Hiring resources requests

Specify the information that is required to your organization. There are fields that you must configure first to your organization.

See the information about configurable fields and configuring features for organizations in Infor HR Talent Setup and Administration Guide.

A red asterisk is displayed in the required fields and on the tabs.

Some fields are only available for a specific country.

  1. On the Infor HR Talent page, sign in as an Administrator.
  2. Select Resources > Hire A Resource.
    Optionally, select Resources > Resources and click Hire Resource on the Resource Search tab.
  3. On the Hire Information tab in the Request To Hire A Resource window, specify the personal information of the resource to hire:
    1. Specify this information of the main header:
      Effective Date
      Specify the effective date of the hire request.
      Reason
      Select a reason for submitting the hire request. Action reasons are displayed in audit logs.
      Resource Being Replaced
      Select the existing resource to replace with a new resource to hire.

      For example, a temporary replacement of a resource who is on a maternity leave.

      Employment ID
      Select an employment ID for organizations that do not use an automated employment ID numbering. Leave this field blank for organizations with auto-numbering.
    2. In the Name header, specify this information:
      Title
      Specify the title of the resource.

      For example, specify Mr.

      First Name
      Specify the given name of the resource.
      Middle Name
      Specify the middle name or middle initial of the resource.
      Last Name
      Specify the family name of the resource.
      Suffix
      Optionally, specify the suffix of the resource.

      For example, specify Jr.

      Professional Designation
      Optionally, specify the professional designation of the resource.

      For example, specify Doctor.

      Preferred First Name
      Specify the preferred first name of the resource.
      Preferred Last Name
      Specify the preferred last name of the resource.
    3. In the General header, specify this information:
      Home Country
      Select the home country of the resource that is different from the work assignment country.
      Relationship to Organization
      Select the relationship of the resource to the organization.
      Relationship Status
      Select the resource's relationship status.
      Note: If the position budgets are used in your organization, then the work assignment that are included or excluded in the budget counts are determined in the Headcount field on the relationship status.
      Work Type
      Select the work type of the resource.
      Working Remotely
      Select this check box to define that a resource is working remotely.

      For example, a resource is working from a home office.

      Legacy Employment Number
      Specify the previous employment ID of an existing employee to whom you are assigning a new employment ID.

      For example, a resource is rehired.

      See the information about rehiring resources in Infor HR Talent Talent Acquisition Guide.

      Wait For Credential Before Interfacing To WFM
      If a credential value is required to create before sending the resources record to Infor Workforce Management interface, then select this check box. If this check box is cleared, then the record is sent through the interface immediately. The default Wait For Credential Before Interfacing To WFM is specified during the interface setup.
      Note: This field is only displayed when the Workforce Management check box is selected during the interface setup. You must specify the object to wait for during the interface setup. For more information, see the Infor HR Talent Integrations Documentation Library.
    4. In the Hire Source header, specify this information:
      Source
      Select the source where the resource knows about the position.

      For contracted resources, select a contractor source.

      Specific Source
      Optionally, select the specific source where the resource knows about the position.

      For example, select the name of the contracting vendor.

      Referring Source
      Optionally, specify the referring source to whom the resource knows about the position.
    5. In the Personal Information header, specify this information:
      Identification Number
      Select the country where the identification number of the resource is applicable and specify the primary identification number of the resource.
      Secondary Identification Number
      Specify the secondary identification number of the resource with a home country in India.
      Issue Date
      Select the issue date of the identification number of the resource.
      Expiration Date
      Select the expiration date of the identification number of the resource.
      Gender
      Select the gender of the resource.
      Uniform Size
      Optionally, select the uniform size of the resource.
      Ethnicity
      Specify the ethnicity of the resource.
      Hispanic Or Latino Origin
      Select the Hispanic check box to define that the resource has a Hispanic origin. Select the Latino check box to define that the resource has a Latin origin.
      Race
      Select the applicable race of the resource.
      Disability Type
      Optionally, select the disability category of the resource.
      Disability Severity
      Specify the disability severity of the disability type for a resource with India payroll.
      Veteran Code
      Select the veteran type of the resource.
      Protected Veteran Status
      Select the status of the veteran status of the resource.
      Religion
      Select the religion of the resource.
      Marital Status
      Select the marital status of the resource.
      Nationality
      Specify the nationality of the resource.

      This field is configurable by country.

      Nationality Country
      Select the country of the resource's nationality.

      This field is configurable by country.

      Birthdate
      Select the birth date of the resource.
      Point Of Origin
      Select the point of origin of a resource who must travel for an organization.

      Points of origins are created in the administrator setup.

      See Creating points of origin.

    6. In the Dates header, specify this information:
      Start Date
      Select the start date of the resource.
      Adjusted Start Date
      Select a date that is not the same as the start date.

      For example, the resource does not physically start on the start date, or starts on the start date but misses a few days then starts again.

