Defining eligibility rules

Select the date from which eligibility to use accruals and/or allotments will be assessed.

A value is required in either this field or the Date User field.

If the eligibility requirement is based on a user-defined date field, select the field that will be used.

If there is a waiting period that must be satisfied before employee is eligible to use accrued amounts, select the date from which the waiting period begins. If a value is selected, the Waiting Period and Unit fields are required.

Enter the value for the waiting period that must be satisfied before accrued amounts become available for use. If a value is entered here, a Unit must be specified.

If a value is entered in the Waiting Period field, select the value that identifies the unit of time in which the waiting period is measured.

If you select hours for the waiting period, then select a service class that identifies which hours, by service code, will count toward the waiting period.

If you select Hours for the waiting period unit, select the value that determines which type of hours will count towards the waiting period

The option you select will depend on the balance and enrollment type defined on the plan. For example, if you select 01 Plan, only the hours worked for the employee's eligible positions are considered.

For plans with a balance type of 1 Employee Group and an enrollment type of 2 Position Code, the eligible positions are shown on the Employee Absence Plan Enrollment (LP32.1) records which you access from Employee Absence Plan Master (LP31.1).

If the waiting period start date is different than the requirement date, identify whether the earlier or later of the resulting dates once the waiting period is applied should be used for the eligibility begin date.

If points are specified for setting the eligibility begin date, select whether the nearest point before (prior) or after (next) the requirement is met will be used.

If the eligibility begin date needs to fall on a specific calendar point (i.e. first of a month) enter the month and day values to identify these points.

Select whether the Eligibility Begin Date should be adjusted to coincide with the employee's pay periods. This is valid only when Pay Plans are defined in the application.

Select how often accrued amounts become eligible for use.

If accrued amounts are only calculated for comparisons and adjustments to allotments, leave this field blank. If accrued amounts become immediately available for use, select 99.