PerkUp

Thomas Mirmotahari

Cameron Soregaroli

Sending one-off and automated rewards, scheduling sends, and managing your team and roles.

Admin: Sending Rewards & Programs

A step-by-step walkthrough of the new-reward wizard, from choosing an occasion and reward type through recipients, budget, and sending or scheduling.

How to send a reward or gift to your team

Explains how to upload a CSV to send a reward to many people at once, and clarifies that unmatched email addresses are automatically added as new directory people.

Sending rewards in bulk with a CSV

Explains how to use Schedule for later to send a reward at a chosen date and time, and how to check on or cancel a scheduled recipient.

Scheduling rewards for a future date

Walks admins through the recipient's claim email, Slack DM, claim flow, automatic daily reminders, and where to check per-recipient engagement.

What your recipients see (email, claiming, reminders)

Covers the three levers for managing a sent reward: manually resending reminders, expiring a program immediately, and removing a recipient to revoke an unclaimed reward.

Resending, expiring, or cancelling a sent reward

Admins: change a reward's end date, revive an expired budget, or revoke an unclaimed reward.

Extending, reactivating, or taking back a reward you sent

Limit a reward to specific merchant categories, and understand what recipients see.

Restricting what a reward can be spent on (categories)

How to Track Someone Else's Order

Learn how to send team lunch rewards to let employees choose their own meals!

How to set up a team lunch

The reward wizard, bulk CSV sends, scheduling, and managing sent rewards.

Sending rewards

Explains how to set up automatic new-hire welcome rewards, including send timing and the late-add catch-up window.

New hire automations

Explains the difference between email and direct mail send modes on automations and why some rewards can't ship directly.

Email vs direct mail: automation send modes

Explains where PerkUp sources shipping addresses for direct mail sends and how to find people missing one.

Where direct mail addresses come from

Explains which automation types support send timing offsets and how the send-if-added-late grace window works.

Choosing when automations send (timing & offsets)

Explains what can be edited on a live automation rule or program and how changes affect future versus past sends.

Editing a running automation or program

Explains how to configure leave of absence automations in PerkUp, including timing offsets, leave type filters, and why leave dates must be entered manually since they don't sync from HRIS.

Leave of absence automations

Explains how program budgets draw from an organization's funding accounts, the send/full/view permissions needed to fund a program, and what happens to unclaimed budget when a program ends.

Program budgets and funding accounts

Explains how to configure work anniversary reward automations, including per-year budgets and recipient targeting.

Work anniversary automations

Explains how automatic birthday rewards work and how to get employee birthdays into PerkUp so they trigger.

Birthday automations

Birthday, anniversary, new hire, and leave automations — timing, budgets, and direct mail.

Automated rewards

Explains the three ways admins can add people to the PerkUp directory: individual email invite with role selection, guided CSV import, or automatic HRIS sync.

Adding team members (invite, CSV, or HRIS)

Explains PerkUp's Member/Manager/Admin roles and why managers also need 'send' permission on a funding account before they can actually send rewards.

Granting admin or manager access

Explains how admins add a second email to a team member's directory profile, why members can't change their own email, and how HRIS syncs can import personal emails.

Adding or changing a team member's email

Explains how named label lists work in PerkUp and how admins use them to filter recipients for one-time rewards and recurring automations.

Labels and lists: targeting groups of people

Explains what happens when an admin removes a team member from PerkUp, and how HRIS terminations trigger the same offboarding automatically.

Offboarding: removing people

Adding people, roles and permissions, labels, emails, and offboarding.

Managing your team

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.