Objective

Record a justified award for an eligible agent in an open Engaging period.

Environment

  • Engaging is active and you have access to Awards with Agent Scorecard permission.
  • The activity is configured and active.

Resolution

  1. Open Engaging > Awards and start a new award.
  2. Select an eligible agent, an active activity, and the occurrence date. The person must be active and past minimum tenure on that date.
    The Add Award form collects an eligible agent, activity, occurrence date, points, and a reason. The agent field is intentionally left unselected in this example. Select the image to inspect it at full size.
  3. Enter points allowed by the activity: the exact fixed value, a value within its range, or one of its configured rank values.
  4. Write a reason that explains the award. The agent can see this reason.
  5. Review the details and save. The award appears in the ledger for the month and its containing quarter.
    Important: Two open periods required

    The month and its containing quarter must both be open for the occurrence date.

The occurrence date cannot be in the future or before the program start date, and both periods must still be open. To correct an open-period award, use Edit or Reverse with a reason; the audit history remains.

To review candidates generated from KPI results before entering an award, see How To Get Award Suggestions.