Savings Plans - Copy and Update Record

Procedure Updated: 

Use this procedure to copy an existing Savings Plans (0169) infotype record and update it with necessary changes. Using the Copy action will retain the history of the previous record.


If your benefits office has received notification from DRS  that an employee has been approved for an Override for Special Catch-Up Limits, a new record will arrive in HRMS via GAP. Once the new record arrives, it is the processor's responsibility to select the Start Special Catch-up Limit Override box located on the Bonus Contribution tab. This will process the Special Catch-up.

This action should not be taken in retro, so if this is missed, the dates should be adjusted to process in the current period.

  1. Step 1

    Enter transaction code PA30 in the command field and click the Enter button.

    Command field with Transaction Code PA30

  2. Step 2

    Complete the following field:

    • Personnel no.

    Personnel number field with value 40001000

  3. Step 3

    Click Enter to populate the employee information.

  4. Step 4

    On the Benefits tab, select the Savings Plans radio button.

    Benefits tab opens with Savings Plans radio button selected

  5. Step 5

    Click the Overview button.

  6. Step 6

    Select the radio button to the left of the record you wish to copy.

    Overview table with one record sample

  7. Step 7

    Click the Copy button.

  8. Step 8

    Enter the appropriate Start and To dates.

    Plan data form with Start and To fields highlighted

    • 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. 

    • The Start date should reflect the first day of the period. Please contact Department of Retirement Systems for guidance prior to creating a retroactive record. 

    • Do not correct a PERS 3 plan in retro. Department of Retirement Systems recommends correcting the Savings Plan beginning in the current period and moving forward. Please contact Department of Retirement Systems for guidance.

    • In most cases, the To date should reflect the end date of 12/31/9999.

  9. Step 9

    Enter the necessary changes to the record.

    Plan data form

    • If changing Benefit plan to PERS 3 (P3), enter the correct PERS 3 Benefit Plan from the employee’s Member Information Form and enter the correct Plan Choice Code. You will also need to change the percentage amount on the Regular Contrib. Tab.

  10. Step 10

    Click the Enter button to validate the information.

  11. Step 11

    On the Regular Contrib. (Regular Contribution) tab complete the following field:

    The following field is mandatory:

    • Percentage

    Regular Contrib. tab opens with Percentage field highlighted

    Enter the employee’s contribution percentage for their plan. If you are uncertain of the current percentage rate, click the Enter button one time to see a warning message containing the correct percentage.

  12. Step 12

    Click the Enter button to validate the information.

  13. Step 13

    Click the Save button.