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    HR Tools

    Retirement Projection & Employee Mobility

    Analyzing retirement eligibility by agency, organization and job classification can aid workforce planners in predicting future workforce shortfalls, identifying succession planning and knowledge transfer goals, and implementing proactive workforce management practices. 

    Retirement Projection

    A retirement projection tool is available for calculating eligible employees with 25+ years of service regardless of age or who meet criteria specific to their Retirement Code listed below:

    Retirement CodesCriteria
    SEA1, SA1S, SAA1, SA14, SEA7, SA7S, SAA7Age 50, plus 20 years of service
    ​S311, S341, S411, S441, S317, S347, S417, S447Age 55, plus 20 years of service
    ​SEA0, SAA0, SAAF, SAAS​Age 60, plus 20 years of service
    ​S310, S340, S410, S440Age 65, plus 20 years of service
    A5DB, A6DB, DCDBAge 67, plus 20 years of service

    The tool also offers additional flexibility in building reports based on individual agency needs. Select the database below and save the application to your desktop before use.

    To gain access to Interim Reporting Information System (IRIS) to use the retirement projection tools, please use the HRISD Authorization Request Form.

    Employee Mobility

    The Commonwealth employee mobility program collects data on employees entering, transferring within, and exiting state organizations and agencies. When an employee is hired or transfers agencies, they will receive an electronic mobility survey to fill out. Your agency does not need to send the new hire survey or the employment change survey — OA-Human Resources will send those surveys. However, when an employee in your agency notifies you that they are leaving, you should provide them with the employee exit survey. Use the exit survey generation login page to generate an exit survey.

    Sample Surveys

    You can use the employee mobility database (and crosswalk) to help you identify reoccurring issues and employee preferences to continue to grow your agency workforce.

    Contact Us

    If you have questions about the use of these tools and how they can help your agency, contact the OA-Bureau of Talent Planning at RA-OATALENTPLANNING@pa.gov.