Setting Up Retiree Departments and Security

Within a company, payees need to belong to departments. You may want to create separate departments for different categories of payees: retired employees, beneficiaries of employees, and QDRO alternate payees. Alternatively, you can set up a single department and distinguish payee types by creating a job code for each one.

Creating departments specifically for pension payees enables you to secure the payee data using the department security tree. Be sure to add the payee department (or departments) to the department security tree; otherwise users cannot access payee data.

An alternative approach to structuring a retiree organization is to create a retiree department organization that mirrors the organization for active employees. You can then put payees into the same departments that housed them as employees. This approach offers the ability to report on payees based on their originating departments. However, this method also presents the significant burden of maintaining two or more identical organizations. This is especially significant if your organization changes frequently. PeopleSoft does not recommend this approach unless you have a real need for the enhanced reporting capability.