documentation/content/applications/hr/referrals/rewards.md

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2025-02-27 18:56:07 +07:00
# Rewards
After employees have successfully earned referral points, they can exchange their points by
purchasing rewards in Odoo's *Referrals* application. Rewards **must** be {ref}`created and
configured <referrals/create>` before employees can {ref}`redeem points for rewards
<referrals/redeem>`.
(referrals-create)=
## Create rewards
Rewards are the only configurations needed when setting up the *Referrals* application.
Only users with {guilabel}`Administrator` rights for the *Recruitment* application can create or
modify rewards.
To add rewards, navigate to {menuselection}`Referrals app --> Configuration --> Rewards`. Click
{guilabel}`New`, and a reward form loads. Enter the following information on the form:
- {guilabel}`Product Name`: enter the name as it should appear for the reward. This field is
required.
- {guilabel}`Cost`: enter the amount of points required to redeem the reward.
- {guilabel}`Company`: using the drop-down menu, select the company the reward is configured for. If
a reward is available for multiple companies, each company **must** configure a reward for their
specific company. This field **only** appears if in a multi-company environment; if this field
appears, it is required.
```{eval-rst}
.. example::
A corporation with three different companies offers a gift card as a reward. In the database,
there are three separate rewards listed for a gift card, one for each of the three companies.
```
- {guilabel}`Gift Responsible`: using the drop-down menu, select the person responsible for
procuring and delivering the reward to the recipient. This person is alerted when the reward is
bought in the *Referrals* application, so they know when to deliver the reward to the recipient.
- {guilabel}`Photo`: add a photo of the reward, which appears on the rewards page. Hover over the
image box in the top-right corner (a square with a camera and plus sign inside it), and a
{icon}`fa-pencil` {guilabel}`(pencil)` icon appears. Click the {icon}`fa-pencil`
{guilabel}`(pencil)` icon to select and add a photo to the reward form. Once a photo is added,
hovering over the image reveals two icons instead of one: a {icon}`fa-pencil`
{guilabel}`(pencil)` icon and a {icon}`fa-trash-o` {guilabel}`(trash can)` icon. Click the
{icon}`fa-trash-o` {guilabel}`(trash can)` icon to delete the currently selected image.
- {guilabel}`Description` tab: type in the description for the reward. This is visible on the reward
card, beneath the title. This field is required.
```{image} rewards/rewards.png
:align: center
:alt: A filled out reward form with all details entered.
```
:::{important}
It is advised to enter a {guilabel}`Cost` and add a {guilabel}`Photo`. If a cost is not entered,
the default cost is listed as zero, which would list the reward as free in the reward shop. If a
photo is not selected, a placeholder icon is displayed on the rewards page.
:::
(referrals-redeem)=
## Redeem rewards
In order to redeem a reward, points must be earned. These points can then be used to purchase a
reward.
To purchase a reward, click the {guilabel}`Rewards` button on the main {guilabel}`Referrals`
dashboard. All the configured rewards are listed in individual reward cards.
The required point amount needed to purchase a reward is listed in the top-right corner of the card.
If the user has enough points to purchase a reward, a {icon}`fa-shopping-basket` {guilabel}`Buy`
button appears at the bottom of the reward card. If they do not have enough points for a reward, the
reward card displays {guilabel}`You need another (x) points to buy this`, instead of a
{icon}`fa-shopping-basket` {guilabel}`Buy` button.
Click the {icon}`fa-shopping-basket` {guilabel}`Buy` button on a reward to purchase it. A
{guilabel}`Confirmation` pop-up window appears, asking if the user is sure they want to purchase the
reward. Click {guilabel}`OK` to purchase the item, or {guilabel}`Cancel` to close the window, and
cancel the purchase.
After {guilabel}`OK` is clicked, the pop-up window closes, and the points used to purchase the
reward are subtracted from the user's available points. The rewards presented are now updated to
reflect the user's current available points.
```{image} rewards/redeem-rewards.png
:align: center
:alt: |-
: Buy button appears below a mug and backpack reward, while the bicycle reward states how
: many more reward points are needed to redeem.
```