Personal wallet

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The personal wallet is a digital wallet for every employee in 4Geeks Perks. It holds points employees can use to get perks and services on the platform.

Each wallet connects to the employee’s 4Geeks Perks Card (RFID), so they can redeem points easily at partner locations and for eligible services.

This guide is for company administrators who set up and manage the personal wallet feature.

How the Personal Wallet works¶

1. Point allocation: Administrators add points to employee wallets based on set rules, such as monthly allowance, performance bonuses, or one-time rewards.
2. Wallet balance: Employees can see their current point balance in the 4Geeks Perks web portal or mobile app.
3. 4Geeks Perks card (RFID): Each wallet links to the employee’s RFID card, which is the main way to redeem points.
4. Redemption: Employees use their RFID card at approved locations, such as cafeterias, vending machines, parking gates, or food trucks with integrated POS, as well as for elegible online services.
5. Point deduction: When an employee makes a purchase, points are removed from their wallet in real time.
6. Transaction history: Employees can view a list of all point additions and redemptions in the web portal or mobile app.

Implementation steps for administrators¶

1. Define point system:

   • Point value: Decide how much each point is worth in currency (e.g., 1 point = $0.10 or $1.00).
   • Allocation rules: Set rules for giving points:
     • Recurring allocations: Automatic monthly or weekly point credits.
     • One-time allocations: Manual credits for bonuses, rewards, or special events.
     • Eligibility criteria: Choose which employees get points (e.g., all full-time staff, or certain departments)
     • Event-based allocations: Points for reaching goals or completing events.

2. Set up 4Geeks Perks Card integration:

   • RFID compatibility: Make sure RFID readers at POS locations work with the 4Geeks Perks Card. Contact support for al list of approved devices.
   • Card distribution: Plan how to give RFID cards to employees.
   • Card activation: Employees may need to activate cards through the portal or app before use.
   • Lost or stolen cards: Have a process to deactivate lost cards and issue replacements with the remaining balance.

3. Add participating services:

   • Eligible services: Choose which perks can be bought with points, such as:
     • Cafeteria purchases
     • Vending machine purchases
     • Parking fees
     • Food truck with integrated POS
     • Transportation passes (if supported)
     • Other company perks
   • POS Integration: Work with POS vendors and 4Geeks Perks supports to connect the RFID card to payment systems for automatic point deduction.

4. Communicate with employees:

   • Tell employees about the Personal Wallet and RFID card. Include instructions for:
     • Checking balance
     • Redeeming points
     • Viewing transaction history
     • Reporting lost or stolen cards
   • Share a list of approved perks and participating locations.

5. Reporting and monitoring:

   • Use the platform’s reports to track:
     • Point allocations
     • Wallet balances (total and per employee)
     • Redemption patterns
     • Program costs
   • Adjust rules and allocations based on result.

Employee usage (for administrators)¶

• Check balance: View balance and transaction history in the portal or app.
• Redeem points: Use RFID card at approved locations or for eligible online services.
• Manage card: Activate card, report it lost or stolen, and update card settings through the platform.

Benefits of the Personal Wallet¶

• Flexibility: Employees can choose how to spend points.
• Convenience: RFID card allows cashless payments.
• Budget control: Admins control spending with the point system.
• Real-time tracking: Instant updates for balances and transactions.
• Higher engagement: Tangible perks improve employee satisfaction.

• Ask questions in the community forums.
• Check out changelog.