HR - Maintain Employee Data - Death Record


In the event of an employee/POI death, a Human Resources staff member should enter Date of Death on the employee personal record and, depending on person type (employee or POI), either terminate the job record or inactivate the POI status.


You may click on the links below to navigate directly to a section:


Update Job Record

Navigation: Workforce Administration > Job Information > Job Data

  1. Enter Employee Person ID or Name and click the search button.

  2. Select employee record if necessary.

  3. Click the + button to add a new row.

  4. Click in the Effective Date field, enter the date equal to the day following the date of death.  
  5. Click the down arrow on the Action field and select TERMINATION as the Action.
  6. Click the down arrow on the Action Reason and select DEATH as the Action Reason.

  7. Click the SAVE button.

Update Person Record

Navigation: Workforce Administration > Personal Information > Modify A Person

  1. Enter Employee Person ID and click Search
  2. Click in the Date of Death field, enter Date of Death

  3. Click the SAVE button.

  4. Click OK button on Warning indicating you may also need to take action in Job Data.

Update POI Relationship Record

Navigation:  Workforce Administration > Personal Information > Organizational Relationships > Maintain POI Relationship.

  1. Enter POI ID and Click Search.

  2. Notice Status equals A (active).  Click + button to add a new row.

  3. Enter Date of Death in the date field and change Status to I (inactive).

    9.2 Maintain POI Relationship Death

  4. Click SAVE button.


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