Eligibility profiles and derived factors
ConceptadvancedThe reusable criteria object that decides whether a person qualifies for an object it is attached to — for an absence plan, who may enroll and who may schedule absences. Built from criteria (personal, employment, derived factors, related coverage) that are OR-ed within a criteria type and AND-ed across types, each includable or excludable, and from derived factors (age, length of service, compensation, hours worked, FTE, age+service) that must be created before a profile can use them.
What people get wrong
The confusions are the difficulty. Each one is a belief that sounds right and is not.
- That one profile per object is the norm. Absence plans accept one or more profiles; absence types accept only one, so all of a type’s criteria must live in a single profile.
- That a derived factor can be referenced before it exists. Derived factors, user-defined formulas and user-defined criteria must be created first; only predefined criteria like gender have built-in values.
- That criteria combine with AND everywhere. Values within one criteria type are OR-ed; different criteria types are AND-ed.
- That include and exclude can be mixed freely in one profile. They can, but sequencing gets complicated, so the guidance is to keep excluded criteria in a separate profile.
Recall it
How is eligibility for an absence plan configured, what must exist before a profile can reference a criterion, and how do criteria combine?
An eligibility profile is attached to the plan (Eligibility section of the Participation tab) and decides who can enroll in the plan and who can schedule its absences. Derived factors (age, length of service, age+service, compensation, hours worked, FTE), user-defined formulas and user-defined criteria must be created first — a dangling reference matches nobody, silently. Within one criteria type, values are OR-ed; across different types, criteria are AND-ed; each criterion includes or excludes, and excluding a band includes all not excluded. Absence plans accept one or more profiles; absence types accept exactly one. Name profiles for their criteria, and keep excluded criteria in a separate profile when mixing includes and excludes.
Memory hook: Factor first, profile second, attach third. Same type OR, different types AND. Plans take many profiles, types take one.
Rests on ABS-ELIG-001, ABS-ELIG-003, ABS-ELIG-004, ABS-ELIG-005, ABS-ELIG-009, ABS-ELIG-010, ABS-ELIG-012.
Taught in
- Who may enroll: eligibility profiles and derived factorsHow an eligibility profile decides who can enroll in an absence plan and who can schedule its absences: create derived factors first, build the profile with include/exclude criteria, and remember that absence plans accept several profiles while an absence type accepts exactly one.
- Qualification plans: paying an absence with no balanceThe plan type that pays workers who qualify for it during an absence without accruing a balance — the four rule areas (term, eligibility, enrollment/termination, payments), the four term types and when each applies, the overlap rules that decide how straddling absences count on rolling-backward terms, the entitlement band matrix that maps worker criteria to duration and payment percentage, and open-ended absences calculated for 365 days.
Related
- Terminology glossary — what a term means, and what people get wrong when they use it