Before starting, you may want to think about how you plan to measure the success of your Guusto program after 6-12 months: employee performance review improvements, a reduction in turnover, engagement survey improvements (learn more).

When ready to rollout, here are the steps to get setup for success:

  1. Decide how many Teams you'll need for your company (learn more
  2. Determine the approximate budget for each Team (learn more)
  3. Create a Team with you and 1-2 other key admins (learn more)
  4. Send an email to all Team Members notifying them about Guusto Program (learn more)
  5. Add Team Members or upload a list (learn more)
  6. Fund your Team Account (learn more)
  7. Transfer funds to your Team Members (learn more) and/or give your Team Members Open Spend access to spend Team Balance (learn more) so they can send gifts (learn more about sending gifts, and redeeming gifts)
  8. Set Team Members as Public if you'd like their activity to appear in other Team Member Dashboard Activity Feeds (learn more)
  9. Checkout Team Reports to track everything (learn more)

Still have questions or would like some more guidance? Contact us.

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