Setting Up Eligibility Proration Tables

Enter the factor for each day. For example, you could assign a factor of 1 for a full working day, .5 for a half day, and 0 for a holiday.

You can define separate proration rate schedules for Active and Terminated workers under each prorate % ID. Select whether this proration rate schedule applies to workers who are Active or Terminated at the end of the payout period.

Terminated status includes these worker status values on the Job record: Deceased, Retired, Retired with Pay, Terminated, and Terminated with Pay.

If you do not define a proration rate schedule with a value of Terminated in the Eligible Status field, the system assigns a proration factor of 0 to workers with these termination worker status values in their Job records.

All other worker status values on the Job record are associated with the Active value in this field.

Enter the ending number in the eligible days range. For example, if the range is 1–15 days, enter 15.

Associate a proration factor, expressed as a percentage, with the eligible days range. This is the proration factor used by the Calculate Awards process if the worker's eligible days for the period falls into this eligible days range.

Define a date range and assign a proration percentage of 0 if you want to exclude workers who are not eligible in the first portion of the period. For example, you can exclude workers who were not eligible in the first 21 days of the period by setting up an eligible days range that ends in 21 and associating 0 as the proration percentage.

Select a payout period from the available options. The system prompts you with values from the VC_PAYPRD_TBL. The list does not include payout periods for which an award has been finalized, canceled, or manually entered. In other words, if the Award Status on the Allocate Awards page is other than Initial Calculation for any award in the plan, or if any award was manually allocated, that payout period is not available.

The system displays the payout period begin and period end dates that you defined on the Plan Payout Periods page.

Select a proration frequency from these values:

• By Workdays (daily frequency): The Workday Rule ID field appears.

• Calendar Days (daily frequency): The Prorate % ID field appears.

• Monthly: The Date Indicator field appears.

• Weekly: The Day field appears.

If you select By Workdays as proration frequency, you must select a workday rule. The maximum number of eligible days defined in the rule you select must not be less than the number of days in the payout period.

This field appears if you select Calendar Days in the Proration Frequency field.

If you use the proration percentage calculation method, select a prorate percentage ID to associate a prorate percentage schedule with the plan for the payout period.

If you use the daily calculation method without proration percentages, leave this field blank.

If you select Weekly as the proration frequency, you must select the day of the week as of which you want the system to calculate the proration. Values are the seven days of the week (Sunday through Saturday).

If you select Monthly proration frequency, select a date indicator in this field. Values include:

End of Month: The system calculates eligibility as of the end of each month.

Day of Month: The Day of the Month field appears.

Enter the number of the day of the month as of which you want the system to calculate eligibility. Select any number from 1 through 28. Set theDate Indicator field to End of Month if you select a number higher than 28.