This is an outline/checklist of the required minimum configuration and optional add-on features an administrator needs to configure before launching your recognition program.
Good to know
- Prior to configuring the platform, the base recognition program must be created by your account manager using some of the configuration information gathered in the configuration checklist that you completed for us
- The base program creation requires:
- Company legal name
- Company mailing address
- Invoicing contact email
- Subscription tier: entry, pro, or global
- Payment method: invoice or credit card
- Financial reward on/off
- If on: pre-paid card, benefit card, or gift cards
- Program URL
- Cost center type (usually single)
- Hierarchy (usually company managed)
- Owner (primary administrator) account creation
- Operating countries
- Recognition budgets on or off
- Who can a budget holder recognize financially?
Who receives actions / notifications? - Financial budget period
- Perks on/off
- Perk token budget period
- Perk recipients - anyone or direct reports only
- Add-on 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
Program configuration
Login to your Administrator account - all configuration and ongoing management of your program will be done from the admin portal.
Good to know
The URL for the admin portal is the same as the recognition program, but with '/admin' at the end
All programs require the following minimum configuration:
- Add your company short name and program name
- Branding - company logo, graphics, colors
- 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
- 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 financial float account, financial budgets, redemption methods (redemption cards, payroll transfers, and your own company reward (SWAG) catalog)
- Configure perks and add perk token budgets
- Setup birthdays
- Add service awards (anniversaries)
- Setup partner appreciation (recognition from your partners/clients/customers)
- Add company awards (ex. employee of the month)
Pro
- Everything listed in Entry
- Configure expenses
- Setup Workstars TV
Global
- Everything listed in Entry and Pro
- Add your point conversion rates
IT department
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
Your IT department will only need to configure the features that will be used by your specific program:
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 by clicking the Launch button on the Admin dashboard
Warning!
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
Good to know
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
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