Enrollment (SAP Library - Benefits (PA-BN))

Enrollment

Use

This function enables you to enroll employees and, where possible, make changes to employee benefit elections as required for the following tasks:

Enrollment of employees during an open enrollment period in plans for the coming season
Enrollment of new hires in plans that are automatically offered
Enrollment of new hires in default plans as an interim measure, until they have made their benefits choices
Adjustment of plan enrollments as a result of employee life or job changes

Prerequisites

The prerequisites for enrollment depend on the type of enrollment you are carrying out, as shown in the following table:

Type of Enrollment	Prerequisite
Open	A General Benefits Information record (infotype 0171) must exist for the employee. You are enrolling the employee during an open enrollment period.
Automatic	A General Benefits Information (infotype 0171) record must exist for the employee.
Default	A General Benefits Information (infotype 0171) record must exist for the employee.
Adjustment	A General Benefits Information (infotype 0171) record must exist for the employee. An Adjustment Reasons record (infotype 0378) must exist for the employee at the time of processing, unless the adjustment is defined in customizing as an "anytime" adjustment, which permits changes at all times, in which case this record is not required. The Adjustment Reasons record (infotype 0378) might have already been created during HR Personnel Administration processing, or you can create one yourself in HR Master Data.

For more information about the different types of enrollment, see the explanation of the corresponding types of benefit offer.

Features

Two different enrollment transactions are available. Which of these you use depends on the number of employees you want to enroll and the type of benefits offer, as shown in the following overview:

Employees to be enrolled	Offer types	Enrollment transaction
Individual employees	Any	Individual enrollment
Larger group of employees	Default/automatic only	Group enrollment

Activities

When you enroll an employee in a plan, the system does the following:

Depending on the category of the plan, checks that the enrollment is compliant with Customizing. The following conditions can be set up in Customizing:

Corequisite plans
Combined contribution limits
Combined coverage limits
Evidence of insurability (if this is required prior to enrollment)

If any defined conditions are not fulfilled, enrollment cannot be completed.

Automatically creates the appropriate infotype records for new plan participation and/or makes the appropriate adjustments to existing infotype records.

If evidence of insurability is required and a grace period is allowed for its provision, either a pending or active record is created, depending on your Customizing settings.