For your Awardco platform to operate smoothly, sufficient points to cover employee recognitions must be loaded into the platform. Your Awardco Implementation Consultant will take care of the addition of your initial points in your platform when you launch, but the subsequent addition of points will fall to your administration team. The following guide explains why it's important to know what invoicing structure you're on and how to load points into your platform.
Note: This method of adding points only applies if you are billed on Points Awarded. If you are on our Customer Managed invoicing method, please reference the Billing Page article for instructions on how to add funds and points simultaneously.
Adding Points to Your Platform
Adding points to your platform is a straightforward process once you understand how you are billed. To begin, log into your account, navigate to the Admin portal, click on the Budgets tab, and select Add Points in the Points Summary. You're also able to click the dollar sign icon at the top right of the screen; from there click Add Points on the Point Management page.
You will be then be asked to enter the number of points you would like to add to the platform (if you selected the dollar icon you will be brought to the Point Management page where you will need to click Add Points). Enter a value in either the points or funds boxes and the equal value will automatically be filled in the other corresponding box. For your convenience, your platform's point to currency ratio is displayed directly below these boxes.
Once you have entered the amount of points you would like to add to your platform you will be required to attach a note to the deposit. We highly recommend being as detailed as possible when creating this note. Over the life of your account, the past deposits table on the Point Management page will become quite full and the details left in this note will be helpful should any questions about a deposit arise. After you've completed the form click Add Points, and confirm the deposit.
Once you have successfully added the points to your account, you will see the newly deposited points in the Company Account line under the Points Summary in the sidebar. From here, navigate to the Budgets tab to distribute your newly deposited points. For instructions on budget management, please visit our Managing Budgets article.
Note: If users are able to purchase points for redemption, each instance where a user has purchased points will display on this page with the note field blank.
If you have any questions, please contact Awardco Admin Support.