HCM: Resignation-Manager
Overview:
This document explains how a manager can process a resignation from an employee. Resignation is part of the Termination process since Termination is any separation, whether voluntary or involuntary.
- The recommended browser for accessing Workday is Google Chrome. However, Mozilla Firefox and Apple Safari may also be used.
- For assistance or training using these procedures, email HR at hr@xxx.edu.
Considerations by Institution
None.
Icons referred to in this document
Related Actions |
Required Field |
Prompt |
Pencil |
Resign An Employee
Notes:
- Please refer to your employee handbook for any resignation policies for your institution.
- If the worker has an additional job, end the additional job first before initiating the resignation. Contact the Human Resources Department to review employee specifics with their resignation/termination.
- On the Workday home page, select the My Team Management application under View All Apps.
- Locate My Team to find the employee for whom you will process a resignation.
- Hover over the employee name until Related Actions appear.
- Hover over the Job Change sub-menu under Actions.
- Select Terminate Employee.
- Select Pencil for the Reason section.
- Select the Primary Reason Prompt and choose from the primary reason codes, which denote rehire eligibility.
Note: Primary reason codes: Eligible for rehire, Not eligible for rehire at institution, or Not eligible for rehire at any state institution.
- Select the Secondary Reason Prompt, choose Secondary Voluntary, and then the option that further explains the reason for the resignation.
Notes:
-
- Refer to your institution policies regarding reason codes for resignation.
- Select only primary reasons for the primary reason prompt and only secondary reasons for the secondary reason prompt. An error will occur if other selections are made.
- Select the Pencil to edit the Details section.
- Choose the Termination Date.
Note: This date is the last day of work for the employee.
- Select the Last Day Worked.
Note: This date will default to termination date unless otherwise specified.
- Select the Pay Through Date.
Note: This date will default to termination date unless otherwise specified.
- Select the Resignation date.
Note: This is the date that the employee gave their notice.
- (Optional) Select the Pencil for Eligibility and under the Eligibility prompt, select yes or no.
- (Optional) Select the Pencil for Position Detail and select the Prompt to provide question answer.
- (Optional) Attach any documentation or add comments regarding the resignation.
- Select Submit.
Note: Once submitted, the Termination business process will initiate, and further steps will need to be completed. See Termination Job Aid for more information.