The Retirement Request screen requires the user to manually add a Retirement Request to a specific employee within the organization.

To CREATE a Retirement Request, follow the steps below:

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By default, you will be in Search Mode.

1. Click on the New icon  (you will then be in Insert Mode).
2. Enter the new Retirement Request information. Fields with an asterisk  are mandatory fields.
3. Enter the ID, as required.

• ID: Unique identification code of the Retirement Request

4. Enter the File Number.  

• File Number: Physical File Number associated to this request

5. Retirement Status will be set to Created by default. 
6. Retirement Request Mode is set to Manual automatically.

• Retirement Request Mode: allows the user to view whether the Retirement Request was generated by a batch file (Automatic) or added manually (Manual) by a user

7. Enter the Issue Date.

• Issue Date: Automatically assigned by the system, this is the date when this retirement request has been issued

8. Enter the Effective Date.

• Effective Date: The effective date for this retirement request.  This indicates when the retirement should start.

9. Approved Date will stay empty until it is Approved.

• Approved Date: The approved date is read only

10. Calculation Date is read only.

• Calculation Date: Default value is left blank and will be automatically updated with the System date

11. To enter the Applicant, if required, click on the Lookup icon ,  click on the Find icon  to retrieve the Applicant list, then select the Applicant.

• Applicant: The employee that is applying for this retirement request

12. Employee Assignment is read only and will be updated with the assignment that is System generated.

13. To enter the Effective Assignment, if required, click on the Lookup icon , click on the Find   icon  to retrieve the Effective Assignment list, then select the Effective Assignment.

• Effective Assignment: When adding a new request, this will default to the last assignment of this employee.  The user can change and select a different assignment.  When selecting a new assignment, Salary Transition should change automatically and display the cost item scale step of the latest salary transition of the new assignment selected

14. To enter the Salary Transition it will default to the last effective salary transition of the assignment.

• Salary Transition: Should default to the last effective salary transitions of the assignment from Effective Assignment. This is a read-only function. The user needs to see group-subgroup-level, step, and the amount from salary transition is not the primary key

15. To enter the Retirement Type, if required, click on the Lookup icon ,  click on the Find icon  to retrieve the Retirement Type list, then select the Retirement Type.

• Retirement Type: The retirement type applicable for this particular retirement request. Pick one retirement type from pick list

16. Requested By, is read only

• Requested By: This will be the employee who requested this retirement request

17. Select a Pay Code from the drop-down menu.

• Pay Code: The pay code to be used in order to issue the payments for this benefit plan

18. Calculated Consecutive Periods is read only.

• Calculated Consecutive Periods: The value which was calculated by the System for the Retirement Request. This value includes the periods of service that the employee has worked consecutively

19. Enter Manual Consecutive Periods.

• Manual Consecutive Periods: The value which can be manually entered to override the Calculated Consecutive Periods value. If not entered, the calculated amount will be used

20. Calculated Periods is read only

• Calculated Periods: The value which was calculated by the system for the Retirement Request. This value includes the periods of service that the employee has worked

21. Enter Manual Periods.

• Manual Periods: The value which can be manually entered to override the Calculated Consecutive Periods value. If not entered, the calculated amount will be used

22. Select a Language.

• Language: Language used

23. Enter the Comments.

• Comments: Comments related to this retirement request

To ADD Attachments to the Retirement Request, if required:

1.   Click on the New icon under   to enter the Attachments (refer to Attachments for more information).

2.   Click on the Save and Return icon to save the Attachments information and return to the Retirement Request screen, or click on the Discard icon  to discard the Attachments entry and return to the Retirement Request screen.

3.   Click the individual Select Checkbox (es), under  to select and de-select the Attachment (s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Attachments, if required.

4. Click the Remove icon to remove the selected Attachment, if required.

5. Repeat steps 1 to 4 for all required Attachments.

Retirement Benefits is a read only tab.  It will display the employee's Retirement Benefits according to their plan.

Retirement Calculation Results  is a read only tab.  It will display the results once the request has been calculated.

Click on the Save icon  at the bottom of the Retirement Request page to save your new Retirement Request information. A window will appear to confirm.