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. Your role must include the Can Manage Incentive Programs & Rules permission.

  • Select + Filter to filter your issued incentives list.

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

  • Select Charity Search to search incentives associated with a specific 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. Optionally, enter a description for the activity.

  5. If the incentive is part of an existing program, select the incentive program and a rule.

  6. Select the currency types to use for the incentive.

  7. To issue a manual incentive, attach a file.

  8. Select Create.

Tip: Before uploading your manual incentive file, confirm that all listed employees meet the program's HR Eligibility criteria. The system doesn't remove ineligible employees from the file.

Note: To resolve file upload issues, contact your Customer Success Manager (CSM).

Revoke an Incentive

You can revoke an incentive you issued manually for an individual employee, or one an employee earned because they entered their hours incorrectly.

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. If the employee redeemed the incentive, select Revoke 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, who redeemed them and when, 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, select the 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.