How to manage perk token budgets

If your recognition program has the Perks (ex. day off, free lunch, work party, etc...) feature enabled, you will need to load budgets monthly, quarterly, or annually, depending on how you've set it up.

How to manually load perk token budgets to a budget period one by one

1. Login to your Administrator account
2. Click Budgets tab, select Perk Tokens
3. Locate correct Budget Period: Example01 Jan 2022 – 31 Dec 2022
   • If loading to an Upcoming Budget Period, click Add Budgets
   • If loading to Current Budget Period, click View Budgets
4. Click Add Budget, select One By One
5. Employee: Begin typing budget holder's last name or Position name (job title), depending on your HR Data Sync setting, until recognized, then select them
6. Budget:  Enter budget amount
7. Click Add
   

How to bulk upload perk token budgets to a budget period using CSV file

1. Login to your Administrator account
2. Click Budgets tab, select Perk Tokens
3. Locate correct Budget Period: Example01 Jan 2022 – 31 Dec 2022
   • If loading to an Upcoming Budget Period, click Add Budgets
   • If loading to Current Budget Period, click View Budgets
4. Click Add Budget, From CSV File
5. Follow the pop-up instructions, noting requirements for column headers and the downloadable CSV template you can user to create your perk token budget CSV file
   

   Note

   Employee ID numbers in column A must use all lower-case text to match employee data stored in our system

6. Select or drop your perk token budget CSV file and click Confirm
   

If you intend to give the same or similar perk token budgets out to a subset of employees (ex. every year give 1,000 perk tokens to each manager), you may find it useful to download a budget report from the previous period to use a template for the next period.

How to download perk token budget report from current period
to use as template for next period

1. Login to your Administrator account
2. Click Budgets tab, select Perk Tokens
3. Locate Current Budget Period row, click the pulldown arrow, select Analyze Spend
4. This generates and downloads a report called Budget-Holder-Spend-Analysis-yyyymmdd.csv
5. Change file name to clearly note this is the perk token budget information, ex Perk Token budgets yyyymmdd.csv
6. Open the downloaded CSV
7. Delete unneeded columns, keeping only the ID (Position ID or Employee ID, depending on your configuration) and Given columns
8. Delete any rows that don't have employee name or ID - those employees have recently left the company
9. Rename column header Given to Tokens
10. Add rows for any new employees who need budgets
11. Adjust Token amounts as necessary
12. Save the CSV
13. Follow How to bulk upload perk token budgets using CSV file steps above to bulk upload this new CSV into the new budget period

You can manually adjust, temporarily disable, or delete a perk token budget holder's budget:

How to adjust an individual perk token budget

1. Login to your Administrator account
2. Click Budgets tab, select Perk Tokens
3. Locate Current Budget Period
4. Click View Budgets
5. Locate the budget holder you want to adjust
6. Click the pulldown arrow to the right, select Adjust
7. Enter the amount to increase or decrease
8. Enter the Reason, which will be visible to the employee 
9. Click Update Budget

How to disable an individual perk token budget holder's budget

1. Login to your Administrator account
2. Click Budgets tab, select Perk Tokens
3. Locate Current Budget Period
4. Click View Budgets
5. Locate the budget holder you want to disable
6. Click the pulldown arrow to the right, select Disable
7. Click Confirm

How to delete an individual perk token budget holder's current budget

1. Login to your Administrator account
2. Click Budgets tab, select Perk Tokens
3. Locate Current Budget Period
4. Click View Budgets
5. Locate the budget holder you want to adjust
6. Click the pulldown arrow to the right, select Delete
   

   Note

   This button will only appear if none of the current budget has been spent

7. Click Confirm

How to delete an entire upcoming financial budget period

1. Login to your Administrator account
2. Click Budgets tab, select Perk Tokens
3. Locate the Upcoming Budget Period that you want to delete
4. Click the pulldown arrow to the right, select Delete Budgets
5. Click Confirm