BENEFITS Benefits Administration This component provides the functions needed to handle your organization's benefits administration processes.

It enables you to perform the following main 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 plans 2. Insurance plans 3. Savings plan 4. Flexible spending account 5. Miscellaneous plan 6. Credit plan. Info types: 0167- Health plans 0168-Insurance plans 0169-Savings plan

0170-Flexible spending plans 0171-General benefits plan 0378-Adjustment reasons Concepts of business: 1. Benefit area: feature: BAREA Ex: USA- USA benefit area, India- India benefit area 2. Assign currencies: us- dollar, 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. Salary 2. Age 3. 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 and would not normally be used for eligibility. As you create your benefit areas, consider the following factors:

A benefit area can be administered in one currency at a time only. So for each currency you have, you must define a minimum of one benefit area. If benefit plans are to be administered by different benefits offices in your organization, you can use different benefits areas to make this distinction. 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 different regions. Benefit area Country grouping 01 Calif/Mary/Pens 10 USA 02 DC/NewEngland/Mass 10 USA Menu path: SPRO SAP REF IMG Personnel management Benefits Basic settings Define benefit areas EX: Goto New entries

BENEFIT AREA 10 22

DESCRIPTION COUNTRY GROUPING USA Germany 10 01

Goto save Go back Step 2: Assign currency to benefit area Determine the currency you will use for each benefit area you have defined Example Benefit area Country grouping Currency 01 Calif/Mary/Pens 10 USA USD 02 DC/NewEngl./Mass 10 USA USD Menu path: EX: Goto New Entries

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 AREA DATE

END CURRENCY SHORT DATE TEXT

10 40 Go back

USA Germany

01 01 2002 31.12.9999 usd 01.01.2007 31.12.9999 dem

us Dollar dem

Step 3: Define Benefit providers you 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)

EX: HR PAYEE 10 11 Go to save option Go back

HR PAYEE New york life Icici mutual fund

Step 4: Select plan Attributes Menu path: select 1st one plan types

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)

EX: Go to new Entries

In that u can select the text as u r wish like (health plan, insurance plan, and savings plan) Category also u can select any one means a= health plan Just enter it text is coming PLAN TYPE Dental Vision Go to save option Next Go back Step 5: Define Benefit plan status TEXT PLAN health plan health plan CATAGIRY a a TEXT health plan health plan

It is important that you assigning statuses in order to be able to control the availability of plans with a minimum of effort. For example, you can control whether 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 Cl Op Lo TEXT closed opened locked ACTIVE yes yes No ENROLLMENT No No No

Go to save option Go back Select Step6: Define employee groupings Define employee criteria groupings

 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

Goto save Step 7: Plans Health plans Define health plan general data You have created the appropriate plan type, plan status, and benefit provider in the preceding steps EX: Go to New Entries

PLAN Dent

TEXT dental plan

STARTDATE 01.01.2006

END DATE 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 options within a health plan and possible dependent coverages for health plans.

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:

EX: Goto New Entries

HEALTHPLAN OPTION

TEXT

Den1 Den2 Goto save

standard dental plan dental plan

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 is interpreted as meaning zero, rather than no maximum, and therefore no dependents are allowed. If you want to define the maximum number of dependents per type of dependent, you can do this in the next step Define Minimum and Maximum Number of Dependents EX: Dependent coverage Min.dependents Max.dependents EE (Employee only) EE+S (Employee and spouse) 1 1 EE+C (Employee and children) 1 20

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

In this step you define cost variants to determine which factors influence the cost of a health plan for an employee. Variants are plan-specific; each plan has its own variant(s). You do not enter any actual costs in this step. You simply define the possible ways in which costs for a plan can vary depending on selected criteria. You determine how costs vary for plan options and dependent coverage options in the step Define Health Plan Attributes Example In the Standard Medical plan, Option I allows the following dependent coverages, and the following cost variants are created for them: Dep. coverage Cost variant EE STRI - Standard cost I EE+1 STRI - Standard cost I EE+C FAMI - Family cost I EE+F FAMI - Family cost I Menu path:

EX: Goto New Entries

PLAN Med1 Med2

TEXT medical plan medical plan

STARTDATE 01.01.2006 01.02.2006

ENDDATE 31.12.9999 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 cost CST1 x $11.00 $5.00 $15.00 CST1 $10.00 $5.00 $14.00

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

Goto New Entries EX: SALGR.. AGE GR... SENGR.. SMOKER STEP LIMIT STDATE Sal 1 ENDDATE 31.12.9999 Goto save Step 12: Assigning Health plan attributes Menu path: yes 0 01 01.01.2000

You assign to each health plan:

Its options Its dependent coverages The cost variants for the combination of options and dependent coverages

Example Option Dependent Coverage Cost Variant DDT1 EE STRD DDT1 EE+1 STRD DDT1 EE+C FAMI EX: Go to New Entries In that select our dental plan

OPTION TEXT Den1 Den2 Goto save

DEPENDENT COSTVARIENT TEXT ST END DATE dental plan dental plan ee+f ee+s cstv1 cstv2 dental dental

Step 13: Go to flexible administration Menu path: Programs Step 14: Define first programming you define first program groupings. Later, you define programs for a combination 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 determine macro-eligibility for a program using two dimensions means that you are able to make finer distinctions between groups of employees. EX: Go to new Entries

1ST PROGRAMMING Sal Age Sen Goto save

TEXT salaried employees Age group employees seniority employees

Step 15: Define second programming you define second program groupings . Later, you define programs for a combination 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

determine macro-eligibility for a program using two dimensions means that you are able to make finer distinctions between groups of employees Menu path: EX: Go to New Entries

2ND PROGRAMMING Part Full Temp

text part time full time 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 microeligibility). You perform the following steps to set up eligiblity requirements: 1. You define eligibility grouping to identify groups of employees for whom certain eligibility criteria apply.

2. You create eligibility variants , which you later use to link eligibility rules to programs Menu path: Define eligibility groupings

EX: GROUP All Part Full Goto save

DESCRIPTION All employees part time employees full time employees

Step 17: Define eligibility variants Menu path: EX:

ELIGIBILITY VARIENTS 1 yr Immd Goto save Step 18: Define eligibility rules

DESCRIPTION 1 year immediately

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

EX: GROUP DESCRIPTION All Hour all employees hourly employees STDATE 01.01.2000 01.01.2001 END DATE 31.12.9999 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 to set 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.

The feature sorts employees according to the following employee attributes and values: Action type (MASSN) Termination Action reason (MASSG) Employee initiated

EX:

TERMINATION GROUP End Immd Goto save

DESCRIPTION end of the month immediately

Step20: Define termination variants Ex: goto new entries

TERMINATIONVARIENTS End Tem1 Goto save Step 21: Define termination rules

DESCRIPTION end of the month termination rule 1

you define termination rules. You define these rules for every combination of 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 by assigning the termination variant used in the rule definition

Ex: select the termination variants like end or tem1)

TGROUPING End Immd Goto save

DESCRIPTION end of the month immediate term

STDATE 01.01.2002 01.01.2002

END DATE 31.12.9999 31.12.9999

Step 22: Define benefit programs you define benefit programs for combinations of first program grouping and second program groupings. For each program, you list the benefit plans in which a member of a both program groupings can participate if they fulfill the eligibility requirements associated with the plan. You assign eligibility and termination conditions to plans within a program by means of eligibility and termination variants

Menu path: Select is it sal or age or sen Select is it full or part time Goto new entries choose: sal choose: full

EX: PLAN EXT Med1 medical Med2 medical Goto save

ELGI DESCRIPTION immd immediately immd immediately

TERM immd immd

DES immediately immediately