With HiThrive you can manage your active user community in (2) ways:
- Automatically: By creating rules based on any active integration (HRIS, Microsoft Teams, Slack, SSO)
To begin, you will navigate to your Active users segment in HiThrive. (Note: to learn more about segments visit our knowledge base article here). Any members within your active users segment will be active HiThrive users.
Click on Active Users
If you are allocating a points budget to all team members, you should include that points budget here and set the appropriate budgeting interval. If not, of if you only want to allocate a points budget to a subset of your team members, you can keep the points allowance 0 and create a separate segment for that group of team members. Team members who match multiple segment criteria will have a points budget that is equal to the highest amount of the segments that they are in (not the sum).
Next select your sync type: Managed Manually or Synced by profile fields.
If manual, you will have the opportunity to add all of the team members who you would like to participate (you can paste a list of email addresses as well).
If Synced by profile fields, begin to create the matching conditions for the users who are meant to participate. You can choose whether a user must match all or any of the condition(s) and add as many conditions as required. Example conditions are below:
Employee status is equal to Active
Worker category is equal to Full Time
Country is equal to United States
Country is equal to Canada
When you are satisfied with your conditions select Next.
Select which Settings to apply to the segment: Send points eligibility, Receive points eligibility, and/or User roles.
- Send points eligibility: Allows users in the segment to send points (peer-to-peer recognition or spot celebrations)
- Receive points eligibility: Allows users in the segment to receive points (peer-to-peer recognition, automated celebrations, or spot celebrations)
- User roles: Grants additional permissions to the users in the segment
Click Next and Save.