Special Giving Rules

Overview

Peer-to-Peer giving is one of the most important features in Motivosity when it comes to building company user engagement and satisfaction. Special Giving Rules let you set different amounts for Peer-to-Peer giving by allowing you to go in-depth on who gets what each month. 

Note: Monthly Giving Defaults are used to give everyone in the organization the same amount every month. This is the default when there is no rule in place. If an individual has at least one Special Giving Rule the rule will override the Monthly Giving Default.

Special Giving Rules

Special Giving Rules now act and function similarly to License Grant Rules where certain rules can be specifically defined to certain users, teams, organizations, or by a custom override. Let’s dive into an overview of how each of these Special Giving Rules can be set up and used. 

Note: Multiple rules can apply to one individual. All rules that apply to an individual will be added together. You can use the Search Bar to see what rules apply to a specific individual and what their Monthly Giving Amount will be

Adding a User Giving Rule

Note: User Giving Rules apply to individual users only.

To add a User Giving Rule, you will need to do the following: 

1. In Motivosity, select "Setup"
2. Select "Peer to Peer"
3. Under "Special Giving Rules" select the "Add Giving Rule" button. (you will be asked to enter in your MFA password)
4. Select 'User'

From here, you will enter in the user or usernames who you would like to assign a Giving Rule. Next, you will enter in the amount that will be given additionally to the users Giving Balance at the beginning of each month. You can also add a Note to explain the details of this rule.

Select, 'Save' and the Giving Rule has now been added!

Adding a Team Giving Rule

Note: Team Giving Rules apply to specific managers and their direct reports.

To add a Team Giving Rule, you will need to do the following: 

1. In Motivosity, select "Setup"
2. Select "Peer to Peer"
3. Under "Special Giving Rules" select the "Add Giving Rule" button. (you will be asked to enter in your MFA password)
4. Select 'Team'

From here, you will enter in a Manager or Manager names who you would like to assign this Giving Rule. When this Giving Rule is assigned, it will also assign the same rule to the manager's direct reports. Next, you will want to add in the amount that will be given additionally to the managers and direct reports Giving Balance at the beginning of each month. You can then add a Note to explain the details of this rule.

Select, 'Save' and your Giving Rule should now be added!

Adding an Organization Giving Rule

Note: Organization Giving Rules apply to Leaders and their downstream organization.

To add an Organization Giving Rule, you will need to do the following: 

1. In Motivosity, select "Setup"
2. Select "Peer to Peer"
3. Under "Special Giving Rules" select the "Add Giving Rule" button. (you will be asked to enter in your MFA password)
4. Select 'Organization'

From here, you will enter in a Leader or Leader names who you want to assign this Giving Rule. When this Giving Rule is assigned, it will also assign the same rule to the downstream organization of this leader. Next, you will enter in the amount that will be given additionally to the Leader and their downstream organization at the beginning of each month. You can then add a Note to explain the details of this rule.

Select, 'Save' and your Giving Rule should now be added!

Adding a Special Giving Rule with a Custom Rule

Note: Custom Giving Rules apply to specific expressions written out to define the rule. 

To create a special giving rule with a custom rule, you will need to do the following: 

1. In Motivosity, select "Setup"
2. Select "Peer to Peer"
3. Under "Special Giving Rules" select the "Add Giving Rule" button. (you will be asked to enter in your MFA password)
4. Select 'Custom'

From here, you will enter a specific expression to define this rule. For example, if you would like to assign this rule to a specific department you can write, department = '[DEPARTMENT NAME]'. You can also string together multiple rules by using 'and' or 'or' between each rule. Next, you'll add in the amount that will be given out additionally to who the rule applies to at the beginning of each month. You can then add a Note to explain the details of this rule. To learn more about custom rules click here.

Select, 'Save' and your Giving Rule should now be added!

Tips & Tricks: Custom Fields are also supported by Custom Giving Rules. If you would like a rule to apply to a specific Custom Rule you can use the following expression, customField1 = '[VALUE OF CUSTOM FIELD]'. 

Additional Information

Managers and Leaders

Managers and leaders come and go in the system or can be moved around within the organization. When this happens, the rules that apply to their direct report are automatically recalculated. In this case, Giving Balances may be reduced.

Negative Balances

Negative amounts can be applied to a Special Giving Rule. For example, if you have certain employees or a team that may need a smaller amount than others, you can use a negative number to reduce the amount that they are given.