Learning and Development

Activities and catalog

You can define activities that can be part of a catalog or outside of the catalog.

• Activities can be of any type (from formal instructor-led classes to mentoring, self-directed study, or competency assessment).
• The system accommodates activities without sessions.
• The system also accommodates activities that are not in the catalog.
• Activities can be grouped under topics.
• Resources, managers, and mentors can locate activities in the catalog by searching by keyword or by activity, or by browsing through topics.
• You can associate activities with resource goals, which in turn can be associated with the organization's strategic development goals.
• You can specify the intended audience.
• You can define skills, competencies, or credentials as the outcome of an activity that will be automatically added to the resources' talent profile when they complete the activity. You can also decide whether the skills, competencies, or credentials should be added as verified, or not verified (requiring a manager verification).
• You can define flat-amount or activity-defined costs that you can assign to activities so that the costs can be displayed in the catalog.
• You can assign prerequisites, corequisites, and equivalencies to activities.
• You can list supported languages for the activity.
• You can maintain a list of instructors (who must be resources in Infor HR Talent, but not necessarily employees).
• Resources can be assigned to activities in these ways:
  • Resources themselves can request an activity. By default, the activity is not required, but the resource's manager or mentor can change it to be required.
  • Managers can assign an activity to their direct reports individually or mass assign an activity to all or some their direct reports. The activity can be required or not required.
  • Learning managers can assign an activity to any resources individually or mass assign an activity to all the resources in an eligibility group.
  • Resources can be automatically assigned to an activity that is a component of a checklist, when the checklist is assigned to them by their manager or mentor (or the learning manager). Checklist activities are always required.

• Resources can withdraw from non-required activities. Managers and mentors can cancel non-required activities and waive required activities.

Activity sessions and registrations

• Learning managers, managers, mentors, and resources can register resources for a session.
• You can require manager approval when a resource requests a session registration.
• You can use wait-listing for specific sessions.
• If you use wait-listing for a specific session, you can switch between automated and manual processing of wait-listed resources.
• For activities with sessions, you can create classes and class rosters that can be emailed to participants.
• You can track participant attendance.
• You can define automatic or scheduled email notifications to resources and managers when activities such as changes in registration status occur.

Personal activities

• Resources, managers, and mentors can create resource personal activities that are not available to the learning manager and can be associated with goals.
• Personal activities can be required.

Checklists

• You can define checklists that comprise a set of skills, competencies, checklist tasks, and/or activities that must be completed by a specific due date.
• Checklists have a version number and a due date that can be entered or calculated. Only one version can be active at any given time. Resources assigned to inactive checklists can still complete their own checklist components and their manager or mentor can still complete their checklists.
• Checklists can be assigned to resources by their manager, their mentor, or the learning manager.
• The learning manager can mass assign checklists. by eligibility group or by checklist type. The learning manager can also check whether resources that were assigned to a checklist by way of an eligibility group are still eligible.
• You can add competencies or skills to a checklist one by one, or by adding a competency model. You can let criteria default from a competency or skill behavior or attribute and/or you can add your own criteria.
• A competency or skill component requires validation before it can be completed. The component itself determines who can validate the competency or skill (manager, mentor, and/or peer) and whether the person must be validated for the competency or skill they are validating. You can also require a resource to acknowledge that they are ready to be validated. The component is complete when all requirements defined on the component are met.
• Checklist tasks are tasks that are neither competencies or skills nor activities. They are associated only with checklists. For example, you may ask a resource to read personnel policies.

  A checklist task component may require validation by a manager or mentor, or may require only acknowledgment from the resource. The checklist task component is complete when all requirements defined on the component are met.

• An activity component is automatically defined as required. It is processed in the same way as other activity. You can request the resource to be registered for the first available session. Once it is approved, the resource will be registered automatically, based on availability. If the resource is not registered automatically, the resource, the resource's manager, or the resource's mentor can register the resource.

  The resource, resource manager, or resource mentor can report the activity as finished. Only the learning manager can complete the activity.

• Managers and mentors can waive any component that they are allowed to validate, or any activity component.
• Managers and mentors can complete a resource-assigned checklist once all the components have been completed or waived.
• Managers and mentors can change the due date of a resource checklist.
• Validation history and due date compliance analysis views are available for learning managers.

Development Tasks list

Learning managers, managers, employees, and mentors have access to a Development Tasks list. For learning managers, the list includes all the checklist components awaiting actions and all the active activities for all resources in the organization. For managers and mentors, the list includes all the checklist components awaiting actions, all the active activities, and all the active personal activities for the resources they are responsible for. For resources, the list includes their own checklist components awaiting actions, active activities, and active personal activities.

Mentor space

• Learning managers and managers can designate resources as mentors and assign mentees to them.
• All mentors have access to a Mentor space.
• Mentors can perform the same tasks for their mentees' checklists, checklist components, activities, and personal activities as managers can perform for their direct reports, with the exception of associating an activity with a goal. They do not have access to their mentees' goals.