Retirement Time
Use the OH Retirement Time page to add, update, and delete SERS retirement information records. You can also create a report of the SERS retirement information for job classes associated with employee pay rates or future pay rates.
Menu path
From the Human Resources menu, select State. From the State-OH menu, select Retirement Time.
Maintain data
On the OH Retirement Time page, specify Search Criteria and select Search.
To add a record, select Add new. Refer to Field descriptions, fill out the information, and select Accept.
To edit, double-click the record. Update the information and select Accept.
To delete a record, select the record and select Delete. Select Yes.
To generate a report, select Print, and then select a Destination:
Select File to create the report in .rpt format. In the File Name field, you can change the default file name.
Select Screen to download the report in .pdf format.
Select Excel to download the report in .xls format. Select the required Excel Options.
Select OK.
Download the .rpt file from the View Files page.
Save the .pdf or .xls file.
For more information about the Print option, refer to Print Reports.
Field descriptions
The following table describes the fields on the OH Retirement Time page.
Field | Description | Data Source or Valid Values |
|---|---|---|
Employee Number | The employee number. Select the lookup icon to search for and select an employee number. This field is view-only. | The field value is retrieved from the Employee Number field on the Employee Information page. |
Last Name | The employee's last name. This field is view-only. | The field value is retrieved from the Last Name field on the Employee Information page. |
Suffix | The employee’s generation suffix. This field is view-only. | The field value is retrieved from the Suffix field on the Employee Information page. |
Middle Name | The employee’s middle name. This field is view-only. | The field value is retrieved from the Middle Name field on the Employee Information page. |
First Name | The employee’s first name. This field is view-only. | The field value is retrieved from the First Name field on the Employee Information page. |
Pay Run | The associated pay run. | Not applicable |
Retirement System | The associated retirement system. | Valid values:
|
SERS Earnings Code | The associated earnings code. | Valid values:
|
Retirement Days | The employee’s retirement days. | Not applicable |
SERS Retirement Hours | The employee’s SERS retirement hours. | Not applicable |
Month to Date SERS Days | The SERS days paid month to date (MTD). This field is view-only. | The field value is retrieved from the SERS Days MTD field on the Payroll Information - State Required page. |
Fiscal Year to Date STRS Days | The STRS days paid fiscal year to date (FTD). This field is view-only. | The field value is retrieved from the STRS Days FTD field on the Payroll Information - State Required page. |
Create file
On the OH Retirement Time page, select Pay Rates Report.
Select the Report Type and Report Criteria.
Select Accept.
Select the Destination for the report:
Select File to save the report in .rpt format.
Select Screen to save the report in .pdf format.
Select Excel to save the report in .xlsx format. Select the required Excel Options.
Click OK.
Save the files and navigate to the folder containing the report file.
Inspect the files. Update data, if needed.
Repeat these steps until all required data is included.
The default file names are:
PDF: oh_payrate_hoursrpt<timestamp>.pdf
Excel: oh_payrate_hoursrpt<timestamp>.xlsx