Status Reasons

Overview

The Status Reasons add/edit list is accessed from the Employee Master File (Status Info tab). A Status Reason is required to indicate a change of status. The Employee Termination and Turnover Report and Pay Info History Report can be filtered by Status Reasons (Category/Records under Inactive Reasons). You can indicate on this screen the Status Reasons that you want included in your Turnover Percentage. The 401K Report can be grouped by Status Reasons (Inactive Reasons) if the Employee Status is 'Leave of Absence'.

Key Functionality

WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.

Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.

Available only when using HR Pro.

Double-click to open the Reasons for Change add/edit list.

ROE Status Codes are available for Canadian databases.

Select a Status to correspond with a Reason.

Select the Include in Turnover check box to include this Status when calculating the Turnover Percentage.

If the Status Reason is Active, the Include in Turnover check box is selected by default.

This is a great feature to use for those who do not want to include Leave of Absence records in their Turnover Percentage.

This only affects the Terminated Employees aspect of the computation, and is not used to determine current active employees.

For more information see the Employee Termination and Turnover Report.

Select this check box to make the selected record active. Clear the check box to make the record inactive.

Security

This add/edit list is part of the SYS Add Edit List ALL Security Group.

Security Features include the ability to:

  • Deny Set Active\Inactive
  • Deny Set Default

Tip:  For more information see Security Groups Overview and Security Groups By Module.