"Configuring Global Benefits from Scratch in SAP SuccessFactors"

[aravind2]

Configuring Global Benefits in the SAP SuccessFactors Employee Central (EC) module is a crucial step in ensuring a seamless and efficient benefits management process for employees. In this guide, we will walk you through the key steps to set up and optimize benefits in SAP SF EC, helping you streamline HR operations and enhance the employee experience.

Login to Provisioning and select the relevant company.
Go to Edit Company Settings Company Settings, and check the following:

Enable Generic Objects
Employee Central V2
Enable Benefits

Click Save Feature.

Step 1: Enabling a benefit screen look up as per your requirement.

Here I have enabled the following lookup screens as per my requirement.

1. Benefit
2. BenefitEnrollment
3. BenefitProgram
4. BenefitProgramEnrollment
5. SyncBenefitsMasterDataChanges

Step 2: Create Event and Event reasons

Create event Assignment and Assignment Completion.

Create two event reasons. One event reason is to add the benefit and another event reason to end the benefit.

Event reason 1, we have created add benefit and assigned to Assignment event.
Make sure your are entering the event reason ID PCAssignment. If you are changing the name it will not allow the user to enrol in benefits.

Similarly, for event reason 2, we have created end benefit and assigned to Assignment Completion event.
Make sure your are entering the event reason ID PCAssignmentCompletion. If you are changing the name it will not allow the user to enrol in benefits.

Step 3: Create a Benefit in benefits admin overview

I have created a benefit of type allowance. Below screenshot is for your reference.

If you want to integrate the benefit claim to payroll automatically, you can create a pay component with same frequency and currency and assign in the benefits.
For that you have to choose Integration Mode as Pay Components and assign the pay component which you have created.

Assign Legal entity.

You need to assign the legal entity, so that users belongs to that legal entity can enrol and claim the benefits.

Step 4: Create a Benefit Schedule

Create a Benefit Schedule and select frequency matching with the pay component which you have created.

Create a schedule period in which you have to enter the Enrolment open and close period, Enrolment effective from and valid until, Claim start period and end period as per your requirement.

Once schedule period created, assign it in the Benefit schedule.

Step 5: Define Enrolment Details

Below field are self explanatory where you can configure according to your requirement.

Enrolment required = Yes
Effective from rule - you can configure and assign here.
Enrolment type can be manual and automatic once it hit the period. You can select accordingly.
You can assign enrolment workflow if required, so that once user enrol. Post approval record will get enrolled
For Email notification, you can customize the content which you have to send for the user.

Note: If you have mentioned the effective start date in the field and rule, it will considers the rule first.

Similar to enrolment workflow, while user need to opt out the benefit, we can give edit access and add the workflow if required when user tries to opt out.
Assign the Enrolment screen ID which you have enabled in benefits screen lookup. Below screenshot is for your reference. You can still edit the UI and add field if required.

Note: Make sure Enrolment edit allowed is set to “Yes”. Or else it won’t effect.

Step 6: Add contacts

Add contacts if required.

Step 7: Add policy, documents, Forms and links

You can add policy, documents, forms and links, so that while user can check during enrolment.

Step 8 : Benefit Allowance Details

Here you can configure the allowance eligibility rule for the special needs based on the requirement.

Assign the pay component you have created, which will be used for benefit claim. If you are assigning more than one pay component, select the Is Default field as Yes for primary pay component which will act as claim component.

Step 9: Additional Configuration

Once you have created a eligibility rule for the list of users, but there might be a exceptional case customer may request that some employees need to be included or excluded, that you can handle in the exception workflow.

Additional benefit custom field you can create and assign here based on your requirement.

Allow waiving of Benefit :

If the Allow Waiving of Benefit is selected as Yes, employee will view an Opt Out button on the Benefit Enrolment UI. Now, they can choose the Opt Out button to waive/skip the benefit and then choose the Next Benefit button at the bottom right-hand corner to go to the next benefit.

Assign UI in configure people profile

Role Assignment:

For users assign the below roles

For admins assign the below roles:

User Enrolment:

If you enter move than entitled amount, it won’t allow as per our configuration.

Once enrolled, start date of the record as claim start date and end date of claim record will be created automatically in the compensation information automatically, which is working as per our configuration.

Implementing and configuring Global Benefits in SAP SuccessFactors Employee Central is a game-changer for organizations aiming to streamline benefits administration across diverse workforces. By leveraging automation, eligibility rules, and seamless integrations, companies can ensure accuracy, compliance, and an enhanced employee experience.

A well-structured benefits module not only simplifies HR operations but also contributes to employee satisfaction and retention. With continuous optimization and updates, businesses can maximize the full potential of SAP SF EC Global Benefits to meet evolving workforce needs.

I hope you found this blog useful in understanding how to configure Global Benefits in SAP SuccessFactors Employee Central.

"Stay tuned for more insightful blogs on SAP SuccessFactors—I’ll be back with more interesting topics soon!"

Regards,
Aravind R
HXM Consultant