To define the criteria in a variable rate profile:You define the criteria that compose a variable rate profile so that participants who meet the criteria receive the variable rate you have defined. You can also define a variable rate profile so that participants who meet the criteria are specifically excluded from receiving the variable rate.
Note: You can use a participant eligibility profile that you have defined as a criteria set in a variable rate profile. This lets you define your criteria once, then reuse the criteria set to control both eligibility and variable rates. Oracle recommends attaching eligibility profiles to variable rates--as opposed to individual criteria--to improve system performance.
If you use a FastFormula rule as part of your variable rate profile, the participant must meet the criteria of the rule and one value from any other criteria that you include in the profile. If you use more than one FastFormula rule, by default the participant must meet the criteria of all the rules. If you change the user profile option BEN:VAPRO Rule from AND to OR, the participant need only meet the criteria of one rule.
To define the criteria in a variable rate profile:Enter or query the variable rate in the Variable Rate Profiles window.
If you are attaching an Eligibility Profile for a Grade/Step Progression criteria set, use the Variable Rate Profiles using the Eligibility Profiles window and set your effective date to 01-JAN-1951. For a Grade/Step Progression criteria set, you can only attach Eligibility Profiles to your Variable Rate, but not individual criteria.
Choose the Eligibility Profiles button to open the Eligibility window if you want to link a participant eligibility profile to the variable rate profile.
Select an Eligibility Profile Name.
Select the Required check box if the participant must satisfy this eligibility profile to receive the variable rate.
Note: Currently, you can attach only one criteria set to a variable rate profile, so the set is automatically required.
Close the Eligibility window.
If you want to use variable rate criteria--instead of an eligibility profile--choose the Criteria button to open the Variable Rate Criteria window.
Choose a tabbed region that contains a criteria element you want to include in your variable rate profile.
Select a criteria element.
For example, in the Other Factors region you could select Participation in Another Plan as a criteria element if you want to define a special rate for when two plans are elected in conjunction with one another.
If you are attaching an Eligibility Profile for a Grade/Step Progression criteria set, you can use the following criteria only:
Bargaining Unit
Full Time/Part Time
Job
Location
Organization
Performance Type
Person Type
Rating Type
Rule
Service Area
Enter a Seq (sequence) number specifying the order the system processes this criteria element relative to any other criteria in the variable rate profile.
Attention: You must assign a sequence number of a higher priority to all criteria that are used to exclude eligibility in a variable rate profile.
Select a value for the criteria element you have selected.
Check the Exclude field if a person who meets the value of this criteria element is excluded from receiving the variable rate associated with this profile.
Repeat steps 7-11 for each criteria element you include in this variable rate profile.
Choose the Display All tabbed region to view the criteria elements in this variable rate profile.
Save your work.