Create a Foster Child Dependent

Trigger:

Employee submits paper enrollment forms and elects to enroll a dependent or designate a beneficiary for the plan.

Business Process Procedure Overview

To enroll a foster child dependent on a health plan, documentation is required to verifiy eligibility before the dependent record can be transmitted to the State Health Plan in the weekly interface file.

When a 15 Foster Child record is created, an IT0019 Monitoring of Tasks record will be created in the background to monitor the eligibility documents that must be verified prior to sending the foster child record to the State Health Plan.

The employee will be able to assign the foster child to a health plan, but the information will pend in the system until the verification is received.  Once the Benefit Administrator verifies the foster child, they will update IT0019 with a message.  The record will then be transmitted to the State Health Plan on the next weekly interface.

 

  

 

Access Transaction:

 

Via Menu Path

SAP menu >> Human Resources >> Personnel Management >> Administration >> HR Master Data >> PA30 - Maintain

Via Transaction Code

PA30

 

 

 

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: 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

R

Enter value in Personnel no..

Example: 96051052

4. Click Enter button.

Information:  Ensure the personnel number is correct before continuing.

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.

R

Enter value in Infotype.

Example: 21

STy

Infotype subtype.

R

Enter value in STy.

Example: 15

6. Press ENTER.

Maintain HR Master Data

7. Click Create (F5) button.

Create Family Member/Dependents (0021)

8. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Start

Beginning date of the specified date range

R

Enter value in Start.

Example: 07/19/2007

Information:  The employee's last name will default in the last name field, if the the dependent's last name is different, highlight the incorrect name and enter the correct information.  If the dependent is over 19 and enrolled as a full-time student at an accredited college or university, select the Student box.  If the dependent is over 19 and is certified as disabled, select the Disabled checkbox.  Otherwise, leave these checkboxes blank and proceed.

9. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Last name

The individual's legal last name

R

Enter value in Last name.

Example: Smith

First name

The individual's legal first name

R

Enter value in First name.

Example: Sunny

Birth date

The individual's date of birth

R

Enter value in Birth date.

Example: 07/04/1999

10. Click Save (Ctrl+S) button.

When a subtype 15 - Foster Child is created, a Infotype 19 - Monitoring of Tasks record is created in the background.  This record will prompt the Benefit Administrator to contact the employee to verify legal documentation designating the dependent as a foster child.  This record is created to satisfy the verification of documentation required by the State Health Plan.

Maintain HR Master Data

11. 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.

R

Enter value in Infotype.

Example: 19

12. Click Enter button.

13. Click Display (F7) button.

Display Monitoring of Tasks (0019)

14. Click Back (F3) button.

When the Benefit Administrator has verified the legal documentation for a foster child, Infotype 19 should be updated with a note explaining the documentation received and the date received.  This will allow the foster child dependent information to be released to the State Health Plan during the next weekly interface.

Maintain HR Master Data

15. 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.

R

Enter value in Infotype.

Example: 19

16. Press ENTER.

17. Click Copy (Shift+F9) button.

Copy Monitoring of Tasks (0019)

18. Click Back (F3) button.

Maintain HR Master Data

19. Click Overview (Shift+F8) button.

List Monitoring of Tasks (0019)

20. Click 07/19/2007 button.

21. Click Change (F6) button.

Change Monitoring of Tasks (0019)

22. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

 

Field Name not Available

R

Enter value in .

Example: Documentation verified on 07/23/2007

23. Press ENTER.

24. Click Save (Ctrl+S) button.

Information:  Notice the information message at the bottom of the screen.  Click Enter to accept the message. 

Maintain HR Master Data

25. Click Back (F3) button.

26. The system task is complete.