Formula For Assigning Benefits Effective Date

[katherinetdavita]

Hello-

I'm building a workflow to generate an eligibility file and I need either a formula and/or filter to capture benefits eligibility date based on Hire Date, then only send those that are eligible on the date the file is generated.

Criteria for eligibility is first day of the month following one month of employment

I've looked at some other posts for date time add but am struggling and on a deadline.

Thanks!

[BS_THE_ANALYST]

@katherinetdavita perhaps something like this could help. You may need to tweak the filtering logic at the end:

Sample input:

Adding one month to the hire date:

Some filtering logic:

Last step (if you want this one). You could send those eligible people an e-mail, or you can just output the file as a CSV etc:

[katherinetdavita]

Hi- Thanks for this, but the eligibility is a little more complicated than just adding a month.

For example, if an employee's hire date is today, 3/30/23, they are not eligible until 5/1/2023

But if their hire date is 4/1/2023, they're eligible 5/1/2023

I'd also rather not have to change the filter date when it runs weekly, but instead filter based on the eligibility date and run date.

[RobertOdera · Accepted solution]

Hi, @katherinetdavita 

Check out the below.

I hope you find it helpful - Cheers!

[katherinetdavita]

Wow, this is so cool. I'm going to try it out later today! Thanks so much!

[RobertOdera]

You're most welcome @katherinetdavita!