Points System¶
The points system provides a digital currency for employee perks. Allocate points to employees, define redeemable items in a catalog, and track all redemptions.
Overview¶
The points system includes:
- Points Catalog β Items employees can redeem
- Points Allocation β Automated point distribution schedules
- Points History β Transaction log of all point movements
- Redemptions β Record of items claimed by employees
- Products β Self-serve market items with points costs
Points Catalog¶
The catalog defines what employees can redeem their points for.
Adding a Catalog Item¶
- Navigate to the Points Catalog tab
- Click Add Item
- Configure:
- Name β Item display name
- Description β Item details
- Points Cost β How many points to redeem
- Category β Grouping category (Food, Transport, Wellness, etc.)
- Image β Item photo (optional)
- Stock β Available quantity (0 = unlimited)
- Active β Whether the item is available for redemption
- Click Save
Catalog Categories¶
Organize items into categories:
| Category | Examples |
|---|---|
| Food & Beverage | Meals, coffee, snacks |
| Transportation | Parking, transit passes |
| Wellness | Gym sessions, wellness activities |
| Office | Supplies, equipment |
| Entertainment | Events, recreation |
| Other | Miscellaneous items |
Managing the Catalog¶
- Edit items β Update costs, descriptions, images
- Deactivate items β Hide from employees without deleting
- Adjust stock β Update available quantities
- Reorder β Change display order
Points Allocation¶
Automate point distribution to employees on a schedule.
Creating an Allocation Rule¶
- Navigate to the Points Allocation tab
- Click Create Allocation
- Configure:
- Name β Rule name (e.g., “Monthly Meal Allowance”)
- Amount β Points to allocate per cycle
- Frequency β Daily, Weekly, Monthly, Custom
- Recipients β All employees, specific corporation, or selected employees
- Start Date β When allocations begin
- End Date β When allocations end (optional)
- Rollover β Whether unused points carry over
- Click Save
Allocation Frequencies¶
| Frequency | Description | Example |
|---|---|---|
| Daily | Points added every day | 50 points/day for coffee |
| Weekly | Points added every week | 200 points/week for lunch |
| Monthly | Points added on the 1st of each month | 1000 points/month for meals |
| Custom | Custom cron schedule | Every other Friday |
Rollover Rules¶
| Setting | Behavior |
|---|---|
| Rollover enabled | Unused points accumulate |
| Rollover disabled | Unused points expire at end of cycle |
| Max balance | Cap on total points an employee can hold |
Allocation History¶
View all allocations in the Points History tab:
| Column | Description |
|---|---|
| Date | When points were allocated |
| Employee | Who received points |
| Amount | Points added |
| Source | Allocation rule name |
| Balance | Employee’s total balance after allocation |
Points Redemption¶
When employees redeem items from the catalog:
- Employee selects an item (via RFID or mobile app)
- System checks point balance
- If sufficient, points are deducted
- Redemption is recorded
- Stock is decremented (if limited)
Redemption Record¶
Each redemption includes:
| Field | Description |
|---|---|
| Date/Time | When the redemption occurred |
| Employee | Who redeemed |
| Item | What was redeemed |
| Points | Cost in points |
| Station | Where it was redeemed |
| Balance After | Remaining points |
Self-Serve Market Products¶
For self-serve market stations, manage products separately from the general catalog.
Adding a Product¶
- Navigate to the Products tab
- Click Add Product
- Configure:
- Name β Product name
- Barcode β Product barcode/SKU
- Points Cost β Price in points
- Category β Product category
- Stock β Available quantity
- Reorder Level β Alert when stock drops below this
- Image β Product photo
- Click Save
Product Categories¶
- Snacks β Chips, candy, nuts
- Beverages β Water, soda, juice
- Fresh Food β Salads, sandwiches, fruit
- Frozen β Ice cream, frozen meals
- Household β Paper goods, cleaning supplies
- Personal Care β Toiletries, hygiene products
Stock Management¶
- Manual count β Update stock manually
- Auto-deduct β IoT-enabled stations deduct automatically on purchase
- Low stock alerts β Notifications when items reach reorder level
- Bulk import β Import product catalog via CSV
Points Balance¶
Employee View¶
Employees can check their balance:
- Mobile App β Real-time balance on home screen
- RFID Reader β Balance displayed after tap
- Web Portal β Detailed balance and history
Admin View¶
Administrators can view:
- All balances β Points balance for every employee
- Aggregate totals β Total points in circulation
- Allocation vs. redemption β Net points flow
- Expiration tracking β Points about to expire
Reporting¶
Points Reports¶
Available in the Reports tab:
| Report | Description |
|---|---|
| Allocation Summary | Points allocated by rule and period |
| Redemption Summary | Items redeemed by category and period |
| Balance Report | Current balances across all employees |
| Expiration Report | Points expiring in the next 30 days |
| Product Sales | Self-serve market sales by product |
Exporting Reports¶
- Navigate to Reports
- Select the report type
- Choose date range
- Click Export (CSV or PDF)
Best Practices¶
- Set meaningful point values β Align points with real costs
- Monitor balances β Watch for excessive accumulation or depletion
- Use rollover wisely β Disable rollover for time-limited benefits
- Keep catalog fresh β Rotate items to maintain interest
- Track redemptions β Use data to optimize your perks program
What’s Next¶
- Restaurant Management β Full restaurant module with ingredients and menus
- Corporations β Manage organizational structure
Still questions? Ask on Discord or explore tutorials