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What's point CSV download?

  • Updated
 Contents
・ What is Point Transaction History?
・ A sample CSV file
・ How to download a CSV file
・ How the ratio is calculated

 

▼What's point CSV download?

This function is available to the admins. By downloading a list, the admins can confirm how many points each user received. Separate data is available between users who opt for "money/gift cards" and users who opt for "donation." This function will be useful for payroll calculation.

 

▼A sample CSV file

Depending on the plan your team subscribes to, you can download up to three kinds of CSV files. See below for the breakdown of each CSV file.

 

▽Pay/Gift card

PayGiftcard_1.png

①fullName

②emailAddress

③departments

  • If a member belongs to multiple departments, they will be listed with commas.

④position

  • this item is optional.

⑤employeeCode

⑥employmentType

  • Employment status
    1. Executive 2. Permanent staff 3. Contract staff 4. Agency temporary staff 5. Part-time staff 6. Subcontractor staff 7. Other 8. Unselected

⑦point

  • The total points each employee earned within the designed period.

⑧totalAmount

  • The amount of money (points x point rate)

⑨currencyUnit

  • Your team's registered currency unit will be displayed here. Please also refer to ⑧ above.

 

▽Donation (Individual users)

PayGiftcard_2.png

①fullName

②emailAddress

③employeeCode

④employmentType

  • Employment status
    1. Executive 2. Permanent staff 3. Contract staff 4. Agency temporary staff 5. Part-time staff 6. Subcontractor staff 7. Other 8. Unselected

⑤departments

  • If a member belongs to multiple departments, they will be listed with commas.

⑥position

  • this item is optional.

⑦point

  • The total points each employee earned within the designed period.

⑧donationAmount

  • The amount of money (points x point rate)

⑨currencyUnit

  • Your team's registered currency unit will be displayed here. Please also refer to ⑧ above.

⑩donationRecipientName

⑪donationType

 

▽Donation (Organizations)

PayGiftcard_3.png

①donationRecipientName

②point

  • The total points each employee earned within the designed period.

③donationAmount

  • The amount of money (points x point rate)

④currencyUnit

  • Your team's registered currency unit will be displayed here.

⑤donationType

 

▼How to download a CSV file

Team Admin ＞ Point ＞ Choose the month and type of CSV ＞ Click and download

  • You can switch the year of data to be displayed from "Data collection year".

 

▼How the ratio is calculated

▽Account status included CSV file

Members will be included in CSV as long as they meet the following conditions:

 

・Pay/Gift card

①Members in any status (Inviting, Active, Suspended and Deleted);

②The employment status of the member is eligible for receiving incentive payment or making donation; and ③The member earned one point or more in the current month.

 

・Donation

①Members in any status (Inviting, Active, Suspended and Deleted), excluding members deleted by the 5th of the month

②The employment status of the member is eligible for receiving incentive payment or making donation; and ③The member earned one point or more in the current month.

※The analytics will include members with the status of "Inviting" or "Active." As such, there may be some discrepancies between the total points in the point transaction history and the total points in the analytics data.

※At the time of your organization's initial registration with Unipos, the admin designates which employment statuses are eligible for receiving incentive payment or making donations. To change this information, please contact us from the chat in the bottom right-hand corner.

 

▽What happens if a post receive a clap in the following month or after?

The analytics will reflect when each post received points/claps, regardless of the original posting date.

Example) There is a post which was sent/received in January. If that post receives a clap in February, the points associated with the clap will be reflected in the analytics for February.

 

▽Notes

  • CSV data reflects information as of the last day of each month.

* CSV data before February 2020 reflects the employment status as of March 27, 2020.

  • Any unregistered information will be displayed as a blank field.

  • With the plan where users can choose from "incentive" or "donation", if one of these two point exchange methods is not selected by any users, that CSV file will not contain any data.

 

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