Who should I load as Team Members?

Teams using Gifting

Skai Dalziel avatar
Written by Skai Dalziel
Updated over a week ago

To make things simple, you only need to load employees as Team Members whom you would like to provide a budget to for sending gifts. 

You do not need to load employees as Team Members that will only be gift recipients, as gift senders can enter gift recipient details on the Delivery step when sending gifts or upload recipient details through a csv file for bulk gift sending.

Of course, you're welcome to load all employees as Team Members but it's not recommended. It clutters your list of Team Members, but it would give you the option to restrict recipients to Team Members only. It's also a bit more work to manage a larger list, but we make it easy with the Team Upload List Override feature.

Alternatively, there is the option to load all potential gift recipients as Pre-loaded Recipients, so contact details auto-fill on the Delivery page as the sender types a recipient's name.

Teams using Shoutouts

Shoutouts is non-monetary recognition that is different than the Nomination Box because you may send it to anyone inside or outside of your recognition program. You may also white-label or print off a shoutout!

To manage a larger list of Team Members, we recommend using the Team Upload List Override feature.

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