Compass Admin FAQs

Logged in users can see the data of their own, wherein for leaderboard top competitors will be visible.

Yes, and further can be used for gamification.

Yes, Admin can configure a separate analysis widget for a separate campaign.

Partners can use this feature to analyze the performance of the respective campaign, This is a configurable feature and the widgets will be visible only when the admin configures it.

Logs would be made available for viewing this information.

Users can be disabled but not removed from the platform.

Visual dashboards can be configured on the last step while creating a campaign. Click on Add Widget and select the desired graph and parameters for your dashboard. Multiple visualizations can be created for a given campaign.

The leaderboard is created in the last step while creating a campaign.

Yes. You can download the mobile app in the Android playstore here & iOS appstore here.

Yes. This can be done via Groups. Tag an agent using @agent_id and click on the badge/certificate icon to create a post for recognition.

Following actions can be performed in a group:

• Broadcasts

• Appreciations

• Starting a conversation

• Sharing media

• Commenting

• Tagging

• High-5

Following are the ways to reward the agents:

• Xoxoday Points

• Digital certificates

• Digital Badges

This can be done via Groups. Teams can be tagged using @group_name and the video link can be put in the group.

This can be done via Groups. An agent can be tagged using @agent_id and message can be posted in the group.

This can be done via Groups. Tag the group using @group_name and create your post for the announcement.

The dashboard gets refreshed on a real-time basis.

Yes. Custom widgets can be created for this.

Only a super admin can be the approvers of the programs.

Targets are set in the Milestones & Rewards section while creating a campaign. Campaigns can be created by opening an existing program under View Programs on the left-hand side panel. An existing program can be opened by clicking the View icon in the Status column.

New incentive programs can be created in the ‘View Programs’ section on the left-hand side panel.

Yes. Targets can be customized with respect to agent/team/project.

Yes. The display platform can be personalized only by super admin.

Select the Group and Start a new conversation. Use @group_name.

Banner can only be viewed on Mobile App.

After logging in to your account:

Click on Reset Password on the Login page and enter your registered email address. A link to reset the password would be shared on your email.

Once the admin account is created, the admin would receive a Welcome email. The admin can set their password and login at https://compass.xoxoday.com.

After the company registration, Xoxoday team creates the Admin account for the client.

Gamification is the use of gaming concepts and elements in non-game contexts to encourage participation and engagement of the participants by creating a fun environment.

It is important to stay motivated to serve one’s potential as well as the best interests of the organization one is part of. Xoxoday Compass is one such enabler of this important element of success that can help transform the landscape of incentive management and performance achievement processes.

This is done by creating games, setting milestones, performance monitoring, real time report generation, gamification of progress and leaderboard, and ensuring accuracy in pay-out considerations and calculations. A game here refers to the visual representation of performance.

A program is mandatory to be created for creating new games/ campaigns. Once the program is created it can be opened to create new campaigns. A program can host multiple campaigns.

Only the Brand Super Admin, Brand Admin and Partner Admin can access this feature. A program cannot be created by a Partner User or Brand User.

Note:

Only an admin has the authority to create a group for the users. All existing groups that they create can be viewed under this section. A new group can be created by clicking on View All.

Only Super Admin has the authority to create, assign and revoke Admin roles in this section. Click on the *+ icon to add a new admin.

Details of all Users whose details are imported in the Partner Management section will also be displayed in this section.

User Roles:

Only Super Admin has the authority to create, assign and revoke Admin roles* in this section. Users can also be added from this section, one at a time by an admin. Details of all Users whose details are imported in the Partner Management section will also be displayed in this section.

This section also has a search button on the left. The search can be made using an email ID.

Any number of milestones can be set.

How are team members made aware of the redemption process and the available options?
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There is constant communication that goes from the Compass Team and the internal teams regarding the redemption process. In addition, proper flow charts of how to redeem are also posted in the town hall.

Can my team and I view all the details about live and upcoming contests on Compass?
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Yes. Compass displays all the details for Managers as well as team members, at both the Contest (Live, History, and Upcoming) level as well as the Milestone level. In addition, all milestones in Compass programs offer tips for the team members to perform and achieve the milestone better.

Is the contest ending period shown in the Compass roll-up report*?

