Using Benefit Eligibility Results

You use benefit eligibility results primarily for reporting and for grouping logic. For example, if you set up a group containing only the employees eligible for early retirement, you can use this group when calculating early retirement factors or benefits.

You can use the same grouping strategy in other functions. For example, a death benefit offers different optional forms from an actual retirement, so the optional forms of payment function result consists of two definitions. The groups for those definitions check benefit eligibility to determine whether you are calculating a death benefit.

You can also use benefit eligibility results in the vesting function. The vesting pages provide a place to list any retirement types that trigger full vesting.

The calculation worksheet includes information about an employee's retirement type, and you'll probably want to include this information in your employee communications.