Inviting an employee to self-identify ethnicity

You must have administrator permissions to perform this task. Before performing this task:
  • Verify that a self-identification email has been finalized for this organization and country.

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

  • Verify that the Allow Self Identification option has been enabled for at least one ethnicity type.

    See Creating resource-component ethnicity options.

    If no ethnicity types are enabled for self-identification, the Ethnicity Details link is not displayed on the profile.

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 and open a resource's record.
  3. In the At a Glance pane, click View.
  4. Click the Ethnicity Details link.
    The Ethnicity and Race page is displayed. It shows the current Ethnicity field selection for the employee. It shows the name of the notification that is configured for this organization and country.
  5. Specify this information:
    Send Self Identification Request
    Select this check box to send the specified notification to this employee’s email address upon saving.
    Hispanic or Latino Origin
    If this check box is selected, then the ethnicity code that has a Special Processing value of Hispanic associated is used as the employee’s ethnicity code.
    Race(s)
    Select up to 10 for this employee. If more than one option is selected, and if the Hispanic field is not selected, then the ethnicity code that has a Special Processing field of Multiple is used as the employee’s ethnicity code.
  6. Click Submit.
    An email is sent to the resource. You can track their response on the resource profile.

    The resource is expected to make and save up to ten selections within the Ethnicity Details link on the At A Glance tab of the employee profile. If any of the selected ethnicities is associated with a special-processing option, the special-processing option is substituted for the selected ethnicity or ethnicities.

    If an employee subsequently selects an option that is in the Ethnicity field, the latter overrides any previous selections in the Ethnicity Details link.