This article is for the Super Admin and Admins.
First, go to Settings and ensure that under 'Budget Recurrence' you have 'Every Month' selected.
You can create a budget any time by going to Manage > Budgets, selecting 'CREATE A BUDGET', and following these steps:
1. Select your budget format, either 'By Individual' or 'By Role'. This allows you to either set-up the budget for specific employees or for a specific role (e.g. Team Leads).
2.1 If you selected 'By Role', then the next step is to select the targetted role the budget applies to.
For example, if you select 'Team Lead', then you can apply this budget to the leads of all teams or to only the certain teams you select. The same way, if you select 'Team Member', the budget you create will be allocated to all the members of the teams you selected.
Remember, this only applies if you have created at least one team.
2.2 If you selected 'By Individual', then you can select all employees or only certain employees you'd like to give a point budget to.
3. Enter the amount of points for this budget. These are GiveAway Points and can only be used for recognition or as campaign awards. For example, if you create a budget of 25 points per month for regular employees, these can only be used for recognizing other co-workers. Employees cannot use their GiveAway point budget for redemption.
4. Select the end date or select 'Never' if you want the budget to recur for as long as you use Qarrot.
E.g: If you select 'Last recurs on 1st of May', the budget will be given one last time on May, 1st.
Important: You can add, edit, and delete monthly budgets any time.