Asking on behalf of a third party, not as yet on this forum:

"Payroll dept insist that for teachers, due to pension things, if their contract changes (i.e flexible retirement) their Oracle HR record needs terminated and re-created (i.e a new employee number).
Can anyone confirm whether this is standard practise?"

Any takers here?

Not heard of that one before. Is it just flexible retirement or are there other pension things?

Delboy

Dunno mate, will ask the fella concerned - maybes I'll persuade him to sign up here and explain himself!

Nice One.......could be that's how they currently deal with it.

Delboy

Do you mean the person is retiring...ie is a Pensioner

Pension rules these days are a complicated beast, but, as I understand it, flexible retirement means that someone "retires" from the scheme as far as there current contributions are concerned, but continues to work. It may be that they have reached the maximum amount of benefits they can receive.

Hello

I'm the guy with the original question - Clive persuaded me to sign up!

Yes, currently (mostly for teachers although it can happen for other staff), our Payroll department requires us to terminate and employee record and start a new one. The most common occurrence in this is Flexible Retirements but it can also happen if a person changes payroll (eg from Fortnightly payroll to Monthly payroll).

Thanks

Martin

Martin, a warm welcome to the madness that is HCMAces

Regarding (mid tax year) payroll changes, I think there would be a need to terminate/rehire in the case where the old/new payrolls are on different tax references.

This question (and the answer) popped up in another thread a couple of years ago:

http://www.hcmaces.com/forums/ubbthreads...Change#Post5698

Still not 100% sure about what is meant by 'flexible retirement' though - is it a change to an employee's employment status, or is it as our Del Boy thinks, a (possibly temporary) cessation of pension contributions? If it's the latter, that wouldn't sound like a reason to terminate and rehire. Indeed, it could get a bit messy if people dip in and out as the fancy takes them!

This is the reason I was if they where a Pensioner. We have the same thing at the site I am on.

The only reason for re-creating an employee is if they change Payrolls and change Tax-refs which sounds like what is happening.

If you do not Term and rehire then you get TYE issues.

There was an issue a couple of years ago, at a major site

Thanks for the replies.
We have to do it if they change Payrolls, but also if a teacher changes their working hours. We also need to do it if they take Flexible Retirement (which effectively means they go onto new hours and have access to their Pension).

Thanks

Martin

Wow, terminating/rehiring on the basis of a change of hours sounds a bit extreme... must be a nightmare for supply teachers then!

For the 'Flexible Retirement' sounds like you might reasonably want to rehire for that: but only that, not the hours changes. All of this just my opinion you understand, as ever I am more than happy to be shot down by all you pensioner experts - please show all working though!

Just for a bit of background, Martin: are you in the process of implementing Oracle Payroll/HR, and if so what legacy system are you currently using?

I agree CT, it does seem a bit extreme. I'm still not convinced that a flexible retirement requires it but there may be some quirky rule for teachers I'm not aware of. I would be interested in getting some more detail of the procedures that might help us to understand it a bit more.

Delboy

You could well be right about the Flexible Retirement.

My thinking was driven by the notion that terminating someone with the (seeded) reason 'Retirement' has connotations for other areas - it creates a person type usage 'Retiree' which then has knock-on effects for e.g. benefits.

Good Point!

I’ve asked about this at my current site, and whilst changes of hours certainly wouldn’t require a new record, the flexible retirement issue is more difficult.

When a teacher retires mid month but wishes to come back on reduced terms, they need a break in service of 24 hours before they can be rehired again whilst also picking up their pension. This isn’t possible mid month as they need a final process date in place so have to be set up again under a new employee number.

That sounds like a good enough reason then. Thanks for the explanation Chris.

Delboy