How to add a reason in Client Allocations - EntireRecruit Help Centre

1. Select Masters > Main Masters > Reasons (Personnel)

2. Select the arrow next to ALLOCATION to expand and view the reasons created for allocations.

3. To create a new reason click the + Add new Subgroup with reason

4. The fields to create a Subgroup/Reason will appear below.

The Subgroup needs to be one of the following options depending on where you want it to appear.

MBR COMPENSATE

Any reasons added with this Subgroup will appear when you process a Member Compensate in allocations.

MBR DECLINED

Any reasons added with this Subgroup will appear when you process a Member Decline in allocations.

MBR REMOVED

Any reasons added with this Subgroup will appear when you process a Member Removed in allocations.

SHIFT CANCEL

Any reasons added with this Subgroup will appear when you process a Shift Cancelled in allocations.

SHIFT EDITED

Any reasons added with this Subgroup will appear when you process an edit against a shift in allocations

SHIFT RETRACT

Any reasons added with this Subgroup will appear when you process a Member Pulled Out in allocations

SHIFT UNFILLED

Any reasons added with this Subgroup will appear when you process a Shift Unfilled in allocations

SHIFT WITHDRAWN

Any reasons added with this Subgroup will appear when you process a Client Withdrawn in allocations

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