Making Retirement Types Mutually Exclusive

A benefit eligibility function result returns eligible or ineligible. An employee can be eligible for more than one benefit, for example normal retirement and early retirement.

If you want to ensure that employees are only eligible for one retirement type—for example, normal retirement but not early retirement—you must configure the definitions appropriately. In this case, the early retirement definition would include a condition requiring that the employee be ineligible for normal retirement. Such a condition, in turn, means that the system must evaluate normal retirement eligibility before evaluating early retirement eligibility. Thus, the normal retirement function result is placed before the early retirement function result in the job stream.

You can use the same principle to make several or all of the retirement types mutually exclusive. Pay close attention to dependencies so that the function results are in the right order in the job stream. Also, remember that when you enter the definitions, you have to set up the first benefit eligibility definition and function result before setting up the next benefit eligibility definition.

If you set up vested and unvested termination retirement types, you may want to keep them out of the mutually exclusive group. This way a terminated vested employee can be eligible for normal or early retirement benefits and still retain the terminated vested designation.