Enables you to specify the options effective for closing pay elements, training, clocking and operator records when an employee is terminated.

When you COMMIT, the records you have specified are closed and ResourceLink also:

• Places an end date and leaving reason against each post the employee occupies. The leaving reason you entered in the Termination Reason field is copied across into the Reason for Leaving Post field.
• Informs you if any future diary entries exist for the employee.

General

Note: The options that are display only default from the settings specified in Termination Parameters.

Fixed P/E Automatically Closed

Display only. Indicates whether employee fixed pay elements will be automatically ended during the termination process.

View Fixed PE Before Update

Enter Y to view the fixed pay elements linked to the employee before the termination update.

View Fixed PE After Update

Enter Y to view the fixed pay elements linked to the employee after the termination update.

Temp P/E Automatically Closed

Display only. Indicates whether employee temporary pay elements will be automatically ended during the termination process.

View Temp PE Before Update

Enter Y to view the temporary pay elements linked to the employee before the termination update.

View Temp PE After Update

Enter Y to view the temporary pay elements linked to the employee after the termination update.

Note: The following 3 fields are only applicable if you use the Training module.

Training Automatically Closed

Display only. Indicates whether employee training requirements will be automatically removed during the termination process.

View Training Before Update

Enter Y to view the training requirements linked to the employee before the termination update.

View Training After Update

Enter Y to view the training requirements linked to the employee after the termination update.

Terminate Clocking Details

This field is no longer used.

Set Operator Obsolete

Enter Y if the operator linked to the terminated employee should be made obsolete as of the termination date.

MyView Delegation Closed

Display only. Indicates whether MyView delegations will be automatically ended during the termination process.

View MyView Delegation Report

Enter Y in this field to create a report during the termination process that details all delegations that have been ended and any delegations that could not be end-dated because the delegation included other employees. It is your responsibility to remove terminated employees from delegations which could not be automatically ended.

The employee's AES or NEST scheme and associated pay element is also end-dated. If they are within the opt out period and have withheld funds, Auto Enrolment Scheme Leaver is displayed upon clicking continue to allow you to specify whether the contributions should be refunded or not.

A message is displayed if there are any leave periods that end after the termination date. You must then close or cancel these leave periods as appropriate, before continuing with the termination process.

Provided all absences are closed, Terminate Leave Entitlement is displayed as part of the termination process (unless the Delay Termination field in Employee Absence Parameters is set to Y). This screen displays any entitlement lines that existed for the employee prior to termination.

Future Attendance Reassignment and / or Future Absence Reassignment is displayed upon clicking continue if any leave management absences or attendances exist that span or occur after the post / employment end date.

MD47S18