An employee’s financial reward balance (money or points available to spend on rewards, for example, gift cards, company reward/swag, or payroll transfers, if enabled) can be adjusted by an administrator. This may be necessary when an incorrect amount was rewarded with a recognition, ad hoc reward, company award, etc.
Good to know
- A reason for the adjustment must be provided and will be visible to the employee
- The adjustment and reason will be listed on the employee's account statement, visible to the employee
- There is NO notification email sent to the employee
- Adjustment amount entered will either add to or subtract from the employee’s current reward balance
- Balance adjustments take effect immediately - there is no un-do
How to adjust an employee’s financial reward balance
- Login to your Administrator account
- Click the Employees tab
- Locate the employee you want to adjust and click the 3-dot ellipsis
- Then select View
- Click the Statement tab
- Click Adjust
- Enter a Value (+/-) to increase (ex 50) or decrease (ex -50) by, noting the new balance amount dynamically adjusts accordingly
- Enter a Reason (will be visible to the employee)
- Click Update
Warning!
- There is no un-do
- The balance adjustment will immediately be visible to the employee on their statement
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