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| academy:tsds_bestpractices_termemployees [2025/09/02 19:00] – emoreno | academy:tsds_bestpractices_termemployees [2025/10/10 20:07] (current) – emoreno | ||
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| + | **Created**: | ||
| + | \\ | ||
| + | **Reviewed**: | ||
| + | \\ | ||
| + | **Revised**: | ||
| + | <WRAP intro> | ||
| + | This guide outlines best practices for terminating employee records in ASCENDER for TSDS reporting. The steps are listed in sequential order and must be completed in the order shown. | ||
| - | <WRAP intro> | + | Use this document as a reference |
| - | This guide provides best practices for terminated employee records in ASCENDER for TSDS reporting. The steps are presented in sequential order, so it is important to complete them as listed. | + | |
| </ | </ | ||
| - | ---- | ||
| <color # | <color # | ||
| Line 19: | Line 24: | ||
| - | + | 1. [[personnel: | |
| - | 1. [[personnel: | + | |
| - | + | ||
| - | + | ||
| - | Complete the following: | + | |
| - | + | ||
| - | * **End Date** | + | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | 2. [[personnel: | + | |
| Complete the following: | Complete the following: | ||
| * **Termination Date** | * **Termination Date** | ||
| - | * **Extract for TSDS** | + | * **Extract for TSDS** |
| * **Termination Reason** | * **Termination Reason** | ||
| * <color # | * <color # | ||
| * <color # | * <color # | ||
| + | 2. [[personnel: | ||
| + | |||
| + | Complete the following: | ||
| + | |||
| + | * **End Date** | ||
| Line 60: | Line 60: | ||
| Complete the following: | Complete the following: | ||
| - | * <color # | + | * <color # |
| Other recommended: | Other recommended: | ||
| Line 71: | Line 71: | ||
| <WRAP center round alert> | <WRAP center round alert> | ||
| - | Do **NOT** change the **Remaining Pymts** field on this tab. The **Payoff Date** determines the payoff. Modifying the remaining payments can negatively impact taxes and TRS. | + | **Do not** change the **Remaining Pymts** field on this tab. The **Payoff Date** determines the payoff. Modifying the remaining payments can negatively impact taxes and TRS. |
| </ | </ | ||
| Line 84: | Line 84: | ||
| Other recommended: | Other recommended: | ||
| - | |||
| * **Contract Balance** | * **Contract Balance** | ||
| * **Payoff Date** | * **Payoff Date** | ||
| - | |||
| - | |||
| Line 105: | Line 102: | ||
| Complete the following: | Complete the following: | ||
| - | * Adjust | + | * Adjust **Remain Pymts** (if necessary) |
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