Understanding the Perk Claiming Process
Claiming perks in TeamWins is designed to be simple and rewarding. You earn points through contributions, accumulate a balance, and redeem those points for perks you actually want. The system handles everything from eligibility checking to delivery fulfillment.
Step-by-Step Claiming Process
1. Earn Enough Points
Check Your Balance:
- Your current point balance is always visible in the dashboard header
- Points are updated in real-time as contributions are approved
- You can see a detailed transaction history in your profile
How Points Are Earned:
- Participation points: Immediate reward for contributing (5-15 points)
- Outcome points: Larger reward for business results (30-200 points)
Point Balance Example: ``` Current Balance: 127 points
Recent Activity: +5 points - Warm intro sent (2 days ago) +100 points - Qualified response received (1 day ago) +10 points - Talent referral submitted (1 day ago) -75 points - Coffee Wallet claimed (1 day ago) ```
2. Browse Available Perks
Perk Categories:
- Daily Lifestyle: Coffee, lunch, commute credits
- Wellness: Gym memberships, meditation apps, fitness classes
- Professional: Learning credits, conference tickets, certifications
- Team Social: Group dinners, happy hours, team activities
- High-Value: Extra PTO days, home office upgrades, travel credits
Perk Information Displayed:
- Point cost: How many points required
- Estimated value: Dollar value for context (e.g., "$25 coffee credit")
- Availability: Unlimited or remaining inventory count
- Delivery method: How you'll receive the perk
- Eligibility notes: Any restrictions or requirements
3. Claim Your Chosen Perk
Eligibility Check: TeamWins automatically verifies:
- You have sufficient points in your balance
- The perk has available inventory (if limited)
- You meet any eligibility requirements
Claiming Action: 1. Click "Claim" on your desired perk 2. Confirm the point deduction in the popup 3. Points are immediately deducted from your balance 4. Claim enters the approval workflow
What Happens Next: Your claim status appears in your Inbox and Profile → Your Perks section with one of these statuses:
- Pending: Awaiting approval (auto or manual)
- Approved: Ready for delivery
- Delivered: Perk has been provided
- Requires Action: Additional information needed
4. Approval Process
Auto-Approval (Instant) For low-risk perks configured for automatic approval:
- Points are finalized immediately
- Delivery begins instantly
- No waiting for manual review
- Common for: gift cards, digital subscriptions, link-based perks
Manual Review (1-2 Business Days) For higher-value or receipt-based perks:
- Reviewer (typically Finance or Admin) evaluates the claim
- May request additional information or clarification
- Approves or declines with feedback
- Common for: expense reimbursements, high-value items, custom requests
5. Delivery Methods
The delivery method depends on how the perk was configured by your admin:
#### Receipt Upload (Reimbursement) Best for: Coffee, meals, wellness, learning expenses
Process: 1. Make the purchase using your own payment method 2. Upload receipt using the camera or file upload 3. OCR processing extracts merchant, amount, date automatically 4. Finance approval verifies the expense meets policy 5. Reimbursement via your normal expense process (payroll, direct deposit, etc.)
Receipt Requirements:
- Clear photo: All text readable, no shadows or glare
- Complete information: Merchant name, date, amount, items purchased
- Policy compliance: Matches perk description and value limits
- Timely submission: Usually within 30 days of purchase
#### Link-Based (Instant) Best for: Gift cards, subscriptions, digital products
Process: 1. Immediate delivery upon approval 2. Unique URL sent via email or displayed in app 3. Redemption code provided if applicable 4. Direct access to the perk provider or service
Link Examples:
- Starbucks gift card: Direct link to add balance to your account
- Spotify Premium: 3-month subscription activation code
- Learning platform: Course enrollment link with pre-applied discount
#### CSV Upload (Pre-Purchased Codes) Best for: Bulk gift cards, voucher codes, partner perks
Process: 1. Automatic selection from available code inventory 2. Unique code assignment to your claim 3. Code delivery via email or in-app notification 4. Redemption instructions provided with the code
Code Examples:
- Amazon gift card: $50 gift card code with redemption instructions
- Gym membership: 1-month pass code for local fitness chain
- Restaurant voucher: $30 credit code for partner restaurant group
Managing Your Claimed Perks
Tracking Your Claims
Your Perks Section:
- Active claims: Currently pending or approved
- Claim history: All previous perk redemptions
- Status updates: Real-time progress on approvals
- Delivery tracking: Confirmation when perks are delivered
Notification Preferences:
- In-app alerts: Inbox notifications for status changes
- Email updates: Optional email confirmations
- Slack integration: Team channel notifications for approvals (if enabled)
The perk claiming system is designed to be rewarding and straightforward. Most claims are processed within 24 hours, and the variety of delivery methods ensures there's something valuable for everyone on the team.
