r_HRBEN0001_Benefits Enrollment

Benefits Enrollment

Trigger:

Employee submits paper enrollment forms to enroll in benefit plans.

Business Process Procedure Overview

An event has occurred that makes an employee eligible to enroll, change, or delete their benefit plans. The HRBEN0001 Enrollment function enables you make benefit elections wen an employee is unable to execute these changes through Employee Self-Service and has submitted paper enrollment forms.

Employees may initiate elections and changes for the following reasons:

· During open enrollment

· Initial enrollment upon becoming eligible, such as new hires.

· Adjustment of plan enrollments as a result of employee life events (marriage, divorce, birht of a child) or job changes

If the enrollment is occurring due to a life event or job change, the Benefits Administrator will create the adjustment reason record (IT0378) first upon receiving verification of the event. An adjustment reason for new hires and newly eligible employees will be created in the background during the PA40 action. If the employee has elected to enroll dependents onto a benefit plan. The dependent record(IT021) must be created prior to completing the HRBEN0001 transaction.

The Benefit Administrator will select the appropriate adjustment reason from the possible offers. The adjustment reason will contain the available plans for the employee and their eligible dependents.

Access Transaction:

Via Menu Path	SAP menu >> Human Resources >> Personnel Management >> Benefits >> HRBEN0001 - Enrollment
Via Transaction Code	HRBEN0001

Procedure:

SAP Easy Access

1. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Command

White alphanumeric box in upper left corner used to input transaction codes

Enter value in Command.

Example: HRBEN0001

2. Click Enter button.

Enrollment

3. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Personnel no.

Unique employee identifier

Enter value in Personnel no..

Example: 4000

Enrollment

4. Click Select button.

Information: Ensure the correct personnel number was entered after clicking Continue.

Enrollment

5. Click the Possible offers column.

Information: Click on the New Hire line to get possible enrollment offers.

Information: As indicated earlier, this process can be initiated for several reasons, for the purpose of this exercise, we will demonstrate the enrollment process for a newly hired employee who has submitted paper enrollment forms.

6. Click the Possible offers column.

Enrollment

7. Double-Click Health Insurance with requested Start date

Maintain Health Plan

8. Click the Dependent Cover dropdown.

Maintain Health Plan

9. Select dependent coverage elected in the list box.

Information

10. Click Continue (Enter) button.

Information: Choose the dependents to be covered.

Maintain Health Plan

11. Click button in the Select. column.

12. Click Accept button.

Enrollment

13. Double-Click Health Insurance Plan

Maintain Health Plan

14. Click the Health Plan Opt dropdown.

Maintain Health Plan

15. Select Option in the list box.

Maintain Health Plan

16. Click Accept button.

Enrollment

17. Double-Click next health insurance plan

Maintain Health Plan

18. Click the Dependent Coverage dropdown.

Maintain Health Plan

19. Select Coverage Level in the list box.

Information

20. Click Continue (Enter) button.

Information: Choose dependents to be covered.

Maintain Health Plan

21. Click button in the Select. column.

22. Click Accept button.

Enrollment

23. Double-Click Insurance Plan

Maintain Insurance Plan

24. Click the Insurance Option dropdown.

Maintain Insurance Plan

25. Select insurance coverage option in the list box.

Maintain Insurance Plan

26. Click the Beneficiaries tab button.

27. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Pcnt

Percent

Enter value in Column Pcnt.

Example: requested percent amount, for example 100

Information: If the beneficiary will be designated as a contingent, not the primary, check the Contingent box to the right of the dependent's name.

28. Click Accept button.

Enrollment

29. Double-Click

Maintain Insurance Plan

30. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Additional Unit

Enter value in Additional Unit.

Example: number of additional units

Maintain Insurance Plan

31. Click the Beneficiaries tab button.

32. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Pcnt

Percent

Enter value in Column Pcnt.

Example: percent amount

33. Click Accept button.

Enrollment

34. Double-Click Dependent Care FSA

Maintain Flexible Spending Account

35. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Contribution

Amount being contributed

Enter value in Contribution.

Example: Annual Contribution Amount

36. Click Accept button.

Enrollment

37. Right-Click Health Care FSA

Maintain Flexible Spending Account

38. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Contribution

Amount being contributed

Enter value in Contribution.

Example: Annual Contribution Amount

39. Click Accept button.

Information: Once all plans have been selected - click the Enrollment button.

Enrollment

40. Click Enroll button.

Information: The Cancer Plan and the Life Insurance Plan have Evidence of Insurability requirements that must be met before certain amounts or level of coverages can become effective. The vendor will notify the Service Center at a later date when EOI requirments have been met. EOI approval will be administered through the Insurability Monitor (HRBEN0004). In most instances, you would not select the checkbox indicating EOI requirements have been met. You would select the enter checkbox and proceed with the enrollment. In this example, the checkboxes were selected for information purposes only.

Evidence of insurability

41. Select checkbox in column Selected.

Information: Select the plans to enroll the person in.

42. Click Enroll button.

Confirmation of Selected Actions

43. Click Enroll button.

Enrollment

44. Click Confirmation button.

Print Preview of LOCL Page 00001 of 00003

45. Click Print (Ctrl+P) button.

Information: The confirmation form will be printed by the employee's agency and distributed to the employee upon request. This example illustrates for information purposes only the availability to generate the confirmation form during enrollment.

46. The system task is complete.