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Contents of this article are applicable to the following users

Tier: NA

Product: EngageAny

Platform: Web

Access Level: Owner & Manager

Increase workplace performance with gamification by setting up challenges where employees can participate to win and earn coins! With those coins, employees can redeem various rewards from the Reward Catalogue. Learn more about the Rewards module here!

EngageAny is currently an exclusive feature, please contact our sales or drop us an email at [email protected]

This article will explain to you how to create and manage new challenges and view their progress. Learn more about how employees complete these challenges here.

This guide will cover the following:


Creating a New Challenge

To access the Challenges Dashboard, select Engage > Challenges.

1) To create a new challenge, simply select “Create New Challenge”.

2) Fill up the general information for the challenge. Once done, select “Next”.

If you need to create recurring challenges,

3) Toggle on "Recurring Challenges"

4) Fill “Repeat”

5) Fill “Challenge Starts”

6) Fill “Challenge Ends”

Variable

Description

Repeat

Determine how often recurring challenges run. There are two options:

  1. Weekly:

    • Recurring challenge will run on weekly basis

  1. Monthly

    • Recurring challenges will run on monthly basis, from the first until the last day of a month

Challenge Starts

Determine the starting date when recurring challenges run.

Challenge Ends

Determine when recurring challenges end. There are two options:

  1. Never

    • Recurring challenges will never end (keep running)

  2. After

    • Recurring challenges will stop after certain number of weeks or months, depending on the chosen repeat option

7) Select a Goal Type and Reward Type.

Here are some of the Goal Types you can set up:

Goal Type

Description

Number of Shifts

Challenge based on the number of shifts the staff successfully clocks in and clocks out.

Recommended settings:

Set the number of shifts based on your organisation’s goals.

Set the number of shifts during a certain period of time.

Punctuality

Challenge based on the staff’s punctuality, which is based on an employee’s time clock.

Punctuality-based challenge has two types:

  1. Number of occurrence: The total number of shifts that an employee should be punctual within a certain period of time.

  2. Percentage : The ratio of the total shifts that an employee should be punctual within a certain period of time.

Have other goal types in mind? Reach out to us via Intercom!

Apart from selecting a goal type, you need to select a Reward Type too. Here are the different Reward Types:

Reward Type

Description

Coins

Rewards employees with coins to be spent on Rewards Catalogue.

Rewards from Catalogue (Coming Soon)

Rewards employees with a reward from the catalogue.

Off In Lieu (Coming Soon)

Reward employees with a Off In Lieu

8) After selecting a Goal Type and a Reward Type, set the rule for the challenge.


Number of Shift Challenge

9) To set up a challenge with Number of Shift, click “Goal Type” and choose “Number of shifts”

Recommended Rule Setting

Number of Shifts

  • Set the number of shifts based on your organisation's goals.


Punctuality Challenge

10) To set up a challenge based on punctuality, click “Goal Type” and choose “Punctuality”. There are two options for punctuality challenge: (1) Number of occurrence; and (2) Percentage.

Recommended Rule Setting

Punctuality

  • Number of occurrence:

    • Set the number of occurence based on your organisation’s goals

  • Set the punctuality percentage rate

    • Set the rate as high as possible in order to boost your staff’s performance. We recommend to set 100% punctual.

Number of Occurrence

11) Choose “Number of Occurrence” from the radio buttons. Pick a relevant reward type that suits your needs.

12) Set the criteria for the challenge, based on the accumulation of the shifts that your staff have to achieve to get the reward.

Percentage

13) Choose “Percentage” from the radio buttons. Pick a relevant reward that suits your needs.

14) Set the criteria for the challenge, based on the percentages of total shifts that your staff have to achieve to get the reward.

15) After setting up goal type and rule, click “Next” to proceed to the next steps

16) Select the participants for the challenge. You can search for a staff, set filters and sort the table based on the columns in the table. Once done, select “Publish” to set the challenge live or “Save As Draft” to save it to drafts.

Note: we recommend that Full Timers and Part Timers participate in different challenges respectively.

17) A confirmation popup will appear informing you that once the challenge has been published, all participants will be notified. Select “Publish” to confirm.


Challenges Dashboard

Note: Only Owners and Managers can view the Challenges Dashboard.

The top section of the dashboard, “Latest Challenges”, shows the 3 latest ongoing challenges.

