1.
Currently termination process will
depend on change of status data & not profile updated data. Therefore, the
following steps will take place upon terminating an employee.
2.
Create a relevant
(Termination/Resignation) change of status record with the termination date as
effective date.
3.
Shift to Payroll Daily Operations; My
Daily Work à
Employee Files à
Payroll “function area” à
Terminate Employee Wizard, and select the relevant (Termination/Resignation) change
record; (Effective Date – Transaction Name).
4.
The form will retrieve change record
data, in terms of termination date & payroll group period (From – To).
Then, verify displayed Non-Working Days.
5.
Specify Vacation Due Adjustment days
& its record name, along with activating the relevant check box.
6.
Benefit Data section will list all
benefit records at which this employee is enrolled. Verify items amounts &
close after posting via provided check boxes.
7.
Also, a user may add additional records
for benefits data, via provided ‘New’ link through this form, as the system
will add an empty record at the end of the grid.
8.
Posting Options: check any of the
provided options for posting recurring items whether before or after adding
benefit items.
9.
Zero Payroll: Select (Zero
Payroll) paycode to signify that the employee will take his/her salary now
after applying all deductions, before the end of the month. Note that, this
(Zero Payroll) paycode is a deduction paycode at which the system will post the
employee Net Salary amount after settlement. Hence, this employee will be
excluded from payroll calculation at the end of the period, as s/he has already
received settled earnings before the end of the payroll period.
10.
Check mark the required batch action
that will be applied to Get Records from any of the provided modules, so
that it can have the proper impact on payroll.
11.
A user can choose to Post all
specified actions, to finalize this termination process. Also a user may apply Close
for selected benefit records at the ‘Close’ column.