Assigning checklists to resources

Use this procedure to assign a checklist to one or more resources at a time.

  1. Select Development Planning > Checklists > Assignment.
  2. On the Resources tab, select the resources to assign a checklist to, and select Actions > Assign Checklist.
  3. Specify this information:
    Checklist

    Select the checklist to assign to the resource.

    Status

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

    Select Active (the default) 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 are prompted to specify a new due date.
    Reason

    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 if applicable.

    Development Period

    (Learning budgets only) Select the development period to be used to assign development activity components to a budget.

    Budget Category

    (Learning budgets only) Select the budget category to be used to assign development activity components to a budget.

    Request Origin

    (Learning budgets only) Select the request origin.

  4. Click OK.
  5. Select each resource that you assigned to the checklist and verify that the resource checklist appears in the checklists panel.