Programs

Incentive programs are for employee groups and determine who is eligible for a reward and how much those users are able to receive. This is similar to a match setting or match cap. You must set up programs before you can make incentive rules.

Program options include:

• User eligibility

• Corporate cap and budget

• Users' personal cap

• Currency settings

• Compliance requirements

Creating programs

1. Navigate to CSRconnect Admin Portal, Incentives, Programs.

2. Select New Program.

3. Fill out the fields. Some notes for the fields:

   • Program Name: This name will appear in Incentive Management and Reporting.

   • Friendly Name: This name will appear for all users. This can be different from the program name. You can configure a custom translation for this value.

   • Program Description: You can configure a custom translation for this value.

   • Set a per Employee Limit on this Program: This is a personal cap for users. If no amount is specified, the cap is unlimited. Select Convert Across All Currencies or Modify Currencies if you want to deactivate certain currencies.

     Note: Only the currencies you have configured in Client Admin Portal, Manage, Master Give Settings, Currency Master Settings 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.

4. Select Save Changes.