👀 What are custom criteria for?
You can create custom criteria to manage your subsidies in detail: status, family quotient, start date at the company, work location, hierarchical level, and so on.
These criteria then allow you to tailor the eligibility conditions for your mixed, invoice-based and envelope-type shop subsidies. You can adjust both the eligibility of beneficiaries and the amounts awarded based on a given criterion.
And what about dependants?
Dependants (children and partners) linked to your beneficiaries are also considered as usable criteria when setting up your subsidies. However, they are managed in a dedicated section, separate from custom criteria.
🧩 What are the 4 available value formats?
- 🔢 A number
- 👍 👎 Yes / No
- 📆 A date
- ✅ A selection from a list of options you define
➕ How do I create a custom criterion?
Go to the Employees page, select the Criteria tab, click on + Create a criterion, then choose Custom criterion:
A drop-down menu will appear. Give your criterion a name and choose its type from the four options: Date, Number, Yes / No, Selection.
You can also add a description (optional), which is only visible in your admin area.
Good to know depending on the type of criterion
This criterion lets you assign a value to your employees from a predefined list (for example: status, salary band, work location, etc.).
Give each option a name and set at least two choices. You can add more using + Add a choice.
Lets you assign a date to each employee. You can decide what this date means in the description (for example: company start date).
Set the required condition in the What is it for window, then enter Yes or No for each employee.
Enter a number for each employee and explain what it means in the description (for example: salary, family quotient, etc.).
Once the criterion is created, it will appear in the list of criteria.
✏️ How do I edit an existing criterion?
Click on the desired criterion in the list, then on the pencil icon in the Criterion description:
For all your criteria, you can edit the title and the description, which are for your use as an administrator.
For Selection-type criteria, click the pencil to:
- remove values by clicking the cross (X) next to the relevant option;
- add new values using + Add a choice.
Save your changes with the small tick ✔️
👥 How do I assign a criterion to my employees?
Once the criterion is created, you have three methods available.
Click on the desired criterion, then on Add employees:
Click on “From the employee list”, then search for the employee you want and enter the criterion value.
Click on “From a CSV file”:
Download the file containing your employees by clicking on “Generate a pre-filled template”.
Fill in the Value column following the example shown. The instructions will automatically adapt to the type of criterion and the fields already filled in.
Then drag the file into the interface and confirm: the criterion will be applied in bulk to your employees, according to the value entered on their row.
Find the employee you want in the Employees tab, then click on their row.
In the General tab, under Criteria, click on Enter a criterion.
A drop-down menu will appear with all the criteria you have created. Select the relevant company, then the desired criterion from the list.
Enter the required value, then confirm. The change is applied immediately.
The list of criteria assigned to your employee appears on their Employee page, in the General tab, under Criteria:
Good to know
You can assign as many criteria as you like to the same employee.
🛠️ How do I edit or remove a criterion assignment?
To edit or remove a criterion assignment for an employee, click on the three dots … at the end of the relevant criterion's row:
You can also view the list of employees assigned to a criterion at any time from the Employees > Criteria tab, by clicking on the desired criterion. From this page, you can also edit the value entered for an employee or remove them from the list by clicking on the … at the end of their row.
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