Here's the formatted version:
Navigating the Plans List
Go to Home in the admin sidebar to see all your plans.
Statistics Bar
Above the plans list, you'll see aggregated stats:
Total Awards Paid YTD — Sum of all awards paid this year
Avg Award per Participant — Average award amount
Active Plans — Number of currently running plans
Participants — Total enrolled employees across plans
Tabs
Plans are organized into three tabs:
Current Plans — Active, Review Distribution, Processing Data, Draft plans
Past Plans — Completed plans (only shows if you have past plans)
Future Plans — Scheduled plans that haven't started yet
View Modes
Toggle between two views using the icons in the top right:
Table View (default)
Detailed rows with multiple columns
Better for comparing plans
Shows: Name, Status, Participants, Avg Award, Total Awarded, Period, Period Ends
Grid View
Card-based layout
Visual and compact
Shows: Name, Status, Awarded YTD, Participants, Start Date
Filtering Plans
On the Current Plans tab, you can filter by status:
Click the Status filter dropdown
Select a status: All, Live, Completed, Draft, Processing Data, Review Distribution, or Scheduled
The list updates to show only matching plans
Searching
Use the search box to find plans by name
Type your search term
Results filter as you type
Opening a Plan
Click any plan row (table) or card (grid) to open the plan details page.