How to allocate epoints to departments
1. Select “Grant Departments” under “Points Allocation”
The simplest way to do this is from the main dashboard (the first screen when you log in). You simply need to click “Grant Departments” (1) which appears in the box titled “Points Allocation”. You can also access this using the menu on the left-hand side. Click on “Points Allocation” (2) and a menu will drop down. From here, you just need to select “Grant Departments” (3).
2. Allocate points to departments
You are now able to allocate points to departments as required. At the top of the screen, you will find the total points you have available to allocate (1).
To allocate to a department, select “Allocate” (2) next to the relevant department. This will open a text box (3) where you can enter how many points you wish to allocate to this department. If you select the wrong department, click “Cancel” (4) which will remove them from the allocation.
You should add a reason (5) for allocation so that the department head is aware of the purpose of this allocation. Finally, you will see a summary of your allocation activity at the bottom of your screen (6), indicating points quantity and value you are giving out. Once you’ve reviewed this and are happy, press “Save”.
A pop-up will require you to confirm your points allocation. Once confirmed, the page will refresh and a message stating “Your points have been allocated” will appear in the top right-hand corner. The department head will also receive an email informing them that points have been allocated to their department.
- If you’ve allocated more points than you have available, the summary text (6) will turn red and you will be unable to click “Save” (7) until you have remedied this.
3. View previous points allocations (optional)
If you wish to view the history of points allocations within your company, select “Departments” (2) under “Allocation History” (1) from either the dashboard or the left-hand side menu. There is also a “History” button in the top right-hand corner of the screen once you’ve allocated points.
This will load a screen showing the total number of allocations, the total quantity of epoints that have been allocated and the value of these epoints. You will also find a table detailing each individual allocation, who it was sent from and to, the reason for the allocation as well as the quantity and value of epoints awarded.
You can also filter these results using the search features (3). Here you can search for allocations made between specific dates, for allocations sent with a specific points quantity or points value or reason, by sender or recipient department. If you make a mistake at any point, start over by clicking “Clear”. Once you’ve set your criteria, click “Search” and the overall figures at the top of the page as well as the listed results below will refresh to show only results matching your criteria.