If you’re using Incentives, you’ll want to create categories so that employees can locate them quickly by filtering on the type.
Admin >> System Settings >> Incentives Settings
Click Add to create a category.
Give it a logical (and short) name – this is the category that employees can use to filter the catalog. These same categories can be used in reporting to see which types of incentives were redeemed most.
You can Edit or Delete any existing category if necessary.
Some Incentives may fit into multiple categories. Participating in a 5K fundraiser walk could be both wellness and community, for instance.
Once Incentives categories are set up, your employees can filter by them to find exactly what they are looking for.
Some of the most common categories are Wellness, Community, or Education.
Wellness:
Getting an eye exam
Running a half marathon
Complete your annual physical
Conduct your health risk screen
Meet with a wellness coach to get healthy!
Run the upcoming team 5k!
Walk to lunch
Community:
In-kind donations to charity
Donating blood or plasma
Volunteering on the weekend
Showing a new employee around the office
Doing the dishes in the breakroom
Education:
Completing or renewing CPR certification
Learning a new programming language
Completing company-specific certifications
Getting an advanced degree or continued education
Taking a leadership course
Incentives Privacy Restrictions
When you have an Incentive with the privacy setting of Restricted, only those designated in the field on the Incentive setup page can view that redemption.
Admins don’t inherently have access to see and approve Incentives with restricted privacy settings.
They will not show up as pending redemptions in the drop-down menu unless you have been added to this list.