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It also provides reason-specific checklists covering voluntary, involuntary (dismissal/layoff), board member term expiration, and retirement workflows.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/termination-checklist-06-2026/275015/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/termination-checklist-06-2026/275015.png","ImageObject",442,249,{"name":42,"@type":43},"Genevieve","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-25","2026-09-15",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",13,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What tasks are required for all employees when processing termination?","Question",{"text":63,"@type":64},"Termination must be processed in Workday and Neogov before a job requisition can be created. Banked comp and holiday hours are automatically paid out, and additional checks include IPERS refund requests (when applicable) and collecting unpaid insurance arrears for terminated employees on medical leave.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What should be completed for voluntary termination?",{"text":68,"@type":64},"Add the Employee Separation form to Workday, ensure the last day worked matches the employee’s final Workday timesheet hours, and add notice of resignation (either the employee’s resignation letter or an agency notice). For job abandonment, ensure it meets the 3 consecutive days missed requirement.",{"name":70,"@type":61,"acceptedAnswer":71},"What are the key steps for retirement terminations in Workday?",{"text":72,"@type":64},"Select the correct Workday termination reason based on Termination Reason Guidance, use the matching retirement checklist (SLIP retirement or regular/Medicare), add required forms and notices, list the IPERS file date in Workday comments, confirm the employee has filed with IPERS before retiring, and email insurance paperwork rather than uploading it into Workday.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},275015,1791360685,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":136,"language":137,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":12,"update_tm":141,"read_time":30},1374391974585,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Termination Checklist  \nPurpose  \nThis job aid provides checklists for the Termination business process. To complete the Termination and Add Retiree Status business processes in Workday, please review the Termination Job Aid.  \nResources  \nUse the following resources to support you in the Termination business process.  \n● Termination Reason Guidance  \n●  Dates Cheat Sheet  \nTasks for All Employees  \nThe following tasks must be completed for all employees regardless of the termination reason:  \n● The incumbent’s termination must be processed before the job requisition can be created in both Workday and Neogov.  \n● All banked Comp, Holiday Comp, and Banked Holiday hours will automatically be paid out.  \n● For a permanent (non-temp) employee who terminated with less than six (6) months of employment, send an email to DAS-SAE to ask for an IPERS refund to be processed.  \n● If applicable, check if the employee has any insurance premium arrears balances that have not been paid. Review the Arrears for Terminated Employees on Medical Leave Job Aid for support. Collect the remainder of any amounts owed.  \nLast Updated: 06/2026 Page 1 of 7  \nChecklists by Termination Reason  \nSelect the reason for termination in the following list to jump to the correct checklist. Voluntary Termination 2  \nInvoluntary Termination 3  \nBoard Council Member Term Expired 3  \nRetirement 4  \nClient/Patient 5  \nLong-Term Disability 6  \nDeath of an Employee 6  \nTemporary, Seasonal, Internship 7  \nTransfer 7  \nVoluntary Termination  \nComplete this checklist for any regular termination. For support, review Termination Reason  \nGuidance.  \n● Add Employee Separation form to Workday.  \n● The last day worked needs to be the last day they have hours worked on their Workdaytimesheet.  \n● Add Notice of resignation to Workday – either their own resignation letter or a notice to the employee that they’ve been terminated.  \nNote: When it’s a job abandonment, it needs to be 3 consecutive days missed.  \n● Ask if they want to defer any of their leave payouts to a deferred comp account (available for new and existing RIC participants) and verify that they submitted a RIC Special Deduction form to the RIC team.  \nLast Updated: 06/2026 Page 2 of 7  \nInvoluntary Termination  \nComplete the appropriate following checklist for an involuntary termination, either dismissal or layoff.  \nDismissal  \n● Add Employee Separation form to Workday.  \n● The last day worked needs to be the last day they have hours worked on their Workdaytimesheet.  \n● Add Termination letter to Workday – this is usually a letter created and sent from the Agency stating the employee is being terminated involuntarily.  \nLayoff  \n● Add Employee Separation form to Workday.  \n● Add notice of layoff to Workday-see Sample Letters.  \n● The last day worked needs to be the last day they have hours worked on their Workdaytimesheet.  \n● Ask if they want to defer any of their leave payouts to a deferred comp account (available for new and existing RIC participants) and verify they submitted a RIC Special Deduction form to the RIC team.  \nBoard Council Member Term Expired  \nComplete the following check list for terminations of all board members in job class 14000.  \n● No attachments required.  \n● Last day worked does not matter as they don’t submit hours.  \n● Make sure they have submitted all meetings they have attended for payment.  \n● Term date must also be before new person starts  \nLast Updated: 06/2026 Page 3 of 7  \nRetirement  \nComplete the appropriate following checklist for termination due to retirement, either Sick Leave Insurance Program (SLIP) retirement or regular/Medicare retirement.  \nSick Leave Insurance Program (SLIP)  \n● Complete the SLIP Retirement Checklist.  \n● Add Employee Separation form to Workday.  \n● Add Notice of Resignation to Workday.– either their own resignation letter or notice from the Agency.  \n● Add SLIP Enrollment form to Workday.  \n● The last day worked needs to be the last day they have hou","cbCaisybpt61PBdN","https://ap.wps.com/l/cbCaisybpt61PBdN","pdf",316286,7,"English","# Purpose\n# Resources\n# Tasks for All Employees\n# Checklists by Termination Reason\n## Voluntary Termination\n## Involuntary Termination\n## Board Council Member Term Expired\n## Retirement\n## Sick Leave Insurance Program (SLIP)","[{\"question\":\"What tasks are required for all employees when processing termination?\",\"answer\":\"Termination must be processed in Workday and Neogov before a job requisition can be created. Banked comp and holiday hours are automatically paid out, and additional checks include IPERS refund requests (when applicable) and collecting unpaid insurance arrears for terminated employees on medical leave.\"},{\"question\":\"What should be completed for voluntary termination?\",\"answer\":\"Add the Employee Separation form to Workday, ensure the last day worked matches the employee’s final Workday timesheet hours, and add notice of resignation (either the employee’s resignation letter or an agency notice). For job abandonment, ensure it meets the 3 consecutive days missed requirement.\"},{\"question\":\"What are the key steps for retirement terminations in Workday?\",\"answer\":\"Select the correct Workday termination reason based on Termination Reason Guidance, use the matching retirement checklist (SLIP retirement or regular/Medicare), add required forms and notices, list the IPERS file date in Workday comments, confirm the employee has filed with IPERS before retiring, and email insurance paperwork rather than uploading it into Workday.\"}]","Termination Checklist - 06-2026 | PDF",1789484533]