Entitlement policies are a group of entitlements that a set of employees can qualify for. By customizing entitlement policies, assigning entitlements to the policies, and assigning the entitlement policies to specific employees, you can dictate which employees qualify for specific balances and how they can accrue them.
For example, you can assign the Vacation Days, Sick Days, and Personal Days entitlements to one entitlement policy, but just the Sick Days entitlement to a second policy. With this configuration, you can assign full-time employees to the first entitlement policy so that they have vacation, sick, and personal day balances that they can earn. For part-time employees who should have only sick days in their benefits, you can assign them to the second entitlement policy.
You can apply entitlement policies to your entire organization, so that every employee can be assigned them, or just to specific areas of your organization, such as a district, region, or specific location. Managers, HR professionals, or other users with access can assign entitlement policies to employees only if they’re available for the employees’ locations.
Note: An employee doesn’t always earn the balances in an entitlement policy just because they were assigned the policy. Only the employees that qualify for entitlements earn balances from them. The entitlement’s configuration dictates which employees qualify to earn balances. Further, many factors dictate whether an employee qualifies to earn a balance, including the entitlement’s ruleset configuration and how the rules and qualifiers were configured.
You can create as many entitlement policies as you need in Pay Setup > Entitlements.
Role feature access: Pay Setup > Pay Setup > Entitlements > Policies
To configure entitlement policies:
- Go to Pay Setup > Entitlements and click the Policies tab.
- Click Add.
- Enter a name and, optionally, a description for the entitlement policy.
- In the Organization field, select which areas of the organization the entitlement policy applies to.
- Enter a start date and, optionally, an end date for the policy. If you don’t enter an end date, the policy doesn’t expire.
- (Optional) In the Reference Code field, enter a cross-reference code. This code must be unique and must not contain special characters.
- To add entitlements to the policy, select one in the Available column and move it to the Selected column using the arrow icons.
- Click Save.