Stay tuned--this page will be built soon!The system will alert the team when the employment record for an employee with an active case is terminated. This allows the team to review the active case and close the case, if necessary.
*Click the images below to enlarge
To view and close a case from a terminated employee, follow these steps:
Open the Case
Open cases with terminated employment records will show up on the Homepage.
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.
Close the Case
Back on the case:Populate the End Date to match the Termination Effective Date
Check the Employment Record Terminated box
Populate the Date Closed to today’s date
Click Save
You’ve successfully closed the case