FAQ: Terminations
- What is the difference between terminating an employee and ending a contingent worker's contract?
- TheTerminationandEnd Contingent Worker Contractbusiness processes are similar, except for the steps related to benefits and compensation. TheTerminationbusiness process can include:
- Change Benefit Elections
- Create Change Benefits Event
- Edit Service Dates
- Request One-Time Payment
- Review COBRA Eligibility
TheEnd Contingent Worker Contractbusiness process only allows aCreate Change Order from Contract Contingent Workerstep. You can customize these 2 business processes to meet the needs of different organizations. - What time of day does a termination take effect?
- Terminations are effective at the end of the termination date, based on the time zone of the position location.
- How do I handle organization assignments for terminated workers?
- You have several options:
- Keep terminated workers in their current, active organizations.
- Pros:Role assignments and inheritance don't change.
- Cons:Staffing reports include the terminated workers.
- Move terminated workers into a separate organization specifically for terminated workers.
- Pros:Role assignments require less maintenance and inheritance is available. However, if you inactivate the organization later, role inheritance remains available if you keep the organization in the hierarchy.
- Cons:You can't restrict access to specific terminated workers. Anyone who has permission to access the organization can access all of the terminated workers. Also, the organization is available for selection in prompts even though it's not a valid choice.
- Inactivate the organizations that terminated workers belong to. Inactive organizations remain in their respective hierarchies and inherited roles remain in the inactive organization. This behavior applies unless you explicitly select theRemove from Hierarchyoption when inactivating an organization. The best way to ensure that you continue to have visibility into inactive organizations and to maintain role inheritance within them is to accept the default behavior (to keep inactive organizations within their associated hierarchies).
- How can I prevent a terminated worker from accessing and submitting certain tasks in My Tasks?
- ForActionand non-Actionstep types, Workday recommends that you reassign tasks when the worker is no longer in their role. You can reassign their tasks by using the:
- Auto-Manage Business Processesservice step.
- Manage Business Processes for Workertask.
ForActionsteps only, Workday displaysAction no longer availablewhen accessing the step inMy Tasks. The worker might still be able to take action on other step types even though they no longer have the security permissions. Example:To Dosteps. - How do I enable terminated workers to access their personal, compensation, and benefits information in Workday?
- Assign the terminated workers to theTerminee as Selfsecurity group and add this group to the domains that control access to the tasks:
- Landing Page - Home
- Self-Service: Contact Information
- Self-Service: Device Tokens
- Self-Service: Add Worker Documents
- Self-Service: Edit and Delete Worker Documents
- Self-Service: Emergency Contacts
- Self-Service: Government IDs
- Self-Service: Home Contact Information
- Self-Service: ID Information
- Self-Service: Legal Name
- Self-Service: Licenses
- Self-Service: Name
- Self-Service: Other IDs
- Self-Service: Passports and Visas
- Self-Service: Payroll (My Payslips)
- Self-Service: Payroll (My Tax Documents) - USA
- Self-Service: Personal Data
- Self-Service: Personal Information
- Self-Service: Work Contact Information
The primary domains are:- Self-Service: BenefitsorSelf Service: Benefits and Pay Hubto access benefits information.
- Self-Service: Compensationto access compensation information.
- Self-Service: Personal Informationto access personal information.
- How do I grant bonuses to terminated employees?
- You can select theInclude Employees Terminated During Process Periodcheck box on theInitiate Compensation Review Processtask. Workday includes terminated employees subject to the rules configured on the bonus plan.
- Which domains provide access to terminated workers?
- You must be in a security group that has permission on theWorker Data: Public Worker Reportsdomain, which enables you to search for employees, and have permission on at least one of these additional domains:
- Person Data: Birth Place
- Person Data: Emergency Contacts
- Person Data: Gender
- Person Data: Home Contact Information
- Person Data: ID Information
- Person Data: Military Status
- Person Data: Personal Information
- Self-Service: Benefit Elections
- Self-Service: Business Assets
- Self-Service: Compensation
- Self-Service: Credit Card
- Self-Service: Current Staffing Information
- Self-Service: Emergency Contacts
- Self-Service: Home Contact Information
- Self-Service: ID Information
- Self-Service: Personal Information
- Self-Service: Time Off
- Worker Data: Benefit Elections
- Worker Data: Business Assets
- Worker Data: Compensation by Organization
- Worker Data: Credit Card
- Worker Data: Current Staffing Information
- Worker Data: Leave of Absence
- Worker Data: Time Off (Time Off Balances)
- How can I view terminated workers in active organizations?
