How to Monitor My Employee’s Transition Program

Transition programs are a tool within Infor that we utilize to help employees migrate through their employment lifecycles such as hire, transfer, or termination. However, this tool might also be utilized to assign employees one-off tasks that need completion.

Managers are asked to follow-up with their reports to ensure completion of assigned tasks. This guide will show managers how to view the transition programs assigned to their reports and monitor their completion.

We will start our navigation from the Supervisor Self Service Menu. On the Manager Menu, you will find a quick link titled Team Transition Tasks.

This link will lead you into the Transition Program Dashboard within Infor. The dashboard has two panes, the small pane on the left is used to select the transition program for which you would like information to be displayed on the main pane. 

The All view shows the employee, their current status, and percent completion. All the data that is shown is related to the specific transition program selected. You can view detailed information for individual employee by double clicking on their record.

The detailed view is organized in panels and allows you to perform certain functions as a manager. 

• At A Glance: Provides a high-level summary of the employee’s progress
• Tasks: Provides a detailed view of the tasks assigned to the employee
  • This view is helpful to see which specific tasks the employee has not completed
• You can open any tasks to read the requirements for completion
• Correspondence: Shows a history of the reminder emails sent to the employee

Tips:

• This dashboard is used to monitor the completion of your reports’ transition program, not to complete it on their behalf. Please do not try to make any changes to the assigned program.
• Your employee’s may express difficulty submitting the last task in the transition program as there is not finish button. In order to complete the last task, ask that they input the requested information and click on the Home button which is on the black panel. This will prompt the employee to submit their changes and complete the task.

For any assistance or questions regarding transition programs, please do not hesitate to reach out to the HRIS department at [email protected]!

Thank you!