How to allow employees to enroll for benefits, but restrict them from claiming benefits?
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SuccessFactors Employee Central: Global Benefits
We have same permission "Enroll/Claim for Benefits/Benefit Programs" for both enrolment and claim as shown below:
Hence, it is not possible to restrict employees only for claims through this permission settings. However, we can use business rules for the restriction. Below is a sample business rule that will prevent the logged in user from claiming his/her benefits:
This rule can be added to the "Validate Rules" section of the object BenefitEmployeeClaim. This configuration will ensure that employees will get the defined error message when trying to save benefit claims for self.
Permission, RBP, Confine, Enrolment, Enrollment, Claiming, Enroll/Claim , KBA , LOD-SF-EC-GBF , Global Benefits , How To