Training and Guides
Sync Your Google Calendar with Compass: This document provides step-by-step instructions for syncing your Lehigh Google calendar with the Compass system.
Documenting a Student Interaction: This document outlines the steps for adding Appointment Summaries and Notes in Compass.
Not sure what to include in your summaries/notes? Refer to:
Setting Up Appointment Availability: This help document will review how to set the times and days you are available for appointments and drop-ins.
Definitions of Alerts, Cases, and Hand Raises: This document provides definitions of key Compass terms that enable proactive student support.
Issuing Early Alerts: This document outlines the steps for faculty to inform a student, their advisor, or academic support staff of an academic concern so that a plan of action can be created and support and resources offered.
Learn more about the Early Alerts available in Compass.
Issuing Referrals: This document outlines the steps for faculty and staff to proactively connect students to campus resources and support services.
Learn more about the Referrals available in Compass.
Creating and Managing Student Lists: This document outlines your options for creating and managing student lists to help you track students over time or send messaging to students on the lists.
Compass Quick Start Guide: This document will help you establish fundamental settings to initiate your usage of Compass. EAB provides an overview of setting up availability, syncing your calendar, communicating with students, adding appointment summary reports, submitting progress reports, issuing alerts, creating appointment campaigns, and creating advanced searches.
Virtual Training: In May 2025, our EAB launch consultant provided a virtual training to introduce Compass and some of its features.
FAQ
Compass will provide you with easy access to student information. You can take notes, message students with AI support, make campus referrals, send text messages to students, track your advisees' academic progress, issue early alerts, and more, all in one location: Compass!
Data is pulled from Banner once a day (nightly), so any updates to a student's record in Banner will be reflected the next day (this includes registration).
Yes, student notes / appointment summaries are part of a student's educational record and subject to FERPA and subpoenas.
You will use your Lehigh login username and password.
NO. The Banner transcript is the official academic record. You can access the Banner transcript through connect.lehigh.edu.
Roles and permissions, which vary amongst campus users of the Compass platform, are determined by Lehigh's Compass leadership team and are automated in the Compass system.
Wondering which digital tool to use?
Lehigh's Digital Platform Guide is your quick guide to navigating Lehigh's essential digital platforms as a faculty or staff member. Click the button below to view a list of actions you may need to take as a faculty or staff member and the best digital tools to accomplish those tasks.