April 30, 2025 — "Getting the Most Out of Zingage: Goals, Workflows & Best Practices"

Last updated: May 15, 2025

image.png

At‑a‑Glance

Webinar recording

Available for replay here

Length

60 min

Audience

Agency owners, branch managers, HR/ops leaders, frontline schedulers

Focus

End‑to‑end tour of Goal Center, Workflow Builder, and Best‑Practice templates

Why Read This

If you’re new to Zingage—or still running on “set‑it‑and‑forget‑it” mode—this session shows how to turn the platform into a retention, scheduling and culture engine without adding manual overhead. Victor Hunt (CEO) and Head of Ops Sammy Tepper walk through live demos, answer real customer questions and share quick wins you can apply in minutes.

Key Takeaways

  1. Goal Center = automated behavior change

    • Create milestone or streak goals in <60 sec.

    • Budget safeguards: monthly earning limits + employee group targeting.

    • Popular packs: Timely Clock‑ins, Perfect Attendance, Mobile Clock‑outs.

  2. Workflow Builder = reach the right people, right away

    • Send announcements, videos, documents or surveys by SMS, email and in‑app.

    • Autopilot options: send‑now, schedule‑later, recurring or event‑based (e.g., New Hire, Birthday, 30‑day check‑in).

    • Powerful add‑ons: AI‑generated images, quick video recorder, attachment library.

  3. Best‑Practice Library

    • 30/60/90‑day onboarding surveys, Welcome‑to‑the‑Team announcements, Referral drives, Availability checks.

    • One‑click “Use this template”, tweak, launch.

  4. Reporting & Compliance

    • Real‑time employee scorecards (attendance, goals, points).

    • Custom report builder with auto‑export cadence.

    • Payroll Export wizard ensures rewards are tax‑compliant & overtime‑safe.

  5. Live Q&A Nuggets

    • How to cap caregiver earnings.

    • Group texts & daily reminders via recurring workflows.

    • Automating spot rewards from WellSky activity tags.

Mini‑Playbook Shown Live

Step

What We Shared

Why It Matters

1

Turned on “15 consecutive visits = $2” Perfect Attendance goal

Demonstrates streak‑based incentives + monthly cap controls

2

Built a Birthday Spot Reward with AI image + video

Personal touch that scales—zero admin follow‑up

3

Created an Event‑based Workflow for New‑Hire Welcome

Red‑carpet experience triggers automatically from EMR data

4

Showed Caregiver View & wallet redemption flow

Confirms end‑user ease & built‑in budget limit warnings

5

Exported Payroll CSV & overtime top‑ups

Closes the loop with finance/compliance

Resources Mentioned

  • help.zingage.com – searchable knowledge base

  • success@zingage.com – Customer Success inbox