Requesting Retirement of an Employee

   Overview   

OneUSG Connect allows you to submit a request to retire an employee. The Retirement Effective Date is always the first day of a month.

The request should not be submitted until the employee has visited with HR and has a retirement date set.

The transaction will be routed through the OneUSG Connect workflow process for the appropriate approval.

Associated SOPs

SOP_TRM_003 Retire an Employee

Associated Resources

Faculty and Staff Separation Checklist (rev 7.10.19)

In this article, you will submit a request to retire an employee.

1. Step 1

The Employee Self Service page is displayed with the NavBar button highlighted.

First, log into OneUSG Connect.                         

From the Manager Self service page, click the NavBar button.

2. Step 2

The page is displayed with the Menu icon highlighted.

Click the Menu icon.

3. Step 3

The Retire Employee link is highlighted.

Use the following Navigation:  Manager Self Service > Job and Personal Information.

Click the Retire Employee link.

4. Step 4

The Retire Employees page is displayed with the section for Avery Gooddog highlighted.

The Retire Employees page is displayed with a list of your employees.

5. Step 5

The Retire Employee page is displayed with the Employee [>] button highlighted.

The Retire Employee page is displayed with a list of your employees.

Locate the employee to submit the retirement request, and click the Employee  [>] button.

Example shown here: Avery Gooddog

6. Step 6

The Effective Date field is highlighted.

The Work and Job Information page is used to enter the retirement information.

The Effective Date field is used to enter the date of the termination. Retirement must be effective on the first day of a month. An employee who works any day during a month may not retire until the first day of the following month .

Enter the appropriate Date information or use the Calendar Tool to select the date.

Example shown here: Date as displayed
 

7. Step 7

The Reason dropdown menu is highlighted.

To select a reason for the retirement, click the Reason dropdown menu.

8. Step 8

The Normal Retirement option is selected from the Reason dropdown menu.

Select the appropriate Retirement option.

Example shown here: Normal Retirement option

9. Step 9

The Next button is highlighted.

Click the Next button.

10. Step 10

The Comments field is highlighted.

If appropriate, use the comments field to enter a information about the termination.

11. Step 11

The Submit button is highlighted.

Click the Submit button.

12. Step 12

The Retire Employee confirmation page is displayed with the message ‘Your transaction request for Avery Gooddog has been successfully submitted.’ highlighted.

The Retire Employee confirmation page is displayed with a message that your transaction has been successfully submitted for approval.

The transaction will be routed through the OneUSG Connect workflow process for the appropriate approval.

13. Step 13

The Retire Employee confirmation page is displayed with the Not Routed approval step highlighted.

Note: The Pending section displays the approval levels that the retirement request may go through in the approvals workflow process.

Not all levels of approvals displayed in this section are required. Departments will determine the required approval levels. If an Ad Hoc  Approver is required, see the article "Adding an Ad Hoc Approver". This article provides instructions on how to view approvers assigned to this workflow and add approvers and or reviewers to this transaction.
 
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