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Automatic , default and open offers in benefits

Former Member
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What is difference between automatic and defualt and open offers in benefits;

When we make plan eligible for Automatic and default enrollments in benefits? can you please provide us examples. Can you also let us know the configuration needs to be done to make plan eligible for automatic and default plans;

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hi Shimal,

Under Enrollment function, we can enroll employees and, where possible, make changes to employee benefit elections as required for the following tasks:

  • Enrollment of employees during an open enrollment period in plans for the coming season

  • Enrollment of new hires in plans that are automatically offered

  • Enrollment of new hires in default plans as an interim measure, until they have made their benefits choices

  • Adjustment of plan enrollments as a result of employee life or job changes

Benefit Offer: The set of plans that an employee is eligible to enroll in or make changes to on a key date.

Types Of Offer:

Adjustment Offer

An adjustment offer is a restricted offer and is only available if the employee has a valid Adjustment Reason record (infotype 0378). The enrollment period for an adjustment offer is dependent on the time allowed for changes after the adjustment reason event, as defined in Customizing, and is identical to the validity period of the Adjustment Reason record. For adjustment reasons defined as "anytime" events in Customizing, changes are allowed at any time after the adjustment reason event.

The changes that are possible for this type of offer are controlled per plan type by adjustment permissions. These permissions are assigned to a combination of adjustment reason and employee group in Customizing.

Open Offer

An open offer is the most unrestricted type of offer. It is available for enrollment/changes for the entire duration of the open enrollment period and does not require an employee to have an adjustment reason.

Automatic Offer

This offer type contains plans marked as automatic plans in the Customizing of standard selections. If defined, automatic offers are available for enrollment/changes at all times period and do not require an employee to have an adjustment reason.

Default Offer

This offer type contains plans marked as default plans in the Customizing of standard selections. If defined, default offers are available for enrollment/changes at all times and do not require an employee to have an adjustment reason.

To make a plan automatic/default follow

spro>personnel management>benefits>flexible administration>standard selections

Cheers,

D_F

Answers (1)

Answers (1)

Former Member
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Hi Donnie,

Thanks for the Detailed reply..This has helped us to understand and differentiate different types of offers;