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Add Request Vetting Functionality to Incentive Redemption Flow
Currently, when redeeming an incentive, an organization that is not vetted will just reflect, "Not Accepting Donations", with no ability to start the vetting process for that organization. Incentive functionality should mirror Give functionality, ...0 Reviewed: Voting Open
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New Hire Cause Card Automation
Betty Crowe completing this on behalf of a client. Client has a program whereby Causecards are sent to new hires 90 days after hire. We'd like to automate this for efficiencies.1 Reviewed: Voting Open
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Add Program Name and Rule Name to the Incentive Job Summary review window
Add the Program Name and Rule to the Job Summary window and to the report that is downloaded. These are critical elements to ensuring the incentive is issued to the correct program and rule. Since the process to revert incentives is difficult, the...1 Reviewed: Voting Open
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On Volunteer Grant Emails, include name(s) of volunteer activity
On Volunteer Grant Emails, include names of volunteer activity. Right now, the text for Volunteer Grant Approved (1003) lists the grant program and organization name, but it doesn't list the name of the volunteer event or individual activity the h...0 Reviewed: Voting Open
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When approving incentives, if you have more incentives to approve than what fits on one page (25), it only approves that page and you can still have unapproved incentives that you didn't know about. Please have an "Accept All Pending" option instead of just those on the page.
I just found a bunch of unapproved incentives and I'm glad I found it before the end of the year! I am kind of shocked that clicking "accept all" doesn't actually accept all of them and just does that page.0 Reviewed: Voting Open
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Add a "Budget" column to the invoice summary .xls and/or new activity dashboard
We take the time to build out budgets to help track specific teams' incentives. It would be great to carry this forward to the invoice summary .xls so it is fully usable when we pay an invoice across different internal budgets.0 Reviewed: Voting Open
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Dollars For Doers Triggered by number of events participated in
Right now, Dollars for Doers can be manual or triggered by volunteer hours. Would love the ability to have a reward triggered by the number of events a volunteer participates in. -
Admin Notification for Incentives needing approval
Not found in email library, notification to managers that incentives are pending approval.0 Reviewed: Voting Open
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Selecting of hours for incentives - take it away or make it more clear
Employees are constantly confused at this point of the redemption process (photo attached). Even with the instructions currently on the page, i have consistent outreach centered on confusion on how to proceed. No one notices the check box next to ...0 Reviewed: Voting Open
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Make the incentives page less confusing
Having an opportunities section and an "other opportunities" section when you only have 1 incentive program running is very confusing -- folks think they can earn multiple grants. The secondary "other opportunities" box is not needed and creates m...