Creating or updating a resource's personal information

Use this information to update a resource's personal information, track identification numbers, alternate identification numbers, travel documents, and company property loaned to resource.

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.

Updating personal information

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. On the Work tab, click View in the At a Glance pane.
  4. Specify this information:
    Note: Depending on your configuration, some fields may not be displayed.
    Consent For Data Privacy
    Select if the resource is required to sign a consent for data privacy.
    Opt Out Of Working Time
    Select if the resource chooses to work more than the maximum number of legally set working hours.
    Works Council Begin Date
    If applicable to your organization, specify the Works Council begin date.
    Works Council End Date
    If applicable to your organization, specify the Works Council end date.
    Works Council Role
    If applicable to your organization, specify the Works Council role.
    Gender
    Select the resource's gender.
    Ethnicity
    Select the resource's ethnicity.

    See Creating resource-component ethnicity options.

    Religion
    Specify the resource's religion.
    Marital Status
    Select the resource's marital status.
    Birthdate
    Specify the resource's birthdate.
    Birth City
    Specify the resource's birth city.
    Birth Country
    Specify the resource's birth country.
    Aboriginal
    If applicable to your organization, specify if the resource is Aboriginal.
    Visible Minorities
    If applicable to your organization, specify if the resource is a visible minority.
    Disability
    Specify whether the resource has a disability.
    Disability Type
    If the resource has a disability, select the disability type.
    Veteran Type
    Specify the resource's veteran type.
    Military Reserve
    Specify the resource's military reserve status.
    Nationality
    Specify the resource's nationality. This field is configurable by country.
    Nationality Country
    Specify the resource's country of nationality. This field is configurable by country.
    Military Status
    If applicable, select the resource's military status.
    Gender Identity
    If relevant to your organization, select the resource's gender identity.
    Gender Pronouns
    If relevant to your organization, select the resource's gender pronouns.
    Sexual Orientation
    If relevant to your organization, select the resource's sexual orientation.
  5. Click Save.

Assigning loaned property

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. On the Work tab, click Property in the Additional Sections pane.
  4. Click Create.
  5. Specify this information:
    Effective Date
    Select an effective date
    Property Type
    Specify the property type. For example, laptop.
    Description
    Specify a description of the property. For example, IBM T60.
    Owned By Resource
    Select this check box if the property is owned by the resource even though it is used for work.
    Asset ID
    Specify the asset ID, which could be an organization-defined ID or the asset's serial number.
    Component
    Specify the number of components included in the asset.
    Value
    Specify the asset's estimated value and the currency in which the value is expressed.
    Date Issued
    Select the date on which the property was issued to the resource.
    Anticipated Return Date
    If applicable, select the date on which the property will be returned.
    Date Returned
    If applicable, select the date on which the property was returned.
    Comments
    Specify any additional comments.
  6. Click Save.
  7. To update a property, double-click the Property line that shows the property, change the information, and click Save.
  8. To delete a property, select the Property line that shows the property, click Delete > Yes.

Adding or updating travel documents

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. Click the Personal tab.
  4. In the Identification pane, click Travel Documents.
  5. Click Create.
  6. Specify this information:
    Effective Date
    Select the effective date of the travel document.
    Travel Document Type
    Select the travel document type, for example, passport or visa.
    Document number
    Specify the document number.
    Country
    Select the country for which the document is valid.
    Display Both Hijri and Gregorian Calendar
    If the resource's country is Kingdom of Saudi Arabia, United Arab Emirates, or Qatar, select the check box to display both calendar options.
    Issue Date
    Select the date on which the document was issued.
    Expiration Date
    Select the document's expiration date.
    Send Notification
    Specify the number of days prior to the expiration of travel document that the notification is emailed.
    Issue Location
    Specify the location where the document was issued.
    Issued By
    Specify the name of the person or authority that issued the document.
    Application Date
    If the document is still in the application stage, specify the date for which the document was applied.
    Application Status
    If the document is still in the application stage, select the application status.
    Comment
    Specify any relevant comments.
  7. Click Save.
  8. To update a travel document, double-click the Travel Documents line that shows the document, change the information, and click Save.
  9. To delete a travel document, click the Travel Documents line that shows the document, click Delete > Yes.

Adding or updating identification numbers

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. Click the Personal tab.
  4. In the Identification pane, click National Identification Numbers.
  5. Click Create.
  6. Specify this information:
    Effective Date

    Specify the effective date

    Country
    Select the country for which the identification number is valid.
    Identification Number
    Specify the identification number.
    Identification Number Display
    Upon saving, this display field shows the Identification Number you specified in its correct format for the Country you selected.
    Display Both Hijri and Gregorian Calendar
    If the resource's country is Kingdom of Saudi Arabia, United Arab Emirates, or Qatar, select the check box to display both calendar options.
    Expiration Date
    If the identification number is for a document that has an expiration date, specify the expiration date.
    Send Notification
    Specify the number of days prior to the expiration of identification number that the notification is emailed.
    Pending
    If the identification number is for a pending document, select this check box.
    Document
    To attach a document, click the Browse button, and then click Select. Browse to the electronic copy of the document, then click Open, and then click OK.
  7. Click Save.
  8. To update an identification number, double-click the Identification Numbers line that shows the number, change the number and click Save.
  9. To delete an identification number, click the Identification Numbers line that shows the number, click Delete > Yes.

