Eligibility Groups

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.

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