How do I set up Transaction Reasons?

Updated on Oct 30, 2024

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Personnel>>Setup>>General Codes>>Transaction Types (Drill Down to Transaction Reasons)

Transaction Reasons

Insert/edit/delete/view transaction reasons. Using the transaction types, you can create user-defined reasons for employee profile change (e.g. the employee receives a Salary Change due to a Salary Increase). Each transaction reason must be linked to a transaction type.

Unlimited transaction reasons can be linked to the same transaction type but any one transaction reason can only be linked to a transaction type. The Transaction Reasons reasons are then used in the various windows (Separations, Salary Changes, Status Changes etc.) to reflect employee profile changes and to maintain a historical record.

A list of DEFAULT Transaction Types are displayed here. These correspond to the Employee Life Cycle Transaction that the application supports. These cannot be edited.

Default Transaction Types on HRplus

Create Transaction Reason for Transaction Type

Transaction Type: Select the Transaction Type for which you are creating transaction reasons.

Reason Code: Enter a unique and user defined code which represents the reason description.

Reason Description: Enter the transaction reason description.

Has Expiry Flag: Check the box if the reason has an expiry date attached to it.

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