Hiring resources requests

1. Specify this information of the main header:

   Effective Date

   Specify the effective date of the hire request.

   Reason

   Select a reason for submitting the hire request. Action reasons are displayed in audit logs.

   Resource Being Replaced

   Select the existing resource to replace with a new resource to hire.

   For example, a temporary replacement of a resource who is on a maternity leave.

   Employment ID

   Select an employment ID for organizations that do not use an automated employment ID numbering. Leave this field blank for organizations with auto-numbering.

2. In the Name header, specify this information:

   Title

   Specify the title of the resource.

   For example, specify Mr.

   First Name

   Specify the given name of the resource.

   Middle Name

   Specify the middle name or middle initial of the resource.

   Last Name

   Specify the family name of the resource.

   Suffix

   Optionally, specify the suffix of the resource.

   For example, specify Jr.

   Professional Designation

   Optionally, specify the professional designation of the resource.

   For example, specify Doctor.

   Preferred First Name

   Specify the preferred first name of the resource.

   Preferred Last Name

   Specify the preferred last name of the resource.

3. In the General header, specify this information:

   Home Country

   Select the home country of the resource that is different from the work assignment country.

   Relationship to Organization

   Select the relationship of the resource to the organization.

   Relationship Status

   Select the resource's relationship status.

   Note: If the position budgets are used in your organization, then the work assignment that are included or excluded in the budget counts are determined in the Headcount field on the relationship status.

   Work Type

   Select the work type of the resource.

   Working Remotely

   Select this check box to define that a resource is working remotely.

   For example, a resource is working from a home office.

   Legacy Employment Number

   Specify the previous employment ID of an existing employee to whom you are assigning a new employment ID.

   For example, a resource is rehired.

   See the information about rehiring resources in Infor HR Talent Talent Acquisition Guide.

   Wait For Credential Before Interfacing To WFM

   If a credential value is required to create before sending the resources record to Infor Workforce Management interface, then select this check box. If this check box is cleared, then the record is sent through the interface immediately. The default Wait For Credential Before Interfacing To WFM is specified during the interface setup.

   Note: This field is only displayed when the Workforce Management check box is selected during the interface setup. You must specify the object to wait for during the interface setup. For more information, see the Infor HR Talent Integrations Documentation Library.

4. In the Hire Source header, specify this information:

   Source

   Select the source where the resource knows about the position.

   For contracted resources, select a contractor source.

   Specific Source

   Optionally, select the specific source where the resource knows about the position.

   For example, select the name of the contracting vendor.

   Referring Source

   Optionally, specify the referring source to whom the resource knows about the position.

5. In the Personal Information header, specify this information:

   Identification Number

   Select the country where the identification number of the resource is applicable and specify the primary identification number of the resource.

   Secondary Identification Number

   Specify the secondary identification number of the resource with a home country in India.

   Issue Date

   Select the issue date of the identification number of the resource.

   Expiration Date

   Select the expiration date of the identification number of the resource.

   Gender

   Select the gender of the resource.

   Uniform Size

   Optionally, select the uniform size of the resource.

   Ethnicity

   Specify the ethnicity of the resource.

   Hispanic Or Latino Origin

   Select the Hispanic check box to define that the resource has a Hispanic origin. Select the Latino check box to define that the resource has a Latin origin.

   Race

   Select the applicable race of the resource.

   Disability Type

   Optionally, select the disability category of the resource.

   Disability Severity

   Specify the disability severity of the disability type for a resource with India payroll.

   Veteran Code

   Select the veteran type of the resource.

   Protected Veteran Status

   Select the status of the veteran status of the resource.

   Religion

   Select the religion of the resource.

   Marital Status

   Select the marital status of the resource.

   Nationality

   Specify the nationality of the resource.

   This field is configurable by country.

   Nationality Country

   Select the country of the resource's nationality.

   This field is configurable by country.

   Birthdate

   Select the birth date of the resource.

   Point Of Origin

   Select the point of origin of a resource who must travel for an organization.

   Points of origins are created in the administrator setup.

   See Creating points of origin.

6. In the Dates header, specify this information:

   Start Date

   Select the start date of the resource.

   Adjusted Start Date

   Select a date that is not the same as the start date.

   For example, the resource does not physically start on the start date, or starts on the start date but misses a few days then starts again.

   First Date Worked

   Specify the first date the resource works for the organization.

