Plan Groups is a feature of Compass that helps classify different related plans in one group and define their characteristics accordingly. It segregates different non-related Plans while keeping the related ones together.

For example, grouping Plans that belong to a quarter, designations, etc. However, the admin can decide for themselves on which basis they want to club Plans together.

This document covers different attributes of the Plan Groups feature and its various use cases.

A Plan group is mandatory for any Plans that are created in Compass.

Go to Plans > click on “Create a Plan Group”

Once you click on the “Create a Plan Group” option, a new page will open to input the Plan group's details.

This is where you input all the info regarding the Plan group. You get to define the group name, provide a brief description of the type of Plans it will hold, the type of rewards you would want to give out for the Plans in that group (Cash vs Points) and define the start and end dates for the Plans in that group.

While the plans can still have dates that are different from those specified in the plan group, it is best to keep them within the range of plan group dates.

Once all the necessary details have been filled in, you must define the incentive approval process using the “Rewards will be distributed” option.

You can select between two options: automatic approval of incentives or defining specific admin users who must approve them before they are credited to a user’s account for redemption.

Kindly note that whatever approval mechanism you set for a Plan group will apply to all the Plans within that group and cannot be changed later. So, select the appropriate settings and approvers, if applicable, while creating a Plan group.

If the incentives are set for auto-approval, the incentives are credited to users for redemption as soon as the Plans are completed.

Alternatively, you can select the “after approval” option in the Plan group to allow for manual intervention and verification of incentives before approval. This way, once the Plans are completed, the defined admin users will get to review and approve the incentives before they are credited to a user’s account.

To define incentive approvers, click on the “after approval” under “Rewards will be distributed”.

Once you do that, a dropdown column will appear to select Approver 1. Only users marked as “Super Admins” will appear in this list. You can select the appropriate users responsible for reviewing and approving the incentives.

Only one user can be selected, so if you want to add multiple users, you can click on the “Add Approver 2” option on the right and follow the same steps.

You can add as many approvers as you want for any Plan group. But remember, only the necessary users with the authority to approve/reject incentives should be added here, as this cannot be changed later.

Once done, you can click the “Create” option on the bottom right of the screen, and the defined Plan group will be created. You should be able to see this group under the “Plans” tab. You can now add the necessary plans to that group.

All similar Plans with the same approval mechanism can be kept under one Plan group. For example, all Plans related to executives can be added under one group as they will probably have the same approvers. A Plan for Managers or Heads can be added to separate groups if they have a different set of approvers.

Likewise, all monthly Plans can be added under one group where quarterly or annual Plans can be a part of a separate group.

The admin can choose how these groups should be defined and the different Plans they would want to club together within one group.

‘Active’ menu shows the list of Plans that are currently available to make live.

‘Published’ menu shows the list of Plans that are currently live.

‘Completed’ menu shows the list of Plans that are currently completed.

‘Dropped’ menu shows the list of Plans that have been rejected to be taken live.

‘Stopped’ menu shows the list of Plans that were stopped.

‘All’ menu shows the list of all Plans.