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It is possible to set up the anticipated retirement date of employees and obtain a 'Retirement Report' which gives a listing of employees and their retirement details.

 

Setting Retirement Dates

For further information about how to enter the 'Retirement Date' see the 'Works' tab.

 

Existing employees:

- Go to the 'Edit', then 'Employee Master' menu options

- Select the employee whose retirement details are being edited

- Go to the 'Works' Tab

- Enter the retirement date manually or by selecting the date after pressing the ellipsis [ . . . ] button

- Press 'Ok' to save changes.

 

New employees:

- When creating the new employee a default retirement age will come through automatically on the 'Works Info' tab.

- The default retirement age has been set to 65 based on the Date of Birth that has been entered.

 

Retirement Report

To view the retirement report.

 

In the system to view the Retirement Report:

- Go to the 'View', 'Edit Menu Listing', 'Employee Master', then 'Retirement Details' menu options

- Enter the range selection

- Press 'Ok'

 

The report also shows the period worked to date.