If you need to provide supporting documentation for the termination, then scroll to the section at the bottom. You ‘Attachments’ can then drag and drop into this section, or click the files’ button to choose a file to ‘Select attach. Once attached you should provide a description of the document and select the relevant Category. In most instances for this process it should be recorded under category. However, if no ‘Termination’ categories are relevant to your documentation type, then choose Documents’. ‘Other Click once complete. The details will ‘Submit’ now be sent to HR to complete the process. When a member of staff is terminated, if they have no outstanding tasks in Workday, then no further action is required by managers or HR Business Partners. However, when the member of is terminated by yourself (or your HR representative), if they do have any open tasks or processes in Workday, these will need to be reassigned to another employee, for example if they had any open Time Off requests (for themselves or from their team) or if their Performance review was outstanding. In this instance both the Manager and the HR representative will receive a task in their Workday inbox to manage these outstanding tasks and processes in Workday. This inbox task is called a task, “Terminate” with a title of Business Processes for Worker” within the body of the task. “Manage The following set of instructions explains how to manage these tasks in Workday if you receive them for an employee who has been placed on leave. Managing a Workers Outstanding Workday Tasks / Processes on Workday for HR BPs & Managers – Login to Workday and review your inbox to see if you have any open inbox items, which would indicate that you do need to manage these outstanding tasks and processes in Workday for this leave’ employee. ‘on Note: you will also receive an email about this inbox task in your outlook email inbox (it may come as an individual email notification or rolled up into your Daily Digest’ ‘Workday depending on your Notification’ set up ‘Outlook in Workday
If you need to provide supporting documentation for the termination, then scroll to the ‘Attachments’ section at the bottom. You can then drag and drop into this section, or click the ‘Select files’ button to choose a file to attach. Once attached you should provide a description of the document and select the relevant Category. In most instances for this process it should be recorded under ‘Termination’ category. However, if no categories are relevant to your documentation type, then choose ‘Other Documents’. Click ‘Submit’ once complete. The details will now be sent to HR to complete the process. When a member of staff is terminated, if they have no outstanding tasks in Workday, then no further action is required by managers or HR Business Partners. However, when the member of is terminated by yourself (or your HR representative), if they do have any open tasks or processes in Workday, these will need to be reassigned to another employee, for example if they had any open Time Off requests (for themselves or from their team) or if their Performance review was outstanding. In this instance both the Manager and the HR representative will receive a task in their Workday inbox to manage these outstanding tasks and processes in Workday. This inbox task is called a “Terminate” task, with a title of “Manage Business Processes for Worker” within the body of the task. The following set of instructions explains how to manage these tasks in Workday if you receive them for an employee who has been placed on leave. Managing a Workers Outstanding Workday Tasks / Processes on Workday – for HR BPs & Managers Login to Workday and review your inbox to see if you have any open inbox items, which would indicate that you do need to manage these outstanding tasks and processes in Workday for this ‘on leave’ employee. Note: you will also receive an email about this inbox task in your outlook email inbox (it may come as an individual email notification or rolled up into your ‘Workday Daily Digest’ depending on your ‘Outlook Notification’ set up in Workday
workday-guide-for-staff-exit-process_v19_global.docx