What are Plan Labels?
Plan Labels is a feature in Compass that helps classify related Plans into groups and define their shared characteristics. This feature keeps related Plans together while segregating unrelated ones, making Plan management more streamlined and efficient.
Examples:
Grouping Plans by quarter, designations, or any criteria the admin decides upon.
For instance, Plans for Q1 or Plans for specific job roles like Executives or Managers.
This document outlines the attributes of Plan Labels and their various use cases.
How to Create a Plan Label
Step 1: Navigate to Plans
Go to Plans in the Compass dashboard.
Click on the All tab.
Use the dropdown and select Add New to create a new Plan Label.
Step 2: Input Plan Label Details
Fill in all the necessary details for the Plan Label, such as its name and approvers.
Set Approval Workflow
When creating a Plan Label, you must define an approval workflow for the group. This determines how rewards will be distributed:
Automatic Approval:
Incentives are automatically credited to users as soon as the Plans are completed.
2. After Approval:
Requires manual intervention. Admin users review and approve incentives before crediting them to a user’s account.
Assigning Approvers
To select the After Approval option, choose “Rewards will be distributed” and set approvers.
A dropdown will appear to select Approver 1 from the list of Super Admins.
Add multiple approvers by clicking Add Approver 2 and repeating the steps.
Note: Only users with Super Admin privileges can be approvers.
Adding Approvers for Plan Activation
Ensure proper oversight by assigning approvers to Plan Activation. This helps maintain control and accuracy before a plan goes live.
Steps to Add Approvers to Plan Activation
Access Configuration:
Go to the Plan Label configuration page.
Click Edit next to the Plan Group.
2. Add Approvers:
Assign the necessary approvers for the report.
3. Set Approval Levels:
Specify the order and levels of approval.
Only Admins can configure this.
Adding Approvers to Plan Reports
Ensure data accuracy by assigning approvers to Plan performance reports. This validates earnings and transactions before activation, making reports more reliable.
Steps to Add Approvers to Plan Reports
Access Configuration:
Go to the Plan Label configuration page.
Click Edit next to the Plan Group.
2. Add Approvers:
Assign the necessary approvers for the report.
3. Set Approval Levels:
Specify the order and levels of approval.
Only Admins can configure this.
Plan Label Tab
Once you’ve completed the setup, click Save to finalize the Plan Label. The new Plan Label will appear under Plans > All using the dropdown menu.
To maintain consistency, plans with the same approval mechanism should be grouped together.
Example:
All Plans for Executives can be grouped together with the same approvers.
Plans for Managers or Heads can be placed in separate groups if they require different approvers.
This structured grouping ensures smoother incentive management and approval workflows.
Below are the possible status of Plans in a Plan 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.