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Implementing ESS for Benefits Enrollment

Apr 05, 2018

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    2006 Wellesley Information Services. All rights reserved.

    Implementing SAPEmployee

    Self-Service (ESS) forBenefits Enrollment

    Clay MolinariC&C Savant

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    2

    Employee Self-Service (ESS) for Benefits Enrollment

    Is easy to install

    Gives your employees more information and better

    control in the benefit election process Relieves the HR department of many administrative tasks

    Can be customized to improve the user experience

    Is still supported in mySAP ERP

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    3

    What Well Cover

    How SAP makes enrollment available on the Web

    Required R/3 configuration steps

    Publishing services and templates Improving on the standard delivered services

    Lessons learned

    Upgrading ESS to mySAP ERP

    Wrap-up

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    4

    What Well Cover

    How SAP makes enrollment available on the Web

    Required R/3 configuration steps

    Publishing services and templates Improving on the standard delivered services

    Lessons learned

    Upgrading ESS to mySAP ERP

    Wrap-up

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    5

    Caution

    ESS Architecture

    W

    ebBrowser

    W

    ebServer

    In

    ternetServer

    (ITS)

    ApplicationServer

    (R/3)

    Database

    Presentation

    Layer

    Network

    Layer

    ApplicationLayer

    WGATE AGATE

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    Web Browser and Web Server

    A browser, such as Netscape or Internet Explorer,runs on the users local PC

    The Web server receives and processes httprequests that arrive over the network

    The WGATE intercepts http requests with certain

    URL patterns and transfers them to the AGATEfor processing

    These components know nothing of R/3

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    Internet Transaction Server (ITS)

    This server translates http requests into SAPfunction calls

    The AGATE on the ITS server accepts inbound httprequests and converts them into Remote Function Calls(RFCs) to the corresponding transaction in R/3

    The AGATE knows which function on which servershould handle the request

    The ITS service formats outbound responses from R/3

    using the templates and MIME files The http response returns to the AGATE on the Web

    server for delivery to the browser

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    Application Server (R/3)

    The ESS services are transactions in R/3 that are able toaccept RFC requests from the AGATE

    Think of the ESS service for benefits enrollment, PZ14,as a wrapper for the familiar HRBEN0001enrollment transaction

    You can run PZ14 in the GUI if you use command /n to exit the easy access menuTip

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    Application Server (R/3) (cont.)

    The business logic that PZ14 uses is the exact samelogic that HRBEN0001 uses

    This ensures that employees on the Web and benefitsadministrators in R/3 see the exact same optionsand prices

    If enrollment in HRBEN0001 generates error messages,the ESS users will likely receive those same errormessages in their browsersTip

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    Components of ESS Enrollment

    Service files on the ITS server

    Templates on the ITS server named

    SAPLHRBEN00ENROLLMENT* Corresponding transactions on the R/3

    application server

    Configuration in R/3 Master data in R/3

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    ESS Services for Benefits

    PZ07 Participation Overview

    PZ12 Family/Related Person Overview

    PZ14 Enrollment

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    What Well Cover

    How SAP makes enrollment available on the Web

    Required R/3 configuration steps

    Publishing services and templates Improving on the standard delivered services

    Lessons learned

    Upgrading ESS to mySAP ERP

    Wrap-up

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    Standard Benefits Configuration

    You should set up all configuration steps in the benefitssection of the IMG

    Pay special attention to cost, coverage, andeligibility rules

    Rules need to work for 100% of the employees who

    perform online enrollment

    You must configure all cost, coverage, andeligibility rules before you allow employees toperform their own enrollments

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    Annual Enrollment Configuration

    The Administrative Parametersscreen activates openenrollment for both the GUI andESS enrollment transactions

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    Administrative Parameters

    Future dated records will cause the systemto display multiple time periods for eachplan in the enrollment transaction

    ClientIssue

    Possible source of confusion for users

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    ESS-Specific Configuration

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    ESS Parameters

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    Define URLs

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    Assign URL to Plan Types

    These links would point to aSummary Plan Description(SPD) document

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    Assign URL to Benefit Plans

    These links would point to theproviders Web sites

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    Publishing Enrollment Service

    Transaction SE80 is theObject Navigator

    Choose Object Type andService Name

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    What Well Cover

    How SAP makes enrollment available on the Web

    Required R/3 configuration steps

    Publishing services and templates Improving on the standard delivered services

    Lessons learned

    Upgrading ESS to mySAP ERP Wrap-up

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    Ideas for Improving ESS Enrollment

