Course Objectives At the end of this course, participants will be able to: • Understand the benefits enrollment and participation policies and transactions in SAP • Understand termination of participation and COBRA policies and transactions in SAP • Run needed reports
Lesson Objectives At the end of this lesson, participants will be able to: • Describe the role of the Benefits Administrator in SAP • Name 3 common Infotypes used in Benefits Administration and explain what they are used for • Display employee benefits plans
Introduction to Benefits Administration • Employee Benefits are processed through the Benefits Administration module in SAP. • Benefits Administration contains all the processes required to offer and enroll an employee into benefit plans such as: • Medical, Dental, and Vision Plans • Medical Care and Dependent Care Spending Accounts • Life (enhanced and core), Accidental Death and Dismemberment (AD&D), and Disability • Florida Retirement System (FRS) • Tax Sheltered Annuities (403B) • Employees renew their benefits annually, through Employee Self-Service, during the Open Enrollment period.
Benefits Data and Infotypes • Infotypes are groups of personal data that is categorized based on content. • Each infotype contains different pieces of employee data. Infotype 167 Health Plans Name Personnel Number Plan Type Option Coverage Name Personnel Number Coverage Plan Type Option
PA20: Displaying Benefits Data • Transaction PA20 allows for viewing of employee data. • When viewing employee records through this transaction, other users may also view the same employee record. • Changes to employee data cannot be made using this transaction. • All benefits related infotypes may be viewed using this transaction, security permitting.
PA20: Display HR Master Data 6 1 2 3 4 5
Knowledge Check Transaction PA20 allows for: • Delimiting employee information • Displaying employee information • Viewing employee benefit information • All of the above
Lesson Objectives At the end of this lesson, participants will be able to: • Describe the SBBC benefits enrollment process. • Enroll an employee in a benefits plan. • Make changes to an employee’s participation in a benefits plan.
Enrollment Prerequisites Key Improvements in Benefits • Before an employee can enroll in a benefits plan, they must have a General Benefits Data (Infotype 0171) established in SAP. • All dependents enrolled in a health plan must have a Family Member/Dependent (Infotype 0021) record in SAP. • Employees input their own life insurance beneficiaries in SAP through ESS.
Benefit Enrollment • Employees may be enrolled in benefits plans in the following ways: • New Hire offer • Open Enrollment offer through ESS
Benefits Enrollment: New Hire • All employees new to SBBC will have a “New Hire offer” plan available for 30 days from their date of hire. • Benefit Dept will enroll employees based on what they select on their forms. • The current process has not changed. See appendix from current manual. • Employees are enrolled through PA40 • In the future employees may have more options to enroll themselves online.
Benefits Enrollment: Automatic Offer Automatic Plans • Core life insurance & disability insurance are plans paid by SBBC with no cost to the employee. • Do not require employee selection. • All SBBC employees are enrolled in Automatic Plans; however an employee may choose to increase coverage in these plans.
Benefit Enrollment: Open Enrollment • During the “open enrollment” period employees select benefit plans for the upcoming year through ESS. • Employees who changed their health plan during open enrollment will not begin with their new health plan until their old plan has expired. Health plans effective dates are usually Jan. 1 – Dec. 31.
Change Notification to Vendors • All changes to benefits selections, including new hires and open enrollment must be communicated to benefits provider. • Active enrollments will be communicated to the Benefits Provider on a monthly basis via interface/report.
HRBEN0001: Enrollment 1 5 4
PA30: Maintain Benefits Data • Once an employee is participating in a benefit plan, PA30 gives you access to infotypes where employee data can be changed. • When accessing an employee record, this record is locked from all other users preventing them from viewing or changing the record. • Any personal information changed on one infotype will automatically be updated in all other applicable infotypes. • Some employee information can only be delimited, not deleted.
PA30: Maintain HR Master Data 6 1 2 4 3 5
Knowledge Check Which of the following ways can an employee be enrolled in a benefits plan: • Automatically • Open enrollment • Default • All of the above
Knowledge Check To enroll an employee in a benefits plan, the employee must first have a General Benefits record, Infotype 0171, established in SAP. • True • False
Knowledge Check Use PA30 to: • Change employee data • View employee data • Delimit employee data • All of the above
Termination of Participation and COBRA
Lesson Objectives At the end of this lesson, participants will be able to: • Terminate an employee’s benefits plan. • Initiate the COBRA process.
Termination of Participation • Upon termination of employment with SBBC, benefits plans must be terminated in accordance with the plans’ provisions. • COBRA benefits coverage must be offered to employee.
COBRA Benefits • The COBRA Process: • SAP event collection process is run to generate a list of COBRA eligible employees and dependents • Notification letter is generated for eligible individuals which specifies premium costs and length of coverage • Individual’s group health plan coverage is delimited according to plan termination rules • Employee or dependent contacts insurance company directly to enroll in COBRA coverage and monthly payments are made directly to the insurance company.