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Admin Guide: How to View Rewards Balance and History

Track reward spending, manage balance, and monitor all reward activity in one place.

Written by Sue
Updated over a week ago

What This Section Is For

The Rewards Balance History page allows admins to:

  • View available reward balance

  • Track all reward transactions

  • Add funds

  • Monitor redemption activity

  • Set balance alerts

πŸ‘‰ This is your control center for reward budget and usage

It ensures transparency in reward distribution and helps HR/Admin teams maintain accurate reward funding and usage records.


Step 1: Access the Admin Center

  1. From the left-side panel, click Modules

  2. Select Recognitions

Step 2: Open Manage Rewards

  1. On the Recognitions page, locate Rewards

  2. Click Manage Rewards

On this page, admins can:

  • Create and edit rewards

  • View and approve redemption requests

  • Monitor reward balance

  • Add funds for the organization

  • View balance history


Step 3: Add Funds

You must have a sufficient balance to approve reward requests.

Limit Type

Amount

Minimum

$100

Per transaction max

$50,000

Total balance limit

$100,000

1. Click Add Funds

Enter funding amount:

  • Minimum: $100

  • Maximum: $50,000

Important Notes

  • An 8% transaction fee applies per funding

  • Balance is required before approving rewards

Balance updates are usually instant, but may take up to 24 hours depending on your bank.

πŸ‘‰ If your balance does not update within 24 hours, contact support at [email protected].

2. Click Proceed

3. Complete the payment process

πŸ‘‰ Reward requests cannot be approved without sufficient balance.

Active Checkout Warning

If you do not complete your payment within 30 minutes and try to add funds before your previous session expires, you will see a pop-up message as follows ''Active checkout detected.''

You can:

  • Resume the previous session

  • Or start a new one


Step 4: View Balance History

  1. Click View Balance History

  2. Here you can:

    • View all past reward card transactions

    • Access reward-related invoices

    • Add funds

    • Create balance alerts


Step 5: Set Up Balance Alerts

Prevent running out of funds unexpectedly.

  1. Click Create Balance Alert

  2. Toggle Enable Balance Alert

  3. Set threshold amount

What Happens Next

  • When the balance drops below the threshold:

    • Global Admins receive an email notification


Practical Use Cases

1) Prevent Reward Program Breakdowns

Ensure rewards are always available by monitoring balance and setting alerts.

πŸ‘‰ Avoid situations where:

  • Admins approve rewards, but fail due to insufficient balance

  • Employees lose trust in the program


2) Budget Control & Finance Alignment

Track reward spending in real time to stay within budget.

πŸ‘‰ Example:

  • Monitor monthly spend

  • Adjust reward values or availability as needed

  • Avoid unexpected overages


3) Audit & Compliance Tracking

Maintain a clear record of all reward activity.

πŸ‘‰ Easily track:

  • Who redeemed what

  • When rewards were issued

  • How funds were used

Ideal for audits and internal reporting.


4) Optimize Reward Strategy

Use redemption data to understand what employees actually value.

πŸ‘‰ Example:

  • Identify the most redeemed rewards

  • Remove low-performing options

  • Focus budget on high-impact rewards


Best Practices

  • Set a balance alert immediately after funding

  • Review balance weekly (don’t wait until approvals fail)

  • Keep a buffer balance to avoid blocking reward approvals

  • Periodically audit transactions for accuracy

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