Transitioning to Internal Funding via Motivosity ACH

There is currently a transitioning period going on for how you can fund your Motivosity store. We are transitioning from funding via Tango to being able to fund internally in Motivosity. This is why you may be seeing a 'Tango Balance' and an 'E-Gift Rewards Balance' in your 'Funding' page.

What is the difference between the two balances?

Tango Balance: This is the amount of money left in your Tango account. This is the old process that the store was funded on.

E-Gift Rewards Balance: This is your new balance via funding in the Motivosity platform.

When a user redeems a card in the store it will first be pulled from the Tango Balance. When your Tango Balance reaches 0, the system will automatically start pulling from your E-Gift Rewards Balance.

You are more than welcome to keep funding via Tango, but we believe the new process is a lot easier as you do not have to contact Tango to fund your store.

To add funds to the new E-Gift Rewards Balance you need to add a credit card or bank account under the 'Funding Sources' header.

ADD CREDIT CARD:

ADD BANK ACCOUNT:

 

Once you have a credit card or bank account in the system you can add funds to the E-Gift Rewards Balance by clicking the blue money sign button.

Mulit-Factor Authentication (MFA)

As an admin, certain actions in Motivosity will require a MFA password. You can create or change your MFA password in the Preferences page in the Setup tab.

 

One such function that requires your MFA password is adding a credit card or bank account into Motivosity. When you click on one of these functions, you will be prompted to enter your password. Once you enter your password correctly, you will see a timer at the top of the page(see screenshot below) that tells you how much time is left on your MFA token. Once the timer ends you will need to re-enter your MFA password before completing any function that requires the MFA password.

To change your MFA password you will need to type in your current MFA password before setting a new one. This password is very important, so make sure to remember it!

 

 

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

 

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.

ADFS Configuration Instructions

Requirements:
  • Microsoft Windows server 2008 R2 or higher, running ADFS 2.0 or higher.
  • Your ADFS server must be publicly available (NAT translation or using a federation proxy/Web Application Proxy) for users to authenticate outside of your local network.
  • Instructions are based on ADFS 3.0. For ADFS 2.0 servers, you may notice some slight differences in the configuration.
Configuration Instructions:

Customize your Motivosity domain name (for this example, we’ll use “abc”). Logged in with administrative rights, go to Setup > Preferences and choose your domain name.

Export your ADFS XML federation metadata. This is typically available at the following URL:

https://[adfs-server-fqdn]/FederationMetadata/2007-06/FederationMetadata.xml

In Motivosity, navigate to Setup > Integrations and paste the XML data into the SAML XML text box.

Log into your ADFS server with administrative rights.

Open the ADFS administration console.

Navigate to Trust Relationships > Relying Party Trusts.

Select Add Relying Party Trust.

The Add Relying Party Trust wizard will open. Select Start.

Select the option to Enter Data Manually.

Provide a friendly display name and any notes desired.

Select the ADFS Profile for compatibility with SAML 2.0.

Click Next at the Configure Certificate page (skip this step).

At the Configure URL step, select Enable support for the SAML 2.0 WebSSO protocol and specify the URL https://app.motivosity.com/sso/saml in the Relying party SAML 2.0 SSO service URL field:

At the Configure Identifiers page, enter https://motivosity.com and select “Add”. You will also need to add https://app.motivosity-sandbox.com for Test and https://app.motivosity.com for Production.

At the Configure Multifactor Authentication Now? step, click next (skip this step).

At the Configure Issuance Authorization Rules step, select Permit All Users to access this relying party.

Select the check box to Open the Edit Claim Rules dialog for this relying party trust when the wizard closes.

Under the Issuance Transform Rules tab, click Add Rule…

 

 

 

 

From there you will want to select 'Transform an Incoming Claim" under Claim rule Template

Next, supply a rule name. For Incoming claim type: - select “UPN”. For Outgoing Claim Type: - select “Name ID”. For Outgoing name ID format: - select “Email”.

Click OK. Click Apply and OK to exit the claim rules configuration.

Navigate to your custom domain (https://abc.motivosity.com). This should redirect you to login on your ADFS page. Upon successful login, you will be redirected to your Motivosity portal.

