Work Instruction ZHR - ENROLL - COVER - Summary of Insurance Coverage (Document) ZHR - ENROLL - Cover

Title: ZHR_ENROLL_COVER - Summary of Insurance
Coverage (Document)
Functional Area : Human Resources
Sub Area : Benefits
Work Instruction
ZHR_ENROLL_COVER - Summary of Insurance Coverage (Document) ZHR_ENROLL_

COVER
Purpose
Use this procedure to display and/or print a summary of insurance coverage statement for one
or more selected employees.
Trigger
Perform this procedure when there is a request for a summary of insurance coverage
statement.
Menu Path
Use either of the following menu paths to begin this transaction:
• Select IRIS Reporting Human Resources Benefits ZHR_ENROLL_COVER –
Summary of Insurance Coverage to go to the Summary of Insurance Coverage screen.
• Select Human Resources Personnel Management Benefits
ZHR_ENROLL_COVER – Summary of Insurance Coverage to go to the Summary of
Insurance Coverage screen.
Transaction Code
ZHR_ENROLL_COVER
Helpful Hints
• If you are running this for more than a single employee, the output for all employees is
produced as a single document.
• If you are going to print the document for a single employee, you can print on both sides of
the paper. However, if you are going to print after running this for more than a single
employee, make sure your printer is not going to print on both sides of the paper.
• If you are going to e-mail the output to the employees, you will need to run the statement
for each individual separately.
File name: Version: Approved - Ready for Web Work Instruction

~ZHR_ENROLL_COVER- Last Modified: 12/10/2009 2:24 PM Page 1 / 10
SUMMARYOFINSURANCECOVER
AGE.DOC
Reference Number:
Coverage (Document)
Sub Area : Benefits
Procedure
1. Start the transaction using the menu path or transaction code.
SAP Easy Access

AGE.DOC
Reference Number:
Coverage (Document)
Sub Area : Benefits
2. Double-click . The Insurance

Enrollment Statement screen will appear as shown below.
Insurance Enrollment Statement
3. As required, complete/review the following fields:
Field Name R/O/C Description
Employee number O Numbers that uniquely identify persons within IRIS.

Example: 266975 for Fred Flintstone
Cost Center O A cost center is a cost and revenue collector for permanent
activities of the university. Within HR/Payroll, all cost centers
will start with "E". The cost center may refer to the
responsible cost center (reporting, etc) or the paying cost
center (cost distribution). Each cost center number has a
corresponding fund with the same number.
Example: E170145

AGE.DOC
Reference Number:
Coverage (Document)
Sub Area : Benefits
Field Name R/O/C Description
Employee Group O A category of employees or positions such as regular, term,

student, or friend.
This field defaults to “R” for regular employees.
Example: R for Regular

Employee Subgroup O Sub-category of employee group. Examples are faculty 9-
month, faculty 12-month, staff professional, staff hourly input,
student hourly input, etc.
Example: 07 for Staff: Hourly NoInput
Personnel subarea O A unit in the organizational hierarchy of the university that
allows for subdividing a personnel area, such as the "Family
Practice, Knoxville" and "Family Practice, Memphis"
personnel subareas within the "Memphis" personnel area.
Example: 1170 for University Administration
Payroll area O Designation for frequency of payment.
Example: M1 for Monthly
Personnel Status O Designation for employment status.
This field defaults to include both active and inactive

employees.
Example: 3 for Active

AGE.DOC
Reference Number:
Coverage (Document)
Sub Area : Benefits
In this example, the Employee number was entered as the selection criteria. The entries in all
other fields were unchanged from the default values.
4. Click (Execute). The Insurance Enrollment Statement Selection screen will appear, as
shown below.

AGE.DOC
Reference Number:
Coverage (Document)
Sub Area : Benefits
Insurance Enrollment Statement Selection
By default, all employees meeting the selection criteria on the parameter screen are selected.
The lines for all of them appear highlighted.
• If you want to exclude a couple of the listed employees, you may click the selection box to
the left of each employee you do not want to de-select their records.
• If there are many employees you do not want, it may be faster to click (Deselect all
lines), and then click the selection box to the left of the employees you do want.
All employees matching the selection criteria on the parameter screen are selected by
default. Deselect any employees for whom no benefits statement needs to be
produced.
5. Click . The Summary of Insurance Coverage statement(s)

for the selected employee(s) will appear as shown below.

