Infor Human Resources User Guide

Home

Back

Forward

  • Help
  • Copy URL
  • PDF
  • Print this page

Help

Copy URL

Topic URL copied to clipboard

PDF

Print

Human Resources overview
Human Resources Process Flow
Navigating Human Resources
Setup tasks
Maintenance tasks
Reporting tasks
How Infor Human Resources interacts with other Infor applications
Additional interface solutions
Planning for Human Resources setup
Concepts in this chapter
Setup hierarchy
How does the Currency application affect Human Resources?
How does the General Ledger application affect Human Resources?
How does the Accounts Payable application affect Human Resources?
Setting up company structure
Concepts in this chapter
HR company structure
Company
Example
Process level
Independent process level
Tax reporting group
Department
Work country
Currency
Direct deposit
Tax Engine
Report entities
Related report entities
Bank code
Processing group
Procedures in this chapter
Defining a company
Options for defining a company
Related reports and inquiries
Defining a process level
Options for defining a process level
Related reports and inquiries
Defining a department
Options for defining a department
Related reports and inquiries
Defining a processing group
Setting up job structure
Concepts in this chapter
Job classes
Job codes
Wage analysis
Salary range
Workers' compensation
Employment equity
Professional profile
Procedures in this chapter
Defining job classes
Defining job codes
Options for defining job codes
Related reports and inquiries
Setting up Codes
Concepts in this chapter
Codes
HR Codes
HR Code Levels
Country-Specific HR Codes
User fields
Procedures in this chapter
Defining HR Codes
Options for defining HR codes
Related reports and inquiries
Defining Country-Specific HR Codes
Defining alphanumeric user fields
Defining Numeric User Fields
Defining Date User Fields
Related Reports and Inquiries
Converting existing user fields to the system
Setting up employees
Concepts in this chapter
Employment status codes
Payment status
Count Value
Topic
Data item attribute
Security level
Security location
Social number
Schedule, Grade, Step
Dependent
Supervisor
Example
Infor Employee and Manager Self-Service implications
Employee Additional Fields
Employee Additional Rates
Retroactive Pay Change Audit
Procedures in this chapter
Defining Employment Status Codes
Options for defining employment status codes
Related reports and inquiries
Assigning attributes to data stored on employee records
Defining employee records
Options for loading existing employee information from a non-Infor system
Related reports and inquiries
Defining employee grant management information
Defining dependents
Options for defining additional dependent information
Options for entering existing dependent information from a non-Infor system
Related reports and inquiries
Defining supervisors
Options for entering existing supervisor information from a non-Lawson system
Related reports and inquiries
Defining additional contact numbers
Defining employee additional fields
Defining employee additional rates
Putting the Retroactive Pay Change record on hold
Setting up employee groups
Concepts in this chapter
Employee group
Procedures in this chapter
Defining employee groups
Defining criteria for employee groups
Defining employee numbers for employee groups
Creating or updating employee groups
To create or update employee groups
To create or update all employee groups
Related reports and inquiries
Setting up security
Concepts in this chapter
Employee record security
Data Item Security
Procedures in this chapter
Defining employee record security
Options for defining employee security
Related reports and inquiries
Defining User Data Item Security levels
Maintaining employees
Concepts in this chapter
Employee Audit
Procedures in this chapter
Changing employee information
Auditing changes to employee information
Maintenance: Correspondence
Concepts in this chapter
Correspondence tracking
Information request tracking
Change request tracking
Procedures in this chapter
Tracking an information request
Tracking a change request
Maintenance: Year end information
Concepts in this chapter
How are year end fields used?
How is year end information overridden?
Procedures in this chapter
Identifying participants in a pension plan
Identifying deceased employees
Identifying qualified business expenses
Identifying non-taxable third-party sick pay
Defining qualified moving expenses
Identifying reportable insurance
Maintaining data purge
Concepts in this chapter
Data purge
Procedures in this chapter
Purging employee records
Purging data from employee records
Purging correspondence tracking data
Reporting overview
Concepts in this chapter
Available reporting options
CSV data
Recurring job
Procedures in this chapter
Creating a recurring job
HR Writer setup
Concepts in this chapter
Author
Why should functional names, rather than employee names, be used for authors?
Report type
Detail topic
Data items
Data item attributes
HR Writer security
Procedures in this chapter
Defining an author
Defining data item attributes
Establishing HR Writer security
