Participation Monitor (SAP Library

Participation Monitor

Use

During enrollment processing, the system offers only those plans for enrollment for which employees are eligible. It also performs extensive checks to ensure that the employee plan elections are consistent with the setup of plans and flexible administration settings in Customizing. After enrollment, however, inconsistencies in plan participation can occur as a result of the following:

Changes in Customizing

Plan definitions
Flexible administration settings

Changes in an employee's organizational assignment

If an employee falls into a different grouping for any plan-related or administrative settings in Customizing, she may become ineligible for the plans in which she is currently participating.

Manual adjustments made directly on infotype records

Although you can change employee elections directly on plan infotypes, this procedure does not guarantee consistency, since the HR Master Data transaction cannot perform all of the Benefits-specific checks. SAP therefore recommends that, whenever possible, you use the Enrollment transaction to make changes to change plans infotypes.

The Participation Monitor enables you to detect employees who are no longer eligible for plans in which they are participating and find any inconsistencies in plan elections.

Features

The Participation Monitor checks the following by comparing current infotypes with the following Customizing data:

Eligibility

Macro-eligibility (determined by the benefit program valid for the employee according to his/her program groupings)
Micro-eligibility (determined by eligibility rules)

Values and settings stored on infotypes

Employee contribution
Coverage
Additional coverage units
Pre-tax indicator
Dependents (for example, maximum age)
Beneficiaries (for example, 100% distribution)
Investments

Combined coverage
Combined contribution
Corequisite plans

The monitor cannot check future participation.

Since prerequisite plans are only relevant at enrollment, the monitor does not check for these.

The Participation Monitor enables you to both check for and correct inconsistencies in a single tool. Once you have accessed the monitor, you can do any of the following to remove inconsistencies:

Withdraw employees from plans for which they are ineligible or for which the plan elections are invalid

You can only withdraw employees if this does not cause further inconsistencies, for example, if the plan is a corequisite plan. The employee is withdrawn for the duration of the current plan participation by delimiting the current infotype record.

Change employee elections for current plans

This is done using a special benefit offer that is available only from the Participation Monitor. This offer requires no adjustment reasons as a prerequisite for changes.

Transfer the employee to a different plan for which he/she is eligible within the same plan type

This is done using a special benefit offer that is available only from the Participation Monitor. This offer requires no adjustment reasons as a prerequisite for changes.

Activities

You need to run the Participation Monitor regularly to detect ineligibility and election inconsistencies as soon as they occur.