Accessing Plan Details
Go to Home in the admin sidebar
Click on any plan to open its details page
Page Header
At the top of the plan details page, you'll see:
Plan name with status badge
Plan description (type, structure, period info)
Total Awarded YTD amount (right side)
Actions menu (⋮) for available actions
Tabs
The plan details page has three tabs:
Plan Summary — Thresholds, award pool, distribution rules, qualifiers
Payouts — Participant list with awards by period
Performance — Progress to goals, charts, leaderboards
Plan Summary Tab
Thresholds Summary (if applicable)
Company-level metrics and targets
Color-coded performance indicators
Actual vs. target values
Award Pool Details (if applicable)
Pool metric type and percentage
Tiered allocation breakdown
Distribution Rules
How awards are calculated
Factor weightings and formulas
Qualifiers (for individual plans)
Qualifying criteria
Threshold requirements
Payouts Tab
Header:
Distribution period label
Export button (if awards exist)
Quarter selector (for weekly plans)
Participants Table:
Employee names
Award amounts by distribution period
Total Paid column
Row actions for each enrollment
Performance Tab
Time Period Selector: Last 7 days, Last 30 days, Last Quarter, Year-to-date, Custom range
Progress to Goal Cards:
Visual progress bars
Actual vs. target values
Integration source indicator
Success/warning/failed status
Performance Charts (if available) — Actual vs. target over time
Leaderboard (if available) — Top performers ranking
Informational Banners
You may see banners at the top of the page:
Visibility Banner — Some employees can't see this plan. Click "Share Plan" to update visibility.
Review Distribution — A period needs your review. Click to go to review page.
Processing Data — System is processing. Wait for completion (auto-refreshes).