Enrolling Groups of Employees in Automatic or Default Plans 

Use

The enrollment procedure is the same for both automatic and default plans. The only difference is that the basis of each enrollment is the automatic offer and the default offer respectively.

Procedure

  1. Choose Human resources ® Personnel Management ® Benefits ® Group Processing ® Automatic Plans or Default Plans.
  2. Specify the key date for which you want to process the enrollment.
  3. Specify the employee group for whom you want to make enrollments

    4. For the selection, you can use either personnel numbers or the criteria in the Additional data area.

  4. Choose .

    5. A list of the selected employees for which an automatic/default offer is available is displayed.

  5. Select the employees who you want enroll and choose  Enroll.

Result

The employees are enrolled in the predefined automatic or default plans. Successful enrollments are marked . Enrollment errors are marked and consistency check errors . To display the long text of an error message, double-click on the short text of the message.