HR Front End Detailed Steps

Note: If you process separations it may be helpful to set your In/Outbox Column Preferences to display the Transaction Enabled Date to help you track progress of Separation transactions.

1. Search for the employee and open the Employee Record View.
2. Select Transactions » Separation.
3. Type the employee’s last day in the Separation Date field.
4. Select a Job Change Reason (normally EJ002 for resignation or SP003 for retirement – if employee is ending a Notice of Non‐reappointment select EJ001).
5. Type a comment about the separation that includes contact email and phone number.
6. Click Continue.
7. Verify that all jobs now have a Job End Date equal to the Separation Date entered.
8. If the employee held any 9/12 or 10/12 jobs and the Separation Date is other than 8/15, the system generates a deferred pay (DP) job for each 9/12 or 10/12 job. Calculate and enter remaining pay owed for each DP job. If you are unfamiliar with this process contact your college for assistance.
9. Click once on the Separation tab.
10. Review the Separation Date, Last Work Date (both default to separation date entered on previous screen), and Separation Reason (this value does not always default and you may need to select or change it).
11. If necessary, add attachment(s) as follows:
    1. Click Attachments tab
    2. Click Add Attachment
    3. Click Browse, select document to attach (either on your hard drive or network drive).
    4. Click Open
    5. Click Add
    6. Select Document Type, and type a Description.
    7. Repeat as necessary for additional documents. Once all are listed, click Upload. Check the message at the top of the screen to ensure that no error occurred.
    8. Click Done.
    9. You may change the Doc Type in Employee Record View by using the drop down box. You can also edit the Description. Then click Save Attachment.
12. Routing:
    1. Review all changes and click Route. Should get message Success routing to ORG Review stop for Home Org.
    2. If initiator also has Org Review permissions, click the Take Ownership button in the Employee Record View. Otherwise, the transaction appears in Org reviewer Group Inbox. Home Org must Take Ownership, review, and Route. Should get message Success routing to COLLEGE Review stop. If other orgs own jobs for this employee they receive an FYI (read‐only copy of the transaction).
    3. Transaction appears in College reviewer Group Inbox. College reviewer must Take Ownership, review, and Route. Should get message Success routing to CAMPUS Review stop.
    4. Transaction appears in Academic HR Group Inbox. Academic HR must Take Ownership, review, and Apply.
    5. Transaction appears in Academic HR Group Inbox again for second apply. Academic HR must Take Ownership, review, and Apply. Once applied the employee is terminated in BANNER.