Configure automated occasion rewards to send to specific departments, locations, or custom groups rather than your entire organisation. Use group options to create targeted, relevant recognition programmes.
Purpose: Enable precise control over who receives automated rewards based on organisational structure and employee data.
⚠️ Note: You need Rewards Admin permissions to configure group options for automated rewards.
Understanding Group Options
What Are Group Options?
When setting up automated rewards, you can choose recipients:
Everyone:
All colleagues with occasion dates in Mo
Organisation-wide recognition
Single automation covers entire workforce
Customise by Groups:
Specific departments, locations, or teams
Targeted based on your Mo group structure
Multiple automations for different populations
Why Use Group Options?
Benefits of group-based automation:
Different rewards by seniority or role - Higher values for leadership
Regional variations - Different currencies or values by location
Department-specific recognition - Tailored messages for different teams
Budget control - Separate budgets for different groups
Cultural relevance - Location-appropriate rewards
Pilot programmes - Test with specific groups before organisation-wide rollout
How Group Options Work
Group Data in Mo
Group options use your organisation's Mo group structure:
Departments - Sales, Marketing, Engineering, HR
Locations - London, New York, Remote, Regional offices
Job Titles - Manager, Director, Individual Contributor
Custom Groups - Any groups you've configured in Mo
For setting up groups, see Managing User Groups.
Matching Logic
Mo matches colleagues to automations based on their group assignments:
Colleague must have the occasion (birthday or work anniversary)
Colleague must belong to the specified group(s)
If matches both criteria, automated reward is sent
If doesn't match, no reward sent from that automation
Example:
Automation: Birthday rewards for "London" location
Colleague A: Birthday today, assigned to "London" → Receives reward
Colleague B: Birthday today, assigned to "New York" → Doesn't receive this reward
Configuring Group Options
Accessing Group Options
When creating or editing an automated reward:
Go to Rewards Admin → Reward Automation
Click Set up an automation (or edit existing)
Navigate to Section 1: Automation Settings
Find "Who should receive it?" option
Selecting Recipients
Option 1: Everyone
Select "Everyone" radio button
All colleagues with occasion dates receive the reward
Simplest configuration
Single automation for entire organisation
Option 2: Customise
Select "Customise" option
Additional fields appear for group selection
Choose specific groups to target
Can select multiple criteria
Selecting Groups
When customise is selected:
Choose Group Category: Select which type of group to filter by:
Department
Location
Job Title
Any custom group categories in your Mo
Select Specific Groups: Choose which groups within that category:
Select one or multiple groups
Use checkboxes or dropdown (depending on interface)
Can combine multiple groups
Example configurations:
Single group:
Category: Location
Selection: "London"
Result: Only London office colleagues
Multiple groups:
Category: Department
Selection: "Sales", "Marketing"
Result: Sales and Marketing department colleagues
Combination (if supported):
Category 1: Location = "UK"
Category 2: Department = "Sales"
Result: UK-based Sales colleagues only
Setting Up Group-Based Automations
Strategy for Multiple Groups
Approach 1: Separate Automations per Group
Create individual automations for each group:
Birthday Automation - London Office
Birthday Automation - New York Office
Birthday Automation - Remote Team
Benefits:
Different budgets per group
Different reward values
Customised messages
Clear separation and reporting
Example:
Automation 1:
- Name: "Birthday Rewards - London"
- Occasion: Birthdays - Group: Location = London
- Reward: £25 Birthday Reward
- Budget: UK Office Budget
Automation 2:
- Name: "Birthday Rewards
- New York" - Occasion: Birthdays
- Group: Location = New York
- Reward: $30 Birthday Reward
- Budget: US Office Budget
Approach 2: Combined Groups in One Automation
Include multiple groups in single automation:
Select multiple groups from same category
Same reward and budget for all selected groups
Simpler management with fewer automations
When to use:
Same reward value appropriate for all groups
Consistent recognition approach
Smaller organisation
Simplified administration
Department-Based Automation
Common use case: Different rewards by department
Setup example:
Sales Team Birthdays:
Group: Department = "Sales"
Reward: £30 (or 300 points)
Message: "Happy Birthday! Thanks for driving our revenue. Celebrate!"
Budget: Sales Department Budget
Engineering Team Birthdays:
Group: Department = "Engineering"
Reward: £25 (or 250 points)
Message: "Happy Birthday! Keep building amazing things. Enjoy!"
