Using the Plan Eligibility Alias

The plan eligibility function result produces a single eligibility status: Eligible, Ineligible, or Previously Eligible. However, the PLAN_ELIG alias accesses the effective-dated eligibility history produced during eligibility calculations. Referencing this history enables you to set up different processing for employees during periods of ineligibility (for example, interest-only processing of cash balance accounts).

Associated with this alias are two delivered group custom statements:

Custom Statement Description

PA_ELIG

Employee is eligible for a plan.

PA_INELIG

Employee is not eligible for a plan.

You do not explicitly use the PLAN_ELIG alias or either of the custom statements; instead, you use a shortcut for applying it. When you set up function results, you can incorporate eligibility criteria by choosing whether a definition applies to eligible periods, ineligible periods, or both.

When you select Eligible or Ineligible, the system automatically applies the appropriate custom statement to any existing grouping criteria.