Setting up Ineligibility and Exclusion Rules | Scribe

    Setting up Ineligibility and Exclusion Rules

    • Tiffany Jin |
    • 13 steps |
    • 23 seconds
    1
    Navigate to the "Setup" icon
    2
    Click "Ineligibility"
    3
    Click "Create exclusion"
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    Select the drop-down employee fields for the exclusion you are creating
    5
    For example, if you wanted to exclude members of your "Human Resources" Department from receiving bonuses, find the value in the drop-down
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    Select "Human Resources"
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    To add an additional condition, you can click "Add additional condition" \*For example, if only the Human Resource Department of one of your company subsidiaries were excluded from referral bonuses. Please note, this mapping will be done with the Eqo Account team at implementation!
    9
    Add the additional condition value (ie. Companies)
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    Select the appropriate values from the "Companies" drop-down
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    Add a reason for the exclusion rule. \*Note, this reason will be visible to employees
    12
    Fill out the reason for the exclusion
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    Click "Create" and employees who fall under these exclusion rules will be marked as "Ineligible-Groups" and no payouts will be generated for their referrals.