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Admin Guide
Admin Guide
You can find information on how to use the Admin functionalities of Guusto here!
+4
60 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 rollout 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 setup?
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 Centers?
Assigning bulk budgets
Written by
Deborah Komkov
Updated over a week ago
How do I transfer funds between my Personal account and 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
Nomination Box
Nomination Box for Admins
Admin options for the Nomination Box
Written by
Noah Reid
Updated over a week ago
How do I update the "List of Reasons" for Nominations?
Written by
Skai Dalziel
Updated over a week ago
How do I hide the Nominations Leaderboard?
Written by
Emma W.
Updated over a week ago
Where can I see all my Teams Nominations?
Seeing recognition in real time
Written by
Emma W.
Updated over a week ago
How do I navigate & filter the Nomination 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 Nominations to be approved?
Written by
Skai Dalziel
Updated over a week ago
Where can I see all Nominations made by my Team Members?
Written by
Skai Dalziel
Updated over a week ago
How do I make a Nomination 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?
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 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 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 nominations?
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
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