Create Eligibility Profiles

You need to create eligibility profiles so that you can associate them at the template level and with performance document periods. You create eligibility profiles using the Eligibility Profiles task in the Setup Maintenance work area.

You can associate eligibility profiles for any profile usage to a performance template. However, only those with the assignment set to Specific assignment are available to associate with performance templates.

Eligibility profiles can either be required, or not required, and can be used in combination so that workers must match some or all criteria. Performance documents created from the template that has eligibility criteria are available only to the workers who meet the criteria. If you don't associate eligibility profiles with a performance document, the document can be created for everyone in the organization.