Transfer budget or take it back

You can change a budget at any time during the current budget cycle. Both actions are on the menu at the end of each holder’s row in Rewards Hub → Budgets. Pick one Country and the Current cycle first, or the actions stay greyed out.

You need to be a super admin, or an HR admin whose role includes Allocate reward budgets.

Move points to another holder

Use this when a team shrinks or grows, or one manager isn’t using their budget.

1. On the holder’s row, open the menu and select Transfer. They’re filled in as From budget holder, with “Available to transfer” showing their balance.
2. Under To budget holder, search for the person who should get the points.
3. Enter the Amount (points): a whole number above 0, and no more than what’s available.
4. Add a Note (optional) if it helps, then select Transfer.

You’ll see “Budget transferred”. Both people must hold budget in the same country and use the same fund. Transfers work between people only, not departments.

Take back unused points

1. On the holder’s row, open the menu and select Return unused points.
2. Check Current balance. This is what will go back.
3. Choose a Reason: Reallocation (the default), Correction, Offboarded or Other. Add a note if it helps.
4. Select Return unused points.

You’ll see “Unused points returned”. The holder’s whole remaining balance goes back to the company wallet for that country. If your company splits budgets by department, a person’s balance goes back to their department’s budget.

You can’t take back only part of a balance. To leave someone with less, return everything, then allocate the amount they should keep.

Points the holder has already awarded stay with the employees who received them. Neither action sends the holder an email.

If something goes wrong

• “Source and target can’t be the same person.” Pick a different To budget holder.
• “Couldn’t read this holder’s balance.” Transfer stays greyed out until the balance loads. Pick the holder again.
• “There is nothing left to return to the wallet.” The holder has no remaining balance, so there’s nothing to take back.
• “Could not verify balance” on a department. The department’s balance couldn’t be checked. Try again in a moment.

When someone leaves the company, their remaining budget goes back on its own. See What happens to budgets when people join, leave or move.