Introducing bonus point budgets. With this premium feature, you now have the opportunity to assign bonus point budgets to your portal users and sites. 🤩

For more information on pricing and how to sign up, simply click the chat icon below and we will be happy to discuss this with you in more detail.

Step 1: Head to Bonus Points on the left-hand navigation and then Point Budgets on the top tabs.

Step 2: Click + Add Budget on the right.

Step 3: Enter a name for your bonus budget that identifies what the budget allowance is for.

Step 4: Select if you wish for this allocation of points to be set as a one-off (i.e. does not have to be used in a certain time period) or rather, a monthly budget.

If monthly is selected, you will have the option for the points remaining at the end of each month to be discarded or rolled over to the following month.

Step 5: Next, select one of the following budget types from the drop-down menu:

If ‘individual budget’ is selected - select the names of the user you wish to assign to this budget by selecting their name from the drop-down menu.

If 'shared budget for all selected users' is selected - select the names of the users you wish to assign to this budget by selecting this from the drop-down menu.

For the ‘shared budget for all users at a selected site' option - a list of sites will appear in a new drop-down menu below this one.

Step 6: Next, select the user(s) or site you wish to assign to this budget:

Step 7: Enter the number of points you wish to allocate to this budget and then click Save.

Step 7: The budget will then be displayed at the bottom of the budget list.

The number of points already used is displayed on the green graph in the right-hand column ‘allocation’. Here you will also be able to view how many points remain, and the number of days left before this budget will expire/reset.

Just a note - only admin users with permission to ‘manage account settings’ can re-order budgets. Please speak to your line manager for support with this.

When an admin user awards bonus points the budgets will be used in the order listed in the budgets table from top to bottom. Re-ordering the budgets ensures that bonus points are taken in the order of your choice; this feature is useful if your admin users have more than one budget with points remaining.

Eg: if a one-off budget has been given to users at a site, then you may want this budget to be used first before using the regular monthly budget.

Step 1: Head to Bonus Points on the left and then Point Budgets on the top tabs.

Step 2: Click and hold the budget you wish to move.

Step 3: Drag and drop to your preferred location on the table. (💡Remember that points will be awarded from the top budget first)

Step 4: The budget allocation order will now be displayed as desired on the table

Step 1: Head to Bonus Points on the left and then Point Budgets on the top tabs.

Step 2: Click the 3 dot menu icon to the right and click edit

Step 3: Make necessary changes to the name, amount and/or users assigned to the budget, then click save.

Step 4: The updated budget will now appear in the budget table

Filtering by name, holder or type of bonus point budget will help you locate the budget you need to check, edit or delete from your list.

Step 1: Head to Bonus Points on the left and then Point Budgets on the top tabs.

Step 2: Click the linear funnel icon to the right of the data heading you wish to filter by. The budget name, holder and type can all be filtered.

Step 3: Type the budget name, holder name or type that you wish to filter by, and then click the tick box to the right of the option in the menu to select.

Step 4: Click Apply filter.

The filtered view will now display on your budget table.

Step 1: Head to Bonus Points on the left and then Point Budgets on the top tabs.

Step 2: Click the 3 dot menu icon on the far right and then click delete.

Step 3: A pop-up then will appear. To confirm deletion, click 'Delete Budget'.

The budget has now been deleted and will no longer appear on the point budget list for any of your users.

We hope this guide is useful. If you have any questions regarding bonus points budgets, just click on the green chat icon in the bottom right corner of your screen and we will be happy to help.

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