Element Eligibility
Element eligibility is the method of determining which employees are eligible for an element.
If you want an element to be available for an employee, you must set up its eligibility.
To set element elgibility:, when you select Create Element Eligibility.
After you have defined the element, use the Elements task to open its definition for editing.
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In Element Overview, select Element Eligiblity.
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Select Actions > Create Element Eligiblity.
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Set the following in General Information.
Tab |
What you can do here |
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General Information |
In this area you define the criteria of employees that are eligible for this element.
The available criteria in this area are:
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Input Values |
Input values can be:
If the default values are the same, you don't need to enter anything in this area. |
Costing |
Costing is the financial accounting of your payroll costs. It breaks down the costs of a payroll into customer-defined units (such as a location, division, or project). Costing of payments is a separate post-payments process. For customers not using Oracle Fusion General Ledger, you can disable the Transfer to Subledger Accounting task by copying the US Simplified Flow and creating your own flow and removing the task. For further info, see:
Costing values can vary by different eligibility settings as well. If transferring your payroll data to General Ledger, you should setup costing for the results and retroactive elements. |
Eligibility Criteria
You define element eligibility using the following criteria.
Level |
Available criteria |
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Payroll Relationship |
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Assignment |
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You must 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 determine eligibility using eligibility profiles.
Element Types
As a guideline, when the element template creates a base, results, and retroactive element, you must:
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Set up element eligibility records for the base, results, and retroactive elements.
The base, results, and retroactive element eligibility records can serve different purposes. For example, you might create two records for the base element to limit who is eligible, and one open record for the results, if you cost the element results for your eligible people the same way.
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Specify costing info for the results and retroactive element eligibility records.
Note:To capture costing info for your retroactive payments, you must either:
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Set up costing for your retroactive elements through element eligibility.
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Determine at which hierarchy level you must configure costing in order to capture costing info for your retroactive payments. For further info, see Global Human Resources Costing Guide (1918574.1) on My Oracle Support.
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You must define element eligibility for the following elements. Set up costing for them as well if required.
Primary Classification |
Secondary Classification |
Indirect Elements Generated |
Input Value |
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Standard Earnings |
All |
<User Element> Results <User Element> Retro Results |
Earnings Calculated Note:
If you also need to cost hours, you must cost the appropriate hours input value in the Results element. |
Supplemental Earnings |
All |
<User Element> Results <User Element> Retro Results |
Earnings Calculated |
Imputed Earnings |
All |
<User Element> Results <User Element> Retro Results |
Earnings Calculated |
Nonpayroll Payment |
All |
<User Element> Results <User Element> Retro Results |
Earnings Calculated |
Pretax Deductions |
Deferred Compensation 401K |
<User Element> Results |
Deduction Calculated |
Pretax Deductions |
Deferred Compensation 401K Catch Up |
<User Element> Results |
Catchup Deduction Calculated |
Pretax Deductions |
All other than Deferred Compensation 401K and Deferred Compensation 401K Catch Up |
<User Element> Results <User Element> Retro |
Pay Value |
Employee Tax Deductions |
All |
<Predefined Element> |
Tax Calculated |
Employer Liabilities (deferred compensation) |
N/A |
<User Element> Employer Match Results Note:
Automatically generates when you answer Yes to the employer match question on the element template. |
Employer Match Calculated |
Employer Liabilities |
All |
<User Element> Results <User Element> Retro |
Pay Value |
Involuntary Deductions |
All |
<User Element> Results |
DeductionsCalculated |
Involuntary Deductions |
All fees |
<User Element> Organization Fee Results <User Element> Person Fee Results <User Element> Processing Fee Results |
FeeCalculated |
Voluntary Deductions |
All other than Roth Deferred Compensation |
<User Element> Results <User Element> Retro |
Pay Value |
Voluntary Deduction |
Roth Deferred Compensation |
<User Element> Results <User Element> Retro |
Deduction Calculated |
For further info, see the following in the Help Center.
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Indirect Elements for the US
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Payroll Costing of Elements for the US
Multiple Rules of Eligibility
You can define more than one eligibility record for each element. Doing so is useful when you want only certain groups of people to be available for an element, but not all of them. There can't be any overlap between the eligibility records.
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 info for each eligibility group.
Examples of Eligibility Criteria
You can restrict who can receive an element entry like the following.
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Your enterprise provides company cars only to people in the Sales or Customer Support departments.
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Create two eligibility records.
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Use Department to specify the eligibility criteria. Select Sales Department for one record and Customer Support for the second.
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Your enterprise offers a production bonus to people who work full-time in production and are on the weekly payroll. You and
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Create one eligibility record.
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Select Full-time regular as the employment category, Production as the department, and Weekly as the payroll.
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