      First Date Worked
      Specify the first date the resource works for the organization.
      Anniversary Date
      Specify the anniversary date of the resource in your organization.
      Seniority
      Specify the date on which to base seniority-based benefits.
    7. In the Other Amounts header, specify up to five sets of other compensation amounts and select up to five currencies of other compensation amounts.
    8. In the Contract (Legacy) header, specify this information:
      Reason for Contract
      Select the reason to create a contract.
      Contract Type
      Select the contract type.
      Contract Template
      Select the contract template to use.
      Contract Number
      Specify the contract number.
      Begin Date
      Select the beginning date of the contract.
      Duration
      Specify the number and select the days, weeks, months, or years of the duration of the contract.
      End Date
      Select the ending date of the contract.
      Contracted Time
      Select the work time of the resource on a contract.

      Contracted time is the number of hours, weeks, and months per day, month, or year that the resource is committed to work and the employer is committed to provide.

      Contractual FTE
      Specify the full time equivalent for the contractual position.
      Renewal Notification Date
      Select the notification date for the renewal of the contract.
      Renewal Date
      Select the renewal date of the contract.
    9. In the Address header, specify the complete address details of the resource:
      • Country
      • Street Address
      • City
      • State/Province
      • Zip Code
      • Region
      • County/District
    10. In the Contact Information header, specify this information:
      Telephone Type
      Select the telephone type for the phone number of the resource.
      Country Code
      Specify the country code for the phone number of the resource.
      Phone Number
      Specify the full phone number of the resource.
      Ext
      Optionally, specify the extension number in the phone number of the resource.
      Preferred Telephone Contact
      Select this check box to define that the specified phone number is the preferred telephone contact of the resource.
      Used As Work Phone
      Select this check box to define that the phone number is the work phone number of the resource.
      Email Address
      Specify the email address of the resource.

      If the email address is the preferred email address of the resource, then select the Preferred Email Address check box. If the email address is used as the work email address of the resource, then select the Preferred Work Email Address check box.

      Alternate Email Address
      Specify the alternate email address of the resource.

      If the alternate email address is the preferred email address of the resource, then select the Preferred Email Address check box. If the alternate email address is used as the work email address of the resource, then select the Preferred Work Email Address check box.

    11. In the Benefit Enrollment, specify this information:
      Enrollment Event
      Specify the applicable enrollment event.
      Event Date
      Specify the event date for the enrollment event.
    12. In the Credential header, specify this information:
      Credential
      Select the type of credential that the resource must obtain at the end of the grace period.

      You can add more credentials on the resource's talent profile.

      Original Credential Date
      Select the date when the credential is obtained of the resource.
      Expiration Date
      Select the expiration date of the resource's credential.
      Validated
      Select this check box to validate the credential.
      Validation Date
      Select a validation date of the credential of the resource.
      Description
      Specify a description of the document that is relevant to the credential.
      Credential
      Click Browse, select the document, and click Open to upload a document that is relevant to the credential.
    13. In the Qualification Grace Period header, specify this information:
      Grace Period
      Select a grace period the credential of the resource.
      Grace Period End Date
      Specify the end date of the grace period for submitting the credential of the resource.
      Credential
      Select the credential of the resource.
      Comments
      Optionally, provide comments that are related to the credential of the resource.
    14. In the Action Comment section, provide any other information in support of your hire request.
  4. Click the Work Information tab and specify the work assignment of the resource to hire:
    1. In the Workforce Management header, specify this information:
      Badge Number
      Specify the badge number of the resource.
      Enable Biometrics
      Select this check box to enable biometrics of the resource.
      Enforce Schedule Validation
      Select this check box to enable the schedule validation of the resource.
      Manager Reader Level
      Select this check box to enable the schedule validation of the resource.
    2. In the Work Assignment header, specify this information:
      Assignment Expiration
      Select the expiration date of the work assignment of the resource.
      Assignment Type
      Select the assignment type of the resource:
      • Permanent
      • Temporary
      Note: If position budgets are used in your organization, then the work assignment in budget counts is determined in the Headcount field on the assignment type. If the Headcount field is Excluded, then the work assignment is not included in budget counts. If the Headcount field is blank or Included, the work assignment is included in the budget counts.
      Position
      Select the new position of the resource.

      The primary work assignment of the resource is defined in this required field.

      Job
      Select the new job of the resource.

      If you select the new position of the resource in the Position field, then the default job of the position is displayed.

      Professional Category
      Optionally, select the professional category to which the resource belongs.
      Organization Unit
      Select the organization unit to which the resource belongs.
      Legal Entity
      Select the legal entity of an organization to which the resource belongs.
      Legal Establishment
      Select the legal establishment of an organization to which the resource to hire belongs.
      Company
      Select a company to an expense account.

      If your organization is configured to use Chart of Accounts, then this field is displayed. This field is used to interface expenses and activities to Infor Financials and Supply Management.

      Accounting Unit
      Select an accounting unit to an expense account.

      This field is used to interface expenses and activities to Infor Financials and Supply Management.

      Account
      Optionally, select an account to an expense account.

