This article helps you learn how to manage user exclusions from Points-Based Rewards, Emails, Social Wall, Leaderboard, SMS, Birthdays, and Anniversaries in JobPts, including manual exclusions, viewing self-exclusions, and exporting data.
The Feature Exclusion List functionality allows administrators to manually exclude users from participating in Points Based Rewards within JobPts, Emails, Social Wall, Leaderboard, SMS, Birthdays, Anniversaries. This ensures accurate program participation management and supports compliance with internal policies or employee preferences.
To exclude a user from a monetary program, first log in to the Admin Center of the JobPts application and follow the steps below:
Log in to JobPts -> Admin Center -> Application Settings -> Feature Exclusion
Image: Feature Exclusion List
The users which are displayed on this list under the โMonetary Exclusionโ tab are manually added by a dedicated admin and they are excluded from reward options from all monetary programs. Users which have manually opted out from a monetary program are not displayed here.
By clicking on Add User to Exclusion List button a new pop-up window will be displayed where you will be able to search for the specific user. Once you've located the user, just click on the Save button.
Image: Search user
If you want to remove a specific user from the exclusion list, just click on the Remove button located on the right side next to the relevant user.
Image: Monetary Exclusion List - Remove User
To see which users have excluded themselves from the available modules in their profile, first select the Self-exclusion tab.
Image: Self Exclusion
You will be displayed a list the users who have excluded themselves, alongside the date when they've performed this action in the appropriate module.
You can use the "Excluded from" filter to filter out the list by the appropriate module.
By using the Export function, you can download the current list of users you are viewing, alongside the complete timestamp of when they've performed the action.
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