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Learning Manager/Administrator
Security role: LearningAdministrator_ST |
Checklists
- Define and maintain mentors
- Assign mentees to mentor
- Define and maintain checklists
- Assign resources to checklists
- Maintain resource checklists
- Monitor checklist component progress (development tasks)
- Validate or waive checklist components
- Complete checklists
- Monitor checklist compliance
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Activity and session setup
- Set up activity and session data
- Define and maintain instructors
- Define and maintain activities (build the catalog)
- Define and maintain sessions
- Define and maintain budgets
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Resource activities
- Assign activities
- Register resources in sessions
- Track session registration availability
- Manage waiting lists
- Generate notifications
- Track attendance
- Complete activities
- Track actual versus planned expenses.
- Update actual costs
- Produce reports.
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Resource Manager
Security role: DirectSupervisor_ST |
Manager tasks are described in the Infor HR Talent Manager User Guide.
Checklists
- Designate mentors among their direct reports
- Assign mentees to mentors
- Monitor their direct reports' checklists and development tasks
- Assign checklists to their direct reports
- Validate checklist components for their direct reports
- Complete checklists for their direct reports
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Activities
- View the catalog
- Suggest an activity for the catalog
- Assign activities to their direct reports
- Register direct reports for a session
- Mark an activity as Finished
- Track activity requests against the budget
- Assign personal activities (non-catalog activities) on behalf of direct reports
- Develop development plans for direct reports
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Employee
Security role: Employee_ST |
Employee tasks are described in the Infor HR Talent Employee Guide.
Checklists
- Monitor their own checklists and development tasks
- Acknowledge components that they have completed
- If requested and qualified, validate a checklist component as a peer validator
Activities
- View the catalog
- Suggest an activity for the catalog
- Request an activity directly from the catalog
- Enroll in sessions for activities that are assigned to them
- Mark activities as Finalized
- Manage individual development plan
- Request a personal activity
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| Mentor |
Mentor tasks are described in the Infor HR Talent Mentor Guide.
Mentors are specifically designated resources who can perform the following tasks for their mentees who the resources they are assigned to as mentors. Any employee can be designated as a mentor. A mentor will perform mentor tasks in the Mentor process board.
- Monitor their checklists and development tasks
- Assign checklists to their mentees
- Validate checklist components for their mentees
- Complete checklists for their mentees
- Assign activities to their mentees
- Assign personal activities (non-catalog activities) on behalf of mentees
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| Peer |
Peer tasks are described in the Infor HR Talent Employee User Guide.
Peers are used exclusively in the context of checklists. Peers are resources who are able to validate other resources' skill or competency components. Peers can validate only the same skills and/or competencies that they are themselves validated for.
This is not a security role. Any employee can be designated as a peer. |
| Instructor |
- Manage attendance
- Manage activity and session completion
- Mark activities as Finalized
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External learner administrator
ExternalLearnerAdministrator_ST |
- Add external learners
- Manage external learners in activities, sessions, and certifications
- Configure and perform mass actions that are related to external learner activities, sessions, and certifications
- Schedule and configure external learner notifications
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