeric, eg. 100 |
Quarterly Budget | Limit the spending ability of the member over a 3 month period. | Numeric, eg. 100 |
Monthly Budget | Limit how much the member is able to spend each month. | Numeric, eg. 100 |
Weekly Budget | Limit how much the member is able to spend each week. | Numeric, eg. 100 |
Min Per Reward Limit | Setting a per reward limit will restrict the amount the member is able to spend on an individual reward. | Numeric, eg. 100 |
Max Per Reward Limit | Rewards above this value will require an admin's approval. | Numeric, eg. 100 |
Reward Value that Requires Approval | Rewards above this value will require an admin's approval. | Numeric, eg. 100 |