Separates an employee who is retiring.
The official service 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/SRT 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 retired under the FERP program but never actually participated in the program, correct the RETSRT to remove the FERP code.
If the employee has exhausted all available leave credits but CalPERS has not yet accepted the application for service retirement, process a SWB/PDS to remove the employee from active payroll status. When a determination is made, process the RET/SRT or other appropriate action/reason.
If separating a temporary faculty unit employee with a three-year appointment pursuant to Provision 12 of the Collective Bargaining Agreement, [need PS instructions here for removing the 3 year appt. Designation] per HR/EHDB 2004-01.
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/SRT.
If it is known that an individual passed away after retirement, process a TER/DEA.
If the employee is issued a layoff letter, and on or before the effective date of layoff applies for and is granted a service retirement on or before the effective date of a layoff, a RET/SLL 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 service retirement is approved and a leave without pay was processed, void the leave without pay and post a RET/SRT with the same effective date as the leave without pay action/reason.