While running an incentive, it may be difficult to keep track of every user’s interactions and make sure that they are logging the correct types of trips. You may consider enlisting Supervisors to review logs and to make sure that users are logging their trips truthfully. With RideAmigos, this is easy to accomplish. Within the Incentives module, we’ve implemented a feature that allows a user to send an approval request directly to their supervisor as they claim their incentive. The supervisor then receives an email with instructions on how to review and approve, at which point they can review the user’s triplogs. They can then approve or deny the claim, and, if it’s approved, the Point of Contact (POC) for the incentive gets a quick message in their inbox! No need to wonder if things have been approved or manually review the report every day for new user completions. Just check your email for that Supervisor approval!
While creating an incentive, there is an option which allows for required Supervisor approval. Click the toggle button to turn on Supervisor approval for the chosen incentive.
When the user reviews their incentives, the text changes slightly to reference that they will be submitting for approval from their Supervisor if it is engaged.
When clicking to claim, they will then enter their Supervisor’s email address. They may not enter their own account’s email address here.
The user is then marked as ‘Approval-requested’ in the reporting.
The Supervisor receives an email with instructions regarding approving the user’s incentive and a link to do so.
The Supervisor comes to a page where they may review the incentive criteria, the user’s matching eligible trips, and has the option of ‘Approve’ or ‘Deny’.
If ‘Approve’ is clicked, an email is sent to the user as well as the incentive Point of Contact, notifying of the status change to Approved. This email includes the user’s pertinent information and incentive details.
If ‘Deny’ is clicked, the Supervisor receives a pop-up requesting additional information to be entered. This is where instructions to the user are to be placed so that they may edit and resubmit. The user can resubmit for approval from the ‘Completed’ area of the incentives tab
The user is then appropriately marked within the incentive reporting.
You’re all done! The POC can now forward the approval message to payroll (or anyone else necessary) and you can move on to the next stages of your Incentive!