Perkup

PerkUp Help Center

Sending flexible monetary rewards to your team is a great way to boost the company culture! Here's how to send a monetary, or spot, reward on PerkUp.

2. Click on the white "+Create reward" button to start the creation process.

3. Choose either a PerkUp template for your spot reward or click "New Spot Reward" to start from scratch: 

4. Decide how much you'd like to send, if there's going to be an expiry date to redeem the reward, and the recipients for the reward: 

5. Have some fun and personalize the email notification that will be sent to recipients for the reward! You can adjust the title, sender, and change the cover image: 

1. Once you're finished creating the reward, navigate to the bottom of the screen for sending. 

2. Here, you can choose which budget this reward is going to be funded from: 

3. You can either click the blue "Send now" button to complete the process or continue further through the next steps. 

4. If you'd like to fund the reward via corporate cord or external credit card instead of a manager budget, unclick the "Use a budget" button to prompt the "Checkout" option:

5. Click on the blue "Checkout" button to be navigated to a payment screen where you can enter the payment details. 

1. If you'd like to set spending parameters on the spot reward, you can do so after completing the sending process (either by sending now or checking out with an external card). 

2. You will see the new spot reward available in the 

 tab. Click directly on the reward to begin. 

3. Click on the white "Edit Categories" button to open the various merchant categories available: 

4. Unclick all the categories you don't want to include in the spot reward and click the blue "Save" button: 

5. All recipients will now be restricted to the preferred merchant categories when they spend their funds! 

That's all there is to it! Have fun personalizing and treating your team to various spot rewards to show just how much you appreciate their hard work!

Please don’t hesitate to reach out to our support team if you have any questions about sending spot rewards.

Learn how to send a spot reward and restrict merchant categories here.

How to send a spot reward

Your team will surely appreciate a thoughtful token of appreciation such as a curated gift. Read on to learn how to send one to your people on PerkUp today!

2. Browse through the PerkUp catalog via the category options on the left: 

3. Filter by price or the country you're sending this gift to: 

4. Click on the merchant to view the available product options and pick your desired item by clicking on it: 

5. Click the blue "Gift" button to begin the sending process. 

2. Browse through the available gift collections (categorized by occasion) and click on a gift collection to view the available product options:

3. Once you've decided on a collection, click on the "Send gift collection" button and follow the 

1. Click on the gift item to view its pricing breakdown and decide if the recipient will have the choice to swap this item for a different one (of equal or lesser value) by toggling the option on or off: 

That's all there is to it! We can't wait for your team to receive their special gifts. 

Please don’t hesitate to reach out to our support team if you have any questions about sending gifts.

Learn how to send a curated gift as a manager on PerkUp!

How to send a gift

Staying organized with your team is easy on PerkUp! Read on to learn how to efficiently manage your people so you can easily send rewards and gifts. 

2. Search for individuals via the search bar or apply certain filters to narrow down your search. Search for employees through these categories:

in terms of their activity in the company PerkUp account: 

the level of access individuals have within the company PerkUp account:

3. Click on any individual’s name to open a pop-up with their information and edit any field with ease:

It’s important to keep user details up to date (e.g. birthday, work anniversary date) so you never miss an important moment of celebration and the opportunity to reward your people.

4. You can view any individuals that have been assigned to you via the Direct Reports subtab:

That's all there is to it! We hope you enjoy organization and accessibility while managing your team on PerkUp. 

Please don't hesitate to contact our support team if you have any questions about manager functions within the employee directory!

A guide for managers on how to create labels and organize their direct reports.

Manager Guides

How to send a spot reward

How to send a gift

How to manage your team in PerkUp