 

Top Givers and Top Receivers Dashboard

To see who has given the most appreciations and received the most appreciations go to the 'Top Givers and Receivers' dashboard. This is located in the insight tab at the top of Motivosity. Once there go to the dashboards column on the left side of the page. At the bottom of this column there will be the dashboard called 'Top Givers and Receivers'.

Every user in the system can see this dashboard. It shows the top ten givers and receivers of appreciations. With their names, departments, and how many appreciations they gave or received.

To select a certain time frame click the top right corner that says 'Showing results for'. 

Nominations For Awards

When creating an award on Motivosity you have the option to accept nominations for that award. To review those nominations click on 'Awards' at the top of the page. Once there click on 'Review My Nominations'. This will be located underneath the 'Awards I give' column'.Once you click on that you will see a page that looks something like this:

When reviewing nominations you have three options. You are able to delete a nomination, mark that nomination as read, or give that nomination.

By marking a nomination as read. It helps you to remember later on which nominations you have read and which ones you have not.

If you click the 'give now' button a pop-up will come up. It allows you to review who you are giving the award. Along with the amount they will be given when receiving the award.

Profile Page

The profile page on Motivosity describes each user personally.

By using the profile page. Those in the company will be able to know where you work, access your phone number and email, responsibilities, and know when you were hired and your birthday.

To change or edit this page. Just click your name in the top right corner. After that you can change the profile by either typing in the grey boxes. Or by just clicking the 'change background' blue squares.

The profile picture will automatically resize.

 

Privacy Policy

Content: any information or data that you upload, submit,

post, create, transmit, store or display in a Motivosity Service.

Information: all of the different forms of data, content, and

information collected by us as described in this Privacy Policy.

Personal Information: information that may be used to readily

identify or contact you as an individual person, such as: name,

address, email address, or phone number. Personal Information does

not include information that has been anonymized such that it does

not allow for the ready identification of specific individuals.

SaaS Products: Motivosity’s OnDemand hosted solution as well as

other Motivosity hosted solutions that display a link to this Privacy

Policy. For the avoidance of doubt, if a Motivosity hosted solution

displays a link to a different privacy policy, then that other privacy

policy shall apply.

Changes to our Privacy Policy

We may change this Privacy Policy from time to time. If we make any

changes, we will notify you by revising the "Last Updated" date at the

top of this Privacy Policy and, in some cases, where appropriate we

may provide you with additional notice (such as adding a statement to

the login screen or sending you an email notification). We encourage

you to review our Privacy Policy whenever you use Motivosity

Service to stay informed about our information practices and the ways

you can help protect your privacy.

If you disagree with any changes to this Privacy Policy, you will need

to stop using Motivosity Service and deactivate your account(s).

Information you provide to us

Account and Profile Information: We collect information about

you and your company as you register for an account, create or

modify your profile, make purchases through, use, access, or interact

with Motivosity Service (including but not limited to when you upload,

download, collaborate on or share Content). Information we collect

includes but is not limited to your name, username, address, email

address, phone number, profile photo, job title, or credit card details.

You may provide this information directly when you enter it in

Motivosity Service, or in some cases another user (such as a system

administrator) creating an account on your behalf may provide it

(most commonly when your company requests that you use our

products). If you are providing information (including Personal

Information) about someone else, you confirm that you have the

authority to act for them and to consent to the collection and use of

their Personal Information as described in this Privacy Policy.

Content: We collect and store Content that you create, input, submit,

post, upload, transmit, store or display in the process of using our

SaaS Products or Website. Such Content includes any Personal

Information or other sensitive information that you choose to include

(“passively-collected Personal Information”).

Other submissions: We collect other data that you submit to our

Website or as you participate in any interactive features of the

Motivosity website or customer support experience.

Information we collect from your use of Motivosity Service

Web Logs: As is true with most websites and services delivered over

the Internet, we gather certain information and store it in log files

when you interact with our Website and SaaS Products. This

information includes internet protocol (IP) addresses as well as

browser type, internet service provider, URLs of referring/exit pages,

operating system, date/time stamp, information you search for, locale

and language preferences, identification numbers associated with

your Devices, your mobile carrier, and system configuration

information. In the case of our SaaS Product, the URLs you accessed

(and therefore included in our log files) include names and tokenized

data relating to information in your organization as necessary for the

SaaS Product to perform the requested operations. Occasionally, we

may connect Personal Information to information gathered in our log

files as necessary to improve Motivosity Service for individual

customers.

