FAQ: Recognition Budget (Administrator)
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      3. FAQ: Recognition Budget (Administrator)

      FAQ: Reallocating Points Within a Budget

      Once a budget is published, a Recognition Administrator can reallocate points from a user to the budget.

      For example:

      • If an employee leaves the company and is a part of the recognition budget, the Recognition Administrator can reallocate points so that they can be used by other employees.
      • Unallocated points in a published budget can be allocated to any user, such as a new employee, or other users in the recognition budget.
      • When a budget is archived, unallocated points will be added back to the Master Balance. 

      To reallocate points from a user, follow the steps below.

      Note: To follow the steps in this article, you must be a Recognition Administrator.

      Navigation

      Click the Modules menu and select Administration. 

      Admin Module

      In the Recognition section, click Points to expand the menu and then click Budget.

      RecognitionAdminBudget

      Reallocating Points 

      Click the budget title of the budget containing the user whose points you wish to reallocate.

      Rec Pts Budget - select budget - EDITEDClick the Ellipsis ... button in the Actions column and select View Allocated User Details.

      Points AllocFind the desired user by typing their name in the search field.

      Peer to peer bud-1

      Click the Ellipsis ... button and select Reallocate Points. 

      Reallocate

      Enter the number of points you wish to reallocate into the budget.

      reallocate points

      Click Reallocate. The points will be added back into the budget as unallocated points.