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Administrator Guide
Last Updated: 2023-09-08
Initiate Termination in Mass Action Workbooks

Initiate Termination in Mass Action Workbooks

  • Configure the
    Termination
     business process and business process security policy.
  • Set up mass action workbooks for terminations.
  • End additional jobs or positions for the relevant employees.
  • Security:
    Mass Action Events
     domain in the System functional area.
You can initiate the
Termination
 business process for employees in bulk with a Mass Actions workbook.
You can add employees to a workbook by:
  • Using the
    Launch Mass Termination
     report.
  • Selecting a report in the
    Launch Mass Action Event
     task.
  • Using a search report to access the
    Launch Mass Action Event
     task.
  • Adding them manually.
The
Mass Operation Management
 (MOM) task also enables you to use a Mass Actions workbook to process fixed-term employees in bulk.
Workday recommends that HR administrators complete fields in the workbook from left to right so data can populate efficiently.
  1. Access the
    Launch Mass Action Event
     task.
  2. As you complete the task, consider:
    Option
    Description
    Mass Action
    Select
    Termination
    .
    Report
    To populate the workbook, select a standard report or a custom report that includes up to 500 employees.
    You can filter the population by report definition parameters, if you select a custom report with configured parameters.
  3. After the workbook generates, select
    Open Workbook
    .
  4. As you complete the workbook, consider:
    Field
    Description
    Share
    You can share the workbook with other individuals or security groups. Members can't edit the workbook if they’re only granted access to the
    Complete Mass Action Event
     step on the
    Mass Action Event
     business process policy.
    You can share mass action worksheets with constraint security groups but view and edit access to mass action worksheets depends on the position and domain security settings that you apply to the profiles.
    Employee
    If you select a report on the
    Launch Mass Action Event
     task, the number of employees in the workbook can differ from the report. Workday automatically removes inactive employees, future employees, and contingent workers from the workbook.
    Notification Date
    This field can populate the
    Notice Period
     field based on the
    Primary Reason
     you select if the employee doesn't have a severance package.
    Recommended Termination Date
    This field can populate based on the
    Notice Period
     and
    Notification Date
     fields.
    Termination Date
    Last Day of Work
    Pay Through Date
    These fields populate if you select a
    Termination Date
     on the
    Launch Mass Action Event
     task or in the workbook.
    Employees can have different termination dates in the same workbook.
    Assigned Severance Package
    This read-only field populates if the employee has an assigned severance package.
    Begin Error Validation
    Select this button to resolve any errors and submit the workbook.
The
Termination
 business process initiates for employees in the workbook. Any other steps on the business process route for completion.