Admin Guide

You can find information on how to use the Admin functionalities of Guusto here!

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64 articles in this collection
Written by Skai Dalziel, Joe Facciolo, Emma W. and 4 others

Teams Setup

How do I load a "Gift Reasons List" for Team Members?

Written by Skai Dalziel
Updated over a week ago

How do I create a Team?

Written by Skai Dalziel
Updated over a week ago

How do I roll out Teams for Gifting?

Empower your managers with budgets to send instant gifts

Written by Skai Dalziel
Updated over a week ago

How do I delete a Team?

Written by Emma W.
Updated over a week ago

Who should I load as Team Members?

Written by Skai Dalziel
Updated over a week ago

How many Teams should I set up?

Written by Skai Dalziel
Updated over a week ago

What should I send Team Members before adding them to a Team?

Employee training documents and sample emails

Written by Skai Dalziel
Updated over a week ago

Manage Funds & Billing

Receipts/Invoices

Accounting Information

Written by Luc Guetre
Updated over a week ago

Admins: What is the difference between Member Balance and Team Balance?

Different balances you'll see on your account

Written by Emma W.
Updated over a week ago

How do I transfer funds to/from Team Members?

Written by Skai Dalziel
Updated over a week ago

How do I fund my Team Account?

Adding funds for your Team Account

Written by Emma W.
Updated over a week ago

How do I set up Cost Centres?

Assigning bulk budgets

Written by Deborah Komkov
Updated over a week ago

How do I transfer funds between my Team accounts?

Written by Skai Dalziel
Updated over a week ago

How do I check my Team Balance?

Written by Skai Dalziel
Updated over a week ago

How do I provide a budget to Team Members for sending gifts?

Written by Skai Dalziel
Updated over a week ago

How do I give Team Members Access to spend Team Funds?

Written by Skai Dalziel
Updated over a week ago

How much spending budget should I provide Team Members?

Written by Skai Dalziel
Updated over a week ago

How do I remind Team Members to use their account funds?

Making sure team funds are being used

Written by Emma W.
Updated over a week ago

How do I set up recurring fund transfers for my Team members?

Written by Emma W.
Updated over a week ago

Shoutouts

Shoutouts for Admins

Admin options for Shoutouts

Written by Noah Reid
Updated over a week ago

How do I update the "List of Reasons" for Shoutouts?

Written by Skai Dalziel
Updated over a week ago

How do I white-label Shoutouts or hide the Shoutouts Leaderboard?

Written by Emma W.
Updated over a week ago

Where can I see all my Team's Shoutouts?

Seeing recognition in real time

Written by Emma W.
Updated over a week ago

How do I navigate & filter the Shoutouts Leaderboard?

Navigating the Nomination Leaderboard

Written by Emma W.
Updated over a week ago

How can I tell which Nomination Reasons are the used the most/least?

Written by Emma W.
Updated over a week ago

How do I require Shoutouts to be approved?

Written by Skai Dalziel
Updated over a week ago

Where can I see all Shoutouts made by my Team Members?

Written by Skai Dalziel
Updated over a week ago

How do I make a Shoutouts draw?

Written by Emma W.
Updated over a week ago

Manage Members

How do I add and update custom Team Member data fields?

Custom fields describe gender, location, and whatever else you would like to track!

Written by Deborah Komkov
Updated over a week ago

How do I load a list of Recipient Notes for my Team Members?

Written by Skai Dalziel
Updated over a week ago

How do Member Public Settings work?

Written by Skai Dalziel
Updated over a week ago

How do I add Team Members to my Team?

Written by Skai Dalziel
Updated over a week ago

How do I update & maintain a large list of Team Members?

Upload List Override

Written by Skai Dalziel
Updated over a week ago

How do I upload a list of Team Members?

Written by Emma W.
Updated over a week ago

How do I filter Manage Members?

Make managing your Team Members easier

Written by Emma W.
Updated over a week ago

How do the settings on the Manage Members page work?

Written by Zsofia Slamani
Updated over a week ago

How to Set Admin Notes for a Team Member?

Setting notes so that you can keep track of the details

Written by Emma W.
Updated over a week ago

How do I set Team Member Rights?

Written by Skai Dalziel
Updated over a week ago

How can I delete or deactivate a Team Member?

Written by Skai Dalziel
Updated over a week ago

How do I set a gift value that requires Admin approval?

Written by Emma W.
Updated over a week ago

Reports

All about Taxable Benefits with Guusto

How to pull the report for your team and more

Written by Deborah Komkov
Updated over a week ago

What reports does Guusto offer for Teams?

Written by Skai Dalziel
Updated over a week ago

How do I view Reports for all Teams?

Written by Skai Dalziel
Updated over a week ago

Resources & Templates

How to use Guusto for Employee Recognition

Tips and pointers on using Guusto for Employee Recognition

Written by Emma W.
Updated over a week ago

Branding Guide

How do I brand the platform and emails for my Team Members?

Team Account Branding

Written by Emma W.
Updated over a week ago

How do I brand my platform and emails?

Personal Account Branding

Written by Emma W.
Updated over a week ago

Settings

How do I create custom rewards?

Create custom rewards for anything under the sun!

Written by Deborah Komkov
Updated over a week ago

How do I set up swag with Guusto?

Send company branded merchandise with AXOMO

Written by Deborah Komkov
Updated this week

How do I set up Automated Awards?

Automate gifts and shoutouts

Written by Deborah Komkov
Updated this week

How do Team Notification Settings work?

Written by Skai Dalziel
Updated over a week ago

How do I restrict which merchants are available to my Team Members?

Limiting the merchant selection for Team Members

Written by Emma W.
Updated over a week ago

How do I mandate the 'Claim by' period for gifts sent by team members?

Written by Emma W.
Updated over a week ago

How do I upload a list of Pre-loaded Recipients for my Team Account?

Adding a list of recipients to make gifting easier

Written by Emma W.
Updated over a week ago

How do Team Recipient Restrictions work?

Written by Skai Dalziel
Updated over a week ago

How can I set a default image for sending gifts or shoutouts?

Written by Skai Dalziel
Updated over a week ago

What are Team Settings?

Written by Emma W.
Updated over a week ago

FAQ

Whitelist Domains and Email Subjects Lines

Making sure you have access to our platform

Written by Noah Reid
Updated over a week ago

All About Automated Awards

Learn about billing, sending, and notifications

Written by Deborah Komkov
Updated this week

What is the difference between Free and Premium Accounts?

Written by Emma W.
Updated over a week ago

What if my employee doesn't have access to a computer or mobile phone?

Rewarding employees without access to tech

Written by Emma W.
Updated over a week ago

What are Teams?

Written by Joe Facciolo
Updated over a week ago

How to use Guusto for a Milestones/Anniversary program

Using Guusto to recognize your employees

Written by Emma W.
Updated over a week ago

How can I measure the effectiveness of Guusto?

Written by Skai Dalziel
Updated over a week ago

What off-boarding information should I provide to employees leaving the company?

Written by Skai Dalziel
Updated over a week ago