Purpose
This job aid goes over the process of terminating an employee in Workday.
When to Use
- An employee is voluntarily separating from the organization
- An employee is being involuntarily terminated
- A temporary, seasonal, or contract employee assignment has ended
Steps
1. Search for and select the Terminate Employee task using the search bar.
On the Terminate Employee pop-up window:
2. Enter the Employee.
3. Select OK.
On the Terminate Employee page in the Reason section:
4. Select the Primary Reason.
5. Optional: Select the Secondary Reasons.
In the Notice Period:
6. Optional: Enter the Notification Date.
In the Details section:
7. Enter the Termination Date.
8. Enter the Last Day of Work.
9. Enter the Pay Through Date.
10. As applicable: Enter the Resignation Date.
In the Regrettable section:
11. Optional: Select either Yes or No if the termination is regrettable.
12. As applicable: Some roles have access to the Eligibility section. If visible, select if Eligible for Rehire.
In the Position Details section:
13. As applicable: Select the checkbox to Close Position.
Once you close a position, it cannot be reopened.
14. As applicable: Select the Is this position available for overlap? checkbox to mark the position available for overlap.
In the Attachments section:
15. As applicable: Select files to upload the resignation letter.
16. Select Submit.
Notes & Tips
- Entering a Notification Date automatically populates a Notice Period and Recommended Termination Date.