Hierarchy
EA-HRCGB (Software Component) Sub component EA-HRCGB of EA-HR⤷
PA-BN-FB-XX (Application Component) General Parts⤷
PAOC_BEN_FBN (Package) Flexible Benefits System
IMG Activity
| ID | OHFBNHP01 | Define Flexible Benefits Health Plan Attributes (FLEX) |
| Transaction Code | S_P2H_60000012 | (empty) |
| Created on | 20031204 | |
| Customizing Attributes | OHFBNHP01 | Define Flexible Benefits Health Plan Attributes (FLEX) |
| Customizing Activity | OHFBNHP01 | Define Flexible Benefits Health Plan Attributes (FLEX) |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | OHFBNHP01 |
Define Flexible Benefits Health Plan Attributes (FLEX)
Use
You use this step to control GB Flexible Benefits Health Plans, by defining the following attributes:
- Whether the same previously enroled health plan options can be carried forward as the default health plan options for the employee in the next benefits year.
- Whether this plan needs an options check. This check is a comparison between the previously enroled plan and the employee's selection for the next benefits year.
For example, an employee is currently enroled in a Private Medical Insurance (PMI) Health Plan covering the employee and his family. For the upcoming benefits year, your organisation decides that in the benefits area to which this employee belongs, only employee PMI coverage will be available. You set the indicator Opt.Chk , meaning that the system will check which PMI options are valid for the employee in the coming year. The permitted plan options are maintained in the IMG step Define Health Plan Option Jumping Setting (FLEX) (Customizing table: V_T74_FBN09_A). Therefore, setting this indicator means that a check is made for valid PMI options stored in table V_T74_FBN09_A..
The employee can only enrol the PMI plan with the options contained in this Customizing table. If there is no PMI plan entry in table T74_FBN09_A, or you do not set the Opt.Chk indicator, all possible PMI options are valid for the employee in the coming benefits year.
- Whether this plan has a tax free threshold, above which plan payments become taxable. In Great Britain, payments into selected benefit plans are not totally tax free. Payments into a personal computer (PC) plan, for example, are tax free up to an annual threshold of GBP 500 . Any PC plan payments above this amount will be taxable in the payroll.
Therefore, you set this indicator for any health plans where payments into it are subject to taxation restrictions. Note: The applicable tax threshold amount for each affected health plan is maintained in the IMG step Define Annual Tax Free Boundary for Health Plan (FLEX)(Customizing table V_T74_FBN08_A).
- The health plan's validity period, in months. When employees enrol in a health plan during annual (open) enrollment, you need to assign a validity period for each health plan.
For example, you wish to maintain a health plan validity period of one year. You therefore enter a value of 12 in the field Month.
Requirements
For an existing health plan to be carried forward as the default plan value for the coming benefits year, an adjustment reason must be also configured to allow this. You set this adjustment reason in the IMG step Assign Adjustment Reason for Benefits Plan Carried Forward (FLEX).
Activities
- Execute this IMG step and maintain your required selection parameters, as prompted.
The table view Flexible Benefits Health Plan Data: Overview appears, containing all the health plan types defined under your selected benefits area.
- Set the CarryOver indicator for any health plans where the same previously enroled plan can be carried forward as the default plan value for the employee in the next benefits year.
- Set the Opt.Chk indicator for any health plans where you wish the system to check which plan options are valid for eligible employees in the coming year.
- Set theTax Free Boundary indicator for any health plans that possess a tax free threshold, above which plan payments become taxable.
- Set the validity period, in months, for each health plan in the field Months .
Example
Scenario 1:
You set the CarryOver indicator for an Insurance Plan type, and you also set the "annual enrolment" carry over indicator in the IMG step Assign Adjustment Reason for Benefit Plan Carried Forward (FLEX). During annual (open) enrolment, an employee wishes to enrol in an insurance plan for the coming benefits year XXXX (01.04.XXXX - 31.03.XXXX+1). The system searchs for the same insurance plan record that is valid in the current benefits year. If such a record is found, this plan option will be carried forward to the new benefits year as the default plan option. If no record is found, this insurance plan will be assigned the standard option as default.
Note: This operation exists so that employees can re-select existing plan options. Setting these indicators does not mean that plans are automatically enroled for the new benefit year.
Scenario 2:
You set the Opt.Chk indicator for a given Life Insurance Plan. For the coming benefits year, your organisation decides that employees currently enroled in an insurance plan with the four-times salary option will only be allowed to enrol life insurance options of two-, three-, or five-times salary. You have also previously maintained these three permitted options in the IMG step Define Insurance Plan Option Jumping Setting (FLEX). When the employee enrols in the life insurance plan, a check is made in the customizing table V_T74_FBN09_B . He or she will only be able to enrol the life insurance plan with the options you have maintained in this Customizing table.
Scenario 3:
You set theTax Free Boundary indicator for a health plan that possesses a tax free threshold. When employees enrol in this particular health plan, a check is made in the Customizing table V_T74_FBN08_A for the value of the tax free threshold operating in the plan.
For example, in the UK., the PC plan is subject to an annual tax -free threshold of GBP 500 limit. If an employee chooses a GBP 600 value for the PC, only GBP 100 of this amount is taxable. Payroll will therefore only take the GBP 100 above the threshold into taxable base consideration.
Scenario 4:
You set the validity period for a given health plan in the field Months . Normally plans are only valid for a period of 12 months. However, there are exceptions.
For example, the PC plan. Often such a plan extends for longer than 12 months. Assume you set the validity of the PC plan for 36 months. Employees can then enrol in this PC plan with a 3-year validity period. For the second and third year enrolment events, employees cannot amend the PC plan. This will only be possible after three benefit years have been completed.
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 |
| Customizing Attributes | Country Key | Country Name |
|---|---|---|
| OHFBNHP01 | GB | United Kingdom |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | OHFBNHP01 | 0 | PLN0000014 | Great Britain |
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_T74_FBN00_A1 | V - View | SM30 |
History
| Last changed by/on | SAP | 20031217 |
| SAP Release Created in | 200 |
