Update Employee Plan Eligibility Dates

Compensation Guide

Version
R2025.1.0
Update Employee Plan Eligibility Dates

In the Assignments tab of Compensation Administration > Compensation Plan Administration, you can update the eligibility dates of employees within the compensation plan period to make employees eligible for a payout earlier or later than their actual eligibility date in the compensation plan.

To update the eligibility dates for employees in a compensation plan:

  1. Go to Compensation Administration > Compensation Plan Administration.
  2. In the Assignments tab, filter the required employee records.
  3. Click the field in the Eligible From or Eligible To column.
  4. Enter or select a new date.
  5. Note: You can select an Eligible From date that is before the Plan Start Date, but not after the Plan End Date. You can select an Eligible To date that is after the Plan End Date, but not before the Plan Start Date.
  6. Click Save.