How do I set up rule-based point allocations in Profit.co?

Category: CFR

Profit.co allow administrators to automatically distribute additional recognition points to employees based on specific criteria such as department, role, or custom attributes.

What are Rule-Based Point Allocations?

Rule-based point allocations allow administrators to automatically distribute additional recognition points to employees who match specific criteria, such as Department or Role. These points are applied on top of the standard point allocation, ensuring that specific groups (e.g., the Marketing department) receive the necessary budget for their specific needs.

What employee attributes can I use for Rule-Based Point Allocations?

Profit.co supports various employee attributes for creating allocation rules. The most commonly used attributes include:

  • Department: Target specific departments (e.g., Marketing, Sales, Engineering, Customer Support)
  • Role/Position: Allocate points based on job titles or organizational levels
  • Location: Distribute points to employees in specific offices or geographic regions
  • Employment Type: Differentiate between full-time, part-time, contract, or temporary employees
  • Custom Attributes: Use organization-specific fields configured in your Profit.co instance

How to Set Up Rule-Based Point Allocations in Profit.co?

Follow these steps to configure Rule-Based Point Allocations:

Step 1: Navigate to Recognition Settings

  • Navigate to Settings→Recognition→Reward from the left navigation panel.
  • Scroll to the Rule-Based Point Allocations section
  • The configuration options will now become available

Step 2: Define Your First Rule

  • Click the +Create Rule button
  • Enter a descriptive Rule Name (e.g., "Marketing Department Bonus")
  • Choose the Attribute Type from the dropdown (Department, Role, Location, etc.). Enter the points
  • Click Save Rule to activate the allocation

How to delete a rule-based point allocation?

Once you click the Delete option, a pop-up appears with two choices: Delete Now or Delete from Next Month, allowing you to decide when the deletion should take effect.

Best practices for Rule-Based Allocations

  • Layering Points: Remember that these points are additive. If a user receives 100 standard points and you add a rule for 50 points, they will receive 150 total.
  • Review Periodically: Check your rules quarterly to ensure they still align with your current departmental budgets or organizational goals.

Related Questions

To set points for each employee, click here.

Frequently Asked Questions

Q1. Is there a limit to how many rules I can create?

There is no technical limit, but we recommend keeping rules manageable (typically 5-15 rules) for easier administration and employee understanding.

Q2. How often are rule-based points allocated?

The allocation frequency depends on your configuration. You can set rules to allocate points monthly, quarterly, annually, or as a one-time allocation.

 

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