Scenario:
I need to be able to review fund requests
Role Name:
Instant Awards Owner
Internal or External Role?:
Internal
Description / Role Privileges:
The role is assigned via the Instant Awards Program.
Relevant SmartDashboard, Product or System:
Social Recognition
Menu Options:
- Instant Awards
Submenu Options:
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-
- Administer
- Send Award
- Transaction History
- Card Management
- Manage Award Pots
- View Fund Requests
- Award History
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Role Sees (what they can see):
- Administer
- Upload recognition via AwardFilePlus, On the Spot Recognition and Scheduled Recognition
- Administer and manage InstantAwards, Nominations, AwardFilePlus, Bulk Schedule
- Send Award
- Send awards to employees
- Transaction History
- Can review Instant Awards Order History and individual orders' details
- Card Management
- Can review saved payment cards
- Manage Award Pots
- Can see all created sub-pots
- View Fund Requests
- Review Fund requests
- Award History
- Can see all awards sent, the recipient, status, value, sender, award code and date sent
Role Edits (detailed list of tasks):
- Administer
- Can create/edit/remove awards and recognition moments
- Send Award
- Can dispatch already uploaded awards
- Transaction History
- Can download receipts and separate awards within an order
- Card Management
- Can add/edit/remove payment cards
- Manage Award Pots
- Can edit each individual sub-pot
- Can adjust pot's balance
- Can request funds
- Can delete pots
- Can edit pots, their owners and budgets in bulk via File Upload
- View Fund Requests
- Can approve or reject any requests for additional award funds that have been made recently.
If a request is approved, the money will be credited to that pot immediately.
If rejected, please provide a reason and the requester will be notified.
- Can approve or reject any requests for additional award funds that have been made recently.
- Award History
- Can download each individual award
How to Configure the Role:
To be added