The leaderboard is a great way to keep track of the reviews and feedback earned by individual team members. Rewards works together with the leaderboard to keep track of feedback and reward users for their hard work accordingly. The more that users earn positive reviews and feedback, the more points that they earn, and the more rewards they can cash in for.
Rewards are completely customizable, therefore it can be daunting to get started. In this guide, we'll go over together the complete rewards setup process, how to approve reward requests, how to edit a user's point total, and give some example rewards and prices.
This is what a functioning Rewards page will look like. Users will be able to make requests and admins/managers will be able to approve or deny those requests. In order to get here, first we must create a group. Click the "Add a group" button at the top right.
Next step is to give your new group a name. Groups are used to make distinction between different employee skillsets; for example, CSAs, crew chiefs, servers, hosts, and more. This allows you to reward higher ranking employees for doing more of the work. You may want to reward crew chiefs more than an assistant tech for positive reviews as they're doing more work to earn them. As a result, the traditional naming method for groups is by title or rank. Once you've given your group a name, hit the "Add group" button.
Once the new group is added, you'll want to go in and add point values to actions that may occur, such as an employee receiving a 5 star review, or a negative soundingboard rating. Point values for events is completely up to admin/account holder discretion. Here are some examples of potential point set up:
To add a new event, head to the Groups tab on the Rewards page and click the dropdown of the group of your choice.
Select an unused rule and give it a point value. Press the "+" plus button and the new rule will be immediately added to the reward group. You can have as many or as few rules as you'd like!
If you'd like to edit the point value for an event, click on the edit pencil icon beside the rule, edit the point value to the new total, and click the checkmark.
If you've changed your mind and no longer want to use a rule, click on the edit pencil icon like above, write in 0 as the point total, and click the checkmark.
Once groups and point values for events are set up, it's time to set up rewards and their values. To get started, press the "Add a reward" button up at the top right.
Rewards are just as customizable as groups and their points! Your options are endless when it comes to what you can offer your employees. Some examples of rewards currently being used are: payroll bonuses, paid time off, pick your own partner day, a high end grill, company merchandise, and more! Here's a list of examples:
Pick the reward you'd like to offer and pick a price value that corresponds to the point totals relating to group events. Press "Add Reward' to add it to the new prize pool.
Providing a variety of prize tiers can help ensure each of your employees can be a winner and keep them engaged. Everyone can work to earn something like a $25 Visa giftcard, but a lot more effort needs to be put in to earn a grand prize, such as a three-day paid vacation.
Now that rewards and reward groups have been set up, team members can start trying to earn reviews and feedback to earn points. Once enough points have been earned, team members can request rewards through the Chatavise mobile app. Admins will be able to approve or deny reward requests.
To approve of a reward request, head to the Requests tab on the Rewards page. Employee reward requests will be posted directly to this page. To approve of a request, hit the thumbs up button. To deny their request, hit the thumbs down.
Most of what there is to do on the Rewards page is approve or deny reward requests if you're an Admin, and make requests if you're a team member. If you'd like to reset a specific team member's points for any reason, head to the Users tab and find the relevant user. Click on the pencil icon to adjust the point balance.
Type in that user's new point balance, give a reason for why you're changing this user's balance, and click the "Update balance" button.
If you'd like to view a deep dive on a user's point history, click on the > arrow to the right of the user's name under the User's tab.
From this page, you can view a user's total point history, reward request history, and transaction history, including every positive rating, tracking request, and review.
Total point balance history will be displayed by a graph. You have the option to toggle between a view of all-time point history, or you can select specific date ranges. You can also see how many open reward requests this user has, and how many total transactions are linked to their profile.
Reward requests can be viewed at the bottom of the page. You can also see who approved or denied the requests.
If you click the Transactions tab, you'll be able to see a list of events that has occurred that would impact the user's point total. Ratings, both negative and positive, reviews, points spent, etc. are all logged and viewable on this page.
