Create and Send Spot Bonuses within Motivosity




You first need to head to 'Setup' -> 'Spot Bonuses' and select 'Yes' to start creating allocation rules. 

NOTE: Managers up and downstream on the org chart will be able to see and request a spot bonus. Even if they will never receive a spot bonus, those requests if made can just be denied. 


SETUP: 


You have two options for the way that you can allocate funds for your managers. First, you can create a single spot bonus allocation for a particular user or second, upload an excel spreadsheet with many spot bonus allocations. The allocations created here will expire at the end of the year as shown. You can do uploads for these one-offs or add a single spot bonus by clicking the designated buttons. 


The next step is deciding on your approval process. You can set an amount that for any spot bonus under that amount you do not need approval. If nothing is specified or if the amount is more than the required approval amount, then the spot bonus will go through the approval process. You then select the Approvers by simply starting to type in their names into the 'Select approvers' box once you have selected 'A specific person' if you don't want the giver's managers to approve them.



GIVING SPOT BONUSES:


With Spot Bonuses enabled, Mangers will now see a 'Give a Spot Bonus' button on their home page.




Giving a Spot Bonus is similar to an appreciation where you will type in the employee's name, type a note, select a company value, determine the giving amount, and mark it as private or leave it as public. After filling out the information, click 'Send It!'


If the Spot Bonus needs to be approved, it will then show up in the Action Items list of the approvers. If no approval is needed, it will get posted to the home feed.




Managers will also be able to request additional funds or transfer funds by clicking the two options below. 


They will then be met with this screen where they will submit their request or transfer funds to receive additional money or give direct reports additional money to give.