New Local Rewards Functionality

Added functionality as been added to local rewards. You can now decide whether to track inventory as well as set variable pricing. The screenshot shows an overview of what it will look like when you go to create a local store item.

Tracking Inventory

When you click 'Yes' to tracking inventory the quantity box will show up and you can type in how much of that item you have in your inventory. When the quantity reaches 0 this item will be removed from the store until you update the quantity. If you don't want to track inventory on an item then you can click 'No' and the quantity box will go away. This will keep the item in the store at all times.

Fixed and Variable Pricing

With the fixed pricing option you will be able to add multiple pricing options by clicking 'add more options'. This would be useful if you have multiple restaurant gift cards for different prices. Instead of making multiple store items you can make one with this feature.

In the store, this item will have a drop down box that shows the different prices as shown below.

When you click the 'Variable Price' option you will be shown the fields below. You will be able to set a min and a max price as well as the item description.

When a user goes to purchase this item from the store they will have to enter an amount between your min and max price that you set. If a user tries to click buy now with an amount that is below or above your min or max then they will be prompted to enter an amount between your min and max.

 

New Award Setup

The awards functionality has expanded and improved. An overview can be seen below of the award setup.

The most notable additions are setting country or department limits as well as adding monthly, quarterly, or yearly budgets to gifts.

Gifts

There are options for having money or local gift items attached to the award. When you select money to be attached, you will have the option to set a monthly, quarterly, or yearly budget schedule and set a max for the budget. Managers do not have the option to create an award from the central budget.

You can also see that you can attach a local store item to the award by searching the name of the local store item.

Limits

Limits can be set for country or department by clicking the drop down box for country or typing in the name of the department. This can be useful if managers or department heads want to create an award only for their teams.

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.

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!

 

 

BambooHR Integration Setup

Setting Up Motivosity with BambooHR

Step 1: In Motivosity go to Setup->Integration. Click on the ‘Create BambooHR Webhook URL’. This will do two things: 1) Create an authorized Bamboo HR access token in the ‘API Authorizations’ list and 2) Generate a URL that you will copy and paste into the Bamboo Webhook Settings area.

Step 2: In Bamboo->Settings->Account->Webhooks, click on ‘Add Webhook’

Step 3: Name the webhook and choose the following fields to monitor:

Step 4: Choose the following fields to post:

  • Employee #
  • Status
  • First Name
  • Last Name
  • Preferred Name
  • Birth Date
  • Work Phone
  • Work Email
  • Hire Date
  • Job
  • Department
  • Location
  • Job Title
  • Country
  • Supervisor ID
Step 5: Choose 'JSON' as the format

Step 6: Paste the URL from Motivosity Setup->Integration->BambooHR into the 'Post to URL' field.

Step 7: Decide on frequency. We recommend choosing '6pm' under 'Hour'. This will cause data to be synchronized every day at 6pm.

Dealing with future hires

If you don't want a future hire to sync into Motivosity yet, just don't enter their email address into Bamboo until their hire date.

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.