Employment Terminations

You can use the Employment Tracking Wizard when an employee leaves employment to remove them from a position or managed position and complete their termination information that will then appear in their employment history.

Note: In order to run the Employment Tracking Wizard, users need security permissions to add employment tracking transactions (and its children). In order to view the Employment History created users need read security permissions to employment tracking transactions (and its children).

To launch the Employment Tracking wizard.
1. Select Employee Care in the menu pane and then select Employment Tracking on the Other card.
2. Select the + above the Employment Tracking grid.
3. Select the employee you are terming.
OR
1. Select Employee Care in the menu pane and then select Employees on the Employee Management card.
2. Select the card of the employee you are terming.
3. Select the Options menu on the right.
4. Select Employment Tracking.
Select Termination from the Type list and then select Next.
Select the Termination Reason, whether it is Voluntary and if the employee is Eligible for Rehire and select Next.
Enter the Effective Date of the termination and a Reason and select Finish.
Select Close to exist the wizard.
The entry will appear in the Employment Tracking transactions grid.
Open the entry to view the changes, make modifications to the changes or disregard it (disregarding it will cancel the change) until it has been processed. Employment Tracking transactions with an effective date of today or in the past will process immediately. Those with an effective date in the future will process sometime between 6:00 AM and 10:00 AM ET on the effective date. The users that have security permissions to run the Employment Tracking wizard will receive a message when items finish processing. If an error occurs, the system will put the Employment Tracking transaction On Hold. If this occurs, the processing message will include information about why the Employment Tracking transaction couldn't process. Once you correct the issue causing the error, you must then edit the Employment Tracking transaction to clear the On Hold check box. Once the On Hold check box is cleared the transaction will then process immediately (if the effective date is in the past or today).
Note: In order to disregard the changes, the user must have workflow security up for employment tracking transactions.
After it has processed, you can view the updates on the employee's Employment History tab. and Employment Information tab.
Note: The effective date will appear in the first open term date. If all three term dates are filled, it will remove term date 1, and then move term date 2 to term date 1, move term date 3 to term date 2 and enter the effective date in term date 3.