Infor HR Talent Manager User Guide

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Staff reporting types

Enabling and disabling team list

Organization Chart

Staff summary information

Birthdays and anniversaries

Viewing workflow progress

Time entry - manager

Time entry approval process (supervisor)

Creating time records for my staff

Personnel actions

Requesting promotions

Requesting transfers

Initiating resignations (manager)

Requesting changes of resource relationship to organizations

Requesting terminations

Working with the employee profile - manager

Adding addresses

Viewing, modifying, or canceling address requests

Adding telephone, email, or IM information

Adding emergency contacts

Adding properties

Calculating employees' percent fit for their current position

Modeling an employee's percent fit for another position

Changing the name or marital status of an employee

Viewing your employees' work assignment information

Requesting or processing a resource's leave of absence

Employee compensation - manager

Viewing an employee's current and historical compensation

Requesting pay rate changes

Requesting special incentive payouts for direct reports

Employee's talent profile

Adding or updating talent attributes

Adding talent attributes

Updating talent attributes

Validating non-checklist talent attributes

Viewing and validating talent attributes that require validation

Validating talent attributes for specific employees

Undoing validation of talent attributes or dates

Updating competency and skill proficiencies

Canceling requests to update proficiency levels

Updating proficiency levels

Renewing skills and credentials

Canceling requests to renew skills or credentials

Renewing current or expired skills or credentials

Completing education attainments

Canceling requests to complete educations

Completing education attainments

Managing employees' resource and organizational goals

Suggesting new goals

Submitting all draft goals for acceptance

Submitting a draft goal for acceptance

Viewing and saving goals in PDF

Mass creating goals

Updating active employee goals

Specifying goal result ranges

Updating rating criteria for rated goals

Example: Result ranges for lower results are better

Example: Result ranges for higher results are better

Aligning employee goals with organization goals

Aligning organizational goals

Removing aligned organizational goals

Guidelines for aligned organizational goals

Associating employee goals with activities

Associating goals to activities

Disassociating associated activities

Inactivating and reactivating employee goals (manager)

Inactivating goals

Reactivating inactive goals (manager)

Putting employee goals on hold (manager)

Putting goals on hold

Reactivating goals on hold (manager)

Approving or rejecting employee-initiated goals

Approving goals

Approving single goals for the employee

Rejecting goals

Setup requirements

Action plan approval process

Approving or rejecting action plans

Printing action plans

Printing all action plans for a goal year

Printing all action plans for a year and period

Printing the action plan for a single goal and period

Printing action plans for all periods of a single goal

Completing an employee goal (manager)

External results calculation

External results (manager)

Specifying results on organizational goals

Specifying results on resource goals

Manager and employee goal processes

Organizational goals - manager

Aligning organizational goals with other organizational goals

Defining organizational goals for your organization unit

Guidelines for aligned organizational goals

Performance reviews - manager

Creating performance appraisals (manager)

Other raters for employee reviews

Requesting other raters

Appraisal reassignment

Reassigning an employee appraisal as a manager or appraisal owner

Reassigning an employee appraisal as an upline manager

Adding a manager note

Monitoring the appraisal dashboard

Viewing rating distribution by managers

Completing the appraisal cycle

Completing manager appraisals

To complete the appraisal cycle

To submit the appraisal to the employee

To submit the appraisal to the upline manager

Absence Management

Overview of Manage Absences

Time off and leave of absence

What is the difference between time off and compensatory time off?

How do employees request a leave of absence or time off?

Time off requests

Requesting time off on behalf of an employee

Approving time off requests

Approving processed time off cancellation requests

Rejecting approved time off

Reopening rejected time off requests

Canceling a time off request

Deleting time off requests

Viewing staff time off requests

Viewing staff expiring balances

Compensatory time off requests

Requesting compensatory time off on behalf of an employee

Approving compensatory time off requests

Rejecting approved compensatory time off

Reopening rejected compensatory time off requests

Canceling compensatory time off request

Deleting compensatory time off requests

Buy time off requests

Requesting to buy time off on behalf of an employee

Approving buy time off requests

Rejecting approved buy time off requests

Reopening rejected buy time off requests

Canceling a buy time off request

Deleting buy time off requests

Viewing buy time off requests

Sell time off requests

Requesting to sell time off on behalf of an employee

Approving sell time off requests

Rejecting approved sell time off requests

Reopening rejected sell time off requests

Canceling a sell time off request

Deleting sell time off requests

Viewing sell time off requests

Viewing exchange time off requests

Viewing staff approaching limits

Viewing staff absence plan balances

Managing staff absences

Requesting a leave of absence on behalf of an employee

Viewing time off and leave of absence requests

Develop employees

Assigning a checklist

Monitoring your checklists

Changing a checklist due date (manager)

