Skip to main content

Add and configure eligibility

In this article, we explain how to add and configure eligibility.

L
Written by Lucy Robbie
Updated over a week ago

You can add eligibility options via the settings page, allowing you to track the eligibility documents of your employees. To add eligibility to an employee record, you must first enable the feature. To do this, contact the support team.

Add eligibility options

Once you've had your eligibility feature enabled, you can add your eligibility options. To do this, follow these simple steps.

  1. Click Settings, then click HR.

  2. Click Employee, then click Eligibility.

  3. Click the plus icon, then enter the relevant details.

  4. Indicate if the eligibility option expires using the checkbox.

  5. Click save.


Add eligibility

Once you've added your eligibility options, you can add this to your employee records. To do this, follow these steps.

  1. Click HR, then click Employee.

  2. Click Find, then select the relevant employee.

  3. Click the Eligibility tab, then click Eligibility details.

  4. Click the plus icon, then select the start date.

  5. Select the relevant eligibility and add notes if necessary.

  6. Click save.

Did this answer your question?