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:

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 Date Closed to match the Termination Effective Date

   2. Check the Employment Record Terminated box

   3. Click Save

      

4. You’ve successfully closed the case