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.
For further information about how to enter the 'Retirement Date' see: Works Tab
To set up the retirement details for an existing employee:
- 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.
To set up the retirement details for a new employee:
- 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.
To view the retirement report see: Employee Master - Retirement
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.
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