- Inactive organizations automatically remain in any of their respective hierarchies and they maintain any inherited roles in the inactive organization. This behavior applies unless you explicitly select theRemove from Hierarchyoption when inactivating an organization. The best way to maintain visibility and role inheritance in inactive organizations is to accept the default behavior, keeping them within their associated hierarchies.If you select theRemove from Hierarchyoption, then you must have a role in the inactive organization. You can assign all inherited roles directly when you inactivate an organization by selecting theKeep All Role Assignmentscheck box. If an organization isn't part of a hierarchy, you can assign a superior to add it back to a hierarchy so that role inheritance is available.
- Which data sources return terminated workers?
- Some of the most common data sources returning terminated workers include:
- All Active and Terminated Workers
- All Contingent Workers
- All Terminated Employees
- All Workers
- Terminations
TheAll Active and Terminated Workers,All Workers, andTerminationsdata sources return both employees and contingent workers.A key difference between these data sources is how they handle effective-dated information. In reports that don't have an effective date:- TheAll Active and Terminated Workersdata source returns data for terminated workers as of their last day of work. Use this data source to report on effective-dated position and compensation data.
- TheAll WorkersandAll Contingent Workersdata sources include rows for terminated workers, but return blank fields for effective-dated information. Use these data sources to report on other information that isn't effective-dated, such as personal information.
Refer to the data source descriptions in Workday for additional information. The descriptions specify if the data sources return terminated workers. - Why do reports display different addresses for terminated workers?
- The address depends on the report data source that you use:
- Reports using theAll Active and Terminated Workersdata source return the address that was effective as of the worker's termination date.
- Reports using theAll Workersdata source return the terminated worker's address as of the report date.
- Which email address does Workday use for terminated workers?
- Once the termination process is complete, Workday sends email messages to the worker's primary home email address. If there's no primary home email for the terminated worker, Workday will use these emails for the worker in this order:
- Work.
- Home.
- Business.
- What if a performance review is in progress for a terminated worker?
- Cancel the performance review:
- As a related action on the worker, select .
- Locate the review in theIn Progresstable, then select from the related actions menu.
- Can terminated employees receive payments through Workday Payroll?
- Yes, if you configure the run category associated with the employee's pay group to process terminated employees who either:
- Are on salary continuance.
- Have payroll input.
- Have a one-time payment or a bonus payment from Workday Compensation.
- Can a nonpayroll administrator end ongoing payroll inputs for terminated workers?
- Yes. Configure theEnd Payroll Inputsbusiness process on theTerminationbusiness process.
- Can a nonpayroll administrator terminate a worker and pay them on the day you terminate them or any other day?
- Yes. Configure theOn Demand Eventbusiness process on theTerminationbusiness process.
- What if the employee has an active collective agreement assigned?
- You can configure theEnd Collective Agreement Assignmentstep on theTerminationbusiness process. Doing so ends any active collective agreement assignments without an end date during the termination.
- How can I prevent workers scheduled for involuntary termination from requesting time off or leave beyond their final work date?
- You can consider:
- Proactively preventing requests with an eligibility rule for Absence business processes if this meets your business requirements.
- Automatically removing invalid requests after termination.You can add theRemove Invalid Time Off Entries After Terminationservice step to yourTerminationbusiness process. This step should be placed after theCompletionstep. It will automatically correct or rescind any approved time off entries that are no longer valid due to the termination. You can also configure a condition rule on this service step to have it run only for specific termination types, such as involuntary terminations. See Steps: Remove Invalid Time Off Entries After Termination.