Contents of this article are applicable to the following users
Tier: NA
Product: EngageAny
Platform: Web
Access Level: Owner & Manager
This article will explain to you how to add coins manually to specific or group of staff.
This guide will cover the following:
In the event that you are required to manually add coins to your staff outside of challenges, you can do so with the following methods:
Adding/Deducting Coins via Manage Staff Coins
1) Go to Engage > Manage Staff Coins.
2) Select the staff you want to manage the coins of.
3) Select “Manage Coins”.
4) In the “Manage Coins” popup, choose either “Add” or “Deduct” to add or remove coins.
5) Input the amount of coins to add or remove and add remarks if needed. Hit “Save” to proceed.
6) A confirmation message will be displayed. Ensure that you check if the amount added/deducted is correct before proceeding.
7) After proceeding, the coins addition/deduction is recorded in the coins transaction page.
Mass Update Coins Import
Quickly add or deduct coins for multiple staff with Mass Update Coins Import.
1) Go to Engage > Manage Staff’s Coins.
2) Select “Mass Update Coins”.
3) Download the CSV Template.
The CSV template will look like this:
4) Fill in the “Coins to Update” column with the amount of coins you wish to add. Add your remarks under the “Remarks” column if needed.
To add coins, use input positive integers under the column
To deduct coins, use negative integers under the column
Note: Making changes to the other columns may result in errors when the CSV file is uploaded back onto the system.
5) Upload the edited CSV back.
6) If there are no errors, the coins will be automatically added to the respective staff. You can view the coins transactions in the staff’s Coins Transaction page via Manage Staff’s Coins > Staff’s Name.
