Managing Employee Change Reasons

If you have the Effective Dating feature enabled, you must specify an employee change reason when you make an effective-dated change to an employee record. Several default change reasons are provided when the feature is enabled. You can edit or delete these, and create your own.

Watch the following help video for information about how to create and search for Employee Change Reasons.

Note:

You cannot delete an employee change reason that has been used to make an effective-dated change. If you no longer want to use a particular employee change reason, you can make it inactive. This causes it to not be available when an effective-dated change is made.

If you enable the Employee Change Requests feature, you cannot delete an employee change reason that is linked to an employee change request type.

Creating Employee Change Reasons

Use the following procedure to create an employee change reason.

To create an employee change reason:

  1. Go to Setup > HR Information System > Employee Change Reasons.

  2. Click New Employee Change Reason.

  3. On the Employee Change Reason page, enter a Name and Description for the reason.

  4. Click Save.

Editing or Inactivating Employee Change Reasons

Use the following procedure to edit or inactivate an employee change reason.

To edit or inactivate an employee change reason:

  1. Go to Setup > HR Information System > Employee Change Reasons.

  2. Click Edit next to the change reason you want to edit.

  3. On the Employee Change Reason page, enter a Name and Description for the reason.

  4. To inactivate the change reason so that it is no longer available to select when editing an employee record, check the Inactive box.

  5. Click Save.

Searching for Employee Change Reasons

Use the following procedure to search for employee change reasons.

To search for employee change reasons:

  1. Go to Reports > New Search

  2. Click Employee Change Reason.

  3. Specify any search parameters you want to include.

  4. Click Submit.

    The Employee Change Reasons Search: Results page shows the results of your search.

Related Topics

Using Effective Dating With the Employee Record
Using Effective Dating with Other NetSuite Features
Using Effective Dating with Employee Workflows and SuiteScripts
Effective Dating for Employee Information

General Notices