Infor HR Talent Configuration Guide

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Setting up security
User security maintenance overview
Security classes and roles
Actor Organization Unit security
Requirements for using the ActorOrgUnit roles
Action period security
Granting purge administrator and purge grantor security
Assigning security access to Purge Grantor administrator
Assigning security access to Purge Actions administrator
Configuring Infor Process Server services
Verifying setup
Adding a user
Assigning a user to a task
Assigning a task to a user
Enabling users for filtering
Enabling tasks for filtering
Uploading Infor Process Automation processes
Adding services to processes
Configuring a process for runtime
Verifying Process Flow server configuration
Updating email address for Process Server errors
Managing Async queues and actions
Using the Action Configuration utility
Determining actions that can be multi-threaded
Changing Action Configuration parameters
Reverting to delivered Action Configuration parameters
Copying values from run groups
Overriding the maximum active threads setting
Managing Async queues
Changing Async queue parameters
Creating a user-specific queue
Updating other parameters for performance improvements
Configuring organization access
Configuring organization access for actors
Providing user access to multiple organizations
Updating the HROrganization context property
Assigning actor context records to HROrganization context properties
Selecting an organization
Implementing organization unit security for an HR generalist
Implementing organization unit security for HR generalists
Assigning actor to security roles
Assigning the actor to an organization unit
Defining access for an actor with no organizational unit
Configuring proxy management
Security setup
Granting a proxy
Acting as proxy
Inbasket
Defining a proxy user
Defining a role as proxyable
Assigning proxy roles to the grantor
Assigning ProxyUserRole to proxy actors
Creating the proxy definition
Switching to a proxy user role
Replication sets overview
Infor HR Talent replication sets
Configuring the web user interface
Enabling SoHo 4 UX web interface
Disabling SoHo 4 UX web interface for the entire application
Disabling SoHo 4 UX for specific web applications
Configuring Infor HR Talent homepages
Customizing the logo and banner for web applications
Changing the favicon for web applications
Configuring customized application start pages with Configuration Console
Configuring and deploying customized homepages with HomePages.zip
Customizing homepages with HomePages.zip
The HomePages.zip folder structure
Customizing static web pages with HomePages.zip
Finding the URL for the static HTML page
Creating a ZIP file for a static web page
Creating a configurable home page record
Configuring a static web page URL
Static web pages
Customizing homepages for Employee Preview
Icon themes
Using the Icon Theme Preview tool
Viewing templates without using a customized home page
Implementing a customized home page template
Common template customizations
Banner customizations
Customizing the banner text
Customizing the banner images
Customizing the banner buttons
Customizing the banner links
Enabling the banner carousel
Changing Quick Links
Quick Links – Internal Links
Quick Links – External Links
Quick Links – Custom icons
Quick Links – Dynamic Cell Data
Configuring homepages for Mobile HCM
Deploying configurable homepages
Displaying configurable homepages for users
Displaying configurable homepages for an actor
Using the configuration library
Using icons in the configuration library
Using menu images in the configuration library
Using widgets in the configuration library
Using banner images in the configuration library
Using background images in the configuration library
Configuration of Infor Ming.le widgets
Employee widgets
Manager widgets
Configuring the Infor Ming.le Manager Navigator widget
Recruiter and recruiter administrator widgets
HR generalist widgets
Administrator widgets
Configuring the Infor Ming.le Admin Navigator widget
Case management widgets
Health and safety administrator widgets
Configuration of hand-coded widgets
Configuring widgets with a Configurable Home Page .zip file
Configuring Infor Ming.le context apps and utility apps
Understanding business context messages
Supported business context messages
Supported context and utility applications that are delivered with Infor Ming.le
Adding a context or utility app to your product
Admin Navigator context application
Rave context application
Manager Navigator context application
Smart Help context application
Evaluating and implementing the new Employee experience
Before you start
Assigning the security role for Employee Preview
Assigning the security role for Employee Preview in Infor Federated Services
Evaluating homepage templates for Employee Preview
Previewing home page templates for Employee Preview
Testing homepage templates for Employee Preview
Reviewing configured homepage template for Employee Preview
Adopting the new Employee experience for all employees
Implementing new employee content for all employees
Troubleshooting
Language availability
Implementing multi-language field configuration
Multi-language configuration
Using multi-language configuration
Adding a specific locale name
Adding translated text for fields
Adding translated text for email templates
Using translated text in document templates
Disabling multi-language configuration
Configuring shared data with Infor Financials and Supply Management
Sharing data with new Infor HR Talent and Infor Financials and Supply Management systems
Enabling shared data in Infor HR Talent
Verifying shared data enablement
Resolving shared data enablement complications
Sharing data with existing Infor HR Talent and Infor Financials and Supply Management systems
