Guusto

How do I view Gift Reasons Report for my team?

Skai Dalziel

Luc Guetre

Emma W.

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

Administrator Guide

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

Are you running into problems using special characters in a team member or bulk gift order upload? Check this article out. :D

Special Characters in File Uploads

How do I create a Team?

Empower your managers with budgets to send instant gifts

How do I roll out Teams for Gifting?

How do I delete a Team?

Who should I load as Team Members?

Do I need Teams? How many Teams do I need?

How many Teams should I set up?

Employee training documents and sample emails

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

Teams Setup

Receipts/Invoices

Different balances you'll see on your account

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

How do I transfer funds to/from Team Members?

How do I fund my Team Account?

How do I set up Cost Centres?

How do I transfer funds between my Team accounts?

How do I check my Team Balance?

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

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

How much spending budget should I provide Team Members?

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

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

Manage Funds & Billing

Shoutouts for Admins

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

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

Where can I see all my Team's Shoutouts?

How do I navigate & filter the Shoutouts Leaderboard?

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

How do I require Shoutouts to be approved?

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

How do I make a Shoutouts draw?

Noah Reid

Shoutouts

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

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

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

How do Member Public Settings work?

How do I add Team Members to my Team?

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

How do I upload a list of Team Members?

How do I filter Manage Members?

How do the settings on the Manage Members page work?

Setting notes so that you can keep track of the details

How to Set Admin Notes for a Team Member?

How do I set Team Member Rights?

How can I delete or deactivate a Team Member?

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

Deborah Komkov

Manage Members

How to pull the report for your team and more

All about Taxable Benefits with Guusto

How to view reports as a Team Administrator

Which Reports does Guusto offer for Teams?

Where do I view the Taxable Benefits report? How can I download Taxable Benefits report?

How to export a Team Taxable Benefits report

How do I view Team Order History? How do I export Team Order History report?

How to export a Team Order History report

Where do I view all Team account fund transactions? Where do I download Team transactions?

How to export a Team Expenses Report

How can I view overall Team spending and gifts?

How to export a Team's Overview Report

Camila Hernandez

Reports

Tips and pointers on using Guusto for Employee Recognition

How to use Guusto for Employee Recognition

Resources & Templates

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

How-to guide on setting up a Team account

How do I brand my platform and emails?

Branding Guide

Create custom rewards for anything under the sun!

How do I create custom rewards?

Send company branded merchandise with AXOMO

How do I set up swag with Guusto?

How do I set up Automated Awards?

How do Team Notification Settings work?

Limiting the merchant selection for Team Members

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

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

Adding a list of recipients to make gifting easier

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

How do Team Recipient Restrictions work?

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

What are Team Settings?

Settings

Making sure you have access to our platform

Allowlist Domains and Email Subjects Lines

Learn about billing, sending, and notifications