Participation Report

Trigger:

 A requirement to display employees participating in specified benefit plans on a given date or during a certain period of time.

 

Business Process Procedure Overview

 

This report shows the employees who are participating in specified benefit plans on a given date or during a certain period of time.

You run the report for the current day or a Period of your choice.

You restrict data selection using the following parameters:

· Personnel number

· Benefit area

· 1st Program grouping

· 2nd Program grouping

· Benefit plan

The report lists participating employees per plan and also the following information:

· The employee's date of entry (hire date)

· The first date of participation in the relevant plan

· The start and end date of the plan infotype

  

  

Access Transaction:

 

Via Menu Path

SAP menu >> Human Resources >> Personnel Management >> Benefits >> Info System >> Reports >> Participation >> HRBEN0072 - Participation

Via Transaction Code

HRBEN0072

 

 

 

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

R

Enter value in Command.

Example: HRBEN0072

2. Click Enter button.

Participation

3. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Personnel Number

Unique number identifying an individual's master record data in the system.

R

Enter value in Personnel Number.

Example: 99999500

Information:  Additional filter criteria, such as date range(s) or multiple personnel numbers, may be chosen here as well.

4. Click Execute (F8) button.

Participation

5. Click the Name column.

Information:  The overview of benefit plans for the filter criteria chosen is displayed.  For more detailed information for any line item, highlight a line and click Details.

6. Click Details (Ctrl+Shift+F3) button.

Participation

7. Click Close window (Enter) button.

Information:  Review this data as appropriate and close the window when finished.

Participation

8. Click Back (F3) button.

Information:  This data may also be printed or exported to MS Excel.

Participation

9. Click Back (F3) button.

10. The system task is complete.