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The Eligible To Retire Report produces a list of employees showing age, experience and eligible for retirement.  Have the option to run for both SERS and STRS employees or just STRS or just SERS employees.

Field Definitions

The Save and Recall option , allows the users to create and save certain reports  for different report runs for each report option.  The Default option is the original SSDT report and the Most Recent is the last report that was ran by the user.  If the report is no longer needed, click on to delete the report.  The Default reports cannot be deleted. 

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Example of Eligible To Retire Report.xls

How the report pulls data to determine employee eligible for retirement

The Age of the employee on the report is determined using the current date and birth date of the employee from the employee view. 

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To Exclude Archived Employees, leave unchecked, 'Include Archived Employees' option

Report will include ALL Active and Non Active positions for the retirement system (also depends on how 'Include Archived Employees' is defined)

The eligible for retirement columns (60 years/5 exp, 55 years/25 exp, 30 exp)other than SERs retirement column on the report, will  will use the Total Years of Experience when determining if an employee is eligible. 

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