Bulk payout import

It is possible to issue points to program participants in bulk, without the rewards being linked to any recognition messages. Rewards are still linked to program metrics but are not displayed in the focussed newsfeed under ‘Recognitions’.

This is achieved by importing a data file.

How to issue points via the import function

Log in to the platform and click on the admin settings button .

1. Click on ‘Programme management’ and then select the ‘Bulk payout’ option.
2. Click on ‘CSV template’ to download a template file and populate it with your data.
3. Simply drag and drop it in the space provided or click on ‘browse’ to locate the file.

NOTE: Your data must be organised according to the column headings in the template file. You must provide:

• identifier – User ID (this can be derived by exporting users in ‘User management’).
• budget_name – input the name of the budget points from which the points are to be issued
• reward_amount – The points value of the reward (R-value x 100).
• program_name – The precise name of the program with which the budget is associated.
• program_metric_name – The program metric that the reward should be linked to.

1. Bulk payout message: Type a clear message or description relating to the points issued. This will be sent via email to the recipients in the file to notify them a reward has been issued.
2. Click on ‘Run import’ to commence importing the data file.
3. In the event of an invalid column entry, an exceptions file will be generated and emailed to you. This file will indicate which cells need to be reviewed and corrected. No rewards will be issued until the entire data file, and all its entries are valid and successfully uploaded. A success email will be sent upon successful upload.