Eligibility check in ECM

[Former Member]

Hi All,

I have this particular issue. We have the Key eligibility date as 09/30 and if the emp is eligible on 09/30/2008 he gets an IT 758. Now let say on 10/15/2008, he retired. I am doing a PA40 action for retirement and delimited his 758 with the end of 10/15/2008. So now the employee should no longet be eligible for LTI plans.

We have 12/17/2008 as the default effective date.

But the system would still allow me to create a 759 even after 10/15 and the employee is also shown as eligible on the portal. How can I rectify this? How can I stop from creating 759's after 10/15 and show him as ineligible on the portal after 10/15.

Your suggestions are highly appreciated.

Thanks

[Former Member · Accepted solution]

Hi Sneha

Then you need to use the user exit and in the termination action you should change the effective date as system date. For this you need to do the programming changes. you can take the help of the programmers. The problem will be solved.

Thanks

Naveen

[Former Member]

Naveen/RB,

Thanks for your responses. I appreciate it. I got it resolved by changing the Key eligibility date to 12/17 which is the grant date.

Thanks

[Former Member]

HI,

If you are changing the employee's EG and ESG than you can exclude the same in the guideline group or exclude it in the compensation area this will ensure that the employee is not eligible to receive the increment.

(Based on the assumption if you have different employee gorups and sub groups for retirees)