Infor HR Talent Setup and Administration Guide

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Infor HR Talent overview

Infor HR Talent

Implementation planning for Infor HR Talent

Employee and Manager spaces

Working with past, present, and future data

Effective dates and as of reporting

Active and inactive statuses

Prerequisite and global setup

Implementing delivered content

Checking for delivered content updates

Loading delivered content

Countries and enterprise groups

Adding countries

Adding telephone country codes

Adding enterprise groups

Adding finance enterprise groups

Adding North American Industrial Classifications

Adding Standard Industrial Classifications

Creating currency codes

Creating currency relationships

Creating currency rate tables

Creating currency exchange rates

Creating rate precision for currency

Currency triangulation

Override protection

Action requests

Action request process server

Creating action reasons

Custom group business subjects

Creating custom groups

Building conditions with the condition builder

Scheduling processes

Actor Organization Unit security for HR Talent Administration

Requirements for using the ActorOrgUnitHRAdmin_ST and ActorOrgUnitAccessLevelHRAdmin_ST roles

Roles and access

Troubleshooting Actor Organization Unit security

User provisioning

Enabling the Report Catalog

Organizational planning

One organization versus multiple organizations

Organization structure examples

Elements of organizations

Organizational structure

Configurable features

Configuring features for organizations

Configurable fields

Enabling or disabling country configurable fields

Maintaining organization and country settings that affect ethnicity options

Creating organizations

Enabling employee access to Symmetry tax forms

Configuring organization charts

Configuring life event information for an organization

Defining percent fit rules and match margins ranges

Implementing work eligibility documentation

Enabling work eligibility fields

Creating work eligibility types

Creating work eligibility descriptions

Configuring work eligibility statuses

Work eligibility information

Configuration of the Infor HR Service Delivery interface

Creating locations

Creating cost centers

Maintaining cost centers

Cost center interface

Creating projects

Updating or deleting projects

Interface mapping files

Creating counts for organization units

Creating organization charts

Creating organization unit types

Creating organization units

Copying organization units

Moving organization units

Inactivating organization units

Reactivating organization units

Viewing organization structures

Chart of accounts, Grant Management fields, activities and account categories

Creating a chart of accounts

Enterprise and general ledger companies

Creating enterprise companies

Creating general ledger companies

Creating accounting units

Account category structures and account categories

Creating account category structures

Creating account categories

Creating summary account categories

Account category validation

Activity groups and activities

Creating activity groups

Creating activities

Configuring bank account formats and validation

Enabling country bank account format content

Configuring the bank account validation format for specific countries

Configuring bank account formats

Configuring bank account validation

Enabling resource bank payments

Converting business class data

Enabling pay cards

Inactivating and activating a bank account

Inactivating a bank account

Activating a bank account

Corrections for turnover calculations

Enabling date corrections

Enabling the approval flow for resource termination

Generating turnover reports

Correcting date fields for employees

Tax structure setup

Assigning legal entities and establishments to an organization unit

Manager structure

Manager structure independent of organization structure

Manager structure components

Creation of manager roles

Indirect managers and the matrix structure

Creating manager types

Creating manager structures

Moving managers within the structure

Copying branches of the manager structure

Deleting managers or manager branches

Building lists of available positions with span of control

Viewing manager structures

Creating manager counts

Creating manager roles

Creating manager charts

Correcting misaligned manager structures

Competency management

Competency management qualification types

Prerequisite competency management setup

Prerequisite competency management components

Qualification sources

Creating qualification sources

Inactivating qualification sources

Updating qualification sources

Deleting qualification sources

Creating rating scales

Inactivating rating scales

Updating rating scale descriptions

Updating rating level descriptions

Deleting rating scales

Creating competency and skill attribute types

Competency and skill attribute types

Inactivating competency or skill attribute types

Updating attribute type descriptions

Deleting attribute types

Qualification configuration

Updating qualification configuration

Competencies and skills

Performance indicators and proficiencies

Competency and skills attributes

Creating competencies

Creating skills

Creating, updating, and deleting regions

