External Recognitions: How to Guide

This article will go over how to set up and use the external recognitions feature by company admins, and also how to submit an external recognition for outside company users.

How to Set Up External Recognitions as an Admin 

1. Please discuss with your Customer Success Manager at Bucketlist to have this enabled on your platform. Once enabled, you can follow as below. 

2. Firstly, you need to create an award for external recognitions. Go to the main admin menu, and click "Awards". 

3. Here you can click to "Create New Award"

4. Here, you can customize this new award. 

a. First, choose "External" as the award type. 

b. Then, you can add a title and description of this award. 

c. Please add a badge, either from our existing badges, or uploading your own. 

d. Add any points that should be added to this award (this is not optional). 

e. Click Create. 

 

5. Go into the "External Recognitions" Settings page under the main admin menu

6. Here you can customize the fillable form for external recognitions as follows: 

a. Introduction - you can provide a comment about external recognitions and how they are applied in your company

b. Prompt for "recipient" field - you can provide a prompt for what information to provide to identify the user at your company who should receive this recognition

c. Prompt for "reason" field - you can provide a prompt for what information to add in the reason field (the recognition comment). 

d. Prompt for "recognizer" field - you can put this as optional (recommended) or add a prompt for what you would be looking for in the recognizer field. This is who is recognizing your staff member. 

e. Recognition Label - this will be who these recognitions appear to be coming from, eg. "Community Recognition" or "External Recognition", etc. You can customize this. 

 

7. Once you have filled in the above customization options, you can click Save at the bottom and then toggle external recognitions to enabled at the top of the page. Click Save again. 

8. Once this is enabled, you can share via the QR code (you can click download link, or right click on QR code directly) or the URL link at the bottom of the page to anyone outside of the platform/organization whom you would like to give access to the external recognition feature to recognize your platform users. 

**This is not enabled until that toggle is switched on, to check this you can always follow the URL link and ensure it is displaying the external recognition form. 

 

How to Give an External Recognition

1. You will have a QR code or URL link shared with you to provide a recognition to a member of the company who shared this with you on their site for Bucketlist rewards and recognition. 

2. When you open this link, it will appear as a form to fill in (it may look slightly different depending on the customization from the company). You can fill in the form to submit a recognition for a member(s) of this company. 

a. Who are you recognizing - this would be the company member(s) you would like to recognize. The company may need a name, or a description of the person(s) to recognize. 

b. Why are you recognizing them - this would be the comment section on why this person(s) is being recognized. 

c. Who is this from - this can be optional, but if you would like to input your name here that is fine. Please do not include any personal details past your name.

 

3. Once you have filled in the form, please click the "submit" button. This will then go to the main administrative team at the company. 

How to Approve/Deny an External Recognition as an Admin

1. Go into the admin menu, and click "Pending Recognitions"

** If you do not have any pending recognitions (no external recognitions or other pending approvals), then you will not see it on the menu. 

2. Click into the "External" tab

3. Here you can see the external recognitions that have been submitted: 

4. To Approve the recognition, click "Create Recognition", if you would like to deny the recognition you can click "Dismiss".

5. Once you click to "Create Recognition", you then will need to update some pieces of the recognition: 

a. To- search users - please use the dropdown box to search users in your company based on the external recognition description of that user, or name of that user. 

b. Edit Recognition- please ensure the recognition comment is appropriate and update if needed. 

c. From: Anonymous - this is non-editable

d. Search Awards - please ensure you choose the correct award for this external recognition

 

6. Once you have this completed, please click "Submit". This will then submit the recognition to the activity feed. This will look like the following: 

a. The recognized user is the one you chose based on the external recognition information. 

b. The Award is included as the external recognition award.

c. The comment of the recognition displays in the recognition. 

d. The points (if any) associated with the award are provided. 

e. The From field shows as what you have set up for external recognitions to come from eg. Community Recognition. 

f. Users in the platform can still comment/like on this post as normal. 

 

If you have any further questions about External Recognitions, please reach out to your Bucketlist Customer Success Manager or Support.