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Managing paid retirees with benefits — Cloud Customer Connect
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Managing paid retirees with benefits

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edited Sep 5, 2020 12:10AM in Benefits 4 comments

Summary

Looking for any lessons learned or experiences

Content

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.

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