Reward Manager Roles - RR Budget Holder

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