Infor HR Talent Transition Management User Guide

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About this guide
Transition Management Overview
Transition programs
Transition tasks
Transition forms
Transition content
Acknowledgments and signatures
Transition document templates
Transition task groups
Transition email templates
Methods of calculating transition dates
Transition landing page
Overview of candidate and resource transition processes
Preboarding candidates who have accepted offers
Transitioning resources
Transition tasks and associated actions
About task types
About content tasks
Transition form tasks
Acknowledging and signing off on content and forms
Transition document templates
Setting up document logos
Access to tasks
Task statuses
Actions
Processing transition tasks
Administrative workflow considerations
Viewing my tasks
Viewing tasks from the To Do list
Searching transition tasks and saving search filters
Viewing tasks from the dashboard
Accepting a task
Accepting a transition task from the dashboard
Completing an open task
Task details
Acknowledging and signing off on content and forms
Approving the Form I-9
Manually initiating the Form I-9 task in Tracker I-9 Complete
Reopening closed tasks
Checking the status of a Form I-9
Updating direct deposit information
Monitoring transition progress
Dashboards
Accessing dashboards
Limiting dashboard data to a specific transition program
Adding transition tasks to or creating new transition tasks for a candidate's or resource's instance of a transition program
Initiating transition programs from the dashboard
Dashboard details
Viewing a candidate or resource profile
Viewing a candidate job application
Viewing a candidate's or resource's correspondence
Viewing a candidate's or resource's detailed task status
Viewing details about a candidate's or resource's tasks
Accepting a transition task from the dashboard
Changing a transition task status to complete from the dashboard
Viewing a candidate's or resource's detailed correspondence
Viewing and clearing a candidate's or resource's exceptions
Working with attachments
Adding an attachment
Sending an ad hoc email
Transition Management standard reports and lists
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