Main Masters - Reasons (Personnel)

Reasons are very important as it helps automate tasks, emails, and actions taken by users, members, clients, etc.

Reasons are accessed from - Masters → Main Masters → Reasons (Personnel)

Open

The Reasons are broken down into:

• Client

• Member

• Allocation

• Error

• Candidate

• Other

• CRM

Open

1. Client

   1. Groups include reasons for

      1. Client Requests and Restrictions

      2. Deactivate (Admin/Service/Delivery)

      3. Suspended (Admin/Service/Delivery)

      4. Terminate (Admin/Service/Delivery)
         
         

         Which flows through to this

          

2. Member

   1. Groups include reasons for

      MBR INACTIVE

      1. MBR COMPENSATE

      2. MBR RESTRICTION AND REQUEST

      3. MBR SUSPENDED

3. MBR TERMINATED

    

   • 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.

        

4. Allocation

   1. The Subgroup needs to be one of the following options depending on where you want it to appear.

       

      1. MBR COMPENSATE 

         1. Any reasons added with this Subgroup will appear when you process a Member Compensate in allocations.

            
            
            

      2. MBR DECLINED

         1. Any reasons added with this Subgroup will appear when you process a Member Decline in allocations.
            
            

      3. MBR REMOVED

         1. Any reasons added with this Subgroup will appear when you process a Member Removed in allocations.
            
            

      4. SHIFT CANCEL

         1. Any reasons added with this Subgroup will appear when you process a Shift Cancelled in allocations.
            
            

      5. SHIFT EDITED

         1. Any reasons added with this Subgroup will appear when you process an edit against a shift in allocations
            
            

      6. SHIFT UNFILLED

         1. Any reasons added with this Subgroup will appear when you process a Shift Unfilled in allocations

            
            
            

      7. SHIFT WITHDRAWN

         1. Any reasons added with this Subgroup will appear when you process a Client Withdrawn in allocations

      
      
      

5. Candidate

   1. Groups include reasons for

      1. CD INACTIVE

      2. CD NEVER EMPLOYE

      3. CD ON HOLD

      4. CD REJECT
         
         

         
         
         

6. CRM - Contact Log

   1. Enter one of the following Subgroups to link the reason:

      • Applicants - Reasons linked with communication to Applicants

      • Clients - Reasons linked with communication with Clients

      • Members - Reasons linked with communication to Members

      • Staff - Reasons linked with communication to internal Staff
        
        

How to Add a Reason?

1. Select the arrow next to the Reason Group you wish to add to the reason for

1. To create a new reason click the  + Add new Subgroup with reason

1. The fields to create a Subgroup/Reason will appear below. 

My Reason for Contact is not listed.

A system-generated contact log is created when completing certain tasks within the system.

A pop-up will open requesting you to Please Select a Reason of Contact. From the drop-down list you are required to select an option and press OK to proceed.

If the Reason of Contact for your type of communication/action is not listed, it is required to be created from the master.