With the exception of terminations for the reasons of Death and Never Reported to Work, a checklist is required before a department can enter a termination in an employee's Job Data record. Attempting to terminate an employee in Job Data without a required checklist will prevent you from saving the transaction.

  • To create a checklist, navigate to: Workforce Administration > Personal Information > Organizational Relationships > CCSF Person Checklist
  • Enter the desired information into the Empl ID field. 
  • The appropriate Employee Record Number is required. You must enter the Employee Record Number from which the employee is being terminated.
  • Enter the desired information into the Empl Record field. Enter "0".
  • Select the Include History checkbox to view historical rows.
  • Click the Include History option.
  • Click the Search button.

You should now have the person's records on screen.

  • Review the existing effective dated rows to determine where the termination row should be entered based on effective date then click to add a new (If the employee's termination is effective prior to the effective date of the current row, contact eMerge User Support for assistance).
  • The Effective Date will default to the current date. Update this field to reflect the employee's true effective date of termination (which is the day after their last day of work, see next line).
  • The Effective Date should reflect the day after the employee's last day of work, and must match the Checklist Date of the checklist you created for this termination.
  • Enter the desired information into the Effective Date field.
  • Click the Termination list item.

Note that HR Status is updated to 'Inactive', Payroll Status is updated to 'Terminated', and Termination Date is 1 day less than the Effective Date

  • Select the appropriate termination Action Reason. If the Action Reason selected does not match the type of termination checklist, the system will display an error message.
  • If updating combination code information, please see the article "Terminating an employee with Combination Code(s)"
  • Otherwise, go directly to the Compensation page to verify if there are additional componets of pay that must be removed.

  • In this example, the employee is funded from the default position.
  • Confirm if the employee has any additional components of pay. Additional components of pay must be removed when the employee is terminated. Please see article "Adding/Removing Additional Pay"
  • Click the Compensation tab.
  • An additional component of pay is compensation paid in addition to the employee's base rate.
  • Verify that all information for the termination transaction is correct.

  • Click the Save button.
  • You have successfully learned how to enter an employee termination.
  • If the employee was negatively separated, enter the applicable information in the CCSF Employment Restrictions page: Workforce Administration > Job Information > Review Job Information > CCSF Employment Restrictions