Approve resignation/retirement and submit termination

  1. From the Workday inbox find the Submit Resignation request.
  2. Upon review, select the appropriate Action button at the bottom of the screen – Approve, Send Back, Deny, Cancel.

After approving the employee resignation, you now need to complete the termination in Workday by following the steps below. 

Note: The employee record will not be terminated if the termination task below is not complete.

  1. Refresh your inbox by clicking the drop down menu caret beside Sort by: Newest or refreshing your browser screen. 
Screenshot of refresh button
  1. Click on the Terminate: Employee Name task.
Screenshot of termination inbox task
  1. Enter the Primary Reason for termination as Voluntary> Resignation, unless there is another more appropriate reason, i.e., if the employee is retiring, select Retirement.
  2. If reason is 'Resignation' or 'Other Employment', enter a Local Termination Reason

Notes: 
• Flexibility includes hours of work (early start and stops), the ability to plan days in and out of office based on personal needs.
• Work from home – Currently across UW, WFH is very limited. If employees are resigning because they are able to work from home more and they desire it, then we want to know.

Screenshot of primary reasons
  1. Confirm the termination dates. 

Note: The dates will populate based on the resignation dates submitted.

  1. If the terminating employee is temporary (fixed term), check the Close Position check box. 
  2. If the terminating a staff employee in a regular position, check the Position available for overlap check box. 
Screenshot of close position check box

Note: Only PM positions will have the close and overlap options.

  1. Upload any applicable documents, i.e. resignation letter/email 
  2. Click Submit to send for HR review.