Program Setup – Overview

This is an outline/checklist of the required base configuration and optional features an Administrator needs to configure before launching your recognition program.

Good to know

• The base recognition program must be created by your Sales Manager prior to using this list
• The base program setup covers:
  • Company legal name
  • Company short name
  • Recognition program name
  • Sub Domain name
  • Financial Reward on/off
  • Cost Center type (usually Single)
  • Hierarchy (usually Company Managed)
  • Primary Administrator account creation
  • Operating countries
  • Recognition budgets on or off
  • Expenses on/off
  • Financial budget period
  • Perks on/off
  • Perk Token budget period
  • Perk Recipients: Anyone or Direct Reports only
  • Recognition settings
  • Service Awards on/off
• Feature availability depends on program tier:  Entry, Pro, or Global
• To change tiers, contact your Account Manager
• Some items will require setup assistance from your IT department
• Your Account Manager has best practices documentation and numerous poster designs, which can be re-branded at no charge for your pre- and post-launch communications

Required Base Configuration

Login to your Administrator account - all configuration and ongoing management of your program will be done from the admin portal.

Note: The URL for the Administrative system is the same as the recognition program, but with '/admin' at the end

All programs require the following minimum configuration:

• Add your support email or URL for program queries (added under System Settings)
• Add/Edit/Remove Administrators - Initially, there is only the Primary Administrator on the account
• Branding - Company logo, graphics, colors
• Recognition settings & Company Values
• Department mapping to Reporting Groups
• Add your employee data and flag your Directors

Optional Features

You will only need to configure the optional features that will be used by your specific program. 

Entry

• Add a Company Welcome Message
• Add any Company Documents
• If you are using Financial Rewards for recognition, setup your Float account and add your Financial Budgets
• In addition to using Redemption Cards, you can offer Payroll Transfers and Client Reward (SWAG) Catalog
• Configure Perks and add Perk Token budgets
• Setup Birthdays
• Add your Service Awards (Anniversaries)
• Add Company Awards

Pro

• Configure Expenses
• Set up Workstars TV

Global

• Add your Point Conversion Rates - Global configuration

IT Department

Your IT department will only need to configure the features that will be used by your specific program.

Entry

• Whitelist key domains
  • Whitelist the program URL:  xxxxxx.workstars.com
  • Whitelist the program email domain: @mailer.workstars.com
  • Whitelist our video guide URL:  loom.com (if your firewall restricts external links)

Pro or Global

• Sign On Options
• HR Data Sync
• Integrations
• Workstars TV

Prepare for Launch

Once the program is configured and ready to go, send communications and Launch.

• Set your pre-launch communication plan (teasers, posters, manager training, etc)
• Set your post-launch communications plan (increase registration, celebrate early adopters, etc)
• Launch the recognition program
  Note:  DO NOT click Launch until your scheduled launch date, as clicking Launch will immediately send out Invitation emails to every employee you put in the system