Step-by-Step Guide: Setting Up “Employee of the Month” Voting in HRSimplified

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Step-by-Step Guide: Setting Up “Employee of the Month” Voting in HRSimplified

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Overview #

The Employee of the Month award recognizes outstanding contributions by allowing employees or managers to vote on the recipient. This guide will take you through setting up the achievement, creating a voting session, enabling employees to cast votes, and finalizing the winner.

Employee Of the month Achievement award badge that the employee can see their award.

Step 1: Create the “Employee of the Month” Achievement #

Before you can set up voting, you need to create the award (achievement) that will be given to the selected employee.

  1. Navigate to Setup:
    • Go to Setup in the main menu and select Create Achievement.
  2. Enter Award Details:
    • Achievement Name: Enter “Employee of the Month.”
    • Description: Provide a brief description, such as “Awarded monthly to an employee who demonstrates exceptional performance and dedication.”
    • Achievement Type: Choose a type, like “Monthly Recognition.”
    • Badge: Select a Silver Badge to visually represent the award.
    • Points: Assign 100 points to this award to make it a valuable addition to the employee’s score.
  3. Save the Achievement:
    • Click Save to complete the setup. The “Employee of the Month” award is now available for voting and direct assignments.

Step 2: Set Up the Voting Session for “Employee of the Month” #

With the achievement created, you can now set up a voting session to let employees or managers decide the recipient.

  1. Create the Voting Session:
    • Go back to Setup and select Create Vote from the action menu.
  2. Select Achievement for Voting:
    • In the voting setup, select “Employee of the Month” from the list of available achievements.
    • Set an End Date for the voting session, such as the last day of the month, to ensure voting closes on time.
  3. Save the Voting Session:
    • Click Save to finalize the voting session. The session will now appear in the Votes menu, ready to assign eligible voters.

Step 3: Assign Voters and Manage Voting #

Once the voting session is created, it’s time to assign managers or employees as voters who will participate in selecting the recipient.

  1. Navigate to the Votes Menu:
    • Go to the Votes menu to see the “Employee of the Month” voting session you just created.
  2. Open Voting Session for Management:
    • Find the “Employee of the Month” session and select Manage Award to open the setup modal.
  3. Assign Voters:
    • In the voting setup modal, add employees or managers as eligible voters. Only active users will appear in the list.
    • Once added, these voters will see the voting request in their Open Votes Application section on their dashboard.

Step 4: Employee Voting Process #

Voters (employees or managers) can now cast their votes for the “Employee of the Month” award. Here’s how they do it:

  1. Open the Voting Request:
    • Voters receive a notification in their Open Votes Application section on their dashboard.
  2. Submit a Vote:
    • Voters view the list of eligible candidates for the award and select the employee they believe deserves the title “Employee of the Month.”
    • After submitting their vote, it is recorded in the system for managers to review.
  3. Track Voting Progress:
    • Managers can monitor the voting status in real-time in the Votes menu to see who has cast their votes.

Step 5: Review Voting Results and Approve the Award #

After the voting session ends or all votes are submitted, managers can review the results and approve the award for the winning employee.

  1. Access Voting Results:
    • Go to the Votes menu and find the “Employee of the Month” session.
    • Click Manage Award to open the Votes modal for results.
  2. Review Voting Results:
    • Voters Tab: View the completion status of each voter to confirm participation.
    • Votes Tab: See the scores for each candidate. The employee with the most votes will be highlighted as the likely winner.
  3. Approve and Finalize the Winner:
    • When voting is complete, the system confirms the employee with the highest score as the award recipient.
    • The winning employee is awarded the badge and points, and the achievement appears in their My Awards dashboard.

Best Practices for Employee of the Month Voting #

  • Set Clear Criteria: Announce the criteria for the award to ensure everyone understands the basis for selection.
  • Encourage Participation: Remind eligible voters before the voting deadline to increase engagement.
  • Celebrate the Winner: Once the winner is selected, recognize their achievement publicly to reinforce the positive impact of the award.

Summary #

Setting up an “Employee of the Month” award with voting in HRSimplified allows for a transparent and participatory recognition process. By following these steps, managers can create a consistent and engaging recognition culture that values employee contributions and boosts morale.