Creating grace periods

Creating or updating a resource competency or skill

Inactivating competencies, skills, and grace periods

Inactivating behaviors and attributes

Viewing and updating competencies, skills, and grace periods

Deleting competencies, skills, and grace periods

Competency groups and competency models

Creating competency groups

Maintaining competency groups

Creating competency models

Maintaining competency models

Equivalency groups

Creating equivalency groups

Configuring equivalency groups

Adding equivalent qualifications to an equivalency group

Adding an equivalency group to a position

Adding an equivalency group to a job

Credentials and education

Adding credentials

Maintaining credentials

Adding education

Adding education specializations

Adding education institutions

Maintaining education components

Creating achievement roles

Creating achievement types

Maintaining achievement roles and achievement types

Creating notifications for expiring qualifications

Jobs and positions

Relationship between job and position

Job setup options

Synchronizing jobs, positions, and supervisors

Synchronization

Automatic job-position synchronization

Automated position-supervisor synchronization

Job components setup

Creating job levels

Updating job levels

Deleting job levels

Creating job families

Updating job families

Deleting job families

Creating job categories

Updating job categories

Deleting job categories

Creating job subcategories

Updating job subcategories

Deleting job subcategories

Job country attributes

Creating job country attributes

Inactivating job country attributes

Updating job country attributes

Deleting job country attributes

Working conditions

Creating working condition types

Updating working condition types

Deleting working condition types

Creating working conditions

Updating working conditions

Deleting working conditions

Responsibilities and duties

Responsibility groups

Responsibilities defaulted on positions

Guidelines on using responsibility groups

Defaulted responsibility weights

Creating responsibilities and duties

Creating responsibility groups

Synchronizing responsibility weights

Job field default rules

Creating or updating job field default rules

Position components setup

Position components

Creating position levels

Creating position families

Creating position categories

Creating position subcategories

Position field default rules

Creating or updating position field default rules

Assigning job country attributes to a job

Assigning competencies and skills to a job

Assigning education requirements to a job

Assigning credentials to a job

Assigning working conditions to a job

Assigning responsibilities to jobs

Viewing positions for jobs

Copying responsibilities, qualifications, and working conditions to another job

Job maintenance

Updating job country attribute assignments

Updating job components

Deleted and inactive jobs

Inactivating jobs

Inactivating qualifications or working conditions assignments

Creating positions

Copying positions

Assigning competencies and skills to a position

Assigning education requirements to a position

Assigning credentials to a position

Assigning working conditions to positions

Assigning responsibilities to positions

Copying components to another position

Position maintenance

Updating positions

Updating multiple fields in one or more positions

Inactivating positions

Deleting positions

Inactivating position qualifications and working conditions

De-synchronizing positions and managers

Synchronizing positions with jobs

Payroll component configuration

Configure your organization to interface with payroll

Creating and associating countries

Enabling fields relevant to payroll for supported countries

Creating deduction codes

Creating pay elements

Adding pay elements to resources

Displaying pay elements for resources

Mass assigning and changing pay elements

Applying mass change for pay elements

Reviewing errors for mass assign pay elements

Configuring an organization for India payroll

Enabling fields for India payroll

Gratuity payout

Creating pay codes for gratuity payout

Creating benefit plans for gratuity fund

Processing gratuity payout

Leave Travel Allowance

Requesting Leave Travel Allowance

Viewing requests for Leave Travel Allowance

Superannuation (India)

Superannuation prerequisite setup

Setting up basis of contribution for Superannuation

Calculating Basis of Contribution for Superannuation

Verifying superannuation contribution

Viewing basis of contribution errors

Creating superannuation deduction codes

Creating superannuation benefit plans

Enrolling resources for superannuation benefit

Verifying Employee Deduction Export Record

Updating superannuation contributions

Interface superannuation contribution to HRM

Configuring Benefits properties

Configuring Benefits credentials

Setting up the interface

Confirming configurations

Starting the HRMEmployeeDeductionExport process flow

Checking the status of the process flow

Setting up perquisite processing

Creating pay codes for perquisites (Non-recurring and Actual Method)

Creating time records for perquisites (Non-recurring or Actual Method)

Creating pay codes for perquisites (Projection Method)

Creating time records for perquisites (Projection Method)

