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Administrator Guide
Last Updated: 2023-06-23
Example: Define Eligibility for a Time Off Plan

Example: Define Eligibility for a Time Off Plan

This example describes how to define eligibility for time off plans.
As part of the HR department, you’re configuring the time off plan for your full-time employees. As part of the process, you need to define eligibility criteria for the time off plan so that it’s available to:
  • Employees classified as regular and full-time as of the period end date.
  • Employees terminated at midperiod that are regular and full-time on the period start date.
Security:
Set Up: Time Off (Calculations - Absence Specific)
 domain in Time Off and Leave functional area.
  1. Create eligibility criteria for regular employees:
    1. Access the
      Create Instance Set Comparison Calculation
       task.
      Enter this information:
      Field
      Description
      Name
      Employee Type is Regular (as of Period End Date)
      Source Field
      Employee Type as of Period End Date
      Relational Operator
      in the selection list
      Target Instance
      Regular
    2. Access the
      Create Instance Set Comparison Calculation
       task.
      Enter this information:
      Field
      Description
      Name
      Employee Type is Regular (as of Period Start Date)
      Source Field
      Employee Type as of Period Start Date
      Relational Operator
      in the selection list
      Target Instance
      Regular
    3. Access the
      Create Logic Calculation
       task.
      Enter this information:
      Field
      Description
      Name
      Employee Type is Regular (as of Period Start Date) AND Worker is Terminated Mid-Period
      Operator
      AND
      Calculation
      Employee Type is Regular (as of Period Start Date)
      Calculation
      Worker: Terminated Mid-Period
    4. Access the
      Create Logic Calculation
       task.
      Enter this information:
      Field
      Description
      Name
      Employee Type is Regular
      Operator
      OR
      Calculation
      Employee Type is Regular (as of Period End Date)
      Calculation
      Employee Type is Regular (as of Period Start Date) AND Worker is Terminated Mid-Period
  2. Create the eligibility criteria for full-time employees:
    1. Access the
      Create Instance Set Comparison Calculation
       task.
      Enter this information:
      Field
      Description
      Name
      Time Type is Full Time (as of Period End Date)
      Source Field
      Time Type as of Period End Date
      Relational Operator
      in the selection list
      Target Instance
      Full Time
    2. Access the
      Create Instance Set Comparison Calculation
       task.
      Enter this information:
      Field
      Description
      Name
      Time Type is Full Time (as of Period Start Date)
      Source Field
      Time Type as of Period Start Date
      Relational Operator
      in the selection list
      Target Instance
      Full Time
    3. Access the
      Create Logic Calculation
       task.
      Enter this information:
      Field
      Description
      Name
      Time Type is Full Time (as of Period Start Date) AND Worker is Terminated Mid-Period
      Operator
      AND
      Calculation
      Time Type is Full Time (as of Period Start Date)
      Calculation
      Worker: Terminated Mid-Period
    4. Access the
      Create Logic Calculation
       task.
      Enter this information:
      Field
      Description
      Name
      Time Type is Full Time
      Operator
      OR
      Calculation
      Time Type is Full Time (as of Period End Date)
      Calculation
      Time Type is Full Time (as of Period Start Date) AND Worker is Terminated Mid-Period
  3. Combine the eligibility criteria for regular, full-time employees.
    Access the
    Create Logic Calculation
     task.
    Enter this information:
    Field
    Description
    Name
    Employee is Regular and Full Time
    Operator
    AND
    Calculation
    Employee Type is Regular
    Calculation
    Time Type is Full Time
  4. Add the eligibility criteria to the time off plan.
    1. Access the
      Create Time Off Plan
       task.
    2. In the
      Enabled for Worker Type
       field on the
      Eligibility
       tab, select
      Employee
      .
    3. In the
      Worker Eligibility
       table, add a row and select
      Employee is Regular and Full Time
      .
Use the
Evaluate Absence Eligibility
 report to test whether a worker is eligible for the time off plan as of a date.