Concept: Termination Impact

Employee terminations have a broad impact in Workday. It affects areas such as staffing, compensation, benefits, security, reports, and integrations.

The Termination
business process definition for your organization might include some of these actions by default.

General: Complete the Termination business process.
Document the results of an exit interview with the
Create Exit Interview
task. The Termination
business process doesn't support this task as an allowed action. You can configure it as a To Do step.
Deactivate the employee's Workday account. You can also automate this process.
Grant access to payslips, tax documents, and contact information in Workday.
Change the employee's security groups. To see the current security group assignments, select from
Security Profile
View Security Groups
the employee's related actions menu.
Reassign roles held by the terminated employee to prevent tasks from becoming unassigned.
Enter the date of death on the
Edit Personal Information
task if a termination is involuntary because of death.
Tasks, Reports, and Integrations: Reassign My Task items, business processes, and delegations. Configure the Auto-Manage Business Processes
service step on business processes to reassign or cancel business process steps that are in
Save for Later
status automatically.
Transfer ownership of custom reports to another worker. From the employee's related actions menu, select
Security Profile
View Custom Reports
. Access the
Transfer Ownership of Custom Reports
task. The intended new owner must be in:
The Report Writer security group.
One or more security groups that are associated with the data source accessed in the report.
Transfer ownership of background processes to another worker.
Financial: Reassign business assets.
Submit a final expense report for the terminated employee.
Benefits and Compensation: Discontinue Benefits on Termination.
Review COBRA eligibility.
Request One-Time Payments for Employees.
Initiate Compensation Review Processes.
Concept: Pay for Terminated Workers and set up payroll input.
Steps: Add or Remove Employees to or from Compensation Reviews.
Staffing and Talent: Review and update service dates.
Review union membership.
Assign retiree status.
Steps: Set Up Talent Data Removal for Terminated Workers.
Cancel or complete in-progress employee reviews. You can also manually advance a review to the completion step.
Steps: Set Up Auto-Manage Business Processes Service Step to take action on business processes and tasks in
My Tasks
for a person automatically.
End any active collective agreement assignments without an end date.

Initiate Compensation Review Processes

Steps: Manage Collective Agreements

FAQ: Terminations