Exclude enrollment in a benefit plan if already enrolled in another plan

[Former Member]

Is there a way to prevent enrollment in one plan if you are enrolled in another plan. In our case, if the teammate enrolls in a health savings account plan (savings plan) we would like to prevent enrollment in a medical spending account plan (miscellaneous plan). I have used corequisite/prerequiste before to set up requirements to be enrolled in one plan before enrolling in another plan but have not found a way to prevent enrollment in a plan if enrolled in another plan.

Thanks

[siddharthrajora · Accepted solution]

implementing user exit PBEN0012

can be one of the easy solutions

[Former Member · Accepted solution]

we are doing open enrollment via the SAP standard benefit enrollment services via Employee Self Service. It is my understanding that the user exits do not work via Employment Self Service.

[ted_dinh · Accepted solution]

Flex Spending Account checking logic in ESS is done through SAP function 'HR_BEN_ESS_CHECK_FSA_CONTRIB'. You could probably create an enhancement point at the end of this function to add logic to check whether the other FSA plan already exists and produce an error instead.

[Former Member · Accepted solution]

So it looks like the only way to do this is via the user exits and not through config.

[Former Member · Accepted solution]

our spending accounts were set up as miscellaneous plans, is there a corresponding function to 'HR_BEN_ESS_CHECK_FSA_CONTRIB' for miscellaneous plans?

[ted_dinh · Accepted solution]

Since you set this up as miscelaneous plan, the plan could either be a cost/credit plan or a contribution plan. I would think this is contribution plan as it's spending account. If this is the case, SAP function 'HR_BEN_ESS_CHECK_CONTRIB' is used.

[Former Member · Accepted solution]

After playing around with the PBEN.... enhancements they do in fact work through the enrollment services in Employee Self Service. Since we se up the spending account as a miscellaneous plan enhancement PBEN0028 was used since this is used to calculate EE contribution for savings, miscellaneous and stock purchase plans.