Managing Multiple Wallets

Create and manage multiple redemption wallets with ownership, funding, and wallet criteria mapping.

Steps

1. View existing wallets

   Navigate to the Finance → Wallets section to see all configured wallets in your organisation. A global wallet exists for generic purposes by default.

2. Create a new wallet

   Click Create Wallet. Specify the wallet’s currency, name (e.g., USA Region), and the region or purpose it serves.

3. Assign wallet owners

   Add wallet owners — individuals who will receive notifications when the wallet balance drops below a specified threshold (e.g., below 10,000). This ensures accountability and proactive funding.

4. Add funds

   Add funds to the wallet as needed. Each wallet is independently managed, so different teams or regions can have their own funding.

5. Set wallet criteria mapping

   Use wallet criteria mapping to define rules for when a particular wallet is used. Rules can be based on:

   • User location
   • Cost centre
   • Business unit

   This determines which wallet gets debited when an employee redeems, without affecting the employee’s redemption experience.

6. Add more wallets or update criteria

   You can create additional wallets for different business units within the same region and add conditions accordingly. Existing rules can be edited at any time.

The wallet system only affects how funds are allocated on the admin side. Employees continue to see their earned points and redeem them as usual — the wallet deducted is determined automatically based on their profile.