Completing a checklist

Validating checklist components

Cancelling a checklist

Waiving checklist components

Monitoring your Development Tasks list

Actions you can take on Development Tasks items

Development activities - manager

Assigning an activity

Mass assigning activities

Copying a direct report's activity (learning budgets only)

Rejecting, waiving, or cancelling an activity for a direct report

To reject a non-required activity

To waive a required activity

To cancel a non-required activity

Registering an employee for an activity session

Approving a registration (manager)

Cancelling a registration

Reporting a activity as finished

To report an activity as finished

To revert a Reported As Finished activity to its previous status

Viewing personal development hours

Assigning a personal activity

Associating personal or activities with a direct report's goal

Activity catalog

To find an activity based on a keyword

To browse the catalog by topic

To print the entire catalog or a topic

Suggesting a new activity for the catalog

Learning budgets

How do managers use learning budgets?

Viewing and adjusting your own learning budgets

Viewing the learning budgets of managers reporting to you

Viewing rolled up budgets

Completing a learning budget review

Nominating an employee to a succession pool or position

Mentors - manager

To remove a direct report as mentor

To assign a mentor to a direct or indirect report:

To designate a direct report as a mentor

To unassign a mentor

To assign a mentee to a direct report

To unassign a mentee

Designating a non-primary mentor as a primary mentor

Transferring a single mentee to another mentor

Mass transferring a mentor's mentees

Requesting a new job

Requesting a new position

Changing position pay

Creating a requisition

Defining a draft requisition from a copy

Requesting a transfer (hiring manager)

Initiating a transfer from an approved request - hiring manager

Requesting approval for a requisition or approving a requisition manually

To request approval for a Draft requisition

To approve a requisition manually

Requesting updates to a job requisition

Requesting updates to a position

Hiring-decision process

Reviewing or updating job applications (hiring manager)

Qualifying a candidate

To disposition a candidate

To move the candidate back to Hiring Manager Review or to Qualify

Adjust compensation

Bonus objectives - manager

Manager-initiated bonus objective processes

Employee-initiated bonus objective processes

Defining bonus objective goals for direct reports

Defining bonus objective goals

Attaching objective goals to bonus periods

Changing the bonus objective

Restrictions for bonus objectives proxies

Approving bonus objectives

Manually approving bonus objectives (manager)

Compensation budgets and salary awarding

Analyzing award budgets for the managers reporting to you

Releasing a compensation awarding budget to another manager

Transferring a compensation budget amount to another manager

Making compensation awards - manager/budget owner

Viewing your awarding summary

Viewing compensation analysis

Health and safety

Safety observations

Creating a safety observation (manager)

Creating a COVID-19 safety observation (manager)

Create a safety observation

Creating a safe behavior record

Manager safety log

Validating a safe-behavior report

Viewing the employee clearance list (manager)

Health component status

Position site administrator tasks

Requesting position budgets

Requesting job budgets

Requesting position budgets

Requesting an organization unit budget

Requesting an organization unit branch budget

Requesting an organization unit and job budget

Requesting an organization unit and position budget

Monitoring position budget net changes

Monitoring position budget variances

Using Talent Manager

Employee Relations

Creating a coaching

Creating a meeting

Presenting the coaching

Creating a corrective action from a coaching

Creating a grievance from a coaching

Canceling a coaching

Creating a corrective action

Creating a meeting

Reviewing a corrective action

Canceling a corrective action

Acknowledging a corrective action for an employee

Employee engagement

Working with check-ins

Viewing RAVE awards

Responding to pulse survey questions

Viewing pulse survey responses for a team

Your To Do tasks

Resetting a candidate password

Proxy management - manager

Setting up proxies to perform tasks on your behalf

Performing proxy tasks for managers - employee and manager

Links
docs.infor.com
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