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Add and manage legacy badges

Admins can enhance and automate work anniversary celebrations. Instead of recognizing only the 1-year milestone, the system recognizes multiple milestones (such as 3, 5, or 10 years). When an employee reaches a milestone, the system automatically awards points and a badge and sends a custom certificate via email.

Add a legacy badge

  1. Click Add at the top right. 
  2. Click Select Badge to choose an icon from the badges library or upload your own.
  3. Enter the badge name and description.
  4. (Optional) Click Upload certificate in PDF and upload a certificate template with the appropriate employee tags.
  5. Click ADD.

Create legacy badges1

Certificate template guidelines

When a company badge is awarded, the system automatically generates a certificate (PDF), fills in the employee’s name and award date, and notifies the recipient by email.

Before uploading, ensure the certificate displays the correct details and includes these tags:

  • kb-article-module-5: Displays the employee’s name
  • : Displays the award date
  • 2026: Displays the number of years for the work anniversary

The system automatically replaces these tags with the recipient’s information.

Associate activities with legacy badges

After creating a badge, associate milestone activities with it.

  1. Click Add Activity.
  2. Enter the points and value.
  3. Click Save.

Create legacy badges2

You can associate multiple activities with a single legacy badge.

Manage a legacy badge

  1. On the right side of a badge, do one of the following actions:
    • Click the Delete Delete Grey icon to remove it.
    • Use the toggle to deactivate it and click Deactivate to confirm.
    • After deactivating, use the toggle to reactivate if required.
     2.   Hover over the badge and do one of the following actions:
    • Click Move to move it to another active badge.
    • Click Remove to delete the badge.
Create legacy badges3

Note: Employees do not receive deactivated badges. The system removes all associated milestone activities from deactivated badges.