Print Benefit Confirmation Form
Functional Area: Benefits / Print Benefit Confirmation Form
Purpose
Use this procedure to print Choice Benefits Confirmation Forms as verification for the employee and HRSC that enrollment data has been updated in UC Flex.
Trigger
Perform this procedure when a Choice Benefit Confirmation Form needs to be printed for an employee currently enrolled in benefits OR as a batch job for multiple employees based on:
- A policy established in the HRSC that calls for benefit confirmation forms to be printed on a regular schedule, i.e. end of each day, as a batch job for employees who have been enrolled in benefits via ESS or by the HRSC staff.
- A confirmation form that needs to be printed for an employee or employees needing to make changes to their benefits due to a qualified status change, i.e., marriage, birth of a child, etc.
Employee(s) currently enrolled in Benefits.
Menu Path
None
Transaction Code
ZHRBEN0015
Business Process Information
Confirmation forms are processed only in the Human Resources Services Center (HRSC).
Helpful Hints
- The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
- On certain screens you may have to scroll to view some data entry fields.
Work Instruction
Functional Area: Benefits / Print Benefit Confirmation Form
Procedure
1. / Start the transaction using the transaction code.
Print Enrollment Form
2. / Select to the left of Other keydate.
/ Not all date fields can be selected at the same time (the period defaults to Today).
Print Enrollment Form
3. / As required, complete/review the following fields:
Field / R/O/C / Description
Period / Required / Calendar period to which values relate
Example:
11/01/2005
Entering a key date will display all qualified employees if no personnel number is entered.
Personnel Number / Optional / Unique employee identification number
Example:
1000008
1st Program Grouping / Optional / Means of identifying a group of employees with common characteristics
Example:
UNRE Unrepresented Exempt
Additional data which allows you to specify which employee groups require confirmation forms.
2nd Program Grouping / Optional / Means of identifying a group of employees with common characteristics
Example:
FULL 100% FTE
Additional data which allows you to specify which employee groups require confirmation forms.
Adjustment reason / Conditional / Reason for any benefits adjustments
Example:
HIRE
An entry is required if processing anything other than open enrollment.
4. / Click .
Print Enrollment Forms
5. / Perform one of the following:
If You / Then / Go To
Want to print confirmation forms for all selected employees without previewing them / 1. Click .
2. Click . / Step 6
Do not want to print confirmation forms for all selected employees / Select to the left of the name(s) of the employee(s) to print confirmation forms for. / Step 10
Print Benefits - Confirmation
6. / As required, complete/review the following fields:
Field / R/O/C / Description
Output Device / Required / Location of the printer
Example:
UHall, 3rd Floor HP5si
This field should automatically default.
7. / Select to the left of Print immediately.
8. / Click .
9. / Go to Step 19.
10. / Perform one of the following:
If You Want To / Then / Go To
Print the form / Click . / Step 6
Review the benefit plan data / Click . / Step 11
Display the form before printing / Click . / Step 14
Exit this transaction / -- / Step 20
General Overview of Benefit Plan Data
11. / Review the displayed information.
12. / Click .
13. / Return to Step 10.
14. / As required, complete/review the following fields:
Field / R/O/C / Description
Output Device / Required / Location of the printer
Example:
UHall, 3rd Floor HP5si
This field should automatically default.
15. / Perform one of the following:
If You Want To / Then / Go To
Preview the form / Click . / Step 16
Print the form / Click . / Step 19
Print Preview of UHAO Page XXXX of XXXX
16. / Review the displayed information.
/ Click to view the next page or click to view the previous page.
17. / Click to the print confirmation form from the preview page.
/ After printing the confirmation form, you are returned to the Print Confirmation Form screen to select, if necessary, other employees for which you can print forms.
Print Enrollment Forms (2)
18. / Go to Step 20.
/ The system displays the message, “Spool request (number XXXX) sent to output device XXXX.”
Print Enrollment Forms (3)
19. / Review the displayed information.
/ A in the Status column indicates there were no errors. A in the Status column indicates there was an error and you will need to review the Descriptionin the description column.
20. / Click until you return to the SAP Easy Access screen.
21. / You have completed this transaction.
8/11/2017
Ver: / 04_BN_ZHRBEN0015_Prt Ben Conf Form_BE1_R1.udc
© University of Cincinnati / 1/12
Work Instruction
Functional Area: Benefits / Print Benefit Confirmation Form
Result
You have printed a confirmation form for an employee recently enrolled in benefits or multiple employees recently enrolled in benefits, for which verification of the enrollment is needed.
OR
You have printed a confirmation form(s) for an employee or employees needing to make changes in current enrollment elections as the result of a qualified status change.
Comments
None
8/11/2017
Ver: / 04_BN_ZHRBEN0015_Prt Ben Conf Form_BE1_R1.udc
© University of Cincinnati / 1/12