Infor HR Talent Learning and Development User Guide

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About this guide

Learning and Development Overview

Before you start

Learning and Development

Learning and Development roles

Learning and Development integration with other applications

Home page and widgets

Learning and Development setup: organization

Learning and Development key terms

Non-checklist development activity process

Administrator set up

Global components setup

Defining action reasons for Learning and Development actions

Defining custom groups

Building conditions with the Condition Builder

Assigning organizations to local learning administrators

Defining and updating learning groups

Learning configuration setup

Organization learning rules

Skills and credentials renewal rules

Defining organization learning rules

Defining renewal rules for skills and credentials

Defining learning analysis rules

Defining online content player settings

Building learning analysis records

Enabling available development plans view

Enabling the To Do List on the development profile

Setting the time zone to local for employees

Virtual meetings integrations

Setting up Microsoft Teams integration

Setting up Zoom integration

Setting up WebEx integration

LinkedIn Learning integration

Setting up the LinkedIn Learning integration

Synchronizing the LinkedIn Learning catalog

Viewing and launching LinkedIn Learning activities

Creating notifications for Linkedin Learning catalog synchronization status

Checking licensed languages in the LinkedIn Learning admin portal

Importing Courses for All Languages Associated with LinkedIn Learning Account

OpenSesame integration

Setting up the OpenSesame integration

Synchronizing the OpenSesame catalog

Previewing OpenSesame online courses in admin view

Local-level administration

Enabling social groups

Creating social groups

Social group administration

The social group leader role

The Social Groups page

Editing a social group description

Launching a social group into a Teams channel discussion

Adding a meeting

Canceling a meeting

Working with the Members list

Adding a member

Removing a member

Adding an activity

Removing an activity

Working with the Documents list

Adding a document

Removing a document

Social group notifications

Learning and Development setup: components

Activity components setup

Activity components

Defining activity types

Defining activity categories

Defining activity delivery types

Defining activity delivery methods

Defining continuing education providers

Defining activity focuses

Defining activity duration units

Defining session frequencies

Defining a certificate template

Session and attendance components setup

Defining session sites

Defining attendance absence reasons

Defining evaluation timetable

Running the Post Upgrade Action for the calendar

Enabling the Growth calendar

Activity pre-tests and post-tests

Creating test questions and answers

Creating test question groups

Cost components setup

Defining professional categories

Defining cost types

Defining flat-rate standard costs

Defining activity-specific standard costs

Notifications components setup

Delivered notifications for Learning and Development

Adding delivered content notifications

Loading updated default content for notifications

Defining notification recipient categories

Defining notification templates

Defining notification text

Notification rules

Defining automatic notification rules for activity changes

Defining automatic notification rules for certifications

Defining automatic notification rules for continuing education credits

Defining automatic notification rules for development plans

Defining automatic notification rules for enrollments

Defining automatic notification rules for registration

Defining automatic notification rules for participation

Defining automatic notification rules for session changes

Defining scheduled notification rules

Defining automatic notification rules for evaluations

Defining automatic notification rules for pre-test reminders

Defining automatic notification rules for post-test approaching due date reminders

Defining automatic notification rules for development plan approaching due date

Defining automatic notification rules for past due development plans

Defining automatic notification rules for confirmed checklist assignments

Defining automatic notification rules for canceled checklist assignments

Defining automatic notification rules for checklist approaching due date

Defining automatic notification rules for checklist assignment completed

Defining automatic notification rules for checklist details changed

Defining automatic notification rules for available activities

Defining automatic notification rules for recommended learning activities

Attaching documents to notification rules

Updating notification rules

Deleting notification rules

Adding resources

Defining content administrators

Adding content authors

Defining instructors

Defining non-employees

Defining topics

Badges and leaderboards

Employee view of badges and leaderboards

Enabling leaderboards and badges

Loading delivered badges

Activating delivered badges

Creating a badge

Creating a badge group and assigning badges

Assigning a badge group to an activity or certification

Building catalog

Defining activities

Attaching topics to activities

Defining online content for activities

Defining prerequisites for activities

Defining advanced rules for activity prerequisites

Defining corequisites for activities

Defining activity equivalents

Defining advanced rules for activity equivalents

Assigning tests to activities

Adding attachments to activities

Defining activity outcomes

Making activities available to employees

Enrolling employees in activities

Re-enrolling employees in activities

Assigning approvers for activities

Assigning standard costs to activities

Defining providers for activities

Assigning continuing education providers to activities

Adding instructors to activities

Running the Post Upgrade Action for instructors

Auto-assigning evaluations to employees

Adding supported languages

Viewing scheduled actions

Assigning development plans and certifications

Assigning content administrators

Approving or rejecting content created by content author

Activating the approved content created by content author

Creating notification rules for activities

Responding to new catalog activity suggestions (learning manager)

