A claim is provided to an employee by a company if he/she bore an expenditure on behalf of the company for an official event. This user guide will take you through the steps of how to set eligibility groups on the system as there are occasions where only a certain group of employees get eligible to claim expenses. 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). You will be directed to the 'Eligibility Groups' screen as shown below.
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||Upon enabling this checkbox the user has to enter the preferred job title(s). This field is capable of incorporating multiple entries.|
|Job Categories||Upon enabling this checkbox the user has to enter the preferred job category/categories. This field is capable of incorporating multiple entries.|
|Employment Status||Upon enabling this checkbox the user has to enter the preferred employment status/statuses. This field is capable of incorporating multiple entries.|
|Gender||Upon enabling this checkbox, the user has to select from either the ‘Male' or 'Female' checkbox.|
|Location||Upon enabling this checkbox user has to enter the preferred location(s). This field is capable of incorporating multiple entries.|
|Service Period||Upon enabling this checkbox the user has to define their service period.|
|Custom Field||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 etc.|
Step 4 – Click 'SAVE' once the above-preferred fields are defined.
Note – Custom Fields may only include a limited number of categories which have set number of values such as drop-down, checkbox, etc. The ‘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 the 'Expand All' button, sections of previously created eligibility groups are fully maximized, This way the the user can edit the previously created 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.