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Infor HR Talent Development Planning User Guide
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About this guide
Development Planning Overview
Before you start
Development Planning
Development Planning roles
Development Planning integration with other applications
Infor Rich Client navigation tips
Development Planning setup: organization
Development Planning key terms
Development activity
Learning budgets, resource development activity requests, and budgets
Development activities, individual development plans, and goals
Development activity topic
Sessions
Classes
The catalog
Setup considerations: learning budgets or not
Learning budgets
Setup requirements depending on the Learning Budgets option
Non-checklist development activity process (no learning budgets - no interface to Infor Learning Management )
Non-checklist development activity process (learning budgets - no interface to Infor Learning Management )
Administrator set up
Global components setup
Defining action reasons for Development Planning actions
Defining custom groups for Development Planning
Building conditions with the Condition Builder
Learning configuration setup
Organization learning rules
Skills and credentials renewal rules
Defining or maintaining organization learning rules
Defining renewal rules for skills and credentials
Defining learning analysis rules
Building learning analysis records
Development Planning setup: development
Activity components setup
Activity components
Request origins (learning budgets only)
Defining and maintaining development activity types
Defining and maintaining development activity categories
Defining and maintaining development activity delivery types
Defining and maintaining development activity delivery methods
Defining and maintaining development activity focuses
Defining and maintaining development activity topics
Defining and maintaining session frequencies
Defining and maintaining development activity duration units
Defining or maintaining request origins (learning budgets only)
Session and attendance components setup
Session and attendance components
Defining and maintaining session sites
Defining and maintaining attendance absence reasons
Cost components setup
Professional categories and Development Planning (learning budgets only)
Cost types
Standard costs
Standard costs in Development Planning
(French localization only) Hours outside of work tracking and costs
Dates used for calculating costs (learning budgets only)
Updating professional categories (learning budgets only)
Defining and maintaining cost types
Defining and maintaining flat-rate standard costs
Defining and maintaining activity-specific standard costs
Defining and maintaining standard costs based on professional category rates (learning budgets only)
Defining and maintaining standard costs based on resource rates (learning budgets only)
Notification components setup
Notifications
Defining notification recipient categories
Defining notification templates
Defining notification text for Development Planning notifications
Notification rules
Defining automatic notification rules for registration
Defining automatic notification rules for participation
Defining automatic notification rules for session changes
Defining scheduled notification rules
Attaching documents to notification rules
Maintaining notification rules
Updating notification rules
Deleting notification rules
Provider and instructor setup
Provider
Instructor
Defining and maintaining instructors
Defining and maintaining providers
Attaching instructors to providers
Accessing provider development activities and sessions
Provider contract setup
Provider contract
Provider contract status
Defining and maintaining provider contract information
Attaching provider contracts to sessions
Defining ssession to attach to providers and contracts
Entering and tracking provider contract payments
Cancelling proposed and active provider contracts
Mentors
Mentors
Email automation setup
Defining mentor email templates
Setting up email automation for mentor actions
Managing mentors
Designating or removing resources as a mentors
Designating resources as mentors
Removing resources as mentors
Assigning or unassigning mentors
Assigning mentors to resources
Unassigning mentors of resources
Managing mentees
Assigning mentees
Unassigning mentees
Designating non-primary mentors as primary mentors
Transferring a single mentee to another mentor
Mass transferring mentees
Activities, catalog, and sessions
Defining development activities
Responding to new catalog activity suggestions (learning manager)
Defining development activities
Defining prerequisites for development activities
Defining outcomes of development activities
Assigning providers to development activities
Assigning standard costs to development activities
Attaching documents to development activities
Building and viewing the catalog
Creating the catalog
Searching or printing the catalog
Searching activities by keyword
Browsing the catalog by topic
Printing topics or the entire catalog
Defining and maintaining sessions
Defining proposed or open sessions for development activities
Defining or updating classes for sessions
Copying classes
Assigning instructors to sessions
Copying sessions
Cancelling sessions
Cancelling sessions and moving registrations
Development activity assignments
Mass assigning development activities to resources in eligibility groups
Assigning non-checklist development activities to individual resources
Rejecting, cancelling or waiving a resource's development activity
Rejecting non-required development activity requests (learning budgets only)
Canceling or waiving development activities
