Referral Eligibility Rules

Introduction

The Eligibility Rules in Evolve Recruitment Marketing (RM) allow you to define customer-specific rules to apply when checking referral eligibility. These rules can be related to employee, job, candidate, or referral properties. A response of true to the rule means the referral is eligible, and a response of false to the rule means the referral is ineligible.

Audience

Company Administrators 

How Do Eligibility Rules Work

• Referrals are evaluated for eligibility at multiple stages in the referral lifecycle.
  • At Referral Time - All standard and custom eligibility rules are checked, including both job-related and general referrals.
  • At Hire Time - All standard and custom eligibility rules are checked, applicable only to job-related referrals.
  • At Exclusivity Period End - A final check is run based on settings in Referrals, marking the referral as ineligible if necessary.
    • NOTE: This check is run on both job-related and general referrals, only when the status is Referred, In Process, or Offer.
    • NOTE: The “Exclusivity Lapsed” eligibility rule will always be triggered in this case, but other rules may also be triggered at that time.
• All rules are applied, and if any single rule triggers a “false” result, then the entire referral is considered ineligible.
• It is possible that multiple rules can make the referral ineligible (i.e., referred by another employee in the eligibility period AND custom rule 2), but only a single rule will be recorded and returned with the record and any notifications.

Best Practices for Eligibility Rules

• Rule syntax is Boolean expressions.
• Rule syntax is defined to evaluate eligible referrals.
  
  • Every rule should be evaluated as “true” for the referral to be eligible.
  • Any rule that evaluates as “false” will mean the referral will be considered ineligible.
  • Example: For the rule “Employee cannot refer themselves”, the condition {user.email} != {referral.recipient_email} should be read “The Employee’s email must not be equal to the referral email”. If this condition is true, then the referral is eligible (pending evaluation of all other rules). If false (i.e., the employee referred themselves), then the referral is ineligible.
• Can use multiple conditions within a single rule, i.e., (A OR B) OR (C AND D).

Referral Eligibility Rules List

Navigate to your user menu, then click Applications.

Select Referrals, then click Eligibility Rules.

The Referral Eligibility Rules page will be displayed.

The Referral Eligibility Rules list will show all rules that have been created. For each eligibility rule, the following are available:

• Rule Name - The name of the rule.
• Rule Code Description - The standard or custom rule (English translation) for the rule that will be recorded on a referral if determined to be eligible or ineligible.
• Active - Indicates whether the rule is active or inactive. If active, the rule will be evaluated on each referral when eligibility is checked.
• Modified - When the rule was last modified.
• Created - When the rule was created.
• Actions
  • Edit.
  • Delete.
• Search – You can search for an eligibility rule by the rule name.

Create New Referral Eligibility Rule

On the Referral Eligibility Rules page, click +Referral Eligibility Rule.

You can choose to create a Blank rule or From Template.

If you choose From Template, a drop-down menu displays a list of available templates.

After you have selected a template, click OK.

The rule name and rule are pre-populated in the eligible rule.

You can define:

• Name - This must be unique and is required.
• Rule – Required. 
• Ineligible Code - This is required. The ineligible code will be recorded if the referral fails this eligibility rule. You can select from the standard rules or one of up to 25 custom ineligibility codes. NOTE: You'll need to configure the translations of the custom ineligibility codes for the English description to show here.
• Active - Toggle whether the rule is active (and in use) or inactive.

Edit Eligibility Rule

On the Referral Eligibility Rules page, choose an existing rule.

You can define:

• Name - This must be unique and is required.
• Rule – Required.
• Ineligible Code - This is required. The ineligible code will be recorded if the referral fails this eligibility rule. You can select from the standard rules or one of up to 25 custom ineligibility codes. NOTE: You'll need to configure the translations of the custom ineligibility codes for the English description to show here.
• Active - Toggle whether the rule is active (and in use) or inactive.

Delete Eligibility Rule

On the Referral Eligibility Rules page, click the delete icon.

Click Confirm.

Once deleted, you will see a confirmation pop-up.