How to send an ecard with epoints
1. Select “Employees” in the “Recognise” section
The simplest way to do this is from the Recognition Manager overview screen (the first screen when you log in). You simply need to click “Employees” (1) which appears in the section titled “Recognise”. You can also access this using the menu on the left-hand side. Click on “Recognise” (2) and a menu will drop down. From here, you just need to select “Employees” (3).
2. Select and write your ecard
At the top of the screen, you will see how many epoints you have been allocated to share with your team.
Firstly, select which design of ecard you wish to send (1). If you hover over a design, a larger preview will appear.
Next, select a reason for sending your ecard from the drop-down menu (2) and enter a personal message (3) that you wish to appear within the ecard.
3. Select your recipients
You now need to let us know who you want to send your ecard to. To search for an employee using their name or email address, select “Search employee” (1) and type their name/email into the search field (2). Matches will appear as you type and you just need to click on them to add them (3).
Alternatively, click “Search department” (4) if you want to search by team. Type the department into the search field (5) and select the person you wish to send an ecard to (6). Alternatively, if you want to send an ecard to the entire team you’ve just searched, click “Select all” (7).
Once you’ve got your recipients selected, if you want someone else to be notified that this ecard has been sent, you can directly add their email address into the CC field below but this is an optional step and can be left blank.
4. Add your epoints and send
To send an ecard with epoints, select “Add epoints” (1) from the options and enter how many epoints you would like to be awarded in the field below (2) – this amount will go to each recipient if you are sending your ecard to more than one person.
Note: Your company has set up minimum and maximum levels for epoints that can be given with an ecard – you will receive an error if you fall short of or exceed these levels. Additionally, you will receive an error if you try to award more epoints than you have.
Once you’re happy, check the summary text below which will clarify how many epoints you are sending to each person and in total. If everything is OK, click “Send” (3).