Reasons

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The Reasons maintenance item allows you to configure reasons that can be applied in the following scenarios:

• An Adjustment Reason is applied where a user performs the following actions:

  • adjusts a timesheet in the Time and Attendance module

  • issues a credit note to a Debtor in the Billing module

  • processes a back pay batch via the Rates and Rules module.

• A Preference & Exclusion Reason is applied where a user creates a Preference & Exclusion in a Candidate record .

• An Inactive Reason is applied where a user changes the Status to Inactive in the below records:

  • Parent

  • Client

  • Cost Centre

  • Contact

  • Candidate

• A Candidate Other Unavailability Reason can be applied where an Unavailability is added to a Candidate Diary.

• A Job Order Status Reason is applied where a user changes the Status on a Job Order

• A Job Order Need Reason is applied where a user edits this field in a Job Order

• A Referral Rejection Reason is applied where a user moves a referred Candidate to the Rejected Stage in a Job’s Referral Workflow

When a user performs any of the tasks listed above, the user selects an adjustment reason from a Reason field.

Adjustment Reasons may have a validity start date and optionally a validity end date that defines the range of dates during which the adjustment reason is valid. In this case the reason will display for selection based on the validity dates. The validity end date can be left unspecified, in which case the adjustment reason will remain valid indefinitely or until an end date is specified at a later time. One adjustment reason per country must be flagged as the default adjustment reason for that country. This allows the system to apply an adjustment reason when credit notes are generated automatically as part of the Invoice Batch process for automatic timesheet invoicing in the Billing module.