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 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 β 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.
If you're also a program manager, you'll see a Manage Program link on the program detail page that takes you to the admin view for that program.
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 β 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 β 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 β 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.
Common mistakes
The Submit button is greyed out
A few things can cause this. The program may have reached its deadline, your admin may have closed it early, or you've already hit the maximum number of claims allowed per person. Check the program page for a countdown or a "Max reached" badge on the card.
"Proof is required" but I'm not sure what to write
Re-read the program description β it usually explains what counts as valid proof. Common examples include a short summary of what you did, a link to your work, or a reference your admin can verify. When in doubt, describe the activity in your own words and let the reviewer decide.
My claim was rejected
Open the program page and look at the rejection reason under your claim in My claims. If the program still has time remaining and you haven't hit the per-person limit, you can submit a new claim addressing the feedback.
I can't find the program I'm looking for
Programs only appear if you're part of the eligible audience and the program is still active. If a program you expected to see isn't listed, check with your admin β they may need to add you to the audience or the program may have already closed.