Exiting Employee Checklist

The checklist below is intended for general guidelines only. Your ITC may supply slightly different instructions depending on their policies and procedures. Please contact your ITC for their checklist.

This checklist can be used to pay an employee for any work days owed as well as to pay off any accrued wages.

1. Update the Employee Record.

Enter a Termination Date equaling the last day employee worked.

2. update the Position Record.

Enter a Stop Date equaling the last day employee worked.
Enter a Separation Date
Enter a Termination Date equaling the last day employee worked.
For EMIS purposes, enter the correct number of hours in the Hours In The Day field, the correct number of days in the Contract Work Days field, and the correct contract amount in the Contract Amount field

3. Update the Compensation Record.

Enter a Compensation and Calendar Stop Date equaling the last day employee worked.
Uncheck the 'Stretch Pay' box, if applicable, and click on Save.

4. If employee is stretch paid and is owed accrued monies, create a record in Payroll - Payroll Payments- Future or Current selecting the Pay Type of Pay Off of Accrued Wages.

5. Update the Payroll Items Records.

Filter the grid to find employee’s current Payroll Item records.
Click on the Mass Change option.
Import the Payroll Item Stop Date Mass Change definition.
Enter the Stop Date in the Mass Change Definition using the last Pay Date.
Execute the Mass Change program.