2712681 - Allow employees to enroll but restrict from claiming

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

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 SuccessFactors Employee Central: Global Benefits

• Open the Permission Role for user whom you like to grant access to all jobs.
• Click on Permission
• Under Manage Benefits, enable "Enable Employee Actions on Benefits/Benefit Programs "
• Click on Save Changes.

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.

Add Rule Under

if there is any permission we can give to allow them to enroll but restrict on enrolment ?

FAQ - Additional Information

Q) Where can I get information on this from the Guide?

A) Guide: Implementing Advances

 Chapter - Setting Up Permissions

Permission, RBP, Confine, Manage Benefits, Enrolment, Enrollment, Claiming, Enroll/Claim, Enable Employee Actions on Benefits/Benefit Programs , KBA , LOD-SF-EC-GBF , Global Benefits , How To