Enrolling Individual Employees in Plans 

Use

You follow this procedure in order to:

·        Enroll individual employees and change their enrollments according to their elections

·        Print enrollment forms for individual employees

Procedure

...

       1.      From the SAP Easy Access menu, choose Human Resources ® Personnel Management ® Benefits ® Enrollment.

       2.      Select employees for processing.

       3.      Click on the relevant employee.

A list of possible offers is displayed with the corresponding validity period.

       4.      To generate an offer, double-click on an offer or choose Get offer.

A list of the plans for which the employee can enroll appears, structured according to plan type. For each plan, the status and enrollment validity period are shown.

You can generate an offer for a different participation start date by choosing Date, changing the date, and reselecting the offer.

To print an enrollment form for the offer, choose Print form.

       5.      Click on a plan to select it for enrollment or to make changes.

Default enrollment data is displayed. Make any necessary changes to this data in accordance with the employee's wishes.

-   For dependents and beneficiaries that are participating but not eligible, the icon  appears next to the name. If you re-enrolled an employee in a plan for which a participating dependent/beneficiary is ineligible, participation is automatically terminated for this person. For participating but ineligible beneficiaries, the beneficiary percentage rate is not displayed. The sum of percentages for the other beneficiaries is therefore total less than 100% when initially displayed. You need to adjust the percentages for the other beneficiaries so that they total 100%.

-   To stop participation in a plan for the period shown in the dialog box, select the Stop participation in period indicator. The plan infotype is delimited for exactly the period of time specified.

       6.      Choose Accept to confirm your settings.

If you have selected options that require evidence of insurability, a dialog box appears in which you select those plans for which evidence has been provided and choose Accept.

Once your settings are complete, the plan is marked OK to indicate that it is selected.

       7.      Once you have registered the employee's elections for all plans, check that the correct plans are selected.

To deselect a plan for which you do not want to complete enrollment, put the cursor on the check mark and choose Undo selection.

       8.      If you are satisfied that the correct plans are selected, choose Enroll.

A list of actions that will be performed by the system is displayed for you to confirm. If you are satisfied with the actions that the system will perform, choose Execute enrollment.

Result

The employee is enrolled and you can print a confirmation letter directly from the confirmation dialog box by selecting Confirmation.