Assignment Workflow - Terminate Employee

Terminating the Assignment happens when the individual is no longer in a specific role in a Territory or team or when the individual leaves the company. You can find this flow either by:

Locating the specific Territory (GTM object in Salesforce)
Locating the Specific User in salesforce
Locating the specific Account Team Object in salesforce

To access the Terminate Assignment workflow from the Territory GTM Object

Login into Salesforce and find Search for the Territory
Click on the GTMs and you will be authorized to use the Fullcast canvas app.

Access to workflow

You will only have access to the specific workflows if you have the appropriate permissions to the Territory or Team. Access is granted by Role and via Assignments. Please see the section on Role Based Access Permissions for more information. If you don't have access, please request your fullcast plan admins to provide you with access.

Click on Terminate Assignment.
Select the assignment name you want to terminate in the screen that appears. Please note if you are coming in from a user object or Account team object - you won't be asked for this step.
Select the effective date on which you want to terminate the assignment for the employee.
You will be then presented with a list of any other currently active assignments for the user (if any)
Select appropriate action that you would like to take after the termination process.
The available actions after the termination process are as follows

Action	Result
No replacement	No need to choose replacement coverage. When this option is selected, the assignment of the employee ends on the effective end date selected.
Permanent replacement	A permanent replacement is identified and a replacement employee needs to be chosen. When this option is selected, the following happens: The current assignment will be closed out on the effective date you selected in step 6 above. A new assignment starting on the effective date and closing on the same date as the original assignment will be created for the permanent user.
Temporary replacement	A temporary replacement is identified and a replacement employee needs to be chosen. When this option is selected, the following happens: The current assignment will be closed out on the effective date you selected in step 6 above. A new assignment starting on the effective date and closing on the same date as the original assignment will be created for the temporary user.

After doing appropriate selection, click on confirm.
If the employee being terminated has targets assigned to them (person targets), then you will be asked to choose the appropriate action for these targets as well.

Your termination has now been recorded in the system. On the effective date, the appropriate changes will be pushed into Salesforce in terms of account ownership and account teams.

Terminating employee in Account Team Member Layout

Login into Salesforce and click on Accounts Object.
Click on the Accounts team Member where you would want to use the Terminate Assignment.
On the top right corner click on the drop-down menu near change role and select Terminate Assignment.