Approving or rejecting activity enrollment or session registration requests

External learners and activities

Making activities available to external learners

Adding an external learner to the system

Adding multiple external users using the bulk upload feature

Enrolling an external learner in an activity

Enrolling an external learner in an activity that is not available to external learners

Managing external learners and their activities

External learning administrators

Assigning external learning administrator permissions to users

The external learner administrator dashboard

Generating a QR code for external learners to record attendance

Previewing OpenSesame online courses in admin view

Synchronizing the catalog to update activities

Viewing completed activities by provider

Enabling employees to re-enroll in completed activities

Enabling auto-launch in activities

Recommended learning setup

Enabling recommended learning

Loading delivered content for a recommended learning notifications

Creating recommended learning notification rules

Sending recommended learning notifications

Defining sessions

Defining or updating classes for sessions

Copying classes

Assigning instructors to sessions

Assigning approvers for sessions

Copying sessions

Canceling and deleting sessions

Creating ad hoc virtual meetings

Virtual meeting integrations using other providers

Enabling virtual meetings using other providers

Adding an ad hoc virtual meeting using other providers

Adding a virtual meeting session using other providers

Using the sessions calendar

Defining development plans

Creating new development plan versions

Attaching topics to development plans

Attaching visual groups and activities to development plans

Enabling development plans for self-enrollment

Enrolling employees in development plans

Viewing scheduled actions

Defining development plan outcomes

Assigning continuing education providers to development plans

Assigning content administrators and instructors to development plans

Creating notification rules for development plans

Assigning contacts to development plans

External learners and development plans

Making development plans available to external learners

Defining certifications

Creating new certification versions

Attaching topics to certifications

Attaching visual groups and activities to certifications

Defining certification rules

Enabling certifications for self-enrollment

Enrolling employees in certifications

Assigning content administrators and instructors to certifications

Creating notification rules for certifications

Viewing scheduled actions

Defining certification outcomes

Assigning continuing education providers to certifications

Assigning contacts to certifications

External learners and certifications

Making certifications available to external learners

Enrolling an external learner in a certification

Viewing available and past certifications for external learners

External learning administrators

Assigning external learning administrator permissions to users

Creating and viewing the catalog

Searching or printing the catalog

Browsing the catalog by topic

Searching catalog by keyword

Printing topics or the entire catalog

Defining evaluation questions

Defining evaluation question groups

Designing evaluation forms

Creating evaluations

Viewing evaluation details

Managing active evaluations

Defining featured content

Managing mentors

Designating resources as mentors

Removing mentor designation

Assigning mentors to resources

Unassigning mentors from resources

Assigning mentees

Unassigning mentees

Designating non-primary mentors as primary mentors

Transferring a single mentee to another mentor

Mass transferring mentees

Email automation setup

Defining mentor email templates

Setting up email automation for mentor actions

Activity enrollment, attendance tracking, and completion

Managing enrollments

Enrollment process

Enrolling employees in activities

Viewing session registrations

Approving or rejecting registration requests

Canceling session registrations

Processing manual waitlists

On-demand notifications to session participants

Notifying participants of class changes

Sending on-demand notifications about sessions

Tracking attendance

Creating and updating attendance records for sessions

Creating attendance records

Updating attendance records

Follow-up tasks

Creating session roster

Adding or rescheduling attendance dates

Recording attendance for sessions

Making global changes to attendance records

Validating attendance records

Validating attendance records individually

Validating attendance records for dates

Validating attendance records for sessions

Activity and session completion process

Setting session status to complete for all confirmed participants

Setting session status to failed to complete for a participant

Setting resource session participation to complete

Completing or failing to complete resource activities

Online content status preview

Enabling online content status preview

Previewing the status of online content

Deleting the progress status

Generating multiple certificates of completion simultaneously

Generating individual certificates of completion

Setting an evaluation status to Failed To Complete

Using employee preview

Resource development

Monitoring individual resource learning activities

Accessing resource development profile information

Accessing resource activity and enrollment information

Accessing resource certification information

Accessing resource development plan information

Rejecting, canceling or waiving a resource's activity

Cancelling or waiving activities

Waiving activity prerequisites

Tracking personal development balances

Personal development balances

Loading personal development balances with Infor Spreadsheet Designer

Loading personal development balances with the Update Balances set action

Creating single personal development balance records

