Creating or updating preferences

Preferences track a resource's preferences as to traveling, relocation, international assignments, locations, schedules, job categories, working conditions, and other attributes.

If the resource was hired in Talent Acquisition, some of this information may already exist.

To access the consolidated view of a resource's profile, you must enable the Administrators View of Employee Profile feature toggle.

See Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > HR Talent Setup and Administration.

  1. In HR Administration, select Resources > Resource Search.
  2. Search for a resource's record using a keyword or other options.
  3. Click the Work tab.
  4. In the At a Glance pane, click View.
  5. Add or update the information.

    • If the resource is open to travel, select Yes for Travel and specify the maximum percentage of travel time that the resource prefers.

    • If the resource is open to working overtime, select Yes for Work over time.

    • If the resource is open to relocation, select Yes for Relocate.

    • If the resource is open to international assignments, select Yes for International Assignment.

  6. Click Save.
  7. If prompted, specify the effective date, and click OK.
  8. To create one or more preferred locations for a resource, in the Additional Sections pane, click Work Preferences.
  9. In the Locations section, click Create.
  10. Select a location from the list and specify a ranking.
  11. Click Save.
  12. To create a preferred schedule for a resource, in the Schedules section, click Create.
  13. Select a schedule from the list and specify a ranking.
  14. Click Save.
  15. To create one or more preferred position categories for a resource, in the Categories section, click Create.
  16. Select a category from the list and specify a ranking.
    Optionally, select a sub category.
  17. Click Save.