Reasons

Overview

The Reasons add/edit list is accessed from the Employee Master File (Pay Info tab) and the Employee Pay Rate Creator. The Reasons add/edit list is a required field when adding a new employee, when updating Pay Information, and on the Employee Pay Rate Creator. A Reason column has been added to the Pay Info tab, Pay Info History grid. The Pay Info History Report allows Grouping and filtering by Reason Codes.

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.

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

Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.

Note:  If you are using the Employee Change Requests button functionality to import Employee Change Requests from eHub, and you have the Track Primary Job check box selected in PAY: Defaults, you may want to designate a default in this list (such as "eHub Change"). Then, for any Primary Job changes that you import, a reason will automatically default in and you will not have to select one for every import.

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.