Processing Evidence of Insurability 

Procedure

  1. Choose Human Resources ® Personnel Management ® Benefits ® Insurability.
  2. Specify the key date for which you want to monitor the EOI status or register provision of EOI.
  3. Specify the employees for whom you want to run the check or from whom you have received EOI.
  4. For the selection, you can use either personnel numbers or the criteria in the Additional data area.

  5. Choose .

Result

A list of the selected employees is displayed. For each employee, the plans requiring EOI are shown with their options/coverages, the status of EOI provision, and the end date the grace period.

You can perform the following activities from within the monitor:

The employee is automatically enrolled in the desired plan with the option/coverage level that he/she elected.

If the relevant plan infotypes are current, they are delimited on the day before the selection date. Plan infotypes for future participation are deleted.

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 select employees on different date, choose and change the selection date.