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Administrator Guide
Last Updated: 2023-06-23
Create Severance Worksheets for Workers

Create Severance Worksheets for Workers

  • Security in the Core Compensation functional area:
    • Set Up: Severance Packages
    • Severance Worksheet
    • Worker Data: Severance Worksheet
You can create severance worksheets to calculate severance duration and amounts.
You can create and assign a severance worksheet to:
  • A rehired employee each time they're rehired.
    Example: Don is a seasonal employee you rehire each year for several weeks to help with accounting and tax preparation. You assign a severance worksheet to Don each time you rehire him.
  • An employee that you plan to terminate, is currently being terminated, or is already terminated.
If you create a severance worksheet on a date for a pay period where the worker doesn't have a payroll result, retro will be unprocessed.
You can also use the
Create Severance Worksheet
 web service.
  1. Access the
    Create Severance Worksheet
     task.
  2. Select a
    Target Termination Date
    .
  3. Select a
    Reason for Severance
    .
    Workday calculates the
    Notify By
     date by subtracting the
    Duration
     from the
    Target Termination Date
    .
    Example: A
    Target Termination Date
     of December 31 minus a 14-day
    Duration
     equals a
    Notify By Date
     of December 17.
  4. In the
    Termination Dates
     section, consider:
    Option Description
    Last Day At Work
    Must be on or before the
    Target Termination Date
    .
    Target Termination Date
    Last day the employee's status is active, which must equal the end date of the last continuation payment plan. Changes in duration or start dates on continuation payment plans change this date.
    Pay Through Date
    Last day of compensation for an employee. Workday calculates this using the severance matrix associated with the package.
    The
    Pay Through Date
     on the severance worksheet might differ from the
    Pay Through Date
     in the termination event.
    Workday uses the
    Pay Through Date
     from the severance worksheet to determine severance payment durations in the
    Severance Worksheet
     business process.
    However, if any of these conditions are true, Workday uses the
    Pay Through Date
     from termination events:
    • Worker doesn't have a completed severance worksheet.
    • None of the worksheets associated with the worker have
      Send to Payroll
       enabled.
    • Termination
       is complete after the delivery of the worksheet, and you entered a
      Pay Through Date
       in the
      Termination
       process that differs from the one in the worksheet.
  5. For each
    Severance Calculation
     listed, consider:
    Option Description
    Duration
    Automatically populates from the matrix assigned to the package.
    Start Date
    This date affects the dates of subsequent payout amounts.
    You can edit the
    Start Date
     of the
    Payment Type
     listed first but it must match the
    Target Termination Date
    .
    You can't edit the start dates of subsequent payment types. Workday sets these to the day following the
    End Date
     of the previous payment type.
Workday sends a notification to the role assigned to the
Review Severance Worksheet
 action in the
Severance Worksheet
 business process. After assignment approval, Workday sends a notification to the role assigned to the
Deliver Severance Worksheet
 action in the business process.
To view in-progress or completed events, use the
Severance Process Status
 report.