Pension Profile (PENS)

The Pension Profile (PENS) transaction allows you to record and view information pertaining to an employee's pension plan and pension deductions. Although pension profiles can be established at the appointment level, retirement processing requires that the Pension Profile be entered at the employee level. All employees who use retirement processing should have the Appointment ID set to ‘*’. If no Pension System and Pension Tier is established for the employee on PENS, retirement processing uses the Pension System and Pension Tier from the Sub-Title (STTL) entry associated with the employee’s primary (blank) appointment.

The Pension Profile transaction has the following tabs:

Pension ProfilePension Profile

This tab is used to enter employee information such as Employee ID, Appointment ID, and Name.

Pension Profile DetailPension Profile Detail

This tab is used to enter pension profile details such as deduction type, deduction plan, and effective dates.

The Pension Profile transaction can be created in the following ways:

Select the Create action on the Transaction Catalog.
Select the Create Pension Profile row-level action on the Pension Profile tab of the Deduction Management (DEDM) activity folder.
Select the Modify Pension Profile row-level action on the Pension Profile tab of the Deduction Management (DEDM) activity folder.