Assigning resources to checklists
You can assign a resource to one or more selected checklists.
- Select Development Planning > Checklists > Assignment.
- On the Checklists tab, select the checklists to assign to the resource and select Actions > Assign Checklist.
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Specify this information:
- Employment ID
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Required. Select the resource's employment ID
- Status
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Required. 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
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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 get a message prompting you to specify a new due date. - Reason
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You can 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
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Specify comments.
- Development Period
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Learning budgets are needed only if the checklists include activity components. Select the development period to be used to assign development activity components to a budget. If you leave this field blank, the system uses the start date of the activity and the resource's legal entity to determine the development period.
- Budget Category
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Learning budgets are needed only if the checklists include activity components. Select the budget category to be used to assign development activity components to a budget. If you leave this field blank, the system uses the development period's default budget category.
- Request Origin
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Learning budgets are needed only if the checklists include activity components. Select the origin of the request. Values are user-defined.
- Click OK.
- Select each checklist for which you created a resource checklist and verify that the resource checklist appears in the Resources panel.