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Administrator Guide
Last Updated: 2024-02-09
Retire an Employee

Retire an Employee

  • Configure the
    Add Retiree Status
     business process and security policy in the Staffing functional area.
  • Create a retiree organization and assign support roles to it , such as Retiree Administrator and Retiree Partner, using the
    Create Retiree Organization
     task.
  • Create reasons for adding retiree status using the
    Maintain Event Categories and Reasons
     task.
  • Terminate the employee.
You can assign retiree status to a terminated employee in 2 ways:
  • Add the
    Add Retiree Status
     business process to the
    Termination
     business process as an optional step after the completion step. In the
    Maintain Termination Categories
     task, select the
    Retirement
     check box next to reasons that you want to use to track retirees.
  • Run the
    Add Retiree Status
     task.
  1. Access the
    Add Retiree Status
     task and select the terminated employee.
    Workday recommends you only assign retiree status to termination events or terminated workers.
  2. Specify an
    Effective Date
     at least one day after the termination date.
  3. Select a
    Reason
     and
    Retiree Organization
    .
The employee receives the
Retiree as Self
 and
All Retirees
 roles. Workday automatically places the employee in the retiree organization.
The worker is still displayed in the historical information for their previous organization.
You can correct or reverse the retiree status. From the employee's related actions menu, select
Worker History
View Worker History
; then select either
Correct
 or
Rescind
 as a related action on the
Add Retiree Status
 event.