Articles on: OneHash CRM | System Configuration

How to use the Energy Point System?

Energy Points System

Energy Points System is a rating/karma system that you can enable for your organization.

This system can be used to track the performance of each user.

To enable Energy Point System go to Energy Point Settings check Enabled.

1. How to use the Energy Point System?
To start using this system you need to create some Energy Point Rules (see section 3. How to create Energy Point Rules?) so that users can get energy points based on their activities.

2. What are Energy Point Rules?
Energy Point Rules store the information about the activity and the value of points to be allocated.

Energy Point Rule has the following fields:

Note: User Field and Multiplier Field are fetched from the reference doctype.

3. How to create Energy Point Rules?

Search for Energy Point Rule > create new Energy Point Rule

Take a look at the following example rule:

The screenshot above is the rule for Issue Closing. So when any user closes the issue he/she will be rewarded with 10 points.

Other cases can be covered similarly.

Suppose, you want to create a rule where a user gets points on completing a task, you can do so by creating following rule

4. Features

1. Auto Point allocation

Based on energy point rules created, users will automatically get points when they complete activities which are tracked using the Energy Point System.

2. Review System

Review system can be used to "Appreciate" or "Criticize" someone's work.

Check out the following GIF for the review process:

For reviewing, the user needs to have review points which can be assigned by System Manager through Energy Point Settings.

You can also setup auto review point allocation from 'Energy Point Settings':

3. Leaderboard

Go to Social Home > Leaderboard (side navigation bar)

The leaderboard shows the user's standing in the organization.

Updated on: 22/03/2023

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