Incentive Programs

Incentive programs are for employee groups. They determine which employees are eligible for rewards and how much they can receive. This is similar to a match setting or match cap. You must set up programs before you can create incentive rules.

Program options include:

  • User eligibility

  • Corporate cap and budget

  • Users' personal cap

  • Currency settings

  • Compliance requirements

You can manage incentive programs from CSRconnect Admin Portal, Community setup, Incentives, Programs. Your role must include the Can Manage Incentive Programs & Rules permission.

Create an Incentive Program

Tip: Text fields on this page support custom translations.

  1. Select New Program.

  2. Enter the program details. Note the following:

    • Program Name: This name appears to admins in Incentive Management and Reporting.

    • Friendly Name: This name appears for all users. This can be different from the program name.

    • Program Description: This description appears for all users.

    • Set a per Employee Limit on this Program: This is a personal cap for users. If you don't specify an amount, the cap is unlimited. To deactivate specific currencies, select Convert Across All Currencies or Modify Currencies.

      Note: Only the currencies you have configured are active.

    • Enable Compliance Requirements: If enabled, users can redeem their incentives, but the incentives cannot be auto-approved or admin-approved until the NPO has approved them.

  3. Select Save Changes.