* A roll-up report is a detailed, hierarchical report that showcases the performances of all the team members, who are direct and indirect reportees of a manager.
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Yes. The contest ending period is shown in the Compass roll-up report. This way, you, the manager, can see the contests that are relevant for a particular period.
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Are contest-level and overall branch-level reports shown in the Compass roll-up view for all kinds of programs?
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Yes, the Compass roll-up view report does precisely that. It allows the programs to be seen at the individual team member level, the branch level, the regional level, and the zonal level.
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Can I see branch-wise and segment-wise contest qualifiers and their data?
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Yes, you can see branch-wise and segment-wise contest qualifiers and the corresponding data in the Compass roll-up view. So, for example, you can see the achievements as well as the gaps of your team members in the roll-up view.
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Can Zonal Managers see the performance gaps of their skip-level reportees?
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Yes. The Zonal Manager can see the performance gaps of their skip-level reportees and use that data to have a positive dialogue with them. These performance gap reports can be handy - especially during review discussions and monthly target discussions. All of this is available in the Compass roll-up view dashboard.
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Is a summary report generated after the contest is completed to discuss the gaps?
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Yes, the Compass Roll-up view gives a comprehensive report after contest completion. It also gives a live report based on the admin users' role that enables Zonal heads, Region heads, and other managers to discuss the gaps in achievements much before the end of the tenure, enabling time for course correction.
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Is there an option to nudge a team member for their performance?
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Yes. The system automatically nudges the members based on their performance gaps and the Milestones they have very narrowly missed. In addition, it tells them how much more they need to complete to achieve the milestone.

Is there a way to integrate regional and local initiatives into Compass and empower the Regional Managers?

Yes, there is a way to integrate regional and local initiatives into Compass.
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A Regional Manager once made a Super Admin, can create local programs. In other words, the RM can create a custom program specific to their regions and run these programs successfully end to end. This feature is particularly useful if a target group or region has been overlooked for a contest.
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Once the team members qualify for a contest, does Compass generate and share a rank report of winners?
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Yes. Once a team member qualifies for a contest, Compass generates and displays the winners in a custom format as predefined by the admins. These formats are called leaderboards and are powerful tools for instant recognition. Compass also shares these Leaderboards readily with the Townhall group.

Is there a feature to see team members' birthdays and have automated wishes for them published on Town Hall?

Yes, this is a feature under development. We plan to have birthday reminders that can be set up by the Super Admin and even have rewards sent out along with the birthday wish automatically.

Can only the top 20 (country-level/ region-level) contest leaderboards be shown to the leaders? Can the leaders initiate communication and push their teams based on this leaderboard?
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Yes. Compass has a leaderboards feature that showcases only the top 20 performers of the country/ region. In addition, the Super Admins can customize leaderboards based on their exact required criteria.
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Leaders can also initiate communication through Townhall and the zonal groups created on Compass and push information relevant to those leaderboards. Leaders can highlight the people who have won and appreciate them duly.

Does a notification go to every achiever when they complete a milestone?
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Yes, at the completion of every milestone, a notification is sent to every participant via mobile phone/email/SMS (depending on the user settings). Additionally, if the user narrowly misses a milestone, another notification is sent out intimating them of the same.
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Can I see how the contest calculations are done and how a team member is eligible for a contest?
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Yes. Every program comes with a detailed description of how the contest reward is calculated, how the team member has performed and how the eligibility is determined.

As a leader, can I see customer-level detail?
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Compass does not currently provide customer record details: It generates detailed reports of team-level contests, incentives, programs, and achievements.
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Can team members see the various stages of their sales cycle?

Yes. For example, if the Super Admin sets up a program that tracks meetings, allocations, and customer acquisitions - the end-user would see the real-time progress of the same.
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Is there a query management system with TATs or a chatbot that offers primary question responses?
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The query management system is built into every end-user app. By clicking on the customer support link, the end-user enters a query into our WhatsApp support or online chatbot and initiates communication with one of Compass customer service executives.
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Can we connect Compass to our CRM?
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Yes. Compass can be seamlessly integrated with your favorite CRM. Integrating with Compass helps with:
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20. Can I track logged-in versus not logged-in team members?
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Yes, Compass gives a detailed report of team members who have logged in, not logged, received reward points, redeemed their reward points, etc.
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