Managing paid retirees with benefits
SummaryLooking for any lessons learned or experiences
We are exploring options to manage Retiree benefits in the US.
Points to consider:
- retirees can be paid via payroll but are not active employees
- do not want them searchable in the directory (Exclude using security profile)
- possibly allowing access to the application
- any downstream effects (i.e reporting, etc)
We have considered the following 2 options.
1) Term the Work relationship and correct the employment record to the assignment status to Inactive - Payroll eligible (R13 this will be available on the Manage WR page). The Retiree will remain a Person type Employee but will not be available in the directory because they are inactive.