Reasons are very important as it helps automate tasks, emails, and actions taken by users, members, clients, etc.
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Reasons are accessed from - Masters
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→ Main Masters
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→ Reasons (Personnel)
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The Reasons are broken down into:
Client
Member
Allocation
Error
Candidate
Other
CRM
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Client
Groups include reasons for
Client Requests and Restrictions
Deactivate (Admin/Service/Delivery)
Suspended (Admin/Service/Delivery)
Terminate (Admin/Service/Delivery)
Which flows through to this
Member
Groups include reasons for
MBR INACTIVE
MBR COMPENSATE
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MBR RESTRICTION AND REQUEST
MBR SUSPENDED
MBR TERMINATED
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The Termination Reason Category can be:
Voluntary (V) - An employee resignation, retirement, domestic or pressing necessity, or abandonment of employment.
Ill health (I) - An employee resignation due to a medical condition that prevents the continuation of employment, such as illness, medically unfit, or permanent disability.
Deceased (D) - Death of an employee.
Redundancy (R) - An employer-initiated termination of employment due to a genuine redundancy or approved early retirement scheme.
Dismissal (F) - An employer-initiated termination of employment due to dismissal, inability to perform the required work, misconduct, or inefficiency.
Contract (C) - The natural conclusion of a limited employment relationship due to contract/ engagement duration or task completion, seasonal work completion, or to cease casuals that are no longer required.
Transfer (T) - The administrative arrangements are performed to transfer employees across payroll systems, move them temporarily to another employer (machinery of government for public servants), transfer of business, and move them to outsourcing arrangements or other such technical activities.
Allocation
The Subgroup needs to be one of the following options depending on where you want it to appear.
MBR COMPENSATE
Any reasons added with this Subgroup will appear when you process a Member Compensate in allocations.
MBR DECLINED
Any reasons added with this Subgroup will appear when you process a Member Decline in allocations.
MBR REMOVED
Any reasons added with this Subgroup will appear when you process a Member Removed in allocations.
SHIFT CANCEL
Any reasons added with this Subgroup will appear when you process a Shift Cancelled in allocations.
SHIFT EDITED
Any reasons added with this Subgroup will appear when you process an edit against a shift in allocations
SHIFT RETRACT
SHIFT UNFILLED
Any reasons added with this Subgroup will appear when you process a Shift Unfilled in allocations
SHIFT WITHDRAWN
Any reasons added with this Subgroup will appear when you process a Client Withdrawn in allocations
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Candidate
Groups include reasons for
CD INACTIVE
CD NEVER EMPLOYE
CD ON HOLD
CD REJECT
CRM - Contact Log
Enter one of the following Subgroups to link the reason:
Applicants - Reasons linked with communication to Applicants
Clients - Reasons linked with communication
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with Clients
Members - Reasons linked with communication to Members
Staff - Reasons linked with communication to internal Staff
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How to Add a Reason?
Select the arrow next to the Reason Group you wish to add to the reason for
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To create a new reason click the + Add new Subgroup with reason
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The fields to create a Subgroup/Reason will appear below.
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My Reason for Contact is not listed
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A system-generated contact log is created when completing certain tasks within the system.
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