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BENEFITS

Benefits Administration

This component provides the functions needed to handle your organization's benefits administration processes. It enables you to perform the followingmain activities:

Enroll employees in benefits plans and terminate enrollments Monitor continuing eligibility for plans

Monitor provision of evidence of insurability View information about current benefit enrollments Print enrollment and confirmation forms Transfer data electronically to plan providers Administer retirement plans

Benefits only using 3 countrys: US, UK and Canada

Basically employees have additional allowances like that we have to using.

Ex: Medical allowances, home allowancesetc

Categories of plans:

1. Health plans2. Insurance plans3. Savings plan4. Flexible spending account5. Miscellaneous plan

6. Credit plan.Info types:

0167- Health plans0168-Insurance plans0169-Savings plan

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0170-Flexible spending plans0171-General benefits plan0378-Adjustment reasons

Concepts of business:

1. Benefit area: feature: BAREA

Ex: USA- USA benefit area, India- India benefit area

2. Assign currencies: usdollar, India, rupee 3. Benefit providers: ex: LIC, insurance

4. Plan types: ex: health pan, insurance planetc

5. Plan status: open- plan is still in company locked- plan is locked in a particular year closed-plan is closed

Parameter groups:

This is categorized in to 3:1. Salary2. Age3. Seniority

Configurations:

Step 1: create benefit area

Benefit areas allow you to have separate administration of different benefit plan pools. This division is primarily for administrational purposes andwould not normally be used for eligibility.

As you create your benefit areas, consider the following factors:

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A benefit area can be administered in one currency at a time only. Sofor each currency you have, you must define a minimum of one

benefit area.

If benefit plans are to be administered by different benefits offices inyour organization, you can use different benefits areas to make thisdistinction.

If your subsidiaries are in the same country yet have vastly different benefit plan pools, you can create a benefit area for each subsidiary

Example 1

An organization provides a different set of benefits to employees in differentregions.

Benefit area Country grouping01 Calif/Mary/Pens 10 USA02 DC/NewEngland/Mass 10 USA

Menu path:

SPROSAP REF IMG

Personnel management

Benefits

Basic settings

Define benefit areas

EX: Goto New entries

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BENEFIT AREA DESCRIPTION COUNTRY GROUPING

10 USA 1022 Germany 01

Goto save

Go back

Step 2: Assign currency to benefit areaDetermine the currency you will use for each benefit area you have defined

Example

Benefit area Country grouping Currency01 Calif/Mary/Pens 10 USA USD02 DC/NewEngl./Mass 10 USA USD

Menu path:

EX: Goto New Entries

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In that select our Benefit area (select 10 USA)

Just click on enter button (description USA is coming)

After that u can assign the currency (go to search option u can select it)

Ours is 10 USA thats y u can assign USD (us dollars)

Go to save option

BENE FIT DESCRIPTION START END CURRENCY SHORTAREA DATE DATE TEXT

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10 USA 01 01 2002 31.12.9999 usd usDollar

40 Germany 01.01.2007 31.12.9999 dem dem

Go back

Step 3: Define Benefit providersyou enter the providers of the benefit plans you offer.

Decide which companies are your Benefit Providers.Menu path:

(U can select any of standard one or u has to create u r own provider name)

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EX: HR PAYEE HR PAYEE

10 New york life11 Icici mutual fund

Go to save option

Go back

Step 4: Select plan Attributes

Menu path: select 1 st one plan types

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Health Plans, Insurance Plans, Savings Plans, Stock Purchase Plans,Flexible Spending Accounts, Credit Plans, Miscellaneous Plans

These categories are predefined because the system handles each differently.In order to reflect your own requirements regarding the categorization of

plans, you define plan types within these categories.

Define Benefit plan types

(Select u r benefit plan EX: 10 USA)

Go to continue (tick mark)

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EX: Go to new Entries

In that u can select the text as u r wish like (health plan, insurance plan, andsavings plan)

Category also u can select any one means a= health plan

Just enter it text is coming

PLAN TYPE TEXT PLAN CATAGIRY TEXT

Dental health plan a health planVision health plan a health plan

Go to save option

Next

Go back

Step 5: Define Benefit plan status

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It is important that you assigning statuses in order to be able to control theavailability of plans with a minimum of effort. For example, you can controlwhether or not employees can enroll in a plan simply by changing its status.

Men path:

EX: (If standards r there u can select any one or create as u r own)

In that only 3 options r there CL, OP, LO

PLAN STATUS TEXT ACTIVE ENROLLMENTCl closed yes NoOp opened yes NoLo locked No No

Go to save option

Go back

Select

Step6: Define employee groupings

Define employee criteria groupings

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Define parameter groupings(define any one salary, Age,Seniority)

suppose sal is selected Goto define salary Groupings

Select u r country Groupings

select u r parameter group

select u r age, sal or seniority

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Goto save

Step 7: Plans

Health plans

Define health plan general data

You have created the appropriate plan type , plan status , and benefitprovider in the preceding steps

EX: Go to New Entries

PLAN TEXT STARTDATE END DATE

Dent dental plan 01.01.2006 31.12.9999

Go to save

Step 8: Define options for health plan (select dental plan)

you define the details of your health plans. You define different optionswithin a health plan and possible dependent coverages for health plans.

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You define how costs may vary for different employees depending on their personal data, and you define the actual costs for these various groups of employees.

Menu path:


HEALTHPLAN OPTION TEXT

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Den1 standard dental planDen2 dental plan

Goto save

Step9: Define depedent coverage options

you define the dependent coverages that you require for all health plans and plan options.

You can specify a minimum and/or a maximum number of dependents for each dependent coverage. If you do not specify a maximum number, this isinterpreted as meaning zero, rather than no maximum, and therefore nodependents are allowed. If you want to define the maximum number of dependents per type of dependent, you can do this in the next step DefineMinimum and Maximum Number of Dependents

EX:

Dependent coverage Min.dependents Max.dependentsEE (Employee only) - -EE+S (Employee and spouse) 1 1EE+C (Employee and children) 1 20

Goto save

Step 10: Define cost variants (select the dental plan)

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In this step you define cost variants to determine which factors influence thecost of a health plan for an employee. Variants are plan-specific; each planhas its own variant(s).

You do not enter any actual costs in this step. You simply define the possibleways in which costs for a plan can vary depending on selected criteria. Youdetermine how costs vary for plan options and dependent coverage optionsin the step Define Health Plan Attributes

Example

In the Standard Medical plan, Option I allows the following dependentcoverages, and the following cost variants are created for them:

Dep. coverage Cost variantEE STRI - Standard cost IEE+1 STRI - Standard cost IEE+C FAMI - Family cost IEE+F FAMI - Family cost I

Menu path:

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PLAN TEXT STARTDATE ENDDATE

Med1 medical plan 01.01.2006 31.12.9999

Med2 medical plan 01.02.2006 31.12.9999

Go to save

Step 11: Define Cost Rules

you use cost rules to define the actual costs for a health plan. You do this for each cost variant for each plan

EX:Cost grpg Smoker EE cost ER cost Provider costCST1 x $11.00 $5.00 $15.00CST1 $10.00 $5.00 $14.00

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Menu path:

(Select first Dent: Dental plan, after that select the cost variant 1)

Goto New EntriesEX:

SALGR.. AGE GR... SENGR.. SMOKER STEP LIMIT STDATE

Sal 1 yes 0 01 01.01.2000

ENDDATE31.12.9999

Goto save

Step 12: Assigning Health plan attributes

Menu path:

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You assign to each health plan:

Its options

Its dependent coverages

The cost variants for the combination of options and dependentcoverages

Example

Option Dependent Coverage Cost VariantDDT1 EE STRDDDT1 EE+1 STRD

DDT1 EE+C FAMI


In that select our dental plan

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OPTION TEXT DEPENDENT COSTVARIENT TEXT ST ENDDATE

Den1 dental plan ee+f cstv1 dental

Den2 dental plan ee+s cstv2 dental

Goto save

Step 13: Go to flexible administration

Menu path:

Programs

Step 14: Define first programming

you define first program groupings . Later, you define programs for acombination of first and second program groupings.

