Health Plan: Not Yet Enrolled Letter

Trigger:

 Agency Benefit Specialist creates a system generated letter for employees who have not yet enrolled in a health plan.  The Benefit Specialist sends the letter to eligible employees as a reminder 7 days prior to the end of the employee's initial eligibility event.

 

Business Process Procedure Overview

Agency Benefit Specialist creates the ZBNS012 - Health Plan: Not Yet Enrolled Letter as a reminder to send to employees who have not yet enrolled in a state sponsored health plan.  The letter is generated 7 days prior to the end of the employee's initial eligibility event as a new hire. 

The recommended business practice would be to run the letters daily or weekly and distribute to employees.  It may be beneficial to generate the letters to follow up with the employee after the employee's Benefit Orientation has been conducted within the agency. 

Selecting a date range for the letters is required.

 

 

Access Transaction:

 

Via Menu Path

There is no menu path. Type transaction code in command field.

Via Transaction Code

ZBNSO12

 

 

 

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: ZBNS012

2. Click Enter button.

3. Click Execute (F8) button.

Information:  The Reminder Dates and Expiration Days will default onto the selection screen.  The letters are generated for employees 7 days prior to the end of their eligibility event from today's date.  If needed, the user may alter the defaulted criteria for their business needs.  It is recommended to run the letters with the system defaulted Reminder Dates and Expiration Days.

Health Plan: Not Yet Enrolled

4. Click Select All (F7) button.

Information:  The "Select All" button allows users to select all employees at one time.  Or if preferred, the user can select only certain employees by clicking in the box by their name.

5. Click Letter (Ctrl+F1) button.

Health Plan: Not Yet Enrolled

6. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

Output Device

Code identifying a printer or fax machine to which a document or report can be sent

R

Enter value in Output Device.

Example: ZLOCL

Print:

7. Click Print immediately checkbox.

Print:

8. Select Do Not Print in the list box.

Information:  Selecting "ZLOCL" as the output device will allow the header and footer information to print as designed.  To expediate printing, click the "Print Immediately" button and select "Do Not Print" under the SAP cover page list to save paper.

9. Click Print button.

Information:  Below is a sample of what the Health Plan: Not Yet Enrolled Letter looks like:

10. The system task is complete.