Requesting changes of resource relationship to organizations

An administrator or a manager can request the change of a resource's relationship to an organization. For example, a temporary resource is requested to change as a permanent resource.

If Position Monitoring is used in your organization, then the inclusion of the employee in the budget headcount is determined on the resource's relationship to an organization. If you request to change the employee's relationship to an organization status from Excluded to Included, then the budget allocation for the employee's position exceeds and you cannot complete the action.

A red asterisk is displayed in the required fields.

  1. Select the resource to change the resource relationship as an administrator:
    1. On the Infor HR Talent page, sign in as an Administrator.
    2. Select Resources > Resources.
    3. On the Resource Search tab, select a resource.
  2. Optionally, select the resource to change the resource relationship as a manager:
    1. On the Infor HR Talent page, sign in as a Manager.
    2. Select My Staff > My Staff.
    3. From the My Staff list on the Profiles tab, select a resource.
    4. In the Profile panel, click View Full Profile link.
  3. From the All Actions menu, click Change Relationship To Organization.
  4. Specify this information:
    Effective Date
    Specify the effective date.
    Reason
    Select the reason code for changing the resource relationship to the organization.
  5. In the Enter Details of Change To Relationship header, specify this information:
    Relationship To Organization
    Select the resource's relationship to the organization.

    For example, select EMPLOYEE.

    Relationship Status
    Select the resource's relationship status to the organization.

    For example, select ACTIVE.

  6. In the Benefit Enrollment header, specify this information:
    Enrollment Event
    Select the code of the enrollment event.
    Event Date
    Specify the event date for the enrollment event.
  7. In the Comment field, provide a comment that is related to the changing of the resource relationship to the organization.
  8. In the Attachment header, specify this information:
    Description
    Provide a description of the document to attach.
    Attach Supporting Document
    Click the Browse icon to attach the document that is related to the changing of the resource relationship to the organization.
  9. Click Submit.