Exporting perquisite time records

Configuration of cross reference mapping of perquisites to HRM

Setting up FTP connections

Running TimeRecordExport process flows by Service Trigger

Running TimeRecordExport process flows by Time Record Interface

National Pension Scheme

Setting up Basis of Contribution for NPS

Calculating Basis of Contribution for NPS

Creating deduction codes for NPS

Creating benefit plans for NPS

Enrolling resources in NPS

Updating employee enrollments

Interfacing NPS employee contributions to HRM

Setting up NPS employer contributions

Interfacing NPS employer contributions to HRM

Enabling fields for Middle East payroll

Middle East payroll loans

Enabling loans as a configurable feature

Determining loanable gratuity

Creating recurring loan deductions

Creating one-time loan deductions

Loan deduction interface

Modifying Benefits settings

Adding process triggers

Enabling the interface for Benefits and Employee Deduction

Verifying the loan deduction interface

Running upgrade actions

Middle East gratuity calculations

Overview of Middle East gratuity

Setting up Country Configurable fields for Middle East gratuity

Setting up gratuity pay codes for Middle East gratuity

Pre-terminating resources for Middle East gratuity

Creating time records for Middle East gratuity

Exporting time records for Middle East gratuity

Terminating Middle East resources

Exporting employee records

Configuring option to display both Hijri and Gregorian calendars

Social insurance salary contributions

Setting up prerequisites

Mapping GOSI salary to benefit and set limits

Setting up pay elements for new hires

Triggering the compute action for GOSI salary

Creating GOSI salary reports

Email automation setup

Creating automatic emails

Email template example

Resource Information email automation

Creating email templates for HR Talent

Configuring email automation for HR Talent

Configuring headers and footers for email templates in HR Talent

Creating expiration notifications

Screening setup – assessments and background checks

Background checks

Screening categories

Integration of screening requests with third-party vendors

Creating screening categories

Creating assessment vendors

Creating assessment packages

Creating assessments for assessment packages

Creating background check vendors

Creating background check packages

Work assignments

Work assignment synchronization

Expiring work assignments

Creating notifications for expiring work assignments

Expiring legacy employee contracts

Creating notifications for expiring legacy employee contracts

Creating or updating a work assignment for a resource

Requesting new work assignments

Setting primary work assignments

Inactivating work assignments

Requesting pay rate changes for work assignments

Transferring work assignments

Promoting resource work assignments to new positions

Proxy management

Proxy functionality

HR Talent standard reports and lists

Employee history reporting

Enabling employee history reports

Configuring employee history reports

Creating and assigning employee history templates

Rebuilding employee history

Refreshing employee history

Purging employee history

Creating employee history documents

Purging employee history documents

Viewing employee history documents

Creating employee history export

Viewing employee history reports for administrators

Viewing employee history for managers

Filtering history reports by date

Regulatory reporting

Adding the configuration property for EEO-1, EEO-4, and EEO-5 reports

EEO-1 reporting

Creating EEO-1 setup and mapping data

Creating EEO-1 companies and establishments

Creating mapping records for EEO-1 reports

Creating an EEO-1 report

EEO-4 reporting

Creating EEO-4 setup and mapping data

Creating the EEO-4 jurisdiction

Creating mapping records for EEO-4 reports

Selecting EEO-4 functions for organization units, positions, and work assignments

Creating the EEO-4 report

EEO-5 reporting

Creating EEO-5 setup and mapping data

Creating the EEO-5 district

Creating mapping records for the EEO-5 report

Creating the EEO-5 report

Using delivered content for the EEA report

Creating EEA setup and mapping data

Creating the EEA company

Creating EEA reports

Generating an EEA report from the Create EEA Report tab

Generating an EEA report from the Files tab

Viewing and downloading an EEA file

Creating VETS setup and mapping data

Creating a VETS company

Creating mapping records for VETS reports

Creating VETS reports

Using delivered content for the VETS report

Generating the VETS-4212 file

Affirmative action reporting

Creating affirmative action codes

Creating affirmative action setup and mapping data

Creating an affirmative action report

Purging records or files

Turnover reporting

Populating turnover reports

Turnover analysis report templates

Employee Turnover analytics cubes

Employee turnover analytics cubes

Other turnover report templates

Talent Acquisition and compensation report templates

Compensation analysis templates

Talent Acquisition reports

Landmark Embedded Analytics cubes

Recruiting Costs reports

Recruitment Activity reports

Time To Fill reports

Candidate analysis reports

Credential Noncompliance report

Data maintenance and customer updates

Customer updates

Sending email notifications for customer updates

Reviewing customer updates and checking for errors

Running customer updates manually

Reviewing utility run history

Managing customer update and rebuild maintenance queues

Rebuild maintenance utilities

Recommended setup for rebuild maintenance

Scheduling recommendations in rebuild maintenance

Reporting relationship scheduling

Manager chart scheduling

Actor organization unit scheduling

Text search rebuild actions scheduling

Running rebuild maintenance utilities

Managing rebuild methods and dynamic rebuilds

Running Validation Tools

Running manager review diagnostics

Running diagnostics for shared data review

Checking benefit group membership

Running diagnostics for actor organization units

Synchronizing actors

Filtered Selects Mismatch

Using Filtered Selects Mismatch for work types

Using Filtered Selects Mismatch for disability types

Using Filtered Selects Mismatch for ethnicity types

Using Filtered Selects Mismatch for marital statuses

Purge and anonymize data

Assigning purge eligible relationship status to employees

Purging employee records

Anonymizing employee records

Anonymizing and purging employee information

Purging candidate records

Purging candidate groups

Viewing purge and anonymize history logs

Purging job applications

Purging employee appraisals

Assessment and background check processes

AssessmentOrder.lpd

Implementation consideration for assessment requests

Variables interfaced to the Assessment Vendor (Send Request Package)

Vendor acknowledgment

AssessmentResult.lpd

Implementation considerations for assessment results

Variables interfaced to the Assessment Vendor (RequestResults)

Assessment results received

BackgroundCheck.lpd

Implementation considerations for background check requests

Variables interfaced to the Background Check Vendor (SendingScreeningPackage)

Background check vendor acknowledgment

BackgroundReport.lpd

Implementation considerations for background check reports

Variables interfaced to the Background Check Vendor (RequestResults)

Background check results received

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