Displaying HR Master Data for Benefits

Updated 3/26/08 

Trigger:

There is a need to display various Benefit infotype records on a personnel number, such as Insurance Plans or Savings Plans.

 

Business Process Procedure Overview

 

In some instances, you may need to only view the Benefit Infotypes using the display function (PA20). In display mode you are unable to process or update data. 

Common Infotypes you may want to view for Benefit Processing purposes include:

IT0021: Family Member/Dependents
IT0167: Health Plans
IT0168: Insurance Plans
IT0169: Savings Plans
IT0170: Flexible Spending Accounts
IT0171: General Benefits Information
IT0219: External Organizations (used for designating an outside entity as a beneficiary for a Life Insurance Plan)
IT0377: Miscellaneous Plans
IT0378: Adjustment Reasons

   

 

Access Transaction:

 

Via Menu Path

SAP menu >> Human Resources >> Personnel Management >> Administration >> HR Master Data >> PA20 - Display

Via Transaction Code

PA20

 

 

 

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: PA20

2. Click Enter button.

Display HR Master Data

3. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Personnel no.

Unique employee identifier

R

Enter value in Personnel no..

Example: 98221018

4. Click Enter button.

Information:  Click Enter and ensure the correct personnel number was entered.

5. Click the Benefits tab button.

Information:  Review the infotype master data as appropriate.  Depending on the type of infotype data, there may be additional screens to scroll through to locate all of the data.

Information:  To review history, you can select an overview of the Infotype and select multiple rows.  When you displayed you will be able to move from record to record with the Next button. 

Information:  Many infotypes related to Benefits information may be displayed via [PA20].  In this example Personal Data is displayed.  To display master data contained within an infotype, highlight the line item for the infotype and click Display, or enter the infotype number in the Infotype field at the bottom of the screen and click Display.

Display HR Master Data

6. Click General Benefits Information button.

Information:  The Benefits tab contains various infotypes typically used by the Benefits functionality, although users may need to view other data such as personal information or address information, located on other tabs.

7. Click Display (F7) button.

Display General Benefits Information (0171)

8. Click Back (F3) button.

Information:  Review the General Benefit infotype data as appropriate.

Display HR Master Data

9. Click Family Member/Dependents button.

10. Click Display (F7) button.

Display Family Member/Dependents (0021)

11. Click Next record (Shift+F7) button.

Information:  Review the Family Member/Dependents infotype data as appropriate.  In some cases there is more than one record.  To view the next record, click the Next record button.

12. Click Back (F3) button.

Display HR Master Data

13. Click Adjustment Reasons button.

14. Click Display (F7) button.

Display Adjustment Reasons (0378)

15. Click Back (F3) button.

Information:  Review the Adjustment Reasons infotype data as appropriate.

Display HR Master Data

16. Click Health Plans button.

17. Click Display (F7) button.

Display Health Plans (0167)

18. Click Next record (Shift+F7) button.

Information:  Review the Health Plans infotype data as appropriate.  In some cases there is more than one record.  To view the next record, click the Next record button.

19. Click Back (F3) button.

Display HR Master Data

20. Click Insurance Plans button.

21. Click Display (F7) button.

Display Insurance Plans (0168)

22. Click Next record (Shift+F7) button.

Information:  Review the Insurance Plans infotype data as appropriate.  In some cases there is more than one record.  To view the next record, click the Next record button.

23. Click Back (F3) button.

Display HR Master Data

24. Click Flexible Spending Accounts button.

25. Click Display (F7) button.

Display Flexible Spending Accounts (0170)

26. Click Next record (Shift+F7) button.

Information:  Review the Flexible Spending Accounts infotype data as appropriate.  In some cases there is more than one record.  To view the next record, click the Next record button.

Display Flexible Spending Accounts (0170)

27. Click Back (F3) button.

Display HR Master Data

28. Click Savings Plans button.

29. Click Display (F7) button.

Display Savings Plans (0169)

30. Click Back (F3) button.

Information:  Review the Savings Plans infotype data as appropriate.  There may be multiple records for infotype 0169 (savings plans), available by clicking on the next screen or previous screen buttons.  If there are multiple tabs on the screen, additional data is available on other tabs.

Display HR Master Data

31. Click Back (F3) button.

Information:  Review additional infotypes as appropriate.  If there is a green check mark next to an infotype title, then there has been master data entered for that infotype on this employee's record.

32. The system task is complete.