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Administrator Guide
Last Updated: 2023-06-23
Steps: Automate Initiation of Termination

Steps: Automate Initiation of Termination

You can determine how you want to initiate the
Termination
 business process for up to 500 fixed-term employees. The
Mass Operation Management
 (MOM) task enables you to either:
  • Automatically initiate the business process.
  • Use a Mass Actions workbook to process fixed-term employees in bulk.
If you want to initiate the
Termination
 business process automatically, Workday enables this initiation through a background job. Alternatively, you can review and verify the data before initiating termination by enabling the Mass Actions workbook. You don’t need to set up a Mass Actions workbook to initiate the business process automatically.
  1. (Optional) Set up the Mass Actions workbook.
  2. Add appropriate security groups to the
    Terminate from Launch Mass Action Event
     initiating action.
    Ensure that these security groups are also on the
    Mass Action Event
     business process security policy.
    Configure the
    Termination
     business process security policy in the Staffing functional area.
  3. Create a segment-based security group with the
    Initiation of Termination
     segment.
  4. Edit Domain Security Policies.
    Add your segment-based security group and grant
    View
     and
    Modify
     permissions.
    Security:
    Mass Operation Management
     domain in the System functional area.
  5. Create Custom Reports.
    Create or edit an existing custom report. Ensure you use the:
    • Indexed All Workers
       report data source.
    • Worker
       report field on the
      Columns
       tab.
    • End Employment Date
       report field on the
      Filter
       tab.
  6. Access the
    Mass Operation Management
     task.
    As you complete the task, consider:
    Option
    Description
    Input Report
    Select the custom report that you created.
    Primary Reason
    Select the primary reason for initiating the
    Termination
     business process for fixed-term employees.
    Close Position
    (Optional) Select this check box to close positions associated with fixed-term employees who are part of a position management organization.
    Is this position available for overlap?
    (Optional) Select this check box to set the fixed-term employee's position for overlap who is part of a position management organization.
    Termination
    If you select this check box, the
    Mass Operation Management
     task automatically initiates a
    Termination
     event for fixed-term employees in the custom report that:
    • Are active.
    • Don't have blocking transactions.
    • Have an end employment date.
    If you don't select the
    Termination
     check box, the
    Mass Operation Management
     task creates an entry in the Mass Actions workbook for fixed-term employees that:
    • Are active.
    • Have an end employment date.
    When the background job completes, you'll receive a notification. Access
    My Tasks
     and click the
    Open Workbook
     button to view your workbook. Click the
    Begin Error Validation
     button to ensure that there are no errors. After verifying, submit the Mass Actions workbook to initiate the
    Termination
     business process in bulk for all valid fixed-term employees.
  7. (Optional) Access the
    Scheduled Future Processes
     report.
    Use this report to change the run frequency or schedule. If you need to change any other
    Mass Operation Configuration
     parameters, you must delete it and create a new one.
View the status of the background job for the
Termination
 events using the
Mass Operation Management Runs
 report.
You can also manually initiate the
Termination
 business process in bulk using workbooks for employees.