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How do I choose which employees are eligible for a campaign?

How to pick which employees can earn from a campaign, using filters like location, department and job title.

For: Owners, Managers

A campaign is an automatic reward. You choose which employees can earn from it. Use filters so only the right people take part.

Steps

  1. Open the campaign. Start a new campaign or edit one you have.

  2. Add eligibility filters. Pick from location (sites or regions), department (teams or business units), job title, hire date, or job type, like full-time or contractor.

  3. Check how filters combine. People must match every filter. For example, Location "Chicago" plus Department "Operations" picks only Operations staff in Chicago.

  4. Change the list by hand. Owners and Managers can add or remove single employees, whatever the filters say.

  5. Review the list. Check that everyone you expect is there before you turn the campaign on.

Good to know

  • Changing who can earn after launch can feel unfair to employees. Please decide first.

  • These filters are examples. Your company may have more.


Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.

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