Page Comparison

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1. Open the Case
   Open cases with terminated employment records will show up on the Homepage.

   

2. Verify Termination Effective Date
   You can review the terminated employment record in HCM (most accurate), or you can review the employment record in Salesforce by first clicking on the Contact’s name on the case:

   

   
   Then you can click on the appropriate employment record. This employment information is updated every night from HCM. Termination Date is a field listed in the employment record.

   

3. Close the Case
   Back on the case:

   1. Populate the End Date Closed to match the Termination Effective Date

   2. Check the Employment Record Terminated box

   3. Populate the Date Closed to today’s date

   4. Click Save

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4. You’ve successfully closed the case