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Kudos Bulk Send & Upload

Updated yesterday

If you have the kudos bulk handout permission you'll be able to bulk send kudos to a large group of people such as a team. This permission also enables you to give kudos on behalf of someone else.

There are two options available for kudos: Bulk Send and Bulk Upload.

  • Bulk Send is ideal for sending kudos to a small team, as it requires manually entering each username.

  • Bulk Upload is perfect for larger teams, allowing you to upload a CSV file with a list of usernames for a more efficient process.

There is an additional option called Bulk Rewards if your organisation also uses Kudos Rewards. Bulk Rewards is a feature that allows users with the right permissions to quickly distribute the same Kudos and reward to multiple recipients by uploading a CSV file. Skip to this section.

If you are worried about cluttering the Hall of Fame when sending kudos in bulk, there is an option to create kudos that don’t appear in the Hall of Fame. This gives you full control over kudos visibility when sending them in bulk. Find out more.

How do I bulk send kudos?

  1. Go to the 'Manage' page on the web.

  2. In the Kudos section select 'Bulk Send'

  3. In the 'Send To' box you need to enter the list of usernames that you would like to send a kudos to. You can enter each username manually, pressing enter after each username, or you can copy and paste a list of usernames into the box. Each username has to be separated with a comma for example; Megan Bland, Ben Collier, Viktoria Webber, Ed Moore

  4. Select the Kudos type.

  5. Add an additional message to explain in more detail why you have awarded them the Kudos.

  6. If you are sending the Kudos on behalf of someone else you can select from the 'Sent From' dropdown who the kudos is from.

Press 'Send' in the top right when you're ready.

How do I bulk upload kudos?

  1. Go to the 'Manage' page on the web.

  2. In the Kudos section select 'Bulk Upload'

  3. Select the Kudos type. If you don't want the kudos to appear in the Hall of Fame be sure to select a kudos type that does not display in the hall of fame. Find out more.

  4. Add an additional message to explain in more detail why you have awarded them the Kudos.

  5. If you are sending the Kudos on behalf of someone else you can select from the 'Sent From' dropdown who the kudos is from.

  6. Prepare your CSV file. Your CSV file needs to contain a list of usernames, under the column header username, with a maximum of 2000. Once ready upload the file.

  7. Some validation checks are carried out on the file to check it meets the requirements. You'll be notified for example if any usernames are invalid. You can amend the file and re-upload.

Press 'Send' in the top right when you're ready.

How to hand out Bulk Rewards

To distribute rewards in bulk, users must have the following permissions:

  • Bulk Handout

  • Manage or Budget Holder

If a user has the correct permissions, they will see the Bulk Reward option on the Manage page.

Steps to hand out Bulk Rewards:

  1. Click the Bulk Reward button on the Manage page.

  2. Choose the Kudos you want to send.

    • All recipients will receive the same Kudos and message.

    • Add a message to accompany the Kudos.

  3. Select the sender of the Kudos + Reward.

    • This is the person or entity the reward will appear to come from.

  4. Choose the budget from which the reward will be deducted.

  5. Upload a CSV file containing the recipients and reward amounts.

    • The file must have two columns:

      • username

      • reward (amount)

  6. Validation will run on the uploaded file to check for various things including:

    • Invalid usernames

    • Budget availability

    • Column headers

  7. If errors are found, you’ll be notified. Edit the file and re-upload as needed.

  8. Once validated, you’ll see a summary showing:

    • The total reward value

    • The number of recipients

  9. When you're ready, click Send.

  10. Confirm when prompted.

  11. After sending, the rewards will be visible in the Reward Transaction Log.

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