Adding resources

On the At A Glance tab:

Employment ID

If the organization does not use automated employment ID numbering, an employment ID is required.

If the organization uses auto-numbering, leave this field blank.

Personal Information

Specify personal information about the resource.

Home Country

Select the resource's home country if it is different from the organization. This field can be important for geographic differential salaries and country-specific attributes.

Relationship to Organization

Required. Select the resource's relationship to the organization.

Relationship Status

Required. Select the resource's relationship status.

Legacy Employment Number

If a new employment ID is being assigned to an existing employee, (for example if your company has acquired another company and wants to merge the other company's employees with its own), specify the old employment ID.

Work Type

Select the resource's work type.

Working Remotely

Select this check box if a resource will be working remotely (for example, working from a home office rather than in the company office).

Wait For Credential Before Interfacing To WFM

Select this check box if the WFM interface should wait for a credential value (actor or identity depending on the interface setup) to be created before sending the resource record to Infor Workforce Management. If this check box is not selected, the record is sent through the interface immediately. This field defaults to the value specified during the interface setup.

Note: 

This field is only displayed if the Workforce Management check box is selected during the interface setup. For more information, see the Infor HR Talent Integrations Library.

Current Name

Specify the resource's current legal first, middle (if applicable), and last name.

Preferred Name

Specify the resource's preferred first, middle, or last name, if applicable.

Former Name

Specify the resource's former name, if applicable.

Title

Specify the resource's title.

Suffix

Specify the suffix, such as Jr., to the resource's name, if applicable.

Professional

Specify the resource's professional designation, such as Doctor, if applicable.

On the Dates & Service tab:

Start Date

Required. This is the only required date on this tab.

Adjusted Start Date

Specify the adjusted start date if it is not the same as the start date.

Continuous Employment Date

This date would apply if a resource is being rehired after a lapse of employment. The organization would decide which date to use as the start date for the purpose of benefits eligibility.

First Day Worked

Specify the first day that the resource works for the organization.

Anniversary

Specify the date from which a resource's anniversary is calculated.

Seniority

Specify the date on which to base seniority-related benefits.

Termination Notice

Specify the date on which the resource was given or gave his or her termination notice.

Termination

Specify the date on which the resource was terminated.

Eligible For Rehire

Select this option if the resource can be rehired in the future.

Last Date Worked

Specify the last date on which the resource worked.

Last Date Paid

Specify the last date on which the resource was paid.

Retirement Date

Specify the date on which the resource retired.

Date of Death

Specify the date on which the resource died. If you specify a Date of Death, also select the Deceased checkbox.

Other Dates

Specify the resource's birth date.

You can also specify other dates that are significant and are not listed on this option. For example, you can use Other Dates 1 to 5 as starting dates for trial periods.

If the organization uses auto-numbering, the resource is assigned a number. Other tabs then become available to add information.

Some of this information can also be updated by the resource itself in the Employee view or by the resource's manager in the Manager view.

The work assignment determines the resource's pay and position in the organization and manager structures.