Creating Primary Participant Eligibility Profile

Date format

The date format applicable to the login user. More Details

To create eligibility profile

Benefits Eligibility Definition Unit

The name of the organization unit in which the benefits eligibility definition unit has been deployed. If there is more than one value, the system displays “Select” as the default value in the drop-down list box.

From the “Benefits Eligibility Definition Unit” drop-down list box, select the organization unit for which the eligibility profile has to be created. Tell me more

Eligibility Profile Code

The unique code to identify the eligibility profile.

Eligibility Profile Short Description

The unique short description of the eligibility profile

Eligibility Profile Long Description

A brief description of the eligibility profile

Effective From

The date from which the profile comes into effect.

Age

The drop-down list box displays "Less than", "Greater Than”, and “Equal to". By default the drop-down list box will display “[N.A.] ". To indicate the age of the employee should be greater than, less than or equal to a certain age, select the required option from the drop-down list box and enter the age in the field beside. For example, to indicate the age as greater than 25, you must select “Greater Than” option from the drop-down list box, and enter 25 in the field beside.

Date of Birth

The drop-down list box displays "As on or before", "As on or after”, and “Equal to". By default the drop-down list box will display " [N.A.] ".  To indicate the date of birth the employee should be as on, before or after a certain age, select the required option from the drop-down list box and enter the date in the field beside. For example, to indicate the person must be born as on or before 01 Jan 1970, you must select “As on or before” option from the drop-down list box, and enter 01 Jan 1970 beside in the date format as applicable to the login user.

Length of Service

The period of service that the employee must have completed in the organization. The drop-down list box displays "Less than", "Greater Than”, and “Equal to". By default the drop-down list box will display “[N.A.] ". To indicate the length of service should be greater than, less than or equal to a certain period, select the required option from the drop-down list box and enter the period in the field beside. You must also select the unit of the period i.e. months or years from the second drop-down list box. By default the second drop-down list box displays two values viz., years and months. By default it will display with a blank value. For example, to indicate the length of service must be greater than 2 years, you must select “Greater Than” option from the first drop-down list box, enter 2 in the field beside and select “Year” option in the second drop-down list box.

Date of Hire

The date on which the employee has joined the organization. The drop-down list box displays "Less than", "Greater Than”, and “Equal to". By default the drop-down list box will display " [N.A.] ". To indicate the date of hire should be greater than, less than or equal to a certain date, select the required option from the drop-down list box and enter the date in the field beside.

For example, to indicate the person joined before 01 Jan 2000, you must select “less than” option from the drop-down list box, and enter the date, 01 Jan 2000 in the field beside in the format applicable to the login user.

Reference Period

From the drop-down list box select “Hire Date” to indicate that the period of service starts from the hire date. Select the Rehire Date to indicate that the period of service starts with rehire date.

Employment Status

To indicate if the employee is still employed in the organization or separated etc., select the appropriate option from the drop-down list box. The drop-down list box displays list of all the options defined in the HRMS General Masters. Examples are "Current", "Separated" etc.

FLSA

The status of FLSA (Fair Labor Standards Act of 1938) from the drop-down list box select “Exempt” to indicate that the employee is exempted from FLSA and select “Non-exempt” to indicate that the employee is not exempted in the FLSA.

Union Affiliation

From the drop-down list box select “Yes” to indicate that the employee must be affiliated to a union. Select “No” to indicate that the employee should not be affiliated to a union. By default the system will display with " [N.A.] ".

Employer Reason

The employer reason for separation. Examples, death, disability etc. The drop-down list box displays list of all the options defined in the quick codes of HRMS General Masters.

Marital Status

The marital status of the employee. For ex. Married, divorced, etc. The drop-down list box displays list of all the options defined in the HRMS General Masters.

Disability

Disability refers to the details of the physical disability of an employee which prevent or hinder undertaking certain types of assignments, either permanently or temporarily, depending on the extent of the disability which might be complete or partial. Examples are blind, deaf etc. The drop-down list box displays list of all the options defined in the quick codes of HRMS General Masters. By default the drop-down list box will display with " [N.A.] ".

Employee Type

To indicate if the employee is a regular employee or hired on contract basis etc. Select the appropriate option from the drop-down list box. The system list values such as "Regular", "Contract", "Consultant" "Volunteer" etc. The drop-down list box displays list of all the options defined in the HRMS General Masters.

Service Area Description

The drop-down list box displays list of all the options defined in the “Create Postal Service Area” activity of Benefits General Information component.

Benefit Association Code

The unique code to identify a benefits association in which the employee must be enrolled.

Zip

Enter the zip code of the participant.

Applicable to

Choose the organizational units to which the created eligibility profile details will be made available. The options in the drop-down list box are described below

  • “All Org. Units” refers to all the applicable organization units for this benefits eligibility definition unit.

  • “Login Org. Unit” refers to the organization unit you selected in the Benefits eligibility definition unit applicable.

  • Selective Org. Units” refers to a distinct set of applicable organization units to be specified in the Org. Unit Mapping page.

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To create eligibility profile

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