Defining Element Eligibility
This topic provides an overview of element eligibility and discusses additional eligibility considerations
The standard element eligibility rules apply in the case of multiple resolutions. However, it is important to consider how eligibility is defined when an element resolves multiple times and the element has different user field sets.
Eligibility for an earning or deduction can be defined as:
By Eligibility Group
If element eligibility is By Eligibility Group, the element is processed simply by inclusion in the eligibility group assigned to a payee. If the earning/deduction is not in the eligibility group assigned to a payee, the payee is ineligible for the earning or deduction regardless of whether it has multiple earning/deduction assignments or a driver.
By Payee
If element eligibility is By Payee, only earning/deduction assignments or positive input entries are eligible for resolution. This is true regardless of whether the element has a driver or driver instances.
Note: The system determines eligibility by slice or segment. For example, if element eligibility for a deduction is defined as By Payee, and there is positive input for the deduction in the first segment of a segmented calendar, the deduction is processed only in the first segment.
In addition to the standard eligibility rules, the following additional rule applies:
Eligibility for an earning or deduction with user fields applies only to that user field set. In other words, a Do Not Apply command applied to an element assignment or a Do Not Process command applied to a positive input entry turns off processing for that user field set only.
The examples in this topic illustrate this rule.
Example 1: Eligibility with Element Assignments
A loan payback deduction has these earning/deduction assignments:
Note: In this example, earning/deduction assignment is abbreviated E/D Assignment.
|
E/D Assignment (Apply = Yes) |
E/D Assignment (Apply = No) |
|
|---|---|---|
|
Element Name |
LOAN PAYBACK |
LOAN PAYBACK |
|
Instance Number |
1 |
2 |
|
Amount |
100 |
250 |
|
User Field (Loan Purpose) |
Car |
Mobile |
The system resolves one instance of the loan deduction:
|
Resolution Number |
Amount |
Loan Purpose |
Override Source |
|---|---|---|---|
|
1 |
100 |
Car |
Element Assignment (Apply = Yes) |
Example 2: Eligibility with Positive Input
These positive input entries exist for a state tax deduction:
Note: In this example, positive input is abbreviated PI.
|
PI (Override) |
PI (Do Not Process) |
|
|---|---|---|
|
Element Name |
State Tax |
State Tax |
|
Instance Number |
1 |
2 |
|
Amount |
350 |
500 |
|
User Field (State) |
State 1 |
State 2 |
The system resolves one instance of the tax deduction:
|
Resolution Number |
Amount |
State |
Override Source |
|---|---|---|---|
|
1 |
350 |
State 1 |
Positive Input Override |
For elements that resolve multiple times as a result of multiple assignments (for example, garnishments and loans), PeopleSoft recommends that you set element eligibility to By Payee. For elements that resolve multiple times as a result of accumulator driver instances, PeopleSoft recommends that you set element eligibility to By Eligibility Group. If you define element eligibility as By Payee for an earning/deduction that is designed to resolve based on driver accumulator instances, the system does not resolve the element unless an assignment is made or there is positive input with an action type of Additional.
Example: A Deduction Set up To Use a Driver Accumulator is Defined as By Payee
A state tax deduction is defined with the element eligibility set to By Payee.
The state tax deduction is defined as Base x Percent, with the percent being 10% of the state taxable gross.
The State Taxable Gross accumulator holds the base and drives the tax deduction.
There is one instance of the driver accumulator:
|
Driver Accumulator Name |
User Field = State |
Result Value |
|---|---|---|
|
State Taxable Gross |
State 1 |
6000 |
There is an assignment entered for the state tax deduction:
|
Calculation Rule |
Override Values |
|---|---|
|
Instance Number |
1 |
|
Percentage |
No entry |
|
Base |
No entry |
|
User Field (State) |
State 1 |
The system resolves one instance of the deduction for State 1, using the percent and base defined in the calculation rule for the element (10% x 6000 = 60).
Note: If there had been no element assignment in this example, the tax deduction would not have been taken. When eligibility is By Payee, there must be an earning/deduction assignment or a positive input entry of Additional to resolve the element.