Your guide to processing terminations online From your home screen in PeopleSoft click on the Terminate Employee link Initiate and Submit a Termination Or navigate to NavBar gtNavigatorgtManager ID: 785355
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Slide1
Manager Self Service Terminations
Your guide to processing terminations online
Slide2From your home screen in PeopleSoft, click on the Terminate Employee link.Initiate and Submit a Termination
Slide3Or navigate to:NavBar>Navigator>Manager Self Service>Job and Personal Information>Terminate EmployeeClick on the Terminate Employee link.
Slide4Click the Select button next to the name of the employee you wish to terminate.
Slide5Enter the employee’s Last Day at Work” date.Click on the calendar link and choose appropriate date.Fill in the date field using mm/dd/yyyy format.
Slide6Click the drop down arrow on Termination Reason to open a box of Termination Reasons.Select an appropriate Termination Reason from drop down list.
Slide7Adding Comments/Attachments
Click in the Request Comments box and add any required/necessary comments.
Click the “Add Attachment” link to add any required or necessary attachments.
Click the Submit button to route the termination request through workflow
.
Add comments here. Similar to Additional Information box on Job Data Change and Separation Form
Slide8Adding Reviewers/ApproversAdding a ReviewerA Reviewer is someone who has the need to know about the termination.Adding a Reviewer does not hold up the processing of the transaction.Reviewers can view comments only. They do not have the access to view any attachments.Adding an ApproverAn Approver is an individual with the authority to stop the actual termination.Will only be used in rare
circumstances.
Will delay the processing of the transaction until the person added approves it.
Approvers have the access to view comments and attachments that have been attached to the termination.
You may add additional Reviewers and/or Approvers after the termination has been submitted.
Slide9IMPORTANT: If you wish to add an Ad hoc Reviewer and/or Approver, it must be done immediately AFTER you have submitted the termination. DO NOT leave the page until you have added everyone that you need to. Will not be able to add once you leave the page.
To add an Ad hoc Reviewer or Approver, click the “Plus” sign near the bottom of the page.
Slide10If known, enter the User ID (generally firstname.lastname) of the person you want to add as a Reviewer or Approver.
OR
Click the magnifying glass to search for user by name.
Slide11Scroll through list of available names to make your selection.
OR
Narrow the search by selecting “contains” from the drop down behind the Name field and typing in last name of person you are trying to Ad hoc .
Click Search
Slide12Once you have selected the name it populates into the User ID field.
Select if that person needs to review or approve the transaction by checking the appropriate radio button.
Click insert.
cynthia.fetsch
Slide13You will be taken back to the Approve Employee Termination screen. You should now see the person you added.
Slide14Ad hoc Approvers and Reviewers are provided with a link on the home page in HRMS to approve or review a transaction.
Slide15Termination Approve/Review
Once the termination has been initiated and submitted it goes through workflow (needs to be approved by the next level (s)).
Supervisors can view where the termination is at in the approval (workflow) process; whether pending, approved or denied.
Click in Termination Approve/Review link on your home page.
You can also navigate: Main Menu > Manager Self Service > Job and Personal Information and then click on Termination Approve/Review.
Slide16Click the Workflow Status drop down box and select: Pending, Approved or Denied.
Click on transaction to see where it is at in the workflow.
If transaction was denied, it will have to be re-submitted.
Slide17To return to your search results, select the magnifying glass at the top and your Recent Search Results will appear in a box.
Slide18Manage Delegation
Navigate to:
NAvBar
>Navigator>Self Service>Manage
Delegation
Slide19Click the Create Delegation Request.
Slide20Fill in the Delegation From Date and To Date by either clicking on the calendar link and choosing the date or fill in the fields using mm/dd/yyyy format.
Open-ended delegations – leave To Date field blank.
Click Next.
Slide21Click
Termination Initiate
option if the proxy should have access to initiate a termination.
Click
Termination Approve
option
if the proxy should have access to approve terminations of employees who report to you.
Slide22Click on the radio button next to the individual that you will be selecting as a proxy and click next.
You can also search proxy by name.
Slide23Search by last name, and/or first name. Click search.
Slide24Find and click the radio button next to the name of person you wish to give proxy rights.
Click Next
Slide25Verify the delegation rights that you are giving are accurate.
Submit
Joyleen Johnson
Slide26Review My Proxies
Navigate to: Main Menu > Self Service > Manage Delegation
Slide27Click Show Requests by Status drop down arrow, make a selection and click Refresh.
Slide28List of delegations that you have authorized.
Supervisor may review, revoke to change proxy rights from this screen.
To revoke, select the check box and click on Revoke.
Slide29Click
Review My Delegated Authorities
link.
Review My Delegated Authorities
Navigate to: Main Menu > Self Service > Manage Delegation
Slide30Click Show Requests by Status drop down arrow, make a selection and click Refresh.
Slide31Click Multiple Transactions and it will show you what your rights are/were.
Slide32Slide33http://und.edu/finance-operations/human-resources-payroll/managers-toolbox/manager-self-service.cfm Manager Self Service Training Manual can be found on HR’s Website in the Manager’s Toolbox
Slide34If you need assistance:
Hires
, JDC’s, Terms – Heidi
7-4988, Misty 7-6124, Tyler 7-4194
Hires
, TLAB,
I-9’s, One Time Add Pays
– Anita 7-2163
TLAB
, Retros – Trish 7-6973
Multiple Add Pays, TLAB
, BCOMM setup,
Hires, Forms – Joanne 7-2156
Applitrack, Recruitment, Position Descriptions
–
Peggy
7-4802
Criminal History Background Checks – Tyler 7-4194
Slide35Questions?