Employer Internet User manual Local Government Pension Scheme
Contents
1. Humber of Documents 26 PCSCAN BACKLOG BPA LICL Simultaneous Display Consecutive Display f Refresh The documents relating to the calculation that you have just completed will be shown at the top of the list You will need to print off the documents shown with the current date and time of the calc Select and open the documents one at a time by clicking once to highlight the required document and then clicking on the Consecutive Display button at the bottom of the page To print the calculation wait until the document has opened then click on Session on the top tool bar and select Print from the drop down list To print the word documents EARLYCOSTY amp ESTRETW wait until the document has opened then click on File on the top tool bar and select Print from the drop down list The documents should then be produced by your office printer 3 5 LEAVERS From the User Data View toolbar select the MEMBER LEAVING screen This screen is split into three pages 1 Leaving Details Pensionable Pay 2 Early Retirement Refund 3 Misc Leaver Info Reduced Service User Data Yie EJ Pension Death Estimates End 2 End Measure Employment A65 C f Member Leaving Work through each page and enter the relevant information relating to the selected reason for leaving Page 1 Page 2 Page 3 Leaving Details Voluntary Resign FE Compulsary Redund2. Documents on the top tool bar then select Document List All from the drop down list The documents take several seconds to load but if the screen sticks on Merging Documents the system is merging a Word document into AXIS then hold down the Alt and Tab keys together and tab along to the Word Icon The documents list will then appear Date Time User Doc Ld Procedure Task Src Typ Prt Doc __ 30 01 2007 12 06 TMS SAF HLREDNEFFM ESTVN ESTVANT C Q Y O CURR 30 01 2007 12 06 YYSISA EARLYCOSTE ESTVAN WESTVANT C Q Y O CURR 30 01 2007 12 06 YIMSI8A CONVERSION ESTVAN EQTVANT C Q N_ O CURR 30 01 2007 12 06 TMSI8A PENLTA _ ESTVAN ESTVANT C Q MN O WORD 30 01 2007 12 06 KIMSISA HLREDNEFFO ESTVAN ESTVANT C Q N O CURR 3070172007 12 06 NiSi8A_ EARLYCOSTY_ esTvAN_Destvani Je Jo Y 0 WORD EET R EE E A E 0 WORD 26 01 2007 14 48 BDF21A TOSTES um AN ESTWANI I T 5CAN 13 12 2006 01 38 5DM265 NEWABSHBSI Ben 50 C _ JA Y O HIST 13 12 2006 01 38 SDM265 HLABS Ben 50 C _ A Y O HIST eE E eee a eae A gt gt 0x z006 ee ESTACEEENW ESIXAN ee T 0 23 08 2006 16 26 BCB23A PENLTA __ ESTVAN _ ESTWANI I Q 23 08 2006 16 26 BCB23A 001001107E _ ESTVAN _ ESTWANI C Q 2570672004 14 21 BPK30C PURCHASE Oo o PET A E en ee 19 08 2003 15 20 TMSISA STACPX_ STARTER STACPX_ I Th a l a a a
3. Opt Out m Voluntary Redund e Normal Retirement ml Efficiency B Emp Consent jen Ill Health Mi Emp Consent Reduced Ba Death in Service irs Date of Leaving 16 08 2005 Pensionable Pay Actual Pay DOL 15795 00 Actual Pay DOL WT 15795 00 Pensionable Pay 15795 00 Pensionable Pay WTE 15795 00 Page 1 Page 2 Page 3 Early Retirement Compensation Paymen Redundancy Payment Added Years yy ddd Augmentation yy ddd Refund Current Year Previous Year LGPS EES 550 00 750 00 Current Year Previous Year Contracted Out Earn 5795 00 5700 00 Page 1 Page 2 Page a Misc Leaver Info Outstanding Conts LGPS EES Reduced Service Service Reason SICK SICK LOA MAT 01 01 2005 Service Reduced To Service Reduced Fro Reduced Pay ia NIL Pay Y 30 01 2005 wv Leaving Details If there isn t a specific box to match the reason for leaving i e Dismissal or Transfer to enter Y in the Voluntary Resignation box as reason for leaving and when the EMPLEAVE document opens overtype Voluntary Resignation with the actual reason for leaving ie Dismissal etc Redundancy Cases Employees under the age of 50 are not entitled to the immediate payment of their pension In these cases as above enter Y in the Voluntary Resignation box as reason for leaving and when the EMPLEAVE document opens overtype Voluntary Resignation wi
