Create Element Eligibility

Element eligibility identifies who can receive entries of the element.

You need to define at least one element eligibility record for every predefined and newly created element. It's recommended to define eligibility rules based on the payroll criteria for all assignment level elements.

Navigation:

My Client Groups > Payroll > Elements

  1. Create a name for the element eligibility record. Use a naming convention similar to the element to easily identify the record.
  2. Specify the eligibility criteria that identifies who can receive entries of the element. You can define the element eligibility at the payroll relationship level, item, or assignment levels using the available criteria.
    Tip: For elements that apply to all workers, create the eligibility without specifying any criteria.
  3. Save the record.
    Restriction: You can't update the eligibility criteria once you've saved the element eligibility record.
  4. You can define more than one eligibility record for each element, but there must be no overlap between them. If you've more than one element eligibility record, you can enter different default values and costing information for each eligibility group.