Open topic with navigation

Employee Termination Wizard

Overview

Employee Termination Wizard, Panel 1

Employee Termination Wizard, Panel 1

Terminate an Employee

Open the Termination Wizard.

Panel 1

On-Screen Instructions:  Select the employee you want to terminate and click 'Next'.

1. Follow the on-screen instructions. You may search for and select the employee to be terminated from the upper navigation bar. Confirm that the correct employee is selected for termination. The "Employees Information" section displays read-only employee information.

2. Click Next.

Panel 2

On-Screen Instructions:  Enter the employee's termination information and click 'Next'.

Termination Information

1. Employment Status.  Select Employment Status (options populated from the Employee Status Codes). The Employment Status will determine the payroll processing status.
2. Termination Code.  Select the Termination Code.
3. Termination Date.  Select the Termination Date. The Termination Date will populate the Employment tab, Position End date and Job End date on the Assignment tab and the Employee Termination Detail for HR.
4. Benefits Termination Date.  Select the Benefits Termination Date.  The Benefits Termination Date populates the Termination Date on the employee’s current Benefit Detail records.
5. Payroll Termination Date. Select the Payroll Termination Date.  The Payroll Termination Date entered populates the End Date on the employee's current, active records for Auto Pay Detail, Net Pay Details; and Deduction Detail records.
6. Re-Hirable?  Select Re-Hirable, if the employee can be considered for future re-hire according to the organization's policies.
7. Date of Notice.  Select Date of Notice.
8. Severance Pay.  Enter the Severance Pay, if any, for record-keeping purposes.
9. Pay Group. The Pay Group is automatically selected. Edit the Pay Group for the terminated employee according to your organization's procedures.  This will allow termination processing to update the employee's Pay Group on the master record.

Termination Interview

• Interviewer.  Enter the termination interview information, as applicable. Enter the interviewer's name in the Interviewer field. Select the Date of the interview. Enter any comments or notes in the Comments field.
• Next button.  Click Next.  The final panel displays.

Panel 3

On-Screen Instructions:  Select the post-termination events and click 'Finish' to finalize the termination.

Post-termination events are available on the final panel of the Termination Wizard: check list items, asset details, and COBRA details.

• Follow-up Required?  If any follow-up is required, select the Follow-up Required checkbox.
• Follow-up Comments.  Enter any follow-up instructions or information in the Follow-up Comments as applicable.
• Check List Items.  Search the system for outstanding Benefits items, Deductions in arrears, and Assets to be returned to the company. If the employee has no outstanding benefits, deductions in arrears or assets to return, a message will display stating, ‘There are no check list items to display.’ If this employee has any of this type of active record on their employee detail screens, a window will appear with a selection list that you can use to view the record.
• Assets Detail Screen.  Review any assets that should be collected to be collected or paid for, such as laptops, cellular phones, etc. A message may display if an employee has not returned one or more assets. If the employee has asset records within the system to be returned upon termination, clicking on this button will display the Assets Detail screen for the employee. Verify each Assets Detail record for the employee, and update an employee’s asset assignments on the Employee Assets Detail. If an asset is not returned or returned at a lesser value, do not close out the asset yet. If your company’s policy recovers the asset value from the final paycheck of an employee, inform the payroll department.
• COBRA Detail Screen.  When you click on COBRA Detail, the Employee COBRA Detail opens. Complete the COBRA detail. Review the details of COBRA coverage availability for this employee. The information entered on the Employee COBRA Detail provides information for the COBRA Notification and Election letter. Add or edit records as needed. For roles configured with access to the COBRA Notification and Election Letter, the COBRA Notification and Election Letter can be printed later from the Report Navigator or from a Report Selection screen where this report is configured as one of the options.
• Finish button.  Complete the Employee Termination Wizard. After completing the Employee Termination Wizard, return to the Employee Master and Employee Detail screens prior to the final payroll check creation and verify the information.

Click Finish. Result: A dialog prompts, "Are you sure you wish to terminate employee ‘[Employee Number, Last name, First name]’?" Click Yes to process the termination. Results:  A second message appears telling you the employee has been successfully terminated.

The results of the Employee Termination wizard are described in the Overview topic for Employee Terminations.

Employee Termination Wizard, Panel 2

Employee Termination Wizard, Panel 2

Employee Termination Wizard, Panel 3

Employee Termination Wizard, Panel 3