Understanding Element Eligibility

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