Employee category

You can assign an employee category to a match program, but you can only select one HR file column to build an employee category. If you need to layer multiple attributes, contact your Customer Success team to do special mapping.

Note: Work with your Customer Success team to ensure employee categories from your HR file are mapped to the appropriate filter before attaching them to a match program.

Add an employee category for a match program

1. From CSRconnect Admin Portal, Community setup, select Give, Employee Category.

2. Select Add Employee Category.

3. In Filter Column Name, select the appropriate name.

4. In Filter Value, select the value.

5. Select Save.

Edit an employee category

1. From CSRconnect Admin Portal, Community setup, select Give, Employee Category.

2. Locate the employee category you want to edit.

3. Select Edit.

4. Include any changes as needed.

5. Select Save.