Enrolling Individual Employees in Plans 

Use

You follow this procedure in order to:

Procedure

  1. Choose Human Resources ® Personnel Management ® Benefits ® Enrollment.
  2. Select employees for processing.
  3. Single-click on the relevant employee.
  4. A list of possible offers is displayed with the corresponding validity period.

  5. To generate an offer, double-click on an offer or choose  Get offer.
  6. A list of the plans for which the employee can enroll appears, structured according to plan type. For each plan, the status and enrollment validity period are shown.

    You can generate an offer for a different participation start date by choosing , changing the date, and reselecting the offer.

  7. To print an enrollment form for the offer, choose  Print form.
  8. Single-click on a plan to select it for enrollment or to make changes.
  9. Default enrollment data is displayed. Make any necessary changes to this data in accordance with the employee's wishes. To stop participation in a plan for the period shown in the dialog box, select the Stop participation in period indicator. The plan infotype is delimited for exactly the period of time specified. Choose  Accept to confirm your settings.

    If you have selected options that require evidence of insurability, a dialog box appears in which you select those plans for which evidence has been provided and choose  Accept.

    Once your settings are complete, the plan is marked with a check to indicate that it is selected.

  10. Once you have registered the employee's elections for all plans, check whether you have selected the correct plans.
  11. To deselect a plan for which you do not want to complete enrollment, put the cursor on the check mark and choose  Undo selection.

  12. If you are satisfied with the plan selections, choose  Enroll.
  13. A list of actions that will be performed by the system is displayed for you to confirm.

  14. If you are satisfied with the actions that the system will perform, choose  Execute enrollment.

Result

The employee is enrolled and you can print a confirmation letter directly from the confirmation dialog box by selecting  Confirmation.