ehrben0001a46c

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Title:Organization/Area:EUP Category:

BUSINESS PROCESS PROCEDURE Benefits EnrollmentHuman Resources / Benefits Administration

File Name: document.doc Release: R/3 4.6CResponsibility: Human Resource

DepartmentStatus:

Overview

Trigger:

An employee or group of employees needs to be enrolled in one or more new benefits plans or their existing benefits enrollment needs to be changed. For example,

1. A new employee needs to be enrolled;2. A request for eligible change in benefit participation has been submitted to Human

Resources;3. An employee has had a qualifying event (e.g. marriage, birth of a child, etc.) and

changes to current benefits selections or dependent records are appropriate;4. An error needs to be corrected in an employee’s benefits selection data.5. A new benefit option has been made available to a group of employees

Business Process Procedure OverviewThis document describes the business process procedure for accessing an employee’s benefit data on Infotypes IT0167, IT0168, IT0169, IT0170, IT0171, IT0378, IT0001, IT0002, IT0006, IT0021, IT0375, IT0019, IT0041, and IT0219. The accuracy of these infotypes is highly critical since they determine how an employee’s benefit eligibility is processed.

System configured tables access employee master data including information like org unit, employee group, employee subgroup, address, employee date of birth, employee dependents, dependent dates of birth, etc. to restrict entry in the appropriate benefit infotypes.

Input – Required Fields Field Value/CommentsDirect Selection/Personnel Number-Specify one employee’s Personnel Number or a range.

Selection Set/ Benefit Area and Program Grouping-Select a Benefit Area 1st Program Area Grouping and Second Program Area Grouping combination.

Through search help you can identify and select employee’s Personnel Numbers using a broad range of search criteria, e.g., first and or last name, org unit, etc. You can also select on the Personnel ID (EE’s Social Insurance or Tax) Number

From the pull down menus, select the Benefit Area 1st Program Area Grouping and Second Program Area Grouping combination

Output – Results CommentsReturns listing of selected employee(s) in lower left column. You then highlight the single employee whose benefits you wish to work on. Possible types of offers for that employee are then displayed in the upper right. At this point you can edit the effective date You double click the type of offer or highlight it and click “Get Offer”

Employee Infotypes IT0167, IT0168, IT0169, IT0170, IT0171, IT0378 IT0001, IT0002, IT0006, IT0021, IT0375, IT0019, IT0041, IT0219, have been accessed as required/requested.

Infotypes listed to the left contain benefit relevant information can be added, displayed, or maintained with this transaction.

Once results have been returned you can expand information by clicking on each plan option. A window opens in which you can set plan options, beneficiaries/dependents and enroll.

At any point after selecting the employee you can click the Overview button on top right to view that employee’s “General Overview of Benefit Plan Data” Screen

Once selections are made you can click “Costs” to view/Print the Employee/Employer Costs

Complete Transaction by Clicking “Enroll”. You receive a message advising you that the enrollment was successful and an option to print a confirmation report.

Tips and Tricks

Tips:

Last changed on:04/21/23

Last changed by: SAP HR

Version: 1.0 Page:Last changed on: of 404/21/23 1 of 4


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Click the Cost Summary icon to see employee and employer costs associated with the selected plans.

Click Overview to view that employee’s “General Overview of Benefit Plan Data” Screen which includes selected Master Data.





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Procedural Steps

1.1. Access transaction by:

Via Menus Human Resources Personnel Management Benefits Enrollment

Via Transaction Code HRBEN0001

1.2. On the Benefits Enrollment screen, choose the “Direct Selection” or “Selection Set” tab

<<< Screen print goes here >>>

Field Name Description R/O/C User Action and Values CommentsDirect Selection- Personnel Number

Enter or search for and select the Employee’s Personnel Number

R Enter or search for and select, the Employee’s Personnel Number or use search help for ranges

The system presents the specified employee(s) in a list below.

Matchcode and Search Help Available

Direct Selection-Personnel ID Number

This field enables you to enter the employee's social insurance or tax number

C Enter, the Employee’s Personnel ID Number.

The system presents the specified employee in a list below.

No Matchcode or Search Help Available

Selection Set-Benefits Area

Chose from a pick list to select a Benefits Area from which you will select all employees

The benefit area is the primary subdivision of plans set up for benefits. Benefit areas are maintained and operate independently of one another. Usually benefit areas group employees according to common characteristics like country or org unit.

O Select from Pick list. Pick ListLeave the field blank to report all possible values.

Selection Set- Benefits 1st program grouping

Chose from a pick list to select a Benefits 1st program grouping from which you will select all employeesBenefit 1st Program Groupings group employees for macro eligibility purposes. Benefits 2nd program grouping is a second identical method of grouping employees for eligibility purposes. The combination of these two groupings places every employee into a Benefit Program.

O Select from Pick list Pick ListLeave the field blank to report all possible values.

Selection Set-Benefits 2nd program grouping

Chose from a pick list to select a Benefits 2nd program grouping from which you will select all employeesBenefit 1st Program Groupings group employees for macro eligibility purposes. Benefits 2nd program

O Select from Pick list Pick ListLeave the field blank to report all possible values.





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grouping is a second identical method of grouping employees for eligibility purposes. The combination of these two groupings places every employee into a Benefit Program.

(Note: On above table, in column “R/O/C”; “R” = Required, “O” = Optional, “C” = Conditional)

1. 3 To access an employee’s Master Data, click the overview button and which will take you to the General Overview of Benefit Plan Data” Screen. Then, choose the “Master Data” tab.

<<< Screen print goes here >>>




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ehrben0001a46c