Contents
1 Introduction to Global Human Resources
2 Users and Roles
- User Management
- How You Manage an Incomplete Request for an HCM User Account
- User Names
- FAQs for User Management
- What happens if I reset a user's password?
- How can I reset a user's password?
- How can I notify users of their user names and passwords?
- Where do default user names come from?
- What happens when I link a user account?
- How can I create a user account for an existing worker?
- What happens if I edit a user name?
- What happens when I copy personal data to Identity Store?
- Why does this worker have no user account?
- Role Management
- Role Provisioning and Deprovisioning
- FAQs for Role Management
- What's the provisioning method?
- Why did some roles appear automatically?
- Why can't I see the roles that I want to assign to a user?
- Why can't I see the roles that I want to request for myself?
- What happens if I deprovision a role from a user?
- Why is the user losing roles automatically?
- What happens when I autoprovision roles for a user?
- What happens if I delegate a role?
- Can I delegate any role?
- What happens if I delegate approvals?
- What's a delegated role?
3 Departments, Divisions, Organizations, Locations, and Worker Unions
- Overview of Workforce Structures
- Departments, Divisions, and Organizations
- Guidelines for Using Single or Multiple Classifications for an Organization
- How You Configure Your Enterprise Structure After an Acquisition
- Divisions
- Example of Adding a New Division After Acquiring a Company
- Departments
- How You Create a Chart of Account to Create a Department
- Cost Centers and Departments
- Department Classifications
- How You Configure the Department Title
- Disability Organizations
- Departments Search
- HCM Trees
- FAQs for Departments, Divisions, and Organizations
- What's a reporting establishment?
- Can I delete an organization?
- How do I create a disability organization?
- How can I identify my organization in a report?
- What's the purpose of the legislative action attributes?
- What's the difference between department name and title?
- Can I change the set of a department, location, job, or grade?
- What's business unit and set partitioning?
- Locations
- Locations
- Locations Search
- Associate Legal Employers with Locations
- FAQs for Locations
- Why can't I see my location in the search results?
- How can I associate a location with an inventory organization?
- What happens if I select an inventory organization when I am creating or editing a location?
- What happens if I select a geographic hierarchy node when I create or edit a location?
- What happens if I inactivate a location?
- Worker Unions
4 Jobs and Positions
- Jobs
- Examples of Jobs
- Examples of Positions
- Considerations for Using Jobs and Positions
- Job and Position Structures
- Scheduling Group Attribute for Jobs
- Workforce Structures Code Generation Methods
- View Details of Associated Profiles on Job or Position Pages in Redwood
- Create a Position Profile
- Associate Action Reasons in Position with Role
- How FTE is Calculated in Positions
- Work Hours and Duration
- Workday Information Defaults
- How You Match Position Valid Grades with Job Grades
- Position Budgeting
- Position Synchronization
- Set Up Position Synchronization
- How Assignment Values Are Inherited from Position
- Business Unit and Position in When and Why
- Position Override in Redwood Employment Processes
- Behavior of Position Override
- Synchronize Assignment Action Reason From Position
- Example of Action Reason Synchronization in Assignments
- Synchronize Assignment Flexfields From Position Flexfields
- Considerations for Flexfield Mapping in Position Synchronization
- Synchronize Person Assignment from Position Process
- HCM Position Hierarchy
- Graphical Position Hierarchy
- How You Create a Graphical Position Hierarchy
- Parent Position Isn’t Defaulted for Professional Users
- Considerations for Using Position or Position Hierarchy for Synchronizing Assignment Manager
- Filter Managers Using Parent Position Hierarchy
- How You Route Position Approvals
- Jobs Search
- Positions Search
- Upload Workforce Structures Using a Spreadsheet
- FAQs for Jobs and Positions
- What's the difference between a job set and a job family?
- Why can't I see the position code for the new position?
- When can I enable position synchronization?
- What happens if I specify a parent position?
- What happens if I specify the standard working hours in a position?
