Benefit Offer (SAP Library - Benefits Administration (PA-BN))

Benefit Offer

Definition

The set of plans that an employee is eligible to enroll in or make changes to on a key date.

The system generates an offer for an employee when you select an offer type in enrollment. The plans included in the offer and their characteristics depend on the Customizing in your system. The following are examples of Customizing settings that determine the offer:

Employee eligibility

To determine the eligibility of employees, the system examines the ongoing eligibility criteria assigned to each plan within the employee's benefit program.

Eligibility date

Eligibility rules defined in Customizing are taken into account in order to determine the precise date on which an employee becomes eligible for a plan. If the eligibility date for a plan is after the enrollment processing date but within the enrollment period, the plan is included in the offer and available for enrollment (although participation only starts onece the eligibility date is reached). Similarly, if you allow advance enrollment in plans, the relevant plans can appear before the eligibility date.

Adjustment permissions (for adjustment offers; see below for further details)

Enrollment periods (for open and adjustment offers; see below for further details)
Prerequisite enrollments

Only those plans are included in an offer for which enrollments in prerequisite plans have been made at the latest on the day before enrollment in the new plan.

Dependent/beneficiary eligibility

To determine the eligibility of dependents/beneficiaries, the system examines the dependent/beneficiary eligibility rules assigned to each plan.

Types of Offer

The following types of offer are supported:

Adjustment Offer

An adjustment offer is a restricted offer and is only available if the employee has a valid Adjustment Reason record (infotype 0378). The enrollment period for an adjustment offer is dependent on the time allowed for changes after the adjustment reason event, as defined in Customizing, and is identical to the validity period of the Adjustment Reason record. For adjustment reasons defined as "anytime" events in Customizing, changes are allowed at any time after the adjustment reason event.

The changes that are possible for this type of offer are controlled per plan type by adjustment permissions. These permissions are assigned to a combination of adjustment reason and employee group in Customizing.

Open Offer

An open offer is the most unrestricted type of offer. It is available for enrollment/changes for the entire duration of the open enrollment period and does not require an employee to have an adjustment reason.

Automatic Offer

This offer type contains plans marked as automatic plans in the Customizing of standard selections. If defined, automatic offers are available for enrollment/changes at all times period and do not require an employee to have an adjustment reason.

Default Offer

This offer type contains plans marked as default plans in the Customizing of standard selections. If defined, default offers are available for enrollment/changes at all times and do not require an employee to have an adjustment reason.