Types of separation events
- Term End
- Resignation
- Retirement
- Emeritus
- Eligible Retiree
- Phased retirement
Definitions
- Term End - Faculty member has an appointment end date and is not being reappointed. Terminate the faculty member in Workday on the last day of the appointment. No documentation is needed.
- Resignation - Faculty member has tenure or is resigning earlier than the appointment end date. The faculty member must provide a resignation memo containing the anticipated last date of work which you will send to faculty.admin@yale.edu.
- Retirement - The faculty member must provide a memo containing the anticipated retirement date which you will send to faculty.admin@yale.edu.
- Faculty members who are retiring from Yale should be referred to Employee Services to determine if they are eligible for retiree benefits.
- Emeritus status - Ladder faculty and some non-ladder instructional faculty may be eligible for emeritus status. This is active employee status for life, including active netIDs and email. (Refer to the Faculty Handbook, section XXI, Retirement and Emeritus/Emeriti Titles.)
- OFAS staff will transition the faculty member to emeritus status.
- Eligible Retiree - If the faculty member is not eligible for emeritus status but is deemed eligible for retiree status, you must terminate the faculty member in Workday and select the reason “Retirement”.
- Phased Retirement - Faculty members interested in this program should contact Employee Services to schedule an appointment with a counselor.
- OFAS staff will transition the faculty member to phased retirement. This involves changing the FTE to 50%, changing the Job Profile to a phased retirement one, and changing the academic appointment.
- The Provost’s Office submits the annual changes to the compensation. That is, they add the Faculty Phased Retirement Allowance Plan and submit annual changes (reductions) according the phased retirement contract.
- Upon completion of the phased retirement term, OFAS staff will transition the faculty member to emeritus status if eligible, or instruct the department to enter the termination.
Relevant Workday guide(s): Termination/Separation: Employee (Academic)
Note: The Termination Date needs to be the same as the last day of work, not the next day.
Refer to the Offboarding page for processing procedures.
“Retired” vs. “Retired - Active” in Workday
Employees – staff or faculty – who are “Retired” are inactive and do not have active netIDs, email, or Yale ID cards. The “Retired” status means that they are eligible for retiree benefits.
Employees who are ”Retired - Active” have been terminated, provided with retiree status for the purpose of enrolling in retiree benefits, and rehired for part-time work thus becoming active employees. Retired - Active should not work more than half-time (50% FTE). Else they risk loosing their retiree benefits.