Benefit Termination Letters

Trigger:

 Agency Benefits Specialist needs to generate Benefit Termination Letter for employees who have separated employment or who have lost benefit eligibility.

 

Business Process Procedure Overview

Transaction code ZBNS013  -  Benefit Termination Letter allows Agency Benefit Specialist to create a system generated letter to send to employees who have lost benefit eligibility or who have separated from employment.  The Benefit Termination Letter outlines the benefit plans the employee was enrolled in, notes the coverage end date and information on how (if allowed) to continue the plan after leaving employment or losing eligibility.

The Benefit Termination Letter can be ran daily, weekly, or monthly, depending on the agency's needs.  It is recommended to run the letters on a weekly basis with the prior week's dates.

 

 

Access Transaction:

 

Via Menu Path

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

Via Transaction Code

ZBNSO13

 

 

 

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: ZBNS013

2. Click Enter button.

Information:  Date Selection is required.  Users can run for a specific time period.  For example, the letters can be ran for an entire month, day or week.  It is recommended to run the Benefit Termination Letters each week with the previous week's dates in the date selection criteria.  The selection can also be narrowed by other selection criteria such as payroll area or org. unit.  These fields are optional.

3. Update the following required and optional fields:

Field Name

Description

R/O/C

Values

From

Effective date of the personnel action

R

Enter value in From.

Example: 11012007

to

Ending date of the specified date range

R

Enter value in to.

Example: 11302007

4. Click Execute (F8) button.

Information:  A list of the employees who have separated employment or lost benefit eligibility will be listed on the screen.

Benefits Termination Letter

5. Click Select All (F7) button.

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

6. Click Letter (Ctrl+F1) button.

Benefits Termination Letter

7. 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

8. Click Print immediately checkbox.

Print:

9. 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.

Benefits Termination Letter

10. Click Print button.

Information:  Below is a sample of what a Benefit Termination Letter looks like:

11. The system task is complete.