In Insight CRM, the HR Addon’s Reward Management helps Admins recognize and reward employees for their contributions. It motivates staff, boosts morale, encourages productivity, and builds loyalty, driving long-term employee satisfaction and sustainable business growth.

 

 

How to Add Reward Type

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Reward from the left menu

• Finally, click the Reward Type from the left menu, and a new window will appear.

• If you click the Add New button, an entry form will appear.

• Fill in the following details:

  • Title: Type the desired title in the title field.

  • Period: Select the period from the drop-down calendar.

  • Badges: Select badges from the drop-down menu.

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

 

How to Edit Reward Type

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Reward from the left menu

• Finally, click the Reward Type from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• If you click the Edit button, an entry form will appear.

• Fill in the following details:

  • Title: Type the desired title in the title field.

  • Period: Select the period from the drop-down calendar.

  • Badges: Select badges from the drop-down menu.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the respective will be deleted automatically; otherwise, click Cancel.

 

 

 

 

 

How to Add a Reward

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Reward from the left menu

• Finally, click the Reward from the left menu, and a new window will appear.

• Click the Filter button, and an entry form will appear.

• Fill in the following details:

  • Department: Select the department from the drop-down menu.

  • Branch: Select the branch from the drop-down menu.

  • Shift: Select the shift from the drop-down menu.

  • Team: Select the team from the drop-down menu.

• Once all the fields are completed, click the Apply button to show the information.

• Click the Year button and select the desired year from the drop-down menu.

• Click the Month button and select the desired month from the drop-down menu.

• If you click the Add New button, an entry form will appear.

• Fill in the following details:

  • Select Employee: Select the employee from the dropdown menu.

  • Select Reward: Select the reward from the dropdown menu.

  • Date: Type the date as you desire in the date field.

  • Month: Enter the name of the month in the month field.

  • Year: Provide the decided year in the year field.

  • Bonus: Enter the bonus amount in the bonus field.

• Once all the fields are completed, click the Submit button to save the information.

 

 

 

 

How to Edit Reward

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Human Resources from the left menu.

• Click the Reward from the left menu

• Finally, click the Reward from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Edit and Delete.

• If you click the Edit button, an entry form will appear.

• Fill in the following details:

  • Select Employee: Select the employee from the dropdown menu.

  • Select Reward: Select the reward from the dropdown menu.

  • Date: Type the date as you desire in the date field.

  • Month: Enter the name of the month in the month field.

  • Year: Provide the decided year in the year field.

  • Bonus: Enter the bonus amount in the bonus field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the respective reward will be automatically deleted; otherwise, Cancel.