This article is designed to help you prepare for your implementation so that you can hit the ground running once your contract has been signed.
Important Note: We will NOT accept any assets, data, or collateral until your contract has been signed and you have been assigned an Implementation Consultant. However, the resources listed below should give you a head-start so that you can begin to make decisions and prepare for implementation.
User File Preparation (Engage & Recognition)
Whether you are launching a survey or a recognition program, your user data is the foundation of your platform. This article details how to correctly format your .CSV files for transfer.
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Action Item: Consider meeting with your IT or HRIS teams now to ensure you can export the required employee data fields when implementation begins.
Single Sign-On (SSO) (Engage & Recognition)
If you have a Single Sign-On provider (like Okta, Azure, or Google) and would like to utilize SSO with your Awardco platform, view the article above. This integration streamlines the login experience for your employees, which is vital for high survey participation and program adoption.
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Action Item: Connect with your internal IT or Security representative. Review the linked article together to ensure they can prepare the necessary SAML Metadata, Entity ID, and Security Certificates required for this setup.
Home Page Customization (Engage & Recognition)
You have the ability to customize your Awardco homepage to fit your company’s branding. This in-depth article breaks down each customizable section to help you determine the overall look of your page before you meet with your consultant.
- Action Item: Get familiar with how the homepage editor works by reviewing the linked article. We recommend drafting a concept or "mood board" of what you want your platform's homepage to look like (images, brand colors, and welcome text).
Funding Your Platform - Awardco Redemption Account (Recognition Only)
Note: This section applies only to clients utilizing the Awardco Recognition platform. If your program includes monetary rewards or points, this article explains how your Awardco Redemption Account will function. Organizations using Awardco Engage exclusively do not utilize a redemption account and can bypass this resource.
International Considerations (Engage & Recognition)
If your company has a global presence, this article is your one-stop shop for resources regarding language translations and global support.
- For Engage-only clients: Focus specifically on the Languages and Translations section to ensure your surveys reach every employee in their preferred language.
If you have any questions, please contact Awardco Admin Support.