2724393 - 'Benefit is ineligible' error while approving claim

Error 'Benefit is ineligible' is thrown while approving claim.

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SAP SuccessFactors Employee Central - Global Benefits

1. 'Go to Benefits' in employee's profile
2. Under 'Reimbursement' section, submit a 'Claim' for any benefit
3. When the approver tries to approve, 'Benefit is ineligible' is thrown

The issue could happen due to permission, data or eligibility rule configuration. Kindly check all the below scenarios and ensure the configuration is completed as suggested.

Scenario 1: If the approver does not have sufficient permissions to the 'Benefit Enrollment' or 'Benefit Employee Claim' objects (if they are set to Secured = Yes).

Scenario 2: The issue occurs if 'Currency' is 'Inactive' or if 'Effective Date' of currency is after 'Claim Date'. For example, if the 'Currency' object is not secured and the currency value associated to the Benefit was modified by either changing the effective date or status of 'Currency' then this error will be thrown during approval. In the below example, Benefit has 'Currency' as 'USD'.

If any users in the system changes the USD Currency(as the object is not secured), in this case, the effective date was changed to 01/01/2024.

This would cause an issue with the Benefit and error will be thrown during claim approval. Currency will appear blank as of the original date as claim date if before currency's effective date.

Scenario 3: If the Eligibility Rule is not satisfied. During Workflow final approval, the system once again triggers the Eligibility Rule. If there are conditions in the rule that are dependent on date values, then it's possible that the conditions are not satisfied anymore during the time the workflow is approved. In this case, the error is expected.

Solution for Scenario 1: Please ensure approve has view and edit access to 'Benefit Employee Claim' object and also ensure 'Benefit Enrollment' object access is provided if the enrollment is relevant for this benefit.Provide relevant permissions to the objects to the approver.

Solution for Scenario 2: Please ensure 'Currency' object associated with the affected benefit is 'Active' and 'Effective Date' of the currency is before claim date. By default, standard currency records is recommended to have start date of 01/01/1900.

To prevent this issue moving forward, please apply the steps in the following related KBA:

2662925 - Users can 'Edit' Objects Without Permissions From Payment Information, Work Order Information & Benefit Enrollment UI

Solution for Scenario 3: Check the rule trace during approval and ensure eligibility Rule is satisfied. For example, if function such as 'Today' is used, then it needs to be evaluated to ensure that eligibility conditions are satisfied during final approval. Check if it can be revised such that the system does the comparison based on the "Request Date" and not the current date.

2662925 - Users can 'Edit' Objects Without Permissions From Payment Information, Work Order Information & Benefit Enrollment UI

'Benefit is ineligible', Benefit is ineligible, Claim, Benefit, Benefit Employee Claim, Workflow, Benefit workflow. Error, Error during benefit claim approval  , KBA , LOD-SF-EC-GBF , Global Benefits , Problem

SAP SuccessFactors Employee Central all versions ; SAP SuccessFactors HCM Suite all versions