Purpose
Recognize employee accomplishments and contributions to the company with badges! Create badges for work anniversaries, employee referrals, volunteer efforts, interviewing, and more. Awarded badges live on employee profiles to showcase their achievements.
Permissions
By default, anyone at the company can create badges with the Badge Creator permission. Users with the Badge Manager permission have the added ability to manage badges created by other users.
To edit these permissions, navigate to Admin → Users, and search for a user.
Then, click the User Permissions tab and scroll down to enable Badge Creator or Badge Manager. Note: Badge Managers will inherently receive the creator permission as well.
Creating Badges
To create a badge, head to People → Badges in Cleary and click Create a new badge.
From here, title your badge, add a description, and upload an image. Images must be under 4mb. Most file types are supported but we typically recommend a PNG with a transparent background, around 100x100 pixels.
Click Create Badge to save.
Settings
When viewing a badge, click Settings to configure other options:
From here, you can adjust the notifications related to this badge, delete the badge, or change the badge owner, which will allow another employee to configure the badge and receive alerts related to it.
You can also assign a trigger to a badge, based on work anniversary or location! Any badges with work anniversary or location triggers will be awarded automatically on a daily basis to the users who match that criteria.
Awarding Badges
To award a badge, simply click the created badge you’d like to award and click Award this Badge.
You can then search for employees to award this badge to.
Alternatively, you can click upload a list. The uploaded csv should contain the employee email addresses in a single column. Any emails that do not match an active user in the system will not be awarded the badge.
Click Award to save, and the recipients will be listed under the badge. The badge will also appear on their profile!
Followers of this employee will also receive a notification on their feed, with the ability to comment or react.
Employees can also click Request Badge when viewing a badge, and write why they believe they deserve the badge.
Once they’ve submitted their request, the badge creator will receive a notification.
The creator or any badge managers can then approve the request on the badge page, clicking View badge request then Award.
Notification Settings
To customize your badge notification preferences, click your profile on the top right of Cleary and click Settings.
Under the General tab, users can adjust which channels they prefer to receive general notifications:
Navigating to the People tab will allow a user more granular control over who they wish to receive badge notifications about: