sap benefits
TRANSCRIPT
1
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Welcome Welcome to SAPto SAPBenefits InquiryBenefits InquiryClassClass
WelcomeWelcome
2
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
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:
3
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Method of Instruction Powerpoint Presentation –
Concepts
Instructor Demonstrationof Online Processes – Watch
Instructor-led Hands-onOnline Walkthrough – Follow
Individual Exercises – Do
Discussion
4
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
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
5
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Benefits Overview
General Benefits – 0171
Health Plans – 0167
Insurance Plans– 0168
Savings Plans – 0169
Spending Accounts – 0170
Credit Plan – 0236
Miscellaneous Plans – 0377
6
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
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
7
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Health Plans 0167
Health Plan Types
MEDI (Medical)
DENT (Dental)
EMED (Executive Supplemental)
8
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
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)
9
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Savings Plans 0169
Savings Plan Types
$ TRST (Trust)
$ THFT (Thrift)
10
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Spending Accounts 0170Spending Account
Types
• HCSA (Health Care)
• DCSA (Dependent Care)
11
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Credit Plan 0236
Credit Plan Type
CASH (Flex Credit) Credit Banking
12
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Miscellaneous Plan 0377
Miscellaneous Plan Type
VPUR (Vacation Purchase)
13
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Demo
General Benefits Infotype 171
Benefits Area Benefits Group Employee Status
14
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
FunctionsDisplay
Execute
Overview
Summarize
15
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Log OnClient: 371
User Id:
Password:
Menu Path: Human resources
Personnel management
Administration or
Fast Path: PA20
Employee No: 950002
16
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
WalkthroughGeneral Benefits
Infotype 171View: Benefits Area Benefits Group Employee Status
Click Back to SAP R/3
17
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Demo
Employee Plans List
All enrolled plans Branch to view:
Attributes
Contributions
Costs
Credit
18
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Benefits Screens Access
Menu Path: Human resources
Personnel management
Benefits
Current benefits or
Fast Path: HRBEN0006
Employee No: 950002
19
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
WalkthroughEmployee Plans List All enrolled plans Branch to view:
Attributes
Contributions
Costs
Credit
Click Back
20
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Demo
Plan Details
Process same for all Benefits plans
Effective Dates Plan Type Benefit Plan / Subtype Options Coverage Contributions
21
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
WalkthroughPlan DetailsProcess same for all Benefits plans
Effective Dates Plan Type Benefit Plan / Subtype Options Coverage Contributions
Click Back
22
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
June 1999December 2000
Date Delimiting
23
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
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
24
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
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
25
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
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
26
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Demo
Cost Summary
Employer Contributions Employee Contributions
27
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Walkthrough
Cost Summary
Employer Contributions Employee ContributionsClick Back
28
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Q & A
Log Off
Options?
Cost
Summary?
Contributions?History?
Infotypes?Status?
Subtypes?Coverage?
Enrollmen
t?
Area?
Delimit?
29
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Individual Exercise
30
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Exercise Verification & Discussion
SAP
31
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Benefits Proration & Projection Proration
– New Enrollments
– Changes Projection
– Terminations
– Holding Status
September 2000
32
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
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
33
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Wrap-Up Outstanding Questions Evaluations
34
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS
Break
10 Minutes
35
BECHTEL PROPRIETARY & CONFIDENTIAL
essent alsSAP/HRMS