Assigning checklists to resources

Use this procedure to assign a checklist to one or more resources at a time.

  1. Select Learning and Development > Checklists > Assignment.
  2. On the Resources tab, select the resources to assign a checklist to, and select Actions > Assign Checklist.
  3. Specify this information:
    Checklist

    Select the checklist to assign to the resource.

    Status

    Select the status of the resource checklist after it is created.

    Select Active if you want the resource checklist to be in Active status.

    Select Draft if you want only learning managers to view the resource checklist.

    Due Date Override

    You can let the due date default from the checklist or assign a new due date. The date must be in the future.

    Note: If the due date that defaults from the checklist is not a future date, you are prompted to specify a new due date.
    Reason

    Select a reason for the assignment. The reason must be defined with an action reason in Infor HR Talent with a subject of HCMEmployeeChecklistAssign.

    Comment

    Specify comments if applicable.

  4. Click OK.
  5. Select each resource that you assigned to the checklist and verify that the resource checklist appears in the checklists panel. Note the checklist status and resource status are in sync upon activity completion validation.