Understanding Segmentation Setup

Segmentation refers to the process of calculating all or a subset of elements in a process list in separate slices or segments. You can segment calculations based on events such as changes in compensation or employee status during a calculation period. For example, if an individual changes jobs during the period and your organization separates calculations for the first job from those for the second job, you can set up the system to trigger segmentation of entitlement when there's a change to the job change action/reason field in HR.

This topic discusses:

• Types of segmentation.

• Relationship of period, segment, and slice dates.

• Basic rules of element resolution.

• Effective-dated element definitions.

• Rules for slicing accumulators and accumulator members.

• Rules for parent and child element resolutions.

• Segmentation and payee overrides.

• Proration and segmentation.

• Retroactive processing and segmentation.

• Segmentation system elements.