The purpose of this article is to help administrators understand the different configuration settings that will help govern an employee recognition badge program.
Badge Levels & Default Values
In order to access the Badge Settings page, to edit and create new ones, locate in your left menu the Settings > Recognition > Badges.
Badge levels are used to restrict access to badges according to the permission level of the user and the badge in question.
Peer: This level is designed for regular users and grants basic permissions.
Manager: The Manager level is intended for team leaders or supervisors, providing moderate permissions.
Executive: The Executive level, typically reserved for executives or administrators, grants the highest level of permissions.
It's important to note that the higher permission level includes all the permissions of the lower levels. For example, Managers inherit Peer badges, and Executives inherit both Peer and Manager badges.
Each level also allows you to set a Default Value. When you create a badge and assign it the default value, the default value will be the value configured on the settings page.
For example, in the image below, if you create a Peer badge and assign it the default value, the Peer badge will be worth 100 Crewhu bucks.
Badge Permissions and Allowance
1. Profiles - Badge permissions and allowances are configured on a per-profile basis. These profiles are created within the Organization > Profiles section. For comprehensive details, please refer to the Profile Scope & Permissions page.
2. Max Level - The "Max Level" setting determines the highest level of badges a profile can access. The hierarchy is as follows: Executive, Manager, Peer.
- Example 1: In the screenshot above, the "Max Level" for the "Admin" profile is set to "Executive," granting access to all badge levels—Executive, Manager, Peer.
- Example 2: In another screenshot, the "Employee" profile's "Max Level" is set to "Peer," providing access exclusively to Peer badges—Executive, Manager, Peer.
The max level only governs what a user can give. Users can receive all badges independent of their max level.
3. Bucks - We refer to our point system as Crewhu bucks because we thought that was cool :) Bucks are based on a penny point system (or the equivalent in other currencies). So, 100 Crewhu bucks is equivalent to USD1.00. If "Bucks" is checked the profile will be able to award bucks associated with the badge. If unchecked the profile can still award badges but there will be no Crewhu bucks attached to the badge.
4. Allowance - It's a budget that is based on a profile. The allowance governs how much a profile can award in a month.
- By default, the allowance is based on a month and always starts on every month's 1st and is zeroed on the last day of the month. It is also possible to choose the allowance per week, restarting at 0 am on Sunday.
- The allowance does not accumulate. If a user does not use all their allowance, it'll restart to the default profile level;
- Allowance can be customized by profile depending on your employee recognition budget.
Set a weekly allowance to make sure that your employees are engaged and recognize their peers at least once a week.
Defaults: Admin 30,000 Crewhu Bucks ($300), Manager 10,000 Crewhu Bucks ($100), Employee 2,500 Crewhu Bucks ($25).
5. Scope - Defines to whom the profile will be able to award badges.
All profiles should be allowed to award badges to the entire Company. After all, you are all on the same team! As we say at Crewhu, "Everyone is part of the Crew." The feedback that we get from our most engaged client members is that this process breaks down silos and creates a culture of interdepartmental collaboration which is huge for company growth.