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.
Step 1 - Select Expense > Configuration > Eligibility Groups. Eligibility Groups Screen will appear.
Step 2 – Give a name to the group in the Group Name field.
Step 3 – Select the field you want to use and select the options to include.
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 are not available for grouping.
Step 4 – Click the ‘Add Group’ button to add another group. Click Save once all groups are defined.
Watch Video - Eligibility Groups