- Types of Cash Exempt Statuses
- When Would We Recommend Using It?
- How To Mark an Individual as Cash Exempt
- How to Mark Multiple People as Cash Exempt (Giving and Spending)
Types of Cash Exempt Statuses
Cash Giving Exempt
- Prevents user from receiving funds via Peer to Peer giving or Spot Bonuses
- Once exempt, they can no longer gain access to any funds they may already have in those balances to give money to others
- 'To Give' balance disappears and is no longer on the home page
Cash Spending Exempt
- 'To Spend' balance disappears
- ThanksMatters card access
- Marketplace access
- Ability to receive thanks with money attached
- Ability to receive spot bonuses
- Money attached to milestones, awards, or other recognitions. (In the case of awards and achievements, badges can still be earned without funds attached)
- Sweeteners for actions taken
- 'Add a Buck' feature no longer active
Both Giving and Spending Exempt
- Giving and spending balances on the home page
- Balances in the appreciation modal
- Thanks matters card access
- Marketplace access
- Ability to receive thanks with money attached
- Ability to receive spot bonuses
- 'Add a Buck' feature no longer active
- Sweeteners for actions taken
- Money attached to milestones, awards, or other recognitions. (In the case of awards and achievements, badges can still be earned without funds attached)
When Would We Recommend Using It?
Would We Ever Not Recommend It?
Special Scenarios
There are a few situations in which an administrator would want to revoke the spending balance only. Examples include having administrative 'company' accounts (For example, here at Motivosity our mascot Carl the Yeti has an account) who is in charge of giving bonuses, awards, or other recognitions. The removal of giving functionality can be overridden. For example an admin could:
- Give a Cash Giving Exempt user a giving balance with a special override on peer to peer
- Assign ownership of an award to a Cash Giving Exempt user
- Create a spot bonus allocation for a Cash Giving Exempt user
How To Mark an Individual as Cash Exempt
An admin can mark an Individual as Cash Giving or Spending exempt by going to Setup > Team > and then clicking the Three Vertical Dots next to the person's name > Edit:
There, on the first page, you will be able to check two boxes to make that person fully Cash Exempt. In this example the user will be giving and spending cash exempt. Then click Next to go to page 2, Next to go to the final page, and Save.
Notice how Andy now does NOT have any "To Give" or "To Spend" money showing.
How to Mark Multiple People as Cash Exempt (Giving and Spending)
If you would like to mark multiple people as both Giving and Spending Cash Exempt (again, we want to emphasize that this should ONLY be used for the very specific reasons explained above). Marking users as cash exempt will likely result in those users having a drop in engagement and having a much less positive experience from those who are not cash exempt.
To mark multiple people as Cash Exempt click on Setup > Team > Bulk User Upload
Next you will want to Download Current Template, this will download a spreadsheet with all current user information.
This will download a spreadsheet with all of the current user information. Notice there is a Cash Spending and Cash Giving Exempt column. By putting ANY TEXT in these columns, the user will be Cash Exempt depending on your input.
WARNING
ANY TEXT AT ALL will make the user Cash Exempt on both columns. Please leave this blank for any user who should be allowed to have Cash. Even if you write the word "No" in this column, it will still make that user cash exempt. Don't do it.
In this example we'll mark a user Spending and Cash Giving exempt marked as 'TRUE'. We'll be doing a 'Partial Upload' so keep in mind 'UPDATE' in the Action column. Once you've enter a keyword for the users you'd like cash exempt, you may head on to the next step and upload the file.
Save that file, then come back to Setup > Team > Bulk User Upload > Select File > Partial Upload > Process File. That should update your users to be cash exempt.