Processing the Termination for Dismissal Follow these steps if the reason for termination is: Dismissal Always speak to your local HR contact who will advise on the best way to manage the exit and negotiate any packages required with the member of staff where necessary. In the case of dismissal the manager or the HR representative can initiate the termination themselves in Workday your HR representative will advise – on the process for your business area, and how to update Workday if appropriate. Update Workday Note: this step will be undertaken by the Manager or the HR representative please contact your local HR – contact to discuss the process for your business area. If the member of staff is to leave, then the Workday system must be updated as follows: How to Teminate an Employee in Workday Login to Workday. Search for the employee by typing their name in the search bar at the top left. Click on the symbol next to the employee’s name. Click on the option Change’ and ‘Job then Employee’. ‘Terminate Important: If you do not have authority to terminate the employee, this option will not appear. Complete the Details screen as applicable. Include the Primary Reason for the termination for Dismissal. For example, this could be - ‘Dismissed Misconduct, - Other’, or ‘Dismissed ‘Dismissed - Performance’, please use the options – available under the list within the ‘Involuntary’ Primary Reason dropdown list. Important: Ignore the Reason’, ‘Secondary Termination Reason’ and ‘Local ‘Regrettable’ boxes. Tick Eligible for Rehire’ and ‘Not ‘Close Position’ if there is no intention to refill the position. It is assumed that we will always tick the Position’. ‘Close Note: Termination Date is the last date of pay. And Last day of Work is the last day the employee is in the office.
Processing the Termination for Dismissal Follow these steps if the reason for termination is: Dismissal Always speak to your local HR contact who will advise on the best way to manage the exit and negotiate any packages required with the member of staff where necessary. In the case of dismissal the manager or the HR representative can initiate the termination themselves in Workday – your HR representative will advise on the process for your business area, and how to update Workday if appropriate. Update Workday Note: this step will be undertaken by the Manager or the HR representative – please contact your local HR contact to discuss the process for your business area. If the member of staff is to leave, then the Workday system must be updated as follows: How to Teminate an Employee in Workday Login to Workday. Search for the employee by typing their name in the search bar at the top left. Click on the symbol next to the employee’s name. Click on the option ‘Job Change’ and then ‘Terminate Employee’. Important: If you do not have authority to terminate the employee, this option will not appear. Complete the Details screen as applicable. Include the Primary Reason for the termination for Dismissal. For example, this could be ‘Dismissed - Misconduct, ‘Dismissed - Other’, or ‘Dismissed - Performance’, – please use the options available under the ‘Involuntary’ list within the Primary Reason dropdown list. Important: Ignore the ‘Secondary Reason’, ‘Local Termination Reason’ and ‘Regrettable’ boxes. Tick ‘Not Eligible for Rehire’ and ‘Close Position’ if there is no intention to refill the position. It is assumed that we will always tick the ‘Close Position’. Note: Termination Date is the last date of pay. And Last day of Work is the last day the employee is in the office.
workday-guide-for-staff-exit-process_v19_global.docx