Assigning resources to checklists

Learning administrators can assign resources to checklists.

  1. Select Checklists > Assignment.
  2. Select a checklist.
  3. Add one or more resources to the checklist:
    1. To add a single resource, select Actions > Assign Checklist.
    2. To add multiple resources, click Add Multiple. Select multiple resources, then click Add Selected Employees.
  4. Specify this information:
    Employment ID

    Select the resource's employment ID

    Status

    Select the status of the resource checklist after it is created.

    Select Active if you want the resource checklist to be in Active status.

    Select Draft if you want only learning managers to view the resource checklist.

    Due Date Override

    You can let the due date default from the checklist or assign a new due date. The date must be in the future.

    Note: If the due date that defaults from the checklist is not a future date, you get a message prompting you to specify a new due date.
    Reason

    You can select a reason for the assignment. The reason must be defined with an action reason in Infor HR Talent with a subject of HCMEmployeeChecklistAssign.

    Comment

    Specify comments.

  5. Click Submit.
  6. Select each checklist for which you created a resource checklist and verify that the resource checklist appears in the Resources panel. Note the checklist status and resource status are in sync upon activity completion validation.