r_HRBEN0006_Participation Overview

Participation Overview

When information about benefit enrollments for an individual is required.

Business Process Procedure Overview

This function allows you to display information about the benefit enrollments for individual employees. It can be used to provide a general overview when a Benefit Administrator receives inquiries from employees regarding their current enrollment information.

This function can be accessed separately via HRBEN0006 or through other HR processing functions (enrollment, termination, participation, and insurability) by selecting the Overview tab.

The overview of employee benefits shows the following information:

· Plan data

The selected options, dependents/beneficiaries, costs, employee and employer contributions costs.

The costs for the employer (if applicable) and employee are shown.

· Employee master data

A summary of relevant employee data is shown from the infotypes Personal Data (0002), General Benefits Information (0171), Organizational Assignment (0001), Family/Related Person (0021).

· Participation overview

A diagram shows participation in plans over a specific block of time.

Access Transaction:

Via Menu Path	SAP menu >> Human Resources >> Personnel Management >> Benefits >> HRBEN0006 - Participation Overview
Via Transaction Code	HRBEN0006

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: HRBEN0006

2. Click Enter button.

General Overview of Benefit Plan Data

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: 98221018

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

Information: To generate an overview for a different date, click on the Change date button (to the right of the screen) and change the system date.

General Overview of Benefit Plan Data

4. Click Select button.

General Overview of Benefit Plan Data

5. Click Expand All button.

Information: The gray triangles may be used to expand or collapse an individual folder or all folders at once.

General Overview of Benefit Plan Data

6. Click the Costs tab button.

Information: The Costs tab will provide an overview of the costs and contributions an employee is making each payroll cycle to their benefit plans. It provides details for both the employee and the employer costs. The total expected contributions per plan year will be available if the employee is enrolled in either the Health or Dependent Day Care Flexible Spending Accounts.

General Overview of Benefit Plan Data

8. Click the Master Data tab button.

Information: The Master Data tab provides a general overview of the data contained on several infotypes, such as SSN, Benefit Groupings, Payroll Cycles or Dependents in one place for easy reference.

General Overview of Benefit Plan Data

9. Click the Overview tab button.

Information: The Overview tab provides the time-frame of enrollment for each benefit plan.

General Overview of Benefit Plan Data

10. Click the Plans tab button.

General Overview of Benefit Plan Data

11. Click Expand All button.

General Overview of Benefit Plan Data

12. Select Option

13. Click Display button.

Information: To display additional details behind a line item, highlight the line and click Display. Do not use the Change button to make any changes to an employee's benefits. This may cause inaccurate data to be passed to the benefit vendors.

Display Health Plans (0167)

14. Click Back (F3) button.

General Overview of Benefit Plan Data

15. Click Exit (Shift+F3) button.

16. The system task is complete.