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Benefits Administration. 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.

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Benefits Administration

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course objectives
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
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
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
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


Personnel Number

Plan Type







Plan Type


pa20 displaying benefits data
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.
knowledge check
Knowledge Check

Transaction PA20 allows for:

  • Delimiting employee information
  • Displaying employee information
  • Viewing employee benefit information
  • All of the above
lesson objectives21
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
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
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
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
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
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
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.
pa30 maintain benefits data
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.
knowledge check38
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 check39
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 check40
Knowledge Check

Use PA30 to:

  • Change employee data
  • View employee data
  • Delimit employee data
  • All of the above
lesson objectives44
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
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
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.
knowledge check51
Knowledge Check

The COBRA process can only be initiated after:

  • Employee submits resignation
  • Employee’s last day of employment
  • Separation Personnel Action has been executed
  • Plan Overview Reports
  • Eligibility Reports
  • Change Reports