Eligibility rules (form) [AX 2012]

Updated: January 31, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Human resources > Periodic > Compensation > Eligibility rules.

Use this form to set up eligibility rules for compensation plans. Eligibility rules make it easier to select an appropriate compensation plan for an employee. You can use eligibility rules to identify employees in specific jobs, job functions, job types, departments, labor unions, or compensation regions that are covered by a specific compensation plan.

After you have specified the eligibility rules for a compensation plan, you can define the set of levels from the plan that should apply to the jobs covered by the plan.

You can create eligibility rules for both fixed and variable compensation plans.

The following tables provide descriptions for the controls in this form.

Button

Description

Levels

Open the Eligibility levels form, where you can select the eligibility levels for the eligibility rule.

TipTip

Select the Enable levels check box to enable this button.

Field

Description

Eligibility

Enter a name for the eligibility rule.

Description

Enter a description of the eligibility rule.

Effective date

Select the date when the eligibility rule is effective.

Expiration date

Select the date when the eligibility rule is no longer effective.

Type

Specify whether the eligibility rule is for a fixed or a variable compensation plan.

Plan

Select the compensation plan that is available for employees who match the criteria defined in the rule.

Enable levels

Select this check box to enable specifying compensation levels for the eligibility rule.

Organization field group

Select the organizational criteria for eligibility in the compensation plan selected for the eligibility rule. For example, you might want only employees that work in a specific department to be eligible for the compensation plan associated with the eligibility rule. If this is the case, you must select a department in this group of fields.

Job field group

Select the job criteria for eligibility in the compensation plan that you selected for the eligibility rule. For example, you might want only employees that work in a specific job type to be eligible for the compensation plan associated with the eligibility rule. If this is the case, you must select a job type in this group of fields.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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