Automation is now included on all paid plans. If you'd like more information or are interested in upgrading, don't hesitate to contact the Guusto team!
Automated awards help make your employees feel appreciated on their service milestones and birthdays! Below is a step-by-step guide to setting up automated awards.
1. Make sure that recipients have their start dates and/or birthdays entered.
* Skip to step 2 if this information is already inputted.
There are two ways to edit start dates and birthdays, depending if your recipients are Preloaded Recipients or Workspace Members.
Edit Preloaded Recipients with the following:
Click on Workspaces > Settings
Navigate to Preloaded Recipients from the header tab
Click on the Edit user icon from the right side panel
Enter the birthdate or starting date by scrolling down the page
Save changes
Note: If you need to update information for multiple recipients at once—such as adding start dates or birthdays for many people—the list can be updated in bulk. However, this requires deleting the existing list and re-uploading it with the new information. Otherwise, edits will need to be made individually, one recipient at a time.
To edit Workspace Members:
Go to Workspaces > Manage Members in the left-side menu.
Find the user you want to edit in the list.
Click the three dots icon under Actions.
Select Edit from the drop-down menu.
Enter the birthdate or/and start date.
Click Save Changes.
You can perform a mass update of member information without deleting existing users. This allows you to update multiple start dates, birthdays, or other details in bulk while keeping all existing members intact.
2. Proceed to Automated Awards on the Settings Page
Automated Awards are available in both CAD and USD, but only one currency can be applied per Workspace.
From there, you can set up, manage, and monitor all your automated awards.
Make sure you’re working within the correct workspace before proceeding.
3. Click on the "New Automated Award" button at the top left of the page and select the type of Automated Award you would like to send.
Guusto Gifts are monetary awards and Shoutouts are non-monetary tokens of appreciation. Remember to select a reason.
4. Customize your automated award
In the following window, you may set the parameters for your automated award. You can set the cadence based on a daily, weekly, monthly, or yearly schedule.
You may add a message, value (for monetary gifts only), image, PDF attachment, sender name, and more.
5. Set manager notifications and click "Create"
Managers may be notified on the day of the event or a customizable number of days before the milestone. Confirm all settings before selecting "Create".
6. View, customize, and activate your Automated Awards.
You can see the award type, and choose to send it to Workspaces Members, Pre-loaded Recipients, or both.
Note: Be careful to avoid overlap between pre-loaded recipients and workspace members. Make sure a workspace member isn’t also included as a pre-loaded recipient, and vice versa, to prevent duplicate awards being sent.
Re-route gifts to Managers.
You can now choose to re-route gifts to Managers via a new Automated Award option!
Simply click on the box to the left of "Deliver to manager when recipient email/phone number is not available" to enable this functionality.
Recipients will receive their automated award at approximately 1am PST the date of their birthday, onboarding milestone, or work anniversary.