SAP Knowledge Base Article - Public

2712681 - Allow employees to enroll but restrict from claiming

Symptom

How to allow employees to enroll for benefits, but restrict them from claiming benefits?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

 SuccessFactors Employee Central: Global Benefits

Resolution

We have same permission "Enroll/Claim for Benefits/Benefit Programs" for both enrolment and claim as shown below:

ManageBenefitsPermission.png

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:

BusinessRuleClaimRestrict.png

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.

Keywords

Permission, RBP, Confine, Enrolment, Enrollment, Claiming, Enroll/Claim , KBA , LOD-SF-EC-GBF , Global Benefits , How To

Product

SAP SuccessFactors HCM Core all versions