Overview: rewards billing and transactions, reporting

Who can use this feature?

• Only admins have access to rewards billing & transactions and reporting

What to expect

• All billing transactions are billed to your account balance

• You can choose to pre-load your balance or pay-as-you-go (where you are billed to a credit card for every transaction as it happens)

• Billing & transactions will contain all rewards transactions, including when a user redeems their points for a reward, as well as when you send a reward (gift card or monetary reward/prepaid card) directly to someone

• Order history, reward history, and points activity will provide more detailed insight into your rewards transactions and history

Rewards reporting overview

We have multiple rewards-related reporting that helps you manage and keep track of all rewards-related activity in your account. We’ve broken each report

• Transaction history = captures payment; how the reward activity was funded

• Order history = captures fulfillment; which reward was purchased and delivered

• Reward history = captures intent; who rewarded whom and what kind of reward it was

  • This report includes the sending of points, whereas the two reports above do not

  • This is because points do not have any payment or fulfillment impact until they are redeemed for an actual reward

• Point activity = captures employees point balances; acts as a ledger for all points

  • Received (via rewards or our core engagement suite of peer-to-peer recognition, awards, challenges - if enabled for your account)

  • Given (via rewards or core engagement)

  • Spent (via sending rewards, or end-user redemption of points)

Billing & transaction history

All rewards billing (payment methods and transactions) are managed on your Billing & transactions page. From here you can:

• Add a balance from which all reward transactions will be debited, with the option to auto-reload when the balance is low

• Configure your default stored payment method

  • To be used both for auto-reload of balance (if configured), or for pay-as-you-go

• View a history of all reward transactions, including:

  • When a user redeems their points for a reward

  • When an admin sends a gift card or monetary reward/prepaid card directly to a recipient

  • When you add a balance to your account (manually or via auto-reload)

Order history

NOTE: this report duplicates the existing Redemption report in admin. In January will be deprecating that report (we’ll give you a head’s up before we do this) and using this report moving forward .

View all your order history from here: https://rewards.joinassembly.com/order-history

From your order history page you can see all order details from rewards ordered by sending gift cards/monetary rewards, as well as when any reward recipient redeems their points for a reward. These details include:

1. Order date

2. Order ID + order details (open by clicking the order ID)

3. Recipient email

4. Sender email

5. Value of the reward in $USD

6. Value of the reward in local currency (for any reward that is not in $USD)

7. Reward type

8. Reward vendor

9. Status of the reward delivery

10. Recipient information (not applicable for free accounts)

    1. Department, job title, work location, home location, employee ID (if applicable), EIN (if applicable)

11. Message details and email preview

You can search and filter this table, as well as download this report at any time.

If your account has culture rewards or custom swag enabled in your rewards catalog, these transactions will not appear in the order history table when redeemed by a recipient.

Reward history (COMING SOON!)

Your reward history report will contain a full history of all rewards sent. This will cover:

1. All gift cards and monetary rewards/prepaid cards sent directly to recipients

2. All points sent as a reward to recipients

3. All points received as a reward through birthday/work anniversary/welcome automations

4. If applicable to your account, any points received through:

   1. Peer-to-peer recognition

   2. Awards

   3. Any points received through boosts on replies to recognition/awards

   4. Challenges

   5. Flows

   6. Any direct deposit of points into a person’s earned balance

This report simply captures the sending of rewards, and all associated details. This report does NOT capture when a recipient redeems their points for a reward.

Point activity

NOTE: this report currently lives in Admin, but we will be migrating it to rewards.joinassembly.com to consolidate all rewards-related reporting into a singular place.

This report shares a lot of similarities with the above reward history, however this report is meant to provide a full overview of every single point transaction (credits and debits) to your employees’;

1. Earned balance (the balance they have available to redeem rewards)

2. Giving allowance (if applicable to your account)

   1. At the moment, giving allowance only applies if you have enabled peer-to-peer recognition for your account

From this report, you can view:

1. Transaction date

2. Employee name

3. Employee email

4. Employee information (not applicable for free accounts)

   1. Department, job title, work location, home location, employee ID (if applicable), EIN (if applicable)

5. Transaction event (i.e., reward received, recognition, award, challenge, reply, etc.)

6. Transaction amount (in points)

7. Whether the transaction was a credit or debit to the earned balance or giving allowance

8. The updated balance value after the transaction