Managing Layoffs

To manage layoffs, use the Layoff Roster component (HR_LAYOFF_ROSTER) and the Process Layoff component (HR_RUNCTL_LAY).

This topic discusses how to set up and manage a layoff roster and run the layoff process.

Page Name

Definition Name

Usage

Layoff Roster Setup Page

HR_LAYOFF_SETUP

Define the layoff roster parameters.

Layoff Roster List Page

HR_LAYOFF_CAND_LST

Manage the layoff roster.

Layoff Process Run Control Page

HR_RUNCTL_LAY

Process layoffs.

Use the Layoff Roster Setup page (HR_LAYOFF_SETUP) to define the layoff roster parameters.

Navigation:

Workforce Administration > Labor Administration > Layoffs and Recalls > Layoff Roster > Layoff Roster Setup

This example illustrates the Layoff Roster Setup page.

Layoff Roster Setup page

You can enter any number of effective-dated rows into a roster, but only one row per calendar day. When you insert a new row, the system makes the previous rows unavailable for entry.

You can create future-dated rosters and insert future-dated rows into a roster. You can generate and maintain future-dated rosters, but you cannot process the layoff.

Field or Control

Description

Roster Type

Select if the layoff is one of the following:

  • Temporary

    The system makes workers laid off in a temporary layoff available for reinstatement and recall.

  • Permanent

    The system makes workers laid off in a permanent layoff available for recall only.

Mass Update to be used?

Select to use Mass Update to update worker Job Data records with the layoff or recall status instead of using the Layoff process

Labor Group Definition

Click this link to add a new group definition using the Labor Group Definition page.

Use the Layoff Roster List page (HR_LAYOFF_CAND_LST) to manage the layoff roster.

Navigation:

Workforce Administration > Labor Administration > Layoffs and Recalls > Layoff Roster > Layoff Roster List

This example illustrates the Layoff Roster List page.

Layoff Roster List page

Note: The system will not include as candidates those workers who are identified as being exempt from layoff on the Job Labor page.

Field or Control

Description

Planned Termination Date

Select a termination date. The system will enter this date in the Term Date column of the Layoff Roster list, but you can override it if necessary to terminate candidates on different days. The system will process the layoffs as of this date.

The system uses this date as the termination date when you layoff a candidate so you must select a date if there are any candidates in your roster to be laid off.

Date First Notified

Select the date the workers were or will be notified of the layoff for informational purposes.

Expected Reinstatement Date

If you've selected a roster type of Temporary, the system displays this field. Enter the date you expect to reinstate the workers.

Process Layoff

Click to run the Layoff process. The system will move you to the Layoff Process search component.

You can process candidates in batches. The layoff process processes those candidates who have a status with the Process Event? check box selected as part of its definition. After the layoff process processes candidates with a process event status, the system resets the candidates' status to one with the Event Complete? check box selected as part of its definition. The layoff process will not reprocess candidates with an event complete status.

To process another group of candidates, set the status of a new group of candidates to a process event status and run the layoff process again.

This button is not available when you use Mass Update to update workers Job Data records.

Candidates to be processed:

Displays the number of candidates the Layoff Process will process.

Note: The Layoff Process will process those candidates with a status that has the Process Event? check box selected.

See Employee Layoff/Recall Status Page.

Note: You cannot remove candidates who were included in the roster because they were a part of the selected group.

Adding Candidates Manually

You can manually add candidates to the roster (for example, workers who were bumped from their position). To add a candidate manually, add a row and select an EmplID and employee record number. Click the Man Emp (Manual Employee) button to retrieve the person's job details. When the person's details have been retrieved the button becomes display only. The system assigns all manually-added candidates the permanent rank of zero.

The system updates the Nbr in Group to Consider and Total in Group values to reflect the additional candidates.

Note: You can remove candidates who were manually added to the roster.

Use the Layoff Process Run Control page (HR_RUNCTL_LAY) to process layoffs.

Navigation:

Workforce Administration > Labor Administration > Layoffs and Recalls > Layoff Roster > Layoff Roster List

Click the Process Layoff button on the Layoff Roster List page.

This example illustrates the Layoff Process Run Control page.

Layoff Process Run Control page

The layoff process:

  • Inserts a new row in the Job Data pages with the effective date of the layoff.

    The system copies all of the data from the previous Job Data row to the new row and includes the Action and Action Reason values you select here. If the system is unable to enter a job row for an employee due to an error on their job record a message will be entered for that employee number in the log.

  • Inserts a new row into the Recall Rights page with the effective date of the layoff.

    The system enters the value of Layoff in the Reason field.

    The system calculates the Expiration Date using the recall expiration rule attached to the labor agreement being processed.

    The system will not insert a record into the Recall Rights page:

    • If you select the Auto Reinstatement check box on the Layoff Process Run Control page.

    • If the candidate does not have a value for the seniority date used by the recall expiration rule to calculate recall rights.

    • If the Recall Expiration rule attached to the Labor Agreement is a No Recall rule.

    See Understanding Recall Rights.

    See Managing Recall Rights.

  • Updates the status of the processed candidates in the layoff roster with an event complete status.

    See Employee Layoff/Recall Status Page.

Note: If the system encounters any errors when processing a candidate's layoff, the system will skip the person and enter a note into the process logged. The Layoff process includes the candidate on post processing reports, but their job data information is blank.

Field or Control

Description

Roster ID

Displays the ID of the roster from which the process was launched.

Action and Action Reason

Select the action the layoff process is executing and the reason for the action. The system will insert these values into the Job Data row it creates for the people it is processing for lay off.

Auto Reinstatement

The auto reinstatement fields are available for temporary layoffs only.

Field or Control

Description

Auto Reinstatement

Select if all of the people being laid off are to be reinstated at the same time. If you use the Auto Reinstatement field, the system will not insert a record into the Recall Rights page for the candidates being laid off.

Note: When you select an action, ensure that this action corresponds to the layoff Action. For example, if you process the layoff with the action of LOF (layoff), you can only reinstatement the candidates using the REC (recall) action. Candidates laid off with the action TER (termination) can only be reinstated with the action of REH (rehire).

See Manage Recall Rights Page.

Action and Action Reason

Select the action and the action reason for the reinstatement

Reinstatement Date

The system populates this with the expected reinstatement date from the layoff roster when you select the Auto Reinstatement check box, but you can edit it if necessary.

Layoff Reports

The Layoff Process produces two reports:

  • Layoff Roster Post Processing (HRLAY006).

    This report displays a list of those workers laid off.

    The Layoff Roster Post Processing report lists candidates that were not processed for layoff successfully without job data. Review this report to identify candidates that were not processed by looking for those without job data on this report.

  • Recall Rights Post Processing (HRLAY007).

    This report lists those workers who have received recall rights.

    Note: The system does not generate this report if you select the Auto Reinstatement check box.