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Create a policy document criteria group

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

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Written by Onyema Onyejekwe
Updated over a month ago

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.β€―

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

  8. Repeat for each criteria needed. β€―

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