Managing Plan Visibility
What Is Plan Visibility?
Visibility controls whether enrolled employees can see the plan on their dashboard:
✅ Visible — Full access to the plan, performance, and awards
🚫 Restricted — Nothing—plan is hidden from their view
When to Use Restricted Visibility
Testing a plan before making it live to employees
Preparing awards before revealing them
Onboarding employees gradually
Sensitive situations where timing matters
Visibility Banner
If any participants have restricted visibility, you'll see a banner on the plan details page:
"X employees can't see this plan yet" [Share Plan]
Click Share Plan to update visibility settings.
How to Update Visibility
Method 1: From the Banner
Click Share Plan on the visibility banner
The Update Visibility modal opens
Method 2: From Actions Menu
Click the Actions menu (⋮)
Select Update Visibility (if available)
Update Visibility Modal
The modal may have multiple steps depending on your plan's state:
Step 1: Choice (if plan has approved data)
If the plan has approved distributions and is currently hidden, you'll be asked:
Clear Data — Remove existing awards before sharing
Skip for Now — Keep existing data and proceed
Step 2: Clear Distributions (optional)
If you chose to clear data:
Select which periods to clear
Confirm the reset
Step 3: Update Visibility
See all enrolled employees
Set each employee's visibility: Visible ✅ or Restricted 🚫
Use "Select All" to change everyone at once
Click Confirm to save
Important Considerations
Before making visible:
Employees will immediately see the plan
Any approved awards will be visible
Performance data will be accessible
⚠️ Warning: If employees have already seen awards and you later restrict visibility, they may have already viewed previous results.