Checking Participation Consistency (SAP Library

Checking Participation Consistency

Procedure

Choose Human Resources ® Personnel Management ® Benefits ® Participation Monitor.

Specify the key date for which you want to check eligibility and the validity of plan elections.

Specify the employees for whom you want to run the check.

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

Choose

Result

A list of employees who are ineligible for the plans in which they are enrolled or whose plan elections are no longer valid is displayed. The reason for employee ineligibility/invalidity of elections is displayed for each relevant plan.

You can do either of the following in order to correct inconsistencies in plan participation:

To withdraw an employee, select the appropriate plans and choose Stop participation. A list of system actions appears for you to confirm by choosing Execute.

The relevant plan infotypes are delimited on the day before the selection date. Any infotype records for future participation in plans within the same plan type remain unchanged. Note that if a termination rule is assigned to the plan and specifies a coverage continuation period, this period is not taken into consideration as it would be in regular Termination.

To change an employee's elections, position the cursor on the appropriate employee, choose Change plan elections, and continue as you would for regular enrollment.

To transfer an employee, position the cursor on the appropriate employee, choose Change plan elections, and enroll the employee in a different plan.

To check participation on a different date, choose and change the selection date.