4. leave the PT Hours Percentage blank example 2 Example 1 DCCPS PT Hrs Pcent PT Ind Stat Not Ind Stat Not Prt Reqd 0170471996 P m Date Of Change PT Hours Percentage al Example 2 DCCPS PT Hrs Pcent PT Ind Stat Not Ind Stat Not Prt Reqd 01 04 1996 20 00 40 00 Y P I Date Of Change PT Hours Percentage You can use this screen to Insert up to 10 changes in hours at a time If you want to check the full service details of an employee you will need to go to the Service History General Amendments This screen allows you to make changes to the member personal information The screen below shows the fields that can be updated by using the drop down options or overtyping the information currently held If you update the surname if the members changes their name e g marriage deed poll you must Tick the Update Prev Surname box this ensures that we maintain a permanent record of all names that have been used by this employee If you update the address you must tick the Historise Amendment box to ensure that we maintain a permanent record of all previous addresses used by this employee The Address should be completed in CAPITALS using a separate line for each part of the address and without any punctuation or abbreviations The address as input will be dropped onto any documents printed from the member s record 4 AXISe Pension Systems Live1 lhl General Amendments 2 Session Edit Vie
5. per annum Amount entered would be 20 000 WT Equivalent For term time only staff the whole time equivalent pay is the pay from the spinal column point before any adjustments are made You will not be able to see the record until the Pensions Unit has processed the relevant interface file Any fields not shown or detailed above do not require completion 3 2 MEMBER MAINTENANCE From the Main Menu select MEMBER MAINTENANCE This is the starting point for member enquiries or amendments Type in the employees NI No and click OK to search for their pension record Alternatively you can use any of the various fields to lookup the member record You can enter full or part references to search on wildcards are entered by putting an asterisk after the wildcard entry E g BROW will search for all names beginning with BROW Once you have located the member the member maintenance screen is used to view all the associated DATA VIEWS view documents and update information To ensure easy access to the data views you may need to go to View on the top tool bar select Toolbars from the drop down list and tick AX Se Tool Bar Current Views User Views If you log out at this point and save changes to System and then log on again these data views will always appear at the right hand side of the screen This screen is the starting point for dealing with Variations Contractual or Personal Changes producin
6. 1 CLEVELAND C C Current Data X Member Summary Basic Details Early Ret Employer Consent Service History Scheme Contribs Remuneration Final Pay 31 12 2006 7500 00 Sir ewes Prev Yrs Final Pay 9600 00 Effective Date 31 12 2004 Stat Notice Hist Augmented Service 00 000 Ue Daned Data IR Max Final Pay 7500 00 Benefit Options Benefit Conversion N Dedn from Lump Sum 0 00 Waive any Act Red AXIS The Final Pay box will need to be overtyped with the whole time Pensionable Pay at the date of leaving Do not change the IR Max Final Pay figure The other boxes do not need altering unless one of the following applies If a higher pay figure from a previous year is to be used in the calculation best of the last 3 years or longer if a Certificate of Reduction in Pay has been issued this should be input in the Prev Yrs Final Pay box If a previous years pay is used then the Effective Date will be the year to which the higher pay figure relates remember the day and month must be as the date of leaving i e 31 12 2004 in the example above If the employee owes arrears of pension contributions the amount should be input in the Dedn from Lump Sum box The Benefit Conversion and Waive any Actuarial Reduction boxes will default to N but this can be changed to a Y if estimates with these options
