Element Eligibility

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

These examples show how you can define element eligibility and restrict who can receive an element entry.
  • Your enterprise provides company cars only to people in the sales or customer support departments. 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.
Define at least one element eligibility record for every predefined element and each element you create.
Note:

Create an eligibility record for the statutory deduction elements like Tax before you start hiring workers.

Eligibility Criteria

This table lists the criteria you can use to define element eligibility rules.

Element Eligibility Criteria

Level Available Criteria
Payroll Relationship

Payroll Statutory Unit

Relationship Type

Assignment

Legal Employer

Department in which the person works

Job, for example, associate professor or secretary

Grade

Employment Category

People Group
Note: You set up all the people groups appropriate for your enterprise. For example, you could group people by company within a multicompany enterprise or by union membership.

Location of person's office

Position

Payroll

All Payrolls Eligible
Note:

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

Define element eligibility for every element, including predefined elements and indirect elements. If you want the element to be available to all workers, add an eligibility name and save the element eligibility record with no additional criteria selected. This is the usual practice for compensation and benefit elements where you decide eligibility 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.