Benefits Administration

Enroll employees in benefits plans and terminate enrollments Monitor eligibility and provision of evidence of insurability

View information about current benefit enrollments

Print enrollment and confirmation forms

Transfer data electronically to plan providers

Benefits Categories

Benefits Sub-categories
Benefit Plans
Sub-division of benefit categories is known as Benefit Plans. For example, health plan can be divided as dental, medical, vision care etc.

Enrollment Types
Open Enrollment Annual Selection

Adjustment Reason Org re-assign, Marriage etc

Default or Automatic

Any time

Master Data Infotype Requirements

0000 Actions 0001 Org. Assignment 0002 Personal Data 0008 Basic Pay 0014 Recr. Pay/Deductions 0015 Addl.Payments 0001 0007 0057 0094 Org. Assignment Planned Work. Time Membership fees Residential Status Employee must exist

Cost, coverage, credit and Benefit salary calculations Benefit area, first prog. grouping, sencond prog. grouping, adjustment grp Cost grp, coverage grp, EE & ER contribution grp, Credit grp, eligibility grp, Zip code eligibility Related Person group

0001, 0002, 0008, 0057, 0094 0077 Addl. Pers. Data 0006 Addresses 0007 Planned Work. Time 0021 Family/Related Person

0000 Actions

Termination group

Selecting Benefit Program

First Program Grouping Salaries Emp Hourly Wage earner Benefit Area

Executives Second Program Grouping Full - time

Program Part time worker Temporary Personnel Dental Plan Life Plan Medical Plan

Primary and Secondary Plan

Primary Plan Dental (Enrollment without restriction) Secondary plan - free dental check-up (Contribution limited to 50% of the first plan) Evidence of insurability (EOI) Plan - defined in customizing with grace period Pre-requisites Plan Participate Plan X, Plan Y must exist Co-requisites Plan

- Participate Plan X, then must be Plan Y or Plan Z

Benefit Offers
Open offer System generated offer during enrollment

Adjustment offer Restricted offer Automatic offer Default offer

Benefit Admin Functions

Enrollment Process - Pre-requisites Enrollment type Open, Adjustment, Automatic or Default Enrollment Transaction Individual Enrollment Group Enrollment Termination To stop employee participation in plans Eligibility Monitor Emp has to fulfill Macro or Micro level eligibility Macro Level eligibility as per IT 0171 Macro Level ineligibility org change emp assigned to new benefit area, first/second prg group

Micro level eligibility The co-requisite conditions for the plan are fulfilled. The employee fulfills the eligibility rule for the plan

Benefit Admin Infotypes

Family / Related Person (Infotype 0021) General Benefits Information (0171) Ben. Area, first/sec prg. grp. Adjustment Reasons (0378) Health Plans (Infotype 0167) separate record for each health plan Insurance Plans (Infotype 0168) Savings Plans (Infotype 0169) Insurance Plan (0168) Automatically create/updated Savings Plan (0169) during enrollment procedure Credit Plans (0236) Miscellaneous Plan (0377) Stock Purchase Plan (0379) Benefits Medical Data (0376) - employees physicians status (smoker/not) External Organization (0219) Monitoring of tasks (0019) - Subtype 01: Expiry of probation Subtype 02: Temporary contract

Benefit Health Plan

Benefit Insurance Plan

Benefit Savings Plan

Benefit Stock Purchase Plan

Benefit Flexible spending A/C Plan

Benefit Credit Plan

Benefit Miscellaneous Plan

Benefit First Program Group

Benefit Second Program Group

Benefit Area