7. As benefits can be calculated using the best of the last 3 years pay or longer if a Certificate of Reduction in Pay has been issued you will need to check whether this applies to this employee and if so make a note of the higher pensionable pay figure and the year to which it relates VA v on the To produce the estimate of pension entitlement click on the Benefit Calculation icon AXIS toolbar and the following screen will become available e AXISe Pension Systems Test ersion test lhl Benefit Options e Session Edit View General Data Views Current t Prints TaskMan Documents Ben Cales Choic Xe meN Dy fi CLEE terface Window Help Member E FLINTSTONE N242424F Scheme T01 CLEVELAND C C Current Data ase Member Summary Basic Details Current Status Active Event Service History Scheme Contrib Effective From 01 04 1996 pea Remuneration Type of Calculation Prospective Member Address Stat Notice Hist Date of Event 31 12 2006 Redundancy Efficiency User Defined Data Hate for Calculation rf Ill health Retirement Transfer In AVC Serv Credit Trace Transfer Out Service Purchase Divorce Lifestyle The Type of Calculation will be Prospective The Date of Event will be the proposed date of retirement and the Date for calculation box can be left blank In the Event box select the type of estimate that you require Pension for early retirement
8. Employer Internet User manual Local Government Pension Scheme Version 5 Last updated 12 05 2009 If you have any queries please contact the Pensions Unit on telephone number 01642 727777 1 0 Introduction Employer Internet has been introduced to allow employers to connect to the Pension Fund s administration system Once connected employers are able to View create and amend member data Perform Benefit Calculations Produce amp View documents Connections are made to the Pension Fund s system via the internet using a web client The web client runs through a web browser and is secured using 128 bit encryption 2 0 Accessing the System To access the system you will need user accounts and passwords these will be issued by the Pensions Unit If new users are required please send an email to the Pensions Unit requesting access to Employer Internet The user accounts will be allocated to an individual and must not be shared with other people as an audit log is produced to show entries made on the system You will need to supply the following details Name of User telephone number and email address Logging On Open you web browser and enter the site name URL as follows https portal middlesbrough gov uk The homepage of the site will be displayed as follows A Miia name WPI nein Micmeolt mermi Eoqalaner Ble dt Yem Favorites Tools teb O O DAA Ae from O 2S OLS S Aah A hitpa portal micdiesbe ough gore
9. Pay E Weeks Paid o20aos a1gos 1307100 a00 o S f aA 0104 05 01 03 06 13455 00 WoO E Both the Actual Pensionable Pay and Whole Time Equivalent Pensionable Pay is to be completed to show the figures that were used to calculate the Pensionable Pay Amounts on Page 1 As benefits can be calculated using the best of the last 3 years pay or longer if a Certificate of Reduction in Pay has been issued you will need to check whether this applies to this employee and if so show details of the higher pensionable pay figure and the year to which it relates In these cases we also still need to know the pensionable pay at the date of leaving Shift Allowances etc should be shown in the Any other Pensionable Earnings box The EMPLEAVE document is generated to ensure a snap shot in time of the information that was provided by the employer amp user The document does not need to be printed and is permanently stored on the member record Once you have checked the details on the document click the mls AXISe button on the toolbar and you will be asked to Save Changes choose YES You will then be returned to AXIS and the Summary screen showing details of your EMPLEAVE document To exit out you can now hit the button and return to the Member Maintenance screen A task indicator will be automatically generated on the employees record to signal to the Pensions Unit that the member is a leaver and f
10. Table Window Help Type a question for help v X DBEIGR F GS BBS I amp insert Merge Field FEE zA T o Gikead J i axse D i Aq Normal 10 pt Arial 10 fis B Z U E SB fee JEFF Z A Fiama rea eee 7 ap SiS B B B insert wordried 52 B RAIN df l gt We By Bs Ra Bs insert Merge Field fl Mf Se imaOCBBea gms AR RPiarzaaiei4om joak e 20 AE ed T I a I E ll Cs Oe CC 0 CCCs 0 1 CC CC F lt 0 ll O ee CC es i 1 i i i g 1 i i i 1 i i i 1 1 i i i EMPLOYER INTERNET LEAVER FORM MEMBER DETAILS Surname Albatross Initials N NI Number 331717172 LEAVER DETAILS Reason for Leaving Normal Retirement Date of Leaving 01 03 2006 pre RETIREMENT Redundancy Payment COMPENSATOREY ADDED YEARS LUMP SUM Compensatory Added Years Lump Sum Compensation foo Inclusive of redundancy payment AUGMENTATION Additional period of membership i PENSION CONTRIBUTIONS OUTSTANDING PENSION CONTRIBUTIONS Current Tax Year Previous Tax Year Employees Contributions 0 00 000 0 00 8 Contracted Out Earnings 0 00 0 00 S PERIODS OF SERVICE ON REDUCED NIL PAY PENSIONABLE PAY s Pay Uale U 12006 1s array at Ve 6729 00 Whole time equivalent 13458 00 Pensionable pay 6713 09 Whole time equivalent 13426 19 Misc Information te Ce EMPLOYER USER INFORMATION Employer
