Energy Point Rule

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Overview

Energy Point Rule – Business Overview

Energy Point Rule is used to define how recognition, participation, and positive behaviors are rewarded within Dafater. It allows an organization to set clear, consistent rules for awarding “energy points” to employees or users based on specific actions, events, or behaviors. These points typically support engagement programs, internal motivation initiatives, and performance culture building.

In simple terms, Energy Point Rule acts as the policy layer that decides who earns points, for what activity, and under which conditions.

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Purpose in Business Operations

The Energy Point Rule helps organizations: - Encourage desired behaviors such as collaboration, learning, punctuality, or knowledge sharing
- Standardize how rewards are distributed across teams
- Promote transparency and fairness in recognition programs
- Support employee engagement and morale initiatives
- Track and reinforce cultural values through measurable actions

It ensures that energy points are not awarded randomly but follow well-defined and approved business rules.

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Prerequisites and Setup Requirements

Before using Energy Point Rule, the following should be in place: - A clearly defined energy points or recognition program within the organization
- Identified activities or actions that should earn points
- Defined user groups, roles, or individuals who can earn points
- Alignment with HR or management policies regarding rewards and recognition
- Management approval on how points influence rankings, rewards, or visibility

Having clarity on objectives ensures the rules support real business outcomes rather than becoming symbolic.

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Typical Workflow and Business Fit

1. Define Recognition Objectives
   Management or HR decides which behaviors or actions should be encouraged.

2. Create Energy Point Rules
   Each Energy Point Rule is created to specify:

   • The activity or trigger
   • The number of points awarded
   • Any limits or conditions

3. Apply Rules in Daily Operations
   As users perform defined actions, the rules are applied consistently.

4. Monitor Engagement and Outcomes
   Leaders review point accumulation, participation trends, and engagement levels.

5. Refine Rules Over Time
   Rules can be adjusted to better align with changing business goals or culture.

This workflow ensures energy points directly support business values and people strategies.

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Key Business Scenarios Where Energy Point Rule Is Essential

• Employee Engagement Programs
  Rewarding participation in events, initiatives, or internal communities.

• Learning and Development
  Encouraging course completion, certifications, or knowledge sharing.

• Performance Culture Building
  Recognizing behaviors that align with company values beyond formal KPIs.

• Social Recognition Systems
  Supporting peer-to-peer recognition in a structured and fair way.

• Change Management Initiatives
  Motivating adoption of new processes or tools through positive reinforcement.

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Important Considerations for Users

• Ensure rules are simple, transparent, and well-communicated
• Avoid creating too many rules, which can confuse users
• Regularly review rules to prevent misuse or unintended behavior
• Align point values with the importance of the action
• Monitor fairness across departments and roles

When used thoughtfully, Energy Point Rule becomes a powerful tool to strengthen culture, motivation, and engagement across the organization.

Basic Information

• Module: Social
• Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
enabled	Enabled	Check	✓	-	Enable or disable this energy point rule.
rule_name	Rule Name	Data	✓	-	Unique name identifying this energy point rule.
reference_doctype	Reference Document Type	Link	✓	DocType	Dafater document type where the rule applies.
fordocevent	For Document Event	Select		New, Submit, Cancel, Value Change, Custom	Document event that triggers point allocation.
fieldtocheck	Field To Check	Select		-	Document field evaluated for rule execution.
points	Points	Int	✓	-	Base energy points awarded when rule applies.
forassignedusers	Allot Points To Assigned Users	Check		-	Allocate points to users assigned on the document.
user_field	User Field	Select		-	Document field specifying user to receive points.
multiplier_field	Multiplier Field	Select		-	Field used to multiply awarded energy points.
max_points	Maximum Points	Int		-	Maximum points allowed from this rule.
applyonlyonce	Apply Only Once	Check		-	Restrict rule to apply only once per document.
condition	Condition	Code		-	Custom condition to control when points are awarded.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓

Related DocTypes

DocType	Relationship	Module
Energy Point Log	Linked from	Social