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Administrator Guide
Last Updated: 2023-09-08
Steps: Set Up Termination

Steps: Set Up Termination

Complete the necessary configuration steps before initiating the termination process.
  1. Configure the
    Termination
     business process in the Staffing functional area. Example: You can synchronize termination and return from leave dates for employees terminated while on leave. Add a
    Service
     step after the completion step and specify
    Automated Leave Processing
    .
  2. Edit Domain Security Policies.
    Set up the security policies for these domains in the Staffing functional area:
    Option Description
    Staffing Actions: Termination Details
    Provides access to termination dates and reasons.
    Staffing Actions: Termination Notice
    Provides access to information relating to notice periods.
    Staffing Actions: Termination Regrettable
    Provides access to information about whether the termination of an employee is regrettable for your organization. You can use the
    Configure Optional Fields
     and the
    Maintain Localization Settings
     tasks to hide or require the field.
    Staffing Actions: Termination Rehire Eligibility
    Provides access to an employee's rehire eligibility status upon termination.
    Staffing Actions: Termination Additional Details
    Provides access to additional details, usually entered by the administrator. These details can include resignation, severance, and ROE details.
    Staffing Actions: Termination Position Details
    Provides access to information about whether:
    • A position closes upon an employee's termination.
    • The position is available for overlap.
  3. If you want to allow employees to resign, add security groups to the
    Terminate from Submit Resignation
     initiating action.
  4. Access the
    Maintain Termination Categories
     task.
    Define categories and reasons for terminating employment.
    You can select an option from the
    Eligible for Rehire
     column to populate the
    Eligible for Rehire
     field based on the termination reason during the
    Termination
     business process.
    Security:
    Set Up: Staffing
     domain in the Staffing functional area.
  5. (Optional) Enable managers to enter local reasons for terminating employment when completing the
    Termination
     business process.
    1. Access the
      Maintain Local Termination Reasons
       task.
      Create local termination reasons by country.
      Security:
      Set Up: Staffing
       domain in the Staffing functional area.
    2. Allow and require the
      Local Termination Reason (Worker)
       field for the selected countries. To activate your settings, select the
      Active
       check box.
      Example: You make the
      Local Termination Reason
       field:
      • Required for workers terminated in Canada.
      • Optional for USA workers.
      Security:
      Set Up: Tenant Setup - Global
       domain in the System functional area.
  6. (Optional) Set up notice periods for employees.
  7. (Optional) Add the
    End Payroll Inputs
     business process on the
    Termination
     business process to enable ending ongoing payroll inputs when terminating workers.
  8. (Optional) Enable people other than payroll administrators (such as HR partners) to provide final payslips to workers.
  9. (Optional) Enable autocomplete on the
    Employee Contract
     business process definition.
    For employees with existing contracts, ensure you populate a contract status for the
    Termination
     business process to complete the
    Maintain Employee Contract
     step on the termination date.
  10. (Optional) Enable autocomplete on the
    End Collective Agreement Assignment
     business process definition.
    Workday automatically completes the
    End Collective Agreement Assignment
     step on the termination date if the employee has an existing collective agreement.
  11. (Optional) Enable autocomplete on the
    Manage Probation Period
     business process definition.
    Workday automatically completes the
    End Probation Period
     step on the termination date if the termination date is between the start and end date of a probation period.
  12. (Optional) Set up job overlap for vacating positions.
Access the
Template-Driven Business Process Security
 report to confirm that you've aligned the
Termination
 business process and domain security permissions.