Termination (Voluntary)

HR Contact/HR Partner Initiates

1. Navigate to the Employee’s Worker Profile.
2. Select Actions > Job Change > Terminate Employee.
3. On the Terminate Employee page, enter the Reason and Details information:
   • Primary Reason. Choose one of the reasons provided under Voluntary. If the primary reason for Voluntary is Retirement, refer to the job aid Ready to Retire for tasks that need to be completed before terminating an Employee due to retirement.
   • Termination Date. This is the date that the individual will no longer be an Employee.
   • Last Day of Work.
   • Pay Through Date. Must Match Termination Date.
   • Eligibility. The Eligible for Rehire field defaults to Yes indicating the Employee is eligible for rehire. Otherwise, select No. If you select No, the business process will then route to the HR Partner for review.
     • Selecting No will result in a label on the terminated Employee’s pre-hire record indicating the Employee is not eligible for rehire and cannot be selected in a subsequent hire process. This label will display on the Candidate Grid when the individual applies for positions linked to job requisitions in the future.
     • If the Manager initiates the Termination business process, they will not see the Eligibility option. The HR Partner will have the opportunity to note this correctly when the business process routes to the security role in the inbox action Revise Employee Termination.
   • Position Details. If the position should be closed, select the Close Position checkbox to close the position from the current Supervisory Organization.

IMPORTANT: The position cannot be reopened after it has been closed.  Managers should communicate with their HR Contacts if they are unsure of how to mark this field.

4. Enter comments, as needed.
5. Select Submit.

Review Termination (HR Partner)

Some members will route the business process for review to the HR Partner or Faculty Partner. If No was selected for Eligibility, this Review step will route to the HR Partner.

The HR Partner needs to Approve or Send Back for edits. If Send Back is selected, the HR Partner should provide instructions within the comments section of the task.

Up Next

The Graduate Studies Partner may receive an inbox task to review the business process. The business process may route to the department head for approval.

• The HR Contact or HR Partner will receive a To Do step to consider if the security roles assigned to the Employee position should remain as is or be reassigned to another filled position.
• The Absence Partner receives a To Do to verify the time off or leave records are entered in either Workday or Kronos and determine any sick pool donation.
• The Timekeeper receives a To Do to delete time entries beyond the termination date for hourly workers.
• The Benefits Partner receives an inbox task to Add Retiree Status (if applicable).
• The Absence Partner, Payroll Partner or HR Partner will receive the To Do Update Benefit Replacement Pay ID if the termination was for the reason of retirement.
• The Faculty Partner will receive the To Do Edit Faculty Tenure Status (if applicable).
• The Business Process Administrator will receive a To Do to manage business processes in progress to or for the Worker (if applicable).
• The Security Administrator receives a To Do to remove any user-based security group assignments.
• The Absence Partner receives the To Do Determine Time Off Payout to evaluate the potential payout for any Time Off balance.
• The HR Contact or HR Partner receives the To Do Offboarding Procedure.

Note: The list of offboarding tasks are suggestions; be sure to follow the instructions specific to your Member and then select Submit.

• The Benefit Partner may receive an Inbox Action to Change Benefits Election if there is an effect on employee benefits.
• Payroll Administrator may receive the To Do Inactivate Withholding Order to inactivate the withholding order
• The Payroll Partner may receive the To Do Tax Treaty to end the tax treaty
• The Payroll Partner may receive an inbox step End Ongoing Payroll Inputs to confirm or edit the end date of any ongoing payroll inputs.
• The Employee will receive two inbox tasks to acknowledge return of A&M System data or information on or before the last day of employment and to complete the Exit Survey Questionnaire.

Vacated Position Left Open

If the vacated position is left open (Faculty, Staff or Graduate Assistant Worker types), the To Dos Update Position Restrictions Costing Allocation and Update Position Restriction Default Compensation will route to an individual determined by the Member.

• The To Do Update Position Restrictions Costing Allocation will route to the Budget Contact.
• The To Do Update Position Restriction Default Compensation will route to one of the following: HR Contact, HR Partner or Compensation Partner.

IMPORTANT: Vacated positions will encumber using default compensation and costing allocations on the Position Restrictions, not the compensation and costing allocations assigned to the Employee who filled the position.

RECOMMENDATION: Workday Services recommends keeping the default compensation and costing allocations assigned to the Position Restrictions aligned with the compensation and costing allocations assigned to the Worker Position for budgeting purposes unless otherwise required by your Member.

Contact your Member HR or Budget office for specifics about budgeting and encumbrance settings in FAMIS.

Read the To Do and determine if you need to make any changes. If so, go to the Default Compensation section of the Position Restrictions on the vacated position and make those necessary changes. Return to your inbox to Submit the To Do.

IMPORTANT: When you click the Assign Costing Allocation button, you are initiating the Assign Costing Allocation business process. You then need to complete the business process to avoid empty costing allocations on the position restrictions.

You will either click this button to easily navigate to the costing allocations for the position restrictions or you will determine no changes are necessary. Return back to your inbox and then Submit this To Do.

Note: These To Do items will arrive in your inbox at the same time. You can do the work and submit them in any order.

Manager Initiates Termination

If the Manager initiates the termination, they will follow the same steps outlined in the initiation section of this job aid. The remaining Actions and To Dos will route to other security roles.

Note: The Manager will not have the option to mark the Employee as “Not Eligible for Rehire”. The HR Partner will have the opportunity to note this correctly when the business process routes to the security role in the inbox action item Revise Employee Termination.

This completes the voluntary Termination business process.