sap hr

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Created by SAP America

Accelerated SAP

Title:Organization/Area:EUP Category:

BUSINESS PROCESS PROCEDURE

General Overview of Benefit Plan DataHuman Resources/Benefits Administration

File Name: 29!!"#$2%doc Release: R/& #%$'

Res(onsi)ilit*: Human Resources +tatus:

Overview

Trigger:

,-e )enefits overview allows *ou to dis(la* an overview of em(lo*ees. )enefits enrollments% Foream(le *ou mi0-t receive an en1uir* from an em(lo*ee w-o wis-es to see -is or -er contri)utionamounts or 3now w-o t-e )eneficiaries are for an insurance (lan

Business Proess Desri!tion Overview,-is document demonstrates -ow information concernin0 an em(lo*ee.s )enefits can )e accessed usin0 t-e )enefits overview usin0 t-e4General Overview of Benefit Plan Data5% 6ts (ur(ose is to f ind w-at )enefits t-e em(lo*ee currentl* is enrolled in and t-e attri)utes ofeac- of t-ese (lans suc- as (lan data costs de(endent information and eli0i)ilit* dates%

In!ut Re"uire# $iel#s $iel# %alue/Co&&ents

Direct +election/Personnel Num)er7+(ecif* oneem(lo*ee.s Personnel Num)er or a ran0e%

+election +et/ Benefit Area and Pro0ramGrou(in07+elect a Benefit Area 8st Pro0ram

Area Grou(in0 and +econd Pro0ram AreaGrou(in0 com)ination%

,-rou0- searc- -el( *ou can identif* and select em(lo*ee.s Personnel Num)ersusin0 a )road ran0e of searc- criteria e%0% first and or last name or0 unit etc% oucan also select on t-e Personnel 6D ;;.s +ocial 6nsurance or ,a< Num)er

From t-e (ull down menus select t-e Benefit Area 8st Pro0ram Area Grou(in0 and+econd Pro0ram Area Grou(in0 com)ination

Out!ut ' Results Co&&ents

listin0 of s(ecified em(lo*ees and informationa)out t-eir )enefits selections and related data

Benefits related (lans costs master data and time overview

Ti!s an# Tri(s

,-is is a multi7(ur(ose transaction t-at can )e used for all of t-e )enefit (lans em(lo*ees are enrolled in

suc- as insurance -ealt- savin0s credit and s(endin0 accounts% ,-e documentation descri)es t-einformation t-at can )e accessed if t-e -ealt- (lan information is selected% ;ac- (lan -as sli0-tl* differentinformation dis(la*ed )ut t-e 0eneral (rocess of accessin0 and readin0 t-e data is t-e same%

Proe#ural Ste!s

1.1. Access transaction by:

%ia )enus Human Resources→ Personnel =ana0ement→ Benefits→ Overview

%ia Transation Co#e HRB;N$

2.1. On screen “General Overview of Benefit Plan Data”, enter te infor!ation in te fields ass"ecified in te table below:

*** Insert sreen +ere,,,

Field Name Descri(tion R/O/' >ser Action and ?alues 'omments

@ast c-an0ed on: @ast c-an0ed )*: ?ersion: 8% Pa0e:

8/8/28" +AP HR 1 of 3

7/17/2019 sap hr



Accelerated SAP






Direct+election7

PersonnelNum)er

;nter or searc- for and select t-e;m(lo*ee.s Personnel Num)er

R ;nter or searc- for and select t-e;m(lo*ee.s Personnel Num)er or use

searc- -el( for ran0es

,-e s*stem (resents t-e s(ecifiedem(lo*ees< in a list )elow%

=atc-code and+earc- Hel(

Availa)le

Direct+election7Personnel 6DNum)er

,-is field ena)les *ou to enter t-eem(lo*ees social insurance or tanum)er

' ;nter t-e ;m(lo*ee.s Personnel 6D Num)er%

,-e s*stem (resents t-e s(ecif ied em(lo*eein a list )elow%

No =atc-codeor +earc- Hel(

Availa)le

+election +et7Benefits Area

'-ose from a (ic3 list to select aBenefits Area from w-ic- *ou will selectall em(lo*ees

,-e )enefit area is t-e (rimar*su)division of (lans set u( for )enefits%Benefit areas are maintained ando(erate inde(endentl* of one anot-er%>suall* )enefit areas 0rou( em(lo*eesaccordin0 to common c-aracteristicsli3e countr* or or0 unit%

O +elect from Pic3 list% Pic3 @ist@eave t-e field)lan3 to re(ortall (ossi)levalues%

+election +et7Benefits 8st(ro0ram0rou(in0

'-ose from a (ic3 list to select aBenefits 8st (ro0ram 0rou(in0 fromw-ic- *ou will select all em(lo*eesBenefit 8st Pro0ram Grou(in0s 0rou(em(lo*ees for macro eli0i)ilit*(ur(oses% Benefits 2nd (ro0ram0rou(in0 is a second identical met-odof 0rou(in0 em(lo*ees for eli0i)ilit*(ur(oses% ,-e com)ination of t-esetwo 0rou(in0s (laces ever* em(lo*ee

into a Benefit Pro0ram%

O +elect from Pic3 list Pic3 @ist@eave t-e field)lan3 to re(ortall (ossi)levalues%

+election +et7Benefits 2nd(ro0ram0rou(in0

'-ose from a (ic3 list to select aBenefits 2nd (ro0ram 0rou(in0 fromw-ic- *ou will select all em(lo*eesBenefit 8st Pro0ram Grou(in0s 0rou(em(lo*ees for macro eli0i)ilit*(ur(oses% Benefits 2nd (ro0ram0rou(in0 is a second identical met-odof 0rou(in0 em(lo*ees for eli0i)ilit*(ur(oses% ,-e com)ination of t-esetwo 0rou(in0s (laces ever* em(lo*eeinto a Benefit Pro0ram%

O +elect from Pic3 list Pic3 @ist@eave t-e field)lan3 to re(ortall (ossi)levalues%

#.1. $ist of selected e!"loyees will a""ear at lower left of screen. %lic& an e!"loyee's na!e

to select and view tat e!"loyee's benefits infor!ation. (ic will be dis"layed at ri)t

8%&%8% +elect ta) 4Plans5 and dou)le clic3 on a (articular (lan or select and clic3 4Dis(la*5 toview (lan details% 'lic3 4'-an0e5 to edit (lan selections%



8/8/28" +AP HR 2 of 3

7/17/2019 sap hr



Accelerated SAP






8%&%2% +elect ta) 4'osts5 to view costs%


8%&%&% +elect ta) 4=aster Data5 to view t-e em(lo*ee.s =aster Data and 'lic3 4=aintain (ers%master data5 to edit =aster Data%


8%&%#% +elect ta) 4Overview5 to view a em(lo*ees selections over time% Dou)le clic3 on a (lanto view (lan details%


*.1. +it Overview of Benefit Plan Data. -%lic& on yellow "/facin) arrow icon, or Sift/0#


8/8/28" +AP HR 3 of 3

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