General Benefits Information - Copy and Update Record
Use this procedure to copy an existing General Benefits Information (0171) infotype record and update it with necessary changes. Using the Copy action will retain the history of the previous record.
All employees must have an active General Benefits Information (0171) infotype record.
For information regarding retirement eligibility, contact the Department of Retirement Systems at (360) 664-7200 or toll free at 1-800-547-6657.
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Step 1
Enter transaction code PA30 in the command field and click the Enter button.
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Step 2
Complete the following field:
- Personnel no.
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Step 3
Click Enter to populate the employee information.
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Step 4
On the Benefits tab, select the General Benefits Information radio button.
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Step 5
Click the Overview button.
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Step 6
Select the radio button to the left of the record you wish to copy.
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Step 7
Click the Copy button.
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Step 8
Enter the appropriate Start and To dates.
TIPS:When using the Copy button, the Start and To dates will populate with the dates of the existing record. Be sure to enter the new Start and To dates to keep the history of the existing record.
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Step 9
Enter the necessary changes to the record.
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Step 10
Click the Enter button to validate the information.
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Step 11
Click the Save button.
TIPS:After saving the General Benefits Information (0171) infotype, HRMS will automatically bring you to the Savings Plans (0169) infotype. Refer to the Savings Plans – Create New Record user procedure to complete this infotype. If no changes are needed to the employee's Savings Plans (0169) infotype, click the Cancel button.