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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 — Items employees can redeem
• Points Allocation — Automated point distribution schedules
• Points History — Transaction log of all point movements
• Redemptions — Record of items claimed by employees
• Products — Self-serve market items with points costs

Points Catalog¶

The catalog defines what employees can redeem their points for.

Adding a Catalog Item¶

1. Navigate to the Points Catalog tab
2. Click Add Item
3. Configure:
4. Name — Item display name
5. Description — Item details
6. Points Cost — How many points to redeem
7. Category — Grouping category (Food, Transport, Wellness, etc.)
8. Image — Item photo (optional)
9. Stock — Available quantity (0 = unlimited)
10. Active — Whether the item is available for redemption
11. Click Save

Catalog Categories¶

Organize items into categories:

Managing the Catalog¶

• Edit items — Update costs, descriptions, images
• Deactivate items — Hide from employees without deleting
• Adjust stock — Update available quantities
• Reorder — Change display order

Points Allocation¶

Automate point distribution to employees on a schedule.

Creating an Allocation Rule¶

1. Navigate to the Points Allocation tab
2. Click Create Allocation
3. Configure:
4. Name — Rule name (e.g., “Monthly Meal Allowance”)
5. Amount — Points to allocate per cycle
6. Frequency — Daily, Weekly, Monthly, Custom
7. Recipients — All employees, specific corporation, or selected employees
8. Start Date — When allocations begin
9. End Date — When allocations end (optional)
10. Rollover — Whether unused points carry over
11. Click Save

Allocation Frequencies¶

Rollover Rules¶

Allocation History¶

View all allocations in the Points History tab:

Points Redemption¶

When employees redeem items from the catalog:

1. Employee selects an item (via RFID or mobile app)
2. System checks point balance
3. If sufficient, points are deducted
4. Redemption is recorded
5. Stock is decremented (if limited)

Redemption Record¶

Each redemption includes:

Self-Serve Market Products¶

For self-serve market stations, manage products separately from the general catalog.

Adding a Product¶

1. Navigate to the Products tab
2. Click Add Product
3. Configure:
4. Name — Product name
5. Barcode — Product barcode/SKU
6. Points Cost — Price in points
7. Category — Product category
8. Stock — Available quantity
9. Reorder Level — Alert when stock drops below this
10. Image — Product photo
11. Click Save

Product Categories¶

• Snacks — Chips, candy, nuts
• Beverages — Water, soda, juice
• Fresh Food — Salads, sandwiches, fruit
• Frozen — Ice cream, frozen meals
• Household — Paper goods, cleaning supplies
• Personal Care — Toiletries, hygiene products

Stock Management¶

• Manual count — Update stock manually
• Auto-deduct — IoT-enabled stations deduct automatically on purchase
• Low stock alerts — Notifications when items reach reorder level
• Bulk import — Import product catalog via CSV

Points Balance¶

Employee View¶

Employees can check their balance:

• Mobile App — Real-time balance on home screen
• RFID Reader — Balance displayed after tap
• Web Portal — Detailed balance and history

Admin View¶

Administrators can view:

• All balances — Points balance for every employee
• Aggregate totals — Total points in circulation
• Allocation vs. redemption — Net points flow
• Expiration tracking — Points about to expire

Reporting¶

Points Reports¶

Available in the Reports tab:

Exporting Reports¶

1. Navigate to Reports
2. Select the report type
3. Choose date range
4. Click Export (CSV or PDF)

Best Practices¶

1. Set meaningful point values — Align points with real costs
2. Monitor balances — Watch for excessive accumulation or depletion
3. Use rollover wisely — Disable rollover for time-limited benefits
4. Keep catalog fresh — Rotate items to maintain interest
5. Track redemptions — Use data to optimize your perks program

What’s Next¶

• Restaurant Management — Full restaurant module with ingredients and menus
• Corporations — Manage organizational structure

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