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Bulk upload points using our template

In the Manager Portal you, as a manager, can bulk upload points for your company reward program in a few simple steps

Sven avatar
Written by Sven
Updated over a month ago

In this article, you will learn about our bulk upload feature to assign user points for your rewards program.

  1. Once you are logged in to the Manager portal, navigate to the Rewards -> Status tab:

  2. In the top right you will see the option to Upload points; Select “Upload points”

  3. You will see an upload screen and a template you can download; download the CSV template:

  4. Now you can open and populate the CSV template per employee. Please note the following:

    1. The template is directly linked to the goals you have created for the program, meaning that for each Goal, a column is available in the template.

    2. The data provided per goal is a number and represents the amount of times the goal has been reached. Once uploaded, this will be converted to a number of points. E.g. if a 'reach_your_sales_kpi' equals 3000 points, in the example below an employee will receive 6000 points:

  5. Once you’ve completed filling out the template, you can upload the sheet on the portal.

  6. Once the CSV has been uploaded, we present your data and ask that you validate and confirm

    1. Total employees updated

    2. Total points awarded

    3. Total value

  7. Once confirmed, the points are awarded to the respective employees and the status tab is updated to reflect this information:

    1. Notifications will be sent out to the relevant employees once the upload is completed.


💡 Need more help? Get in touch!

💬 Live chat support - Click the icon or Help in the Manager Portal
✉️ admin-support@alleo.nl

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