The bottom section houses a table of Challenges under the following categories:

  • Active: Challenges that are currently live or published but have yet to start

  • Ended: Challenges that have ended

  • Drafts: Challenges that were saved as drafts

Each card represents a challenge and each challenge has the following information:

  • Title

  • Goal Type

  • Challenge Time Period

  • Participant Info

  • Challenge Status

  • Progress Bar (Based on the period of the challenge)

If you need to monitor active recurring challenges.

  1. Go to Engage > Challenges

  2. Click “Active”

  3. When there are active recurring challenges, cards, with recurring challenges, will have additional icon entitled “Recurring”

If you need to monitor upcoming recurring challenges.

  1. Go to Engage > Challenges

  2. Click “Pending”

  3. When there are pending recurring challenges, cards will have addition icon with title “Recurring”

Viewing Challenge Progress

You can find out more about the challenge by clicking “Find out who is doing well in this challenge!”.

You will be redirected to the Challenge Page where you can view the participants’ ranking, the status of their current progress, and the coins earned.


Managing Participants

Note: Only owners and managers can manage participants in a challenge.

To make changes to the list of participants in a challenge, follow these steps:

1) On the Challenge Page, select “Manage Participants”.

2) To add a participant to the challenge, simply check the box beside the name of the staff you want to add.

To remove a participant from the challenge, simply uncheck the box. To process, click “Next”.

3) A confirmation popup will appear for you to check through the list of added/removed participants. Click “Confirm” to finalize the changes.


Ending an Active Challenge

Note: Only owners and managers can end an active challenge.

There are 3 ways to end an active challenge: (1) end of challenge’s period; (2) owner/manager interruption; and (3) time clock settings update

End of Challenge's Period

An active challenge typically ends when the challenge time period has been completed. Only when the challenge has ended, will the rewards be awarded to the employees who hit the goal of the challenge.

Owner/Manager Interruption

If you need to manually end the challenge before the cycle ends, click “Find out who is doing well in this challenge!” to go to the Challenge Page.

On the Challenge Page, select “End Challenge”.

A confirmation dialogue will appear, click “End”, in order to end the challenge earlier than its designated end date.

Note: When you end a challenge early, participants who have hit the challenge requirements at the time the challenge was ended will get the coins.

Timeclock Settings Update

Note: This will only affect active challenges with punctuality as the goal.

Challenges that have punctuality as a goal are sensitive to change in the timeclock settings. Therefore, in order to prevent the inconsistency of punctuality data between timesheets and challenges, any changes in timeclock sidekick, i.e. early clock in allowance, will result in ending all active challenges with punctuality goals.

If you want to end active recurring challenges:

  1. Go to Engage > Challenges

  2. Click “Active”

  3. Choose a card that represents recurring challenges to stop

  4. Click “Three dots icon”

  5. Click “End Challenge”

Alternatively, you can end active recurring challenges from the challenge’s participant page.

  1. Go to Engage > Challenges

  2. Click “Active”

  3. Choose a card that represents recurring challenges to stop

  4. Click “Find out who is doing well in this challenge”

  5. Click “End Challenge”

Note: When you end active recurring challenges, you will stop both the active and pending recurring challenges.

If you want to end upcoming (pending) recurring challenges:

  1. Go to Engage > Challenges

  2. Click “Pending”

  3. Choose a card that represents recurring challenges to stop

  4. Click “Three dots icon”

  5. Click “End Challenge”

Note: When you end upcoming recurring challenges, it only affects recurring challenges in pending. The recurring challenge in active will keep running until the designated date.


Frequently Asked Questions

  • How can I make changes to the challenge if I made a mistake after setting it active?

    • You will need to manually end the challenge and create a new one with the correct inputs. Currently, there is no way to edit an active challenge.

  • What happens if I end a challenge early? Will my employees get the coins based on what they achieved?

    • Ending a challenge early will reward the employees based on the challenge requirements that they have attained at the time the challenge was ended.

  • What if after I set up a challenge, then one of my employees resigns in the middle of the challenge?

    • We recommend you carefully select participants when setting up a challenge. It’s not recommended to include employees who are in notice period on a challenge.

    • If you have already created a challenge with participants in the notice period, you can either (1) end the challenge early; or (2) finish the challenge on the designated date.

  • Why are active challenges with punctuality’s goal interrupted, when timeclock sidekick’s settings are changed/updated?

    • Change timeclock sidekick’s settings will affect timesheet calculation. When challenges are active, punctuality’s calculations are based on the initial timeclock sidekick settings. Therefore, if timeclock settings are changed, continuing the challenge will result in inconsistency data between before and after the timeclock settings are updated.

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