Incentive Management

As an admin, you can issue incentives, revoke incentives, and approve or decline issued incentives.

You can manage incentives from CSRconnect Admin Portal, Admin tools, Program Management, Incentive Requests. You must have the Can Manage Incentive Programs & Rules permission. See Manage roles.

  • Select + Filter to filter your issued incentives list.

  • Select Employee Search to search incentives associated with a certain employee.

  • Select Charity Search to search incentives associated with a certain organization.

  • Select Select All to decline or approve all incentives at once.

Create or Issue Incentives

To create incentives for your organization's volunteer activities, you must have the Can Access Issue Bulk Incentives permission.

  1. Select Issue Incentives.

  2. Select Create job.

  3. Enter a descriptive Job Name.

  4. You can also enter a description for the activity and select the incentive program (if this is part of an existing program) and a rule.

  5. Select the appropriate option for the currency type(s) you want to use for your incentive.

  6. Attach a file for issuing a manual incentive.

  7. Select Create.

Tip: Before uploading your manual incentive file, confirm that all listed employees meet the program's HR Eligibility criteria. The system will not filter them out for you.

Note: To help resolve any file uploading issues, contact your Customer Success Manager (CSM) for assistance.

Revoke an Incentive

You can revoke an incentive that was issued manually for an individual employee.

You can also revoke an incentive that was issued for an individual employee because the employee entered their hours incorrectly, which caused them to earn an incentive.

To revoke incentives, you must have the Can Access Incentive Revoke permission.

  1. Select Revoke Incentives.

  2. Select Create job.

  3. Enter a descriptive Job Name.

  4. You can also enter a description for the job.

  5. Select Revoke Redeemed if the incentive has already been redeemed.

  6. Attach a file for revoking an incentive.

  7. Select Create.

Manage Issued Incentives

For issued incentives, the Incentive Management page displays the incentive title, the registration ID, by whom and when they are redeemed, the amount, the associated program, the rule, the designation, and the status. Select Request Details to view all available information.

You can select Decline or Approve for each pending incentive. To approve or decline incentives in bulk, use the checkboxes to select pending incentives or select Select All.

Tip: You can also approve pending incentives from the Approvals Manager.

View Request Details

Select Request Details to view details for an incentive request.

You can see the following charity details:

  • Organization Address

  • City

  • State

  • Country

  • Category

For incentive requests from a volunteer-related rule, you can also see the participation details.