- What happens when grades are synchronized?
- How can I exclude some assignments from position synchronization?
- How do I override position synchronization at the attribute level?
- What happens if I select Synchronize Mapped Flexfields?
- Are converted pending workers displayed as incumbents in the Position Details page?
5 Grades
- Grades
- Grade Rates
- Grade Ladders
- Lookup Types for Grades
- Grade Ladder on Worker Assignment
- How Grades, Grade Rates, and Sets Work with Legislative Data Groups
- How Grades and Grade Rates Work with Jobs, Positions, Assignments, Compensation, and Payroll
- Examples of Grades, Grade Rates, and Grade Ladders
- Create Grades, Steps, and Ladders
- How You Set Up Grade Ladders for Pay Scale Requirements
- Example of Setting Up Grade Ladders for Spine Point Requirements
- FAQs for Grades
6 Person Information
- Person Records
- Person Records
- Examples of Person Records
- Person Names and Languages
- Person Identifiers for External Applications
- Which person data can I delete?
- Delete a Person's Compensation and Benefits Data
- How You Delete a Person's Employment Data
- Delete Person Number
- Can I delete a person's mailing address?
- FAQs for Person Records
- Personal Information
- Reviewing Your Personal Information
- Change Your Photo
- Disability Disclosure
- How You Manage Contacts
- How You Add Document Records for Contacts
- Contact Start Date Changes
- How You Share Data Access With Another Person
- Approval Rules for Share Data Access
- How National Identifiers are Validated
- How Person Addresses Are Validated
- Social Networking at Work
- Comparing Items
- FAQs for Personal Information
- Can I add additional data sets to the comparison?
- Can I compare all of the person's assignments?
- How are the differences between comparison attributes identified?
- How is risk of loss assessed?
- What happens if I remove the comparison base?
- What's the difference between performing a best-fit analysis and comparing profiles?
- Can I delete a person record?
- Can I add multiple national identifiers of the same type for a country?
- Why can't I see my passport document in the Passports section?
- How can I designate a contact as a statutory dependent?
- What's a disability disclosure?
- Why can't a line manager who’s rehiring see the person's existing home address?
7 Employment Information
- Assignments
- Work Relationships
- Worker Numbers
- Cancel Work Relationships
- Assignments
- Employment Primary Status Attributes
- Change Indicator for Primary Attributes in Employment
- Examples of Creating Multiple Work Relationships for a Person
- Work Measures
- Weekly Working Hours for Assignments
- Assignment Attributes Based on Change Assignment Action
- Business Title Defaulting for Assignment in Employment Flows
- The Manager Hierarchy: How It's Maintained
- Matrix Manager for an Assignment
- Examples of Multiple Managers for an Assignment
- How Line Managers Are Synchronized Using Position Hierarchy
- Filter Locations Based on Legal Employers
- Filter Business Units Based on Legal Employers
- Filter Locations Based on Employee Location
- View and Manage Your Employment Information
- FAQs for Assignments
- What happens if I change a person's primary work relationship?
- Can I add matrix managers when I'm using position synchronization?
- Where do person types come from?
- How can I create an assignment if the person type I need isn't in the list?
- Can I end the only assignment in a work relationship?
- Can I end a primary assignment if there are other nonprimary assignments in the same work relationship?
- Can I end an assignment one day before the second assignment starts?
- What happens to the manager relationship when I end an assignment or terminate a work relationship?
- What happens when I select a different line manager for an assignment?
- Why are some values completed automatically when I create assignments?
- How can I access inactive assignments?
- Can I use eligible jobs instead of adding an assignment?
- How can I update the location from the Change Location page when position synchronization is enabled?
- How is the before and after assignment data displayed for transactions in the employment details page?
- Is the source work relationship impacted when you cancel the work relationship created by a global transfer or global temporary assignment?
- Is the source work relationship impacted when you reverse terminate a work relationship that was terminated using the End Global Temporary Assignment action?
