How do I add new employee information? (State of Washington)
Add the information required by DRS to add a new employee. The DRS requires an organization to submit additional employee information to enroll the employee in the retirement system. For instructions on how to fill in each field, go to the DRS website (https://www.drs.wa.gov/employer/faq.htm).
Before you get started
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Add WA to the State table (Organization > States). Set up the state code with the workers compensation class code.
Adding new employee information (State of Washington)
1. Open Connect Payroll > Employees > Modify Existing Employees.
If you're setting up a new employee, add the employee's information and position before you continue.
2. Click the Job tab > Retirement tab.
The Retirement tab shows the additional information that's required by DRS.
Modify Existing Employees > Job tab > Retirement tab
3. Fill in the additional fields.
For instructions on how to fill in each field, go to the DRS website (https://www.drs.wa.gov/employer/faq.htm).
Retirement qualification date
Enter the retirement qualification date.
Type code
Enter the type code for the type of employer, and in some cases, the type of work performed by the member.
Type change
Select the checkbox when the member type has changed.
Plan code
Enter the plan number of the system in which the member participates.
Disability start date
Enter the disability leave start date. Disability leave for LEOFF members must be reported if the period of leave exceeds three days.
Disability eligibility end date
Enter the disability leave end date. Disability leave for LEOFF members must be reported if the period of leave exceeds three days.
Extended status code
Enter the extended status code for the member.
Investment program
For Plan 3, employers fill this field with:
WSIS to direct member contributions to the Washington State Investment Board.
SELF to direct member contributions to the Self-Directed Investment Program.
Rate option
Enter the applicable value to indicate the rate option the Plan 3 member has selected. There are currently six rate options: A, B, C, D, E, or F.
Plan choice
Enter the two-character code that describes the member's choice.
Plan choice/transfer date
Enter the dates from the Member Information Form (MIF) or the Member Transfer Form.
Member name/address change
Select the checkbox when the member name or address has changed.
System code group
Enter the system code group.
Control number
Enter the control number.
Status code
Enter the status code for the member.
Member name change
Select the checkbox to show the member name has changed.
Address change
Select the checkbox to show the member address has changed.
Disability indicator
Select the checkbox to show the member has a disability.
Tax/Non-tax
Enter the tax/non-tax.
Organization display
Enter the organization display.
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