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Manage Your Employees' Earned Balances

Learn how to view an employee's current earned balance, deposit and remove points from their earned balances directly.

Last Updated: May 19, 2026

In this article:

Overview

Manage employee earned balances by depositing extra points, removing points to correct mistakes, or doing bulk updates via CSV. You can also send notification emails when adding points.

Add or Remove Points (Individual Employees)

  1. Click Recognition
  2. Then select your profile picture and click Admin
  3. Click 'Allowances & balances'
  4. Click 'Earned Balances'
  5. Click the blue 'Add or remove' button
  6. Enter the point amount (use negative value to remove, e.g., -100)
  7. To add swag points, check 'Make this swag points'
  8. Select at least one employee
  9. Enter an optional reference message (recommended for record-keeping)
  10. If depositing, choose whether to send notification email
  11. Click 'Update balance'
  12. Update may take a few minutes to appear in the table

Important: This adds/removes points to existing balance. If an employee has 100 points and you add 100, they'll have 200. If you remove 100, they'll have 0.

Add or Remove Points (Bulk CSV Upload)

[Screenshot: CSV upload confirmation screen]

  1. Click Recognition
  2. Then select your profile picture and click Admin
  3. Click 'Allowances & balances'
  4. Click 'Earned Balances'
  5. Click the 'Download' icon to download the CSV template
    1. Template includes all employees; remove or leave blank those you don't want to update
      1. In the 'points' column, enter the desired values (different amounts per employee are fine)
      2. Do NOT change employee email addresses
  6. Save the CSV
  7. Click 'Add or remove'
  8. Select your saved file
  9. Review the confirmation screen and make any last-minute changes
  10. Enter an optional reference message
  11. Choose to send notification emails if depositing
  12. Click 'Update balance'
    1. Update may take a few minutes to appear in the table

Key Guidelines

  • Deposits take effect immediately
  • Use negative values to remove points (e.g., -50)
  • Leave blank to skip an employee
  • Notification emails are only sent when adding points, never when removing
  • All transactions are recorded in your historical activity table

Frequently Asked Questions

Can I send a notification email when removing points?
No. Notification emails are only sent when adding points. If you remove points and want to notify the employee, do so separately.

What if I upload the same CSV twice by accident?
Both uploads will process. Check your activity history to see duplicates and manually adjust if needed.

Can employees see the history of deposits and removals?
No. Only admins can view the full historical record of earned balance changes.