Engagement Setup 1. Overview The Engagement Setup section in the Settings Centre allows admins to configure employee engagement features such as rewards, recognitions, and automated celebration posts. These settings help improve user participation, motivation, and platform engagement by enabling timely acknowledgements and milestone-based interactions. 2. When to Use Use Engagement Setup when you want to: Reward users for achievements using badges and certificates Automatically celebrate birthdays and work anniversaries Configure occasion-based posts and engagement moments Standardize engagement activities across the organization 3. Concepts Badges – Visual rewards given to users for achievements Certificates – Formal recognitions issued upon completion Birthdays – Automated birthday celebration posts Anniversaries – Automated work anniversary posts Occasions – Custom engagement events or celebrations 4. Set Up Guide Path: Menu → Settings Centre → Engagement Setup Under Engagement Setup, you will see the following options: Badges Certificates Birthdays Anniversaries Occasions Each option redirects to its respective configuration page. Configuration Overview Click on the required engagement type Configure settings as per your organization’s requirement Save changes to apply them across the platform Note: Each engagement feature (Badges, Certificates, Birthdays, Anniversaries, and Occasions) has its own detailed help document.You can find and access all related documents in the Related Links section of this document. 5. User View Users see badges and certificates on their profiles when awarded Birthday, anniversary, and occasion posts appear automatically in the feed Engagement posts are visible based on admin configurations and user eligibility 6. Reporting Badge and certificate awards are trackable through reports Engagement activities reflect in user participation and engagement analytics Birthday and occasion posts do not have separate reports but impact feed activity 7. Best Practices Use badges and certificates consistently to encourage learning completion Schedule birthday and anniversary posts at appropriate times Limit the number of occasion posts to avoid notification fatigue Align engagement activities with company culture and values 8. Related Links / FAQs Refer to the detailed help documents for each engagement feature: Badges – Setup & Management Certificates – Setup & Issuance Birthdays – Automated Celebration Setup Anniversaries – Work Anniversary Setup Occasions – Custom Engagement Events These documents provide step-by-step configuration and examples. 9. Version Notes Last Updated: 29 Dec 2025