Personnel Manager/Director FAQ's
Adding a custom calculated field to show date of retirement on Personnel Manager
For Advanced Personnel Manager Users*
This top tip is something which has come up quite a lot over the past few years. More and more customers have a requirement to add a custom calcuated field which calculates someone’s retirement date based upon their date of birth + 65 years.
To do this:
Create a new date field and add the following formula in the Value tab:
Where 65 is the retirement age for example.
The screen should look something like:
Retirement Date Example
Save your changes and close Screen Designer. When you next log into Personnel Manager you will see the changes.
With this calculated field you can then run reports each month or year to see who is coming up to retirement to ensure you meet your contractual obligation with these staff members.
It is also possible to create calculated field that uses a variable retirement age. Contact us for details.
NOTE: You will need to have purchased the Screen Designer Module in order to customise screens. Contact us for more information.
*Whilst obviously we are now fully focused on People Inc, we still have plenty to offer to existing customers still using Personnel Manager and Personnel Director hence the occasional post with useful information, hints or tips.
AgathonHR have been working on Vizual Personnel Manager and Personnel Director since 1997 and are one of the last companies in the UK to have any experience using or supporting these systems. Additionally we have been working with People Inc. since 2009 and are one the main People Inc. resellers in the UK. This means we can provide the best possible service to ensure the upgrade goes as effectively as possible.
Whilst we can no longer sell Personnel Manager, we do currently provide the following:
- Upgrades to People Inc. including data migration.
- Discounted annual support packages
- Basic training for new users
- Report Writing Training.
- Consultancy – Data tidying, customisation etc.
- Implementation Difficulty 95% 95%
- Benefit 50% 50%
- Set up Time/Costs 30% 30%
- Ease of use 85% 85%