You now have the ability to save a default filter on all reports and dashboards. You can set your default settings by going to any report and clicking on the filter drop down in the top right and clicking 'Make these settings my default'.
For example, you can set up your default settings to show the current month's data on all the reports and dashboards any time you open them up. Each report or dashboard can have a different default setting.
Clicking 'Reset' deletes your saved settings and runs the default report showing last quarter's data.
The Bulk Appreciations feature is only for admins and can be found in their Admin Tools. This feature allows admins to send a PRIVATE appreciation from the company for each user of the company as shown below.
You can also filter this to just give the appreciation to a specific country so that only all the users in that country get the appreciation. The appreciation will appear in the Receiving reports as 'Adjustments'.
WARNING: The only way to undo this action is to manually delete the private appreciations for these users or do a global negative adjustment. So double check everything before clicking 'Give Now'.
The 'Last Thanked By You' widget found on the right sidebar of the home page is very useful in making sure you keep up with thanking your direct reports and peers.
Those without Direct Reports will only have the 'Your Peers and Boss' widget. The red plus sign means you haven't thanked that user in awhile. Clicking the plus sign will automatically open up the appreciation tab with that user as the receiver of the appreciation.
A key part of this widget is the part where managers can see the percentage of their direct reports they have thanked this month. As you can see, Leslie has thanked 1 of her 2 direct reports or 50%. This percentage is the same as the data that shows up in the Manager Coverage dashboard in the Insight tab.
For those with many direct reports or peers you will be able to scroll through them as to not clog up the sidebar.
The Manager Coverage Dashboard will give you an overview of manager's eNPS scores and the percentage of their team appreciated. Admin's and managers (those with direct reports) have access to this dashboard in the Insight tab. Managers will be able to view the data for themselves and downward, while Admin's will be able to view all company data.
When you click on a managers name it will expand to show any managers below them. Each color represents a different score based off the scoring breakdown in the top left corner.
A manager's eNPS score is the percentage of promoters subtracted by the percentage of detractors for your specified eNPS question in the survey. This dashboard will show a rolling 90-day capture of each managers score. This is why the default filter is 'Last 90 days'.
You can also change the filter to change the time period like any other report or dashboard, but just remember that any date range you choose it will show the data for the date you chose and the previous 90 days. For example, the current month is October and you want to change the filter to last month. The data will show the eNPS score for the combined data from September, August, and July. This is to ensure there is enough data to provide a good sample size
The Manager Appreciation part of this dashboard will show each manager and what percentage of their team they have thanked within the last 30 days.
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.
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.
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.
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 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.
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.
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!
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 #
- First Name
- Middle Name
- Last Name
- Preferred Name
- Birth Date
- Work Phone
- Work Email
- Hire Date
- Job Title
- 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.