Set up an employee badge pass rule

Learn how to create rules for printing an employee badge pass. You must have the Administrator user role to access these settings.

How it works

When you are printing badge passes for employees, you can set up rules to choose the conditions which must be met for a badge pass to print, e.g. employees from another location only.

Set up as many rules in your location as required. Each rule must meet all options selected to print the chosen badge pass, e.g. if you select a department and a role type in one rule, then the employee must belong to the department and have that role type assigned.

If you want to set up multiple scenarios that could result in a pass printing, e.g. global roaming employee or employee with driver’s license token type, then you would set up a different rule for each scenario with one option selected.

Set up a rule

To set up a rule, you first need to create your badge pass template.

To add a rule: 

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Questionnaire Manager.
  3. Select the Employees tab.
  4. Select the Badge Pass Rules sub-tab.
  5. Click Add Rule.
  6. Choose the template using the dropdown list.
  7. Select the options. See below for details on the options available.
  8. Click Save.

    Employee-badge-pass-rules.png

You can repeat this for as many rules are you need to set up. If you have more than one rule with the same options selected, the first rule in the list will be applied.

Badge pass rule options

When an employee signs in at a kiosk and meets all the options selected in the rule, the chosen badge pass template will print automatically:

  • Employees in the following Departments – An employee signing in with any of the selected departments.
  • Employees with the following Employee Role Types – An employee signing in with any of the selected role types.
  • Employees with the following Token Types – An employee signing in by scanning a token with any of the selected token types.
  • Global Roamers – An employee with a different home location.
  • Manual Sign-in – An employee signing in by entering their name into the kiosk, rather than scanning a token.

    Employee-badge-pass-rules-GR.png

Order multiple rules

When you have multiple employee badge pass rules, you can change the order they appear in the list. If you have more than one rule with the same options selected, the first rule in the list with those options will be applied.

To change the order of your rules, click and drag the rules using the ordering icon.

Reorder-Rules.gif

Enable employee badge pass printing on a kiosk

Once you have enabled the badge pass rules for your location, if you are printing from a kiosk, you need to enable printing on that kiosk. Enable printing on all kiosks that you want to print employee badge passes from.

To enable employee badge pass printing: 

  1. Go to Locations, then select the location from the drop-down list.
  2. Select Sign In/Out Kiosks.
  3. Click View next to the kiosk.
  4. Select the Printing tab.
  5. Select the checkbox net to Enable Employee Badge Pass.
  6. Click Save and Close.

    Kiosk-Printing-Employees.png
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