- Is the source assignment impacted when you delete the End Temporary Assignment record from the destination assignment?
- Can I initiate an assignment change when another employment transaction is pending approval?
- Employment Dates
- Change Employment Start Dates
- Change Start Dates for Employment Transactions
- Examples of Start Date Changes When Assignment Changes Exist
- Examples of Start Date Changes When Work Relationship Changes Exist
- Examples of Start Date Changes for Employment Work Relationship Created from Pending Worker Work Relationship
- Examples of Start Date Changes for Converted Pending Worker Work Relationship
- Retain Your Employment Changes While Changing the Effective Date
- Examples of Retaining Your Employment Changes While Changing the Effective Date
- Control Default of Effective Start Date in Employment Flows
- How You Validate a Worker’s Salary when the Hire Date is Changed
- FAQs for Employment Dates
- How can I correct the start date of an assignment or temporary assignment that I added?
- How can I correct or delete a date-effective assignment record using the responsive UI?
- How can I correct the start dates of assignment-related transactions?
- How can I correct the global transfer and global temporary assignment start dates?
- Eligible Jobs
8 Areas of Responsibility
- How You Assign Areas of Responsibility
- Autoprovision Areas of Responsibilities
- Areas of Responsibility Integration with Work Contacts
- Examples of Setting Scope of Responsibility
- Areas of Responsibility Templates
- FAQs for Areas of Responsibility
- What happens if I don't record a person's areas of responsibility?
- What happens if I reassign a responsibility?
- What's the recruiting responsibility type?
- What is the naming convention I see in the responsibility name when I create and assign a responsibility from a template?
- How do I add or change a responsibility type?
9 Journeys
10 Hire and Manage Workers
- Overview of the Workforce Lifecycle
- Hire People
- When to Create Person Records
- Rehire a Worker
- Hiring an Employee
- How You Create a Work Email
- How You Specify Work Phones
- Contact Relationship Start Date Changes
- How You Convert Pending Workers
- Automatic Conversion of Pending Workers
- Examples of Creating Multiple Work Relationships for a Person
- How You Default the Manager in Hire and Create Work Relationship Flows
- Worker Types
- How Person Records Are Matched
- Examples of Employment Information for Nonworkers
- FAQs for Hire People
- How can I create a user account for a new worker?
- What's a pending worker?
- Can I enter more information about an emergency contact?
- How can I create other types of contacts for a person?
- How can I create multiple nonworker roles for a person?
- Why can't I see the person number for this new person record?
- Why can't I see the current manager when I am adding a person as a direct report?
- What’s the Not Managed by HR system person type?
- Promote and Transfer People
- Promoting People
- Promote Actions
- Transfer Actions
- Local and Global Transfer
- Data Copy and Display Options for Local and Global Transfer
- Mass Legal Employer Change
- Dashboard for Legal Employer Change
- Process to Link Source and Destination Assignments for Global Transfer
- Transferring People
- FAQs for Transfers
- Can I transfer people if I don't have access to all of their assignments?
- Does a person automatically move to another payroll during a global transfer?
- Can I use the Global Transfer action for a person with a future termination date?
- Can I do a global transfer for a suspended assignment?
- Can I use the Global Transfer action for a person having a future global transfer or global temporary assignment?
- Can I do a global transfer for an assignment from where the global temporary assignment was initiated or which was created as part of the global temporary assignment?
- Can I terminate a work relationship with an active global temporary assignment?
- How can I correct the global transfer and global temporary assignment start dates?
- Employment Contracts
- Add and Reassign Direct Reports
- How You Reassign Direct Reports
- How You Reassign Direct Reports for Terminations and Resignations
- How You Reassign or Add Direct Reports During Local and Global Transfer
- How You Add Direct Reports During Add Assignment
- Examples of Direct Reports Reassignment During Global Transfer
- How You Reassign Pending Approvals and Invalid Supervisor Assignments
- FAQs for Add and Reassign Direct Reports
- What's the difference between the Change Manager and Direct Reports functionality?