11. User Neale Watson Date Created 8th February 2006 FTM PAER A E EEEE A i Drawy Lg AutoShapes N n 0 AD A A Erreg EET Page 1 Sec 1 1 2 At 16mm Ln 1 Coli REC TRK EXT OVR English U K The details shown in red ink are automatically put onto the document from the information input on the member leaving screens however if alterations are needed they can be overtyped as appropriate Pension Contributions This needs to be completed if the member has left with less than 3 months service and will therefore be entitled to a refund from the Pensions Unit Outstanding Pension Contributions This needs to be completed if there are arrears of contributions owed by the employee Misc Information This section can be typed into to provide any relevant leaver information that cannot be input on the Member Leaving Screens such as unauthorised absences or authorised absences where the unpaid pension contributions have not been repaid Page 2 PENSI ONABLE PAY Actual Pensionable Pa paid for work carried out during the requested period 4 Sumber of Hours Any other Pensionable Earnings with Sumber of e a nee H siat ae description Contractual UM et eld Weeks Paid aaa simans 0 eso Sst vov moe se7zo00 meso f SSC Whole Time Equivalent of Pensionable Pay shown above Sumber of Hours Any other Pensionable Earnings with Sumber of Date Date as ar description Contractual From To Hourly Basic
12. are required When complete click the Thumbs Up icon on the AXIS toolbar and Save data when prompted 4 axlSe Pension Sys tems Test Yersion test lhl Benefit Calculation Results 5 x pps ask Man JOCUMEN fen Cales Choice Interface Y f 7 Generate Documents Nominated Quote TN242424F Page 1 Page 2 Page 3 Page 4 Page 5 Early Ret Employer Consent QUOTATION a mig moaicistn RETIREMENT GENEFITS EARLY RET PERCENT REDUCTIGN Retirement Pension 638 08 Pre 01 01 2007 Service 09 184 Augmented Pension 0 00 Reduction Period 08 128 Spouse s Pension 570 25 Pension Redn age 44 0522 Augmented Spouse Pen 0 00 Lump Sum Redn age 22 0522 PI on Pension 22 34 Post Service 00 000 Ret Grant Before Conv 2666 97 Reduction Period 00 000 Augmented Ret Grant 0 00 Pension Redn age 0 0000 Interest for Late Pay 0 00 Lump Siro x PI on Retirement Grant as 87 gt SS gt Lump Sum Deduction 0 00 Final 2 Quotation Storage Trivial Commutation 0 00 PI Mul PI Ett No Cancel No Warn 06 No Res 01 EA The next screen will show the calculation details click on the Pen Nib icon on the AXIS toolbar and a box will appear called Quotation Storage click on the No box an employee could have several quotes calculated on different scenarios and saving all the details would clog up the system Go back to the Member Summary screen Click on
13. date and time order and also display the user who created it Simply single click the document you created to mark it and then hit the Consecutive Display button at the bottom of the screen to open tt 8 2006 14 22 5 E H H I f F D mi Word will now launch and your document will open As with any WORD document you can now make amendments as required Once satisfied click the aa B button on the toolbar and you will be asked to Save Changes choose YES You will then be returned to an AXISe summary screen showing details of your EMPLEAVE document From here you can now leave the record
14. er _ Fax Number a E Mail Part Time amp Part Time Hours Whole Time Part time Variable Time Casual Term Time only Pay On Entry This field is left blank to indicate a full time employee works 37 hours Per week 52 weeks of the year if term time only see below Enter Y amp Part time hours worked by the employee These should always be entered as decimals in the following format 18 75 37 00 Employee works 18hrs 45mins per week over a whole time of 37hrs Whole time equivalent should be entered as 37 00 hours for ALL members if term time only see below Enter V amp average hours worked by employee and whole time as 37 00 hours if term time only see below