Managing Recognition Badges

IN THIS ARTICLE:
  1. The Basics of Customizing Badges
  2. How to Create and Edit Core Value Badges
  3. How to Create and Edit Specialty Badges
  4. How to Create and Edit System-Generated Recognition Badges
  5. Combining, Archiving and Deleting Recognition Badges

The Basics of Customizing Badges

Administrators can create unique recognition badges to reflect your organization's core values and culture.  We pre-populate a few badges with some universal values to help you get started.  You can edit an existing badge or create a new badge.

There are a few types of Recognition Badges:

  1. Core Value Badges: any user can give these badges
  2. Specialty Badges: you can control which users are able to give these badges
  3. System Generated Badges: you can set up automated (for things like service anniversaries)

To get started, click the drop-down by your name > and click "Administration" > Recognition >  Recognition Badges.

How to Create and Edit Core Value Badges

From within the Recognition Badge Manager, creating and edit Core Value Badges is easy.  

  • To create a new badge, click "Create New Badge" and follow the onscreen instructions.
    • Name your badge
    • Choose a standard icon from the font awesome library... or upload your own custom image (we recommend 200x200 px images)
    • Update the Tooltip Text (this shows up on-hover so users know what a badge means)
    • Leave the "Any User" default setting to give access to all users (or learn more about "Specialty Badges" below!)
    • Click "Create"!
  • To edit an existing badge, hover over a badge, click "Edit" and follow the instructions.
    • It's a lot like creating a badge. Just update the Name, Image or Tooltip and click "Save". Note: editing an existing badge will update all past recognition posts associated with this badge.
    • Re-sequence your badges: You can change the sequence of badges by clicking the four-arrows icon and dragging the badge into the order you want
    • Delete a badge: You can only delete badges that have never been used. If a badge is unused, you'll see a trash-can icon appear on-hover.  Click the trash can to delete the badge.

How to Create and Edit Specialty Badges

A Specialty Badge is any user-granted recognition badge that isn't available to all users. Why? Many organizations have specialized recognition that can only belong to a single employee at a time or that can only be earned by achieving something specific. Some examples might be an "Employee of the Month" an "MVP" or internal certifications or achievements.

Creating and editing Specialty Badges follows the same flow as creating a Core Value Badge.  

  1. From the Recognition Badge Manager screen, click "Create New Badge". (Must be logged in as an Admin to access this link)
  2. Choose a standard icon from the font awesome library... or upload your own custom image (we recommend 200x200 px images)
  3. Update the Tooltip Text (this shows up on-hover so users know what a badge means)
  4. Update the "Who can give this recognition" setting.  Current permissions can be granted to:
    1. Any manager (anyone with direct reports)
    2. Any Admin (anyone with administrative privileges)
    3. Specific Users (users you define)
    4. Some combination of the above
  • When you're done, click 'Create'

How to Create and Edit System-Generated Recognition Badges

Quantum Workplace Recognition can automatically trigger recognition based on date or activity triggers.  So far, we have built support for the following system-generated recognition triggers:

  • Anniversary Date (most popular!): Never miss another service milestone! You can use your employees' hire-date to trigger recognition.
  • Recognition Given Count: Help create adoption by recognizing individuals for giving recognition. For example, upon posting their 25th recognition and 100th recognition, you could recognize employees for making your culture great.
  • Recognition Received Count: We recommend caution about creating in-groups and out-groups based on the amount of recognition someone has received. That said, you might want to acknowledge employees that have crossed some major thresholds of recognition received (50, 100, 250?).

Creating a System-generated Badge:

  1. From the Recognition Badge Manager screen, click "Create New Badge". (Must be logged in as an Admin to access this link.)
  2. Choose a standard icon from the font awesome library... or upload your own custom image (we recommend 200x200 px images).
  3. Update the "How is this recognition given?" drop-down to "System Generated."
  4. Set the "Based on:" field to the trigger of your choice. If your creating Anniversary Awards, you'll select "Anniversary Date."
  5. Update the Recognition Text. Warning! This text will appear as the Recognition Post on all auto-generated badges. Once created, there's no way to bulk-edit the text of these past posts. 
  6. Click Create. Warning: Once you click "Create", the system will quietly* (see points below) sweep through existing users and backdate recognition based on when employees should have received it.
    • The system will backdate the post to the date upon which it would have happened.
    • The system will not post the recognition to the Home newsfeed. It appears on the Recognition wall but not the home newsfeed.
    • The system will not send email notifications and the user will not see bell alerts.

What happens next?  Every morning, the system will sweep through your users and generate badges based on the triggers you have setup.  

If there are other triggers you'd like us to consider for System-Generated Recognition, drop us a line!

Combining, Archiving and Deleting Recognition Badges

After you've been using recognition for a while, you may decide you want to modify your badges (for example, if you've updated your core values and want your badges to reflect those changes).  We have found that Administrators often want to do one of the following:

  1. Disable a badge: maybe you want to deactivate a badge but leave all past recognition posts associated with that badge.
  2. Remove a badge: maybe you want to re-categorize all past recognition posts associated with a badge and then delete the unused badge(s).
  3. Combine badges: maybe you want to merge multiple badges, re-categorize all past posts and then delete the unused badge(s).

Disable a badge

To disable a badge, hover over the badge you want to disable. A toggle to disable to badge appears. Once a badge is disabled, it will be grayed out on this screen.

Remove a badge & Combine badges

While these may seem straight-forward, they get complicated quickly.  As a result, we haven't extended these superpowers to Administrators (yet). If you're hoping to do any of these, please reach out to us!