Editing and Deleting Appreciations as an Administrator or End User (Update)

Previously, if you needed to edit or delete an appreciation, you would have to scroll down through the feed on the home page to change it.

That could become very tedious very quickly when many appreciations are given within a company. To make this easier for all users, you will now find these functions on individuals profiles.

As an average user, you can only edit appreciations that you have given. If you go to 'My History' and select the 'Giving' tab, you will see a list of everything you've said thanks for and will be able to edit or delete it.

As an Administrator, you have the ability to view both Giving and Receiving on any user's profile. From there you will be able to delete any appreciation.

New Survey structure and dashboard

Surveys are now based off of a Net Promoter Score. eNPS, or 'Employee NPS' is a well researched method that measures employee loyalty. The new surveys will be based off of a 10-point scale that will put employees into three categories: Promoters(9 or 10), Passives(7 or 8), or Detractors(6 and below).

Below is an example of what the standard survey will look like when users take it. Users will now be able to make anonymous comments at the bottom of the survey. A 'Survey Comments Report' will allow you to review specific comments coming from surveys. The surveys are still anonymous, but department and country information is still available.

You can also customize the survey to your specific wants in the 'Setup' tab.

The short label is a one or two word label for each of your custom questions. This short label will be used for reporting in the 'Insights' tab. You can also choose which question you would like to represent your eNPS score. Your eNPS question will be used for data in the 'Employee Satisfaction' dashboard (seen below).

The new Surveys dashboard will show the percentage of promoters, passives, and detractors there are for each survey question as well as highlighting your eNPS question in the top left dashboard. You will also see the percentages over the past four quarters. A green number means that you improved over the last quarter, not the benchmark. Likewise, a red number means your percentage is worse than the previous quarter. The benchmark numbers are based off of Gallops industry benchmark numbers.

This dashboard is available to managers(those with direct reports, but it will only display data for themselves and everyone beneath them. Leaders(those with direct reports in the top 4 tiers of the org chart) will have full access to all the company data for eNPS.

This useful dashboard will also highlight the number and percentage of users that have completed the survey. This is also narrowed to participation by department.

 

Setting Your Birthday

If a users birthday is not entered via the org chart excel import, then the user will have one opportunity to set their own. From then on, a Motivosity admin will have to change a user's birthday.

As shown in the screenshot, there will be a drop down for day, month, and year.

The below screenshot is what it will look like when you enter a day, month and year in the drop downs.

You will not be allowed to save the date until each field is filled. You will then see a display preview of how the date will show up on your profile.

REMEMBER: You only have one chance to set your birthday, so make sure it is correct before clicking 'Save'. After you have set your birthday, your Motivosity admin will have to change your birthday.

Manage Cash

The Manage Cash page allows admins to make adjustments to both the giving and spending balances throughout the company or for individual users. This page is found by going to your Admin Tools. There are 5 main functions that you can do on this page(Global Giving, Global Spending, Individual Giving, Individual Spending, and Match Rules). We will highlight each function and how to use it.

Global Balances

Here you can make adjustments to the give or spend balances of every user. The number that you put in will be applied to all of the users balances. Only a positive number can be put for Global Giving and Spending. This can be useful if you want everyone in your company to start off with $5 to spend or if you want everyone to receive a $100 Christmas bonus.

Individual Balances

By typing in the name of a user you can make adjustments to their giving or spending balance. Putting a positive number will add to the selected balance and a negative number will take away money from the selected balance. The note and adjustment that you make will appear in the users ‘My History’ tab under ‘Cash’. This tool can be useful when a specific user wants more cash to give or you want to give an individual a special cash bonus that is outside the scope of a normal appreciation.

Match Rules

Clicking the Match Rules button will update the current giving rules to match what you set up in the Peer-to-Peer Giving page of Setup.

Using the Motivosity Staging Environment

When using and setting up Motivosity, there might be times where you want to try something out without actually affecting your live data.

We've got just the tool for you! app.motivosity-sandbox.com will allow you to give appreciations, upload your team data, and play around with any other aspect of the Motivosity system in a non-destructive manner that will reset each night based on where the live system left off that day.

If your domain is companyX.motivosity.com you can use companyX.motivosity-sandbox.com.

If you are testing APIs, the URL is now app.motivosity-sandbox.com. Please note that you can test SSO on sandbox by building a configuration that returns to motivosity-sandbox.com while on the sandbox site.

Some things to note:

For the most part, the sandbox looks and functions exactly like the live system. However, you will not be able to make purchases in the store in the sandbox. You will also not be able to see profile pictures/background photos, but will see default icons instead. Remember, everything you do in the sandbox will reset overnight, so any testing you do, you'll want to ensure is done within a day.

Enjoy!

New Motivosity Tax Summary Report

Motivosity is always trying to create new ways to make your life easier.

As an administrator or finance administrator of your company's Motivosity account, you will now have access to a new report that allows you to see a detailed history of redeemed cash broken down by type. These types are eGift, Local, Anniversary, and Birthday. Re-gift and Charitable donations aren't reported because they don't have any effect on each employees tax return.

Keep in mind that when dollars are being thrown around in the system, it acts like monopoly money up until the point that it is redeemed. At that point, it is considered taxable.

If you go into your insights page, in the left-hand column you'll see the Tax Summary report. Click on that and you'll see your company like the image below. NOTE: Make sure you select the right time frame in the 'Showing results for _______' drop-down menu.

When reading the report, 'E-Gift' and 'Local' will show amounts redeemed by employees. This is important because like a wise man once said... "A dollar spent is a dollar taxed."

'Anniversary' and 'Birthday' will only show amounts if your company has decided to award physical items on these special occasions through Motivosity. For example, if you give each employee a 300$ watch once they hit 5 years, 300$ will show up under Anniversary. If you had a company t-shirt for each birthday, the dollar amount linked with that shirt would show up under Birthday.

The 'Total' section just adds up the other four for you, giving you a total taxable amount from the selected period inside of Motivosity. Legally this report should be run once per year and tacked onto the employees' W-2.

For more information on how Motivosity and taxes work together, please read the document below.

Motivosity and Taxes

 

Configuring and Using the Motivosity Google Chrome Extension

Now that your Motivosity account is up and running, there are some sweet things you can do to enjoy and streamline your giving and receiving.

To add the Chrome extension, first, go to this link.

In the top right of the main window, you'll want to click the prompt to 'ADD TO CHROME' 

Next, you'll see a small prompt appear near the top of your browser asking if you really want to add Motivosity. You know you want to, so click Add Extension.

From there, you may or may not notice, but a small little MV square will show up next to your other Chrome extensions. Give that a push and you'll have the ability to start the login process.

Your company may support SSO, if that's the case, you'll want to enter your address ex: company.motivosity.com

If your company doesn't support it or you don't know the address, don't fret - you can still log in using the default app.motivosity.com

After inputting your login credentials you'll be greeted with a baby version of Motivosity that allows you to easily give appreciations while surfing the web and watching epic fail compilations on YouTube.

Similar to in-app appreciations, you can search for peers, leave a thank you, and link that thanks to a company value. After that, it's just up to you to decide how much, using what money, and if you want it to be private or not.

Submit that appreciation!

Force Delete User Function

When you delete a user, their account will continue to exist for three days in the Deleted User Report found on the Insights page of your administrator account.

Sometimes you really just need a user gone forever NOW!

If that's the case, go to that Deleted User Report found on the left side of your Insights page.  You should see something like this.

Press that red Force Delete button but be warned, if you go through with this, it is non-reversible! 

Just to double check, you'll be prompted to confirm the action. If you press yes, they'll be gone for good.