Allocating points is how you assign how many "Points to Give" to each of your users receives per month. Points can be allocated in three different ways: by completing a CSV upload, through the Titles tab or by assigning them to users on an individual basis.
In this article:
- Bulk Changes for Points Allocations
- Editing Job Titles & Points
- Editing an Individual User's Points Allocation
Whether you are setting up your users points allocations for the first time, or adjusting them throughout your program, you can assign the point amounts each user receives through the Bulk User Changes CSV upload. You can reload this CSV at any time to change point allocations for all or part of the organization.
To access the Bulk Changes instructions and templates, navigate to Admin ⚙️ > User Admin > Bulk Changes. When you are first setting up your account, click the Blank Template button under Step 2 to download a blank CSV file to fill in with your user data, and add the points allocations under the Kudos column before saving your file. If you already have users on the system and want to edit a CSV of existing users, click Export CSV. Once the file of your existing users has downloaded, simply add or edit the allocations under the Kudos column, and then save your file.
When you are ready to upload your users, go to Step 3 to import your file. Select Match on Email and choose the date format that was used in your import file. Select your file, and click Import. Once the upload is complete, you will receive an email confirmation. Any errors will be detailed in the email so you can make the necessary changes in your import file and upload it again.
Navigate to Admin ⚙️ > User Admin > Titles. This section displays allocated points by any job title you have on the system. If you did not assign points at initial upload all users and job titles will default to 150 points.
In the Titles tab, you can edit existing job titles in three ways:
- Change the name
- Edit point allocations
- Choose whether or not users (by Job Title) can send external Kudos. As a reminder, external Kudos are always sent with no points.
To change any of these three things for existing job titles, simply click anywhere in the row of the job title you want to edit.
You can add job titles by scrolling to the bottom of the page and pressing the Add Job Title button. Next, type in the new job title, select the number of points to allocate to users with that title and choose whether or not to allow to Send External Kudos. When you're done, click Save.
If you no longer need a job title and wish to delete it, ensure that there are no users assigned to the job title and click the Remove button.
To edit points for an individual user, navigate to Admin ⚙️ > User Admin > Users. Search for the user you wish to change the points allocation for, and click their name to open the edit window. Here, you can change their Job Title to update their points or you can set the user with a Kudos Override Allocation if they require more than the typical users in the Job Title group.
Setting an Override Allocation will completely override their allocated monthly points. Be sure to enter their usual monthly points allocation + the additional points you want to allocate to them. It is important to note that the points override will be in place and will reset monthly until you change this back to Select only to override!
We hope this helps! If you have any questions, please reach out to us at firstname.lastname@example.org and one of our friendly team members will be happy to assist you.