Recognition badges are a great way for employees to categorize their recognition of colleagues.
In this article:
- Overview
- Requirements
- Access Badges Menu
- Create a New Badge
- Manage an Existing Badge
- Upload Custom Badge Icon
Overview
Recognition badges are a great way for employees to categorize their recognition of colleagues. Badges can also tie Recognition posts into organizational values and awards.
Watch a webinar recording on how to create Recognition Badges.
Requirements
- Available to full admin users
Access Badges Menu
To access the Recognition Badges menu:
- Click and expand Administration in the left-hand navigation menu
- Click Recognition
Create a New Badge
Create custom badges to award actions that exemplify your organization's values and culture.
User-Granted Badges
User-granted badges allow employees to select the badge when giving Recognition, assuming they have access.
To create a new user-granted Recognition badge:
- From the Recognition Badges menu, click New Badge in the top-right
- Toggle if the badge is enabled/disabled (Figure A)
- Enter a name for the badge and the context or significance of the badge (Figure B, C)
- Leave User Granted selected (Figure D), learn how to create a System Generated badge
- Select the visual icon for the badge (Figure F)
- Click Save
System-Generated Badges
System-generated badges are automated and generate Recognition according to the configured settings. Useful scenarios include recognizing employees based on tenure or when the employee receives a specified number of Recognition posts.
To create a new system-generated Recognition badge:
- From the Recognition Badges menu, click New Badge in the top-right
- Toggle if the badge is enabled/disabled (Figure A)
- Enter a name for the badge and the Recognition text of the badge (Figure B,C)
- Leave System Generated selected (Figure D), learn how to create a user-granted badge
- Expand the Based On drop-down to select the criteria for the automated Recognition, i.e. Recognition Given Count, Anniversary Date, etc. (Figure E)
- Specify the criteria threshold, including Trigger Number and/or Period Type, to trigger the automatic Recognition (Figure F)
- Select the visual icon for the badge (Figure G)
- Click Save
Manage an Existing Badge
Edit and manage an existing badge's settings.
Edit Badge Settings
To edit an existing badge:
- Access the Recognition Badges menu
- Click the badge's corresponding edit icon
- Make the necessary edits
- Click Save
Rearrange Badge Order
Rearrange the badge order to customize the order in which the Recognition badges are displayed.
To rearrange badge order:
- Access the Recognition Badges menu
- Click-and-drag the badge's ⋮⋮ icon to rearrange the badge to the desired order
Enable & Disable a Badge
To toggle a badge on/off:
- Access the Recognition Badges menu
- Click Enabled or Disabled for the corresponding badge to toggle the badge on/off
Add & Manage Badge Translations
To add & manage badge translations:
- Access the Recognition Badges menu
- Click the badge's corresponding edit icon
- Badges with missing translations are indicated by a warning icon:
- Badges with missing translations are indicated by a warning icon:
- Click and expand the Languages drop-down menu; select the language missing translations (Figure A)
- Use the English text for the badge name and tooltip (Figure B) as a reference
- Enter the translated text for the Name and Tooltip Text field
- Click Save
- Repeat steps 3-6 for each language missing translations
Upload Custom Badge Icon
For best results, custom badge icons should be a square JPG or PNG file, and at least 200 x 200 pixels.
To upload a custom badge icon:
- Access the Recognition Badges menu
- Click the badge's corresponding edit icon or New Badge
- Click Upload Custom Badge
- Upload a JPG or PNG file
- Select the uploaded badge icon
- Click Save