Exclude beneficiaries or define exceptions

Before you get started

By default, all employees of regulation establishments are considered beneficiaries.

You can add exclusion rules to exclude certain employees. Three exclusion criteria are available: 

• Choice of one or more departments
• Choice of one or more occupation categories
• Choice of one or more employees

You can also define exceptions by employee in relation to the regulations service start date or the type of voucher (paper or digitized ) in relation to the default type of voucher for the issuer.

For more details on how to create a regulation, please consult this page: Defining the rules for distribution.

Exclude an employee 

You can exclude an employee directly from the list of beneficiaries:

1. Open the menu Settings.
2. Open your regulation.
3. Open the 2nd tab "Beneficiaries".
4. Click on the icon to the right of the employee row who is to be excluded.

Add an exclusion rule 

To restrict the list of beneficiaries, you can add one or more exclusion rules:

1. Open the menu Settings.
2. Open your regulation.
3. Open the 2nd tab "Beneficiaries".
4. Click on the button "Add an exclusion rule" then "Add a criterion".

Select a criterion (e.g. "department") then the value of this criterion (e.g. "Consulting"), the number and list of employees concerned who will be excluded from the beneficiaries are displayed.

Click on "Exclude these X people and validate the rule" to validate the exclusion of these beneficiaries.

You can combine exclusion criteria, such as "Department" and "Occupation Category".

You can combine several exclusion rules (a department for an establishment, for example).

Active exclusion rules are indicated in the beneficiary list.

Define one exception per employee

You can also define exceptions for each employee concerning the date the employee must receive meal vouchers or the type of voucher (paper or digitized).

The following exceptions can be granted:

• Service start date (relating to the employee's contract start date)
• Type of voucher: paper or digitized (relating to the issuer's default type of voucher)

To define an exception for each employee:

1. Open the menu Settings.
2. Open your regulation.
3. Open the 2nd tab "Beneficiaries".
4. For the employee you wish to define an exception for, click on the blue cog wheel.

Then select a later service start date or the "Paper" voucher type if the employee does not want digitized vouchers.

You can reset the regulation value (date or voucher type) by clicking on the blue link.

For employees with exceptions relating to the regulations, a blue dot is shown next to the value that differs (service start date or voucher type).