Siebel Employee Relationship Management Administration Guide > Setting Up Compensation Planning >

Defining Compensation Eligibility Rules

Employee eligibility for compensation changes can vary from one compensation type to another, as well as from one planning cycle to the next. You can define eligibility rules to determine which employees are eligible for which types of compensation change. Eligibility rules can also be used to control which employees have budgets calculated for them.

To create an eligibility rule

  1. From the application-level menu, choose View > Site Map > Compensation Planning Administration > Eligibility Rules.
  2. In the Employee list, click Query.
  3. In the Query form, enter the criteria to find the employees that are included in the eligibility rule, and then click Go.

    4. The list of employees is the result of the eligibility rule.

  4. Click the menu button and then choosing Save Query As (ALT + S) to save the eligibility rule.

    5. In the Save Query As dialog box, enter a name for the eligibility rule and then click OK.

    You can refine the eligibility rule criteria by clicking the menu button, and choosing Refine Query.

After an eligibility rule has been saved, you select it from the Planning Cycles and Budgets views. For more information, see Managing Compensation Budgets and Defining Planning Cycles.

NOTE:  Eligibility determines the ability to plan compensation changes for specific employees. You can manually override eligibility for specific employees within a compensation plan by accessing the plan through the All Compensation Plans or All Compensation Plans Across Organizations views.


 Siebel Employee Relationship Management Administration Guide 
 Published: 18 April 2003