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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Mass Action Workbooks to Initiate Termination

Steps: Set Up Mass Action Workbooks to Initiate Termination

Configure the
Termination
 business process and business process security policy.
You can set up a Mass Action workbook to initiate the
Termination
 business process manually in bulk for employees.
  1. Set up Mass Action workbooks.
  2. Configure security permissions for the
    Terminate from Launch Mass Action Event
     initiating action on the
    Termination
     business process.
    Ensure that these security groups are also on the
    Mass Action Event
     business process security policy.
  3. (Optional) Add additional facets to the
    Launch Mass Termination
     report. To add additional facets, copy the delivered
    Launch Mass Termination
     report to a custom report and add any additional filters in the report definition.
  4. (Optional) Create Custom Reports.
    Create or edit a custom report to use in the
    Launch Mass Action Event
     task to identify active employees to populate in the workbook.
    Workday won't generate a workbook if the selected report includes more than 500 employees. You can set up filter options on a custom report to filter the employees you want to include.
  5. (Optional) Create or edit a search report to use to access the
    Launch Mass Action Event
     task.
    Ensure that you select
    Launch Mass Action Event
     from the
    Mass Action
     column on the
    Advanced
     tab of the search report.
Access the
Launch Mass Action Event
 task to initiate the
Termination
 business process manually in a workbook.