Learning and Development roles

This topic describes the roles in the Learning and Development application.


Role	Tasks
Learning Manager/Administrator Security role: LearningAdministrator_ST	Checklists Define and maintain mentors Assign mentees to mentors Define and maintain checklists Assign resources to checklists Maintain resource checklist Monitor checklist component progress (development tasks) Validate or waive checklist components Complete checklists Monitor checklist compliance
	Activity and session setup Set up activity and session data Define and maintain instructors Define and maintain activities (build the catalog) Define and maintain sessions Define and maintain budgets
	Resource activities Assign activities Register resources in sessions Track session registration availability Manage waiting lists Generate notifications Track attendance Complete activities Track actual versus planned expenses. Update actual costs Produce reports.
Resource Manager Security role: DirectSupervisor_ST	Note: Manager tasks are described in the Infor HR Talent Manager Guide. Checklists Designate mentors among their direct reports Assign mentees to mentors Monitor their direct reports' checklists and development tasks Assign checklists to their direct reports Validate checklist components for their direct reports Complete checklists for their direct reports
Resource Manager Security role: DirectSupervisor_ST	Activities View the catalog Suggest an activity for the catalog Assign activities to their direct reports Register direct reports for a session Mark an activity as Finished Track activity requests against the budget Assign personal activities (non-catalog activities) on behalf of direct reports Develop development plans for direct reports
Employee Security role: Employee_ST	Note: Employee tasks are described in the Infor HR Talent Employee Guide. Checklists Monitor their own checklists and development tasks Acknowledge components that they have completed If requested and qualified, validate a checklist component as a peer validator Activities View the catalog Suggest an activity for the catalog Request an activity directly from the catalog Enroll in sessions for activities that are assigned to them Mark activities as Finalized Manage individual development plan Request a personal activity
Mentor	Note: Mentor tasks are described in the Infor HR Talent Mentor Guide. Mentors are specifically designated resources who can perform the following tasks for their mentees (the resources they are assigned to as mentors). Any employee can be designated as a mentor. A mentor will perform mentor tasks in the Mentor process board. Monitor their checklists and development tasks Assign checklists to their mentees Validate checklist components for their mentees Complete checklists for their mentees Assign activities to their mentees Assign personal activities (non-catalog activities) on behalf of mentees
Peer	Note: Peer tasks are described in the Infor HR Talent Employee Guide. Peers are used exclusively in the context of checklists. Peers are resources who are able to validate other resources' skill or competency components. Peers can validate only the same skills and/or competencies that they are themselves validated for. This is not a security role. Any employee can be designated as a peer.
Instructor	Manage attendance Manage activity and session completion Mark activities as Finalized
External learner administrator ExternalLearnerAdministrator_ST	Add external learners Manage external learners in activities, sessions, and certifications Configure and perform mass actions that are related to external learner activities, sessions, and certifications Schedule and configure external learner notifications