How to use eligibility items in evaluation cycles
Eligibility items are extra items reviewed as part of each user's evaluation, for example criteria used to decide access to rewards or benefits. You create them in Career Settings and turn them on per cycle.
What are eligibility items?
Eligibility items are reviewed during the evaluation, alongside goals and skills. They do not change the evaluation score and they do not decide who is included in a cycle: who is in a cycle depends on the cycle's groups. Organisations use them to control eligibility criteria, for example for rewards or benefits.
Eligibility items are only available if they are enabled for your organisation. If you do not see them in Career Settings, they are not enabled.
Where do I create eligibility items?
Go to Modules > Evaluation & Careers > Career Settings and open a career.
In the Eligibility Items section, use Add and enter the Eligibility Item Name.
Click Create.
You can search, edit and delete items in the same section. Deleting cannot be undone.
How do I turn eligibility items on for a cycle?
In the cycle form, select Has eligibility items?. Do this before the cycle starts: once the cycle has started, the option can no longer be changed.
How do I follow eligibility items in a cycle?
On the cycle page, select See all users. In cycles with eligibility items, the Cycle Users list has an Eligibility Items column and filter, with the status Pending Review or Reviewed for each user. Use the filter to find the users whose items still need review.
In touchpoint periods with eligibility items, the touchpoints list shows the same column.