Non-checklist development activity process (learning budgets - no interface to Infor Learning Management)
It is assumed that setup activities have been completed.
Assignment and registration process
If your organization selected to use budgets only for French resources, this process is valid only for French resources. Non-French resources will use the process described in Non-checklist development activity process (no learning budgets - no interface to Infor Learning Management).
Role | Tasks | Location |
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Learning manager | Calculates learning budgets; optionally releases distributed budgets to managers. |
(Optional) |
Employee |
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Manager or mentor |
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Activities tab) then select employee to open the employee development plan (
or Activities tab) then select employee to open the employee development plan ( |
Manager | If manager budget exists, completes budget when all activities for development period have been assigned. | |
Learning manager |
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Learning manager | When a budget is complete (development activities for the budget have been accepted), finalizes the budget | |
System (automated) | Automatically approves all development requests that are part of a finalized budget. | |
Employee |
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Manager or mentor |
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Activities tab) then select employee to open the employee development plan (Activities tab) then select employee to open the employee development plan ( |
Learning manager |
For activities that have sessions:
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Employee, manager, or mentor |
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Activities tab) then select employee to open the employee development plan (
Activities tab) then select employee to open the employee development plan (
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Employee or manager | If the activity is linked to a performance goal, associates the activity with the goal. |
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Activity completion process
Role | Tasks | Where? |
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Employee, manager, or mentor | (Optional) Flag the activity as "Finished." |
Activities tab) then select employee to open the employee development plan (
Activities tab) then select employee to open the employee development plan ( |
Employee, manager, or mentor | If needed can reverse an "Activity Is Finished" status to an "Activity Is Not Finished" status. |
Activities tab) then select employee to open the employee development plan (
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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. |
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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. |
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Learning manager | Enters actual costs |
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