Terminations and Retirements in PeopleSoft 9.1
**SPECIAL NOTE** - Due to the budget load process, currently ONLY those terminations or
retirements with an effective date prior to 6/9/13 may be entered at this time. Transactions
that are on or after 6/9/13 may be entered after the completion of the Budget Load in midJune.
Who can enter terminations and retirements?
KUMC supervisors and managers may enter terminations and retirements for their direct
reports. This function may also be delegated to another person.
All INVOLUNTARY terminations must be authorized by Human Resources. Human Resources
will then enter the termination.
To learn how to setup and manage delegations – please visit this document
http://www.kumc.edu/Documents/hr/What%20you%20need%20to%20know%20about%20Del
egation.pdf
How are terminations entered?
Whether you are the direct supervisor or are delegated the task, the instructions below are the
same.
Path in PeopleSoft
Main Menu → Manager Self Service → Job and Personal Information → Terminate Employee
Today’s date will populate in, or enter the date to show the list of employees that reported to
you as of the date entered. Click the Refresh Employees button to view the list of employees
reporting to you as of the date entered.
Select an employee by clicking the Select button next to the employee name that is
terminating.
The selected employee’s Employee ID and Job Title will appear. Click the Termination Date
using the pop-up calendar icon and select the appropriate termination date. Remember, the
effective date of a termination is the day after the last day worked.
J0001234567
Click the Reason for Termination drop down list – choose the most appropriate reason. Some of
the most common reasons are listed below.
-
Completion of Residency – Completion of the medical Residency Program
End of Temporary – Indicates the end of employment for a temporary employee
Resign – Other – General resignation usually with no reason given
Resign – OthPos not St Srv – Resign for other position not in state service.
Separation w/o Leave Payout – Employee is moving to another state institution (i.e.
K-State, Wichita State, etc.)
For explanation of all other termination reasons, please visit here.
Any INVOLUNTARY termination needs to be approved by Human Resources. Please send
supporting documentation to your HR Business Partner - your termination will not be approved
until the necessary information is received. Your HR Business Partner will then enter the
termination into PeopleSoft. To see what constitutes as an involuntary termination please
select the link to the document above.
Choose the appropriate reason and click Submit.
How are retirements entered?
Whether you are the direct supervisor or are delegated the task, the instructions below are the
same.
Path in PeopleSoft
Main Menu → Manager Self Service → Job and Personal Information → Retire Employee
Today’s date will populate in, or enter the date to show the list of employees that reported to
you as of the date entered. Click the Refresh Employees button to view the list of employees
reporting to you as of the date entered.
Select an employee by clicking the Select button next to the employee name that is retiring.
The selected employee’s Employee ID and Job Title will appear. Choose the Retirement Date
using the pop-up calendar icon and select the appropriate termination date. Remember, the
effective date of a retirement is the day after the last day worked.
J0001234567
Click the Reason for Retirement arrow. Choose Regular Retirement and click Submit.
Please note that all terminations and retirements are sent electronically for review and
approval by the HR PeopleSoft Staff. If you have any problems or questions about entering
terminations, please contact your HR Business Partner.