Scenario:
I need to be able to manage nomination budgets
Role Name:
RR Budget Holder
Internal or External Role?:
Both
Description / Role Privileges:
Main Reward and Recognition budget holder.
Role cannot be assigned in combination with Reward Recognition Scheme Administrator.
Relevant SmartDashboard, Product or System:
Social Recognition
Menu Options:
Reward & Recognition
Submenu Options:
- Administer
- Send Award
- Transaction History
- Card Management
- Manage Award Pots
- View Fund
- Requests
- Award History
Role Sees (what they can see):
- Administer
- Upload recognition via AwardFilePlus, On the Spot and Scheduled Recognition
- Administer/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 view saved payment cards
- Manage Award Pots
- Can see all created sub-pots
- View Fund Requests
- Can review fun requests
- Manage Credit Request for the R&R platform and individual programs.
- 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
- Can dispatch already uploaded awards; request and transfer credit.
- Transaction History
- Can download receipt 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 balances
- Can delete pots
- Can edit pots, their owners and budgets in bulk via File Upload
- View Fund Requests
- Can request funds
- 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, a reason should be provided and the requester will be notified
- Award History
- Can download each individual award
How to Configure the Role:
To be added