Enter C do not list any hours worked ENTER Y in Part time Hours need to be adjusted to reflect that they do not work 52 weeks a year Examples Employee works 17 hours per week for 44 4 weeks a year this should be recorded as 17 x 44 4 52 14 14 48 per week and entered on system as 14 48 37 00 Employee works whole time 30 hours per week for 44 4 weeks a year this should be recorded as 30 x 44 4 52 14 25 55 per week and entered on the system as 25 55 37 00 Employee works 37 hours per week for 44 4 weeks a year this should be recorded aS 37 x 44 4 52 14 31 51 per week and entered on the system as 31 51 37 00 This is the Whole Time Equivalent Pay of the employee f employee works 18 50 hrs and earns 10 000
15. g Pension Estimates and inputting Leavers AXISe Pension Systems Live1 Ihl Member Summary Identification e Session Edit View General Xe mie t wy Documents Ics Choice Window Help Employer Internet Surnane Part Tine nee Forenames a Linked Members Sex oa o Documents NI Number ae Supn Ref F Tasks Payroll Ref Ss Dept Id a Address Line 1 rr el E Post Code E Mail Address Scheme EMPLOYER INTERNET Age Service Emper No 00888 Employer Internet Date Joined Sch Fund Status Date From Date Comm Curr Employ EnpTyp Normal Pension Date Date of Birth Eligible Retirement Spare Sel Last Calc Payroll Payee Status Pay No Employment Number Reason for Leaving Access Code eei ArcEx gE Checked ies fim AXIS 3 3 VARIATIONS Contractual or Personal Changes Amendments to records are instigated from the Interface icon located on the AXIS toolbar and fall into the following areas C General Amendments Leavers AXISE Select the option you want and click OK Part Time Hours Change The current or last notified hours are shown towards the top of the screen If the employee had been whole time the PT Hours Percentage would be blank To show a change right click within the box and select Insert Enter the date the hours changed and then the new PT Hours Percentage example 1 If the member is going from p t to w t enter the date the hours changed and then
16. k yew Fates Jook tiep Q O aG Poe krs O Z a a a Address hetps iioort al nadiiesbe ough gere hri ineto armpje ad Mrameset ip Middlesbrough ray MetaFrame XP Applications Welcome to your personalized view of MetaFrame XP applications The Applications box contains icons for the applications that you can use Click an icon to launch an application Click Refresh to view the latest applications Click Settings to change your settings Click a folder icon to display its contents If you have problems using ari apphcatior please contact your help desk or system admirstrator for more information Middlesbrough Council HBS Message Centre If you do not know your login information please contact the IT Services Helpdesk on 01642 263454 IT Melpdesk operng hours are 8 30am 5 00pen Mon Thurs and 8 30arn 4 30pen Fn amp prior to connecting to the applications users are required to have the Citrix ICA Web Client Plug In installed To download the ICA chent software for Windows cick here For other clients and information on Citrix ICA Client software click here To open up the Pensions Administration System click single click on the Pensions Icon eC in the applications panel To access and use the Pensions Administration System you will be asked to supply logon details on each of 2 screens These screens will be displayed in sequence and require you to input your user name and password AXISe Pension Sy
17. stems Live1 hl 2 Session Edit View Window Help Screen 1 Service NLIVE canci Followed by screen 2 AxISe Pension Systems Live1 lhl 2 Session Edit View General Window Help X Journal Ref EMPTST UNAUTHORISED ACCESS TO THIS SYSTEM IS AN OFFENCE UNDER THE COMPUTER MISUSE ACT 1990 Password After successfully entering your username and password the main menu for Employer Internet is displayed as follows General interrogation screen search for members access different data views within a member record update data request information perform estimates etc New member creation screen Your inbox lists all items that require action The list is in date and priority order Out of date items are colour coded Menu facilities to access the icons above and change your password 3 0 Using the Pensions Admin System 3 1 NEW STARTERS From the Main Menu select NEW STARTER iJ The first thing you must enter is the National Insurance number of the employee NEW STARTER NI Number 33171717D When entered AXI Se will search to check a record does not already exist on the system If there is already a record on the system the starter screen will appear with all the fields completed this is displaying the existing record on AXI Se If a record does not already exist the screen will appear as below NI Number JJ171717D Supn Ref _ a Payroll Ref Saas Dept Id it ong S
