A deduction reason records why money is being recovered, for example Training or Damages. Reasons help you filter and report on plans. Your reasons list is shared across every site in your account, so everyone chooses from the same options.
Adding a Reason in Settings
Select the Chime Time tile.
Select Deduction plans.
Select Settings.
Type in your reason and press 'add reason' button.
NB: Training and Damages are system reasons — they can't be renamed or archived. Changing a reason here never changes an existing plan: a plan keeps the reason text it was created with.
Renaming a reason
Select the rename button
Edit name and press save
Archiving a reason
Select the 'archive' button
Pop up will appear
Press 'Archive reason' button to confirm you want to archive
Use Case
Super users and payroll teams typically set up reasons before creating the first plans.
💡 Tips
Training and Damages are included as standard and can't be edited or removed.
A reason is optional. You can save a plan without one.
Keep reasons short and general, such as "PPE" or "Advance", so they're easy to filter on.