1. SAP Glossary
  2. Benefits
  3. automatic plan


What is automatic plan in SAP PA-BN - Benefits?


SAP Term: automatic plan

  • Component: PA-BN

  • Component Name: Benefits

  • Description: A plan in which employees are enrolled without the requirement that they consent to the enrollment or make elections within the plan. An employee is enrolled in all relevant automatic plans at all times. Automatic plans are provided at no cost to the employee and allow little flexibility to the employee regarding plan terms.


Smart SAP Assistant

  • Key Concepts: 
    Automatic plan is a feature of the PA-BN Benefits component of SAP software. It allows employers to automatically enroll employees in benefit plans based on predetermined criteria. This feature helps employers save time and money by streamlining the enrollment process. 
    
    How to use it: 
    To use the automatic plan feature, employers must first set up the criteria for enrollment. This includes setting up eligibility rules, plan options, and contribution levels. Once these criteria are set up, the automatic plan will automatically enroll employees who meet the criteria. 
    
    Tips & Tricks: 
    When setting up the criteria for automatic plan enrollment, employers should consider their employee population and their benefit goals. This will help ensure that the criteria are tailored to their specific needs and that employees are enrolled in the most appropriate plans. 
    
    Related Information: 
    For more information on setting up automatic plan enrollment, employers can refer to SAP's online documentation or contact their SAP representative. Additionally, employers can also consult with a benefits consultant to ensure that their automatic plan is set up correctly.
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