How a Benifit plan to be delimited

[Former Member]

Hi Experts,

One of  Health Benefit plan is going to be unused from September 1 st on wards.

Delimiting At these steps  are enough? Kindly advice.

1. Define Health Plan general data

2. Define Flexible benefits plan General attributes for health plan

3. Define cost rules

4. Assign health plan attributes

Please advice.

Regards,

Sairam.

[former_member193210 · Accepted solution]

I would suggest that you also look at the Prerequisites and Corequisites (V_T74FY and V_T74FZ), and at the Benetits Program Eligibility (V_T5UBU).

[Former Member · Accepted solution]

Dear Experts,

I have delimited the benefit plan from september 1 st onwards.

Even then also user can be maintained the  particular benefit plan which is delimited.

Did I miss any steps.

Please advice.

Regards,

Sairam.

[Former Member · Accepted solution]

Dear Experts,

Shall we need to remove the Particular benefit plan in the Define Programs node.

The Particular benefit plan is availble the above node and the table is V_T5UBU.

The main objective of the issue is from September onwards, no one could enroll with theat pla.

I have delimited the dates with above 4 nodes.

Even then also Employee can enroll the particular plan.

Shall I need to delete the particular plan in define plans node.

Kindly advice.

Regards,

Sairam.

[former_member193210 · Accepted solution]

Did you delemit the Benefit Plan in table view V_5UBA_A, and no entry exists for that Benefit Plan with End Date = 31.12.9999 ?

[Former Member · Accepted solution]

Hi Remi,

Thanks for the reply.

That was already done.

Then also user can enroll the plan.

Is it better option to delete Health plan option. I have tried it and now user cant save the entry with out Health plan option.

Please advice.

Sairam.

[Former Member · Accepted solution]

Dear Experts,

Please advice.

From Septemeber 1 st onwards, no one could enroll a particular health plan.

Is it better option to delete Health plan option.

Even though I delimited in all the above steps, the user can enter the values in 167 Infotype with particular benefit plan.

Please advice the better option on non usability of a benefit plan.

Regards,

Sairam..

[former_member235056 · Accepted solution]

Hi Sairam,

Kindly delimit the Health plan in table V_5UBA_A effective 1st September and set its status to Closed.

This will not allow any entry for that plan.

Thanks,

Ameet

[Former Member · Accepted solution]

Hi Ameet,

Thanks for the reply.

How the system behave for the employees who were already enrolled for this particular plan.

Shall we need to delete calculated costs (Employee pretax and Employer costs).

Please advice.

Regards,

Sairam.

[former_member193210 · Accepted solution]

If a Benefit Plan needs to be delimited because it "is going to be unused", meaning that it will no longer be valid, then all IT0167 (or IT0168) need to be delimited as of the same date.

If the Costs/Deductions were already calculated for September, and the Infotypes are retroactively delimited to the end of August, the refunds will be done automatically during the next Payroll Calculation.

[former_member235056 · Accepted solution]

Hi Sairam,

You will first need to delimit the end date of the Health plan for all the employees and then set plan to Closed to avoid the master data input entry.

Even if payroll is processed payroll results would be self adjusted to generate refunds for excess deductions done, if any.

Thanks,

Ameet