18. th Redundancy We do not need details of redundancy payments in these cases Employees aged 50 or over are entitled to have their pension paid immediately tick the appropriate box Compulsory Redund or Voluntary Redund and enter details of any enhancements in the Early Retirement section on page 2 Once the Member Leaving screens are completed go to the Interface icon Tz located on the AXIS toolbar and then select Leavers from the available options Enter the Date of Leaving in the box provided If the member address has changed from that which is currently displayed on AXISe update the address and check Historise Amendment Not to be ticked if address has not changed The Address should be completed in CAPITALS using a separate line for each part of the address and without any punctuation or abbreviations The address as input will be dropped onto any documents printed from the member s record When you exit the screen by clicking Member Summary from the toolbar you will be taken directly into the document Generation menu where a document called EMPLEAVE will be created Action Select GENERATE Click OK and the document will be created through AXIS Word Integration Example of merged EMPLEAVE document This is a 2 page document Page 1 LEAVING DETAILS Gh EMPLEA YEJ171717Zalbatross08022006143130 doc Microsoft Word laj x Ewi File Edit View Insert Format Tools
19. ubfcirigiresbatramesqoycef aul iogin apr enetaco Limi ay Middlesbrough mes a arn twa Is AUTHORIFED USERS ONL You are about te log in ta the Middlesbrough cowe HES private network You are responsible for all actions attributable to your log on ed Go mot disclose your passvrond bo anyone Access fo this network should oniy be made from aukhionsed workstations or devices Pleate do not leave the session unattended at any time and nsure that you log out comectly when your session is complete Clicking an the log in button signifies your awareness af arid agreement to abide by iha authanty s Information Secunty Pokey Ss UnaWthond acest by any mdwvidual may lead to presecutior Middlesbrough Coungl HBS Message Centre IT you do not know your login informator please contact the JT Serweces Helodesk on leds 263454 IT Helpdesk opening hours ae 8 30am Sotpm ian Thurs and 5 30am 4 30m Fn amp prior to Conmmecting ta the applcations users are required to have the Citi ICA web Client Pug in instalbyd To downoad the ICA client software for Windows glick Fury For other clients and information on Citrix WEA Client software click here P I Oe Enter your Username and Password select your connection speed appropriate to your organisation s Internet connection and then click Log In Your desktop will then be displayed within the browser window D MetaFrame XP Microsoft Internet Explorer Ge E
20. urname eee Title o Marital Status Forenames n Sex Date of Birth Scheme T01 DofB Verified EmpTyp l Disclosure Opt Out Emper No 00888 Part Time gt Part Time Hours Date Joined Fund ee Pay on Entry i Employment Number all Previous Surname E ad Address Line 1 es Check i e Address Line 2 Address Line 3 Set Address Line 4 Address Line 5 p Post Code n Telephone Number 35 Fax Number SSE E Mail E The Scheme and Emper No are defaulted to the Employer Internet scheme and your employer code This screen should be completed as below wea tl 331717170 SUAN RET p The Address should be Payroll Ref 1235 Dept Id T Surname FLINTSTONE Title Mr Marital Status s completed In CAPITALS Forenames EDGAR i t Sex Male gt Date of Birth 09 05 1980 USING a separate line for Te T01 C DofB Verified each part of the address and EmpTyp or gt officer T Disclosure Opt Out without any punctuation or Emper No 00888 Employer Internet abbreviations Part Time ly gt Part Time Hours 18 75 37 00 Date Joined Fund 01 01 2006 Pay on Entry 12500 00 Employment Number a Previous Surname a R The address as input will be a aN 12s THE VILLAGE REN an 1g dropped onto any documents Address Line 2 BEDR printed from the member s Address Line 3 ROCKVILLE record Address Line 4 See Address Line 5 D Post Code TS10 2AH Telephone Numb
