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Infor Personnel Administration User Guide
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Overview of Personnel Administration
Personnel Administration process flow
Personnel Administration: The big picture
How Personnel Administration interfaces with other applications
Additional solutions
Position Management Structure: Position Rules
Concepts in this Chapter
Position management
Position rules
Job codes
Difference between job and position codes
Authorized counts
Example
How are position rules maintained?
Procedures in this Chapter
Defining position rules
Option for defining position rules for process levels and departments
Related reports and inquiries
Changing position rules
Position Management Structure: Position Codes
Concepts in this Chapter
Position codes
User fields
Position data item attributes
Position class
Position reason codes
Position payroll distribution
Procedures in this Chapter
Defining user fields
Related reports and inquiries
Defining position data item attributes
Defining position codes
Optional inquiries
Related reports and inquiries
Defining position classes
Optional inquiry
Optional procedure
Related reports and inquiries
Defining position reason codes
Maintaining position codes
Performing mass position changes
Defining multiple expense accounts per position
Position Management Structure: Budgets
Concepts in this Chapter
Budgets in Personnel Administration
Approved budgets
Preliminary budgets
Procedures in this Chapter
Defining approved position budgets
Options for position budget
Related reports and inquiries
Defining approved job budgets
Options for Job Budget
Related reports and inquiries
Making mass changes to budgets
Making mass changes to the structure of job budgets
Defining preliminary position and job budgets
Copying current budget data to preliminary budget
Exporting and converting CSV files
Position Management Structure: Encumbered Positions
Concepts in this Chapter
Encumbrances
Which salary encumbrance processing method should I use?
How are salary encumbrance variances calculated?
Procedures in this Chapter
Setting up encumbered positions
Calculating encumbrances
Staffing: Position and Job Requirements
Concepts in this Chapter
Qualifications
Competencies
Proficiencies
Procedures in this Chapter
Defining job descriptions
Defining qualification codes
Defining proficiency values
Defining default proficiencies
Assigning proficiency values to competency codes
Options for adding attachments
Related reports and inquiries
Assigning core qualifications
Assigning qualifications
Assigning working conditions
Assigning physical and mental requirements
Staffing: Assigned Resources
Concepts in this Chapter
Count category
How are assigned resources tracked?
Procedures in this Chapter
Tracking assigned resources
Updating assigned resource counts
Staffing: Requisitions
Concepts in this Chapter
How does position rules affect requisitions
Requisition status code
Procedures in this Chapter
Defining requisition status codes
Creating a requisition
Options for requisitions
Related reports and inquiries
Tracking requisition costs
Staffing: Applicants
Concepts in this Chapter
Applicants
Applicant statuses
Procedures in this Chapter
Defining applicant status codes
Options for defining applicant status codes
Related reports and inquiries
Defining an applicant
Options for applicant details
Related reports and inquiries
Defining an applicant reference
Option for entering additional applicant reference detail
Related reports and inquiries
Defining applicant job history
Defining applicant education
Option for applicant education
Related reports and inquiries.
Defining applicant competencies
Option for applicant education
Related reports and inquiries
Defining applicant certification
Option for applicant certification
Related reports and inquiries
Defining applicant relocation preferences
Option for Applicant Relocation
Related reports and inquiries
Defining applicant military status and service information
Option for applicant military service
Related reports and inquiries
Defining applicant medical work restrictions
Option for Applicant Medical
Related reports and inquiries
Tracking applicant tests
Associating candidates with a requisition
Staffing: Fill Open Positions
Concepts in this Chapter
Authorized applicants or employees
Procedures in this Chapter
Authorizing applicants or employees
Searching for qualified candidates
Searching for a job to match candidate qualifications
Searching for a position to match candidate qualifications
Tracking interview information
Options for tracking interview information
Related reports and inquiries
Extending an offer
Follow-up tasks for hiring
Related reports and inquiries
Updating applicant status
Employee Maintenance: Employee Positions
Concepts in this Chapter
Levels
Considerations for positions or jobs with multiple currencies
Procedures in this Chapter
Assigning multiple positions or jobs
Optional inquiries
Related reports and inquiries
Employee Maintenance: Additional Employee Information
Procedures in this Chapter
Defining emergency contacts
Options for adding comments
Related reports and inquiries
Defining military information
Options for adding comments
Related reports and inquiries
Defining medical information
Options for adding comments
Related reports and inquiries
Defining work restrictions
Options for adding comments
Related reports and inquiries
Defining company property
Options for adding comments
Related reports and inquiries
Defining auto information
Defining travel information
Options for adding comments
Related reports and inquiries
Defining prior work history
Options for adding comments
Related reports and inquiries
Defining employee competencies
Option for adding comments
Related reports and inquiries
Defining education
Option for adding comments
Related reports and inquiry
Defining certifications
Option for adding comments
Related reports and inquiries
Defining employee relocation preferences
Option for adding comments
Related reports and inquiries
Defining benefits
Option for adding comments
Related reports and inquiries
Defining grievance and disciplinary actions
Options for defining additional information
Related reports and inquiries
Employee Maintenance: Performance Reviews
Concepts in this Chapter
Review type
Procedures in this Chapter
Defining review types
Defining an initial performance review
Options for performance reviews
Related reports and inquiries
Completing a performance review
Option for performance reviews
Related reports and inquiries
Employee Maintenance: Personnel Actions
Concepts in this Chapter
Personnel actions
Personnel action reason codes
Special processing that can be done with personnel actions
Procedures in this Chapter
Defining personnel action only data item attributes
Defining personnel action reason codes
Defining personnel action codes to a reason code
Defining reason codes to a personnel action code
Defining personnel actions
Performing a hire an applicant personnel action
Options for defining additional information
Related reports and inquiries
Performing individual actions
Options for defining additional information
Related reports and inquiries
Performing position, job actions
Options for defining additional information
Related reports and inquiries
Performing mass actions
Options for adding comments
Related reports and inquiries
Performing mass pay actions
Options for adding comments
Related reports and inquiries
Performing a corrective personnel action
Changing effective sates on pending personnel actions
Moving position levels
To move one position level to another
To swap position levels
Related reports and inquiries
Viewing and updating personnel actions on hold
Updating pending actions
Overriding approval process for a personnel action
Employee Maintenance: Employee History
Concepts in this Chapter
How are employee history records generated?
