For the schedule change functionality to operate correctly, you must create at least one reason code. Managers use reason codes in Schedules to determine if a premium is payable or non-payable for a penalty. For example, a payable excuse might be when an employee is sent home because of overstaffing, while a non-payable excuse could be when an employee trades shifts with another employee.
To configure reason codes:
- Go to Schedule Setup > Schedule Change Policy and click the Schedule Change Reason tab.
- Click Add.
- Enter a name and, optionally, a description for the reason code.
- In the Schedule Change Type drop-down list, select Penalty Non Payable or Penalty Payable.
- Select one of the following checkboxes:
- Payable Excuse Default: Dayforce uses the reason code as the default payable reason code for all schedule changes that are flagged as payable penalties.
- Non Payable Excuse Default: Dayforce uses the reason code as the default non-payable reason code for schedule changes that are flagged as non-payable penalties.
- (Optional) Enter a cross-reference code. This code must be unique and must not contain special characters.
- Click Save.
After you configure reason codes, you can assign schedule change policies to employees.