Incentive 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

Tip: Custom text fields cannot be automatically translated, but text fields on this page support custom translations.

  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 to admins in Incentive Management and Reporting.

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

    • Program Description: This description will appear for all users.

    • 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 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.