Example of a Worker Termination

You're a human resources (HR) specialist terminating Jack Smith's work relationship. Jack wants to resign from his part time job of Analyst at the Data Center due to personal reasons.

Let's look at the steps to update the key values for this termination. For other fields, you can use the default values.

Selecting Jack and the Terminate Action

  1. On your home page, select either the Termination or Terminate Employment quick action on the My Client Groups tab.

    Note: The Termination quick action is for version 2 termination and Terminate Employment quick action is for version 3 termination.
  2. Search for Jack Smith and select his work relationship record with the Analyst job.

Enter Termination Information

  1. In the When and Why section, select these values.

    Field

    Value

    When is the termination notification date?

    Select the date Jack first notified you about his plans to resign.

    When does the termination take effect?

    Select the actual date when you want to terminate Jack's work relationship.

    What's the way to terminate the employee?

    Resignation

    Why are you terminating Jack Smith?

    Personal Reasons

  2. Click Continue.

  3. In the Enter Termination Info section, select these field values:

    Field

    Value

    Recommended for Rehire

    Yes

    Revoke User Access

    After termination

  4. Click Continue.

    Before terminating the work relationship, check whether Jack has direct reports. If yes, reassign the reports by using the Reassign Existing Reports section. We recommend that you reassign in these scenarios:

    • The time between the termination notification date and the actual termination date is relatively short.

    • You know the new manager of the direct reports.

Complete the Termination

  1. Click Submit when you're done with the changes.