Assistance with Formula

[DWay13]

I received some assistance through an Excel Forum about a decade ago with creating a formula as it was far too advanced for me to do. This was to create a management tool for helping to postulate when employees may retire from the organization based on their ability from the various methods of time and age.

I am seeking assistance with modifying this existing retirement formula as there are now several formulas based on time and age for both Regular members as well as Public Safety.

As I said, I have an existing formula, but my attempts to try and modify it have not worked out and I would appreciate anyone's assistance with re-creating this for expanded use in my current organization.

I can upload or send a worksheet.

Thank you.

Dale

 

[awoohaw]

Please use a file sharing service like one drive or dropbox to upload your workbook.

OR>>>>>

If you can use the xl2bb add in (link below) you can post a mini worksheet of your data.

In either case, please sanitize your data for personal privacy concerns. And your data only needs to be a few disparate records that can provide your possible scenarios.

 

[DWay13]

Here is a link to the worksheet.

Eligibility for Retirement Example 14SEP14.xlsx

1drv.ms

I'm looking to have a generic cut and paste formula for each of the rules that exists in each retirement category that I can place in the last cell depending on their time and worker status, Regular or Public Safety.

Here are the rules and a member must meet at least one of these rules related to time of service and age to be eligible:

Hire date prior to January 1, 2010
Public Safety
At least 5 years of service and at least 65 years of age OR;
At least 10 years of service and at least 55 years of age OR;
At least 20 years of service and at least 50 years of age OR;
At least 25 years of service at any age.

Regular
At least 5 years of service and at least 65 years of age OR;
At least 10 years of service and at least 60 years of age OR;
At least 30 years of service at any age.

Hire date between January 1, 2010 through June 30, 2015
Public Safety
At least 5 years of service and at least 65 years of age OR;
At least 10 years of service and at least 60 years of age OR;
At least 20 years of service and at least 50 years of age OR;
At least 30 years of service at any age.

Regular
At least 5 years of service and at least 65 years of age OR;
At least 10 years of service and at least 62 years of age OR;
At least 30 years of service at any age.

Hired date on or after July 1, 2015
Public Safety
At least 5 years of service and at least 65 years of age OR;
At least 10 years of service and at least 60 years of age OR;
At least 20 years of service and at least 50 years of age OR;
At least 30 years of service at any age.

Regular
At least 5 years of service and at least 65 years of age OR;
At least 10 years of service and at least 62 years of age OR;
At least 30 years of service and at least 55 years of age OR;
At least 33.33 years of service at any age.