Why correct an employee history record?
When can I correct a history record?
History error file
Procedures in this Chapter
Updating pending history corrections
Changing employee history associated with a personnel action
Changing employee history not associated with personnel actions
Changing, deleting, or viewing employee position history
Viewing pay rate changes
Additional Personnel Processes: Wage Analysis
Concepts in this Chapter
Wage analysis
Salary ranges
Grade range schedules
Example: One Job Code, Three Ranges
Example: Three Job Codes, One Schedule
How do I use the Wage Analysis Report?
Which salary range is used for the Wage Analysis Report?
Procedures in this Chapter
Defining salary ranges
Option for Job Code Salary Range
Related reports and inquiries
Defining grade range schedules
Options for Grade Range Schedule
Related reports and inquiries
Assigning a grade range schedule to a job code
Assigning a grade range schedule to an employee
Analyzing wages
Additional Personnel Processes: EEO and EEA Reporting
Concepts in this Chapter
EEO-1 report
EEO establishment
EEO-4 report
EEO-5 report
EEA reporting
IPEDS reporting
Procedures in this Chapter
Defining an EEO-1 company
Defining an individual establishment for a multi-establishment company
Processing the EEO-1 report
Defining an EEO-4 company's salary ranges
Processing the EEO-4 report
Defining and associating location codes with CMA codes
Defining EEO-5 data
Processing the EEO-5 report
Defining the EEA industry
Creating the EEA file
Creating the IPEDS file
Additional Personnel Processes: Health and Safety Administration
Procedures in this Chapter
Tracking health and safety incidents
Options for tracking health and safety incidents
Related reports and inquiries
Tracking health and safety incident follow-up
Options for tracking health and safety incident follow-up
Related reports and inquiries
Tracking health and safety incident costs
Options for tracking health and safety incident costs
Related reports and inquiries
Defining health and safety test administration rules
Options for defining health and safety administration rules
Related reports and inquiries
Defining health and safety test results
Assigning job and position codes to a health and safety test
Assigning health and safety test to job and position codes
Scheduling employees for health and safety test
Recording results and tracking follow-up for employee health and safety tests
Options for Employee Tests
Related reports and inquiries
Scheduling applicants for a health and safety test
Follow-up tasks
Related reports and inquiries
Overriding health and safety test eligibility
Additional Personnel Processes: Contract Tracking
Concept in this Chapter
Why should I track employee contracts?
Procedure in this Chapter
Tracking employee contracts
Additional Personnel Processes: Data Purge
Concepts in this Chapter
Data purge
Can I purge position and job codes?
Procedures in this Chapter
Purging employee information
Purging employee comments
Purging employee history
Purging position information
Purging historical position and job information
Purging budget files
Purging applicants
Purging applicant comments
Purging health and safety incident information
Purging employee and applicant health and safety test information
Purging encumbrance information
Training Administration: Training Setup
Concepts in this Chapter
Course
Session
Track
Available prerequisites in Training Administration
How does Training Administration update employee competencies and certifications?
How should I distinguish between course and session costs?
How does a wait list work?
Procedures in this Chapter
Defining training options
Defining a course
Optional procedures
Related reports and inquiries
Defining course prerequisites
Defining course certifications and competencies
Recording course costs
Defining a track
Optional procedures
Related reports and inquiries
Assigning a course to a track
Defining a session
Optional procedures
Related reports and inquiries
Recording session costs
Defining an instructor
Optional procedures
Related reports and inquiries
Assigning an instructor to a course
Assigning courses to an instructor
Assigning an instructor to a session
Training Administration: Training Maintenance
Procedures in this Chapter
Assigning required training by track or course
Assigning an employee to multiple tracks or courses
Assigning a track to an employee group
Assigning a track to a job code
Registering employees for a session
Registering employees from various companies
Mass registering by employee group
Mass registering by a job code
Registering by session override
Recording participation and completion
Recording session evaluations
Recording training costs for an employee
Viewing and updating completed course history
Viewing and updating competencies
HR Code Types
HR code types
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