Terminating Employees and Redistributing Remaining Direct Reports

Objective

After completing this lesson, you will be able to terminate an employee and redistribute remaining direct reports.

Terminate Employee and Redistribute Direct Reports Main Concepts

Employee Central allows users to terminate employees and redistribute their direct reports to other managers within the organization. This feature makes the transition quick and easy.

It is possible to terminate employees directly from the Take Action menu, provided the correct role-based permissions have been granted.

The termination screen allows the user to specify end dates, termination reasons, and whether or not that person is eligible for rehire. You can also deactivate the position the person holds if position management is turned on.

An image of the Terminate/Retire screen with options to input data about the termination

At the bottom of the termination screen, if the employee being terminated has direct reports, there are several options for redistributing these reports. You can choose to send all of them to the upper manager, all of them to a separate manager, or you can individually redistribute employees.

An image of the Transfer Direct Reports section of the Termination screen shows a dropdown menu with options to redistribute the reports.

Different approval processes, or workflows, can be attached to different termination reasons. Role-based permissions can also be used to restrict which termination reasons can be chosen. For example, if you want managers to only be able to complete voluntary terminations in the system, you can simply allow them to only view voluntary termination and retirement event reasons.

The system will automatically deactivate the terminated user based on the last date worked, as long as all approval processes are completed beforehand.

A screenshot shows that an early retirement request is being submitted.

Employees can be also be granted permissions to terminate their own employment through self-service. The target population in the permission role must be defined as The Granted Users Themselves.

Terminate Employee and Redistribute Remaining Direct Reports

In this activity, you will terminate an employee and redistribute the remaining direct reports.

Note

This exercise is a standalone activity and is not required for completing other hands-on exercises for this course.

Use the simulation if you don't have a practice system.

Steps

  1. Search for Penny Welsh in the people search field, and then select her name.

  2. Navigate to Employment Information.

  3. Click Take Action.

  4. Select Terminate/Retire.

  5. Select a Termination Date.

  6. Select the Inv Elimination of Position from the Termination Reason dropdown menu.

  7. Scroll down until you see the Transfer Direct Report section.

  8. Select the option Everyone to other manager.

  9. Select William Carver from the Other Manager dropdown menu.

  10. Click Submit.

  11. View Workflow Participants and click Confirm.