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:

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) Select a Goal Type and Reward Type.

4) After set up Goal & Reward Settings, set the reward type and reward rules based on the goal type you choose.

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

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

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

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

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

7) Choose “Number of Occurence” from the radio buttons. Set the criteria for the challenge, based on the accumulation of the shifts that your staff have to achieve to get the reward.

8) Choose “Percentage” from the radio buttons. Set the criteria for the challenge, based on the percentages of total shifts that your staff have to achieve to get the reward.

9) To set up a manually tracked challenge, click “Goal Type” and choose “Create your own challenge”

10) Set the proof type for this challenge. There are 3 types of proof types for Create your own challenge:

11) Set the criteria for the challenge, and set the number of coins that your staff will receive when achieving the goal.

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

13) Select the participants for the challenge. You can search for 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.

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

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:

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

If you need to monitor active recurring challenges.

If you need to monitor upcoming recurring challenges.

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.

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.

Note: Only applicable for Manually tracked challenges.

You can duplicate an active, pending, and ended challenge by following this steps:

The challenge will appear as “Copy of {Challenge name}”. All of the settings, including general information, goal & reward type, and participants will be copied.

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

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.

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.

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:

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

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:

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.