How to Perform End-of-Year Points Adjustments

Overview

This guide walks you through the process of performing end-of-year points adjustments in Zingage. This feature allows you to remove unredeemed points from caregiver balances.

If you'd like to share an announcement with your caregivers prior to making this adjustment to their points, you may utilize a pre-written best practice template HERE. Feel free to edit the written text as needed.

Accessing Year-End Adjustments

Navigate to the Settings:

• Click on Settings in the left navigation pane

• Select Rewards Balance

• Click on the Other Global Settings tab

• Click Manage Year-End Adjustments

Setting Up Your Adjustment

Configure the adjustment parameters:

• In the Year field, enter the year for which you want to subtract points

• Preview Mode checkbox:

  • Keep this checked if you want to preview the adjustment before executing (recommended for first-time review)

  • Uncheck this box when you're ready to perform the actual adjustment

• Click the Preview the Adjustment button

Reviewing the Preview

Review the adjustment details:

• The system will display the total amount of points that will be subtracted across all user balances collectively

• You'll see a detailed breakdown showing how much will be removed from individual user point balances

• Carefully review these numbers to ensure accuracy before proceeding

Executing the Adjustment

Complete the points adjustment:

• Ensure Preview Mode is unchecked (if you want to execute the adjustment)

• Click the red Execute Adjustment button

• Read all warnings carefully on the page to understand exactly what will happen

• Confirm the action to complete the adjustment

Points to Remember:

• This adjustment is not automatic and is completely at the discretion of the agency owner

• You can perform this 'end-of-year' adjustment/points reset function at any time - it is just often completed at the end of the calendar or fiscal year