The Historical Dates Screen is used to specify the dates various employment events have occurred for a given Plan Sponsor and Person.

This includes common milestones like date of employment and date of termination, as well as more person-specific events like date of transfer to part-time status, credited service override date, or date of transfer from an hourly to salaried plan.

• History of Dates: this box displays a listing of all Historical Dates with the Plan Sponsor for a Person. Click on a row in order to display and edit the information for that row in the Selected Date Information section below.
  
  Use the "+" and "-" buttons to add or delete entries, respectively.
• Selected Date Information: this section displays the date information for the row entry highlighted in the box above.
  
  
  • Date: space to type or select the date that an event occurred.
    
    Two identical dates of the same classification may never exist. For example, a Person may not become employed and terminate on the same date. In addition, a date may never be earlier than a Person’s date of birth or later than their date of death (if any).
  • Estimated Indicator: check the Estimated box if the selected date has been estimated.
  • Date Classification/Date Type: use these boxes to identify the specific type of date being entered. First select a category in the Date Classification box, then the specific type of date in the Date Type box.