Describing the Benefits Enrollment Experience

The Benefit Enrollment experience allows you to configure an easy, intuitive interface for employees to enroll in benefits. With this experience, employees are guided through the enrollment process, and you as the administrator have the flexibility to design the experience. Each screen can be localized and customized based on your business needs.

The benefits enrollment experience refers to two elements: user interface and functionality. The functionality includes administrator enrollment templates for open enrollment and off-cycle enrollment, and primary and secondary beneficiary management. It also includes adding standard fields for proof of good health, rate chart updates, step by step guided enrollment, plan comparisons, and mobile support.

This experience has the following features:

• Instructions that guide employees through each stage of the enrollment process
• Localized and customized enrollment screens
• The ability to enable comparison of insurance plans
• Benefits administrators design the experience
• Progressive disclosure of benefits with dependencies
• Support of concurrent benefit enrollment (open enrollment and off-cycle)
• Dependent information embedded within the experience
• Available in the SAP SuccessFactors Mobile Application

Currently, the benefit enrollment experience supports the following types of benefits:

• Insurance, including health, dental, vision, and life.
• Section 125 savings plans including HSA, FSA, LPFSA, DCRA, and pensions.

Currently, the following benefit types are not supported but are on the road map for upcoming releases of Global Benefits:

• Allowances
• Deductible allowances
• Reimbursements

During the enrollment process, the employee selects family members based on the relationship types allowed by the administrator. Eligible family members are established by an administrator’s configuration for Allowed Dependent types. By default, the system enrolls all eligible family members into a benefit when the user enters benefits enrollment for the first time. The employee can deselect any family member they do not wish to enroll.

The latest benefits enrollment experience supports Employee Stock Purchase Plan (ESPP) enrollments through the retirement/saving plan benefit type. Using the workplace pension with min-max configuration, you can set a minimum and maximum participation percent, change contributions during the plan period or opt out. There is a standard integration to SAP Payroll available to administer the program.