Admin Guide

As an Admin, you have full control over the G4mify platform. You create strategic initiatives, run point calibration sessions, manage users, and oversee the entire contribution tracking system.

Your Key Responsibilities

1. Create Strategic Initiatives

Strategic initiatives are the core unit of work in G4mify. You define what the organization is working toward.

When creating an initiative, you'll set:

• Title and description — what the initiative is about
• Success criteria — measurable outcomes that define "done"
• Base points — the starting point value (refined through calibration)
• Checkpoint date — target date for progress review

2. Assign Owners (Managers)

Each initiative needs an Owner — a Manager who will be responsible for executing it. The Owner:

• Adds contributors (ICs) and sets allocation percentages
• Tracks progress and dispenses points at checkpoints
• Requests completion when work is done (you review and assign a tier)
• Requests scope adjustments when requirements change (you approve, modify, or deny)

3. Run Point Calibration

Calibration ensures point values are fair. Here's how it works:

1. Create a calibration session — select which initiatives need point calibration.
2. Set an anchor for each initiative — your best estimate of the point value. The system calculates a voting range around the anchor (default: +100% / −75%, minimum 5 points).
3. Open voting — managers see the range and submit their estimates. The initiative Owner's vote carries 3x weight. Votes outside the range are allowed but flagged.
4. Review and finalize — after closing voting, review all votes and any out-of-range flags. Set the final points within range (no justification needed) or override with a written justification.

Alternatively, you can skip calibration and set points manually on any initiative from the Point Review table.

4. Manage Users

From the Admin Users page, you can:

• Invite new users — send email invitations with a link to set their password
• Assign roles — Admin, Manager, or IC
• Set manager-IC relationships — which ICs report to which Managers
• Reset passwords — users can also reset their own via the login page

5. Configure Point Visibility

You control how ICs see point values. Options:

ICs always see their own earned points, regardless of this setting. In Tiers mode, ICs can browse all org-wide initiatives on their "All Initiatives" tab and see tier badges (Gold/Silver/Bronze) instead of exact point values. In Hidden mode, the tier badges are not shown.

6. Point Review

The Point Review table provides a consolidated view of all initiatives and their point status. From here you can:

• See calibrated points, checkpoint awards, and bonus points at a glance
• Inline-edit point values for any initiative
• Filter by status, manager, calibration session, or contributor
• Identify initiatives that haven't been calibrated yet

7. Bulk Operations

G4mify supports bulk operations to save time:

• CSV Import (Initiatives) — upload a spreadsheet to create many initiatives at once
• CSV Import (Users) — bulk-create user accounts from a CSV file
• Inline Editing — edit initiative details directly in the table without opening a detail page
• Bulk Select — select multiple initiatives for batch status changes or deletion

8. Review Completion Requests

When a Manager submits a completion request, the initiative enters Pending Completion status. Point dispensing and scope adjustments are frozen until you act. You have three options:

• Approve with tier — assign a completion tier (Full, Partial, or Incomplete) which determines the Manager's completion bonus. Remaining base points are distributed to contributors (or forfeited based on Manager's recommendation).
• Reject with feedback — send the initiative back to Assigned status with written feedback. The Manager can address the feedback and resubmit.
• Complete directly — you can also complete initiatives directly from Assigned or Blocked status without waiting for a Manager request. This is useful for managing deadlines or addressing inactive Managers.

Completion Tiers

Tier multipliers are configurable in Settings. The Manager's completion bonus is: calibrated points × tier multiplier.

9. Review Scope Adjustment Requests

When a Manager requests a scope adjustment (change to calibrated points), you review and decide:

• Approve — accept the proposed point value change.
• Modify — approve the adjustment but set a different point value than proposed.
• Deny — reject the request with a reason. The calibrated points remain unchanged.

Scope adjustments can only be made on Assigned or Blocked initiatives. You can also initiate scope adjustments directly without waiting for a Manager request.

10. Scoring Settings

From the Settings page, you can configure:

• Completion tier multipliers — the default values (Full = 3.0×, Partial = 1.5×, Incomplete = 0.5×) can be adjusted
• IC bonus cap — the maximum bonus percentage Managers can award at completion (default: 50% of calibrated total)
• Point visibility mode — Tiers (Gold/Silver/Bronze badges) or Hidden
• Calibration range settings — anchor range percentages and hard floor for calibration sessions

Navigation

Your admin navigation includes:

• Dashboard — overview stats, quick actions, recent activity
• Strategic Initiatives — create, manage, and track all initiatives
• Point Review — consolidated view of all initiative points with inline editing
• Calibration — create and manage calibration sessions
• Users — manage users, roles, and invitations
• Leaderboard — IC and Manager rankings
• Reporting — analytics on initiatives, points, and completion rates