Control Open Enrollment with an Adjustment Reason

  • by Clay Molinari, SAP HR Consultant, C&C Savant, Inc.
  • October 15, 2003
You can configure an adjustment reason to gain better control over the open enrollment offer. This is for companies that consider open enrollment to be a period during which only certain employees can change certain benefit elections.

What does “open enrollment” mean at your company? The SAP application considers open enrollment to be a period during which all employees in a benefit area may change any of their benefit selections. However, many companies consider open enrollment to be a period during which only certain employees may change only certain benefit elections. I’m going to show you how you can configure an adjustment reason to gain better control over the open enrollment offer.

Standard Open Offer

The standard SAP open offer is configured at IMG path Personnel Management > Benefits > Flexible Administration > Define Administrative Parameters as shown in Figure 1. Notice that the only parameters specified for open enrollment are the enrollment period dates and the effective dates. The enrollment period dates specify when the open offer appears on the enrollment screen in SAPGUI or on the enrollment page in Employee Self-Service (ESS). The validity dates specify the begin and the end dates for new plan records created through this offer. While this standard configuration certainly makes it easy to implement open enrollment, it has some limitations.


Figure 1
Configuring the standard open enrollment period

Clay Molinari

Clay Molinari has 20 years of experience in the IT industry and has been working as an SAP HR consultant since 1997. He is currently president of C&C Savant, Inc., an SAP consulting firm that specializes in combining standard SAP configuration and custom ABAP programming to help its clients solve unique or complicated requirements.

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Comments

8/20/2013 1:31:20 PM
Clay Molinari

There is nothing wrong with having two or more adjustment reasons open at the same time. Both offers will be presented to the employee. In your example, the open enrollment offer would be setup to start coverage as of 01 JAN of the next year. The new hire offer would most likely be configured to start coverage sooner. This could get confusing for the employees especially if the plans they wish to select as a new hire are no longer being offered next year. They may face a screen on which they would need to select each plan two times based on the two different time periods. In summary, it is not a technical limitation but employees in this situation may get confused and they might not succeed at making the elections they desire.
8/19/2013 9:58:04 AM
Renee

We would like to use an adjustment reason code for new employees who are hired after open enrollment closes. However, our consultants have advised that this may be risky because we would then have two adjustment reasons open for one employee at the same time. Do you currently allow more than one adjustment reason for a single employee to be open at the same time? If so, is there anything we should keep in mind when doing this?

Thanks for your help.

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