Create Eligibility Profile

Create an eligibility profile to determine who gets to avail the vacation. In this example, you create a profile to check if the person is a full-time employee and if they belong to the Finance department.

  1. On the Home page, click My Client Groups > Absences.
  2. Start the Eligibility Profiles task.
  3. Create a participant profile.
  4. Provide a meaningful name for your eligibility profile and set the Status to Active.
  5. In the Eligibility Criteria section, click Employment > Assignment Status and complete these fields:
    FieldValue
    Sequence

    10

    The sequence indicates which criteria you want to process first. But in this example, you need to define only 1 criterion, so you can provide any number you like.

    Assignment Status Active – Payroll Eligible
  6. Click the Department tab and complete these fields.
    FieldValue
    Sequence 10
    Department Finance
  7. Save your changes.