Budget: Engineering Budget
Location-Based Automation
Common use case: Regional recognition programmes
Setup example:
UK Offices:
Group: Location = "London", "Manchester", "Birmingham"
Reward: £25 Birthday Reward
Budget: UK Recognition Budget
Currency: GBP
US Offices:
Group: Location = "New York", "San Francisco", "Chicago"
Reward: $30 Birthday Reward
Budget: US Recognition Budget
Currency: USD
Remote Employees:
Group: Location = "Remote"
Reward: £25 or equivalent in their currency
Budget: Remote Team Budget
Seniority-Based Automation
Common use case: Tiered anniversary rewards
Setup example:
5-Year Work Anniversaries - All Employees:
Group: Everyone
Occasion: Work Anniversary (year 5)
Reward: £50 (or 500 points)
10-Year Work Anniversaries - All Employees:
Group: Everyone
Occasion: Work Anniversary (year 10)
Reward: £100 (or 1000 points)
Best Practices for Group Options
Planning Your Group Strategy
Before setting up automations:
Audit your groups - Ensure all colleagues assigned correctly
Define recognition philosophy - Who gets what and why
Budget by group - Allocate funds appropriately
Test with pilot group - Validate before full rollout
Document your approach - Record decisions for consistency
Group Data Accuracy
Critical for success:
Keep group assignments current
Update when colleagues change roles or locations
Regular audits of group data
Process for new hires to be assigned groups
Review before launching automations
Consequences of inaccurate data:
Colleagues miss rewards they should receive
Wrong colleagues receive rewards
Budget allocated incorrectly
Recognition programme credibility damaged
Automation Naming Conventions
Clear, descriptive names:
Include occasion type: "Birthday" or "Work Anniversary"
Include group: "London Office" or "Sales Team"
Include year if relevant: "2025 Birthday Programme"
Good examples:
"Birthday Rewards - London Office"
"Work Anniversary - Sales Department"
"5 Year Anniversary - All Staff"
"Birthday Rewards - Remote Team"
Avoid:
"Automation 1"
"Test"
"Rewards"
Generic names without context
Budget Allocation
Strategic considerations:
Separate budgets per group:
Clearer cost tracking
Different funding sources possible
Independent budget management
Easier financial reporting
Example structure:
Budget: UK Birthday Programme
├── Spending Pot: London Birthday Rewards
├── Spending Pot: Manchester Birthday Rewards
└── Spending Pot: Remote UK Birthday Rewards
Budget: US Birthday Programme
├── Spending Pot: New York Birthday Rewards
├── Spending Pot: SF Birthday Rewards
└── Spending Pot: Remote US Birthday Rewards
Message Personalisation
Tailor messages to groups:
By department:
Sales: Reference targets, deals, customer impact
Engineering: Reference building, innovation, technical work
HR: Reference people, culture, team support
By location:
Include location-specific references
Consider cultural norms and preferences
Use appropriate language and tone
By seniority:
Junior: Encourage growth and development
Senior: Acknowledge leadership and experience
Executive: Recognise strategic impact
Managing Multiple Group-Based Automations
Organisation and Tracking
Automation inventory:
Maintain list of all active automations
Document which groups covered
Track budget allocation per automation
Note any gaps in coverage
Ensure complete coverage:
Every colleague should be in at least one automation
No groups accidentally excluded
Overlap intentional if it exists
Regular review of coverage
Avoiding Duplication
Colleague in multiple groups:
Scenario: Colleague is in both "London" and "Sales" groups
If you have:
Birthday Automation 1: Location = London
Birthday Automation 2: Department = Sales
Result: Colleague could receive two birthday rewards
Solutions:
Design mutually exclusive automations
Prioritise one automation over another
Accept duplication if intentional
Use more specific group combinations
Monitoring and Adjustment
Regular reviews:
Monthly: Check automation log for sends
Quarterly: Review group membership accuracy
Annually: Assess overall programme effectiveness
As needed: Adjust based on organisational changes
Key metrics to track:
Rewards sent per group
Budget utilisation by automation
Coverage percentage by group
Colleague feedback by group
Troubleshooting Group Options
Colleagues Not Receiving Automated Rewards
Check group assignment:
Verify colleague is assigned to the target group
Check if group name matches exactly
Confirm group assignment is active
Review colleague's profile in Mo
Check automation configuration:
Verify correct group selected in automation
Ensure automation is toggled ON
Check budget hasn't been exhausted
Review automation log for errors
Solutions:
Update colleague's group assignment
Correct automation group selection
Ensure data synchronisation complete
Contact support if issues persist
Wrong Colleagues Receiving Rewards
Possible causes:
Incorrect group assignments in Mo
Automation targeting wrong group
Multiple automations with overlap
Data import or sync errors
Resolution:
Audit group assignments for accuracy
Review automation configuration
Check for unintended automation overlaps
Correct data and adjust settings
Groups Not Appearing in Dropdown
Common issues:
Groups not configured in Mo
Group category not set up
User doesn't have permission to see groups
System sync delay
Solutions:
Verify groups exist in Mo user management
Check group configuration settings
Confirm Rewards Admin permissions
Wait for system sync and retry
Automation Sending to Wrong Group
Verification steps:
Check automation configuration details
Review which group is actually selected
Verify colleague group assignments
Check automation log for details
Correction:
Edit automation to select correct group
Update and save changes
Monitor next execution to confirm fix
Review past sends if need
Related Guides:
Setting Up Automated Rewards - Main automation guide
Managing User Groups - Set up groups in Mo
Creating a Budget - Budget per group
Creating Spending Pots - Spending pots per group