Non-checklist development activity process (no learning budgets - no interface to Infor Learning Management)

It is assumed that setup activities have been completed.

Assignment and registration process


Role	Tasks	Location
Employee	Locates an activity in the catalog. Requests activity from the catalog or development plan. If activity includes sessions, select a session. or Register later.	Employee > My Development > Catalog Employee > My Development > Development Plan > Activities tab
Manager or mentor	Locate an activity in the catalog. Assign an activity. If activity includes sessions, select a session. or Register later. If resource-initiated registrations require approvals, approves (or rejects) the registration.	Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab) Mentor > My Mentees > Assign Activity or Mentors > My Mentees then select employee to open the employee development plan (Activities tab)
System (automated)	If the activity has no session, the activity is automatically approved. If the activity has sessions and the selected session has available space, the activity is approved and the session registration is confirmed. If the organization learning rules allow wait-listing, and the requested session is full, the activity is approved and the registration is wait-listed. If the requested session is full and wait-listing is not allowed, the activity and registration are rejected and the employee or manager can reapply for a different session. If notifications are defined, registration-related notifications are sent automatically.
Learning manager	For activities that have sessions: Manages wait-listed registrations (if applicable) Tracks participation.	Development Planning > Registrations And Completion > Manage Registrations Development Planning > Registrations And Completion > Attendance And Completion
Employee, manager, or mentor	Can view the status of the activity and (if applicable) the registration in the employee's development plan or on their Development Tasks list. Employee can withdraw from non-required activities, as well as withdraw a confirmed or wait-listed registration Manager or mentor can cancel a non-required activity, waive a required activity, and cancel a confirmed or wait-listed registration.	Employee > To Do > Development Tasks Employee > My Development > Development Plan > Activities tab Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab) Manager > To Do > Development Tasks Mentor > My Mentees then select employee to open the employee development plan (Activities tab) Mentor > Checklists > Development Tasks
Employee or manager	If the activity is linked to a performance goal, associates the activity with the goal.	Employee > My Development > Development Plan > Activities tab Manager > Develop Employees > Development Plans > Resource Development Plan > Activities tab

Activity completion process


Role	Tasks	Reference
Employee, manager, or mentor	(Optional) Flag the activity as "Finished."	Employee > To Do > Development Tasks Employee > My Development > Development Plan > Activities tab Manager > To Do > Development Tasks Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab) Manager > Checklists > Development Tasks Mentors > My Mentees then select employee to open the employee development plan (Activities tab)
Employee, manager or mentor	If needed can reverse an "Activity Is Finished" status to an "Activity Is Not Finished" status.	Employee > To Do > Development Tasks Employee > My Development > Development Plan > Activities tab Manager > To Do > Development Tasks Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab) Manager > Checklists > Development Tasks Mentor > My Mentees then select employee to open the employee development plan (Activities tab)
Learning manager	Completes (or fails to complete) finished activities. Note: The activity does not have to be tagged as "Finished" for the learning manager to complete it.	Development Planning > Registrations And Completion > Attendance And Completion
System (automated)	For completed activities, updates the employee talent profile with the skill, competency, or credential outcomes defined for the development activity. For required activities that fail to complete, returns the status to Needs Registration For completed activities and non-required activities that fail to complete, moves the record to Historical Activities.