Eligibility processing indicates that the system determines the employees’ eligibility for the reimbursement items that are

• Defined as part of the Eligibility Rule.

Parameters for Processing Eligibility: You can request the system to process the eligibility of all employees under a reimbursement calendar, who are mapped to

• Reimbursement items or

• Reimbursement groups.

Depending on whether you choose Item or Group, the system makes available all the reimbursement items or all the groups mapped to the reimbursement calendar. These items or groups are displayed according to each employment unit under the Reimbursement Setup Unit.

You are to now select one or more reimbursement item/group and employment unit combinations. Selecting implies that you have identified these combinations, to request the system to process the eligibility of all the employees under the selected employment unit, who are mapped to the reimbursement item or group. These employees are under the scope of the selected reimbursement calendar, as well.

The system will identify the records to process, based on the following parameters you specified:

• Reimbursement calendar

• Reimbursement item or group

• Employment unit

Session ID: After you specified the parameters, the system checks whether all the prerequisite conditions required for processing are satisfied. If they are satisfied, these parameters are automatically saved. Once they are saved, the system generates a Session ID. The generation of the session ID indicates that the employee records are ready for processing of eligibility.

The session ID uniquely identifies the eligibility processing that a system carries out on a set of records This unique ID is necessary when more than one instance of eligibility processing is being carried out simultaneously. You cannot carry out eligibility processing without a session ID.

Note: The system also checks whether this processing was authorized already, through the “Authorize Employee Eligibility” activity. If it was authorized, unauthorization is required before you process it.

Viewing the Processing Status: You can view the status at each stage. The different statuses that the system can display for each phase are Authorized, Unauthorized, Processed, Not Processed, In-progress, Aborted and Reset.

The Scope of this Activity: This activity makes it possible for you to

• Process employee eligibility

• Process employee eligibility individually

• View employee eligibility

 

Getting familiar with the pages inside

Go to page…	…to carry out task
Process Employee Eligibility	Processing employee eligibility for an employment unit
Individual Employee Eligibility Processing	Processing employee eligibility individually
View Employee Eligibility	Viewing employee eligibility

 

Prerequisites

  Definition of Reimbursement Calendar

Security definition for reimbursement

Dependent enrollment

What you can do in this activity

Process employee eligibility

Process employee eligibility on an individual basis

View employee eligibility

 Each of these tasks is described in the following sections.