GB FlexBens: Mass Generation of Adjustment Reason (RPUFBNADJRSN)

Use

Report GB FlexBens: Mass Generation of Adjustment Reasons is an extension of the International Benefits report Mass Generation of Adjustment Reasons (RPUBENADJRSN). Compared with RPUBENADJRSN, this report also mass generates adjustment reasons for a group of employees, but it also incorporates a special plan check.

The report checks for any selected employees who have an active plan of the specified plan type within the specified period. For these employees, an adjustment reason will not be generated. This check therefore provides a convenient tool for Benefits Administrators to control adjustment reason generation.

Prerequisites

The adjustment reasons generated by report RPUFBNADJRSN are pre-configured in the SAP system.

You perform adjustment reason configuration in the Benefits Administration IMG, under: Benefits Adjustment Reasons .

Features

Selection Screen

You specify a begin date for the adjustment reason on the report RPUFBNADJRSN selection screen. This date can be either a system date ( Today ) or a user-specified date ( Key Date ).

You can also run the report for a group of employees by entering one of the following:

  • Personnel numbers
  • Benefit Area
  • First program grouping
  • Second program grouping

You must also specify the specific adjustment reason that needs to be generated.

Benefits Plan Check

If you want to perform a plan check for the adjustment reason generation, select the pushbutton With Plan Check . The group box Plan Check is now generated. In this group box, specify the plan type and checking period in the relevant fields.

The report will now also check for employees who have are enroled in an active benefit plan of the type you specified, within your selected checking period. For each employee identified by this check, no adjustment reason will be generated.

Output

On execution from the selection screen, report RPUFBNADJRSN outputs a tree structure view that lists all employees within your selection criteria. Employees are displayed as follows on the output screen:

  • Employees for whom you wish to create adjustment reasons. These employees can be assigned an adjustment reason as described in Activities , below.

There are also a further three groups of employees in the tree structure, for whom the generation of adjustment reasons is not possible:

  • Employees already enrolled in an active plan of the specified check plan type within the checking period are locked. This is denoted by a grey checkbox, and a lock symbol in the column Status .

Further information is also given in the column Comment . These employees are excluded from the mass generation of your specified adjustment reason.

  • Employees who have previously been assigned the same adjustment reason you are currently generating (with the same adjustment reason effective period) are identified by an icon in the column Status . Specific infotype information is also displayed in the column Comment , for these employees.
  • Employees who cannot be processed by this report for other reasons are also denoted by a grey checkbox.

Because the report performs an infotype operation, any employee locked by another master data transaction cannot be included in the current report run.

Activities

On the selection screen for report RPUFBNADJRSN:

  1. Specify a begin date for the adjustment reason in the Key date group box.

The end date of the adjustment reason is calculated by configuration of the adjustment reason, in the IMG (see Prerequisites , above).

  1. Specify the employees for whom you wish to generate the adjustment reason using either Personnel Number or Benefit Area/Program Grouping.
  2. Specify the adjustment reason you wish to mass generate.
  3. If you want to perform a plan check for the adjustment reason generation, select the button With Plan Check .

The group box Plan Check is now generated.

  1. In the group box Plan Check , specify the plan type and checking period in the relevant fields.
  2. Execute report RPUFBNADJRSN.

The output screen Mass Generation of Adjustment Reasons is now displayed.

  1. From the output screen tree structure view, select the employees for whom you wish to create adjustment reasons.
  2. Select the Create Adjustment Reason pushbutton.

Adjustment Reasons for the employees you selected in Step 7 are now created [an infotype Adjustment Reasons (0378) record].

Example

Example 1: Private Medical Insurance Plan

[Mass generation of adjustment reason without plan check]

For employees who experience a life event (for example, newborn baby) in a given month, you:

  1. Mass generate a new baby event allowing the affected employees to modify their Private Medical Insurance Plan accordingly.
  2. Create an adjustment reason of New Baby , and assign the Private Medical Insurance Plan to this adjustment reason.
  3. Run report RPUFBNADJRSN to mass generate the baby life event adjustment reason for these employees.

Example2: Personal Computer (PC) Plan

[Mass generation of adjustment reason with plan check]

Your organisation administers a Flexible Benefits scheme, with a benefits year running from 01 January to 31 December. Open enrolment for the forthcoming benefits year is between 01 and 31 December in the previous year. You offer a three-year PC Plan to your employees, who mustenrolthe plan outside of the open (annual) enrolment period, using a PC Plan adjustment reason assigned to them.

You also are required by your PC plan provider to submit your lists of newly-enroled employees only on a quarterly basis.

In order to administer the PC Plan for the first quarter of the new benefits year, you carry out the following:

  1. Create an adjustment reason for the PC Plan on January 02, and set a validity period of 70 days for this adjustment reason.
  2. Run report RPUFBNADJRSN (with plan checking activated: see Steps 4 and 5 under Activities ) to create PC Plan adjustment reasons for your selected employees.

During the generation of the adjustment reasons, the system checks for any employees already enroled in the PC Plan. For these employees, no adjustment reason is generated.

  1. Notify the eligible employees that an adjustment reason for the PC plan has been assigned to them.

Employees can now enrol in the PC Plan using Employee Self Service, until 12 March.

  1. Run the Provider Report For Flexible Benefits (RPUFBN71) on 14 March.

This produces a listing of newly-enroled employees in the PC Plan for the first quarter of the current benefits year.

  1. Submit the listing of employees requiring PCs to the PC plan provider on 15 March.

The PC Plan provider supplies PCs to the specified employees by 01 April, the date when the PC Plan becomes effective.

The effective dates for this PC plan will be 01.04.XXXX to 31.03.XXXX+3, where XXXX denotes the current benefits year.

You can set your own start date for Flexible Benefits Plans in this situation, as follows:

For Health and Insurance Plans: Use the International Benefits User Exit PBEN0022

For Miscellaneous Plans (including PC Plans): Use the Flexible Benefits Business Add-In PFBN0004.

Increasing numbers of benefits providers are requiring organisations to submit PC requests only on a quarterly basis. Therefore, it is likely that you will need to create PC Plan adjustment reasons and run report RPUFBNADJRSN on a quarterly basis, with timeframes similar to those given for the first quarter of the benefits year in Example 2.