Termination Workflow

Termination Workflow Overview:

The Employee Termination Request workflow enables a school district to initiate employee terminations, manage the approval process, assign and track associated tasks, and notify internal staff about an employee’s termination.

Requesters can initiate termination from Employee Information or e-Forms & Tools.
Requesters can track the status of in-progress termination requests.
Termination tasks are assigned per workflow setup; assignees are notified and can mark tasks complete (e.g., exit interview, user ID disablement).
Multiple departments can work on termination tasks simultaneously.
HR and authorized users can view task status across departments.
Approval and task status are visible on dashboards and via email notifications.
Approvers can act on requests from both Employee Access Center (EAC) and the core system.
Delegation is supported on both the approval list and detail screens.
Post-approval notifications are sent to users not involved in the approval process.
Workflow Admins are notified when terminated employees or task actors remain assigned in approval roles, prompting cleanup.
After approval, active pay rate records are updated with correct Last Day Worked and Last Day to Pay values.

Create Termination Workflow

Menu path

To access the setup page for Advanced Workflow, follow the steps below:

From the menu, select System Administration.
From System Administration, select Workflow.
From Advanced Workflow, select Workflow Setup.
Select Termination.

The workflow must be enabled in the workflow configuration profile.

Create a group

From the menu, select System Administration.
From System Administration, select Workflow.
From Advanced Workflow, select Workflow Setup.
Select Groups.
Select Create Group.

Once selected, a form will be available for you to input the required information. The following fields are required in the form:

Field	Details
Group Title	Required custom text field for the group’s name
Workflow Area	Required to determine what area the group has access to.
Description	An optional short description for the group.
Status Active	Select the button to make the group active in the dropdown list.

Group Criteria

If you would like to set up Group Criteria, you can configure custom criteria grouping with your group as well. For example, you may want to create a group of all active employees. To do so, you could set up a group criteria to only pull active employees in the system. The following fields are available in the group criteria section

Field	Details
Group	Select to group two or more criteria together
And/Or	Dropdown option for And/OR validation
Area	Tables based on the workflow area selected.
Filed Name	Field Name based on the area selected
Condition	=equals >( is greater than) >= ( is greater than or equal to) < ( is less than) <= ( is less than or equal to) is in ( comma delimited list) is not in( comma delimited list) < > ( is not equal to) is blank starts with contains
Value	Custom numeric value

Termination Area Options

Area	Field Name
Employee	Address Line 1 Address Line 2 Base Location Birth City City Department Email Address Employee Number First Name Hire Date Information Release Flag Last Name Middle Name Original Hire Date Personal Email Address Preferred Name Previous Last Name Send E-Voucher State Suffix Supervisor Login User Login Zip Code
Employee Personeel Information	EEO Reported Personeel Employee Type Code Handicap Flag
Employee Termination	Approval Status Status Term Code Notes Submit Date Employee NO Req Employee NO Request ID Last Day Worked Term Date