AGE.DOC
Reference Number:
Coverage (Document)
Sub Area : Benefits
To change the size of the displayed page, use the buttons on the Adobe Page Display
Toolbar:
• Click (One Full Page) to fit a page to one screen and minimize scrolling.
• Click (Scrolling Pages) to view a larger page, as shown below.

AGE.DOC
Reference Number:
Coverage (Document)
Sub Area : Benefits
SAP

AGE.DOC
Reference Number:
Coverage (Document)
Sub Area : Benefits
6. You have several output options from which to choose. Perform one of the following:
If you want to Then NOTE
If you are running this for more than a

View the output Use the scroll bar or
single employee, the output for all
on the screen navigation buttons.
employees is produced as a single
document.
If you are going to print the document for a

single employee, you can print on both
Send the output sides of the paper. However, if you are
to a printer Click (Print). going to print after running this for more
than a single employee, make sure your
printer is not going to print on both sides of
the paper.
Save the output

file to your
computer Click (Save).
If you are going to e-mail the output to the

employees, you will need to run the
Attach the output program for each individual separately.
to an email Click (E-Mail).
Please refer to the “Email IRIS PDF

Documents” document for instructions.
7. Click to return to the Insurance Enrollment Statement screen, as shown below.

AGE.DOC
Reference Number:
Coverage (Document)
Sub Area : Benefits
8. Click (Back) to return to the SAP Easy Access menu.
9. You have completed this transaction.
Result
You should now be able to generate Summary of Insurance Coverage statements for one or
more selected employees.
Comments
For assistance generating a Summary of Insurance Coverage statement, contact the

IRIS Helpdesk at irishelpdesk@tennessee.edu.

AGE.DOC
Reference Number:

Work Instruction ZHR - ENROLL - COVER - Summary of Insurance Coverage (Document) ZHR - ENROLL - Cover

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Title: ZHR_ENROLL_COVER - Summary of Insurance

ZHR_ENROLL_COVER - Summary of Insurance Coverage (Document) ZHR_ENROLL_

File name: Version: Approved - Ready for Web Work Instruction

1. Start the transaction using the menu path or transaction code.

SAP Easy Access

File name: Version: Approved - Ready for Web Work Instruction

2. Double-click . The Insurance

Insurance Enrollment Statement

3. As required, complete/review the following fields:

Field Name R/O/C Description

Employee number O Numbers that uniquely identify persons within IRIS.

File name: Version: Approved - Ready for Web Work Instruction

Field Name R/O/C Description

Employee Group O A category of employees or positions such as regular, term,

This field defaults to “R” for regular employees.

Example: R for Regular

This field defaults to include both active and inactive

Example: 3 for Active

File name: Version: Approved - Ready for Web Work Instruction

Insurance Enrollment Statement

File name: Version: Approved - Ready for Web Work Instruction

Insurance Enrollment Statement Selection

5. Click . The Summary of Insurance Coverage statement(s)

File name: Version: Approved - Ready for Web Work Instruction

• Click (Scrolling Pages) to view a larger page, as shown below.

File name: Version: Approved - Ready for Web Work Instruction

File name: Version: Approved - Ready for Web Work Instruction

If you want to Then NOTE

If you are running this for more than a

If you are going to print the document for a

Save the output

If you are going to e-mail the output to the

Please refer to the “Email IRIS PDF

7. Click to return to the Insurance Enrollment Statement screen, as shown below.

File name: Version: Approved - Ready for Web Work Instruction

Insurance Enrollment Statement

8. Click (Back) to return to the SAP Easy Access menu.

9. You have completed this transaction.

For assistance generating a Summary of Insurance Coverage statement, contact the

File name: Version: Approved - Ready for Web Work Instruction

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