The Eligible To Retire Report produces a list of employees showing age, experience and eligible for retirement.
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.
Eligible To Retire Report is the default file name for the report. This can be changed by entering a new file name in the Report Title field.
Select the 'Report Format' from the drop down box
- PDF (download)
- Comma Separated Value (CSV)
- Excel-Data
The Sort By field offers the following choices: **Required Field**
- Employee Number
- Employee Name
- Retirement System/Employee Number
- Retirement System/Employee Name
Include Only Employees Who Are Eligible To Retire? (When checked, only employees who meet the report requirements for retirement eligibility will be shown on the report)
= Excludes Employees Who Are Eligible To Retire?
= Only Include Employees Who Are Eligible To Retire?
Include Archived Employees?
= Includes archived employees
= Excludes archived employees
Select Retirement System from dropdown
- Leave blank to include all
- SERS
- STRS
Select Individual Employees? (Leave empty to select all Employees). To remove from grid, select the employee and click on 
Example of Eligible To Retire Report.pdf
Example of Eligible To Retire Report.csv
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.
Retirement System, District Experience and Total Experience of years are the values as defined for the employee on the employee view.
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 use the Total Years of Experience when determining if an employee is eligible.
- For example: a 60 year old employee has 5 years in the Total Experience column but only 2 years in the District Experience, they should still be flagged as eligible in the age 60 years/5 exp column.
- For example: a 57 year old employee with 30 years in the Total Experience, will be flagged as eligible in the 30 exp column of the report.