Infor HR Talent Resources Setup and Administration Guide

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About this guide

Quick Links for resource management

Creating relationships to the organization

Creating relationship statuses

Document-template requirements

Uploading document templates for resources

Enabling email action authentication

Assigning templates for use in email automation

Creating work types

Creating attachment types

Personal information component setup

Creating religions

Creating marital statuses

Creating resource-component ethnicity options

Ethnicity types for US customers

Ethnicity types for non-US customers

Creating nationalities

Creating veteran types

Creating disability types

Creating disability severities

Creating alternate identification number types

Creating travel application statuses

Creating property types

Creating travel-document types

Creating reasons for travel-document cancellation

Creating travel-document-fee types

Creating points of origin

Creating resignation reasons

Creating address categories

Creating dependent relationship types

Creating work restrictions

Creating reasonable accommodations

Creating military statuses

Creating gender identities

Creating gender pronouns

Creating sexual orientation options

Creating sources

Creating specific sources

Work assignment component setup

Creating assignment types

Creating work schedules

Editing work schedules

Creating unions

Creating bargaining units

Creating trial periods

Creating notice periods

Creating notice-period schedules

Creating payment schedules

Creating professional categories

Payment schedules setup

Non-standard payment schedules and periods

Delete forward for pay periods and work periods

Using the delete forward action for pay periods and work periods

Employee deductions

Assigning employee deductions

Garnishment assignment

Assigning garnishments

Legacy employment contracts component setup

Creating allowance types

Creating other pay types

Creating employment contract reasons

Creating employment contract types

Creating employment contract sections

Creating employment contract templates

Creating employment contract amendment templates

New resource administration

Adding resources

Resource requests

Hire resource requests

Hiring resources requests

Specifying payroll information for US or Canada hires

Specifying payroll information for India hires

Infor HR Service Delivery Onboarding Tour

Onboarding Tour process

Monitoring an employee's Onboarding status

Resource maintenance

Mass actions for resource maintenance

Spreadsheets for mass actions

Creating a processing group for a mass action

Importing mass actions to a processing group

Creating a file channel for mass actions

Importing mass actions to a file channel

Maintaining resources with mass actions

Searching resources by Employment ID

Searching resources through the directory

Managing pending requests

Creating or updating a resource's personal information

Inviting an employee to self-identify ethnicity (Administrator)

Creating or updating a resource's legacy employment contract

Amending a resource's legacy employment contract

Changing the name or marital status of a resource

Changing a resource relationship to an organization

Resource contact information

Adding phone information

Adding email addresses

Adding instant message addresses

Add address actions

Adding addresses as an administrator

Activating the Address Lookup integration

Deactivating the Address Lookup integration

Adding addresses as an administrator using the Lookup Address integration

Adding addresses as a generalist

Adding addresses as a generalist using the Address Lookup integration

Change address actions

Changing addresses as an administrator

Changing addresses as an administrator using the Address Lookup integration

Changing addresses as a generalist

Changing addresses as a generalist using the Address Lookup integration

Adding emergency contacts

Updating or deleting contact information

Resource dates and service

Updating hire, rehire, and termination dates

Processing pending requests for name change, address addition, or address change

Creating or updating the pay rate for a work assignment

Creating or updating a resource's allowance pay rate

Adding dependent information for a resource

Updating or deleting dependent information

Creating or updating preferences

Adding an administrator note

Creating documents from document templates

Viewing compensation for a work assignment

Initiating resignations

Resource qualifications maintenance

Competencies and skills

Adding competencies and skills

Updating competencies and skills

Validating competencies and skills

Completing skills

Updating a competency or skill proficiency (rating)

Renewing skills

Deleting competencies and skills

Adding credentials

Updating credentials

Validating credentials

Renewing credentials

Deleting credentials

Education records

Adding education records

Updating education records

Validating education records

Completing education records

Deleting education records

Adding experience

Validating experience

Updating experience

Deleting experience

Creating, updating, or deleting grace periods

Creating, updating or deleting employment history

Validating an employment record

Creating, updating or deleting achievements

Monitoring expiring and pending qualifications

Reviewing other qualifications

Calculating a fit analysis for a resource's current position

Comparing percent fits for multiple work assignments or resources

Modeling a resource's percent fit for another position

Viewing currently assigned screening packages

Auto assigning screening packages to resources

Outcomes of auto-assigning a screening

Mass assigning screening packages to resources

Assigning screening packages to individual resources

Mass sending screening packages for candidates

Sending screening packages to vendors

Sending screening packages from the resource profile

Sending screening packages for individual candidates

Sending screening packages to individual resources (HR administrator)

Mass requesting screening results for resources

Individual screening results requests

Requesting screening package results from vendors (HR generalist)

Requesting screening package results from vendors (HR administrator)

Requesting screening package results for candidates

Requesting screening package results for resources

Posting screening results manually

Viewing screening-package history

Performing time-entry setup tasks

Pay structure for time entry

Pay rate defaulting order

Pay rate override

Normal rate wage calculation

Normal rate time record rules

Enabling time entry

Configuring Organization

Creating custom groups for time entry

Time entry rules

Creating time entry rules

Creating standard hours schedules

Creating work schedules

Exception time rules and offset time records

Creating exception time rules and offset pay codes

Creating Time Entry Administrator tasks

Creating maximum hours by day

Time Entry approval process definition

Process Server Administrator setup

Creating Time Entry approval service definitions

Standard time records

Creating time records for all active schedules

Creating time records for specific schedules

Action rules for standard time records

Routine time-record tasks

Time-entry approval by an administrator

Adding an action reason for time-entry rejection

Manually creating time records

Creating holiday schedules

Manually creating new holidays

Updating existing holidays

Creating holiday hours

Creating holiday time records for all active schedules

Creating holiday time records for specific holiday schedules

Action rules for holiday time records

Holiday-related reports

Updating time entry date range on pay periods

Payment schedules and pay periods

Adding pay periods to existing payment schedules

Setting pay periods as current

Reviewing time record purge errors

Purging employee time records

Time-entry reports, monitoring, and export

Pay Periods Not Submitted report

Pay Periods Needing Approval report

Draft Time Not Available

Missing Time report

Creating Missing Time reports

Configuring missing time email templates

Total Hours By Period report

Building report cubes

Specifying cube dimensions

Time record export

Standard-hours time reports

Leave administration

Prerequisite setup

Creating leave reasons

Creating leave types

Creating leave-email templates

Generating Leave Of Absence and FMLA forms

Creating leave-document templates

Requesting leaves of absence on behalf of employees or managers

Approving leaves of absence

Beginning leaves of absence

Completing leaves of absence

Separations and job changes

Resignation processing

Initiating resignations

Viewing resignations

Rehire resource requests

Rehiring resources

Removing expired transfer requests

Terminating resources

Reinstating resources

Resource reports

Viewing expiring alternate identification-document numbers

Viewing expiring legacy employment contracts

Creating a new legacy employment contract version

Viewing expiring identification numbers

Viewing expiring travel documents

Generating expiring work assignment reports

Viewing expired or expiring work assignments

Creating notifications for all expiring work assignments

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