To add an employment status reason:
- Go to HR Admin > Employment Status Reason and click Add.
- Enter a name and, optionally, a description of the status reason.
- Enter a value in the Reference Code field. Reference codes are used to export data to other applications. These codes must be unique and must not contain special characters.
- If the employment status reason is restricted by country, select it in the Country drop-down list. When a reason is restricted by country, it’s shown only for employees who are assigned a pay group in that country. Leave the drop-down list blank, and the reason is available to employees in all countries.
- Complete any of the following fields to configure the employment status reason. You can select more than one option to make the reason available in different areas of the application:
- Position Change: Select this checkbox so that this reason can be used to record why an employee's position was changed. Position change status reasons are shown in the Reason drop-down list of records in the Work > Work Assignments screen of People and the Position Change form.
- Compensation Change: Select this checkbox so that this reason can be used to record why an employee's rate or salary was changed. Compensation change status reasons are in the Reason drop-down list of the Job Assignment and Compensation Change form and the Compensation Change form.
- Termination Reason: Select this checkbox so that this reason can be used to record why an employee was off-boarded or terminated. Termination reasons are shown in the Reason drop-down list of the Terminate an Employee form.
- When Termination Reason is selected, the Is Voluntary drop-down list is enabled. If appropriate, select either Voluntary or Involuntary from the drop-down list, to track this information. The Is Voluntary value isn't required for termination statuses.
- Equifax Separation Reason: Select this checkbox so that this reason can be used to record why an employee was off-boarded or terminated. This drop-down list is only available after you select the Termination Reason checkbox.
- Note: This field is for US customers using both Dayforce Payroll and Equifax’s Unemployment Compensation services.
- Leave Reason: Select this checkbox so that this reason can be used to record why an employee is on leave from work. Leave reasons are shown in the Reason drop-down list of the Request Leave of Absence form and the Leave Management screen in People.
- Exclude from ACA: (Only shown for organizations that have a US pay group, and only available when the employment status reason has the Leave Reason checkbox selected) Select this checkbox to identify a leave reason as excluded from the ACA measurement period for US employees, so that their average hours can be calculated correctly in the Benefits module.
- Agreement Reason: Select this checkbox so that this reason can be used to record employment agreement reasons. These reasons are shown in the Reason for Contract drop-down list of the Employment > Employment Agreement screen of People.
- Agreement Ending Reason: Select this checkbox so that this reason can be used to record employment agreement ending reasons. These reasons are shown in the Reason for Contract Ending drop-down list of the Employment > Employment Agreement screen of People.
- ROE Reason: Select the reason why an ROE (Record of Employment) is being created. This drop-down list is only available after you select the Termination Reason checkbox.
- ATO Cessation Type Reason: (Shown only for organizations that have an Australian pay group, and only available when the employment status reason has the Termination Reason checkbox selected.) Select the reason why this employee was off-boarded or terminated so that taxes can be reported correctly to the ATO for terminated employees in Australia. ATO Cessation Type Reasons are shown in the Reason drop-down list of the Terminate an Employee form.
- Click Save.