Rule Based Selection

Rules for Enabling the OKR Module for Specific Users:

1. Enabled for Everyone (Default): The module will be available to all employees.

2. Include Specific Users: Only selected employees will have access to the module.

3. Exclude Specific Users: The module is enabled for everyone except the employees explicitly excluded.

1. Including a specific subset of users

1. Click on ‘Include by user attributes’ This lets you define access based on employee properties like department, location, etc.

2. Set the segment criteria You can choose multiple attributes (e.g., Department = Technology or Product and Location = Mumbai). Only employees who match all selected criteria will be included in that segment.

3. Click Add Once your criteria are defined, click ‘Add’ to save that segment.

4. Add more segments if needed To include other groups of employees, click ‘Include another segment’. Employees who match any of the segments will be granted access.

5. Include individuals manually (if needed) If someone doesn’t fall under any segment, you can still give them access by selecting their name directly.

2. Excluding a specific subset of users

If you want to exclude only a specific subset of employees from accessing the module, use the Exclusion Criteria section below. The process for selecting these employees is the same as in the inclusion flow. Employees added here will not have access to the module, even if they are part of an included segment.