Group Enrol. Transaction for Standard Benefits Plans HRFBN0013

Use

In addition to core benefits, organisations implementing Flexible Benefits for Great Britain (GB FlexBens) also normally provide a range of standard Flexible Benefits plans for their employees. These standard planscan be amended by employees during the benefits enrolment period.

Standard Flexible Benefits plans are only relevant when you implement a No Additional Funding Scheme . This scheme consists of employer-funded benefits packages that you offer to your employees, comprising core and standard benefits. The level of coverage is preset by you and no additional funding is provided for your employees to select benefits options.

The Group Enrolment Transaction for Standard Benefit Plans (HRFBN0013) is a batch program which allows the Benefits Administrator to pre-enrol standard benefits plans for large numbers of employees before annual (open) enrolment commences.

Some standard benefits plans (for example holiday buy/sell) must be pre-enroled for your employees, as GB legislation dictates a minimum value of holiday entitlement per employee, per year. Therefore, the Benefits Administrator should run this report to ensure that all employees have been enroled in these mandatory standard plans.

In addition, standard benefits plans can be configured as carry-over benefits plans. This means that for plans designated as carry-over plans, the current benefit plan selection of the employee is carried forward automatically into the annual (open) enrolment period for the upcoming benefits year.

You designate a plan as a carry over plan by setting the CarryOver indicator in the Benefits Administration IMG step, under: Start of the navigation path Plans Next navigation step <name>Plans Next navigation step Define Flexible Benefits End of the navigation path <name> Plan Attributes (FLEX) , where <name> refers to the plan type.

You must set this indicator for each benefits plan where you wish the same previously enroled plan options to be carried forward as the default plan value for the employee in the next benefits year.

Therefore, for the future benefits year, plans customised as carry-over benefits plans will be automatically re-enroled with the current employee-selected options. For example, an employee changes her life insurance plan option to three-times salary during the current benefits year. For the upcoming benefits year, your organisation decides that the standard option for this plan will be four-times salary. After you run this transaction, because of these carry over settings, the employee will be enroled in a three-times salary life insurance plan for the upcoming benefits year, not the standard plan with four-times salary. If the employee did not enrol in a life insurance plan in the current benefits year, he or she will be automatically assigned the standard option of four-times salary in the upcoming benefits year.

The Group Enrolment Transaction for Standard Benefit Plans (HRFBN0013) checks the configuration settings of each Flexible Benefits plan to determine which plans are designated as carry-over benefits plans.

The Group Enrolment Report (RPUFBNGRPENROL) integrates both transactions HRFBN0012 and HRFBN0013.

Integration

The Benefits Administrator can also use transaction HRFBN0001 s to pre-enrol employees. However, using transaction HRFBN0001, only individual employees can be enroled, and not in a batch procedure.

Prerequisites

During GB FlexBens implementation, you must:

  • Configure all your required benefits plans as standard benefit plans, in the Benefits Administration IMG, under: Flexible Administration Standard Selections , for each of your benefits plan types.
  • Configure eligibility for each standard benefit plan you define, in the Benefits Administration IMG, under: Flexible Administration Programs Employee Eligibility .

Features

Selection Screen
Key Date Group Box

You select the date for which you wish to run the enrolment transaction HRFBN0013 in this group box. You can select either the current system date or specify your own key date.

Selection Group Box

Use this group box to select your employees for the group enrolment. You can determine the on-screen selection criteria for this report by choosing the Further selections option located above the Key date Group Box, and specifying your required selection criteria using the tool provided.

Additional Data Group Box

You can further refine your selection criteria using benefit area and program groupings, in the Additional Data Group Box.

Program grouping is a means of identifying a group of employees with common characteristics in order to determine the benefits program available for that group (macro-eligibility) on a high level. The GB FlexBens system sorts employees into first and second program groupings during processing, according to the corresponding feature.

The program grouping to which an employee belongs is stored in infotype General Benefits Information (0171).

Plan Carry Forward Group Box

You set the Copy From Previous Year indicator to determine whether employees' Flexible Benefits selections are carried forward from the previous benefits year or not.

If you set this indicator, the Group Enrolment transaction HRFBN0013 will copy Flexible Benefits standard plan selections from the previous to the current benefits year, when you carry out group enrolment for your employees.

Enrolment Screen

The screen GB Flexible Benefits Group Enrolment: Standard Plans is generated after you have chosen your selection criteria and ran transaction HRFBN0013. There are a number of extra options you can choose on this screen, in addition to performing batch enrolment for standard benefits plans. These are as follows:

Preview plans

Use this option to display a listing of all benefits plans that the currently selected personnel number will be enroled in, in the current session of this transaction (after you have selected the Enrol option).

Enroled core/standard plans

Use the Enroled plans option to display an overview of the currently enroled core and standard benefits plans for your selected employee.

Total enroled plans

This option allows you to display all currently enroled benefits plans for your selected employee, including:

  • Core Plans

  • Standard Plans

  • Any other types of benefits plans currently enroled

Error List

You can also generate a listing of errors during your run of transaction HRFBN0013, using the Error list option.

Activities

  1. Choose the Group Enrolment Transaction for Standard Benefits Plans by selecting transaction HRFBN0013.

The group enrolment selection screen for standard benefits appears.

  1. In the Group Box Key date , select the key date for which you wish to run the group enrolment transaction
  2. In the Group Box Selection , specify your required selection criteria.
  3. In the Group Box Additional selection , specify any further selection criteria you require.
  4. Execute transaction HRFBN0013.

The screen GB Flexible Benefits Group Enrolment: Standard Plans is displayed.

  1. Select your required employees for each benefits plan you wish to enrol and choose Enrol .

Example

Your organisation provides a range of standard benefits plans for its employees. For example, a Life Insurance Plan with coverage options of one-times salary, two-times salary, three-times salary, and so on. Four-times salary is the standard option for this plan, the cost of which is covered by your organisation. Employees can change the options of the insurance plan during annual (open) enrolment.

If an employee selects a lower cost option than the standard, for example two-times salary coverage, then the employee will gain. However, if he or she selects a more costly option than the standard option, for example five-times salary coverage, then he or she must pay the additional cost.

Therefore, before annual enrolment opens, the Benefits Administrator runs this report and enrols standard benefit plans for a group of employees using transaction HRFBN0013. Normally, during annual enrolment, the majority of employees accept the standard plans enroled on their behalf.