HRBEN BENEFITS ADMINISTRATION Adjustment Reasons

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HRBENBENEFITS ADMINISTRATIONAdjustment Reasons
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Additional Adjustment Reason - Overview
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Demonstration

• Adjustment Reason
• (Ineligible or Deceased Dependent)

Human Resources Personnel Management
Administration HR Master Data Maintain
(PA30/HRBEN0001)
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Adjustment Reason Ineligible or Deceased
Dependent
1. Follow the menu path or Enter PA30 in the
command field press Enter
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Adjustment Reason Ineligible or Deceased
Dependent
2. Enter the personnel number
3. Use the left and right scroll buttons to
select the Benefits tab
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Adjustment Reason Ineligible or Deceased
Dependent
5. Click Create
4. Select the Adjustment Reasons Infotype, or
enter 0378 in the Infotype field
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Adjustment Reason Ineligible or Deceased
Dependent
Note Use the 1st of the month following the
event.
8. Click Enter
6. Enter the date
7. Select the Adjustment reason that applies
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Adjustment Reason Ineligible or Deceased
Dependent
9. Click Yes
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Adjustment Reason Ineligible or Deceased
Dependent
10. Click to Save
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Adjustment Reason Ineligible or Deceased
Dependent
11. Click Yes to continue to Enrollment/HRBEN000
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Adjustment Reason Ineligible or Deceased
Dependent
12. Select the Ineligible Dependent offer
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Adjustment Reason Ineligible or Deceased
Dependent
13. Select the employees Medical Plan
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Adjustment Reason Ineligible or Deceased
Dependent
14. Select the dependent tab
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Adjustment Reason Ineligible or Deceased
Dependent
16. Select the Option tab
15. Choose the ineligible dependent and uncheck
the selection box
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Adjustment Reason Ineligible or Deceased
Dependent
Note Check Dependent Cover section to make
sure the employees remaining dependents are
covered if applicable
17. Click to Accept
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Adjustment Reason Ineligible or Deceased
Dependent
18. Select Enroll to complete the Adjustment
process
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Adjustment Reason Ineligible or Deceased
Dependent
Note Verify that the activity change is correct
19. Click to enroll
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Adjustment Reason Ineligible or Deceased
Dependent
20. Click to print Confirmation letter once
complete, click to continue
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Demonstration

• Adjustment Reason
• (Divorce)

Human Resources Personnel Management
Administration HR Master Data Maintain
(PA30/HRBEN0001)
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Adjustment Reason Divorce
1. Follow the menu path or Enter PA30 in the
command field press Enter
1. Follow the menu path or Enter PA30 in the
command field press Enter
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Adjustment Reason Divorce
2. Enter the personnel number
3. Use the left and right scroll buttons to
select the Benefits tab
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Adjustment Reason Divorce
5. Click Create
4. Select the Adjustment Reasons Infotype, or
enter 0378 in the Infotype field
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Adjustment Reason Divorce
8. Click Enter
Note Use the 1st of the month following the
event.
6. Enter the date
7. Select the Adjustment reason that applies
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Adjustment Reason Divorce
9. Click Yes
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Adjustment Reason Divorce
10. Click to Save
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Adjustment Reason Divorce
11. Click Yes to continue to
Enrollment/HRBEN0001
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Adjustment Reason Divorce
12. Select the Divorce offer
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Adjustment Reason Divorce
13. Select the employees Medical Plan
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Adjustment Reason Divorce
14. Select the dependent tab
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Adjustment Reason Divorce
16. Select the Option tab
15. Choose the ineligible dependent and uncheck
the selection box
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Adjustment Reason Divorce
Note Check Dependent Cover section to make
sure the employees remaining dependents are
covered if applicable
Note If the employee was carrying ES3 or EF3 as
a dependent Option, the Health Plan Option must
be changed to 2 at this point of the process.
17. Select Accept
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Adjustment Reason Divorce
18. Select Enroll to complete the Adjustment
process
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Adjustment Reason Divorce
Note Verify that the activity change is correct
19. Click to enroll
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Adjustment Reason Divorce
20. Click to print Confirmation letter once
completed, click Continue
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Demonstration

• Adjustment Reason
• (Cancellation)

Human Resources Personnel Management
Administration HR Master Data Maintain
(PA30)
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Adjustment Reason Cancellation
1. Follow the menu path or Enter PA30 in the
command field press Enter
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Adjustment Reason Cancellation
2. Enter the personnel number
3. Use the left and right scroll buttons to
select the Benefits tab
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Adjustment Reason Cancellation
5. Click Create
4. Select the Adjustment Reasons Infotype, or
enter 0378 in the Infotype field
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Adjustment Reason Cancellation
Note Use the 1st of the month following the
last day of coverage.
8. Click Enter
6. Enter the date
7. Select the Adjustment reason that applies
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Adjustment Reason Cancellation
9. Click Yes
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Adjustment Reason Cancellation
10. Click to Save
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Adjustment Reason Cancellation
11. Click Yes to continue to
Enrollment/HRBEN0001
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Adjustment Reason Cancellation
12. Select the Cancellation offer
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Adjustment Reason Cancellation
13. Select the employees Medical offer
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Adjustment Reason Cancellation
14. Place a check in the Stop participation in
period box
15. Click Accept
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Adjustment Reason Cancellation
Note Warning message on COBRA
16. Click to continue
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Adjustment Reason Cancellation
Note Once all of the employees Benefits have
been cancelled, a Stop sign will appear.
17. Click Enroll to complete the Cancellation
process
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Adjustment Reason Cancellation
Note Verify List of Plans being cancelled.
18. Click Enroll
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Adjustment Reason Cancellation
19. Click to print Confirmation letter once
completed, click Continue