Steps
to Add a Custom FieldAdd a custom field to the Employee File for Classified/Non Classified (referenced type, with referenced values of C for Classified and N for Non-Classified).
Note: If this step has already been completed, skip to Step 2.
Complete the custom field added in Step 1 for each employee who earns retirement.
In the Employee File, bring up an employee and then click the Custom Fields tab.
Tip: To bring up the first employee for which to edit the custom fields, click the First Record button and then utilize the Next Record button to scroll through all the employees.
Enter the ID for the appropriate value for the employee in the Classified/Non Classified custom field, or click the down-arrow button to select the correct one. If desired, only complete this field for those employees who are classified (non-certified), and then leave this field blank for those that are non-classified (certified) as the system will default N for Non-Classified for all employees with this custom field left blank when the report is generated.
Click the Save button.
Verify that the following fields of information are also completed for the applicable employees on the other various screens of the Employee File:
Name & Address screen:
Prefix (optional)
Employment screen:
Birth Date
Resident Status
Hire/Rehire Date
Termination Date, if applicable
If needed, complete the fields at this time for the applicable employees; then click the Save button.
Repeat Steps 2-3 for each employee that earns retirement.