Workforce Compensation Plan Eligibility

You determine the people who are eligible and ineligible for allocations from workforce compensation plans with eligibility profiles. Here are examples of available criteria:

  • Personal, such as gender and home location

  • Employment, such as assignment status, hourly or salaried, grade, job, and performance rating

  • Derived factors, such as age, length of service, or a combination of both

  • Other, such as formula and user-defined criteria

  • Labor relations, such as bargaining unit, union, and collective agreement

Add the relevant profiles when you configure plan eligibility. You can also create additional profiles to add, as needed.

Tip: Make sure that on your eligibility profiles, you set Assignment to Use to Specific assignment.

The profile configuration determines what it means to meet criteria. The Start Workforce Compensation Cycle and Refresh Workforce Compensation Data processes set the status of people who meet inclusion criteria to Eligible. The processes set the status of people who don't meet inclusion criteria, or who do meet exclusion criteria, to Ineligible. For managers determined ineligible with subordinates determined eligible, the processes set the manager eligibility status to Limited.