Eligibility Program Information

Eligibility Program Information allows you to view the various eligibility programs that have been entered into Adapt. You can also use this screen to commence the Add, Copy and Delete processes. Finally, you can get more information on each of the listed programs.

Advanced Incentive vs Accrued Incentive

An Advanced Incentive program awards a benefit amount "up front". The employee does not have to earn it. For example, if you award employees with 24 hours of vacation at the beginning of the year that they can spend throughout the year...this would be an Advanced Incentive program.

Accrued Incentive programs are more complex but also more customizable. Accrued Incentive awards are earned by the employee working a number of hours and/or being employed a certain number of days. You can assign a certain number of hours and/or days that must be worked in order for the program to trigger (being accruing). Once the program being accruing, you can assign a rate of accrual (for example, 1 hour awarded per 30 hours worked). Finally, you can also set an award trigger that determines how much award must be earned before it can be paid out.

Accessing Eligibility Program Information

  1. From the Navigator, select Administration.
  2. From the fly-out menu, select Administration.
  3. From the Financial Administration area, select Manage Eligibility Programs.

Reading the Eligibility Program Information Grid

The Eligibility Program Information Grid contains the following information:

  • Program Name: Displays the contents of the Program Name field. This is how the program is referred to by the rest of Adapt.
  • Corporation Name: Indicates the corporation with which the eligibility program is associated.
  • Begin Date: Indicates the Effective Begin Date of the program.
  • End Date: Indicates the Effective End Date of the program. If there is no End Date, then the program is ongoing.
  • Program Type: Indicates whether the program is an Accrued Incentive or an Advanced Incentive type.

Filtering Search Results

  1. From the Eligibility Program Information screen, click Search.
  2. If you want to remove all previous search criteria, click Clear.
  3. In the Corporation field, use the drop-list to select the specific corporation for which you want to show associated incentive programs. If you do not want to filter by corporation, select -none-.
  4. In the Program Name field, use the drop-list to select the specific program for which you want to search. If you do not want to filter by program name, select -none-.
  5. In the Program Type field, click the Code Selection icon to select whether you want to show only Accrued Incentive program or Advanced Incentive programs. If you do not want to filter by Program Type, leave the field empty.
  6. In the Applies to field, place a check in the box if you want to only see programs that apply to that type of candidate. You can place a check in one, two or all three boxes. If you do not want to filter by the type of candidate to which the program applies, leave all boxes unchecked.
  7. In the Client field, use the look-up icon to find programs associated with the specific client record. If you do not want to filter by client, leave the field empty.
  8. In the Work Location section, use the drop-lists to find programs associated with the work location (state, county or city) selected. If you do not want to filter by work location, select -Select- for the State and leave the County and City empty.
  9. When you are satisfied with the search modifications entered, click Find.
  10. The Eligibility Program Information screen populates with the results of your search. Also, the search box displays the criteria you entered.

Workflows