Create a Promotion Reason

The Promotion Reason screen holds the promotion rationales (reasons).

To CREATE a Promotion Reason, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Promotion Reason information. Fields with an asterisk  are mandatory fields.
3. Enter the Code, as required.

• Code: Unique identification code of the Promotion Reason

4.   Click the Active and Policy Based checkboxes, as required.

• Active: By default, this field is true (ie. checkmarked). When false (unchecked), this rationale is not available for usage anymore
• Policy Based: By default, this field is false (unchecked). User will checkmark this field when creating a reason for the automatic promotions

5.   Select the Language from the drop-down menu.

• Language: Language used

6.   Enter the Title.

• Title: Name of the rationale (e.g. Temporary replacement, Seniority based promotion, etc.). A reserved value will be "Policy Based Promotion"

7.   Enter the Description.

• Description: Description of the rationale, if required

8.   Click on the Save icon  at the bottom of the Promotion Reason to save your new Promotion Reason information. A window will appear to confirm.

Delete a Promotion Reason

The Promotion Reason screen holds the promotion rationales (reasons).

To DELETE a Promotion Reason, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Promotion Reason you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Promotion Reasons, leave all fields blank.
• Click Find
• Select the Promotion Reason you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

     4.    Click OK to confirm and delete the Promotion Reason.

     5.    A window will be displayed confirming the Promotion Reason has been deleted

To Verify that the Promotion Reason has been Deleted:

1. Click on the Search icon
2. Enter the Promotion Reason information
3. Click on the Find icon
4. The window will appear

Modify a Promotion Reason

The Promotion Reason screen holds the promotion rationales (reasons).

To MODIFY a Promotion Reason, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Promotion Reasons, leave all fields blank.
2. Click on the Find icon .  The list of Promotion Reasons meeting the retrieval criteria  will appear.
3. Click on the Promotion Reason you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s).
5. Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm.