Create a New Management Rule

Select 'Management Rule' from the toolbar.

1. Click '+ Create New Management Rule'.

   

2. Enter the 'Management Rule Name'. Optionally, enter a description for this condition.

   

3. Set the conditions for the management rule.

   • When setting conditions based on member attributes

     Set conditions using member attributes such as department, job type, project, location, and employment type.

     You can combine multiple conditions like 'Full-time Employee' and 'Location: Tokyo'.

     

     • When assigning to all members

       Turn 'Assign to All Members' to 'ON'.

       

     • When assigning members individually

       1. Click 'Individual Member nomination' at the top of the screen.

          

       2. Select the checkboxes for 'Members to Always Assign' and 'Members to Never Assign'.

          

       3. Enter the reason for member selection and click 'Complete'.

          

4. Click 'Complete Creation' at the top right of the screen to finish creating the management rule.

   

   Note: Click 'Preview' at the top right of the screen to see which members the management rule applies to.

   

Related Links

Example of Creating Management Rules