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Identical attributes are available for the setup of both the first and second program groupings, and they are therefore interchangeable. The fact that youdetermine macro-eligibility for a program using two dimensions means thatyou are able to make finer distinctions between groups of employees.

EX: Go to new Entries

1ST PROGRAMMING TEXT

Sal salaried employeesAge Age group employeesSen seniority employees

Goto save

Step 15: Define second programming

you define second program groupings . Later, you define programs for acombination of first and second program groupings.

Identical attributes are available for the setup of both the first and second program groupings, and they are therefore interchangeable. The fact that you

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determine macro-eligibility for a program using two dimensions means thatyou are able to make finer distinctions between groups of employees

Menu path:


2 ND PROGRAMMING text

Part part timeFull full timeTemp temporary

Go to Save

Step 16: Employee Eligibility

you define the criteria according to which you control eligibility for individual benefit plans within a benefits program (definition of micro-eligibility). You perform the following steps to set up eligiblityrequirements:

1. You define eligibility grouping to identify groups of employees for whom certain eligibility criteria apply.

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2. You create eligibility variants , which you later use to link eligibility rules to programs

Menu path:

Define eligibility groupings

EX:

GROUP DESCRIPTION

All All employeesPart part time employeesFull full time employees

Goto save

Step 17: Define eligibility variants

Menu path:

EX:

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ELIGIBILITY VARIENTS DESCRIPTION

1 yr 1 year Immd immediately

Goto save

Step 18: Define eligibility rules

you define eligibility rules for your benefit plans. These rules determine the

low-level (micro-) eligibility conditions that apply for different groups of employees

Menu path:

Ex:Select any of them like immd

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EX:

GROUP DESCRIPTION STDATE END DATE

All all employees 01.01.2000 31.12.9999Hour hourly employees 01.01.2001 31.12.9999

Goto save

Step 18: Go to participation termination

Menu path:

Step 19: Define termination groupings

you define and set up termination groupings . These groupings allow you toset different coverage periods for employees within a benefit program.

Example - International

An employee resigns. Your company allows the employee to continue participating in all health plans until the end of the current month.

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The feature sorts employees according to the following employee attributesand values:

Action type (MASSN) TerminationAction reason (MASSG) Employee initiated

EX:

TERMINATION GROUP DESCRIPTION

End end of the monthImmd immediately

Goto save

Step20: Define termination variants

Ex: goto new entries

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TERMINATIONVARIENTS DESCRIPTION

End end of the month

Tem1 termination rule 1Goto save

Step 21: Define termination rules

you define termination rules . You define these rules for every combinationof termination grouping and termination variant, thereby determining the

coverage continuation periods and termination day that will apply for different groups of employees.

You later apply termination rules to plans in the benefits program byassigning the termination variant used in the rule definition

Ex: select the termination variants like end or tem1)

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TGROUPING DESCRIPTION STDATE END DATE

End end of the month 01.01.2002 31.12.9999Immd immediate term 01.01.2002 31.12.9999

Goto save

Step 22: Define benefit programs

you define benefit programs for combinations of first program grouping andsecond program groupings. For each program, you list the benefit plans in

which a member of a both program groupings can participate if they fulfillthe eligibility requirements associated with the plan.

You assign eligibility and termination conditions to plans within a program by means of eligibility and termination variants

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Menu path:

Select is it sal or age or sen choose: sal

Select is it full or part time choose: full

Goto new entries

EX:PLAN EXT ELGI DESCRIPTION TERM DES

Med1 medical immd immediately immd immediatelyMed2 medical immd immediately immd immediately

Goto save

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