Budgets

Reward-based programs will have associated budgets that have corporate points allocated to them. Once points have been loaded into your corporate account, you would need to allocate funds (points) to a budget. Follow the below steps to create a budget.

Additionally, you can top-up/reduce a budget by manipulating the corporate points or you can simply purchase additional corporate points (Subject to the 3–5-day processing period). 

Create a budget 

1. Click the ‘Settings’ icon .
2. Click on ‘Points management’ . 
3. Click on the ‘Budgets’ tab. This will open the ‘Budgets management’ screen. 
4. The ‘Budgets management’ screen provides an overview of all the budgets created for a specific program, indicating available corporate points, points spent, and points allocated. 
5. To create a new budget, click on the ‘Create new budget’ button. This will open the ‘Budget details’ screen. 
6. Provide a name for your budget. Budget names must be unique within a program and give some indication of what the budget is for.  
7. Assign a reference ID to your budget. Again, reference IDs must be unique within a program. 
8. Enter the start date and end date for the budget. The budget will only be available during the specified time. 
9. Select the program that this budget will apply to from the dropdown list. The budget will only be available for this program. 
10. Allocate budget managers to your budget. These individuals will need to approve reward-based recognitions (nominations) claimed against this budget. 
11. Click the ‘Next’ button to continue to the 'Budget amount' screen. 
12. Allocate points to your budget from the total corporate points available. 
13. Set a maximum transaction limit. Recognitions of individuals or teams that have a reward element may not exceed this transaction limit. Transaction limits must be divisible by reward increments without a remainder. 
14. Set the reward increment. This will determine the reward options, usually multiples of 5 or 10, in the ‘Add reward’ dropdown menu when users create a recognition post with a reward element. 
15. Click ‘Save and exit’ to finalize the budget parameters.

Edit budget 

1. Click the ‘Settings’ icon  
2. Click on ‘Points management’ . 
3. Click on the ‘Budgets’ tab. This will open the ‘Budgets management’ screen.  
4. Click on the three dots  at the end of the relevant budget's entry. 
5. Click on ‘Edit’. 
6. Make your changes to the required fields and click ‘Save and exit’ to save your progress. 
7. Click ‘Next’ to continue editing additional fields. 
8. Click ‘Complete’ to finalize your edits. 

NOTE: You must cycle through all budget detail pages by clicking ‘Next’ until the ‘Complete’ button appears OR click 'Save and exit'.

Archive budget 

1. Click on the three dots  at the end of the relevant budget's entry. 
2. Click on ‘Archive’. 

Delete budget 

NOTE: Only archived budgets can be deleted.  

 To delete a budget: 

1. Select the archived budget (filter budgets by ‘Status | Archived’ to see all archived budgets). 
2. Click on the three dots  at the end of the relevant budget's entry. 
3. Click on ‘Delete’. 
4. Confirm your deletion by clicking on ‘Yes’ in the ‘Confirm deletion’ window. 

Filter and search budgets 

1. Click on the ‘Filter’ icon . 
2. Click on ‘Add filter’. 
3. Select a filter option from the menu, e.g., ‘Status’ 
4. Select a filter sub-option from the menu, if applicable, e.g., ‘Archived’ 
5. Applied filters will appear in the header bar. 
6. To remove a filter, click the ‘X’ on the filter name in the header bar. 
7. To remove all filters, click ‘Clear filters’ under the filter icon. 
8. You can also ‘Search’ for budgets by entering the budget name or part thereof in the search field .