Determining How Many Points Users Receive with Global Receiving Limits (Legacy)

Historically, admins configuring a recognition program could set nomination limits, allowing control over how often a user could receive points or recognitions within a set period. This feature remains useful for individual recognition programs. However, with Global Receiving Limits, you can now set universal limits that apply to all methods of receiving points across the platform. See the article below for further information on Global Receiving Limits, including how to access, configure, and manage these limits, as well as frequently asked questions.

1. Use Cases
2. Accessing the Global Receiving Limits Tool
3. Adding Receiving Limits
4. Managing Receiving Limits
5. User Notifications
6. FAQ

Use Cases

• Company-Wide Limit – Set a maximum number of points per year to stay within budget.
• Tax Implications – Limit points per year to avoid higher tax rates for bonuses over a specific threshold.
• Legal Restrictions – For government agencies, limit points to comply with bonus regulations.
• C-Suite Exclusion – Exclude executives from points-based recognitions.
• Non-Eligible Employees – Exclude part-time, contract, or intern employees.
• Employee Type Tiers – Apply different limits for full-time and part-time employees (e.g., $1,000/year for full-time, $500/year for part-time).

Note: Manual adjustments made to point balances don't count towards/are not halted by global receiving limits. 

Accessing the Global Receiving Limits Tool

To access Global Receiving Limits settings:

1. Select the Admin button in the upper-right corner of the homepage.
2. Click the Settings tab.
3. Select Recognition Programs.

Adding Receiving Limits

To create a receiving limit rule:

1. Click Add Rule.
2. Enter a name for the rule (50 character limit). 
3. Determine which employees or groups to limit:
   • All Users: Applies to all users included in Awardco data imports.
   • Selected Users: Search and add a small group of users manually.
   • By Role: Limit the rule by specific roles.
   • By Metadata: Set limits based on metadata. To do this:
     • Select a metadata header from the dropdown menu.
     • Choose Is or Is Not from the second dropdown.
     • If Is is selected, choose a metadata value in the third dropdown to apply the rule only to that value. If Is Not is selected, the rule will exclude that metadata value.
     • Select the appropriate metadata.
4. Specify the maximum points an employee in this group can receive in a specific time frame.
   • Choose to limit by base platform currency or points.
5. Set the limit period: Monthly, Quarterly, Semi-annually, Annually, or Rolling Period. 
6.  
   • Applying a rolling date range allows for a flexible timeframe (e.g., a rolling 90-day window) that can start on a custom date, such as January 1st, instead of a static period (e.g., month or quarter).
7. Discover the more settings to global receiving limits rule creation by clicking the "Advanced Settings" button.
   • Apply receiving limit based on giver type‌
     • Limit points a user can receive from another user - This ensures that one user cannot give an unreasonable number of points to another user.
     • Limit points a manager can receive from their direct reports -This mitigates conflicts of interest in the recognition process.
     • Limit points a direct report can receive from their manager - This prevents potential favoritism in the recognition process.
8. Click Save.

Note: Different types of limited groups cannot be combined within one rule. Create a separate rule for each type of group you wish to limit.

Managing Receiving Limits

To edit or archive an existing receiving limit rule:

1. Click the stacked dots icon next to a rule to select Archive or Edit.
2. In the Archived tab, click the stacked dots icon next to a rule to Restore or Edit.

User Notifications

Users will receive a global limit error message if they attempt a recognition action that would exceed the recipient's global limit in any of the following scenarios:

• Spot Recognitions: When a user attempts to send a spot recognition through a recognition program.
• Earn Program: When a user with a limit submits an Earn request through an Earn program.
• Surveys: When a user with a limit completes a survey for points.
• Approvals Queue: Any user approving recognitions with point values in the Approvals queue. 
• Encore: When a user attempts to add points to a recognition on the feed through Encore.
• Recognitions with Credit Card: When a user attempts to add points to a recognition using a credit card.
• Scheduled Recognitions: When a user schedules a recognition with points through a recognition program.
• Recognitions with Delayed Delivery: When a user delays a monetary recognition’s delivery through a recognition program.
• AwardCodes: When a user with a limit tries to claim an AwardCode, they will see a global limit error message.
• External Recognitions: Any user approving an external recognition will be warned if a recognition recipient has reached their global limit.

A Super Admin or anyone with the “Bulk Recognition” and/or “MemoryBook” permissions can see if a recognition or MemoryBook did not process due to receiving limits. This applies to:

• Bulk Recognition Queue: Bulk recognitions that do not process due to receiving limits, visible in the Errors tab in Queues.
  • Anyone with the Bulk Recognition permission can bypass global receiving limits in place by checking the Bypass Global Receiving Limits checkbox that displays in the bulk recognition form. This bypass is also available when recognizing a large group via CSV file.
• Automated Programs: Includes service awards, onboarding awards, and birthday awards, also visible in the Errors tab in Queues.
• MemoryBooks: If a MemoryBook with points does not process due to receiving limits, this will appear in the MemoryBooks queue in Queues.
• Lifestyle Spending Account (LSA): Awards through an LSA that fail to process due to receiving limits will display in the Errors tab of Queues.

FAQ

• Do I need to set limits within individual program settings if I configure Global Receiving Limits?
  • No, unless you want specific program-based limits.
• Is there a minimum or maximum dollar amount I can set for Global Receiving Limits?
  • No, limits can be set starting from $0 with no upper limit.
• Can I create a rule with a limit of $0 for ineligible groups (e.g., C-Suite, interns)?
  • Yes, you can assign a $0 limit for specific groups.
• Does deleting a recognition impact the Global Receiving Limit?
  • Yes, deleting a recognition frees up points under the global limit.
• What if both program and Global Receiving Limits apply to a user?
  • The stricter limit applies.
• What if multiple Global Receiving Limits apply to a user?
  • The strictest limit will apply.
• Can I exclude certain programs from the Global Receiving Limit calculation?
  • No, all programs contribute to and are restricted by Global Receiving Limits.
• Do Global Receiving Limits account for currency exchange?
  • Limits are points-based and independent of currency exchange rates, which apply at redemption.
• Are PPP adjustments included in Global Receiving Limits?
  • No, PPP is calculated only at the time of redemption.
• Are point multipliers considered in Global Receiving Limits?
  • No, multipliers are applied only during point redemption.
• What happens if I archive or edit a Global Receiving Limit rule?
  • Archiving a rule removes limits for affected users, while restoring or editing recalculates limits for the specified period.

If you have any questions, please contact Awardco Admin Support.