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  1. Process Termination business process in Workday according to the Termination - Academic W.I.G. Use reason "Retirement" and the Effective Date of their last day of employment under their regular faculty position. Attach a copy of the final-approved Phased Retirement Agreement to the business process.

    1. Reminder: For TRS retirees, a service break of at least month is required before adding a new job. For ORP retirees, no service break is necessary.

    2. Before the retirement can be processed in Workday, faculty member must have turned in all retirement paperwork to central HR. Once HR has processed the retirement paperwork, they will make the "Retirement" code available for use for that faculty member in Workday.

    3. See COE: Retirement - Faculty for additional information and guidance on faculty retirement.

  2. Academic Personnel Services (APS) will process the professional track Additional Job in Workday for the period described in the Phased Retirement Agreement, based on existing costing allocations. This Phased Retirement position will be at the same rank in which the faculty member retired, but will be without tenure.

  3. After the professional track Phased Retirement position has been final-approved, the home unit Cost Center Manager should make any needed changes to costing, such as moving the appointment to a Non-Tenure Track subaccount. The home unit is also responsible for processing any required Background Check associated with the new professional track position.

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Workday error while processing retirement

  • Problem: While processing a termination business process in Workday with reason of "retirement," you receive the error "This termination reason is only available for employees pre-approved for retirement. Please contact your HR Benefits Specialist."

  • Solution: Either a) the prospective retiree has not yet submitted the necessary paperwork to central HR, or b) central HR has not yet processed their paperwork.

Contact your Benefits and Leave Specialist about paperwork status by looking them up at HR: Find Your HR Representatives.

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