Eligibility | What is it and How Does it Work?

What is Eligibility?

Eligibility is where the platform administrator setups who does or doesn't not get to participate in a program. It can be as complex as using group rules or as simple as setting up everyone to participate in 1 button click.

At its most basic, eligibility defines whether a user can send or receive recognition.

More advanced, program eligibility can be setup through information loaded in the user file. For example, rules can be created utilizing user roles (manager vs. non-manager) and/or user attributes fields, like 'Department', 'Area', etc.

• In addition to specifying roles / attributes, admins are able to mix and match rules together. For example, you may be able to select only "managers" in the "IT department". 

How Does It Work

When creating programs, setting budgets, or even building out spotlights, administrators are able to set up User Groups based on the data available in the User Data File. Currently available fields include: 

• Area, Business Unit, Department, Division, Function, GL Code, Country Code, Location, Region, Station, Is a manager or not, and more...

Step by Step

1. When creating a program with Senders and Receivers, navigate to the "Setup" tab.
2. Senders and Receivers will have an option to be "Everyone" or "Limited". Choose Limited. 
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3. After choosing Limited, a new setting will show up named "Groups". Click on the "Add Group" button. 
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4. The "Add Group" button will create a pop up, asking you to input a name and conditions. Type in the name of your User Group.
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5. Following the Name of the User Group, you will need to set the conditions to segment your user base for eligibility. 
   1. Click the "Select Condition Type..." and choose the data field you want to segment by (see above for available fields)
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      2. If you chose the wrong Condition Type, you would need to click the 3 dots on the far-right hand side to Reset
   2. After clicking your Condition Type (ex: Location), you will see a drop down for "is" or "is not" and a dropdown for the available data in the file. 
      1. Using the Location example, you would select "is" and "TX" for all of your Texas employees. In contrast, you might select "is not" to target all employees NOT in Texas. 
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   3. If need be, you are able to add more than one criterion.
      1. Click on the + (Plus Symbol) on the right-hand side to add a new row. From there, you are able to add a new criteria similar to above. 
      2. Use the "AND" and "OR" to further define the criteria. 
         
         1. "AND" helps select users who are in both criteria, whereas "OR" helps select users that fit either criteria. 
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6. When complete, click the "Add" button in the bottom right-hand corner. 
   1. If you need to delete a criterion, click the "-" (minus sign) on the right-hand side of that criteria. 

Additionally, you may review the groups by clicking on the arrow to expand the group selection. From there, you may be able to delete the group (click the 3 dots and "Delete") or you may be able to edit the group and view members. 

Where It Can Be Used

Eligibility can be used in the following areas:

• All Program Types
  • Personal Service Anniversary
  • Personal Birthdays
  • Nominations
  • Rewards Recognition
• Spotlights