Update retired employees status to Pension
Description of Issue
We have an employee that retired at the end of January. We need to make sure the employee generates a W2 and 1095.
Context
Munis
Payroll
Employee Master
W2
1095
Cause
Resolution
When updating the employee from active to pension:
Keep the employee's current record as active
Create a new employee number using the same information and set the status to Pension
During year end processing, the program will pull respective employee numbers into modules to generate W2 and 1095.
Additional Information
This process is used for updating employees to Benefit Only status as well. A new employee number will be needed to correctly identify the information for both.
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