Reasons Configuration

Reasons allow you to more clearly define why a requisition is being made. This information can be reported on.

The reasons configuration supports client organization-level information to be selected for various items, similar to custom fields, allocations, or billing auxiliary fields. You can create reasons for the following:
  • Hire Reasons - Drop down displays in the Position Details configuration in a request/engagement.
  • Closed Reasons - Drop down displays on a popup when the close engagement workflow is triggered. See Closing an Engagement.
  • Start Date Change Reason - Drop down displays on a popup when an MSP changes the start date on a filled engagement. The original start date is displayed in the Dates of Interest section on the engagement.