Work Instruction
Functional Area: Benefits / Monitor Participation
Purpose
Use this procedure to monitor employees or dependents no longer eligible for plans in which they are currently participating or find inconsistencies in current plan elections.
Trigger
Perform this procedure when:
  • An employee has a change in organizational assignment (i.e. non-exempt to exempt, part-time to full-time, etc) and the current benefits are inconsistent with the change in status OR
  • The costs and/or coverages for an employee and/or dependent are inconsistent with current benefit participation.
  • Periodic batch runs are needed to validate employee's benefit plan elections are consistent based upon the employee type.
Prerequisites
None
Menu Path
Use the following menu path to begin this transaction:
  • Select Human Resources Personnel ManagementBenefitsParticipation Monitor to go to the Participation Monitor screen.
Transaction Code
HRBEN0003
Business Process Information
The Participation Monitor is processed in the Human Resources Service Center (HRSC), as needed. The Participation Monitor cannot check future participation.
Helpful Hints
  • The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
 On certain screens you may have to scroll to view some data entry fields.
Manual adjustments to benefits can be made from this transaction but should only be made from transaction code HRBEN0001 Enrollment or HRBEN0014 Termination of Benefit Participation, to guarantee consistency in employee benefit data.
Work Instruction
Functional Area: Benefits / Monitor Participation
Procedure
1. / Start the transaction using the menu path or transaction code.
Participation Monitor

2. / Select to the left of Other keydate.
3. / As required, complete/review the following fields:
Field / R/O/C / Description
Key Date / Required / Selection date for a transaction; When executing a program, the date at which data is valued.
Example:
01/01/2006
Entering a key date will display all qualified employees if no personnel number is entered. It will produce a report for selected employees who are enrolled in the benefits plans for which the employee is ineligible.
Personnel Number / Optional / Unique employee identification number
Example:
10000140
4. / Click .
Participation Monitor: Overview

5. / Select to the left of the benefit plan(s) you are monitoring for eligibility and/or accuracy.
Participation Monitor: Overview (2)

6. / Perform one of the following:
If You Want To / Then / Go To
Review the benefit plan termination data / Click . / Step 7
Review detailed insurance plan data / Click . / Step 11
Exit this transaction / -- / Step 21
Delimiting of Plans

7. / Review the displayed information.
8. / Perform one of the following:
If After Reviewing The Plan / Then / Go To
The stop participation date is correct / -- / Step 9
The plan(s) need(s) to be delimited with a different date / Click .
You will need to use transaction HRBEN0014. / Step 21
You want to delimit plan(s) from this transaction / Click .
Delimiting benefit participation should not be processed from this transaction other than on an exception basis. / Step 21
9. / Click .
10. / Return to Step 6.
Display Insurance Plans (0168)

11. / Review the displayed information.
/ You can review but not change data on the various tabs on this screen. If the benefit information needs to be changed, adjustments should be made on transaction code HRBEN0001 or HRBEN0014.
12. / Perform one of the following:
If You Want To / Then / Go To
Return to the previous screen / Click . / Step 6
Review the administrative information / Click the tab. / Step 13
Review the insurance coverage information / Click the tab. / Step 15
Review the costs information / Click the tab. / Step 17
Review the beneficiaries information / Click the tab. / Step 19
Exit this transaction / Click . / Step 21
Display Insurance Plans (0168) (Administration tab)

13. / Review the displayed information.
14. / Return to Step 12.
Display Insurance Plans (0168) (Insurance coverage tab)

15. / Review the displayed information.
16. / Return to Step 12.
Display Insurance Plans (0168) (Costs tab)

17. / Review the displayed information.
18. / Return to Step 12.
Display Insurance Plans (0168) (Beneficiaries tab)

19. / Review the displayed information.
20. / Return to Step 12.
Participation Monitor: Overview (3)

21. / Click until you return to the SAP Easy Access screen.
/ If you delimited the plan(s) from this transaction the selected plan(s) would no longer be listed.
22. / You have completed this transaction.
8/18/2017
Ver: / 09_BN_HRBEN0003_Monitor Participation_BE1_0.udc
© University of Cincinnati / 1/12
Work Instruction
Functional Area: Benefits / Monitor Participation
Result
You have displayed the employee benefit participation for accuracy and/or inconsistencies in plan elections.
Comments
Transaction code HRBEN0003 Participation Monitor can be processed as a batch job on a pre-determined regular schedule to detect benefit ineligibility and inaccuracies as soon as they occur.
8/18/2017
Ver: / 09_BN_HRBEN0003_Monitor Participation_BE1_0.udc
© University of Cincinnati / 1/12