How to Submit a Claim
How employees can browse eligible incentive programs, submit claims for points, and track claim status through approval or rejection.
Who this is for:
Employees who have been invited to participate in a claim-based incentive program.
What you'll achieve
You'll find an incentive program you're eligible for, submit a claim (with proof if required), and know how to track its status as an admin reviews it.
Steps
1. Browse available programs
Open Programs → Incentives from the sidebar. You'll see a list of programs your admin has published. Each card shows the program name, how many points you'll earn per claim, and how much time is left before the deadline.
If you've already submitted claims for a program, the card shows your progress — for example, "2/5 claimed" if there's a per-person limit, or "2 claimed" if claims are unlimited.
Only programs you're eligible for appear here. If you're expecting to see a program and it's missing, your admin may not have included you in the audience yet. Check with your workspace admin.
2. Open a program
Click a program card to see the full details: the program description, point value, deadline, and any claims you've already submitted. The description usually explains what qualifies as a valid claim — read it before submitting.
3. Submit your claim
Click Submit claim at the top of the program page. A form appears with a Proof field.
If the program requires proof, you'll need to describe how you completed the activity — for example, a summary of the training you attended or a link to the work you delivered. The form won't submit without it.
If proof is optional, you can still add context to help the admin review faster, or leave it blank.
When you're ready, click Submit claim.
4. Track your claim
After submitting, your claim appears in the My claims section on the program page. Each claim shows its current status:
You'll receive a notification (email and Slack, if connected) when your claim is approved or rejected, so you don't need to check back manually.
What to expect after
When a claim is approved, the points appear in your Earnings balance right away — the same balance you use to redeem rewards. If it's rejected, no points are deducted or lost; you simply don't receive the reward for that claim.
Some programs let you submit more than one claim. If there's a per-person limit, the program page shows how many you have left. Once you've reached the maximum, the Submit button is disabled with a note explaining why.