Creating groups to organize your employees can help with setting budgets for reward spending. If you already have groups and are looking to set budgets for them, check out this help article.
If you don't have groups set up yet you'll be directed to the below page when you navigate to the Admin tab, select Roster from the lefthand sidebar and then click Groups.
Your first step will be to make sure every user in your roster has a Department assigned. If your company has an HRIS integration with Wishlist the department updates will need to be made directly in your system rather than in the roster.
You may need to first make bulk changes to your roster in order to do this. Once your roster is up to date with departments, you will navigate back to the Groups page above and select Enable Groups.
You will then need to configure your groups by assigning a Group Leader to each, and adding an Alias if you wish. As Group Leader, you will be responsible for approving rewards for members of your group if they require approval. You can even toggle off different groups if you need to. To finalize groups click Enable Groups.
Note: If you have Group Budgets & Approvals set up, the first layer of approval defines where the budget deduction occurs, whether it is from the reward sender's individual budget or the reward sender's Group budget. If you want reward spend to be deducted from the Group budget, make sure to select "Sender's Group Leader" as your first layer of approval. See this article for more information.