Maintaining Reimbursement Group Eligibility

Click on the "Maintain Reimbursement Eligibility" link in the "Create Reimbursement Group" page , or
Click on the "Edit Reimbursement Eligibility" linkin the "Edit Reimbursement Group" page .

The "Maintain Reimbursement Group Eligibility" page appears.

The system displays the following fields.

Date Format

The date format applicable to the login user.

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Reimbursement Setup Unit

The organization unit in which the reimbursement group was created.

Ø Enter the following.

Employment Unit	From the drop-down list box, select the employment unit for which you require to maintain the reimbursement group eligibility details.
Reimbursement Scheme	From the drop-down list box, select the reimbursement scheme. You can either select any reimbursement benefit scheme or select the Not Applicable option.

The system displays the following from the previous page.

Quantity/Amount	Indicates whether you can reimburse the items under the specific group either in quantity/amount. Quantity: Indicates that quantity of the group can only be reimbursed. Amount: Indicates that you can reimburse the amount against the reimbursement group.
Group Code	The unique code identifying the reimbursement group.
Unit of Measurement	The unit of measurement, if reimbursement is in Quantity. Examples are kilometers, litres and gallons.
Reimbursement Group Description	The description of the reimbursement group.
Currency	The currency in which the reimbursement amount will be paid. Multiple currencies are supported, but a specific currency is maintained for each reimbursement group.

To record reimbursement group eligibility details

Enter the following reimbursement eligibility details in the multiline.

Eligibility For	Not applicable
Department	The unique code of the department for which the reimbursement eligibility details are applicable.
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Divisional Status	From the drop-down list box, select the divisional status for which the reimbursement group eligibility details are applicable.
Grade Set	The unique code of the grade set for which the reimbursement group eligibility details are applicable.
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Grade	The unique code of the grade for which the reimbursement group eligibility details are applicable.
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Position	The unique code of the position for which the reimbursement group eligibility details are applicable.
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Job	The unique code of the job for which the reimbursement group eligibility details are applicable.
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Column 1	Any other additional details or parameters to be included for defining the reimbursement group eligibility details.
Service From	The lower limit of number of years of service. The reimbursement eligibility details defined are applicable for the employee who has completed a specific period of service in the organization.
Service To	The upper limit of number of years of service. The reimbursement eligibility details are applicable for the employee who has completed a specific period of service in the organization.
Service Type	From the drop-down list box, select the Service Type, which will be the unit for the service period. Example, Months, Days, Years.
Eligibility Based On	From the drop-down list box, select any one of the following options Anniversary Based indicates that the reimbursement eligibility details are applicable based on the employees date of joining. Calendar Based indicates that the reimbursement eligibility details are applicable based on the reimbursement calendar.
Eligibility Type	From the drop-down list box, select any one of the following eligibility types applicable for the reimbursement group Actuals implies that the reimbursement amount is not limited and is only based on the actual expenditure against the reimbursement item under the group Limited implies that the reimbursement amount is limited to a specific amount irrespective of the expenses incurred on the item under the reimbursement group.
Percentage of Base Pay Element	The percentage of the base pay, which will be the eligibility value for a specific gradeset/grade and work location. Alternatively, you can enter a fixed amount. The base pay of employee is defined in the Compensation component.
Eligibility Value	The amount that can be reimbursed by the employee mapped to a specific gradeset/grade.and work location
Work Location	From the drop-down list box, select the work location for which the reimbursement eligibility group details are applicable.
Column2	Any other additional details or parameters to be included for defining the reimbursement eligibility group details.
Column3	Any other additional details or parameters to be included for defining the reimbursement eligibility group details..

The system displays the following

Department Description	The description of the department for which reimbursement eligibility group details are applicable
Gradeset Description	The description of the grade set for which the reimbursement eligibility group details are applicable
Grade Description	The description of the grade for which the reimbursement eligibility group details are applicable.
Position Title	The description of the position for which the reimbursement eligibility group details are applicable.
Job Description	The description of the job for which the reimbursement eligibility group details are applicable.

Select the Save pushbutton to save the details.

To indicate whether a history of the modifications must be maintained

Enter the following

Modification Option

Select Correct or Update from the drop-down list box.

If you select Correct, the history of modifications is not stored by the system. The record is merely corrected, and the system treats the modification date of the record to be the same as Effective Date you specified when you created the record
Update, the system stores the history of modifications, by inserting a new record to track each change to the record. The previous record is internally closed. When you select Update, you must also enter the date from which the changes must become effective.

New Effective Date

If the edit option you chose is Update, specify the date from which the current modification will be in effect. The system maintains the Effective To Date of the previous record to be one day less than the New Effective Date.

Select the Previous pushbutton beside the Data Access History field, to view the previous changes, if any, made to the reimbursement group.

If no previous record exists, the system will display the current record.

Note: When you click Previous, the system will display the previous record in the database, provided you had chosen Update in the Edit Option drop-down list box.

Select the Next pushbutton in the Access Data History field, to view the next change of the reimbursement group.

To delete the reimbursement group eligibility details.

From the drop-down list box, select the employment unit.
Select the Previous or Next pushbutton to view the previous or next record of the reimbursement eligibility group details.
Select the checkbox against the record in the multiline to be deleted.
Select the Delete pushbutton to delete the specific group reimbursement eligibility details.

Page Objective

Use this page to maintain reimbursement group eligibility details.