Establishing Retiree Administration

These setup procedures are required to support the tracking of personal and job data for retirees and beneficiaries:

• Set up for multiple jobs – Since retiree jobs are concurrent with an employee’s original job, the system must be set up to support multiple jobs.

• Set up for multiple companies – Each pension plan will be setup as a retiree company. On the Installation Table, ensure that the Multi-Company Organization check-box is selected.

• Set up for retiree departments – All pension payees belong to departments. You can implement this in a manner that is meaningful to the organization (for example, retired employees, beneficiaries and so on).

• Set up control tables – Enter locations, job codes, earnings programs and pay groups for each retiree company.