21. urther action is needed from them Please note You will not be able to see any changes to the member record until the Pensions Unit have processed the relevant interface file If after completing the EMPLEAVE document you realise you have input some incorrect data you can re open the document and make amendments From the Member Summary screen click the web style link Documents single click r inne bestiakin E Elad Task pian poomens enCaks chgce fotos ynder pjeip oF x APP SSS Be Jhb wae Surname SEES Ar Part Time Cc Forenames BARNEY Linked Members Sex le Married Male ES Shere Garrie NI Number TH555555M Supn Ref 12345 eer as Payroll Ref 123456 Dept Id Remuneration Pree Paraat Harr Address Line 1 123 The Street Sameera Conepondenns Post Code aB 30 Tramitar Detaks E Mail Address Lier Dered Gata Scheme ToT CLEVELAND C C Age 61 168 Service 1 231 Emper No ooo gt Cleveland C C Pre April 96 Date Joined Sch Fund 01 01 2004 Status Date From fr 4 01 08 2004 Active Date Comm Curr Employ 01 08 2004 EmpTup for Officer Normal Pension Date 22 03 2010 Date of Birth 23 03 1945 Verified Eligible Retirement 22 03 2010 Spare 5el Last Calc Quotation 14 03 2006 Payroll Payee Status Pay No Employment Number 0T Bice chat Access Code Arex Checked V 0 You will then be taken to the Document List for that member The documents are listed in
22. w General Daka Views Prints Task Man Documents I Window Help Xe Me t TM if Hember F Flintstone THSS8888N Scheme T01 EMPLOYER INTERNET surname Flintstone Update Prev Surname Supn Ref Payroll Ref 123456789 Dept ID Title Mr Date of Marriage M Marital Status Spouses Dotb Dotto Emp No Address Line 1 1 THE STREET Address Line The Town The County 2 3 The County Address Line 4 The Country 5 The World Address Line Address Line The World Postcode T51 1PP Telephone Historise Amendment email Address hello mbc Creation 3 4 PENSION ESTIMATES Using the Member Maintenance button locate the employees pension record Before calculating a pension estimate you will need to check if there is a Divorce PSO Debit Screen or a Divorce Earmarking Screen shown on the Current Data Views list If there is you should not produce an estimate of pension entitlement for this employee as the wrong figures will be generated instead you should send an Estimate Request form to the Pensions Unit You will then need to ensure that the employees personal information address marital status etc is up to date and that the dates and hours recorded on the Service History screen are correct Incorrect service details will produce an incorrect benefits and costing forecast You will also need to calculate and make a note of the pensionable pay at the proposed date of leaving
23. with consent or normal retirement cases or Redundancy Efficiency for people over the age of 50 who are leaving under this criteria Click OK See Leavers section for more information on redundancy cases This screen is not to be used to add augmented service Redundancy Retirement COMPENSATORY ADDED YEARS This member has 03 000 Entitlement Membership Please enter any Special Service to be counted toward Compensatory Added Years Special Service sleyjelele JE AXI If you are going to award added years this screen allows you to enter any special service to be counted towards added years e g An employee could have started work for you on 01 04 1997 but not entered into the pension scheme until 01 04 2004 As they are leaving on redundancy the period 01 04 97 to 31 03 04 is classed as special service non pensionable service with an employer The special service in this case 07 000 years would be entered into this screen and is then taken into consideration when AXIS calculates the maximum added years available to an employee The actual added years to be awarded would be entered on the next screen el AXISe Pension Systems Test Yersion test lhl Benefit Calculation Results ra Session Edit Yiew General Data views Current View Prints TaskMan Documents Ben Cales Choice Interface Window Help Xe Mel St Se Y itl i pi E FLINTSTONE TN242 42 4F T0
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