How To Assign A Budget And Reward Threshold For Individuals And Groups

Assigning budgets and groups can be a helpful hands-off way to allow members of your company to send rewards themselves. This is especially important if your company uses the Open Dollar spot reward feature so that employees are limited in the maximum amount they can send in total and per reward. You can set up individual budgets, or create groups and assign budgets for the entire group. See the steps below depending on what type of budgets you'd like to create.

Individual Reward Sender Budgets:

The first step you will take is clicking on the Admin page in your Wishlist portal (Note: You will need Program Admin access to complete this). From the Admin page go to the Settings tab.

In the Settings tab, you will go to the Rewards Budget tab and type the user you want to edit into the Check Rewards Budget Set For box. 

Alternatively, you can access this same page from the Admins list on the Admin page. If you click on the "..." next to any user you'll see an option to Set Budget. 

In a budget page for an individual admin, you can choose from three different budget options:

1. Recurring Budget: This is a budget for a set period of time that repeats. You can choose between monthly, quarterly, biyearly, or yearly. You also have the option to allow an unused amount of the budget to rollover at the end of a set duration.
2. Manual Budget: This is a budget that has no time limitations. The individual will be able to use the set budget until they run out of funds at which point you can choose to allot more to them or not.
3. Unlimited Budget: This is exactly what it sounds like! The limit does not exist.

For all budgeting options, you can enable a threshold or maximum amount per reward. You can allow an individual to send a reward beyond the threshold barring approval from a specified approver. 

Group Budgets:

Similarly, the first step you will take is clicking on the Admin page in your Wishlist portal (Note: You will need Program Admin access to complete this). From the Admin page go to the Settings tab.

In the Settings tab, you will go to the Rewards Budget tab and toggle to the Groups tab. Type the group you want to edit into the Check Rewards Budget Set For box. 

Alternatively, you can also access this same page by going to the Admin page and the Groups tab. You can click on the "..." and then Set Budget to navigate to the page for that group's budget.

For Groups you will also have three options for setting budgets:

1. Recurring Budget: This is a budget for a set period of time that repeats. You can choose between monthly, quarterly, biyearly, or yearly. You also have the option to allow an unused amount of the budget to rollover at the end of a set duration.
2. Manual Budget: This is a budget that has no time limitations. The individual will be able to use the set budget until they run out of funds at which point you can choose to allot more to them or not.
3. No Budget: This is exactly what it sounds like! The group does not have a budget to spend on rewards. In order to send rewards, individuals will need their own budget set.

For options 1 and 2, you can enable a threshold or maximum amount per reward. You can allow an individual to send a reward beyond the threshold barring approval from a specified approver.

Don't have groups but want to set them up for your company? Check out this article. 

Note: If Group and Individual Budgets are set up simultaneously, Group Budgets trumps Individual Budgets.

Note: If you have 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. See this article for more information.