Personnel Manager/Director FAQ's

Adding a custom 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 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:

DATEADD([DOB],0,0,65)

Where 65 is the retirement age for example.

The screen should look something like:

Retirement Date Example

Retirement Date Example

Save your changes and close Screen Designer. When you next log into Personnel Manager you will see the changes.

With this 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  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.

The screen designer makes Personnel Director very flexible – Edit or create new screens to tailor the system to your specific needs

agathonhr

  • Implementation Difficulty 95%
  • Benefit 50%
  • Set up Time/Costs 30%
  • Ease of use 85%

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Note: Features with a Difficulty rating of over 50% will need to be set up by one of our developers.