Create an eligibility rule
Go to Recognition → Eligibility rules → Create rule and work through five steps. A rule does nothing until you add it to an award, badge or service milestone.
An eligibility rule limits who can give or receive recognition. You make a rule once and reuse it on as many awards, badges and service milestones as you like. Go to Recognition → Eligibility rules and select Create rule.
You need to be a super admin or have the Manage awards permission. Without it, the tab isn’t in your menu.
- Name. Enter a Rule name of up to 50 characters. Use a name that says who it’s for, such as “Sales team in India”.
- Who can give. Optionally choose the giver’s Giver country, Giver departments, Giver gender, Giver employee types and Giver company entities. Giver grade groups aren’t here; you set them on each award.
- Who can receive. Optionally choose Recipient departments, Recipient gender, Recipient employee types, Recipient company entities and Recipient grade groups. Recipient countries aren’t here; you set them on each award.
- Giver and recipient.
- Turn on Giver and recipient must be in the same department or Giver and recipient must be in different departments. Either one needs at least one giver department from step 2.
- Optionally set Minimum recipients (1 to 49) and Maximum recipients (1 to 50) for each recognition. The maximum can’t be lower than the minimum.
- Employee data rules. Optionally check how the giver and recipient are related using your company’s employee data fields. For example, Giver must appear in the recipient’s checks that the giver is named in one of the recipient’s employee data fields. In each group you can choose only one rule.
Select Create rule. You’ll see “Eligibility rule created”.
Leave a step empty if you don’t need it. If you add no conditions at all, the rule won’t limit anyone.
Use the rule
Turn on Use eligibility rules when you create or edit an award or badge, then choose the rule. See Create a standard award and Create a badge.
When an employee recognises someone, awards that the two of them don’t qualify for are hidden.
Change a rule
On the list, Eligibility requirements sums up each rule and Used by awards and badges shows where it’s used. Service milestones aren’t counted in that column.
To change a rule, choose Edit rule from its menu, then Save changes. The change applies everywhere the rule is used. You can’t delete a rule, so give each one a clear name.