Miscellaneous Plans - Change Existing Record
Use this procedure to make a correction to or end an employee’s Miscellaneous Plans (0377) infotype record. Available Miscellaneous Plans are DreamAhead Program (529P), Liberty Mutual Auto/Home Insur (LIBM), Life Insurance (LIFE), and LTD (LTD).
Available Miscellaneous Plans are DreamAhead Program (529P), Liberty Mutual Auto/Home Insurance (LIBM), Life Insurance (LIFE), and LTD (LTD). The DreamAhead Program (529P) is the only plan that benefits processors should maintain directly when performing these procedures.
Employees should be directed to contact the third-party plan administrators for any changes to their Liberty Mutual Auto/Home Insurance (LIBM), Life Insurance (LIFE), or LTD (LTD) enrollment because these records are maintained within HRMS through GAP files from the plan administrators. The possible exception to this is during an emergent Payroll Day 3 situation.
For the DreamAhead Program, before beginning this transaction, the benefits processor should have received an updated DreamAhead Payroll Deduction Form completed by the employee.
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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 Miscellaneous Plans 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 correct or end.
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Step 7
Click the Change button.
TIPS:Using the Change button overwrites the existing record and should only be used when making corrections or ending the record.
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Step 8
Enter the necessary changes to the record.
TIPS:In most cases, the Start date should not be changed. Changing the Start date will delete the record being updated. Making a retroactive change will cause HRMS to retro within payroll, however it will not retro-collect deductions. If updating the Start date, it is recommended to use the first day of the current or a future pay period.
An active record should have an end date of 12/31/9999. If updating the record to stop a deduction, Miscellaneous Plans records should end on the last day of the pay period (the 15th or the last day of the month).
Benefits processors should only end date Miscellaneous Plans (0377) records for Liberty Mutual Auto/Home Insurance (LIBM), Life Insurance (LIFE), or LTD (LTD) if the employee requests the agency to end the deduction; generally, after the employee has contacted the third-party plan administrator.
DreamAhead contributions are post-tax. The minimum contribution for DreamAhead is $5.
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Step 9
Click the Enter button to validate the information.
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Step 10
Click the Save button.