Examples of Eligibility Profiles
The following examples show how to use eligibility profiles to determine which workers are eligible for a plan, compensation object, and checklist task.
In each case, you:
-
Create the eligibility profile using the Manage Eligibility Profiles task, which is available in several work areas, including the Setup and Maintenance work area and the Plan Configuration work area.
-
Associate the eligibility profile with the relevant object, such as a benefit plan.
Savings Plan Eligibility
A savings plan, such as a 401k plan, is restricted to full-time employees under 65 years of age. Create an eligibility profile to associate with your plan.
The following table provides the values for the eligibility profile definition.
|
Field |
Value |
|---|---|
|
Profile Usage |
Benefits |
|
Profile Type |
Participant |
|
Criteria Type |
Name |
Values |
Select Exclude Check Box |
|---|---|---|---|
|
Employment |
Assignment Category |
Full-Time |
No |
|
Derived Factor |
Age |
Select an age derived factor for the age band of 65 and older |
Yes |
Bonus Eligibility
You offer a bonus to all employees who received the highest possible performance rating in all rating categories. Create an eligibility profile to associate with your Bonus compensation object.
The following table provides the values for the eligibility profile definition.
|
Field |
Value |
|---|---|
|
Profile Usage |
Compensation, or Global |
|
Profile Type |
Participant |
|
Assignment to Use |
Specific Assignment |
The following table provides the values for the eligibility criteria for each rating category.
|
Criteria Type |
Name |
Values |
Select Exclude Check Box |
|---|---|---|---|
|
Employment |
Performance Rating |
Select the performance template and rating name, and then select the highest rating value |
No |
Checklist Task Eligibility
A new hire checklist contains tasks that don't apply to employees who work in India. Create an eligibility profile to associate with each checklist task that doesn't apply to workers in India.
The following table provides the values for the eligibility profile definition.
|
Field |
Value |
|---|---|
|
Profile Usage |
Checklist |
|
Profile Type |
Participant |
The following table provides the values for the eligibility criteria.
|
Criteria Type |
Name |
Values |
Select Exclude Check Box |
|---|---|---|---|
|
Employment |
Work Location |
India |
Yes |