The Thank You application allows users or groups to be publicly recognised for good work or for representing configured Company values.
Notes posted can be viewed and created in the application directly or in its corresponding component, if this has been placed on Pages.
Admin Side set up
There are no permissions to give users within Thank You. If the application is enabled, all users on the site can access and use it.
However, there are a few considerations for administrators of the application to make before users begin submitting Thank You Notes.
1. Head to Applications > Admin > Thank You
2. Click into the 'Configuration' tab and consider the options you wish to set.
- Notify the manager of thanked users: Do you want the manager (as set on user profiles) of thanked users to be notified when their direct reports are thanked
- Allow comments on Thank Yous: Should the comment box appear and allow users to leave comments (universal option across all Thank Yous - If comments are turned off after previously being enabled, all content is saved and will reappear when comments are turned back on)
- Allow Thank Yous for groups: Turn this off if you only want individual users to be selected for thank yous and not People groups.
3. Click into the 'Core Values' tab and decide if you want to use these alongside Thank Yous
This is completely optional and you can disable the use of Corve values using the setting.
If you do want to use them, add al your company's values and assign a colour, these will appear on the front end for users to attribute to the Thank you notes they create.
Next choose if it is mandatory to select at least one value when creating a thank you or not by using the checkbox.
Toggling the eye icon will hide a value from the front end so it can't be used and the bin icon will remove them.
4. Familiarise yourself with the reports available; they can be best utilised once the Thank You application has been used for a period.
All reports can be run by application administrators of Thank You and can be downloaded as CSV files for reference or further analysis.
- Thank You Notes
This report will list all Thank You notes submitted and can be filtered by a specific core value and/or users/roles/groups.
The report will include the breakdown of thanked users (of a role/group/extranet), the values attributed to the Thank You (if applicable), the message itself, as well as the total of comments and likes given.
- Users
This report will list all registered users and the total amount of Thank You notes they have received (including those attributed to them as part of a group/role/extranet)
One user/role/group/extranet can be selected to run a report on, with a specific date range selected if required.
This can be further filtered by selecting one/all core values to include.
This report could be used to generate a leaderboard of users with the most Thank you notes.
- Core Values
This report will return the number of times each core value has been attributed to a Thank You per user/role/group/extranet selected.
Not selecting any user will give the totals of all Thank You notes submitted; it is these figures that appear in the tally on the landing page of the front end of the application.
Front-end use of the application
Users can open Thank You from Applications > Thank You
The landing area will list all Thank You notes submitted, as well as a tally of those attributed per core value on the right (if applicable) as a visual aid.
Users can click on the 'Say thank you' button to add a new one, which brings up the modal window below.
- To: The user picker allows a specific user or Group to be selected as the recipient of the Thank You
- Core Values: This dropdown area will contain a list of all Core Values set on the Administrative side. The submitter can select one or multiple.
- Description: The main body of the Thank You contains the message (1000-character limit)
- Submit: Create the note, the recipients will be notified, and it will be visible to others
- Close: Cancel current note
The user(s) receiving the Thank You note will receive a notification about this.
The format this is sent in e.g. email, in system will depend on their notification preferences.
Viewing Thank You notes
There are mulitple ways to view Thank You notes that have been created.
- In the application directly
Once a Thank You has been submitted, it will appear listed in the application.
Other users can like and/or comment on it (and any previous Thank You notes)
Clicking on the comment or link icon will take the user to a direct link for that specific Thank You:
- On User profiles
Any individual or group Thank You's for a user will be listed under the corresponding tab on their user profile.
If new users join a Group after a thank-you note was submitted, they won’t have it logged. Similarly, if users leave a Group, the Thank You note will remain.
- In the corresponding component (where this has been used in Pages)
The Thank You component can be placed on Intranet Pages.
Check out its settings to see how the Thank You's displayed within it can be filtered.
Comments can be selected to expand as the default in the component or not.
If this is not turned on, users can click on the comment icon and follow the direct link to leave their message.
Commenting on a Thank You note
Clicking on the comment icon from any of the aforementioned areas opens the note at its own link.
It is possible to add links or upload files in comments on Thank You notes.
Click the blue 'send' icon to add a note.
Deleting a Thank You note
Application administrators of Thank You will see the bin icon against all Thank You notes and be able to delete them.
The creator of a note will also be able to delete those they made using the icon as well.
Deleting a Thank You will remove it from the included user's profile and from reporting.
We would encourage letting your user base know that the Thank You application will be moderated by administrators, and they reserve the right to remove anything they deem against company guidelines.
