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Pre-retirement Appointment Checklist

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Action Responsibility

Investigate financial options including superannuation and salary packaging with an independent financial advisor or relevant QUT staff.

Staff Member

Staff member applies to Head Of School/Department requesting a pre-retirement fixed term appointment. Start and end dates must be included.

Staff Member

Head of School/Department investigates impact on Workforce Plan, Budget and other relevant implications.

Head of School/Dept

Head of School/Department arranges meeting with staff member to discuss.

Head of School/Dept

Head of School/Department advises of decision to approve/not-approve to staff member.

Head of School/Dept

If decision to approve, Head of School/Department submits approval recommendation (with Staff Member's request for agreement) to Executive Dean/Head of Division, outlining impact and how the retirement will be managed in relation to the area's Workforce Plan.

Head of School/Dept

Executive Dean/Head of Division confirms approval recommendation/rejects application. If approved, advises HR Director of details of the pre-retirement appointment. Staff member informed of outcome.

Executive Dean/Head of Division

Appointment variation is sent to staff member.

HR Client Services

Staff Member to sign appointment and return to HR Director.

Staff Member

Appropriate University areas/officers are informed of staff member's acceptance and any requisite paperwork is sent to the Staff Member.

Staff member/HR Services/Superannuation Office/PackagePlus

Staff Member to complete paperwork and return to HR Director prior to implementation of arrangements.

Staff Member

When paperwork received, with all details and information correct, the pre-retirement fixed-term appointment is implemented.

HR Director

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