Examples of User-Defined Criteria
The following scenarios illustrate how you can create different types of user-defined criteria for use in eligibility profiles associated with benefits and compensation objects.
In each example, you must:
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Create the user-defined criteria using the Manage User-Defined Criteria task in the Plan Configuration work area.
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Add the user-defined criteria to an eligibility profile using the Manage Eligibility Profile task.
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Set the criteria values to use in the eligibility profile.
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Associate the eligibility profile with the relevant benefits or compensation object.
Base Eligibility on a User-Defined Attribute
Your commercial diving company wants to offer different benefit rates to employees who dive to depths greater than 330 feet.
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On either the create or edit page for user-defined criteria, set the following values.
Field
Value
Table
Person Attributes
Column
BEN_DIVE_DEPTH
Lookup
BEN_DIVE_DEPTH
Enable range validation one
Selected
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On either the create or edit page for the eligibility profile, add the user-defined criteria to an eligibility profile.
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On the Other tab, User-Defined Criteria subtab, set the following values.
You might have to refresh the Meaning list before you see the choice that you want. To do so, click another subtab, such as Formula, and then click the User-Defined Criteria tab again.
Field
Value
Set 1 Meaning
330
Set 1 To Meaning
9999
Exclude
Clear
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Associate the eligibility profile with a benefit variable rate profile.
Base Eligibility on a Formula
Your company wants to offer a spot incentive bonus to hourly employees who worked 100 percent of their scheduled shift hours in a three-month period. In the Setup and Maintenance work area, you used the Manage Fast Formula task to create the formula that calculates Scheduled Hours minus Worked Hours for each week in the previous three months. If the result of successive calculations is less than or equal to zero, then the formula returns a result of Yes.
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On the create or edit page for user-defined criteria, enter the following values.
Field
Value
Access One Formula
Worked_Sched_Hours_Percent
Enable range validation one
Clear
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On either the create or edit page for the eligibility profile, add the user-defined criteria to an eligibility profile.
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On the Other tab, User-Defined Criteria subtab, set the following values.
You might have to refresh the Meaning list before you see the choice that you want. To do so, click another subtab, such as Formula, and then click the User-Defined Criteria tab again.
Field
Value
Set 1 Meaning
Yes
Exclude
Clear
-
Associate the eligibility profile with the bonus compensation object.
For very complex scenarios, your organization or implementation team can write a company-defined program to evaluate eligibility.
Use Eligibility to Exclude
Your organization wants to exclude workers with a work-at-home assignment from a transportation allowance.
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On the create or edit page for user-defined criteria, set the following values.
Field
Value
Table
Assignment
Column
Work_at_home
Lookup
YES_NO
Enable range validation one
Clear
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On either the create or edit page for the eligibility profile, add the user-defined criteria to an eligibility profile.
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On the Other tab, User-Defined Criteria subtab, set the following values.
You might have to refresh the Meaning list before you see the choice that you want. To do so, click another subtab, such as Formula, and then click the User-Defined Criteria tab again.
Field
Value
Set 1 Meaning
Yes
Exclude
Selected
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Associate the eligibility profile with the transportation allowance compensation object.