Retaining Employee Dates Acquisition

Absolutely. We had to transfer in over 300 doctors and midlevel practitioners 3 years ago. We made certain the hire date was the date they actually were hired at our organization (because we have to report that to the state). Our benefits, PTO and Retirement were already set up to look at different dates: Benefits and PTO look at the Adjusted Hire Date, Retirement looks as the Annivesary Date. We also use the Seniority Date for Service Awards and Parking seniority (a big deal at our company). That allows you to give them credit for their previous service for everything that I can think of. Our Retirement looks at the Anniversary Date to ensure that they are credited for years of service. If funds need to be transferred, you will probably need to do that outside of the system, and hitting the annual max may prove tricky... If PTO balances need to transfer, you can do an upload to get the starting values in, and if the plan is working as designed, it should look at the date you have selected to start them at higher accrual or allotment. Hope this helps!

Thank you. That is helpful. I need to confirm our date for retirement but that could definitely work.