SAP ABAP IMG Activity OHBEN0071 (Define Eligibility Rules)
Hierarchy
☛ SAP_HRRXX (Software Component) Sub component SAP_HRRXX of SAP_HR
   ⤷ PA-BN (Application Component) Benefits
     ⤷ PBEC (Package) Benefits - Customizing
IMG Activity
ID OHBEN0071 Define Eligibility Rules  
Transaction Code S_AHR_61002219   IMG-Aktivität: OHBEN0071 
Created on 19981221    
Customizing Attributes BEN_00_AD_1_1_A0000   Administration - mandatory - critical - all countries 
Customizing Activity BEN_00_T5UBV   View V_T5UBV 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name OHBEN0071    

In this step, you define eligibility rules for your benefit plans. These rules determine the low-level (micro-)eligibility conditions that apply for different groups of employees.

You define eligibility rules for combinations of eligibility grouping and eligibility variant, and apply them to individual plans in the benefit program by assigning the appropriate eligibility variant. Since an eligibility group is linked to an eligibility variant, and a single eligibility rule is defined for this combination, the exact eligibility rule valid for an employee depends on the eligibility group into which the employee falls.

The following eligibility conditions can be set up in an eligibility rule:

  • Waiting period
    • Fixed
    • Dynamic
      • A dynamic waiting period can be based on actual hours worked to-date or on length of service.
  • Minimum working time
    • Fixed
    • Dynamic
      • Dynamic working time can be based on actual hours worked during a specified period.
  • Minimum/maximum age
  • Zip code

Example of Rules for Variants and Groupings

Two eligibility groupings are set up to control eligibility for a health club plan according to whether or not employees are disabled (see the example in the step Define Eligibility Groupings). One eligibility variant CLUB is created to group rules for health club plan membership.

Eligibility rules are defined as follows:

Variant    Elig.grpg    Rule

CLUB    DISB    No minimum work hours

CLUB    OTHR    30 hours minimum per week

Example of a Rule Definition

To participate in the organization's savings plan an employee must fulfill the following requirements:

  • Be employed for 1 year or work 1000 productive hours
  • Be at least 18 years old
  • Work at least 20 planned hours per week

Employees can only enroll on the first day of the next quarter.

Note

  • You need to specify an eligibility rule for every possible combination of variant and grouping in order to ensure that your customizing is complete.
  • Groups of employees can normally be excluded from participation in certain plans by means of your benefit program definitions. However, if you find that you cannot group employees as required to make certain groups ineligibile for a program, you can define an additional eligibility rule specifically for this purpose, with a criterium that cannot be fulfilled (for example, a waiting period of 9999 years). Employees to whom this rule applies are automatically ineligible.
  • You can specify a dynamic waiting period based on length of service calculated using the hours-counting method for savings plans only. For more information on calculation methods, see the documention for the IMG section Plans -> Savings Plans -> Retirement Plan Service.

Requirements

  • If you want to use dynamic eligibility conditions to define either a waiting period or minimum working time, you have set these up in the section Dynamic Eligibility.
  • If you want to restrict eligibility to employees with certain zip codes, you have set up zip code groups in the section Zip Codes.

Standard settings

Recommendation

Activities

  1. Select the eligibility variant for which you want to define a rule.
  2. Enter the appropriate eligibility grouping and the validity period to which the rule applies.
  3. Define a base waiting period for enrollment, if required.

    As a default, the waiting period begins on the employee's hire date. However, you may want to use a different date as the start date. If so, you should specify a hire date override.

    • To define a fixed base waiting period, specify this period in the Number/unit fields.
    • To define a dynamic base waiting period that requires employees to work a certain number of actual hours or reach a certain length of service, specify a date type for which you have already defined a condition in the Dynamic eligibility field.
      • If you define a dynamic base waiting period, you should reference a condition that must be fulfilled once after the hire date or override date, for example, a certain number of months' service. As a waiting period definition it does not make sense to use a condition that must be continuously fulfilled (a certain number of working hours cumulated over a defined period).

      If you define the base waiting period by both specifying a period of time that must pass (from a hire date/override date) and referencing a dynamic eligibility condition that must be fulfilled, the end of the base waiting period is the earlier of the dates on which these conditions are fulfilled.

  4. If you do not want enrollment to be possible until a certain day after the waiting period has expired, specify this day under Enrollment.
  5. If required, define a minimum working time requirement.

    This requirement must be fulfilled in order that the employee can initially enroll, and must also be fulfilled continuously in order that the employee can continue participating.

    • To specify a minimum number of planned hours that must be worked within a certain period, make entries in the Number and Period fields.
      • The system reads the planned hours from the Planned Working Time record (infotype 0007).
    • To define a dynamic minimum working time requirement that requires employees to work a certain number of actual hours, specify a date type for which you have already defined a condition. in the Actual hours field.
      • If you define a dynamic minimum working time requirement, you should reference a condition that must be continuously fulfilled (a certain number of actual hours worked, cumulated over a defined period). As a minimum working time condition, it does not make sense to use a requirement that must be fulfilled once after the hire date or an override date, for example, a certain number of months' service.

      If you define minimum working hours by both specifying a required number of planned hours and referencing a dynamic eligibility condition, both of these conditions must be fulfilled for the employee to be eligible.

  6. Enter any age restrictions and/or a reference to any zip code restrictions you have already set up.

Further notes

For more information about how the system takes account of waiting periods in order to determine the eligibility date for an employee, see the SAP Library (Human Resources -> Personnel Management -> Benefits Administration (PA-BN) -> Benefits Administration -> Enrollment -> Calculation of Eligibility Dates).

Business Attributes
ASAP Roadmap ID 203   Establish Master Data 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 1   Critical 
Country-Dependency I   Valid for countries specified 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG OHBEN0071 0 HLA0006759 Administration 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
V_T5UBV V - View HRBEN0041  
History
Last changed by/on SAP  20000117 
SAP Release Created in