Eligibility Profile with Sample Formula

Eligibility profile is used across various HCM modules like compensation, benefits, absence management, etc.

When you click on create there are two options

Participant profile and Dependent profile

• Participant profile – Generally used while making eligibility profiles
• Dependent profile - It is used in benefits to get additional information like how much benefit should a dependent get, etc.

Types of Eligibility Criteria available:

• Personal: Includes gender, person type, postal code ranges, and other person-specific criteria. 
• Employment: Includes assignment status, hourly or salaried, job, grade, and other employment-specific criteria.
• Derived factors: Includes age, compensation, length of service, hours worked, full-time equivalent, and a combination of age and length of service.
• Other: Includes miscellaneous and formulas.
• Related coverage: Includes criteria based on whether a person is covered by, eligible for, or enrolled in other benefits offerings.

Here the types in bold are the main tabs and the criteria within it are sub tabs.

Within a tab you add anything it acts as an OR condition and across tabs it is AND condition.

Example of Eligibility Formula:

/*==========================================================================

FORMULA NAME: XX_ELIG_FF

FORMULA TYPE: Participation and Rate Eligibility

==========================================================================*/

DEFAULT FOR PER_ASG_EMPLOYMENT_CATEGORY IS ' '

DEFAULT FOR PER_ASG_STATUS_USER_STATUS IS ' '

DEFAULT FOR PER_ASG_ORG_LEGAL_EMPLOYER_NAME IS ' '

DEFAULT for PER_ASG_SYSTEM_PERSON_TYPE is ' '

DEFAULT FOR PER_ASG_EMPLOYMENT_CATEGORY IS ' '

ELIGIBLE = 'N'

IF PER_ASG_SYSTEM_PERSON_TYPE = 'EMP' THEN

(

                IF(PER_ASG_ORG_LEGAL_EMPLOYER_NAME = 'Legal Employer Name') THEN

                (

                                IF(PER_ASG_STATUS_USER_STATUS = 'Active - Payroll Eligible') THEN

                                (

                                                IF((PER_ASG_EMPLOYMENT_CATEGORY = 'FR') OR (PER_ASG_EMPLOYMENT_CATEGORY = 'PR'))THEN

                                                (

                                                                ELIGIBLE = 'Y'

                                                )

                                )

                )

)             

RETURN ELIGIBLE