Separates an employee who would otherwise have been subject to layoff from active service because of a disability that has been approved by CalPERS. The use of this transaction establishes certain reinstatement rights.
The official disability retirement date is determined by CalPERS.
If initiated by the employee, the effective date is the calendar day preceding the official retirement date.
If retirement is approved after an involuntary leave of absence LOA/INV, the effective date is based on the date of the application for disability retirement.
The official disability retirement date is determined by CalPERS and may not be the same, nor overlap, the last date an employee is on payroll. For example, if the official retirement date is 06/30/2010, the effective date of the RET/DLL must be 06/29/2010. The last date worked can be 06/29/2010 or earlier. The effective date is never earlier than what the retirement system has provided.
To avoid potential benefit problems, the time between the last day physically worked and the effective date may be covered by sick leave, vacation, CTO, informal leave (dock) or leave of absence unless the employee resigns or otherwise separates before the official retirement date.
If the employee has exhausted all available leave credits but CalPERS has not yet accepted the application for disability retirement, process a SWB/PDS to remove the employee from active payroll status. When a determination is made, process the RET/DLL or other appropriate action/reason. [In PS do you have to return the employee first?] Do not void the SWB/PDS unless the effective date is prior to the proper transactions.
An employee who opts to retire while on a paid or unpaid leave of absence (including IDL, TD and NDI) must be reinstated before processing the RET/DLL.
If the employee is issued a layoff letter, and on or before the effective date of layoff applies for and is accepted for disability retirement, a RET/DLL action must be used.
If an employee is retiring and has more than one position, enter all documented sick leave hours on the primary position only.
If disability retirement is approved and a leave without pay was processed, void the leave without pay and post a RET/DLL with the same effective date as the leave without pay action/reason.