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:
- Types of thumbnail icons
- When to use User Badges
- How to set up a badge program
- How to assign a badge to a user
- Assigning badges via bulk uploading
- Making badges user-owned
- Where badges appear
- 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 signed in on your Jostle platform
- 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.
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 as follows:
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 and in the Filter Drawer
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.
The system will select a suggested color when it creates the level, which you can change if you wish.
- To complete this process, click SAVE.
NOTE—You can add up to 10 badge levels (reflecting the maximum number of colors that can be displayed distinctively aside from alert colors like red and green).
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.
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.
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.
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 Filters and Settings panel.
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.
On the user's Profile card, the badge and level will appear beneath their photo.
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.
Can there be more than one badge program?
You can only have one badge program, but since it can have up to 10 separate badges, if you want to use badges for unrelated designations (like New Employee Trainers and First Aid/Safety contacts), just name the program something broad, like "Specialty Role" and then you can create individual badges for whatever you find most applicable ("Head Trainer", "First Aid Attendant", etc).
Once you've created badges for unrelated designations (like New Employee Trainers and First Aid/Safety), how do you tag an employee to multiple badges? For example, if you have an employee who is both a Head Trainer and a First Aid Attendant, how do you tag both on their profile?
At this time, only one custom user badge can be assigned to an individual user. However, as a workaround, if you have any available badge slots left (you can have up to 10 custom badges), you could always create badges with dual distinctions.
For example, you could have your individual "New Employee Trainer" badge, and "First Aid Attendant" badge, and then create a "New Employee Trainer/First Aid Attendant" badge for users who are both.
Badge titles can have up to 128 characters, so they should easily be able to support two full designations (which will appear in full when viewing someone's Profile card).