sap benefits

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Welcome Welcome to SAPto SAPBenefits InquiryBenefits InquiryClassClass

WelcomeWelcome

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Understand the Benefits infotype organization

Display an employee’s enrollment in and coverage level for each category of plans

Display a Benefits Cost Summary for employee& employer contribution amounts

Know how to access an employee’splan history

Understand proration and projectionof benefits for terminations andholding status

Objectives:

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Method of Instruction Powerpoint Presentation –

Concepts

Instructor Demonstrationof Online Processes – Watch

Instructor-led Hands-onOnline Walkthrough – Follow

Individual Exercises – Do

Discussion

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Agenda

Introduction to materials Overview of Benefits in SAP General Benefits Data Display & Branch Plans Display Plan Details Display History Details Walkthrough of each Plan Type Employee/Employer Cost Summary Exercise Proration & Projection

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Benefits Overview

General Benefits – 0171

Health Plans – 0167

Insurance Plans– 0168

Savings Plans – 0169

Spending Accounts – 0170

Credit Plan – 0236

Miscellaneous Plans – 0377

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General Benefits 0171

Benefit Area

Action Plan – AP

Benefit Group

Partner

Executive

Employee

No Benefits

Employee Status

Salaried

Hourly

Reduced

Holding

Unpaid LOA

Project Employee

No Benefits

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Health Plans 0167

Health Plan Types

MEDI (Medical)

DENT (Dental)

EMED (Executive Supplemental)

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Insurance Plans 0168Insurance Plan Types

• Life (Life)

• STDI (Short-term Disability)

• LTDI (Long-term Disability)

• VPAI (Voluntary Personal Accident)

• LIAB (Personal Excess Liability)

• BTAI (Business Travel Accident)

• CPAI (Company Paid Accident)

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Savings Plans 0169

Savings Plan Types

$ TRST (Trust)

$ THFT (Thrift)

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Spending Accounts 0170Spending Account

Types

• HCSA (Health Care)

• DCSA (Dependent Care)

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Credit Plan 0236

Credit Plan Type

CASH (Flex Credit) Credit Banking

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Miscellaneous Plan 0377

Miscellaneous Plan Type

VPUR (Vacation Purchase)

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Demo

General Benefits Infotype 171

Benefits Area Benefits Group Employee Status

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FunctionsDisplay

Execute

Overview

Summarize

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Log OnClient: 371

User Id:

Password:

Menu Path: Human resources

Personnel management

Administration or

Fast Path: PA20

Employee No: 950002

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WalkthroughGeneral Benefits

Infotype 171View: Benefits Area Benefits Group Employee Status

Click Back to SAP R/3

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Demo

Employee Plans List

All enrolled plans Branch to view:

Attributes

Contributions

Costs

Credit

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Benefits Screens Access

Menu Path: Human resources

Personnel management

Benefits

Current benefits or

Fast Path: HRBEN0006

Employee No: 950002

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WalkthroughEmployee Plans List All enrolled plans Branch to view:

Attributes

Contributions

Costs

Credit

Click Back

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Demo

Plan Details

Process same for all Benefits plans

Effective Dates Plan Type Benefit Plan / Subtype Options Coverage Contributions

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WalkthroughPlan DetailsProcess same for all Benefits plans

Effective Dates Plan Type Benefit Plan / Subtype Options Coverage Contributions

Click Back

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June 1999December 2000

Date Delimiting

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Demo

Plan History

Process same for all Benefits plans

SAP keeps records of each plan

SAP date-delimits each record

You can access all plan records

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WalkthroughPlan HistoryProcess same for all Benefits plans SAP keeps records

of each plan SAP date-delimits

each record You can access

all plan records

Click Back

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WalkthroughsProcess same for all Benefits plans

Health Plans 0167 Insurance Plans 0168 Savings Plans 0169 Credit Plan 0236 Miscellaneous Plan 0377 Spending Accounts 0170

Click Back

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Demo

Cost Summary

Employer Contributions Employee Contributions

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Walkthrough

Cost Summary

Employer Contributions Employee ContributionsClick Back

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Q & A

Log Off

Options?

Cost

Summary?

Contributions?History?

Infotypes?Status?

Subtypes?Coverage?

Enrollmen

t?

Area?

Delimit?

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Individual Exercise

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Exercise Verification & Discussion

SAP

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Benefits Proration & Projection Proration

– New Enrollments

– Changes Projection

– Terminations

– Holding Status

September 2000

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General Benefits – Infotype 0171: Benefit Area, Benefit Group, Employee Status

Benefits grouped under 6 infotypes:

Health, Insurance, Savings, Spending, Credit, Misc Plan types / Subtypes Plan options Process: List, Branch, Plan Detail, Plan History, Cost Summary Proration & Projection – Terminations & Holding Status

Recap

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Wrap-Up Outstanding Questions Evaluations

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Break

10 Minutes

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