Retirement in PeopleSync

This tip sheet provides guidance on the following transactions for retirees:

• Retiring an Employee
• Rehiring a Retired Employee
• Ending the Position/Job of a Retired-Active Employee

Prior to initiating this transaction, please ensure the employee qualifies for retirement. You can review the retirement policy here. If you have questions on employee eligibility, contact PeopleLink.

Once you have determined that the employee is eligible for retirement, follow the steps below.

Steps for retiring an employee

1. Navigate to the employee’s record.
2. Select Actions ellipse, Job Change > Terminate Employee.
3. In the Primary Reason field, select Voluntary > Retirement.
4. Enter the Termination Date.
   • The Last Day of Work and Pay Through Date Fields will automatically populate based on the Termination Date.
5. Complete the Close Position and Is This Position Available for Overlap? fields.
6. Submit transaction.
7. The transaction will route to the HR Partner for approval.
8. Next, it will route to a Senior Service Advisor (SSA) in PeopleLink.
   • The SSA will update the Retiree Status. This is an important step.
   • By adding the retiree flag the record will be marked as retired.
   • The SSA will also include the start date of the Retiree Benefits. This is one day after the termination date.
9. Once the transaction is completed, review the employee record. Next to the name, you will see (Retired) beside the name.
   • Example: Fred Doe (Retired).

Steps for rehiring a retired employee

1. Navigate to the supervisory organization where the new position exists.
2. Select Related Actions > Hire > Hire Employee.
3. Choose Existing Applicant.
   • If you cannot find the employee’s record, contact PeopleLink.
   • Do not select Create New Applicant.
4. Follow the regular hire steps. In the Reason field, be sure to select Reason>Hire Employee – Rehire (Post Retirement).
   • You will find that the Personal ID pages are pre-populated with data from the employee’s previous record.
   • Fields such as gender, DOB, citizenship, government ids will be completed but should be modified as needed.
5. Please take note when updating the Effective Date or Start Date for Adjuncts.
   • When rehiring a retired FT faculty member into an adjunct position, ensure that the effective date or start date of the rehire is after the retirement date. This ensures the continuation of benefit coverage.
   • The retirement date is entered in by a Senior Service Advisor at PeopleLink during the termination process. It is one day after the termination date.
   • To find this date, navigate to the employee record. Select Job > Worker History > View Worker History by Category button.
   • Select the Staffing tab.
   • Find the Add Retiree Status transaction in the business process column. Select the transaction – you will see the Entry date.
   • Example: Ann Doe retired on 8/31. His retirement date entered by PeopleLink is 9/1. She is rehired as an adjunct. The start date is 9/2.
6. The transaction will route to the HR Partner and Finance Executive for approval.
7. Once the rehire transaction is completed, review the employee record. Next to the name, you will see (Retired – Active).
   • Example: Ann Doe (Retired – Active).

Steps for Ending the Job or Position and terminating a Retired – Active Employee

When the job or position of a Retired – Active employee ends

Navigate to the employee record.

1. End all non-primary jobs. Refer to the End Job tip sheet.
2. Click the Actions ellipse > Job Change > Terminate Employee
3. Choose the Primary Reason – >Voluntary Post Retirement
4. Follow the normal termination steps. Refer to the Terminate Employee tip sheet.

Note: it is important that the Termination Date be set as today or future dated, meaning no retro terminations.

After this transaction is completed the record will appear as “Retired” e.g. (Doe, Jane (Retired). Using this process will not have a negative effect on the employee’s benefits.

Last updated in October 2023.