Main Masters - Reasons (Personnel)

Reasons are essential for automating tasks, emails, and actions taken by users, members, clients, etc. They are accessible from Masters >> Main Masters >> Reasons (Personnel).

How to Add a Reason?

If the reason for your type of communication/action is not listed, you need to create it from the master. Follow the steps below:

1. Access Masters/Main Masters/Reasons (Personnel).
2. The Reasons are broken down into different categories such as Client, Member, Allocation, Error, Candidate, Other, and CRM.
   

   CLIENT
   Subgroup	How/Where is it used	Example - reason Description
   CLIENT REQUEST	Used for when entering a client request on a member profile	Prefers Member Positive Feedback Member Inducted
   CLIENT RESTRICTION	Used for when entering a client restriction on a member profile	Policy Breach Complaint Pending Member works for Client
   DEACTIVATE	Used for when you deactivate a client site (Admin, service, delivery)	Temp Ceased Trading Compliance Concerns New Owner
   SUSPENDED	Used for when you suspended a client site (Admin, service, delivery)	Poaching Personnel Credit Issues WHS Staff Safety Concerns
   TERMINATE	Used for when you Terminate a client site (Admin, service, delivery)	Permanently Ceased Trading Unresolved Concerns Credit Issue

   

   MEMBER
   Subgroup	How/Where is it used	Example - reason Description
   MBR INACTVE	Used when the member is temporarily unavailable but may return.	Pending Updated Documentation Maternity Leave Temporary
   MBR SUSPENDED	Used when the member must be temporarily blocked from working due to compliance or behaviour issues.	Non-Compliance Pending Investigation Batch Program - No Avails/Not worked in X amount of Time No Show
   MBR TERMINATED	Used for when you Terminate a member, which reports to the ATO they no longer are employees with you	Resigned Death Dismissal
   MEMBER REQUEST	Used for when entering a member request against a client	Prefers Location Close to Home Inducted at Site
   MEMBER RESTRICTION	Used for when entering a member restriction against a client	Member works for Group Too Far Culuture Mismatch Assaulted

   

   Allocations
   MBR COMPENSATE	When you list a shift as member compensate due to the shift not going ahead and falling within your cancellation charge policy and you need to either pay or invoice a member or client	3 hr cancellation policy 1 hr cancellation policy 1 hr member, 4 hours client
   MBR DECLINED	These are the reasons why a member has decline a shift you have offered them that only the allocator can enter	Shift too Short Declined - No longer available  Other Job
   SHIFT CANCEL	Reasons why a client would cancel a shift	Double Booking Filled Internally Shift no longer required
   SHIFT REMOVED	Reasons why an allocator would remove a member from assigned/broadcasted shift	Member Unsuitable Unable to Contact Agency removed member
   SHIFT UNFILLED	Reasons why an Allocator would list a shift as unfilled	Unable to Fill Unable to replace pulled out member  Available members declined
   SHIFT WITHDRAWN	Reasons why a client would withdraw and tell allocator to stop working on shift	Shift filled internally Shift filled by Competitors

    

3. Select the arrow next to the Reason Group you wish to add to the reason for.
4. To create a new reason, click the + Add new Subgroup with reason.
5. Fill in the fields to create a Subgroup/Reason.

My Reason for Contact is not listed

A system-generated contact log is created when completing certain tasks within the system. If the Reason of Contact for your type of communication/action is not listed, follow these steps:

• A pop-up will open requesting you to Please Select a Reason of Contact. From the drop-down list, select an option and press OK to proceed.
• If the Reason of Contact is not listed, it needs to be created from the master.
  

This would fall under the CRM section of Masters 

• Applicants
• Clients
• Members
• Staff