Miscellaneous Plans - Copy and Update Record
Use this procedure to copy an existing employee’s DreamAhead Program (529P) record on their Miscellaneous Plans (0377) infotype and update it with necessary changes. Using the Copy action will retain the history of the previous record.
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
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 copy.
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Step 7
Click the Copy button.
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Step 8
Enter the necessary changes to the record.
TIPS:An active record should have an end date of 12/31/9999. If creating a record for a pre-determined timeframe, Miscellaneous Plans records should end on the last day of the pay period (the 15th or the last day of the month).
For changes to the (Post-tax) Contribution amount, select the Regular Contr. Tab.
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.
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.