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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Talent Data Removal for Terminated Workers

Steps: Set Up Talent Data Removal for Terminated Workers

Configure the
Termination
business process and security policy in the Staffing functional area.
You can configure your
Termination
business process to remove workers on the termination date or last day of work from:
  • Succession plans.
  • Succession pools.
  • Talent pools.
If you rescind the termination, Workday doesn't return the employee to the succession plans, succession pools, and talent pools.
  1. Access the
    Remove Worker from Talent
    business process definition.
    Configure one or more of these actions or service steps:
    • Remove Terminated Employee from Succession Plan
      .
    • Remove Terminated Employee from Succession Pool
      .
    • Remove Terminated Employee from Talent Pool
      .
  2. (Optional) Create Custom Notifications for the steps.
    Notifications for talent pools or succession pools must trigger
    On Exit
    and use one of these report fields as the
    Related Instances
    :
    • Succession Pools Affected by Remove Worker from Talent
      .
    • Static Talent Pools Affected by Remove Worker from Talent
      .
  3. Access the
    Termination
    business process definition.
    1. Add the
      Remove Worker from Talent
      action step after the completion step of the business process definition.
    2. (Optional) From the related actions menu on the
      Remove Worker from Talent
      step, select
      Business Process
      Maintain Step Delay
      to execute this step on the last day worked.
  4. (Optional) Access the
    Edit Succession Pool
    or
    Edit Talent Pool
    task.
    1. Select a
      Succession Pool
      or static
      Talent Pool
      to exclude from the termination process.
    2. Select the
      Exclude from Termination
      check box to prevent Workday from removing terminated workers from the pool.
      Security:
      Talent Pool: View and Edit
      domain on the Talent Pipeline functional area.