r_PA30_Adjustment Reason

Adjustment Reason - Late Entry

Employee elects to enroll in the State Health Plan outside of initial enrollment periods.

Business Process Procedure Overview

The State Health Plan allows employees to enroll in the plan during the plan year after their initial enrollment. In most instances, an employee will experience a life event (such as marriage, divorce, birth of a child) that will allow them to enroll outside of their initial enrollment or after open enrollment has ended. When a life event occurs an employee normally has 30 days from the date of that event to enroll. After the Benefit Administrator receives verification of the life event, they would create the appropriate adjustment reason. If an employee elects to enroll after their initial enrollment or after the live event period has expired, they may enroll in the health plan as a "late enrollee." The State Health Plan requires that we track the last life event that would have made the employee eligible to enroll and the date of that event.

For example, an employee marries on February 14^th, and does not notify the Service Center until May 15^th. This event occurred more than 30 days in the past. They may still enroll in the health plan as early as June 1^st, but the qualifying life event marriage needs to be documented and forwarded to the State Health Plan to satisfy their business needs.

The Late Entry adjustment reason would be created as of May 15th, and the marriage event that occurred on February 14th would be documented in the adjustment reason.

Access Transaction:

Via Menu Path	SAP menu >> Human Resources >> Personnel Management >> Administration >> HR Master Data >> PA30 - Maintain
Via Transaction Code	PA30

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: PA30

2. Click Enter button.

Maintain HR Master 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: 95300806

4. Click Enter button.

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

Maintain HR Master Data

5. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Infotype

Unique number identifying the type of data to be displayed.

Enter value in Infotype.

Example: 378

6. Click the STy matchcode.

Subtypes for infotype "Adjustment Reasons"

Information: Choose LATE for a late entry into the State Health Plan only. Late entry is not allowed in other state sponsored plans.

8. Click Copy (Enter) button.

Maintain HR Master Data

9. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

From

Effective date of the personnel action

Enter value in From.

Example: 11/01/2007

10. Click Create (F5) button.

Create Adjustment Reasons

11. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Date of Late Event

Enter value in Date of Late Event.

Example: 03/15/2007

12. Click the Late Event matchcode.

Benefit adjustment reason

13. Click Marriage .

Information: Choose the appropriate Late Event reason. If a life event has not occurred, select the Hire reason and insert the date the employee first became eligible.

14. Click Copy (Enter) button.

Create Adjustment Reasons

15. Click Enter button.

Create Adjustment Reasons

16. Click Save (Ctrl+S) button.

Maintain HR Master Data

17. Click Back (F3) button.

18. The system task is complete.