Eligible To Retire Report

Owned by Andrea Boehm
Last updated: Jan 25, 2024 by Lori Nye
3 min read

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. 

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) 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.