How Eligibility Works With Other Objects
You add eligibility criteria to an eligibility profile, and then associate the profile with an object that restricts eligibility.
Eligibility Criteria
You can add different types of eligibility criteria to an eligibility profile. For many common criteria, such as gender or employment status, you can select from a list of predefined criteria values. However, you must create user-defined criteria and derived factors before you can add them to an eligibility profile.
Eligibility Profile
When you add an eligibility criterion to a profile, you define how to use it to determine eligibility. For example, when you add gender as a criterion, you must specify a gender value (male or female) and whether to include or exclude persons who match that value.
Associating the Profile with Objects
This table describes associating eligibility profiles with different kinds of objects and whether you can attach more than one profile.
Object that Uses an Eligibility Profile |
Purpose |
Whether You Can Attach More Than One Profile? |
---|---|---|
Variable rate or variable coverage profile |
Establish the criteria required to qualify for that rate or coverage |
No |
Checklist task |
Control whether that task appears in an allocated checklist |
No |
Total compensation statement |
Apply additional eligibility criteria after statement generation population parameters |
No |
Benefits object |
Establish the eligibility criteria for specific programs, plans, and options |
Yes |
Compensation object |
Establish the eligibility for specific plans and options |
Yes |
Performance documents |
Establish the eligibility for performance documents |
Yes |
Check-in templates |
Establish the eligibility to use check-in templates for creating check-in documents |
Yes |
Goal plans or goal mass assignments |
Establish eligibility for the goal |
Yes |
Absence plan |
Determine the workers who are eligible to record an absence that belongs to that plan |
Yes |