Overview
Overview When Terminating an Employee in Workday, you are required to select a Termination Reason. Termination Reasons fall into two categories: Voluntary and Involuntary. Within each category, there are multiple Termination Reasons to choose from. Key Points Some Termination Reasons drive additional functionality, therefore selecting the correct reason is essential. For example: Retirement You can […]
Overview
When Terminating an Employee in Workday, you are required to select a Termination Reason. Termination Reasons fall into two categories: Voluntary and Involuntary. Within each category, there are multiple Termination Reasons to choose from.
Key Points
- Some Termination Reasons drive additional functionality, therefore selecting the correct reason is essential. For example: Retirement
- You can reference the Termination job aids on the Workday Help website for more information about each type of Termination: Termination (Voluntary) and Termination (Involuntary)
- The Not Eligible for Rehire (NEFR) flag may be assigned to employees that are dismissed as a result of serious misconduct
Voluntary Termination Reason
Typically, Voluntary Termination reasons are used when separation is initiated by the employee. For more information about the Termination Business Process for Voluntary terminations, review the Termination (Voluntary) job aid located on the Workday Help website.
Reason | Notes |
Voluntary > End or Expiration of Contract or Grant | Use when the employee’s offer letter, (re)appointment letter, or position description include appropriate contingency language. The employee’s acceptance of the position, (re)appoint indicates acceptance of the contingency language. |
Voluntary > Resignation / Reasons known or unknown | Use when an employee resigns for reasons known or unknown, and a different reason is not applicable. |
Voluntary > Resignation in Lieu of Involuntary Separation | Use when an employee is given the option to resign based on unsatisfactory performance, and they accept the voluntary separation.
If necessary, assign the NEFR flag to the employee who, due to severe misconduct reasons, voluntarily resigned before they could be terminated. |
Voluntary > Retirement | Use when the employee will be retiring from the Texas A&M University System and has met retirement eligibility requirements for TRS or ORP. |
Voluntary > Retirement in Lieu of Involuntary Separation | Use when employee is given the option to retire based on unsatisfactory performance and they accept the voluntary separation.
If necessary, assign the NEFR flag to the employee who, due to severe misconduct reasons, voluntarily retired before they could be terminated. |
Voluntary > Transfer to a non-A&M System agency or institution of higher education with no break in service | Use when any Texas A&M System employee transfers from one State of Texas agency/institution to another without a break in service (to prevent the employees’ benefits from being impacted).
For faculty who would be leaving TAMUS to work for a non-State of Texas employer, this termination code would not be appropriate to use. Instead, the most appropriate reason is likely “Resignation/Reasons known or unknown.” |
Involuntary Termination Reason
Typically, Involuntary Termination reasons are used when separation is not initiated by the employee. For more information about the Termination Business Process for Involuntary terminations, review the Termination (Involuntary) job aid located on the Workday Help website.
Reason | Notes |
Involuntary > End or Expiration of Contract or Grant | Use when circumstances arise from non-renewal of a contract or grant, or an offer letter does not include appropriate contingency language. Requires System Office of General Counsel Review and approval in advance of any dismissal. |
Involuntary > Reduction in Force | Departments should review System Regulation 33.99.15 Reduction in Force for Nonfaculty Employees before taking action. OGC approval is required. |
Involuntary > Termination at Will | Departments should review System Policy 32.02 Discipline and Dismissal of Employees before taking action. Any dismissal must be in compliance with federal and state law, and system policies. |
Involuntary > Death | Use when an employee passes away. HR Partners or HR Contacts will receive an additional To Do step when this reason is selected. |
Not Eligible for Rehire Designation (NEFR)
An employee who is dismissed or resigns in lieu of dismissal as a result of serious misconduct will be designated as Not Eligible for Rehire in Workday for a specified term of no less than five years. The member who designates a former employee as Not Eligible for Rehire is responsible for removing the designation in Workday at the end of the specified term. A designation of Not Eligible for Rehire will disqualify a former employee from being employed or retained by a member as an independent contractor, consultant, or volunteer. For more details on the NEFR designation, review system policy 32.02 – Discipline and Dismissal of Employees.
Related Reports
- Workers Not Eligible for Rehire at Termination
- Termination Details