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SAP HR Benefits Configuration Tips and Tricks

Query Tools Data Tools Human Resources FI/CO Cross System Miscellaneous BW

Dynamic Actions and Personnel Actions


If you would like to create a specific benefit plan whilst carrying out a Personnel Action (for exam ple you want to create a Health Insurance Record whilst performing a new s tarter action) this cannot be done using just the s tandard infogroups . The problem lies in the fact that a Benefit Plan is not a s ubtype of a Benefit Infotype, s o it cannot be specified through table V_T588D as part of the info group. A good way around this problem is to create a dynamic action within table T588Z.

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Scree n Modifications
There are many tabs within the Benefits Infotypes and these can often hold data that is not relevant to a company's bus iness requirements. These tabs can be hidden to simplify the recording of the data for end us ers . To hide these fields , a module pool must be created within table T588M for each different screen within an infotype (each tab is assigned to a screen number - for example the Administration Tab within IT0167, Health Plans, is s creen 2020) To hide the administration tab within IT0167, create an entry in table T588M as below and hide all the fields within that field, the tab will then no longer appear on IT0167.

There are a few exceptions to this rule; the dependents tab on IT0167 and the beneficiaries tab on IT0168, Insurance Plans, cannot be hidden. IT0377, Miscellaneous Plans, works in a different way to the other benefits infotypes - once the mis cellaneous plan has been chosen, the tabs that are not relevant to that plan are dynamically hidd en without any entries made in table T588M.

Remov al of Dynamic Action to start off e nrolment


The flexible benefits module of SAP can be rather complicated to use and it is often simplified for use by the end users. One piece of functionality that is often removed to aid the users is the dynamic link between IT0171 and the enrolment process. The enrolment proces s can be used to determine which employees are entitled to enrol in whi ch Benefit Plans, however the proces s can be a little convoluted and difficult to understand. The link between IT0171 and the enrolment process is simply carried out by a dynamic action, so in order to remove this link the relevant entries in table V_T588D s imply need to be commented out.

How the attributes define the av ailable fie lds for WTs, using SE16N
When as signing wage types to Benefit Plans so that the correct values are fed through to the payroll, it can be confus ing as to which wage types need to be assigned to which Benefit Costs. The entries that are made in table V_5UBI_A (for Health Plans )

Directly effect the entries that are available for entry in table V_5UBA_WT

Because the 'Employee Cost' and 'Additional Post-Tax' fields are populated in table V_5UBI_A, the relevant WT fields are available for input in table V_5UBA_WT. The wage type fields in table V_5UBA_WT relating to the costs in table V_5UBI_A that are not populated are dynamically hidden. Accessing table T5UBA through transaction SE16N allows the user to see all the Wage Type fields in table V_5UBA_WT, regardless of the entries in table V_5UBI_A.

Configuration Consiste ncy Che ck


A really useful tool when configuring the benefits module within SAP is the Configuration Consistency Check

You run the check by Benefit Area or Plan and it will warn the us er of any inconsistencies that may arise from the configuration, for example if there are is not a cost variant created for a particular Benefit Plan. The error and warning messages can appear s lightly confusing at firs t, but they do make sense if you think about what they are telling you.

Copy/Dele te Benefit Plans/Are as


It is very easy to copy and delete existing Benefit Plans and Areas within SAP using the relevant IMG s tep within the Benefits Tools et. This can prove to be very useful if a benefit plan already exists which has similar attributes to a benefit plan which needs to be created. The existing plan can be copied and modified as necessary; this can be a lot s impler than creating a new plan from scratch. The only limitation of this functionality is that you cannot copy a plan into a different benefit area than the original plan.

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