How to Create a Default Rule
Company Admin > Settings > Matching
You must have super admin level to access this set up feature.
To create a default rule you must have activated matching and have already created a matching rule set.
Click on the button. A window will open as shown below.
*Compulsory fields
Select a module by clicking on the field, alternatively it will be set to default All (excluding Sponsorship).
Enter the donation percentage you would like to match
Optional fields
Select the required employee type you would like to apply the rule for, alternatively leaving it blank will default it to All Employee types.
Enter an amount to set the upper limit for the Rule to reach for the reporting year. Leaving it blank will make matching unlimited.
Enter an amount to set the the upper limit for individuals. Leaving it blank will make matching unlimited for individuals
The time limit is defaulted to reset at the start of each reporting year.
Custom Statement allows you to tailor your message to your target audience. If you decided not to add a message here you can still use the platform matching statement.
When you have finished click Continue. Your rule will be checked and if there is a conflict or overlap with an existing rule then you will see a warning message to edit your rule.
If there are no conflicts, you can proceed to Save and you return back to the Matching screen.