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The PerkUp Glossary

Last updated August 2, 2025

This glossary defines common terms you’ll see throughout the PerkUp platform. It’s designed to help you understand how different features work and how to navigate the system with confidence.

On Demand Swag

Swag items that can be ordered and shipped one at a time, without any minimum order quantity. These are typically stored and fulfilled through PerkUp’s global warehouse network. Ideal for new hires, remote teams, or one-off rewards.

Bulk Swag

Larger swag orders placed in advance, usually for events or team-wide programs. Items are produced, stored in a PerkUp warehouse, and then distributed as needed.

Swag Store

A customizable storefront where employees can redeem PerkUp funds for swag selected by your organization. Admins can control inventory, branding, and eligibility.

Perk Card

A prepaid Visa card issued through PerkUp. It can be used online or in-store (via Apple Wallet or Google Pay), works in over 200 countries, and has no foreign exchange fees. Available in virtual or physical form.

Monetary Rewards

Cash-value rewards that can be sent to a recipient’s PerkUp account. These can be spent on swag, gift cards, or transferred to a Perk Card.

Gift Cards

Digital gift cards from over 5,000 global brands. Recipients can choose the card they want and redeem it instantly, based on their country or region.

Gifting Catalog

PerkUp’s curated selection of 60,000+ physical gifts, available for sending globally. Gifts are sorted by category, recipient type, and occasion.

Spot Reward

A one-time reward sent to recognize an individual or team. Spot rewards can be monetary, swag-based, or gift-based, and are often used for performance recognition or peer-to-peer programs.

Automation

A scheduled workflow that sends rewards automatically based on triggers like start date, birthday, or work anniversary. Automations can include reminders to managers and custom messages.

People Directory

A list of employees uploaded into PerkUp. This includes their name, email, department, manager, start date, birthday, and other custom fields used for sending gifts and assigning budgets.

Event

A module used to coordinate swag shipments to conferences, trade shows, or other marketing events. Includes tools for scheduling deliveries, assigning shipping addresses, and uploading required shipping documentation.

Balance

The available funds in your organization’s PerkUp account. Admins can allocate balances to teams or managers and fund the account via credit card or bank transfer.

Budgets

Sub-accounts or limits assigned to specific users or teams. Budgets help organizations manage spending and track allocation across departments or locations.

Permissions

Access controls that determine what a user can see or do within the platform. Common roles include Admin, Manager, and Member, each with different levels of visibility and control.

Member

A standard user who can receive rewards, view their transaction history, and redeem funds. Members do not have access to admin tools or budget management.

Manager

A user who can send rewards to their direct reports, manage team budgets (if enabled), and view team activity. Permissions can be customized by the Admin.

Admin

A user with full access to the platform, including user management, reporting, budgets, automation, and integration settings.

HRIS Integration

A connection between PerkUp and your HR platform (e.g., Rippling, BambooHR) used to sync employee data such as start dates, birthdays, departments, and employment status.

Slack Integration

An optional integration that enables PerkUp to send automated reward notifications to recipients and managers directly in Slack.

Amazon Business Integration

Allows eligible users to place Amazon Business orders directly through PerkUp. Orders are tracked and linked to your gifting activity.

Custom Label

A tag used to filter or organize employees within the People Directory. Common labels include region, team, or employee type.

Start Date

An employee’s first day at the company, used to trigger new hire automations and help track tenure-based rewards.

Blocked User

A user who has been deactivated or removed from access. This status prevents them from receiving or spending rewards.

Reward Activity Report

A downloadable report showing all rewards sent through the platform, including type, amount, recipient, and delivery status.

Engagement Metrics

Insights into how employees interact with rewards, including redemption rates, swag usage, and gift card selection trends.

If there’s a term you don’t see here, reach out to our support team and we’ll be happy to clarify it for you.

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