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This article walks you through how to create an automated service anniversary award.
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How To Create A Service Anniversary Award
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The service anniversary award is an automated award that uses your employee's hire date stored in their profile to give out a service anniversary award on the desired year(s) of employment.
How To Create A Service Anniversary Award
- Select the drop-down menu in the top right corner
- Select Awards
- From this page, you'll either see all the awards you've already created or a blank page for you to get started creating new awards
- Click the Create New Award button in the top right or click to edit your existing service anniversary award
- A settings box for the award will appear. The settings are as follows:
- The first text box is for the Title of the award (i.e. Happy Anniversary, 1 Year Service Anniversary etc.)
- The second setting is a drop-down menu where you will select Employee Start
- A new dropdown menu will appear next to this box allowing you to select which year(s) this award is for. If the award will remain the same for all years, select Every Year, if the award may change based on the year (i.e. increase in points for more years), select the applicable year you are making this award for now. You will need to create an individual award for each year you would like to award different points for
- The next dropdown menu defaults to Notification to managers which means a notification is sent to company admins for the award to be triggered. Alternatively, you can change it to Given automatically to recipient so the award will automatically go out without you having to do anything
- You can also adjust/limit who can receive this award. For example, if you only wanted managers to receive this service anniversary, then you can select managers. The default is set to all roles can receive this award
- The next thing you will do is add a description in the top text box. This can be something to keep yourself organized
- Select either a default badge or add a custom badge of your own. If you add a custom badge, we recommend a square image to ensure it does not distort in emails or on the platform. The recommended size is 118x118 pixels
- In the next text box, input the message that will get sent out with the award to the recipient(s). You can use the default one included or you can personalize it with a custom message of your own
- Either check the award without points box if you don't want to include any points, otherwise, insert the amount in the points box
- Another setting that may be helpful for a service anniversary award is attaching experiences. You are able to attach anything from your Redeem/Marketplace to the award such as gift cards and other marketplace items
- Once completed, select the Create button to create the award
- You will now see the award on your list and the award is ready to go out to users automatically
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