- Can I reassign indirect reports of the manager from the same Direct Reports task?
- Why can't I see the direct reports action and action reason fields in the When and Why section of the Resignation flow even though they're enabled in the Transaction Design Studio?
- Is there a limit for the number of direct reports who can be reassigned using the Reassign Directs section?
- Terminate Work Relationships
- Resignations
- Terminations
- Termination and Resignation Version 2 versus Version 3
- Terminating or Resigning from Assignments and Work Relationships in Version 3
- What Happens to Direct Reports in a Termination
- About Reversing Terminations
- Terminating a Work Relationship
- How Line Manager Synchronization Happens During Termination When Position Hierarchy Is Used
- FAQs for Terminate Work Relationships
- Can I terminate a work relationship if there are future-dated employment changes?
- Can I terminate the source work relationship from which a global temporary assignment is created?
- Can I terminate a person's work relationship when they have a resignation pending approval from the same work relationship?
- Why don't I see all termination actions and reasons when terminating a work relationship with a global temporary assignment?
- How are data conflicts arising from a termination handled?
- What happens if I revoke user access from a person with multiple active work relationships?
- What happens when you select worker death in a termination?
- What's the impact of entering a rehire recommendation during a termination?
11 Seniority Dates
- Overview of Seniority Dates
- Seniority Dates
- Adjust a Seniority Date
- Examples of Calculating Seniority Dates
- How Cumulative Seniority Dates Are Calculated
- Examples of Calculating Cumulative and Noncumulative Seniority Dates
- Hours-Based Seniority Calculation
- Examples of Calculating Hours-Based Seniority
- Process to Calculate Seniority Dates
12 Document Records
- How You Scan Attachment to Prefill Document Record Attributes
- Mass Download Document Records
- Archive and Purge Document Records
- Change Publish Date for Document Records
- Sources of Creating Document Records
- Preview Document Records
- Audit Access to Document Records Pages
- FAQs for Document Records
- Why is my document type LOV blank?
- What is the significance of the From and To dates of a document record?
- What is the significance of the document code for document records?
- On what basis is the document code generated for a document record?
- Is there a limit to the number of document records per worker?
- Is there a limit to the number of attachments or size of an attachment for a document record?
- What types of attachments can be uploaded using document records?
- Is there a tool for mass uploading document records and its associated attachments?
- Which file format should I use when uploading an attachment for document records using REST API?
- If an assignment transaction that created a document record is deleted, what happens to the document record?
13 Workforce Records
- Overview of Workforce Records
- Directory and Person Spotlight
- Person Spotlight Search
- Person Spotlight
- How You Manage Your Team
- People Directory
- How You Print the Organization Chart
- Finding Colleagues Using the Directory
- How You Create and Display Vacancies
- Person-Record Keyword Searches
- How You Optimize Person Search Keywords
- How You Update Person Search Keywords
- Worklist Transactions
- FAQs for Directory
- Why can't I see the roles that I want to request for myself?
- Why didn't my keyword search return the expected results?
- Why do some people appear more than once in the search results?
- What's a matrix chart?
- What's the difference between rejecting and withdrawing an approval transaction?
- Why was my saved transaction deleted?
- What's a calendar event message?
- Why didn't a calendar event message appear on the calendars of everyone in an organization or location?
- Connections
- Mass Updates
- Work Schedules
14 Workforce Deployment Analysis
- Generate Workforce Deployment Intelligence
- FAQs for Evaluate Workforce Deployment Performance
- When do changes to my organization hierarchy appear?
- Where do promotion-readiness values come from?
- Why do some people appear more than once in my organization hierarchy?
- Can I terminate a manager's whole organization in Workforce Modeling?
- Can I update a worker's salary in Workforce Modeling?
- Can I terminate a worker outside the top manager's hierarchy in Workforce Modeling?
- Can I cancel a termination in Workforce Modeling?