Issue bulk incentives and add EINs in the column next to employee ID and amount to indicate which charity the incentive should be auto-redeemed to at the time of issuance.
Ability for wider usage of Incentive feature for large groups of employees who are not required to login and take action, but the incentive needs to be recorded and funded. Or in the instance where there are targeted initiatives to benefit certain highlighted organizations - bulk issue to participants in initiatives. Choice whether to send an email (with option to add custom message) at time of issuance/redemption should be present.
Noting: Auto-redeem functionality exists in legacy PAC match where manual causecards can be auto-redeemed to charities that are added within the import template. Customers want same ability in manual Incentives. Especially if PACmatch is going to be added to Incentives, auto-redeem needs to be there clients will not adopt if they will lose functionality.
Client Name | Boeing, Santander Bank |