A claim is provided to an employee by a company if he/she bore the expenditure on behalf of the company for a company event. However, all employees are not eligible for claims, only a certain group of employees are eligible for claims. Sometimes, even the eligible employees are not able to qualify for a claim if certain criterions relating to a claim is not met. Furthermore, it is important for a company to create an eligible group of employees who are capable of receiving claims so that company funds are not wasted unnecessarily. With OrangeHRM a company can create its own eligibility groups according to its requirement.
Eligibility groups are used to define eligibility on expenses for a set of employees based on Job Title, Job Categories, Employment Status, Gender, Location, Service Period or a custom field.
To access this feature go to : Expense -> Configuration -> Eligibility Groups (tab). 'Eligibility Groups' screen is displayed as follows.
Step 2: Click button. Upon clicking this button a certain section of the above screen is made visible to the user.
Step 3 – Give a name to the group under the 'Group Name' field.
Step 4 - Click either of the following checkboxes.
|Job Title||The user can enable this checkbox. Upon enabling this checkbox user has to enter the preferred job title(s). This field is capable of incorporating multiple entries.|
|Job Categories||The user can enable this checkbox. Upon enabling this checkbox the user has to enter the preferred job category/categories. This field is capable of incorporating multiple entries.|
|Employment Status||The user can enable this checkbox. Upon enabling this checkbox the user has to enter the preferred employment status/statuses. This field is capable of incorporating multiple entries.|
|Gender||The user can enable this checkbox. Upon enabling this checkbox, the user has to select from either the 'Male' or 'Female' checkbox.|
|Location||The user can enable this checkbox. Upon enabling this checkbox user has to enter the preferred location(s). This field is capable of incorporating multiple entries.|
|Service Period||The user can enable this checkbox. Upon enabling this checkbox the user has to define their service period.|
|Custom Field||The user can enable this checkbox. Upon enabling this checkbox the user has to choose the custom field which the user is going to go ahead with from the dropdown, for example, blood group, date of registration, religion and etc.|
Step 4 – Click 'SAVE' once when the above-preferred fields are defined.
Note – Custom Field may only include a limited number of categories in it which has a set number of values like drop-down, checkbox, etc. ‘Text’ category of custom fields is not available for grouping.
EXPAND ALL / COLLAPSE ALL
After creating an eligibility group, it will be added to the list of eligibility groups mentioned in the 'Eligibility Groups' screen. Upon clicking 'Expand All' button sections of previously created eligibility groups are fully maximised hence the user can edit the previously eligibility groups if required. Alternatively, the user can expand the preferred eligibility groups to edit them. Refer to the image below to get an understanding of how the 'Expand All' button works.
Similarly, the user can choose the 'Collapse All' button to minimize all /selected expanded eligibility groups.
The user can remove a previously created eligibility group by clicking which is positioned towards the right-hand side of the created eligibility group. Upon clicking this button the following pop up screen is activated.
Step 1 - Click 'Yes, Delete' to delete the selected eligibility group.
Refer the following :