Points can be allocated in three different ways: CSV upload, Titles & Points tab or by assigning them to users on an individual basis.
Points can be allocated in three different ways. Allocating points is how you assign Kudos points to each of your users. This is especially important if you have implemented a reward program that is associated with Kudos points as the points have a direct value.
The first way to allocate points is through the CSV upload function:
In the initial CSV you can assign the point amounts each user receives. You can reload this CSV at any time to change point allocations for all or part of the organization. This is the easiest way to do bulk changes.
The second way to allocate and manage point amounts is through the Titles & Points tab:
> User Admin > Titles & Points
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 & Points 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 (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, click the Remove button.
We hope this helps! If you have any questions, please post a comment below and one of our friendly team members will be happy to assist you.