SAP-recommended solution for implementing PC plans

In contrast to the standard annual enrolment process, SAP recommends you assign a separate adjustment reason for each employee who is eligible for a PC plan. Critically, you must ensure that all benefit plans under one adjustment reason have the same benefit plan validity period. This is configured in advance.

Therefore, because a Personal Computer Plan normally has a non-standard validity period (for example, two or three years) and is not enroled on an annual basis, an individual adjustment reason for specific Personal Computer Plans must be configured in such scenarios.

If you follow this recommended solution, employees will only be allowed to re-enrol in a new PC plan at the end of the plan validity period, for example, after two years. Your Benefits Administrator must monitor this plan end date, and he or she will not be able to assign a new personal computer adjustment reason during this validity period.

A generalised process flow for the SAP-recommended solution for implementing PC plans and enroling eligible employees is given below:

You configure the adjustment reason by carrying out the IMG steps under:  BenefitsAdministration FlexibleAdministration Benefits Adjustment Reasons.

Many PC plan providers now require organisations to submit lists of newly-enroled employees in PC Plans on a quarterly basis only. This has important implications when you generate adjustment reasons for your employees.

The link in the previous paragraph to the SAP Library documentation for report RPUFBNADJRSN also contains an example of PC plan administration and reporting on a quarterly basis, using this report.

The Benefits Administrator can still modify the validity period of infotype Adjustment Reasons (0378) using transaction PA30 , to cater for employees who may have a different adjustment period and plan participation period, depending on the individual configuration in place.

See Determining the Validity Period of a Personal Computer Plan for detailed information on the recommended options for this configuration.

After enrolment, the plan data is automatically stored in each employee’s infotype Miscellaneous Plans (0377) record.

Alternative implementation (not SAP-recommended)

If you want to offer a PC plan to your employees within the annual (open) enrolment process, you must configure this plan using the following Benefits Administration IMG step, under:

 Plans MiscellaneousPlans Define Flexible Benefits Miscellaneous Plan Attributes (FLEX)

In this step, you set the validity period in months, for each of your miscellaneous plans, including the PC plan. You must assign a validity period for each miscellaneous plan available before employees enrol in miscellaneous plans during annual (open) enrolment.

For the majority of your Flexible Benefits plans, you will maintain a plan validity period of 12 months. However, it is likely that the plan validity period for a PC plan may be two or even three years. In the above IMG step, you must set this non-standard validity period for the PC plan.

If you set a validity period greater than 12 months, for example 36 months, when an employee enrols this plan in the first year, it will be enroled with a 3-year validity period. During annual (open) enrolment for the following two benefits years, an employee will only be able to view the details of his or her PC plan, and will not be able to change it or re-enrol another PC plan until the current plan validity period of 36 months has elapsed.

You customise a PC plan with a validity period of three years, and include your PC plan in the annual (open) enrolment process. When an employee enrols a PC plan, the GB FlexBens system creates an infotype Miscellaneous Plans (0377) record with your specified plan validity period.

More specifically, annual (open) enrolment takes place for the upcoming benefits year from April 1 2005 to March 31 2006 . An employee enrols a PC plan and his or her infotype 0377 record is updated to store this plan with a validity period from April 1 2005 to March 31 2008 . When the employee enrols his or her benefits plans in the next two benefits years, he or she will only be able to display the PC plan and not make a new selection until the 2008 benefits year.

This alternative implementation method for PC plan is solely to enable you to include a PC plan with a non-standard validity period in the annual (open) enrolment process.

However, SAP recommends that you set up PC plan enrolment for your employees as a separate event using a personal computer adjustment reason.

See also:

Implementing GB FlexBens PC Plans: Examples