SAP ABAP IMG Activity OHFBNMP02 (Define Flexible Benefits Miscellaneous Plan Attributes (FLEX))
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 OHFBNMP02 Define Flexible Benefits Miscellaneous Plan Attributes (FLEX)  
Transaction Code S_P2H_60000019   (empty) 
Created on 20031204    
Customizing Attributes OHFBNMP02   Define Flexible Benefits Miscellaneous Plan Attributes (FLEX) 
Customizing Activity OHFBNMP02   Define Flexible Benefits Miscellaneous Plan Attributes (FLEX) 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name OHFBNMP02    

Define Flexible Benefits Miscellaneous Plan Attributes (FLEX)

Use

You use this step to control GB Flexible Benefits Miscellaneous Plans, by defining the following attributes:

  1. Whether the same previously enroled Miscellaneous plan options can be carried forward as the default miscellaneous plan options for the employee in the next benefits year.
  2. 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. You can set an options check, for example, if you wish to restrict the range of miscellaneous plan options available, compared with the current benefits year.
  3. Whether this plan has a tax free threshold, above which plan payments become taxable. In Great Britain, payments into selected benefit plans are not entirely tax free. For example, payments into a Personal Computer (PC) Plan, a miscelleaneous plan, 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 miscelleaneous plans where payments into it are subject to taxation restrictions. Note: The applicable tax threshold amount for each affected miscellaneous plan is maintained in the IMG step Define Annual Tax Free Boundary for Miscellaneous Plan (FLEX) (Customizing table V_T74_FBN08_C).

  4. The miscellaneous plan's validity period, in months. When employees enrol in miscellaneous plans during annual (open) enrollment, you need to assign a validity period for each miscellaneous plan available.

    For example, you wish to maintain an miscellaneous plan validity period of one year. You therefore enter a value of 12 in the field Month.

    NOTE: For more detailed information on configuration of the validity period for PC plans and SAP recommendations concerning PC plan implementation, see the SAP Library, under: SAP R/3 Enterprise Application Components -> Human Resources -> Personnel Management (PA) -> Benefits Administration (PA-BN) -> UK Specifics -> GB Flexible Benefits Miscellaneous Plans -> Personal Computer.

Requirements

For an existing miscellaneous 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

  1. Execute this IMG step and maintain your required selection parameters, as prompted.

    The table view Flexible Benefits Miscellaneous Plan Data: Overview appears, containing all the miscellaneous plan types defined under your selected benefits area.

  2. Set the CarryOver indicator for any miscellaneous plans where the same previously enroled plan can be carried forward as the default plan value for the employee in the next benefits year.
  3. Set the Opt.Chk indicator for any miscellaneous plans where you wish the system to check which plan options are valid for eligible employees in the coming year.
  4. Set theTax Free Boundary indicator for any miscellaneous plans that possess a tax free threshold, above which plan payments become taxable.
  5. Set the validity period, in months, for each miscellaneous plan in the field Months .

Example

Scenario 1:

You set the CarryOver indicator for a Miscellaneous 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 miscellaneous plan for the coming benefits year XXXX (01.04.XXXX - 31.03.XXXX+1). The system searchs for the same miscellaneous 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 miscellaneous 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:

An employee enroled a Childcare Vouchers Plan (a Miscellaneous Plan) in the last benefits year, spending GBP 3000. For the coming benefits year, your organisation decides that in the benefits area to which this employee belongs, employees may only spend up to GBP 2000 on childcare vouchers. You set the indicator Opt.Chk , meaning that the system will check which childcare voucher options are valid for the employee in the coming year. The permitted plan options are maintained in the IMG step Define Miscelleneous Plan Option Jumping Setting (FLEX) (Customizing table: V_T74_FBN09_C). Therefore, setting this indicator means that a check is made for valid childcare voucher options stored in table V_T74_FBN09_C, and the employee can only enrol in the voucher plan with the options contained in this Customizing table.

If there are no childcare voucher options defined in table T74_FBN09_C, or you do not set the Opt.Chk indicator, all possible voucher options are valid for the employee.

Scenario 3:

You set theTax Free Boundary indicator for a miscellaneous plan that possesses a tax free threshold. When employees enrol in this particular miscellaneous plan, a check is made in the Customizing table V_T74_FBN08_C 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 miscellaneous 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
OHFBNMP02 GB United Kingdom
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG OHFBNMP02 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_A3 V - View SM30  
History
Last changed by/on SAP  20031217 
SAP Release Created in 200