Running the Enrolment Transaction HRFBN0001

Use

In Flexible Benefits for Great Britain (GB FlexBens), you use transaction HRFBN0001 to enrol eligible employees’ core and standard benefits before the annual (open) enrolment period starts. This transaction is also used to create the additional benefits offers that are made available to employees during annual (open) enrolment.

Prerequisites

See Prerequisites under: Benefits Administrator Enrolment Transaction HRFBN0001 .

Procedure

The following is a generalised procedure for a benefits administrator, outlining the major elements of enrolment of an individual employee’s GB FlexBens benefit plans using transaction HRFBN0001:

  1. Call up the transaction HRFBN0001 in your SAP System.
  2. Select the employee you wish to enrol in your Flexible Benefits system by using the Direct selection option in the selection group box. Select the employee by specifying either the employee’s personnel or national insurance number.

The name of your selected employee appears in Name field of the enrolgroup box. The date of the enrolment is automatically defaulted to the current system date. In addition, the benefit plan categories available to your selected employee are now displayed in the offer selection group box.

  1. Select the desired plan category in the offer selection group box and choose the Get offer option.

The available Flexible Benefits plan offers belonging to the selected plan category are now displayed in the enrolment offer group box immediately below.

  1. To enrol employees in a specific benefits plan, double click on the relevant plan offer displayed in the enrolment offer group box.

A GB Flexible Benefits enrolment dialog box appears, listing all the possible benefits options that are available for the selected plan.

Choose the desired option(s) for the selected plan and accept your choices.

A dialog box appears conforming that you have successfully enroled the employee in this plan. You have the option also to print an enrolment confirmation from this dialog box.

You must follow this same procedure as outlined in steps 3-5 above, for each benefits plan you wish to enrol on behalf of your selected employee.

  1. If you wish to display a detailed cost overview for your selected benefits plan, choose the Costs option.
  2. If you wish to generate a list of processing errors that have occurred during the enrolment process, choose the Error list option.

Result

Following GB FlexBens enrolment using transaction HRFBN0001, you have enroled all core and standard benefits plans for the employee: Furthermore, you have also created any additional open offers for the employee to enrol in using Employee Self-Service, during annual (open) enrolment.

The current enrolment status for each of the benefits plans is displayed in the Status column.