FreeBalance Accountability Suite
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Mon, 2010-06-07 09:45 — slind
Overview
This form is used to apply for retirement. It is the first part of the retirement process. The user must enter and select all required information to complete the Retirement Request. At the bottom of the form, the user can click on the tab titled View Calculation Results to analyze the results administered through the Retirement Request process.
Navigation
How to SEARCH:
- Enter the information to be used as retrieval criteria in the appropriate field (s). If you prefer to see a list of all Retirement Requests, leave all fields blank.
- Click on the Find icon
.
The Retirement Request screen includes the following fields:
| Report Fields | Description |
| ID | Unique identification code of the Retirement Request |
| File Number | Physical File Number associated to this request |
| Retirement Status | The current state of the Retirement Request. The first step is to request validation of the Retirement Request from the HR officer. If approved, the Retirement Request continues to the next workflow step. If it is not approved, the Retirement Request is cancelled |
| 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 |
| Issue Date | Automatically assigned by the System, this is the date when this retirement request has been issued |
| Effective Date | The effective date for this retirement request |
| Approved Date | The date when this retirement request has been approved. System generated when it returns as approved |
| Calculation Date | Default value is left blank and will be automatically updated with the System date |
| Retirement Type | The retirement type is a way of defining different retirements. As an example, an employee may retire because of death so there will be a death retirement type. Also, the employee may retire because he/she has reached the retirement age, which would be a mandatory retirement type |
| Applicant | The employee that is applying for this retirement request |
| 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 |
| 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 |
| Requested By | The employee who requested this retirement request |
| Retirement Pay Code | The retirement pay code selected will be used when the employee assignment is created, once the retirement request is approved. Also, the pay code is used to group employees for payroll purposes |
| 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 |
| 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 |
| 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 |
| 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 |
| Language | Language used |
| Comments | Comments related to this retirement request |