You are here: Reference > Wizards > Employee Termination Wizard

Employee Termination Wizard

Overview

Employee Termination Wizard, Panel 1

Select the employee you want to terminate and click 'Next'.

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.
  1. 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

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.

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

Enter the employee's termination information and click 'Next'.

Employee Termination Wizard, Panel 2

Employee Termination Wizard, Panel 3

Select the post-termination events and click 'Finish'

Employee Termination Wizard, Panel 3