Configure an eligibility screener

The eligibility tab allows you to automatically determine whether an applicant is eligible to submit an application. Eligibility is based on auto-scoring fields, which calculate a total score. 

Applications are then marked as:

• Eligible: the applicant can complete and submit the application
• Ineligible: the application is locked and cannot be edited further

This is useful for restricting applications based on criteria such as location, demographics, or other requirements.

Configure eligibility notifications

Notifications can be sent to applicants after completing the eligibility check.

1. In the Manage workspace, go to Settings > General > Notifications
2. Select the Application eligible or Application ineligible notification
3. Edit the message content
4. Click Save

Learn more in the Ultimate guide to notifications.

Configure the eligibility tab

1. In the Manage workspace, go to Applications 
2. Click Edit form and choose your form
3. Click the + icon in the tabs area
4. From the Type drop-down, select Eligibility
5. Enter a Name for the tab (for example, "Eligibility" or "Qualification")
6. Set the Minimum total auto-score required when eligible
7. (Optional) Enable Hide other tabs until eligible
8. Select content blocks and notifications for eligible and ineligible outcomes
9. Choose whether the tab applies to all categories or specific categories
10. Click Save

Configure auto-score fields

Eligibility is calculated using auto-score fields.

1. In the Manage workspace, go to Applications 
2. Click Edit form and choose your form
3. Open the eligibility tab
4. Click the + icon to add a field
5. Select a supported field type:
   • Checkbox
   • Checkbox list
   • Radio buttons
   • Drop-down list
6. Enter option labels and values
7. Enable Auto-score
8. Assign a numerical score to each option
9. Complete any additional field settings
10. Click Save

Repeat these steps to create all required eligibility questions.

Configure eligibility content blocks

Content blocks display messages to applicants based on their eligibility result.

1. In the Manage workspace, go to Settings > Content > Content blocks
2. Select the Application eligible or Application ineligible content block
3. Update the content as required
4. Click Save

Learn more in Content configuration and management.

Good to know

• For multiple eligibility tabs, scoring is cumulative across all previous eligibility tabs.
• You can configure multiple eligibility tabs if requirements differ by category.
• The eligibility tab can be placed anywhere after the 'Start here' tab (recommended position: second tab).
• If the eligibility tab is the final tab, submitting it will also submit the application if eligible.
• Enabling Hide other tabs until eligible prevents applicants from progressing until eligibility is confirmed.
• Ineligible applications are locked and cannot be edited.
• Resubmitting an application will reset the eligibility check, requiring applicants to complete it again.
• Default eligibility content blocks and notifications can be customised at any time.
• Ensure the minimum auto-score threshold matches your configured scoring values.

Video overview