Congratulations on migrating to Awardco 2.0! This article provides a simple, step-by-step checklist to help you configure essential features and maximize your platform's potential after the upgrade. By following these instructions, you'll quickly unlock a more intuitive, engaging, and powerful recognition experience for your organization.
For a deeper dive into each feature, refer to the detailed articles linked in each section.
Notifications 2.0
Set up your company's default notification preferences to ensure timely and relevant updates for all users.
Set up Default Company Notification
- Click Enter Admin in the top navigation.
- Select “Platform”, “Notifications”, then “Notification Settings” from the left navigation.
- Configure Notification Channels and Notification Types by selecting Default Off, Default On, Locked Off, or Locked On for each option.
- Adjust Others' Recognitions Visibility Options and Recognition Digests Visibility Options as desired.
- Click Save Changes.
Learn more: Setting Company Notifications
Update to V2 of Microsoft Integrations (If Applicable)
If your organization integrates Awardco with Microsoft Outlook for the Microsoft Bundle or uses the Microsoft Outlook Add-In, you'll need to update or reinstall the app to access the newest features, including correctly configuring notifications received through Microsoft integrations. For the best user experience, we now recommend using both the Microsoft Bundle integration and the Outlook Add-In if applicable.
- Navigate to the "Microsoft Bundle" or "Microsoft Outlook" options in the Integrations Library on your Awardco platform (usually found in Admin > Platform > Integrations > Integrations Library).
- Click "Update" or "Grant Permissions" for the relevant integration.
- You'll see an alert near the top of the page; click through to Accept New Permissions.
- Return to the Integration Settings Page in Awardco.
- Optionally, enable new features like Recipient Autofill or Notifications for your integration.
Learn more: V2 Updates to Microsoft Integrations
User Profiles
User Profiles is a powerful feature designed to foster better connections and enable employees to showcase their achievements. If your organization chooses to utilize this feature, configure these settings:
Configure Profile Questions
- Click Enter Admin in the top navigation.
- Select Users from the left navigation.
- Click Profiles.
- Select the Widgets tab.
- Click the About Me name.
- Add Sections and Fields (Standard or Custom) to collect desired information.
- Click Publish to make the "About Me" widget live.
- Click Save Changes.
Learn more: Managing User Profile Settings
Set up Badges
Badges are a visual way to recognize and highlight employee achievements. If you wish to automatically award badges through recognition and earn programs programs:
Badging in Recognition Programs
- Click Enter Admin in the top navigation.
- Select Recognition then Programs from the left navigation.
- Click Recognition Programs.
- Edit an existing program or Create Program.
- Navigate to the Display tab.
- Toggle Achievement Badges to "on."
- Enter a name for the badge and upload a badge image.
- Click Save Changes.
Learn more: Creating and Managing Recognition Programs
Badging in Earn Programs
- Click Enter Admin in the top navigation.
- Select Recognition then Programs from the left navigation.
- Click Earn Programs.
- Edit an existing program or Create Program.
- Navigate to the Display tab.
- Toggle Achievement Badges to "on."
- Enter a name for the badge and upload a badge image.
- Click Save Changes.
Learn more: Earn Program Settings
Change Management
If you've enabled User Profiles and Badges, consider these strategies to encourage adoption:
- Share the Your Guide to User Profiles support article with your employees.
- Educate employees on how to earn badges through recognition and earn programs.
- Highlight where badges will be displayed (on recognitions in the feed and on user profiles).
- Encourage employees to fill out their profile fields by communicating the benefits of connecting with colleagues and showcasing their achievements.
Improved Recognition Flow
The improved recognition flow offers powerful tools to make recognition more impactful. Consider enabling these optional features:
Set up Recognition Assistant
The AI-powered Recognition Assistant helps users find the perfect words for their recognitions by suggesting personalized and engaging messages based on past recognitions. This can significantly improve the quality and thoughtfulness of recognition messages.
- Click Enter Admin in the top navigation.
- Select Recognition then Programs from the left navigation.
- Click Recognition Programs.
- Select the Settings tab at the top.
- Toggle Recognition Assistant to "on."
- Accept the Consent and Privacy Notice.
- To enable for individual programs, edit a recognition program and navigate to the General tab.
- Under "Show Advanced Settings," ensure the Recognition Assistant is toggled on.
- Click Save Changes.
Learn more: Creating and Managing Recognition Programs
Set up Recognition CCs
Recognition CCs allow givers to designate other users (or even external email addresses) who should be notified when a recognition is submitted. This is beneficial for keeping key stakeholders, like managers or team leads, in the loop about important recognitions.
- Click Enter Admin in the top navigation.
- Select Recognition then Programs from the left navigation.
- Click Recognition Programs.
- Select the Settings tab at the top.
- Under "Advanced Settings," toggle Allow Others to Be Notified of Recognitions to "on."
- Optionally, enable Allow External Email Addresses and Enable Grouped Recognition Notification Email Option.
- Set a Grouped Notification Recipient Limit.
- Configure Exclude programs from allowing others to be notified as needed.
- Click Save Changes.
Learn more: Creating and Managing Recognition Program
Adoption Dashboard
The Adoption Dashboard provides powerful insights into your recognition program's performance. Setting monthly performance targets helps track and optimize your program's impact against specific goals.
Setting Monthly Performance Targets
- Click Enter Admin in the top navigation.
- Select Insights then Dashboard from the left navigation.
- Click the Settings tab.
- Select the Monthly Targets tab.
- Ensure the Enable Monthly Targets toggle is switched on.
- Enter desired target percentages for Login Rate, Recognition Given Rate, Recognition Received Rate, and Redemption Rate for the upcoming month.
- Click Save Changes.
Learn more: Adoption Dashboard
Awardco Mobile App
The mobile app is enabled by default for Awardco 2.0 clients. Review these settings to align mobile access and session security with your organization's policy. The app is for end-users only; the Admin UI is not supported on mobile.
Manage Mobile App Access and Session
Ensure your organization's login policies are configured for the new native mobile app.
1. Control Mobile App Login Access This setting determines if users are allowed to successfully log into the mobile application.
- Click Enter Admin in the top navigation.
- Select Platform from the left navigation.
- Click Advanced Settings.
- Scroll to the Account Settings section.
- Locate the Mobile App Access toggle.
- Set the toggle to ON (allow login) or OFF (restrict login).
- Click Save Changes.
2. Configure Mobile Session Expiration This security control dictates how often users must re-authenticate with your organization's standard login method (e.g., SSO, username/password). It's recommended to set this to a longer duration than your general platform session timeout for user convenience.
- Click Enter Admin in the top navigation.
- Select Platform from the left navigation.
- Click Advanced Settings.
- Scroll to the Account Settings section.
- Locate the Mobile Session Expiration field and enter your desired time frame (e.g., 365 days).
- Click Save Changes.
Change Management
Prepare your employees for the new mobile experience.
- Share the The Awardco Mobile App: Access, Features, and Settings support article with your end-users for installation and usage instructions.
- Highlight the value proposition of the app, such as quick Biometric Login (Face ID/Touch ID) and Real-Time Push Notifications.
Learn more: The Awardco Mobile App: An Admin’s Guide, Managing Awardco Mobile App Access and Session Expiration
If you have any questions, please contact Awardco Admin Support.