Setting Up Group Definitions

When you use the Custom Statement page to set up groups, you set up IF statements comparing employee data, referenced by aliases, to specified values. You have to enclose a value in single quotation marks to indicate that it is a literal value, rather than an alias.

For example, the following custom statement checks whether the Company is RCB and whether the employee type is S (salaried). If both conditions are true, the employee is in the group; otherwise, the employee is not.

This example illustrates the Plan Eligibility page showing a group statement.

The Plan Eligibility page showing a group statement

You can enter AND and OR connectors in the Op2 field to string together multiple conditions.

When you reference a database alias, it is important to know the valid values for the field. For example, if you use the FORP_TIME alias, a full-time employee has the value 'F' (not 'FT' or 'FULL'). If you set up a custom statement that checks for FORP_TIME = 'FT' no employees will meet the criteria. If a field has its valid values defined on the Translate table, you can verify its values using Application Designer.

Notice that there is no assignment to the Operand3 field. Group definitions do not require this assignment. When an employee meets the conditions, a Y (yes) value is assumed; otherwise, an N (no) value is assumed.