Types of Assignments You Can Use in Eligibility Profiles

When you create a participant eligibility profile, you specify which of a worker's assignments is evaluated to determine eligibility. This topic explains each value in the Assignment to Use field and helps you decide which value might work best for your product.

Each value includes the following components:

Type of assignment
Organizational level of the assignment

Type of Assignment

The available assignment values relate to the three types of work relationships:

Employee
Nonworker

All work relationships, regardless of type, have at least one assignment. When a worker has multiple assignments within a work relationship, one of them is designated as primary. When a worker has multiple work relationships, one of them is designated as a primary work relationship.

This figure illustrates the relationships between Work Relationships and Assignments. Work relationship A contains assignment A. Work relationship B contains assignment B. Work relationship C, the primary work relationship, contains assignment C. — The overall primary assignment is the primary assignment in the primary work relationship, as shown in this figure.

According to the example in the figure, the overall primary assignment of the worker is Assignment C.

This table describes the type of assignment options when you select an assignment to use for an eligibility profile.

Type of Assignment	Description
Any assignment	Evaluates assignments that are associated with any of the three work relationships: employee or nonworker
Employee assignment only	Evaluates assignments that are associated with an employee work relationship only
Primary employee assignment only	Evaluates only the employee work relationship assignment that is designated as primary
Benefit nonworker assignment	Evaluates assignments with nonworker work relationship only. Applies only to Benefits participant profiles. Typically used for continuation of benefits after employment terminates
Specific assignment	Evaluates only the selected assignment or the assignment ID that was passed to eligibility evaluation processing at runtime. For example, when you select a person record from the person search page, a product might pass the corresponding assignment ID to eligibility evaluation processing.

Organizational Level

Assignments to Use values also enable you to evaluate the selected type of assignment within one of these levels:

Benefits relationship
Legal employer
Enterprise

This table describes the Assignment to Use values that are applicable to each organizational level.

Note: Values that include Enterprise or Legal employer also include inactive assignments in the eligibility evaluation. If you want to exclude inactive assignments, you add necessary eligibility criteria when you create or edit the eligibility profile. For example, you can use the Assignment Status eligibility criteria.

Level	Description
Benefits relationship	Evaluates only active assignments that are associated with the worker's benefits relationship effective on a particular date. Select one of these values: Any assignment - benefit relationship Benefit nonworker assignment - benefits relationship Employee assignment only - benefits relationship Primary employee assignment only - benefits relationship
Legal Employer	Evaluates assignments that exist at the legal employer level. Select one of these values: Any assignment - legal employer Employee assignment only - legal employer Primary employee assignment only - legal employer To use these values, ensure that a benefits relationship configuration exists at the worker's legal employer level. Ensure that that benefits relationship is currently assigned to the assignments you want to evaluate for eligibility.
Enterprise	Evaluates assignments that exist at the enterprise level. Select one of these values: Any assignment - enterprise Employee assignment only - enterprise Primary employee assignment only - enterprise

Level

Description

Benefits relationship

Evaluates only active assignments that are associated with the worker's benefits relationship effective on a particular date. Select one of these values:

Any assignment - benefit relationship
Benefit nonworker assignment - benefits relationship
Employee assignment only - benefits relationship
Primary employee assignment only - benefits relationship

Legal Employer

Evaluates assignments that exist at the legal employer level. Select one of these values:

Any assignment - legal employer
Employee assignment only - legal employer
Primary employee assignment only - legal employer

To use these values, ensure that a benefits relationship configuration exists at the worker's legal employer level. Ensure that that benefits relationship is currently assigned to the assignments you want to evaluate for eligibility.

Enterprise

Evaluates assignments that exist at the enterprise level. Select one of these values:

Any assignment - enterprise
Employee assignment only - enterprise
Primary employee assignment only - enterprise

Recommended Assignment to Use Values

This table describes the recommended Assignment to Use values for products that use eligibility profiles.

Purpose	Description
Benefit programs, plan types, plans, options, variable rate profiles, and variable coverage profiles	Select one of these values: Any assignment - benefit relationship Benefit nonworker assignment - benefit relationship Employee assignment only - benefit relationship Primary assignment only - benefit relationship
Workforce compensation plans, individual compensation plans, and performance documents	Select Specific assignment. Workforce compensation plans, individual compensation plans, and performance documents automatically pass a specific assignment value to eligibility evaluation processing at runtime.
Absence plans, absence types, check lists, goals, total compensation statement	Select one of these values: Any assignment - enterprise Employee assignment only - enterprise Primary employee assignment only - enterprise You can use other values, such as those that include Legal employer, but you must set up a benefits relationship first. If you don't want to set up a benefits relationship, you can use these values and define additional eligibility criteria to consider assignments in specified legal entities.

Purpose

Description

Benefit programs, plan types, plans, options, variable rate profiles, and variable coverage profiles

Select one of these values:

Any assignment - benefit relationship
Benefit nonworker assignment - benefit relationship
Employee assignment only - benefit relationship
Primary assignment only - benefit relationship

Workforce compensation plans, individual compensation plans, and performance documents

Select Specific assignment.

Workforce compensation plans, individual compensation plans, and performance documents automatically pass a specific assignment value to eligibility evaluation processing at runtime.

Absence plans, absence types, check lists, goals, total compensation statement

Select one of these values:

Any assignment - enterprise
Employee assignment only - enterprise
Primary employee assignment only - enterprise

You can use other values, such as those that include Legal employer, but you must set up a benefits relationship first. If you don't want to set up a benefits relationship, you can use these values and define additional eligibility criteria to consider assignments in specified legal entities.