Reviewing Employee Eligibility for Benefits

This topic discusses how to view the personal data for benefits eligibility.

Page Name

Definition Name

Navigation

Usage

Employee Data Summary

EMPLOYEE_SUMMARY1

Workforce Administration > Benefit Information NLD > Review Benefits > Employee Data Summary > Employee Data Summary

View the personnel administration data that you need to determine an employee's eligibility for benefits.

Use the Employee Data Summary page (EMPLOYEE_SUMMARY1) to view the personnel administration data that you need to determine an employee's eligibility for benefits.

Navigation:

Workforce Administration > Benefit Information NLD > Review Benefits > Employee Data Summary > Employee Data Summary

This example illustrates the fields and controls on the Employee Data Summary page. You can find definitions for the fields and controls later on this page.

 Employee Data Summary page

The Benefits Employee Status, Full/Part Time, Regular/Temporary, Pay Group, and Annual Benefits Base Rate fields directly affect either benefit eligibility or benefit processing.

The date information that appears in the Significant Dates group box, such as hire date or seniority date, can directly affect benefit eligibility. The remaining fields are defined for the employee in the Job Data component.

Employee Summary Data

Field or Control

Description

Benefits Employee Status

The employee's status, which is based on the last personnel action for the employee or the reason for the action, such as death.

Full/Part Time

Indicates whether the employee works a full-time or part-time schedule as defined on the Job Data - Job Information page.

See Understanding Job Data.

Regular/Temporary

Indicates whether the employee is a regular or temporary employee as defined on the Job Data - Job Information page.

Standard Hours

Displays the standard hours for the employee as defined on the Job Information page. Standard hours define how many hours the employee works in the job.

Work Period

Displays the standard work period is the time period in which employees must complete the standard hours.

The system uses the annualization factor of the standard work period in combination with the standard hours to calculate the full-time equivalent.

Pay Group

Displays the employee's pay group as it's defined on the Job Data — Payroll page.

Employee Type

Displays the employee type as defined on the Job Data — Payroll page.

Business Unit

Displays the business unit for to which the employee belongs.

Job Code

Displays the employee's job code specified on the Job Data — Job Information page.

Supervisor Level

Displays the employee's supervisor level that is defined on the Job Data — Job Information page.

Department

Displays the employee's department as defined on the Job Data — Work Location page.

Location Code

Displays the employee's location code as defined on the Job Data — Work Location page.

Annual Benefits Base Rate

This field is blank if the organization uses a benefits base that is different from regular pay. (Set up the benefits base rate on the Compensation page of the Job Data component.)

National ID

Field or Control

Description

NID Type (national identification type)

The employee's national identification type.

National ID

The employee's identification number.

Significant Dates

Field or Control

Description

Service Date

The employee's service date.

Company Seniority Date

The date that the employee started service with a company in the organization.

Rehire Date

The employee's rehire date, if applicable.

Termination Date

The employee's termination date, if applicable.

Date of Birth

The employee's date of birth.

Date of Death

The employee's date of death, if applicable.