Hierarchy vs Non-Hierarchy
Currently Plum has two types of accounts,
  1. 1.
    Non - Hierarchy based.
  2. 2.
    Hierarchy based.

Non-Hierarchy based:

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Admins
Admin 1
Admin 2
Admin 3
Admin 4
Admin 5
Budget - Xoxo Points/Code
Own budget can be used only for Xoxocode and Xoxo Points
Own budget can be used only for Xoxocode and Xoxo Points
Own budget can be used only for Xoxocode and Xoxo Points
Own budget can be used only for Xoxocode and Xoxo Points
Own budget can be used only for Xoxocode and Xoxo Points
Budget - Plum Pro
Own budget can be used only for Brand Voucher procurement
Own budget can be used only for Brand Voucher procurement
Own budget can be used only for Brand Voucher procurement
Own budget can be used only for Brand Voucher procurement
Own budget can be used only for Brand Voucher procurement
Budget Transfer
One admin can transfer his entire budget to another admin
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Distribution
Xoxo Point, Code, Plum Pro
Xoxo Point, Code, Plum Pro
Xoxo Point, Code, Plum Pro
Xoxo Point, Code, Plum Pro
Xoxo Point, Code, Plum Pro
Reports
An admin can view only his reports
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Recharge
Each Admin can recharge his own wallet
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Base Currency
The same base currency for all accounts
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Hierarchy-based:

Super Admin
SA1
SA2
SA3
SA4
SA5
Reports for SA
All super admins can view reports of the entire company
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Admin
Admin 1
Admin 4
Admin 7
Admin 10
Admin 13
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Admin 2
Admin 5
Admin 8
Admin 11
Admin 14
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Admin 3
Admin 6
Admin 9
Admin 12
Admin 15
Reports for Admin
Admin will be able to see only his own rewarding report
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Budget - Xoxo Points/Code/Plum Pro/XoxoLink
Company Budget (common budget)
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Set Threshold
yes
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Distribution
Xoxo Point, Code, Link, Plum Pro
Xoxo Point, Code, Link, Plum Pro
Xoxo Point, Code, Link, Plum Pro
Xoxo Point, Code, Link, Plum Pro
Xoxo Point, Code, Link, Plum Pro
Recharge
Only super admin can recharge
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Multiple Super Admin
Multiple Admins
Common Company Wallet
Budget for each Admin
Non-Hierarchy Account (non-multi admin)
Yes
No
No
NA
Hierarchy Account (multi-admin)
Yes
Yes
Yes
No
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Non-Hierarchy account

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Use cases of Non-Hierarchy account

  1. 1.
    Perfect for an organization that wants multiple budget owners, where each budget owner has his/her own budget to reward employees. In this case, the budget owner doesn't want his budget to be consumed by a different budget owner.
  2. 2.
    If an organization has 2 HRs, where one HR is responsible for employee rewarding and another HR is responsible for the LSA award, and both want to have a separate budget and rewarding system.
  3. 3.
    Apt where the sales head and marketing heads of an organization want to have different budgets.

Features of Non-Hierarchy account

  1. 1.
    Every super admin has his/her own wallet
  2. 2.
    Every super admin gets to view his/her own reports.
  3. 3.
    Simple to use.

Limitation of non-hierarchy account

  1. 1.
    A single user doesn't have the functionality to view the entire company report.
  2. 2.
    Budgets can't be distributed.
  3. 3.
    Two types of fund, Xoxo Point/ Xoxo code, and Plum Pro

Hierarchy account

Use cases of Hierarchy account

  1. 1.
    An organization that wants to have a single company wallet and would like to allocate threshold limit to different admins. (Threshold doesn't mean budget lock, threshold means that an admin can only spend money up to the threshold value)
  2. 2.
    An organization that wants to have complete budget control and wants to allocate budget to different admins, and would like to see the usage reports for each admin.

Features of Hierarchy accounts

  1. 1.
    Single fund for all types of distribution modes.
  2. 2.
    Wallet funds can be used by anyone in the organization up to the threshold limit
  3. 3.
    Each admin can view its own report and super admin can view the entire company report.

Limitations in the hierarchy account

  1. 1.
    Budget can be utilized by anyone as the budget doesn't get locked
  2. 2.
    Once a user reaches a threshold limit he can't distribute more awards till the time super admin changes the threshold value
Last modified 1mo ago