Transition Management Overview
Transition Management is available only through the web interface. It is not supported through the rich client experience.
Transition Management is used to move candidates and resources through preboarding, onboarding, and crossboarding processes. Transition Management is a module of Infor HR Talent and Talent Acquisition. Transition Management uses the candidate record in Talent Acquisition for preboarding activities and the resource record in HR Talent for onboarding, crossboarding, and offboarding activities.
Transitioning is the process of moving candidates or resources through their employment lifecycles. Transitions can occur at various times during an employment lifecycle. For example,
- when a job offer is accepted
- when the candidate is hired
- when a resource is promoted, transferred, rehired, or terminated
Transitions are processed within the Transition Management module, which can be set up to transition candidates and resources through any employment lifecycle event. Transitions occur within the application in transition programs. A transition program is a group of tasks. Each of these tasks is assigned to the candidate, a resource, or to another person in the organization who is responsible for transition tasks. For example, an administrator who assigns an email address or an IT professional who sets up a laptop.
Programs can be tailored to specific audiences and situations. Organizations usually require job candidates/resources to complete standard tasks. Some tasks can be required of all people. Some tasks can be specific to one or more criteria that are not shared by all people. Examples of criteria that are used to distinguish between groups of candidates are job level and region. For example, a new hire may be asked to complete forms and review company policies. The resource may receive an office assignment, get a telephone number, get an email address, and get a computer. A resource who transitions to another position may already have these things. The resource may be required to complete other tasks as part of the transition.
A transition program can include tasks that are required of personnel, including IT managers and HR specialists. For example, the IT department is be responsible for computers; the facilities department, for security access, office space, and telephone; the human resources department, for providing a new ID number, orienting the new person to benefits, and having the person complete required ethics training. Some tasks must be performed in a specific order. Tasks can be specific to the type of resource:
- A new hire
- A transferred resource
- A permanent resource
- A temporary resource
- A union employee
Administrators can set up and maintain other aspects of the application to implement programs that address all of the organization's transitioning requirements.