Configuring Engagement Settings

May 24, 2025

Purpose

The Engagement Settings page allows admins to:

  • Enable features like Organizational Mood Tracking
  • Set up Reward Entitlement Rules (e.g., punctuality, attendance)
  • Define Reward Redemption Conditions
  • Manage Reward Categories (e.g., Peer Recognition, Goal Achievement)

This section ensures employees are rewarded consistently and in alignment with company engagement goals.


Steps to Configure Engagement Settings

  1. Login as Admin
  2. Navigate to Engagement Settings
    • Go to: Control Panel → Settings → Engagement
  3. Enable Organizational Mood Tracking (Optional)
    • Toggle the setting to allow employees to share how they feel daily
    • Once enabled, the Mood Selector will appear on employee dashboards (options: Very Bad, Bad, Neutral, Good, Great)
  4. Configure Reward Rule Entitlement
    Scroll down to find the Reward Rule Entitlement section: Key Rules You Can Set:
    • Presence Entitlement:
      • Automatically credit points based on monthly attendance
    • Late Entry Penalty:
      • Deduct points for repeated late arrivals
    • First Punch Time Entitlement:
      • Encourage punctuality with rewards
    • Custom Tag-Based Rules:
      • Apply rules only to specific employee groups (e.g., new joiners, interns)
  5. Configure Reward Redemption Rules
    Under the Redemption Rules section:
    • Define Minimum and Maximum Redeemable Points per month
    • Choose Redemption Mode:
      • Payroll – integrates with salary
      • Voucher – manual reward handling
  6. Define Reward Categories (Optional but recommended)
    • Click the Reward Category button at the top-right
    • Add categories such as:
      • Team Collaboration
      • Innovation
      • Goal Achievement
    • Assign monetary or symbolic value per point
    • Set visibility and rules for each category
  7. Click Save
    • Review all entries and click Save to apply your configuration

Outcome of These Settings

  • The system will now automatically:
    • Track attendance and behavior-based rewards
    • Allow employees to redeem earned points based on defined rules
    • Record and visualize mood data in the Engagement Analytics Dashboard

Tips

  • Always define at least one reward rule or the system won't calculate any points
  • Use “Test Employees” to simulate redemptions and rule-based crediting before rolling out
  • Use reward category filters to differentiate between types of contributions