What it is and what it's for#
Points are the currency of the programme: they are earned by taking part and spent in the store. Badges recognise milestones at no cost to anyone. Streaks reward consistency, not volume.
Badges, streaks and levels are configured per project. The store, surveys and peer feedback, on the other hand, are switched on or off for the whole company in the Modules block of Company settings. You can have points without badges, or badges without a store.
How to set it up#
Where points come from#
Every movement is recorded with its source. These are the sources:
| Source | When it adds | Where it is configured |
|---|---|---|
| Actions | On completing (or on approval of) an action. | On each action. See Journeys and actions. |
| Log-in | The first time someone opens the app each day. It rewards the habit. | On the company: Login points. |
| Late delivery | Takes a percentage off the points of an action delivered late. | On the company: Late penalty (%). |
| Surveys | On completing a survey. | On each survey. |
| Recognition | On receiving points from a colleague. | See Peer recognition. |
| Streaks | Each time someone completes the streak. | In Streak. |
| Team challenges | A bonus for those who completed the action, if their team achieves the challenge. | In Team challenges, with the Points multiplier. |
| Redemptions | They subtract when spending in the store. A cancelled order gives the points back. | See Store and redemptions. |
Points earned and balance are two different things. Each project's ranking adds up what was earned in that project; the store uses the balance (what is left after redeeming), which is a single one per person for the whole company. Spending in the store never moves anyone down the ranking.
Badges#
A badge is not granted by hand or by thresholds: a specific action awards it when the person completes that action. The badge itself is created with Add medal in Manage › Rewards › Badges (name and description in Spanish and English, picture and Active), and the action that awards it is chosen in Actions, in the Insignia (badge) field of the assignment step. A badge that no action awards is never earned by anyone: the list tells you how it is earned for each one.
The fields and steps are in Badges.
Streaks#
A streak rewards consistency: not how much someone does, but that they keep doing it. It is configured per project in Streak, with Edit: What it counts (weeks or days in a row with activity), the Goal (how many have to be strung together, between 1 and 60), the Bonus points the person earns each time they complete the streak and Streak on. Switched off, the streak card disappears from Home and no bonus is given; streaks in progress are not deleted.
Example: weeks in a row with activity, goal 3, bonus 25. Anyone who strings together 3 weeks in a row with activity gets 25 extra points.
Levels#
Levels are not created by hand: they are added automatically as more points come into play in the project, and existing ones never change. In Level ladder you set the rules the next ones are created with: Generate levels automatically, the Coverage (%) (what share of the points that can be earned the top level asks for), the Maximum levels (0 = no cap), the Medal colour and the Level names. Generate missing levels creates them straight away.
What the employee sees#
- On Home, the Points card with what they have available to redeem and its History, with each movement and where it came from.
- Under Your progress, their points, their completed actions, their Badges and Your level, with a link to see the ladder.
- Their current streak, on the Streak card on Home: how many weeks or days in a row they have and how far they are from the bonus.
- The project ranking, by people and by tribes, with their own position.
Frequently asked questions#
How many points should an action be worth?
What matters is the proportion, not the figure. A scale that works: 10 points for something that takes a minute, 25-50 for something that takes real effort, 100 or more for milestones. Set the store prices first and work backwards to how many weeks of participation each reward costs.
Can I award points by hand?
Points are generated by participation. If you need to recognise something outside the programme, the natural way is to do it with a peer recognition or by creating a specific action.
If I change the value of an action, are the points already given recalculated?
No. What has already been credited is not touched; the change only affects whoever completes it afterwards.
Can a badge be lost?
No. Once it has been got, it stays.
What happens to the streak of someone who is on holiday?
It breaks, like any other period with no activity. If that is a problem in your organisation, count weeks instead of days or lower the target.
Limits and warnings#
- A badge is not deleted: it is retired by unticking Active. And a badge that no action awards is never earned: the Without an available action filter in Badges finds them for you.
- Log-in points are configured for the whole company, not per project.
- An action pending approval has not given points yet. If a manager is slow, the person sees the action done but not the balance, and it is a common reason for complaints.
- Streaks need there to be actions available in every period. In a short journey, or one that has already finished, people lose the streak with no way of avoiding it.
- Raise the store prices before you raise the points on actions. Inflating points leaves the rewards being given away, and there is no clean way of withdrawing a balance that has already been earned.