Understanding the Terminate Action in the Actions Menu

The Terminate option allows you to mark the end of an employee’s position without creating a new position. Using this option, you can track headcount reductions and financial impact caused by terminations in reports.

Notes:

• The Position End Date is automatically populated when a Termination Date is entered.

• Once the Terminate Date is entered, the employee's compensation report will reflect compensation only up until the end of that month. For the remaining months, the compensation will be recorded as null.
  For example, if the Termination Date is in January, the compensation will be null for all subsequent months.

How To Terminate an Employee

To Transfer an employee, do the following:

1. Navigate to Maintenance > Workforce > Workforce Planning Setup. You will be on the Employees tab.

2. Select the Scenario and Budget Entity. The employee roster displays all the employees.

3. Search for the employee and click the Employee Number link from the employee roster to open the employee profile. The employee profile appears.

4. Click the Actions Menu and select Terminate. The Termination Date pop-up appears.
   
   

5. Enter the termination date in the Date field.
   
   

6. Click Proceed.
   

Backfill Options (After Proceed)

The Backfill feature helps you to track and directly replace terminated employees seamlessly. This functionality enables organizations to identify which new hires are serving as replacements for departing employees.

At this stage, you will see the disabled Actions menu and two options:

After Saving (Either Option)

You will return to the original (terminated) employee profile where you will see:

• A Termination label with the Revert Termination and Update Termination Date options

• A Schedule value with the selected termination date (non-editable)

• The Actions menu, Save & New, and Save buttons will be disabled

If no backfill exists, you may:

• Click Create Backfill

• Use Revert Termination or Update Termination Date
  

How to Edit or Update the Termination Date

You can update the termination date whether or not a backfill has been created.

To edit the termination date, do the following:

1. Navigate to Maintenance > Workforce > Workforce Planning Setup. You will be on the Employees tab.

2. Select the Scenario and Budget Entity. The Employees Roster displays all the employees added to that scenario.

3. Search for the employee and click the Employee Number link in the roster to open their employee profile.

4. Click the Update Termination Date icon. The Update Termination Date pop-up appears.
   
   

5. Modify the termination date and click Update. where you will see the Termination label displaying the updated termination date.
   

6. Click on the Back button to go back to the employee roster.

How to Delete the Termination Date

To revert the termination, do the following:

If a Backfill Exists:

1. Delete the associated backfill profile first.

   • A confirmation message will appear, informing you that the backfill is linked to the original employee profile.
     
     

2. Once the backfill is deleted, the Revert Termination icon will become available on the original profile.

3. Click Revert Termination, then Save to restore the employee.

If a Backfill Does not Exists:

To revert the termination, do the following:

1. Navigate to Maintenance > Workforce > Workforce Planning Setup. You will be on the Employees tab.

2. Select the Scenario and Budget Entity. The employee roster displays all the employees.

3. Search for the employee and click the Employee Number link in the roster to open their employee profile.

   1. You can also delete the termination date immediately once the Terminate action is completed.
      Note that the Actions menu, Save & New, and Save buttons remain disabled.

4. Click on the Revert Termination or the delete icon to edit the termination date.
   The Revert Termination pop-up appears.
   
   

5. Click Revert Termination and you will be on the employee profile.
   Note that you must create new positions if that employee has held multiple positions once the termination is reverted.
    

6. Click Save to confirm your changes. The Actions menu is now enabled.

   Notes:

   When copying or duplicating employees:

   • Copying or duplicating employees is permitted only if the termination date is set for the future.

   • Termination details remain exclusive to the original record and are not transferred to copied or duplicated records.

   • You cannot use the termination action for employees holding multiple simultaneous positions. However, it is available for employees with:

     • A single position

     • Multiple incremental (non-overlapping) positions