      This field is used to interface expenses and activities to Infor Financials and Supply Management.

      Activity
      Optionally, select an activity to an expense account.
      Account Category
      Optionally, select an account category to an expense account.
      Cost Center
      Select a cost center to interface expenses to a financial system other than Infor Financials and Supply Management.

      If your organization is not configured to use Chart of Account, then this field is displayed.

      Project
      Select a project to interface projects to a financial system other than Infor Financials and Supply Management.

      If your organization is not configured to use Chart of Account, then this field is displayed.

      Location
      Select the location where the resource to hire works.

      If you select the new position of the resource in the Position field, then the default location of the position is displayed.

      Holiday Schedule Override
      Select the applicable holiday schedule to the work contract of the resource.

      Holiday schedule override is different to each country.

      Preferred Job Title
      Specify the preferred job title that is different from the position description.

      If you select the new position of the resource in the Position field, then the default preferred job title of the position is displayed.

      Work Schedule
      Optionally, select a work schedule for the resource.
      Shift
      Select the shift number of the resource that is assigned to a specific shift.
      Union
      Optionally, select the union of the resource.
      Bargaining Unit
      Optionally, select the bargaining unit of the resource.
      EEO 4 Function
      Select the function for which you are creating the report. If you leave this field blank, then all functions are selected.
    3. In the Manager Information header, specify this information:
      Direct Manager
      Select the manager role who the resource reports directly.
      Dotted-Line Manager
      Optionally, select the manager role who supervises the resource indirectly on the primary work assignment.
      Is A Manager
      If the resource to hire is a manager, then select a manager role.
    4. In the Trial And Notice Periods header, specify this information:
      Trial Period
      Optionally, select the appropriate trial period to a work assignment.
      Trial Period End Date Override
      Specify a date to override the system-calculated date to a work assignment.

      The trial period end date is calculated by the system based on the type of date selected as the date when to start counting.

      Notice Period During Trial Period
      Optionally, select the notice period of termination during the trial period of the work assignment to the resource.

      This field is country-specific.

      Notice Period After Trial Period
      Optionally, select the notice period of termination after completing the trial period of the work assignment to the resource.

      This field is country-specific.

    5. Specify the payroll and compensation information for these headers:
      • Payroll
      • Compensation
      • Compensation Analysis
      • Other Pay
      • Allowances

      See the information about specifying payroll information in Specifying payroll information for US or Canada hires and Specifying payroll information for India hires.

    6. In the Work Assignment Comments field, provide comments that are related to the work assignment of the resource.
    7. In the Grant Management field, specify this information:
      Labor Distribution
      Select this check box to define that the work assignment is subject to labor distribution.
      Salary Encumbrance
      Select this check box to define that the work assignment is subject to salary encumbrance.
      Encumbrance Fringe Rate
      Specify the encumbrance fringe rate.
      Fringe Encumbrance Account Category
      Specify the account category to which the fringe encumbrance amounts are posted.
      Company
      Specify the GL company to which the Grant Management transactions are posted.
      Fringe Encumbrance Account
      Select the GL account to which fringe encumbrance amounts are posted.
      Effort Reporting
      Select this check box to define that the resource is subject to effort reporting.
      Effort Currency
      If you select the Effort Reporting check box, then select the reporting currency.
      Primary Company
      Specify the primary company for effort reporting.
      Certifier
      Select the primary certifier for effort reporting.
      Secondary Company
      Specify the primary company for effort reporting.
      Certifier
      Select the secondary certifier for effort reporting.
  5. Click the Provisioning tab and add users to the system.
    See the information about user provisioning in Infor HR Talent Setup and Administration Guide.
  6. Click the Other Payroll tab and configure the India payroll, Middle East payroll, and pay elements in your organization.
    See the information about payroll component configuration and pay elements in Infor HR Talent Setup and Administration Guide.
  7. Click the Attachment tab and attach supporting documents that is related to a hire resource request:
    Description
    Provide a description of the document to attach.
    Attach Supporting Document
    Click the Browse icon to attach a document.
  8. Click Submit to send the request to the next approver.

    The request triggers these actions:

    1. The receivers of the hire action request can open the action request in their Process Server Inbasket individually. Depending on their access privileges, they can perform these actions:
      • Modify and approve the request so it is passed on to the next approver.
      • Reject the request, in which case the resource never gets created.
      • Return the request for modifications, in which case the request initiator receives the request back, makes modifications, and submits it again.

      To check the status of your request, select My Actions > My Request Actions.

    2. After the final approval, the resource is created under Resources.
  9. Open the resource's record and update it as required.
    The resource can update the information in Employee > My Profile or Manager > My Staff.

    See information about updating a resource information in Infor HR Talent Employee User Guide and Infor HR Talent Manager User Guide.

  10. Define or update the resource's work assignment or assignments.
    The resource's pay and position in the organization and manager structures are created in the work assignment.

    See information about creating or updating the pay rate for a work assignment in Infor HR Talent Setup and Administration Guide.