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How to Track Deceased Retirees in Munis

How to Track Deceased Retirees in Munis





Description of Issue

Client needs to track deceased retirees in Munis for reporting purposes 



Context
  • Enterprise ERP

  • Payroll

  • Employee Maintenance 

  • Employee Master



Cause




Resolution

To track deceased employees in Munis users can create a Misc code type for the tracking of deceased employees in the Inactive or Terminated Reason Codes.

  1. Navigate to Employee Master: Payroll>Employee Maintenance>Employee Master

  2. Search for the retirees that need the inactive field updated with the deceased code

  3. Select the Dates fields of the Employee Master record

  4. Click Update 

  5. Click the Yellow Folder next to the Inactive or Terminated date fields to enter the Misc Codes program

  6. Click Add, then enter the desired code number, and descriptions and choose Accept.

  7. Click Return to return to Employee Master record.

  8. Enter the inactive or terminate date and use the drop down menu to choose the newly created Misc code for the deceased employees

This date and Misc code combination will now allow you to track employees and retirees that have passed away for reporting purposes



Additional Information












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