Terminate Employees

Configure the Termination
business process and security policy in the Staffing functional area.

End additional jobs or positions.

If you want to pay out a severance package with Workday Payroll, set up and assign severance packages.

You can hide or require optional fields on the Termination
business process.

End an employee's primary job or position within an organization.

If you want to track additional data for terminations, you can add custom fields to the business process.

You can track the termination notification date and applicable notice period if you enabled notice periods for the employee's work location country. Workday recommends a termination date that meets notice period guidelines using this information.

Access the

Terminate Employee

task.

Complete the

Reason

section:

Option	Description
Primary Reason	Select from the termination reasons you defined on the Maintain Termination Categories task.
Secondary Reasons	Select from the termination reasons you defined on the Maintain Termination Categories task.
Local Termination Reasons	Select from the local termination reasons you defined on the Maintain Local Termination Reasons task. The field displays as optional or required based on the countries you configured on the Maintain Localization Settings task.

Complete the

Notice Period

section.

This section only displays if you enabled notice periods for the employee's work location country.

Option	Description
Notification Date	Enter the date that the employee notified you of their resignation or the date you notified the employee of their termination. Populates when the employee's resignation initiates the termination. For Workday Payroll for France, you must enter the date the notice period starts because Workday uses this date for statutory payroll calculations and in regulatory reporting.
Notice Period Start Date	Available when you enable Notice Period Start Date for the employee's work location country. If you leave this field empty, the value populates from the Notification Date . You can't hide but only require this field on the Configure Optional Fields task.
Notice Period	If you enable Notice Period Start Date , this field displays the notice period in effect as of the Notice Period Start Date . If you don't enable Notice Period Start Date , this field displays the notice period in effect as of the Notification Date . This field is the employee's notice period if the termination reason is voluntary or if the employer's notice period is for involuntary termination reasons. If the employee doesn't have a notice period, displays 0 day(s) .
Recommended Termination Date	If you enable Notice Period Start Date , this field is Notice Period Start Date plus the Notice Period . If you don't enable Notice Period Start Date , this field is Notification Date plus the Notice Period . If both Notice Period Start Date and Notice Period don't exist, it's the Notification Date .

Complete the

Details

section:

Option	Description
Termination Date	Select the effective date of the termination. Automatically populates from the Recommended Termination Date if one exists. The date must be after or same as the Notice Period Start Date . If the employee has a completed severance package, the termination date automatically populates from the date on the severance package. You can't change the date.
Last Day of Work	Automatically populates from the Termination Date , Recommended Termination Date , or the date on the severance package. If the severance package is complete, you can't change the date.
Pay Through Date	This date refers to severance pay that continues past the termination date. It automatically populates from the Termination Date , Recommended Termination Date , or the date on the severance package. If the severance package is complete, you can't change the date.
Resignation Date	Automatically populates when the employee's resignation initiates the termination.
Agreement Signature Date	Available when you enable Agreement Signature Date for the employee's work location country. The date must be before or same as the Termination Date .
Dismissal Process Start Date	Available when you enable Dismissal Process Start Date for the employee's work location country. The date must be before or same as the Termination Date .

Use the

Regrettable

section to specify whether the termination is a loss to the organization, regardless of the reason.

Use the

Eligibility

section to indicate whether the employee is available for rehire.

Depending on your configuration, the

Eligible for Rehire

field can populate based on the termination reason you select.

Complete the

Severance Details

section.

This section only displays if the employee has an assigned severance package with a start date after the hire date.

For positions in Canada only, complete the

ROE Details

section:

Option	Description
Last Date for Which Paid	Automatically populates from the Pay Through Date .
Expected Date of Return	The date must be equal to or greater than the Last Day of Work .
Not Returning	Unavailable if you entered the Expected Date of Return or selected Return Unknown .
Return Unknown	Unavailable if you entered the Expected Date of Return or selected Not Returning .

Complete the

Position Details

section:

Option	Description
Close Position	Select this check box to close the position in the employee's former organization. You can't close positions with an open job requisition. This field is only available in position organizations. With job management, you can't open or close individual jobs.
Is this position available for overlap?	Specify whether another worker can fill the position before the incumbent departs. Available for position management organizations when you enable job overlap on the Edit Tenant Setup - HCM task.

Add one or more attachments in the

Attachments

section.

If you didn’t close the position, Workday sets its status to Open
:

If you use job requisitions, the position is available as soon as you have an open requisition.

If you don’t use job requisitions, the position is available the next day.

If you use severance packages, Workday automatically creates and completes a severance compensation event in these cases:

For a one-time payment.

For post-termination severance payments that cause a change in the defined salary plan of an employee.

You can correct or reverse an employee termination. From the related actions menu of an employee, select

Worker History

View Worker History

. Then select either

Correct

Rescind

as a related action on the Terminate
event.

When rescinding a termination, if the position has an open job requisition:

With no candidate applications: Rescind the job requisition before rescinding the termination.

With candidate applications: You can rescind the termination and preserve the posting and applications.

We recommend that you close the job requisition upon rescinding the termination.

When you terminate an employee, the employee can still access the tasks in

My Tasks

in the

Save for Later

status. To reassign or cancel business process steps automatically, Workday recommends that you configure the Auto-Manage Business Processes
service step.

For best practice, we strongly recommend that you disable accounts for terminated employees once you view them as no longer required.

Concept: Updating Effective-Dated Custom Object Data

Steps: Manage Notice Periods

Retire an Employee

Steps: Manage Employee Severance

Deactivate Worker Payment Elections

Hide or Require Optional Fields

Discontinue Benefits on Termination

Initiate Compensation Review Processes

Initiate Termination in Mass Action Workbooks

Concept: Termination Dates for DSN Reporting (FRA)