Updating proof of identity

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. Click the Personal tab.
  4. In the Identification pane, click Proof of Identity.
  5. Select the fields to update and specify this information:
    Type
    Select Driver's License, ID card, or Other.
    Issuing Authority
    Specify the name of the authority issuing the identification.
    Document Number
    Specify the driver's license, state ID or other document identification number.
    State
    Specify the issuing state.
    Class
    For driver's license, specify the vehicle class for which the license is valid.
    Issue Date
    Specify the date on which the document was issued.
    Expiration Date
    Select the expiration date.
  6. Click Save.

Adding or updating alternate identification numbers

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. Click the Personal tab.
  4. In the Identification pane, click Alternate Identification Numbers.
  5. Click Create.
  6. Specify this information:
    Effective Date
    Specify the effective date
    Country
    Select the country for which the identification number is valid.
    Alternate Identification Number
    Specify the alternate identification number.
    Alternate Identification Number Type
    Select the alternate identification number type.
    Display Both Hijri and Gregorian Calendar
    If the resource's country is Kingdom of Saudi Arabia, United Arab Emirates, or Qatar, select the check box to display both calendar options.
    Active
    Select this check box to make the alternate identification number active. The alternate identification number is active by default. Clear the check box to inactivate it.
  7. Click Save.
  8. To update an alternate identification number, click the Alternate Identification Numbers line that shows the number, change the information, and click Save.
  9. To delete an alternate identification number, click the Alternate Identification Numbers line that shows the number, click Delete > Yes.

Adding or updating bank details

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. Click the Pay tab.
  4. In the Payroll pane, click Bank Details.
  5. Click Create.
  6. Specify this information:
    Begin
    Specify the effective date.
    Bank Name
    Specify the bank name.
    Account Type
    Select if the account is a savings or checking account.
    Payment Description
    Specify a payment description.
    Payable To Reference
    Specify the name on the resource's account, which may not be the same as the resource's name.
    Flat Amount
    Specify the amount to be deposited into this account. You can specify either an amount in this field or a percentage in the Percent field, but not both.
    Percent
    Specify the percentage to be deposited into this account. You can specify either a percentage in this field or an amount in the Flat Amount field, but not both.
    Currency
    If available, select the currency for the Flat Amount.
    Country
    Select the country in which the bank is located. This field defaults to the resource's home country.
    Account Number
    Specify the account number (BBAN) for the resource's account at the financial institution. This number can contain any characters or spaces that are required by your payroll system.
    Routing Number
    Select a routing number.
    Bank Identifier
    If applicable, specify the bank's identifier, for example, the Receiving DFI (US) or the Sort Code (UK). This code can contain any characters or spaces requires by your payroll system.
    International Bank Account Number
    If applicable, specify the international bank account number for the resource's account at the financial institution. This is an expanded version of the account number (BBAN) and is used internationally to identify the resource's account at the financial institution. There are electronic and paper formats, and they include the country code, a check digit, and the BBAN.
    Roll Number
    If applicable, specify the roll number for the account. The roll number is used for accounts in building societies.
  7. Click Submit.
  8. To update bank details, double-click a bank detail record, change the information, and click Save.
  9. To delete bank details, select a bank detail record and click Delete > Yes.

Attaching a document

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. Click the Documents tab.
  4. In the Attachments section, click Create.
    Note: If the resource was added through Talent Acquisition and attachments, such as resume, CV, and hiring paperwork, existed on the job application, the attachments are displayed in this section.
  5. Select an attachment type and the document to attach.
  6. In the Qualification field, specify the qualification for which you are attaching the document.
  7. Click Save.
    You can validate the attachment after it is saved. To validate the attachment, double-click the record to validate and select the Validated check box. Specify the validation date, and click Save.

Adding work restrictions

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. On the Work tab, click Work Restrictions in the Additional Sections pane.
  4. Click Create.
  5. Specify this information:
    Effective Date
    Select the date on which the work restriction becomes effective.
    Work Restriction
    Select the appropriate work restriction.

    Work restrictions are defined in Administration > Setup > Personal > Work Restriction.

    Active
    Select this check box to make the work restriction available in the resource's profile.
    Notes
    Specify a note to describe the work restriction in detail.
  6. Click Save.

Adding reasonable accommodation

  1. In HR Administration, select Resources > Resource Search.
  2. Search for and open a resource's record.
  3. On the Work tab, click Reasonable Accommodations in the Additional Sections pane.
  4. Click Create.
  5. Specify this information:
    Effective Date
    Select the date on which the work restriction becomes effective.
    Reasonable Accommodation
    Select the appropriate reasonable accommodation.

    Reasonable accommodations are created in Administration > Setup > Personal > Reasonable Accommodation.

    Active
    Select this check box to make the reasonable accommodation available in the resource's profile.
    Notes
    Specify a note to describe the reasonable accommodation.
  6. Click Save.