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Configuring Plan Eligibility for Workforce Compensation Plan

Jul 4, 2024

Configuring Plan Eligibility for Workforce Compensation Plan

Introduction

  • Presenter: Nikita from VIP Solution
  • Session Topic: How to configure plan eligibility for Workforce Compensation Plan

Steps to Configure Plan Eligibility

Logging In

  • Log in as an HR specialist
  • Navigate to 'My Client Group' and select 'Compensation'

Creating Workforce Compensation Plan

  • Under 'Workforce Compensation', select 'Workforce Compensation Plan'
  • Click on 'Create'
  • Click on 'Create Plan Eligibility'

Configuring Eligibility

  • The initial status is 'Not Started'. Click to change it
  • Check the box to 'Track Ineligible Worker'
    • Purpose: To include ineligible workers in the compensation cycle, creating additional records and processing
  • Click on 'Add Row'
  • Select the eligibility profile
    • Click on 'Search' and search for the profile '
      • E.g., 'Include Contingent Worker for Compensation'

Making Eligibility Profile Required

  • Check the box if you want to make this eligibility profile required for the plan
  • Click 'Save and Close'

Results

  • Status of plan eligibility changes to 'Completed'
  • Displays updated information
    • 'Track Ineligible Worker' set to 'Yes'
    • Shows the number of eligibility profiles configured

Adding More Profiles

  • Click 'Add Row' to add more eligibility profiles
  • Manage eligibility profiles through 'Manage Eligibility Profile' option
    • Can create and test eligibility profiles here

Conclusion

  • Demonstrated how to configure plan eligibility for Workforce Compensation Plan
  • Method overview and confirmation that the plan eligibility is successfully configured

Closing

  • Presenter hopes the method is clear
  • Thanks the viewers for watching