Manage Award Budgets
Learn how to allocate budgets, create manually and automated budgets.
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17. Empuls Academy - Allocate Budgets
P
Product Marketer@Xoxoday
Updated: Apr 15, 2025
Description
Click through a step-by-step, interactive demo walkthrough of Empuls.
Steps
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Manage Award Budgets
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Click on Recognize.
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After, click on "Reward Budgets".
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View the list of all budgets under My budgets tab.
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View your teams budget here.
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Here, you can view all the budget owners, the names of budgets assigned to them and the current balance. You can also view the Budget utilization data.
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Select the view using drop-down menu.
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Once that's done, click on "Manager".
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Click Your Team.
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Video step
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Click on the element.
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Select the calendar dates.
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Filter the options.
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Select the fields based on your requirements and apply.
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After that, click on "For sales".
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Afterwards, click on "Engineering".
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Following that, click on "APPLY".
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Download the utilization data by clicking on the download icon.
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Next lets walk you through creating manually distributed budgets for awards. Click on Create Award and select the manual distributed budget option.
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Click on Manually Distributed Budget.
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Click on Proceed.
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Add the Budget Details
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Add the Budget details starting with the budget name.
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Select the award to link this budget to using drop-down menu.
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Add the award description.
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You can set the validity period for this budget.
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Next step is adding points to this budget. Once done, click on add points and proceed.
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Add users to share the budget.
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Video step
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Video step
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You can distribute the points among users by clicking on Distribute Points.
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Click on Send Awards to send awards to a colleague.
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Points can be added or deducted to the point balance by hovering over to the plus and minus symbol next to the budget holders name.
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Here, you can add to the particular user, and the will be deducted from the spot awards budget balance.
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Click on "Automate Budget".
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List of all the automated budgets is mentioned here. Start by clicking Create New Automated Budget.
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Next, click on "Let's begin".
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Add the Budget Details as a first step.
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Add the budget name and description.
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Using drop-down option select the awards you want to link to this budget.
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Video step
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Choose allocation type.
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Once that's done, click here.
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Add the points to be distributed per run.
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Click here.
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Select the recipients for the budget. You can share it with everyone on the team or with some specific people. This would depend on the type of awards you are linking to the budget.
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Select either everyone or specific users.
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Use filters.
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Review and click on "Save and Continue".
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Video step
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The last step is adding the cadence of distribution, which will define the start date, how many repeats of the budget distribution and the number of times it happens.
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Click on "Select interval".
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Click on "1st of every Month".
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Review settings.
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Once done, click on confirm and create the automated budget.
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Step 56