Retirement Benefits Calculation Report

Overview

The Retirement Benefits Calculation Report details all the employee benefit information according to the retirement type, description and the details for the calculation including the estimated amounts to receive based on the current assignments and salary scales.

An example of this report is shown below:

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Definition of Report Fields

The Retirement Benefits Calculation Report includes the following fields:

Report Fields	Description
Applicant ID	Retirement request ID is automatically generated.
Date	Current date and time.
User	Employee administering the retirement benefits calculation report.
Status	Retirement Request status can be: Created, Validation Requested, Validation approved, Validation rejected, Calculated, Approval Requested, Rejected, Approved, Cancelled
Name of Officer	Applicants, individual who is to receive the retirement benefits, first and last name.
Ministry/Agency/Dept/LG:	Ministry, Agency, Department, or Government, which the applicant is seeking retirement benefits from.
Appointment at date of retirement	Employee position or last assignment help before the date of retirement.
Date of Termination	End date of the assignment: the last day worked of the employee.
Retirement Date	The effective date for this retirement request.
Date of Birth	Employee birthday.
Age at Termination	Age of employee at termination.
Years	Age of employee in years.
Months	Age of employee in months.
Days	Age of employee in days.
Type of Retirement	Retirement type name can be: Voluntary, Retirement by Death, or Mandatory Retirement.
Length of Service	Number days/hour/units an employee has worked for the institution.
Months	Number of Months employee has worked for the institution.
Maximum Consecutive Service	Number of periods between the start date of the first assignment and the effective date of retirement.
Months	Number of months between the start date of the first assignment and the effective date of retirement.
Final Pensionable Emoluments	Final pensionable salary or wage.
Scale	Salary scale of employee at retirement.
Benefit	Retirement benefit name.
Benefit Calculation Formula	Retirement benefit calculation formula.
Maximum Number of Payments	Maximum number of pension payments, which is determine during pension calculation. If there is no maximum then the benefit will be paid until the death of the employee.
Beneficiaries	Individual(s) who are to receive the retirement benefit (Applicable when the benefit goes to the employee's beneficiaries).
Amount Awarded per pay period	Pension amount awarded per pay period.
Amount Awarded Annually	Pension amount awarded annually.
Full Name	Last Name and Full Name of beneficiary.
Date of Birth	The beneficiary's date of birth.
Guardian/Responsible	Guardian of beneficiary.
Amount Awarded	Amount of pension awarded to a given beneficiary.
S1	Total of annual benefits.
Total Annual Benefits	Amount awarded per pay period x the number of pay periods in a year.
Date	Date signed by the Principal Pensions Officer.
Principal Pensions Officer	Signature of Principal Pensions Officer
Examined Date	Date Retirement Request was by the Auditor General.
Auditor General	Signature of Auditor General
Date	Date of signature from the Permanent Secretary for Ministry of Public Service.
Reference	Reference Code.
Permanent Secretary for Ministry of Public Service	Signature of Permanent Secretary for Ministry of Public Service.

Generation of the Report

The Retirement Benefits Calculation Reports details all the employee benefit information according to the: retirement type, description and the details for the calculation including the estimated amounts to receive based on the current assignments and salary scales.

To GENERATE the Retirement Benefits Calculation Report, follow the steps below:

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The Retirement Benefits Calculation Report includes the following filter criteria available for the report:

Employee - Employee unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Employee unit. If selected, the report will include the selected Employee Unit and all Employees below the selected unit. Refer to Employees for more information.

If all filter criteria are left blank, all Employees will be included in the Report, as well as the Employees allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.