Manual & Automated Gifts

Set up one-time manual gifts and automated gift workflows for birthdays, anniversaries, and more.

Steps

Setting Up a Manual Gift

1. Navigate to Gifts

   Go to Reports and Admin → Gifts → Manage Gift → Create a Gift.

2. Choose gift type

   Select Manual gift. Then either choose a pre-set event from your account or create a new custom event (e.g., a birthday event). Select an image from the icon library or upload your own.

3. Select reward type and points

   Choose the reward type: assign points or curate a merchandise collection. Set a fixed or range value for the points (e.g., 100 points).

4. Set permissions and recipients

   Specify who can send this gift (super admins, general admins, managers, employees, or everyone) and designate who receives event notifications. Click Finish Setup.

5. Send the gift

   Go back to the Gifts page, click the gift icon → Send Gift → select the gift. Add recipients by name, email, or CSV upload. Review the points deduction and click Send.

Setting Up an Automated Gift

1. Navigate to Automated Gifts

   Go to Gifts → Manage Gifts → Create Gift → Automate → Create Now.

2. Choose the occasion

   Select the occasion to automate — birthday, work anniversary, new team member welcome, etc. Click Continue.

3. Enter gift details

   Add the greeting name and description. For work anniversaries, specify the number of years after which the gift is triggered. Optionally notify others about the event.

4. Set the reward and certificate

   Choose reward type (points or products). Set the points value. Optionally attach and customise a certificate template.

5. Compose the message

   Write the gift message and update the gift image if needed.

6. Define recipients and confirm

   Choose eligibility (all users or selected individuals). Review all configurations and click Confirm to complete setup. The gift will be sent automatically using your HRMS data.