Restricting Internal Events to Selected Employees
You can restrict enrollments on an event to selected employees assigned to specific:
- any combination of the above
You do this by identifying criteria that an employee has to meet (or exceed) before they can enroll on an event.
Note: Only events with a price basis of Student or No Charge can be restricted by assignment.
For example, if you want to enable junior secretaries assigned to the Sales, Marketing and Training organizations to attend the event, but you want to prevent secretaries from all other organizations from attending, you could set up the following event criteria:
| Event
|
| Organization
| Job
| Position
|
| Sales
| Secretary
| Junior Secretary
|
| Marketing
| Secretary
| Junior Secretary
|
| Training
| Secretary
| Junior Secretary
|
Now, only junior secretaries assigned to the Sales, Marketing and Training organizations meet the attendance criteria.
To restrict an internal event to selected employees:
1. Create an event in the Scheduled Events window. You can enter a price per student for the event, or you can select the price basis of Customer-based. In this case, you do not enter a price in the Scheduled Events window.
Note: Remember, if the Secure box is checked or you check the Secure box, you can only restrict an internal event to selected employees if you are assigned to the organization that is administering the event.
2. Choose the Assignments button.
3. Enter the organization, job or position you want to use as event criteria. For example, to enable employees in the Sales organization to attend the event who hold the position of Junior Secretary, enter the following:
- Sales in the Organization field.
- Junior Secretary in the Position field.
4. Enter further event criteria, if required, then save your work.
