Configure eligibility rules
Before you can enroll employees in a compensation plan, you first need to determine who is eligible for the compensation that is defined in the plan. Until you determine eligibility, you won't be able to assign the plan to employees.
An employee must meet all specified criteria to be eligible for the compensation plan. If you don't specify criteria, all employees are eligible for the compensation plan. If an employee doesn't meet the criteria that are specified in the eligibility rule, or an eligibility rule hasn't been specified for a compensation plan, the compensation plan won't appear in the lookup when you create a fixed compensation record for an employee.
To set up a new eligibility rule, follow these steps:
Go to Human resources > Compensation > Eligibility > Eligibility rules.
Select New in the Action Pane.
In the Eligibility field, enter a name for the eligibility rule.
In the Description field, enter a meaningful description.
In the Effective date field, enter a date.
In the Type field, select the type of plan (fixed or variable).
In the Plan field, select a value.
Select the criteria that an employee must meet to be eligible for the compensation plan, such as:
Department
Labor union
Location
Job
Function
Job type
Select Save.
Watch the video below to see how to configure an eligibility rule in the application.