What are Kudos Rewards?
Kudos Rewards is an optional add-on for Ocasta Engage that allows you to assign teams a budget for giving recognition (Kudos) paired with a monetary reward. Employees can then redeem these rewards at multiple retailers.
If you're already using Ocasta Engage and are interested in adding Kudos Rewards to your organisation, just contact us at support@ocasta.com and a member of the team will be happy to help.
Getting Started with Kudos Rewards
To begin using Kudos Rewards, you'll first need to decide which roles within your organisation should have access to reward-related features. You can assign permissions to existing roles or create new ones, depending on your needs.
There are three types of permission available. A role can have any combination of these:
Audit
Allows users to view the rewards transaction log.
This log is accessible via the Manage page on the web.
Manage
Enables users to create reward budgets.
Users can assign budget holders to specific budgets and archive budgets when they are no longer needed.
Budget Holder
Allows users to give out rewards along with Kudos messages.
They can only issue rewards from the budget they've been assigned to.
In addition, there is a separate permission called:
Kudos Bulk Handout
Gives users the ability to upload a CSV file containing a list of recipients and the corresponding reward values.
This is useful for distributing multiple rewards efficiently at once.
How to create a Budget
Make sure you have Manage permissions (see above for details) to allow you to create a budget..
Go to the Manage page on the web.
From the menu, select Budgets. This will take you to a list of all active budgets.
In the top right corner, click the Create Budget button.
Enter a unique name for your budget. Duplicate names are not allowed.
Add a brief description. This is optional.
Enter a starting balance for your budget. You can top it up later if needed.
Click Create to finish.
Your new budget will now appear on the Active Budgets page.
How to Add Budget Holders to a Budget
Ensure the user you want to assign has Budget Holder permission. Without it, they cannot be added to a specific budget.
On the web, go to the Manage page.
From the menu, select Budget Holders.
You’ll be taken to a list of all current budget holders and their assigned budgets. Use the filters at the top to search for a specific budget or user if needed.
Click Add Budget Holder in the top right corner.
In the pop-up window, start by selecting the budget. Begin typing the budget name and select it from the list.
Next, select the user you want to assign to the budget. Start typing their name and choose them from the list.
If the user is already assigned to a different budget, you’ll receive a warning — a Budget Holder can only be assigned to one budget at a time.
Select Add to Budget. Once assigned, the user will be able to issue rewards from that specific budget only.
How to Hand Out a Reward
After budgets are created and budget holders have been assigned, rewards can be handed out. Budget Holders or Reward Managers can attach a reward when giving Kudos.
Go to the You page and, in the Kudos section, select Give Kudos.
Just like sending a regular Kudos, select a recipient and choose the type of Kudos you want to send.
Enter your Kudos message.
Budget Holders will see a checkbox to attach a reward. Check this box to reveal more options.
Select the budget from which the reward will be given.
Budget Holders will only see the budget they’re assigned to.
Reward Managers can select from any budget.
Enter the amount you want to award.
Review all details, then click Send to hand out the Kudos and reward.