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Exclude Segment/Employee in a Journey
Exclude Segment/Employee in a Journey

How to exclude a specific segment or employee in a Journey

Angelo Gargarutea avatar
Written by Angelo Gargarutea
Updated over 2 years ago

This article is created for both new and existing Qualee clients.

If you are new to Qualee and haven't read our article about Journeys, we highly recommend that you do so by clicking here.

Every company is unique in their segmentations of organisational structure, designed to meet the specific internal needs.

Some may have a simple structure while others may have a more complex structure.

This allows companies to properly segment employees based on their roles, seniority or function.

At Qualee we've made it simple for companies of any size and structure to distribute organisational knowledge and experience no matter how complex the structures are.

You can create Journeys in Qualee and invite employees by their names or by specific segment. i.e. Department, Location, Gender, or Team.

There will be cases wherein the Journey created is not necessarily meant to be distributed to everyone in a specific department, location, gender or team. Which is why we have introduced the "Exclude" feature to exclude individuals who are not required to complete that Journey.

Sample use case are:

  • Invite Singapore-based employees but exclude Human Resources and Female employees, this means only every department in Singapore who are male employees will be invited to a Journey

  • Invite Human Resources but exclude A-Team, this means that only teams in HR that do not belong in the A-team will be invited in a journey

How to exclude employees in a Journey

  1. Login to the Qualee Console

  2. Navigate to Tools > Journeys

  3. Select a Journey

  4. In the Journey page, click on Invite Employees

  5. Key in the main segment in the Guests field

  6. Key in the name/segment to exclude in the Exclude field

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