Overview of Element Eligibility

Use element eligibility to determine which people are eligible for an element. To determine eligibility, you select the criteria that people must receive entries of the element.

In these examples, you restrict who can receive an element entry:

  • Your enterprise provides company cars only to people in the sales or customer support departments. You create two eligibility records, and use the Department field to specify the eligibility criteria. Select Sales Department for one record and Customer Support for the second record.

  • Your enterprise offers a production bonus to people who work full-time in production and are on the weekly payroll. You create one eligibility record and select Full-time regular in the Employment Category field, Production in the Department field, and Weekly in the Payroll field.

Eligibility Criteria

You can define element eligibility using these criteria.

Level

Available Criteria

Payroll Relationship

Payroll Statutory Unit

Relationship Type

Items

Assignment

Legal Employer

Department in which the person works

Job, for example, associate professor or secretary

Grade

Employment Category

People Group

Legal Employer

Department, same as in Items

Job, same as in Items

Grade

Employment Category

People Group: To set up logical entity specific people group, on the Create Element Eligibility page, select the required values in these options:

  • Legal Employer

  • People Group

If you don't select a legal entity as a criteria, then the application looks for the people group associated at the enterprise level.

By default, the enterprise level people group is available.

Note: You set up all the people groups that are appropriate for your enterprise. For example, you could decide to group people by company within a multi-company enterprise, and by union membership.

Location of person's office

Position, which is a class of job performed in a particular organization, for example, associate professor of chemistry, or finance department secretary.

Payroll

All payrolls eligible

Note: You're advised to define eligibility rules based on the payroll criteria for all assignment elements such as salary. Select the 'All Payroll Eligible' option if your company doesn't have eligibility rules based on an employee's payroll. The 'All Payroll Eligible' option ensures all employees who are assigned to a payroll will be eligible for the element.

Bargaining Unit

Collective Agreement

Union Member

Tip: You must define element eligibility for every element, including predefined elements. You are advised to define eligibility rules based on the payroll criteria for all assignment level elements. It is also common practice for payroll customers to define costing rules on the element eligibility record. Additional eligibility rules can be defined for compensation and benefit elements using eligibility profiles.

Multiple Rules of Eligibility

You can define more than one eligibility record for each element, but there must be no overlap between them.

For example, you can create one record for the combination of grade A and the job of accountant. However, you can't create one record for grade A and a second for the job of accountant. These rules would imply that an accountant on grade A is eligible for the same element twice.

If you have more than one element eligibility record, you can enter different default values and costing information for each eligibility group.