Monitoring maximum personal development balances

Monitoring and updating all personal development balances

Tracking organization liability for personal development

Mass distribution

Mass assigning enrollments to activities

Mass assigning enrollments to development plans

Mass assigning enrollments to certifications

Mass assigning availability to activities

Mass assigning availability to development plans

Mass assigning availability to certifications

Mass assigning evaluations

Mass assigning checklists

Viewing skipped mass assign records

Updating individual activity enrollment

Checklist setup

Checklist setup

Defining checklist rules

Defining checklist types

Defining checklist categories

Defining component groups for checklists

Defining due date calculation methods for checklists

Defining validation methods for checklist components

Defining checklist tasks

Defining and maintaining checklists

Checklist statuses

Checklist versions

Defining checklists

Adding components to checklists

Adding competency components to checklists

Adding a skill component to a checklist

Adding activity components to checklists

Specifying a required order of completion of activities within a checklist

Adding checklist task components to checklists

Adding competencies and skills in competency models

Adding validation methods, criteria, attachments, and URLs to checklist components

Re-sequencing checklist components

Adding certifications to checklists

Adding behavior or attribute component criteria to existing checklist components

Copying existing checklists

Creating new versions of existing checklists

Activating checklists

Checklist assignment and processing

Resource checklist statuses

Assigning checklists

Assigning checklists to resources

Assigning resources to checklists

Mass assigning resources to checklists

Mass assigning resources to checklists by type

Activating Draft resource checklists

Activating all Draft resource checklists for checklists

Activating selected Draft resource checklists

Reverting resource checklists to Draft status

Reevaluating the eligibility of resource checklists

Reevaluating eligibility by checklist

Reevaluating eligibility by checklist type

Changing resource checklist eligibility groups

Resource components processing

Process for validating or completing resource checklist components

Validating resource checklist components

Waiving resource checklist components

Reverting resource checklist component statuses

Reverting acknowledged checklist components

Reverting validated checklist components

Reverting waived checklist components

Reverting cancelled checklist components

Registering resources for checklist activity components

Resource checklist monitoring and processing

Monitoring the progress of active resource checklists

Monitoring resource checklists by checklist

Monitoring resource checklist components and other development tasks

Monitoring resource checklists awaiting employee signature

Actions to select on the monitoring forms

Completing resource checklists

Reactivating completed resource checklists

Changing resource checklist due dates

Cancelling resource checklists

Reactivating cancelled resource checklists

Scheduled notifications and correspondence

Sending or scheduling notifications

Notifying managers and participants about activities pending registration

Notifying participants about sessions approaching start date

Notifying participants about activities approaching due date

Notifying participants about overdue activities

Notifying managers about enrollments pending approval

Notifying participants about certifications approaching due date

Notifying participants about evaluations approaching due date

Notifying participants about overdue certifications

Notifying participants about certifications approaching expiration

Notifying employees of expiring evaluations

Notifying participants about expired certifications

Notifying participants about certifications approaching renewal

Notifying instructors about incomplete attendance

Notifying participants about classes approaching start date

Notifying employees of pending pre-tests

Notifying employees of post-test approaching due dates

Notifying participants of development plan approaching due dates

Notifying participants of past due development plans

Notifying employees of development plan activities approaching due date

Notifying employees of certification activities approaching due date

Using bundled notifications to inform employees of approved enrollment activities

Using bundled notifications to inform employees of activities approaching the due date

Track and manage correspondence

Locating specific email

Resending correspondence records

Purging single correspondence records

Mass purging correspondence records

Creating a header and footer for the organization’s notifications templates

Learning and Development standard reports and lists

Generating Session Capacity Analysis reports

Generating Activity Failure Analysis reports

Generating Attendance Analysis reports

Competency And Skill Validation History report

Verifying resources that are validated for competencies and skills

Verifying competencies and skills for which resources are validated

Generating Checklist Due Date Compliance Analysis reports

Pre-test and post-test reports

Resuming bulk addition of online content

Scheduling regular online meetings

Mass unenrollment of employees from activities

Learning administrators: unenrolling multiple employees from activities

Instructors: unenrolling multiple employees from activities

Managers: unenrolling multiple employees from activities

Mentors: unenrolling multiple employees from activities

Learning administrators: unenrolling multiple employees from development plans

Learning administrators: unenrolling multiple employees from certifications

Online integrations learning catalog synchronization

Synchronize feature content

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