Creating relationship statuses

Use this procedure to define relationship statuses, which indicate the state of the relationship to organization. For each relationship to organization, define all of the statuses that are valid for the relationship, individually.

  1. Select Administrator > Set Up > Resource Components > Resource Relationships.
  2. Click the Relationship Status tab.
  3. Click Create, and specify this information:
    Relationship to Organization
    Required; select the relationship for which to define a status.
    Effective Date
    Required; select the date on which the relationship status becomes effective.
    Relationship Status
    Required; specify the relationship status. For example, an employee can be active, on leave, or terminated. A contingent worker might only be active or terminated. A consultant might be active or inactive.
    The Relationship to Organization field helps determine the relationship statuses you must define. Your organization might require unique relationship statuses for distinguishing these types of situations:
    • An employee who is on leave, but still receiving pay and benefits, versus an unpaid leave
    • A terminated employee from an employee on severance
    • Types of leaves (such as family leave or military)
    • Employees who are eligible for their data to be purged
    Description
    Specify a description for the relationship status.
    Active
    Select the check box to make the relationship status active. The relationship status is active by default. Clear the check box to inactivate it.
    Headcount
    Note: If your organization uses position budgets, the Headcount field on the relationship status determines whether the work assignment is included in budget counts.
    Note: Active and Not Active are used for resource counts in the turnover data. For example, the Turnover Analysis by Supervisor or Turnover Analysis By Organization Unit report templates. Excluded is the only status that excludes the resource counts in the turnover data.

    Select how the relationship status is considered in headcounts and turnover data.

    • Select Active to include resources with this status code in headcounts.
    • Select Not Active to include resources with this status code in headcounts. Use a Not Active count value for an extended leave, such as short-term disability.
    • Select Excluded to exclude resources with this status code from headcounts. If you select Excluded, the resources do not display in directory search results. For example, use Excluded for terminated employees.
    Note: If the Headcount field on the Relationship Status or Assignment Type is changed, the user should also run the action to rebuild the budget counts for any active position plan. See "Rebuilding your budget counts" in the Infor HR Talent Position Monitoring User Guide.
    Inactivate Work Assignment
    Select this check box to configure that an employee no longer has access to their current work assignments. You might do this for an inactivated, suspended, or terminated resource. Do not check this box for the termination pending relationship status.
    Note: If you change the resource from a relationship status where work assignments have been inactivated to another relationship status that has this check box unchecked, you must manually reactivate work assignments that should continue to be assigned.
    Termination Type
    Select Involuntary or Voluntary. If Termination Type does not apply to the selected Relationship Status, leave this field blank. Termination Type is included on the Leavers Turnover Report and available in Analytics data.
    Purge Eligible
    Select this check box to configure that an employee with this relationship status is eligible for their data to be purged or anonymized.
    Actor and Roles
    Select an option from the drop-down menu to indicate the actions taken when an employee is moved to the relationship status.

    Select No Changes to make no changes for the actor or role for that employee.

    Select Inactivate Actor to deactivate the actor linked to that employee. The roles remain unchanged.

    Select Delete Roles to delete the roles that are tied to the actor. The actor remains active. If security BOD processing is enabled, this action causes a BOD to be published. Infor Financial Services processes the BOD and deletes the user roles corresponding to the actor role.

    Select Inactivated Actor And Delete Roles to deactivate the actor is deactivated and delete the roles.

    End Bank Details
    Select this check box to end bank details,
    HIPAA Employment Code
    Select the Health Insurance Portability and Accountability Act employment code of the resource.
  4. Click Save.