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Infor HR Talent Transition Management Configuration Guide
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About this guide
Transition Management Overview
Transition setup order
Transition email templates
Creating a new transition email template
Updating a transition email template
Deleting an existing transition email template
Transition calculation methods
Creating new calculation methods
Updating calculation methods
Deleting calculation methods
Transition forms
Standard transition forms
Updating standard transition forms
Enabling the detailed Veterans Self-ID form
Custom transition forms
Custom forms: general configuration process
Custom forms: considerations and requirements
Creating custom transition forms
Custom form configuration
Creating conditions in the configuration console
Configuring the system-delivered CustomForm
Creating a user relation in the configuration console
Configuring exit rules in the configuration console
Task and program setup for custom forms
Custom forms: supported examples
Deactivating transition forms
Transition content
Creating transition content
Using internally hosted images in transition content
Using externally hosted images in transition content
Configured variables in offer letter paragraphs
Adding a pay rate or allowance variable
Updating a pay rate or allowance variable
Transition task groups
Creating transition task groups
Updating transition task groups
Deleting transition task groups
Transition tasks
Creating transition tasks
Creating the tax form task
Creating the Form I-9 task
Creating the direct deposit task
Creating the URL task
Creating a task that assigns a Learning and Development activity
Using transition tasks to collect attachments
Configuring tasks to collect attachments
Enabling attachment types
Program eligibility and task eligibility
Groups and tasks
Assigning groups to a task
Unassigning groups from a task
Eligibility and prerequisite tasks
Using prerequisite task eligibility
Transition programs
Creating transition programs
Updating transition programs
Deleting transition programs
Adding tasks to transition programs
Assigning groups to a program
Unassigning groups from a program
Reminders
Scheduling at risk reminders
Scheduling overdue reminders
Integration with Symmetry
Integration with Tracker I-9 Complete
Form I-9 general workflows
Initiation of the Form I-9 task
Employee profile and Form I-9
Tracker I-9 Complete setup checklist
Enabling and configuring Tracker I-9 Complete
Employers, locations and worksites
Using the worksite exception log
Using the transition program processing exception log
Mass creating worksites
Creating a Form I-9 approver
Setting up the Form I-9 task
Terminating employees with records in Tracker I-9 Complete
Terminating Form I-9 approvers in Tracker
Monitoring Form I-9 tasks
Creating a Form I-9 task from the Transition Management dashboard
Compliance updates
Document templates
Form W-4
Disability self-identification
Uploading a PDF
Mobile and responsive experience
Responsive controls (SoHo 4 UX) enablement checklist
Enabling responsive controls
Configuring completion messages
Optimizing instructions for mobile use
Resending initiating emails for in-progress programs
Infor Human Resources Service Delivery content integration
HR Service Delivery Configuration
Enabling and configuring HRSD content
HRSD content and task setup
Other configuration
Banners and logos
Uploading image files for banners and logos
Assigning logos and banners to organizations
Assigning logos and banners to organizational units
Assigning logos and banners to HR locations
Using images and logos based on organizational structure
Setting a corporate time zone to override the server time zone
Direct deposit for candidates
Configuring a transition program for a candidate
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