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Create a policy document criteria group

Create a criteria group to be assigned to a policy document group.

Written by Onyema

To create a policy documents criteria group, follow the steps below.

  1. Navigate to HR Admin Setup Settings and click Policy Documents.

  2. Expand the policy groups 3-dot menu and click Criteria Groups.

  3. Click Manage Criteria Groups.

  4. Click Add.

  5. Enter a Name and click OK.

  6. Select the element that will be used to identify the employees from the left hand menu e.g. Location. 

  7. Select the required values from the Available list and click the Arrow Icon to move the item to the Assigned list. 

  8. Repeat for each criteria needed.  

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