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Mark an employee as legally retired

How to mark an employee as legally retired in Sage Payroll and HR.

K
Written by Kombie Makhubele

Select Employee is legally retired when an employee meets the legal retirement requirements. The setting is applied for the full tax year. Review the employee's retirement status before you enable this option, as you can't apply it to part of a tax year.


Mark the employee as legally retired

  1. Go to Employees on the main menu.

  2. Select the employee.

  3. Open the Tax tab.

  4. Select Employee is legally retired.

  5. Save the changes.

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