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Eligibility for Dependents and Beneficiaries (Enhanced) ( RELNPA_BN_470_10DBELIG )

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Eligibility for Dependents and Beneficiaries (Enhanced)

Use

As of SAP R/3 Release 4.70, the definition of eligibility for dependents and beneficiaries has been enhanced to allow greater flexibility in determining the type of family member that can enroll or be named in a plan. Additional eligibility criteria are also supported, and the settings controlling the eligibility of dependents and beneficiaries are now grouped in a single subsection of the Benefits Administration IMG.

Eligible Types of Family Member

The types of person eligible as dependents/beneficiaries can now be determined on the benefit plan level. Previously, eligibility was determined for an entire benefit area. In Customizing, the types of family member are represented by the subtypes of the Family/Related Persons infotype (0021), as before.

You can further restrict eligibility to a subset of persons of a particular subtype, by means of the family member grouping feature. This is the renamed dependent/beneficiary group feature that was available prior to Release 4.70. An additional field is available in the feature structure to enable eligibility to be based on the tax status of domestic partner or domestic partner's child. For example, you may want to allow only non-taxable domestic partners and domestic partners' children to be enrolled as dependents in a health plan. For more information, see the release note Domestic Partners as Dependents and Beneficiaries.

Eligibility Criteria

Age limits for dependents are now specified per subtype of the Family/Related Persons infotype (0021) and per plan, rather than for an entire benefit area. Prior to Release 4.70, the only persons to whom the age limits for a benefit area did not apply were spouses and divorced spouses. It was, therefore, not possible to enroll domestic partners above the age limit that were represented by a customer-defined subtype. With the new design of eligibility customizing for dependents, this restriction no longer applies.

The criteria marital status, military service, and financial independence can now be used to control the eligibility of dependents. New indicators are available to record a person's participation in military service and financial independence on the country-specific infotype maintained via the Family/Related Persons infotype (0021).

The following criteria determining the eligibility of beneficiaries are no longer directly attributed to the relevant plans in their general data. Instead they can be selected in a beneficiary eligibility variant, which is then assigned to the appropriate plans.

• Employee can be a beneficiary for the plan

• Contingency beneficiaries can be named for the plan

• Spouse's approval is required for the naming of beneficiaries additional to the spouse in savings plans

Ineligible Dependents/Beneficiaries in Enrollment

Dependents and beneficiaries that are ineligible but still participating in plans are now displayed in both the enrollment function for clerks and Employee Self-Service enrollment. An icon next to the person's name denotes that he/she is ineligible. Previously, these persons were not displayed in the list of dependents and beneficiaries.

If an employee is re-enrolled in a plan for which a participating dependent/beneficiary is ineligible, participation is automatically terminated for this person. For participating but ineligible beneficiaries, the beneficiary percentage rate is not displayed. The sum of percentages for the other beneficiaries is therefore less than 100% when initially displayed. The percentages must be adjusted for the other beneficiaries so that they total 100%.

Effects on Existing Data

When you upgrade your system, the XPRA program RPU47001 automatically converts your existing Customizing data and fills the new Customizing tables. However, you need to manually adjust your Customizing settings after the upgrade if a dependent/beneficiary group was assigned to a plan prior to the upgrade and the feature for this group (RLPGR) was configured to return the value 'blank' for eligible family members. With the new eligibility customizing, the value 'blank' indicates that employees are ineligible. You therefore need to do the following:

1. Define a new family member grouping for persons previously not assigned to a dependent/beneficiary group (feature return value='blank').
2. Modify the decision tree for the feature so that persons previously not assigned to a dependent/beneficiary group are assigned to the new family member grouping that you have defined.
3. In the eligibility rule, assign the new grouping to the eligible infotype 0021 subtypes.

Effects on Data Transfer

Effects on System Administration

Effects on Customizing

The definition of eligibility for dependents and beneficiaries now takes place in a single subsection of the Benefits Administration IMG, under Flexible Administration → Dependent/Beneficiary Eligibility. Eligibility is controlled by eligibility rules that are assigned to plans by means of eligibility variants. For more information, refer to the documentation for the individual Customizing activities in the section Dependent/Beneficiary Eligibility.

Further Information

Vendor Master (General Section)   SUBST_MERGE_LIST - merge external lists to one complete list with #if... logic for R3up  
This documentation is copyright by SAP AG.

Length: 6135 Date: 20240520 Time: 232609     sap01-206 ( 138 ms )