Defining Additional Eligibility Considerations

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.