ePAR Training Module Termination 11/9/2018 11/9/2018 ePAR - Termination ePAR - Termination

What is a Termination ePAR? 11/9/2018 What is a Termination ePAR? A Termination ePAR is used when an employee is permanently terminating employment with UTD, voluntarily or involuntarily. A Termination ePAR is not to be used for an employee who is ending an assignment on a temporary basis and will be returning in the next three months. It is also not to be used for an employee who will be on leave for a period of time. If a Termination ePAR is needed, please continue reading. If an End of Assignment ePAR is needed, please see our End of Assignment ePAR training module. If a Leave of Absence ePAR is needed, please see our Leave of Absence ePAR training module. 11/9/2018 ePAR - Termination ePAR - Termination

11/9/2018 ePAR - Termination

Select Gemini HR. 11/9/2018 ePAR - Termination

11/9/2018 ePAR - Termination

Select “Add a New Value”. 11/9/2018 Select “Add a New Value”. 11/9/2018 ePAR - Termination ePAR - Termination

Click the dropdown menu for the ePAR action, and select “Termination”. 11/9/2018 ePAR - Termination

Enter the employee ID if known Enter the employee ID if known. If the employee ID is not known, click the magnifying glass to utilize the search function. Enter the known information and click “Lookup” to search for the employee. Click on the correct employee ID to continue. 11/9/2018 ePAR - Termination

Selecting the employee ID will allow entry of the ePAR information. This is a required field. It is used to note whether the termination is voluntary or involuntary. The choice in this drop-down will determine the options on the next two levels. 11/9/2018 ePAR - Termination

If “Involuntary” is selected, the following options will be available. Each Level 2 reason will have different options for Level 3 which is an optional field. This is a required field. 11/9/2018 ePAR - Termination

If “Voluntary” is selected, the following options will be available. Each Level 2 reason will have different options for Level 3 which is an optional field. 11/9/2018 ePAR - Termination

Several other fields are available to fill out. This is a required field. You must select “Yes” or “No” for Recommend Rehire. If “No” is selected, paperwork will have to be attached to the ePAR on a later step as evidence of why the employee should not be rehired. This is a required field. It should be the last day that the terminating employee will work. 11/9/2018 ePAR - Termination

Several other fields are available to fill out. This is an optional field that can be clicked if the employee is transferring to another state agency. If the state agency is known, it can be filled in or searched for. 11/9/2018 ePAR - Termination

Several other fields are available to fill out. If the agency is not found in the search page, it can be entered manually after clicking this box. This is an optional field. It can be used if the terminating employee wishes to donate some or all of their remaining sick time. If “Donate All” is clicked, the “Hours to Donate” box will disappear. 11/9/2018 ePAR - Termination

Several other fields are available to fill out. This field can be used if the employee’s PeopleSoft Access should end on a different date from the last date of employment. This box can be clicked if the terminating employee’s address needs to be updated. 11/9/2018 ePAR - Termination

Several other fields are available to fill out. Click the “Save” button to continue processing the ePAR. Further changes can be made after the ePAR has been saved, and the ePAR can be saved as many times as needed. Note: the ePAR cannot be submitted without first being saved. The “Submitter/Contact Information” will contain the information of the person who created the ePAR. Click this white arrow to expand. A secondary contact with information regarding the ePAR can also be added. 11/9/2018 ePAR - Termination

Upon saving the ePAR, you will have access to more fields. If “No” was selected for “Recommend Rehire”, an attachment is required as evidence for why the employee should not be considered for rehire. Once the ePAR has been saved, it will be assigned a request ID. This number will allow you to leave and come back to an ePAR later. The “Attachments” button can be used to upload paperwork related to the termintation. To attach a document, click “Attachments”. 11/9/2018 ePAR - Termination

When “Attachments” is selected, a new page opens up. Select the drop down box to choose a type of document to attach. 11/9/2018 ePAR - Termination

Once an attachment type has been selected, a document can be uploaded. Click the “Add” button. Click the “Browse” button to search for the document you would like to attach. Once you have found your document, click “Upload”. 11/9/2018 ePAR - Termination

Once an attachment type has been selected, a document can be uploaded. Multiple documents can be added to an ePAR. To add additional documents, click the “+” button. Once all documents have been attached, click the “Done” button. 11/9/2018 ePAR - Termination

After attachments are completed, the ePAR can be reviewed for submission. If all of the information is correct, the ePAR can now be submitted for approval. Once the ePAR is submitted, no changes can be made. 11/9/2018 ePAR - Termination

Once the ePAR is submitted, the Approval Workflow will be visible. You will be able to see the progress of the ePAR through the various approval levels. 11/9/2018 ePAR - Termination

You will also receive an email that your ePAR has been submitted for approval. The email will contain a link that will take you back to the ePAR if you are logged in to Galaxy. If you are not logged in to Galaxy, the link will take you to the Galaxy login page. 11/9/2018 ePAR - Termination