Several tasks must be completed when a worker's employment with the agency is terminated. One such task is setting the worker termination indicator. When the termination indicator is recorded, all of the worker’s assignments are end dated.
An employee cannot be terminated if he or she is the only employee assigned to a case, as well as if that person is the responsible worker on any case or on any provider activity logs in draft status. These issues must be resolved prior to terminating the employee. The worker becomes "inactive" for the purposes of an employee search.
To record a worker termination, complete the following steps:
From the Home screen, click the Administration tab.
Click the Staff tab.
Click the Maintain Staff link in the light blue menu on the left. The Employee Search Criteria screen appears.
Enter the search criteria. The quickest way to locate the worker's record is to enter the Employee ID number. If you don't have that, you can search by the worker's name, education level, and so on.
Click the Search button. The worker records that match your search criteria appear in the search results table.
Click the Edit link next to the worker's name. The Employee Information screen appears.
Select the check box next to Termination.
Enter the date the worker's employment was terminated in the field to the right of the check box. This date is the end date on the Work History record. (If you change the termination date, the system does not re-send any ticklers.)
Click the Save button. You are returned to the Employee Search Criteria screen. Unless your previous search included inactive employees, the worker is removed from the search results listing.
To view an inactive worker's record, enter the appropriate search criteria on the Employee Search Criteria screen.
Click the Include Inactive check box.
Click the Search button. The inactive worker's record appears in the search results table.