Create Eligibility Rules for Compensation

Set up objects, such as job profiles or locations that form the basis for eligibility rules.

Security: Set Up: Compensation Rule
domain in the Core Compensation functional area.

You can configure eligibility rules that determine eligibility for compensation components, including compensation plans, grades and grade profiles, and packages. Workday can then use eligibility rules to automatically populate values in some processes. Examples:

When proposing compensation during the Offer
or Employment Agreement
business processes.

When creating a job requisition.

When you assign, roll out, or remove a new or updated compensation plan to employees defined by an eligibility rule.

When creating a referral one-time payment.

Access the

Create Compensation Eligibility Rule

task.

(Optional) Select rules, one at a time, from the

Copy Condition from Rule

list.

You can use the related actions menu to view details about the conditions.

Workday creates a row in the

Rule Conditions

grid for each rule that you select and populates the

Source External Field or Condition Rule

column.

For each rule condition, consider:

Opzione	Descrizione
And/Or	If 2 or more rule conditions exist, select And or Or to control how each relates to the preceding line. Workday evaluates the expression to be true when: All conditions in an expression connected by And are true. At least 1 of the conditions in an expression connected by Or is true.
( )	Use the parentheses columns when you need 3 or more rows connected by And and Or . Example: To state (a and b ) or c add: An opening parenthesis at the beginning of statement a . An And at the beginning of statement b . A closing parenthesis at the end of statement b . An Or at the beginning of statement c .
Source External Field or Condition Rule	Select 1 option from delivered Workday sources or from condition rules that you've defined. The type of field or condition rule you select determines other available options.
Relational Operator	Options depend on the data type: A contains operator applies to text but not numeric data types. A less than operator applies to numbers or currency, but not text.
Comparison Type	Specify whether to compare the source to another field or to a value you enter.
Comparison Value	Select a comparison field or enter a value to compare to the source.
Order	Use arrows to control the order in which Workday processes the statements.

When you assign compensation components to employees, the eligibility rules determine which ones are available for selection in the

By Compensation Rule

prompt folder.

You require that an employee is eligible when both rule conditions

and

are true, or if rule condition

is true. In short, if (

and

) or

are true.

Assume also that:

means that Location equals Paris.

means that Job Exempt is true.

means that Job Family is Executive.

The employee is eligible or not eligible under these conditions:

Eligible if Location is Paris and Job is Exempt.

Not eligible if Location is Paris but Job is non-Exempt.

Not eligible if Location is Pleasanton and Job is Exempt.

Eligible if Job Family is Executive.

Not eligible if Job Family is Individual Contributor.

Access the

Assign Compensation Components to Rule

task to assign eligibility rules to compensation components.

Run the

Compensation Eligibility Rules

report to verify details.