Setup requirements depending on the Learning Budgets option
Your setup requirements depend on whether your organization uses learning budgets (or uses them only for French resources). This table indicates whether a component is required for each configuration
Note: Some components are required only if your organization wants to use the functionality (for example, notifications).
| Component | Enable Learning Budgets = No | Enable Learning Budgets = Yes |
Enable Learning Budgets = Only For French Resources (French localization must also be selected on the HR organization) |
|---|---|---|---|
| Action reasons | Required | Required | Required |
| Budget eligibility groups | Not required | Required (if used) | Required (if used) |
| Organization learning rules | Required | Required | Required |
| Renewal rules for skills and credentials | Required (if used) | Required (if used) | Required (if used) |
| Activity types | Required | Required | Required |
| Topics | Required | Required | Required |
| Activity categories, delivery types, delivery methods, focuses, session frequencies, duration units | Required (if used) | Required (if used) | Required (if used) |
| Cost types | Required (if used) | Required | Required |
| Standard costs | Required (if used) - flat amount and activity-specific only | Required | Required |
| Catalog | Required | Required | Required |
| Notifications | Required (if used) | Required (if used) | Required (if used) |
| Session sites | Required (if used) | Required (if used) | Required (if used) |
| Resource activity origins | Not required | Required (if used) | Required (if used) |
| Attendance absence reasons | Required (if used) | Required (if used) | Required (if used) |
| Providers | Required (if used) | Required (if used) | Required (if used) |
| Provider contracts | Required (if used) | Required (if used) | Required (if used) |
| Development activities | Required | Required | Required |
| Sessions | Required (if used) | Required (if used) | Required (if used) |
| Budgets and budget components (budget rounding rules, calculation methods, categories) | Not required | Required | Required (only for French resources) |
| Consolidated budgets | Not required | Required (if used) | Required (if used), for French resources only |
| Development periods | Not required | Required | Required, for French resources only |