Sending gifts through the Manager Portal

  • Updated

A small gesture can make a big difference. With Gifts, you can recognise employees and show your appreciation for their efforts or a special moment.

The employee receives the gift in the Epassi app and chooses which available brand they want to spend it with.

When should you give a gift?

You could give a gift to recognise an exceptional achievement, additional effort or a successful result. Birthdays, work anniversaries, the birth of a child, holidays and farewells are also suitable occasions.

A gift does not have to mark a celebration. You can also show appreciation or support after a demanding period or when an employee could use some extra encouragement.

Creating and sending a gift

  1. Go to Gifts and choose Send gifts
    1. Are you missing access to this page? Send a message to manager-support@epassi.nl or submit a ticket via the Chat widget on this page.
  2. Choose an existing card or start with a blank design.
  3. Choose the design and add a title. You can also add an image and a personal message.
  4. Choose when the gift should appear in the Epassi app. Send it immediately, schedule a date and time, or link it to a birthday or work anniversary.
  5. Select the recipients. Choose employees in the Manager Portal or add a larger number of recipients using an Excel or CSV file.
  6. Choose the gift amount. If you upload an Excel or CSV file, you can assign a different amount to each employee.
  7. Review the design, recipients, amounts and delivery time. Then select Confirm gift.

After the gift has been sent, each employee chooses where they want to spend it.

You can cancel a scheduled gift, but you cannot edit it yet. The employee receives an email and, if enabled, a push notification.

Scheduling gifts

You can schedule a gift in advance, for example for Christmas or another shared occasion. This allows you to prepare it ahead of time, after which the gift will automatically appear in the app at the scheduled time.

For birthdays and work anniversaries, Epassi uses the employee information available in the system. Check beforehand that the required dates have been entered.

Reusing a design

Do you regularly send a similar gift? Save the design as a template. You can keep it for your own use or make it available to other managers in your organisation.

Giving team leads access

You can give team leads or other managers access to Gifts so they can recognise employees within their teams. Only give them access to the groups and features they need for their role. For more information, see Managing permissions in the Manager Portal.

The manager also needs a gift budget before they can send gifts. Contact us at manager-support@epassi.nl and tell them which manager needs a budget and how much should be made available.

If the allocated budget has been used up, Contact us again at manager-support@epassi.nl to have it topped up.

Viewing the status of gifts

The overview shows which gifts have been scheduled, sent or saved as drafts. You can also see the recipients, amount, selected gift bundle and delivery time.

Need support?

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