Analytics Information from Website and SaaS Products: We

and our analytics provider collect and store analytics information

when you use our Website and SaaS Products to help us improve our

products and services. In the Saas Products, this analytics information

consists of the feature and function of the Motivosity Service being

used, the username and IP address of the individual who is using the

feature or function (which will include Personal Information if the

Personal Information was incorporated into the username), the sizes

and original filenames of attachments, and additional information

required to detail the operation of the function and which parts of the

Motivosity Service are being affected.

We currently use NewRelic as an analytics provider. To learn more

about the privacy policy of NewRelic, refer to

http://newrelic.com/privacy.

Analytics Information Derived from Content. Analytics

information also consists of data we collect as a result of running

queries against Content across our user base for the purposes of

generating Usage Data. "Usage Data" is aggregated data about a

group or category of services, features or users that does not contain Personal Information.

Though we may happen upon sensitive or Personal Information as we

compile Usage Data from Content across user instances, this is a

byproduct of our efforts to understand broader patterns and trends. It

is not a concerted effort by us to examine the Content of any particular

customer.

Cookies and Other Tracking Technologies: We use various

technologies to collect information, including cookies that we save to

your computer or mobile device. Cookies are small data files stored on

your hard drive or in device memory. We use cookies to improve and

customize the Motivosity Service and your experience; to allow you to

access and use the Website or SaaS Products without re-entering your

username or password; and to count visits and understand which

areas and features of the Website and SaaS Products are most

popular. You can instruct your browser, by changing its options, to

stop accepting cookies or to prompt you before accepting a cookie

from websites you visit. If you do not accept cookies, however, you

may not be able to use all aspects of our Website or SaaS Products.

How we use Information we collect General Uses. We use the information we collect about you

(including Personal Information to the extent applicable) for a variety

of purposes, including to:

• Provide, operate, maintain, improve, and promote Motivosity Service;

• Enable you to access and use Motivosity Service, including uploading,

downloading, collaborating on and sharing Content;

• Process and complete transactions, and send you related information,

including purchase confirmations and invoices;

• Communicate with you, including responding to your comments,

questions, and requests; providing customer service and support;

providing you with information about services, features, surveys,

newsletters, offers, promotions, contests and events; providing other

news or information about us and our select partners; and sending

you technical notices, updates, security alerts, and support and

administrative messages. Generally, you have the ability to opt out of

receiving any promotional communications as described below under

“Your Choices”;

• Monitor and analyze trends, usage, and activities in connection with

Motivosity Service and for marketing or advertising purposes;

• Investigate and prevent fraudulent transactions, unauthorized access

to Motivosity Service, and other illegal activities;

• Personalize Motivosity Service, including by providing content,

features, or advertisements that match your interests and preferences;

• Enable you to communicate, collaborate, and share Content with

users you designate; and

• For other purposes about which we notify you.

Notwithstanding the foregoing, we will not use Personal Information

appearing in our Analytics Logs or Web Logs for any purpose.

Aggregate Information: Motivosity may compile aggregated usage

profiles to help its subscribers better understand best practices

concerning particular activities and their impact on company culture

and employee satisfaction. This aggregated information is based on

general trends across an entire population of companies and is in no

way tied to a specific individual or organization. This compiled

aggregate information may appear in the Motivosity application to

provide guidance to Service Subscribers. It may also appear in sales

and promotional materials detailing the impact the Motivosity Service

can have on companies.

Information sharing and disclosure

We will not share or disclose any of your Personal Information or

Content with third parties except as described in this policy. We do not

sell your Personal Information or Content.

Compliance with Laws and Law Enforcement Requests;

Protection of Our Rights: We will not disclose your Information

(including your Personal Information) to any third party without your consent.

Business Transfers: We may share or transfer your information

(including your Personal Information) in connection with, or during

negotiations of, any merger, sale of company assets, financing, or

acquisition of all or a portion of our business to another company.

Aggregated or Anonymized Data: We may share aggregated or anonymized information as described above.

With Your Consent. We will share your personal information with

third parties when we have your consent to do so.

Information we do not share

We do not share Personal Information about you with third parties for

their marketing purposes (including direct marketing purposes)

without your permission.