   Anniversary Date

   Specify the anniversary date of the resource in your organization.

   Seniority

   Specify the date on which to base seniority-based benefits.

7. In the Other Amounts header, specify up to five sets of other compensation amounts and select up to five currencies of other compensation amounts.
8. In the Contract (Legacy) header, specify this information:

   Reason for Contract

   Select the reason to create a contract.

   Contract Type

   Select the contract type.

   Contract Template

   Select the contract template to use.

   Contract Number

   Specify the contract number.

   Begin Date

   Select the beginning date of the contract.

   Duration

   Specify the number and select the days, weeks, months, or years of the duration of the contract.

   End Date

   Select the ending date of the contract.

   Contracted Time

   Select the work time of the resource on a contract.

   Contracted time is the number of hours, weeks, and months per day, month, or year that the resource is committed to work and the employer is committed to provide.

   Contractual FTE

   Specify the full time equivalent for the contractual position.

   Renewal Notification Date

   Select the notification date for the renewal of the contract.

   Renewal Date

   Select the renewal date of the contract.

9. In the Address header, specify the complete address details of the resource:
   • Country
   • Street Address
   • City
   • State/Province
   • Zip Code
   • Region
   • County/District
10. In the Contact Information header, specify this information:

    Telephone Type

    Select the telephone type for the phone number of the resource.

    Country Code

    Specify the country code for the phone number of the resource.

    Phone Number

    Specify the full phone number of the resource.

    Ext

    Optionally, specify the extension number in the phone number of the resource.

    Preferred Telephone Contact

    Select this check box to define that the specified phone number is the preferred telephone contact of the resource.

    Used As Work Phone

    Select this check box to define that the phone number is the work phone number of the resource.

    Email Address

    Specify the email address of the resource.

    If the email address is the preferred email address of the resource, then select the Preferred Email Address check box. If the email address is used as the work email address of the resource, then select the Preferred Work Email Address check box.

    Alternate Email Address

    Specify the alternate email address of the resource.

    If the alternate email address is the preferred email address of the resource, then select the Preferred Email Address check box. If the alternate email address is used as the work email address of the resource, then select the Preferred Work Email Address check box.

11. In the Benefit Enrollment, specify this information:

    Enrollment Event

    Specify the applicable enrollment event.

    Event Date

    Specify the event date for the enrollment event.

12. In the Credential header, specify this information:

    Credential

    Select the type of credential that the resource must obtain at the end of the grace period.

    You can add more credentials on the resource's talent profile.

    Original Credential Date

    Select the date when the credential is obtained of the resource.

    Expiration Date

    Select the expiration date of the resource's credential.

    Validated

    Select this check box to validate the credential.

    Validation Date

    Select a validation date of the credential of the resource.

    Description

    Specify a description of the document that is relevant to the credential.

    Credential

    Click Browse, select the document, and click Open to upload a document that is relevant to the credential.

13. In the Qualification Grace Period header, specify this information:

    Grace Period

    Select a grace period the credential of the resource.

    Grace Period End Date

    Specify the end date of the grace period for submitting the credential of the resource.

    Credential

    Select the credential of the resource.

    Comments

    Optionally, provide comments that are related to the credential of the resource.

14. In the Action Comment section, provide any other information in support of your hire request.

1. In the Workforce Management header, specify this information:

   Badge Number

   Specify the badge number of the resource.

   Enable Biometrics

   Select this check box to enable biometrics of the resource.

   Enforce Schedule Validation

   Select this check box to enable the schedule validation of the resource.

   Manager Reader Level

   Select this check box to enable the schedule validation of the resource.

2. In the Work Assignment header, specify this information:

   Assignment Expiration

   Select the expiration date of the work assignment of the resource.

   Assignment Type

   Select the assignment type of the resource:

   • Permanent
   • Temporary

   Note: If position budgets are used in your organization, then the work assignment in budget counts is determined in the Headcount field on the assignment type. If the Headcount field is Excluded, then the work assignment is not included in budget counts. If the Headcount field is blank or Included, the work assignment is included in the budget counts.

   Position

   Select the new position of the resource.

   The primary work assignment of the resource is defined in this required field.

   Job

   Select the new job of the resource.

   If you select the new position of the resource in the Position field, then the default job of the position is displayed.

   Professional Category

   Optionally, select the professional category to which the resource belongs.

   Organization Unit

   Select the organization unit to which the resource belongs.

