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User Badges

 

Introduction

Custom User Badges are another mechanism for identifying types of employees. They can be used to recognize training levels (gold, silver, bronze), designate Culture Champions, identify first aid attendants, etc. Each person can have up to one badge. These badges also show on the Info tab of user Profiles. They can also be used to search and filter people.

Table of contents:

  1. Types of thumbnail icons
  2. When to use User Badges
  3. How to set up a badge program
  4. How to assign a badge to a user
  5. Assigning badges via bulk uploading
  6. Making badges user-owned
  7. Where badges appear
  8. Disabling your badge Program

 

1. Types of thumbnail icons

User Badges are one of three kinds of icons that appear on people’s thumbnails throughout the Jostle platform. The three types of badges are:

  • Online Indicator: Designates people who are online in your Jostle intranet
  • External User: Designates people who are not regular employees, such as a trusted consultant or a contract employee
  • Custom User Badge: Indicates a specific attribute/role of this person

2. When to use User Badges

User Badges recognize a special attribute of certain individuals in your organization. They allow you to set up an org-wide program that increases the visibility of employees making a particular kind of contribution. These badges can be used in all manner of ways and can have multiple levels assigned to them.

One example is to create a Safety program where, within the Safety program, you have a Fire Warden, Supervisor, and a Medical Aid. The program name and the program levels can be virtually anything, making this a flexible system for recognizing important people in your organization.

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3. How to set up a Badge program

User Badges are set up by System Administrators at Administration Settings > Filters and badges > Configure User Badges. Here is how to do that:

  1. Enter a program title for your specific org-wide program (e.g. Training). This title will appear in the info tab on the user’s profile or in the Filter drawer

  2. Enter a level name for the assignable/achievable level in your program that you want to create (e.g. Assistant, Trainer, etc.) and click on “Add Badge”.

  3. The system will select a suggested color when it creates the level. You can change this color, as you wish.

  4. To complete this process, click “SAVE”.

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NOTE—You can add up to 8 badge levels (reflecting the maximum number of colors that can be displayed distinctively aside from alert colors like red and green)

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4. How to assign a Badge to a user

To assign a badge to a user, go to their Profile, click on the Info tab and then click on Edit. Find your badge program name (Title) and select the level for the user. To complete this process, click Save.

*If no badges appear in the Profile settings, the Program has been disabled in Administration settings.

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Another way to assign a badge to a user is to go Administration Settings > User accounts and data > Edit, Invite, Disable users, find your badges title and select the level for the user. Users can only be assigned to one level at a time.

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5. Assigning badges via bulk uploading
 
Badge attributes can be updated per user via a bulk upload. See this article for further details on bulk uploading. When updating the badge value for users, use "CustomBadge" as the CSV column header and enter the desired badge level for each user.

6. Making badges user-owned 

You can set the ownership of the Custom User Badge to be "Organization" or "User". By selecting “User", your employees will be able to manage the badge setting in their Profiles. By default, "Organization" is selected, which means only System Administrators will be able to manage badges for users.

To set this, please go to the Administration Settings > User Profiles > Configure user Profiles settings.

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7. Where badges appear

Once a user has been assigned a badge, the information will be added to their Profile. This will allow them to be identified and sorted in the People view via the Filter drawer. 

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The badge itself will appear in the user’s Profile picture in the lower left corner. The badge and level will be shown on the user's People menu.

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On the user's Profile card, the badge and level will appear beneath their photo.

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8. Disabling your badge program

You can disable your badge program by selecting the option “Disable this program” and click on “SAVE”. Once this is done the field will disappear from the user’s Profile and so will the badge icon in the Profile pictures and thumbnails. Data for the badge program will be retained by the system and can be re-enabled at a later date.

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