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:

  1. Keep the employee's current record as active

  2. Create a new employee number using the same information and set the status to Pension

  3. 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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