    Modify the ESS templates and/or services

    Add an Instructions page to the Web site

    Do not activate PZ12 for family member maintenance Use an adjustment reason in lieu of open enrollment

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    Hiding Data via Template Changes

    Use this code to hide undesired plan types

    You could also get this feature by

    using an adjustment reason

    Note

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    Flexible Spending Plan End Dates

    The standard enrollment screen shows a targetcontribution period of one year

    It also shows the validity period ending on 12/31/9999

    These two dates can be confusing

    You must employ auser exit to make

    the saved electionvalid for oneyear only

    Caution

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    Hiding Validity Period on Detail Screens

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    Service PZ12 for Family Members

    Navigation in this transaction is difficult to understand

    Employees are likely to create duplicate familymember records

    During enrollment activity, the enrollment transaction(PZ14) does not permit family member processing

    You can rarely add new family members duringannual enrollment

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    What Well Cover

    How SAP makes enrollment available on the Web

    Required R/3 configuration steps

    Publishing services and templates Improving on the standard delivered services

    Lessons learned

    Upgrading ESS to mySAP ERP Wrap-up

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    Enrollment During Payroll Processing

    Employees will receive an error message concerningpersonnel number locking during payroll processing

    The message can be confusing and frustrating

    Help desk or benefits department may receive excessivephone calls

    Redirect the enrollment link to an informative Web pagewhich tells employees when they should return toprocess their enrollment

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    A th i ti P fil

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    Authorization Profiles

    Users with significant R/3 authority typicallyperform testing

    Users with very limited R/3 authority typically

    perform enrollment

    Establish a special user ID in your test client with thesame authorization profile as most employees who willperform enrollment

    Process all testing scenarios using this special ID

    St ffi Y ESS P j t

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    Staffing Your ESS Project

    Basis support for installing ITS and Web servers

    ABAP support for changes on the R/3 side, if required

    Benefits configuration and master data analysis

    Web programmer (HTML notJava) forupdating templates

    Communications coordinator to ensure consistentmessage across multiple media

    What Well Cover

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    What Well Cover

    How SAP makes enrollment available on the Web

    Required R/3 configuration steps

    Publishing services and templates

    Improving on the standard delivered services

    Lessons learned

    Upgrading ESS to mySAP ERP Wrap-up

    ESS Architecture in mySAP ERP

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    Caution

    ESS Architecture in mySAP ERP

    WebBrow

    ser

    SAP Web AS

    ITS

    ApplicationServer

    (ECC)

    Database

    PresentationLayer

    NetworkLayer

    ApplicationLayer

    ICF

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    Components of ESS Enrollment in mySAP ERP

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    Components of ESS Enrollment in mySAP ERP

    Web services activated on SAP Web AS usingtransaction SICF

    Integrated ITS

    Templates in ECC database namedSAPLHRBEN00ENROLLMENT*

    Corresponding transactions in ECC database

    MIME files in ECC database

    Configuration in ECC

    Master data in ECC

    Upgrading from Standalone ITS to Web AS

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    Upgrading from Standalone ITS to Web AS

    1. Copy existing template and MIME files usingtransaction SIAC_UPLOAD (see SAP Note 678904)

    2. Edit URLs embedded in template files3. Set up Internet Communication Framework (ICF)

    services on Web AS

    4. Maintain ITS service parameters intransaction SICF

    5. Publish the ITS services to site INTERNAL using

    transaction SE80

    What Well Cover

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    What We ll Cover

    How SAP makes enrollment available on the Web

    Required R/3 configuration steps

    Publishing services and templates

    Improving on the standard delivered services

    Lessons learned

    Upgrading ESS to mySAP ERP Wrap-up

    Resources

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    Resources

    SAP help site*http://service.sap.com/ess

    SAP Employee Self-Service Implementation Guide R/3

    Release 4.6C; SAP Labs, Inc.; ISBN: 1893570975

    SAP help site*http://service.sap.com/sap-its

    * Requires login credentials to the SAP Service Marketplace

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    7 Key Points to Take Home (cont.)

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    7 Key Points to Take Home (cont.)

    The ESS enrollment transaction uses the sameprocessing logic as the GUI enrollment transaction

    You can customize ESS enrollment by changing

    the template files, underlying R/3 transactions,and functions

    You can easily migrate ESS enrollment from a

    standalone ITS to SAP Web AS

    Your Turn!

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    How to contact me:Clay Molinari

    [email protected]

    Questions?