HR Writer reports
Concepts in this chapter
Report title
What determines which data items can be included on one report?
Available sorting options
Population for a report
Data item detail criteria
Procedures in this chapter
Adding a report title
Identifying data items to be included in the report
Establishing the number and size of columns of the report
Defining the sort order of the report
Defining the population of employees to be included in the report
Defining data item detail criteria
Performing a Human Resource Writer inquiry
Generating a Human Resource Writer report
Human Resource Writer tools
Concepts in this chapter
Compute statement
Data items that can be counted
Available totaling options
How can historical amounts be summarized?
Procedures in this chapter
Defining a compute statement
Including a compute statement as a report column
Defining item counting and totaling functions
Extracting data from Human Resource Writer reports in CSV format
To extract data from Human Resource Writer reports in CSV format using the inquiry tool
To extract data from Human Resource Writer reports in CSV format when processing the report.
Transferring CSV data from the Lawson server to your computer
Ptdownload Environment Form Option
Command at UNIX Prompt Option
Using a Third-Party FTP Software Program Option
Example
Option 1: Ptdownload Environment Form
Option 2: Command at UNIX Prompt
Changing the title of an existing report
Copying existing report parameters for creation of a new report
Using Lawson Business Intelligence to create data marts
Lawson Business Intelligence
Compensation (CMP) data mart
Headcount and Turnover (HDT) data mart
Interfacing data
System of Record choice
Using HRM when Infor Talent Management is System of Record
Talent Management as system of record chart
Interface setup steps when Talent Management is the system of record
LT10.1 Setup
LT101 and LT111
To setup the HRM receiver program
Programs and processes when TM is the system of record
Using HRM when HRM is the System of Record
HRM as system of record chart
Interface setup steps when HRM is the system of record
Programs and processes when HRM is the system of record
Initial Interface Load when HRM is the system of record
Additional interface programs
Dual Name Receiver (LT12)
HRM interface to WFM
Interface Rules (HR50)
Initial Interface Load (HR951)
Workforce Management Extract (HR751)
Layouts for CSV files
HRM interface to LMS
Interface Rules (HR50)
Organizational Structure (Levels) Import – Initial Load
1st Level / Top Level (Company)
2nd Level (Process Level)
3rd Level (Department Level)
Employee Import – Initial Load
LMS Processed records (HR51.2)
Infor Talent Science interface to HRM
Infor Talent Science Interface to HRM
HR codes
HR code types and corresponding forms
HR code types and forms
International HR code types and corresponding forms
International HR code types and forms
Data item attributes
A1 - Applicant
A2 - Applicant Job Interest
A3 - Applicant Address
A4 - Applicant History
AC - Additional Contacts
AD - Direct Deposit Master
AH - Attendance History
AP - Direct Deposit Payments
AR - Alternate Pay Rates
AU - Employee Automobile Information
BN - Employee Benefit
CD - Employee Codes
CE - Employee or Applicant Certifications
CH - Compensation History
CM - Compute Statements
CO - Employee CODA Account Balances
CP - Employee Company Property
DB - Dependent Benefits
DC - Defined Contribution Investment Distributions
DH - Monthly Deduction History
DM - Employee Deduction
DP - Employee Dependents
E1 - Employee
E2 - Employee (Pay Distribution)
E3 - Employee (Tax Information)
E4 - Employee (Work Information)
E5 - Employee (EEO Information)
E6 - Employee (I-9 Information)
E7 - Employee (Benefits Information)
E8 - Employee (Address)
EC - Employee Emergency Contact
ED - Employee or Applicant Education
EP - Employee Positions
FR - Flex Credits Remaining
FX - Employee Flexible Benefit Plan
GE - Employee General Information
GL - Payroll GL Distributions
IV - Applicant and Employee Interviews
JC - Job Code
JH - Applicant Job History
HI - Employee History
MD - Employee Medical Information
MI - Employee and Applicant Military History
OS - Health, Safety Incident
PD - Employee Pay Deduction Detail
PM - Employee Payment Detail
PW - Employee Pay Wage Detail
QD - Quarterly Deduction History
QW - Quarterly Wages
RC - Requisition Costs
RF - Applicant References
RH - Requisition History
RL - Employee or Applicant Relocation Preferences
RO - Requisition Offers
RQ - Job Requisitions
RS - Employee Reserve Account Transaction History
RV - Employee Review History
SH - Salary History
SK - Employee and Applicant Competencies
TA - Time Accrual Plan
TD - Employee Time Accrual Detail Transactions
TG - Tax Groups
TS - Employee Time Accrual Transaction Summary History
TV - Employee Travel Information
UF - User Fields
VE - Vesting History
WK - Weeks Worked
WS - Work State Reporting Information
Reports with Drill Around feature
Reports
  • Links
  • docs.infor.com
  • Send Feedback on Current Topic
  • Product Support
  • Open link in new tab
  • Open link in new window
  • Copy link to clipboard