Prerequisites
You must complete these tasks to use this solution:
- Ensure that HRT is provisioned in the tenant.
- Ensure that the IDM Document Type and Business Context Configuration are completed.
- Ensure that Infor AI is provisioned in the tenant.
- Ensure that the RPA Management components, such as documentPath, HROrganization, and tenantID, are installed and configured.
- Ensure that the RPA bot is configured to interact with the HRT application, including accessing the document upload screen.
- Verify that the documents are in the correct format, such as PDF or image files, and are named appropriately for batch uploading.
- Ensure that the documents to be uploaded are saved in a designated folder on your computer or network drive.