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Eligibility Profile With Sample Formula - Fusion HCM

Eligibility profiles in HCM systems define who is eligible for benefits and programs based on various criteria. There are two types of eligibility profiles: participant and dependent. Eligibility criteria include personal details, employment details, derived factors like age and tenure, and formulas. Formulas use IF/THEN logic to determine if criteria are met and set an eligibility flag accordingly. An example formula checks various employment details to set an eligibility flag for a benefits program.

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743 views2 pages

Eligibility Profile With Sample Formula - Fusion HCM

Eligibility profiles in HCM systems define who is eligible for benefits and programs based on various criteria. There are two types of eligibility profiles: participant and dependent. Eligibility criteria include personal details, employment details, derived factors like age and tenure, and formulas. Formulas use IF/THEN logic to determine if criteria are met and set an eligibility flag accordingly. An example formula checks various employment details to set an eligibility flag for a benefits program.

Uploaded by

JAI PRATAP
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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05/01/2021 Eligibility Profile with Sample Formula | Fusion HCM

Fusion HCM
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Eligibility Profile with Sample Formula


►
► 2020 (2)
Eligibility profile is used across various HCM modules like compensation, benefits, absence management, etc.
►
► 2019 (1)
When you click on create there are two options ►
► 2018 (3)
Participant profile and Dependent profile ▼
▼ 2017 (15)
►
► September (
►
► August (7)
Participant profile – Generally used while making eligibility profiles
▼
▼ July (7)
Dependent profile - It is used in benefits to get additional information like how much benefit should a dependent get, etc.
Creating Cus
with Samp
Types of Eligibility Criteria available: Creating an D
Value Set a

Personal: Includes gender, person type, postal code ranges, and other person-specific criteria. Creating an In
Value Set a
Employment: Includes assignment status, hourly or salaried, job, grade, and other employment-specific criteria.
Adding New O
Derived factors: Includes age, compensation, length of service, hours worked, full-time equivalent, and a combination of age and length of
Adjustmen
service. Lookup an
Other: Includes miscellaneous and formulas. Eligibility Prof
Related coverage: Includes criteria based on whether a person is covered by, eligible for, or enrolled in other benefits offerings. Sample Fo
OTBI Report
dashboard
Here the types in bold are the main tabs and the criteria within it are sub tabs.
Adding Param
of Values t
Within a tab you add anything it acts as an OR condition and across tabs it is AND condition. OTB...

Example of Eligibility Formula:

Total Pageviews
/*==========================================================================
FORMULA NAME: XX_ELIG_FF
FORMULA TYPE: Participation and Rate Eligibility
6 7 2
==========================================================================*/
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

at 03:22

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