   Legal Entity

   Select the legal entity of an organization to which the resource belongs.

   Legal Establishment

   Select the legal establishment of an organization to which the resource to hire belongs.

   Company

   Select a company to an expense account.

   If your organization is configured to use Chart of Accounts, then this field is displayed. This field is used to interface expenses and activities to Infor Financials and Supply Management.

   Accounting Unit

   Select an accounting unit to an expense account.

   This field is used to interface expenses and activities to Infor Financials and Supply Management.

   Account

   Optionally, select an account to an expense account.

   This field is used to interface expenses and activities to Infor Financials and Supply Management.

   Activity

   Optionally, select an activity to an expense account.

   Account Category

   Optionally, select an account category to an expense account.

   Cost Center

   Select a cost center to interface expenses to a financial system other than Infor Financials and Supply Management.

   If your organization is not configured to use Chart of Account, then this field is displayed.

   Project

   Select a project to interface projects to a financial system other than Infor Financials and Supply Management.

   If your organization is not configured to use Chart of Account, then this field is displayed.

   Location

   Select the location where the resource to hire works.

   If you select the new position of the resource in the Position field, then the default location of the position is displayed.

   Holiday Schedule Override

   Select the applicable holiday schedule to the work contract of the resource.

   Holiday schedule override is different to each country.

   Preferred Job Title

   Specify the preferred job title that is different from the position description.

   If you select the new position of the resource in the Position field, then the default preferred job title of the position is displayed.

   Work Schedule

   Optionally, select a work schedule for the resource.

   Shift

   Select the shift number of the resource that is assigned to a specific shift.

   Union

   Optionally, select the union of the resource.

   Bargaining Unit

   Optionally, select the bargaining unit of the resource.

   EEO 4 Function

   Select the function for which you are creating the report. If you leave this field blank, then all functions are selected.

3. In the Manager Information header, specify this information:

   Direct Manager

   Select the manager role who the resource reports directly.

   Dotted-Line Manager

   Optionally, select the manager role who supervises the resource indirectly on the primary work assignment.

   Is A Manager

   If the resource to hire is a manager, then select a manager role.

4. In the Trial And Notice Periods header, specify this information:

   Trial Period

   Optionally, select the appropriate trial period to a work assignment.

   Trial Period End Date Override

   Specify a date to override the system-calculated date to a work assignment.

   The trial period end date is calculated by the system based on the type of date selected as the date when to start counting.

   Notice Period During Trial Period

   Optionally, select the notice period of termination during the trial period of the work assignment to the resource.

   This field is country-specific.

   Notice Period After Trial Period

   Optionally, select the notice period of termination after completing the trial period of the work assignment to the resource.

   This field is country-specific.

5. Specify the payroll and compensation information for these headers:
   • Payroll
   • Compensation
   • Compensation Analysis
   • Other Pay
   • Allowances

   See the information about specifying payroll information in Specifying payroll information for US or Canada hires and Specifying payroll information for India hires.

6. In the Work Assignment Comments field, provide comments that are related to the work assignment of the resource.
7. In the Grant Management field, specify this information:

   Labor Distribution

   Select this check box to define that the work assignment is subject to labor distribution.

   Salary Encumbrance

   Select this check box to define that the work assignment is subject to salary encumbrance.

   Encumbrance Fringe Rate

   Specify the encumbrance fringe rate.

   Fringe Encumbrance Account Category

   Specify the account category to which the fringe encumbrance amounts are posted.

   Company

   Specify the GL company to which the Grant Management transactions are posted.

   Fringe Encumbrance Account

   Select the GL account to which fringe encumbrance amounts are posted.

   Effort Reporting

   Select this check box to define that the resource is subject to effort reporting.

   Effort Currency

   If you select the Effort Reporting check box, then select the reporting currency.

   Primary Company

   Specify the primary company for effort reporting.

   Certifier

   Select the primary certifier for effort reporting.

   Secondary Company

   Specify the primary company for effort reporting.

   Certifier

   Select the secondary certifier for effort reporting.

Description

Provide a description of the document to attach.

Attach Supporting Document

Click the Browse icon to attach a document.

The request triggers these actions:

See information about updating a resource information in Infor HR Talent Employee User Guide and Infor HR Talent Manager User Guide.

See information about creating or updating the pay rate for a work assignment in Infor HR Talent Setup and Administration Guide.