Non-checklist development activity process (learning budgets - no interface to Infor Learning Management)

It is assumed that setup activities have been completed.

Assignment and registration process

If your organization selected to use budgets only for French resources, this process is valid only for French resources. Non-French resources will use the process described in Non-checklist development activity process (no learning budgets - no interface to Infor Learning Management).


Role	Tasks	Location
Learning manager	Calculates learning budgets; optionally releases distributed budgets to managers.	Development Planning > Learning Budgets > Calculate Budgets (Optional) Development PlanningLearning Budgets > Release Budgets
Employee	Locates an activity in the catalog. Requests activity from the catalog or development plan.	Employee > My Development > Catalog Employee > My Development > Development Plan > Activities tab
Manager or mentor	Locates an activity in the catalog. Assign an activity. If activity request is initiated by the employee, can cancel the resource activity request.	Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab) Mentor > My Mentees > Assign Activity or Mentors > My Mentees then select employee to open the employee development plan (Activities tab)
Manager	If manager budget exists, completes budget when all activities for development period have been assigned.	Manager > Develop Employees > Learning Budget Analysis
Learning manager	Reviews submitted requests, may reject some. Associates accepted requests with a budget and period. Reviews defaulted estimated costs; may modify them	Development Planning > Learning Budgets > Prepare Budgets
Learning manager	When a budget is complete (development activities for the budget have been accepted), finalizes the budget	Development Planning > Learning Budgets > Finalize Budgets
System (automated)	Automatically approves all development requests that are part of a finalized budget.
Employee	If the development activity has no session, no further action is needed. The employee can start the activity at any time outside of Development Planning. If the development activity has sessions, registers for a session.	Employee > My Development > Development Plan > Activities tab
Manager or mentor	If employee registered for a session and approval is required, approves (or rejects) registration Can register the employee for a session. No approval is needed.	Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab) Mentors > My Mentees then select employee to open the employee development plan (Activities tab)
Learning manager	For activities that have sessions: Tracks the status of approved activities and registrations. Manages wait-listed registrations (if applicable) Tracks attendance (French users only) Tracks outside of work hours Receives and processes out-of-plan activity requests. Monitors budgets.	Development Planning > Registrations And Completion > Attendance And Completion Development Planning > Learning Budgets > Implement Budgets Development Planning > Learning Budgets > Budget Analysis
Employee, manager, or mentor	Can view the status of the activity and (if applicable) the registration in the employee's development plan. Employee can withdraw from non-required activities, as well as withdraw a confirmed or wait-listed registration Manager or mentor can cancel a non-required activity, waive a required activity, and cancel a confirmed or wait-listed registration.	Employee > To Do > Development Tasks Employee > My Development > Development Plan > Activities tab Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab) Manager > To Do > Development Tasks Mentor > My Mentees then select employee to open the employee development plan (Activities tab) Mentor > Checklists > Development Tasks
Employee or manager	If the activity is linked to a performance goal, associates the activity with the goal.	Employee > My Development > Development Plan > Activities tab Manager > Develop Employees > Development Plans > Resource Development Plan > Activities tab

Activity completion process


Role	Tasks	Where?
Employee, manager, or mentor	(Optional) Flag the activity as "Finished."	Employee > To Do > Development Tasks Employee > My Development > Development Plan > Activities tab Manager > To Do > Development Tasks Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab) Mentor > Checklists > Development Tasks Mentor > My Mentees then select employee to open the employee development plan (Activities tab)
Employee, manager, or mentor	If needed can reverse an "Activity Is Finished" status to an "Activity Is Not Finished" status.	Employee > To Do > Development Tasks Employee > My Development > Development Plan > Activities tab Manager > To Do > Development Tasks Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab) Mentor > Checklists > Development Tasks
Learning manager	Completes (or fails to complete) finished activities. Note: The activity does not have to be tagged as "Finished" for the learning manager to complete it.	Development Planning > Registrations And Completion > Attendance And Completion
System (automated)	For completed activities, updates the employee talent profile with the skill, competency, or credential outcomes defined for the development activity. For required activities that fail to complete, returns the status to Needs Registration For completed activities and non-required activities that fail to complete, moves the record to Historical Activities.
Learning manager	Enters actual costs	Development Planning > Registrations And Completion > Attendance And Completion Development Planning > Learning Budgets > Implement Budgets