Activity registration, attendance tracking, and completion
Managing registrations
Registration process
Wait lists
Registering resources for sessions
Viewing registrations for sessions
Approving or rejecting registration requests
Cancelling session registrations
Processing manual wait lists
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
(French localization only) Recording actual hours outside of work
Completing sessions
Activity and session completion process
Completing sessions for all confirmed participants
Complete or fail to complete session and/or development activities for individual resources
Completing or failing to complete resource session participation
Completing or failing to complete finished resource development activities
Resource development
Monitoring individual resource learning activities
Accessing resource development activity and registration information
Accessing resource development plan information
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
Learning budgets overview and setup
Learning budgets overview
Learning budgets process
Learning budgets setup
Budget rounding rules
Budget calculation methods
Use of budget calculation methods
Budget calculation example
Budget categories
Development periods
Learning budgets
Defining and maintaining budget rounding rules
Reviewing standard costs
Defining budget calculation methods
Defining work assignment pay rate components
Defining work assignment total pay rate components
Defining other pay rate components
Defining allowance components
Budget calculation methods and budget calculation components
Maintaining budget calculation methods
Maintaining budget calculation components
Defining and maintaining budget categories
Defining and maintaining development periods
Defining and maintaining learning budgets
Defining consolidated budget views
Budget calculations
Calculating budgets
Adjusting budget amounts
Adjusting distributed budget amounts
Transferring distributed budget amounts
Releasing distributed budget amounts to managers
Preparing learning budgets
Associating resource development activities with learning budgets
Assigning in-budget development activities to resources
Copying resource development activities
Preparing budgets
The Prepare Budgets view
Development periods and budgets assigned to development activity requests
Completing missing budget and development activity data
Viewing and updating development activity requests
Rejecting, cancelling, or waiving resource development activities for non-finalized budgets
Rejecting non-required development activity requests
Canceling or waiving approved development activities
Maintaining estimated costs for development activity requests
Flagging development activity requests as reviewed
Viewing non-finalized consolidated budgets
Viewing and adjusting non-finalized budgets
Viewing and adjusting non-finalized budgets at the manager level
Review Complete / Revert To Pending Review status
Viewing budget rolled up amounts
Finalizing budgets
Implementing finalized learning budgets
Overview of budget implementation tasks
Learning manager tasks after budgets are finalized
Actual costs
Projected costs
The Implement Budgets view
Managing finalized budgets
Out-of-budget development activity requests
Viewing finalized consolidated budgets
Viewing and adjusting finalized budgets
Viewing and adjusting finalized budgets at the manager level
Assigning out-of-budget development activities to resources
Reviewing and updating estimated costs for out-of budget requests
Approving out-of-budget development activity requests
Rejecting, cancelling, or waiving development activity requests for finalized budgets
Rejecting requested development activities
Canceling or waiving approved development activities for finalized budgets
Calculating or entering actual costs for resource development activities
Calculating or entering actual costs from a session or a finalized budget
Calculating or entering actual costs for resource development activities
Checklist setup
Checklists
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
Checklist creation and maintenance
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
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 behavior or attribute component criteria to existing checklist components
Copying existing checklists
Creating new versions of existing checklists
Activating checklists
Checklist assignment and processing
Assigning checklists to resources
Resource checklist statuses
Resource checklist assignment
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
Related topics
Completing resource checklists
Reactivating completed resource checklists
Changing resource checklist due dates
Cancelling resource checklists
Reactivating cancelled resource checklists
Scheduled notifications and correspondence
Send or schedule notifications
Notifying resource managers and resources about approved activities awaiting registration
Notifying participants that session date is approaching
Notifying resource managers about registration requests awaiting approval
Track and manage correspondence
Locating specific email
Resending correspondence records
Purging single correspondence records
Mass purging correspondence records
Development Planning analysis
Analysis views for all configurations
Generating Develop For Excellence reports
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
Analysis views for learning budgets
Budget Analysis views
Request Analysis views
Request Analysis
Completed Activity Requests
Not Completed Requests
Activity Hours By Professional Category
Prepare Budgets Summary
Implement Budgets Summary
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