Want to send an Award to someone outside Teamphoria? This step-by-step guide will walk through sending External Recipient Award.
Please note: In this tutorial, recognition awards are called Shout-outs. Each Teamphoria organization can name customize their award name, so yours may be different.
Step 1: Select the Recognition link in the side-nav, or select Send a Shout-out in the engagement links on the Activity Feed.
Step 2: Select the Send to External Recipients link underneath the Recipient field to reveal an External Award form.
Email and First Name are required to send an award to an External Recipient. Fill in at least those two fields. You can also send to additional External Recipients by selecting the +Additional Recipients link below the first forms field.
Once the form fields are filled in, make sure to select the green +Add button next to the External Recipient form to add them as recipients!
Want to send an award to a collection of different Team Members in Teamphoria, or a preset Group like Human Resources or Accounting?
Step 3: Once the External Recipient is added, choose the Award level of Silver, Gold or Platinum.
We encourage users to base the award on the amount of impact the individual has made. The monthly allotments below each award are there to help users decide the best level. A silver award would be tied to an action that held less impact than a gold award, and much less impact than a platinum award.
Step 4: Select the Impact and Core Value the chosen Team Member demonstrated if applicable.
Please note: Some organizations have this feature turned off, so you may not see these fields.
Step 5: Add an optional Thank You note to recipient in the field at the bottom of the page. Only the recipient will see this note.
Step 6: You can share this recognition with anyone in Teamphoria by adding multiple team members in the Share field.
Select the green Submit button to send your External Recipient recognition award!
That's it! You've now sent Recognition to an External Recipient within Teamphoria!