Allowances are the points your employees have to give to each other. You can set a default allowance for your employees in this tool, but you can also customize allowances for managers, and any other groups in Assembly.
Who can use this feature?
Only admins can use this feature
Feature overview
Set your currency name and select the emoji you would like to use for your currency
Set the default allowance for all employees in your Assembly
Add an extra automatic allowance for managers for each direct report
Create custom allowance rules for specific people or groups
COMING SOON: manage the exchange rate/value of your points, including the value for different employees in different countries.
Set currency name and emoji
Your currency name and emoji are what will display whenever someone gives/receives recognition.
Go to your admin page
Under workspace, click 'Allowances'
Enter the singular name of your currency (i.e., 'Trophy')
Enter the plural name of your currency (i.e., 'Trophies')
Select the emoji you would like to use for your currency
If you want to upload a custom currency emoji, click 'Upload custom emoji'
If you have a custom emoji uploaded, it will override the default emoji selected in the emoji selector.
If you remove the custom emoji (by clicking the 'X' next to it), the default emoji in the emoji selector will become your currency's emoji
Set default allowance
The default allowance is the allowance every employee will receive by default when they join the platform. Only employees with the role 'Normal' or 'Giver' will have a default allowance; 'Receivers' and 'Observers' cannot give points (you can manage these roles from the users/manage page).
Go to your admin page
Under workspace, click 'Allowances'
Enter the default allowance amount
NOTE: if you set your default allowance to 0, your employees will not have any points to give. They can still give recognition, they just won't see the option to add points.
Set the refresh period (either monthly or quarterly)
If set to monthly, it will refresh on the first day of every month
If set to quarterly, it will refresh on the first day of every quarter (January 1, April 1, July 1, October 1)
Select whether you want to apply the same allowance to everyone, or add additional points to the default allowance for managers.
If you select 'Add extra for direct report', add the amount of points you want each manager to receive in addition to the default allowance
When this option is selected, each manager will receive that amount of points for each direct report they have
For example:
Default allowance is 200
You add an extra 20 for each direct report
A manager with 3 direct reports will have 260 points each refresh period
Create custom allowances
If you want to create special allowances for specific people or groups, you can create a custom allowance.
NOTE: This allowance will override the default allowance for any employee included in the custom allowance rule.
Go to your admin page
Under workspace, click 'Allowances'
Click 'Add a custom allowance'
If you want to select individual people (versus groups of people), select 'Create a rule by selecting individual people'
Click 'Select people' to expand the list of all employees in your Assembly
Search for and select the employee(s) you would like to include in this custom allowance
Click 'Save rule'
If you want to select a group of people, select 'Create a rule by role, department, and work location'
If you want to create a rule based on an employee's role (Admin, Manager, Employee), select the role from the dropdown menu
If you do not want to create the rule based on role, leave the selection empty. This will default the rule to ALL roles.
If you want to create the rule based on your employees' department, select a department from the dropdown.
If you do not want to create the rule based on department, leave the selection empty. This will default the rule to ALL departments.
If you want to create the rule based on your employees' work location, select a work location from the dropdown.
If you do not want to create the rule based on work location, leave the selection empty. This will default the rule to ALL work locations.
Combining any of the above selections will result in a list of employees who match ALL of the above selections
For example:
Role = Managers
Department = Engineering
Work location = Los Angeles, California
This would result in a custom allowance for Engineering Managers in Los Angeles, California.
Another example:
Role = empty
Department = C-Suite executives
Work location = empty
This would result in a custom allowance for ALL C-Suite executives, across all work locations and departments.
Give your custom allowance rule a name (to help you refer to it)
Set the custom allowance amount
If this is set to 0, the employees included in this custom allowance will not have any points to give. They can still give recognition, they just won't see the option to add points.
Click 'Save rule'
NOTE: if an employee is included in more than one custom allowance, they will receive the allowance with the highest value.
Edit or delete custom allowances
NOTE: If you remove an employee from a custom allowance, or delete a custom allowance, the employee(s) will receive the default allowance you configured in the 'Allowances' section. Unless they are part of another custom allowance, in which case they will receive that custom allowance instead.
Edit custom allowances
Go to your admin page
Under workspace, click 'Allowances'
Under 'Custom allowance rules', click the 'Edit' icon
You can edit the employees in the custom allowance, the name of the custom allowance, or the value of the custom allowance
Click 'Save rule'
NOTE: If you change the value of the custom allowance, it will not apply until the next refresh cycle. If you need to add more points to an employee's allowance before the refresh cycle, see the 'Add additional allowance' section below.
Delete custom allowances
Go to your admin page
Under workspace, click 'Allowances'
Under 'Custom allowance rules', click the 'Delete' icon
Click 'Delete rule' in the confirmation modal
Handling custom allowances through CSV or SFTP
In the cases where you make bulk updates to your employee info, including allowances, through CSV or SFTP, any custom allowances added through these mechanisms will override the default allowance values. However, these custom allowances will not display in the 'Custom allowance rules' table.
If you would like to manage all of your custom allowances in one place, we recommend using this allowances tool to determine all allowances.
Add additional allowance
COMING SOON: Since edits to allowances will not occur until the next refresh period, we will provide the option to add more points to someone's giving allowance right away.