As we approach the height of the holiday season, many of you are preparing to send bulk holiday awards to your teams. To ensure these awards are delivered seamlessly—and that your employees can redeem them without delay—we have a few formal reminders regarding Budgets and Funding.
Here is how to ensure your holiday gifting goes off without a hitch:
All monetary recognitions must be funded by a platform budget. Whether you utilize a single central budget or manage multiple departmental budgets, it is your responsibility to ensure the specific budget you are using has enough points to cover your bulk awards.
What happens if I run out of points?
If a budget lacks sufficient points, the system will block the recognitions from being sent. They will be placed into an Error Queue rather than being delivered to employees.
How to add points to a budget:
If you find yourself with insufficient points, follow these steps to top up:
- Navigate to the Budgets tab in your admin view.
- Locate the relevant budget in the list.
- Click on the budget's current balance to open the "Add/Remove Points" pop-up.
- Enter the amount of points you wish to allocate.
- Click Update Balance to finalize.
The Fix: Once the budget is updated, you can manage the errored recognitions and push them back into the Pending Queue. These will generally be released at the top of the following hour.
While points allow you to send the award, your Retainer/Redemption Account Balance is the actual funding used to pay for the items employees redeem.
Why this matters:
We require sufficient funds in your account to process redemptions. If the account runs out of funds, all employee orders will be blocked and placed on hold. We cannot process or fulfill any orders until a payment has been made to replenish the balance.
How to add funds:
To avoid fulfillment delays during the holidays, please check your balance and use one of the following three options if you need to add funds:
- Option 1: Complete payment on an existing open invoice.
- Option 2: Add funds immediately via ACH or Credit Card directly on the platform under the Billing tab.
- Option 3: Request a custom invoice from the Billing tab to process a new payment.
Before you schedule your holiday awards, please take a moment today to double-check both your Budgets and your USD Balance. A quick check now will ensure your employees have a smooth, joyful experience when they receive their holiday gifts!
