Functional Area: Benefits / Termination of Benefit Participation
Purpose
Use this procedure to terminate an employee’s benefits as required.
Trigger
Perform this process when an employee is no longer eligible for benefits and benefit plans were not terminated during a personnel action.
Prerequisites
Separation action via transaction PA40 must be completed.
Menu Path
Use the following menu path to begin this transaction:
- Select Human ResourcesPersonnel ManagementBenefitsTermination to go to the Termination of Plan Participation screen.
HRBEN0014
Business Process Information
Benefit termination is processed only in the Human Resources Service Center (HRSC) when an employee is no longer eligible for benefits.
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.
Work Instruction
Functional Area: Benefits / Termination of Benefit Participation
Procedure
1. / Start the transaction using the menu path or transaction code.
Termination of Plan Participation
2. / As required, complete/review the following fields:
Field / R/O/C / Description
Personnel no. / Required / Employee identification number
Example:
999994
3. / Click .
Termination of Plan Participation (2)
4. / Click .
Change Selection Date
5. / As required, complete/review the following fields:
Field / R/O/C / Description
Selection date / Required / Employee information will be selected for processing based upon this date
Example:
01/06/2006
The current date defaults but selection date should be the date of separation, date of organizational reassignment to a non-benefit eligible position or FTE change to a non-benefit eligible status.
6. / Click .
Termination of Plan Participation (3)
7. / Click to select all.
/ Based upon pre-determined benefit termination rules, the termination date will default for all benefit plans if is selected.
Termination of Plan Participation (4)
8. / Click .
Termination of Plan Participation (5)
9. / Click .
Termination of Plan Participation (6)
10. / Click .
Termination of Plan Participation (7)
11. / Click .
/ This allows you to review the termination data for all the benefit plans.
Termination of Plan Participation (8)
12. / Perform one of the following:
If You Want To / Then / Go To
View the general overview of the benefit plan / Click . / Step 13
Exit this transaction / -- / Step 18
General Overview of Benefit Plan Data
13. / Perform one of the following:
If You Want To / Then / Go To
Review dental benefit plan data / Click to the left of Basic Dental Coverage. / Step 14
Review medical benefit plan data / Click to the left of HMO. / Step 16
Exit this transaction / -- / Step 18
General Overview of Benefit Plan Data (2)
14. / Review the displayed information.
15. / Return to Step 13.
General Overview of Benefit Plan Data (3)
16. / Review the displayed information.
17. / Return to Step 13.
18. / Click until you return to the SAP Easy Access screen.
19. / You have completed this transaction.
8/16/2017
Ver: / 07_BN_HRBEN0014_Term Benefit Plan Parti_BE1_0.udc
© University of Cincinnati / 1/12
Work Instruction
Functional Area: Benefits / Termination of Benefit Participation
Result
You have terminated benefits for an employee who is no longer eligible for benefits.
Comments
None
8/16/2017
Ver: / 07_BN_HRBEN0014_Term Benefit Plan Parti_BE1_0.udc
© University of Cincinnati / 1/12