Sharing data with an existing Infor HR Talent and new Infor Financials and Supply Management system
Sharing data with an existing Infor Financials and Supply Management and a new Infor HR Talent system
Configuring Infor HR Talent for BODs
Verifying the IMS configuration
Verifying export configurations
Verifying BOD configuration for Absence Management
Activating BOD hold configuration
Setting the business object document configuration properties
Defining cross reference values for BODs
Updating User Templates with new delivered content
Customizing business object document templates
Enabling BOD translations
Understanding connection points and document flows for BODs
Configuring document flow for BODs
Activating the document flow for BODs
Generating BODs
Setting the BOD Sweep schedule to send BODs
Monitoring BODs
Setting BOD Status to Handled
Troubleshooting BODs
Data is not flowing properly
Outbound troubleshooting
Troubleshooting delivered BOD integrations
Viewing the list of BODs
Loading employee data to new systems
Other configuration
Configuring Landmark embedded analytics
Enabling the Landmark embedded analytics cube data
Updating the Landmark embedded analytics cube data
Viewing personal data from Infor HR Management
Configuring pay and benefits links
Configuring dual name display
Configuring Absence Management process plans
Configuring batch parameters for process plans
Creating a separate background processing queue and queue mapping
Configuring the identity service used for Infor Workforce Management
Adding attachment requirement configuration for skill and competency renewals
Enabling verify and reverify actions for verifiable credentials
Configuring purge and anonymize features
Configuring purge parameters
Configuring purge eligible employee relationship status
Candidate space configuration and customization
Configuring internal job board access for internal candidates
Customize your candidate space
Customizing a configurable UI file
New candidate space configuration and customization
Configuring WebSphere to support PNG images
Candidate Space user interface configuration
The CandidateSpace.zip folder structure
The Candidate Space home page
Header and background area customization
Customizing your corporate logo
Integrating your organization menu into the header area
Customizing the background image
Changing the Candidate Space font family
Changing the Candidate Space color theme
Modifying the Candidate Space map option
Candidate Space translations
Editing translations of an existing locale
Adding new translatable text to Candidate Space
Editing English text in CandidateSpace.zip
Removing languages from Candidate Space
Customizing the help text in Candidate Space
Enabling social share for Candidate Space
Configuring external job boards for job scraping
Mobile Candidate Space configuration
Enabling mobile Candidate Space for an organization
Enabling mobile Candidate Space for a job board
Customizing the mobile Candidate Space
Removing the job listings tab on Candidate Space
Configuring the cookie banner
Enabling the cookie banner
Disabling functional cookies until the user accepts
Disabling functional cookies even if the user accepts
Changing cookie banner text
Hiding the preferences tab
Hiding fields in preferences
Showing and hiding common areas of the job board
Customizing the classic customer space
Replacing the welcome page logo in its current position
Replacing the sign-in page logo in its current position
Configuring external job board URL for job scraping for classic candidate space
Customizing the help text for the classic candidate space
Configuring sign-in pages for candidate space
External candidate access configuration
Configuring a notification of candidate email change
Branding and configuration for external entities
Configuring sign-in page branding for external entities
Configuring sign-in page links for external entities
Configuring email for external entities
Enabling user verification for external entities
Configuring password requirements for external entities
About adding external candidates
About updating an external candidate email
Resetting an external candidate’s password
Configuring Mobile HCM
Predictive outcome setup
Enabling predictive outcome
Enabling team flight risk on mobile
Creating an actor for the Talent Science Administrator role
Extracting calibration data
Creating a predictive outcome record
Creating department mapping records
Setting up predictor fields
Calculating and viewing flight risk data
Infor process server details
Add assignment
Add work assignment
Appraisal approval
Approval of anniversary salary awards
Approval of focal salary awards
Approve draft requisition
Assessment order
Assessment result
Background check
Background report
Buy time off approval
Change pay rate
Change position pay
Change relationship to organization
Compensation program approval
Compensatory time off approval
Create EEO report file 1
Create EEO report file 2
Create job requisition
Create VETS-100 report file
Create VETS-100 A report file
Create VETS-4212 report file
Exchange time off approval
Hire approval
Hire resource
Individual Business Objective (IBO) approve
Individual Business Objective (IBO) complete
Manager appraisal approval
New activity
Offer
Promote
Rehire
Rehire resource
Reinstate resource
Request activation
Request completion
Request goals
Request inactivation
Request to put on hold
Request update
Request new job
Request new position
Request peer appraisal
Request special incentive
Request transfer
Resignation
Sell time off approval
Simple add work assignment
Suggest goals
Terminate
Time off approval
Time record interface
Time entry approval
Transfer
Transfer Talent Acquisition
Other processes used in Infor HR Talent
Infor Process Server .lpd files
Multi-language fields configuration
Translation search guidelines
Key word search fields
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