Manage Employee Retiree Status

The purpose of this tip sheet is to help you manage the retiree status for an NYU employee. This includes the process to add and remove retiree status for an employee.

In PeopleSync, an employee’s retiree status will be managed by the Benefits Partner and Retiree Partner depending on when the retiree status is being added or removed. When retiree status needs to be updated, the Benefits Partner should always be the first point of contact who only escalates the request to the Retiree Partner as needed. Once the retiree status of the employee has been updated, this information will automatically be routed to ADP.

If the employee meets the appropriate criteria, his or her NYU retiree status will be added or removed as a sub-process within the following business processes in PeopleSync:

  • Termination (Add Retiree Status)
  • Hire (Rehire) (Remove Retiree Status)

Add retiree status

If adding an employee’s retiree status ad hoc, begin with step 1 in the table. If adding an employee’s NYU retiree status as part of a staffing transaction, begin with step 5 in the table.

In some scenarios, the Benefits Partner will be required to look at prior employee history outside of PeopleSync to determine retiree status.

Steps

  1. Enter the name of the employee you are placing on leave into the Search bar.
  2. Locate and click the employee’s name in the Search results.
  3. Click the Actions ellipse button next to the name of the position.
  4. Select the Add Retiree Status task under the Retirement menu.
  5. The Add Retiree Status page displays. Enter the Effective Date, Reason, and Retiree Organization.
    • In the unfortunate event of an active employee passing away during his or her service, retiree status may be added for his or her survivor(s). There is a separate reason for this scenario.
    • Retiree Org is the only organization to select from and the employee will be placed into the Retiree organization.

remove retiree status

If removing an employee’s retiree status ad hoc, begin with step 1 in the table. If removing an employee’s NYU retiree status as part of a staffing transaction, begin with step 5 in the table.

Steps

  1. Enter the name of the employee you are placing on leave into the Search bar.
  2. Locate and click the employee’s name in the Search results.
  3. Click the Actions ellipse button next to the name of the position.
  4. Select the Remove Retiree Status task under the Retirement menu.
  5. On the Remove Retiree Status page enter the Effective Date and Reason.
    • Retiree Org will default as the Retiree Organization and the employee will automatically be removed from that organization when submitted.

Last updated in May 2014.