Global components setup

Learning and Development uses these components that must be set up in Administrator > Set Up by a user with administrator privileges. The exception is custom groups, which can also be set up by the learning manager in Learning and Development > Set Up. They are included here because custom groups are global and can be used by any Learning and Development application.

• Resources: All activities are associated with a resource. Instructors must also exist as resources in Infor HR Talent. For information on defining resources, see the Infor HR Talent User Guide.

• Currency: Standard costs and budgets are associated with a currency. For information on defining currency, see the Infor HR Talent User Guide.

• Action reasons: These Learning and Development actions can be associated with an action reason:

  • Suggesting an activity for the catalog.

  • Rejecting, withdrawing, or canceling a resource activity.

    Note: Applicable only to activities defined in Learning and Development.

  • Canceling a session.

• Eligibility groups (also called custom groups): Used for checklist mass assignments, activity mass assignments, mentor mass assignment, and personal development hours updates.

  Custom groups are defined in Learning and Development > Set Up > Custom Groups.

• Locations: Locations are used for session locations.

• Competencies, skills, and credentials: Activities can be defined to have competencies, skills, or credentials as outcomes. Checklists can have skill and competency components.

  Competencies, skills, and credentials also require rating levels and qualification sources to be defined.

• Organization configuration for localizations

• Professional categories: Standard costs can be based on a professional category learning rate.

• Document logos: To use a company logo on a printable document, you can upload the logo on Administrator > Set Up > Document Logos.