đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Bundle templates allow administrators to group predefined sets of items together for easy allocation. When configuring a template, set item quantities based on what a single User should receive, as each User receives one bundle.
đĄTip: An Item must be created first before it can be added to a bundle template. See the Create and Manage an Item article for more information.
IN THIS ARTICLE:
Create a Bundle Template
Click Users > Rewards & recognition.
Click the Bundle Templates tab.
Click the Create button. The Create Bundle Template screen appears:
Enter a Name for the bundle template. The entry pre-populates the Code field.
(Optional) Edit the Code field, if desired.
Click the Save button. The Items section appears below the bundle:
Click the Add button. The Add Item window appears:
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Click the Rewards & recognition Item dropdown menu to select an item.
Enter the Quantity of the item that is distributable to an individual at one time.
Click the Submit button.
Repeat steps 9-12 to add more items to the bundle.
Clickthe Save button.
Update a Bundle Template
Click Users > Rewards & recognition.
Click the Bundle Templates tab.
Click the More Actions menu on the bundle template you wish to update.
Click Update/View Items. The Update Bundle screen appears:
Update information or add additional items, if desired.
Click the Save button.
Delete a Bundle Template
â ď¸ Warning: Deleting a bundle template is a permanent action and data cannot be restored. Bundle templates cannot be deleted if there are assigned items waiting to be distributed in the Bundles and Bundle Items tabs.
Click Users > Rewards & recognition.
Click the Bundle Templates tab.
Click the More Actions menu on the bundle template you wish to update.
Click Delete. The following window appears:
Click the Yes button.