How to Set Up Company Values for Recognitions

Enable company values in your workspace so employees can tag recognitions with the principles that matter to your organization.

Who can use this feature

  • Available on the Team plan and above.

  • Requires the Super Admin admin permission.

Who this is for

Workspace admins who want employees to connect recognitions with the organization's core values.

What you'll achieve

By the end of this guide you'll have company values enabled in your workspace, a working list of values for employees to choose from, and control over whether tagging a value is optional or required.

Before you begin

Heads up: Enabling or changing company values affects the recognition form for all employees straight away.

  • You have admin permissions

  • Your workspace is on the Team plan or above

Steps

  1. Open company value settings Go to Admin settings β†’ Recognition β†’ Company Values. Two toggles appear at the top of the page, followed by the values table.

  2. Enable company values Turn on Enable Company Values. This adds a value selector to Step 3 of the recognition form so employees can tag their recognition with a value.

  3. Choose whether values are required or optional If you want every recognition to include a value, turn on Require Company Values in Recognitions. Leave it off to let employees decide. Disabling the main toggle automatically turns off the required setting as well, so the two stay in sync.

  4. Review the default values New workspaces start with five sample values inspired by well-known leadership principles. You can use them as-is, edit them to fit your organization, or deactivate them and create your own from scratch.

  5. Create a new value Click Create New and fill in the form:

    • Name β€” a short label (3–100 characters). Names must be unique within your workspace.

    • Description (optional, up to 500 characters) β€” this text appears as guidance underneath the value name when employees pick a value in the recognition form, so write something that helps people decide if the value fits their recognition.

    • Image (optional) β€” PNG, JPEG, GIF, or WebP, up to 10 MB. The image is displayed alongside recognitions that use this value in the feed.

  6. Edit or deactivate existing values Open any row in the table to change its name, description, image, or active status. Deactivating a value removes it from the recognition dropdown, but past recognitions keep the value that was attached when they were posted. There is no permanent delete β€” deactivate values you no longer need instead.

  7. Bulk-manage values (optional) If you have a long list, select multiple values in the table and activate or deactivate them in one action (up to 500 at a time).

What to expect after

Once values are enabled, employees see a Company Value selector during recognition creation. If values are required, the form won't submit without one. Each recognition in the feed displays the chosen value as a hashtag alongside the value image (if one was uploaded). Value names also appear in CSV exports and the activity log, so you can review which values are being used over time.

Common mistakes

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