infor instructions - cuyahoga countyask hr and view my cases do you have a question or inquiry for...

1 Cuyahoga County Project DRIVE

INFOR Instructions

Document Version

Date Update By Update Description

9/18/2018 HR- KN First draft

9/27/2018 HR- KN Updated to reflect benefits changes

10/10/2018 HR- KN Updated to remove MyHR verification steps

03/06/2019 HR- KN Updated login instructions to reflect HRSD

03/21/2019 HR- KN Updated to combine all steps and reflect HRSD

Contents Document Version .................................................................................................................................................................. 1

Application Access – County Network Connection ................................................................................................................. 2

Application Access – Non-County Network Connection ......................................................................................................... 3

Navigating the INFOR Landing Page ........................................................................................................................................ 5

Ask HR and View My Cases ..................................................................................................................................................... 6

Manage My Personal Information .......................................................................................................................................... 7

Updating Personal Information .......................................................................................................................................... 7

At A Glance Tab ............................................................................................................................................................... 7

Personal Information Tab ............................................................................................................................................... 9

Name Change .................................................................................................................................................................... 13

At A Glance Tab ............................................................................................................................................................. 13

Current Job Opportunities .................................................................................................................................................... 15

Cuyahoga County Project DRIVE 2

Application Access – County Network Connection To log into the Infor Enterprise Resource Planning (ERP) system, follow the instructions below.

1. Click the desktop shortcut for the INFOR Landing Page

2. Click adfs.cuyahoga.cc

Note: If you have recently logged in, you will skip this step.

3. Use the login details provided on the current MyHR timekeeping system homepage to log in 1. This step may not appear if you are logged into your computer with the same credentials

4. You will be directed to the INFOR Landing Page


Application Access – Non-County Network Connection To log into the Infor Enterprise Resource Planning (ERP) system from an Internet connection, follow the instructions below.

1. Click the desktop link for the INFOR Landing Page

OR

• Navigate to https://infor.cuyahogacounty.us

2. Use your AD (Active Directory) login details to log into the County Network

• This step logs you into the County Network

• Login details were provided on the current MyHR timekeeping system homepage

Note: You may be directed to a page that says “Your session could not be established”. This is not an error. Please click the “click here” text at the bottom of the notice to proceed with your login.

3. Click the INFOR Landing Page link

https://infor.cuyahogacounty.us/


4. Click adfs.cuyahoga.cc

5. Use your AD (Active Directory) login details to log into the new MyHR application

• This is the same login you used in step 2, above

• This step logs you into the new MyHR

6. You will be directed to the INFOR Landing Page

• If using a cell phone, landscape orientation works best


Navigating the INFOR Landing Page The INFOR Landing Page is home to HR forms and information, a link to MyHR to access time & attendance information, employee data, training resources, and contacting HR.

• Icons across the top of the page will direct you to other INFOR modules that you have access to. If you access fiscal or procurement information, you will navigate to those modules from here.

• To view HR forms and information, click the applicable links on the landing page.

• To access your timesheets in MyHR, click MyHR Access in the Pay section.


Ask HR and View My Cases Do you have a question or inquiry for HR? Use the Ask HR and View My Cases feature to contact HR. You can access Ask HR and View My Cases at any time to view your current/past cases, including the responses you receive from HR.

1. To contact HR, click Ask HR and View My Cases 2. Complete the form 3. Click Submit

• You will receive status updates to the email address you have on file in the system (this is the email address you added during open enrollment)

• You can view your open cases on the left side, under My Cases


Manage My Personal Information These instructions describe how to update or change your name, mailing address, email address, phone number, emergency contact, gender, ethnicity, and marital status records with Human Resources.

Updating Personal Information 1. Click Manage My Personal Information on the landing page

At A Glance Tab On this tab, you can update your name, gender, marital status, and ethnicity.

1. Verify your Name is correct at the top of the At A Glance tab

• Your name should match the name on your Social Security Card or Government issued identification

• If your name is incorrect, please complete the steps to update your name (instructions in this document)

2. Update your Gender by clicking the drop-down for Gender on the At A Glance tab

a. Select the appropriate gender from the list

b. Click Save in the top left corner

c. Enter the Effective Date for the gender update (type T to populate today’s date)


3. Update your Marital Status by clicking the drop-down for Marital Status on the At A Glance tab

a. Select the appropriate Marital Status from the list


c. Enter the Effective Date for the marital status update (type T to populate today’s date)

4. Update your Ethnicity by clicking the drop-down for Ethnicity on the At A Glance tab

a. Select the appropriate ethnicity from the list


c. Enter the Effective Date for the ethnicity update (type T to populate today’s date)


Personal Information Tab On this tab, you’ll add/edit your address, phone number, email address, and emergency contact.

1. Click the Personal Information tab on the left side navigation

2. To add your Phone Number, click Add Phone in the Contact Information section

a. Enter the Effective Date for the new phone number (type T to populate today’s date) b. Select a Telephone Type from the drop-down list c. Fill in all appropriate fields d. Click OK to save


3. To add your Email Address, click Add Email in the Contact Information section

a. Enter the Effective Date for the new address (type T to populate today’s date) b. Type your email address in the Email Address field c. Select appropriate check boxes for the email address

a. If you want to receive email communication from the system, you must check “Change This To Be Work Email”

d. Click OK to save


4. To add your Emergency Contact, click Add Contact in the Emergency Contacts section

a. Enter the Effective Date for the new address (type T to populate today’s date) b. Fill in all applicable fields c. Click OK to save


5. To add your Address, click Add Address in the Addresses section

a. Enter the Effective Date for the new address (type T to populate today’s date) b. Type US in the County field c. Press the tab key to display additonal address fields d. Select appropriate check boxes for the address e. Click OK to save


Name Change If your name is incorrect in the system, you will need to submit a name change.

1. Click Manage My Personal Information on the landing page

At A Glance Tab 1. Click the arrow icon in the upper right corner 2. Click Change Name

3. Fill in the Effective Date of the change.

• This should be the legal date that the name change occurred on

4. Select a reason by clicking the search icon

• You must submit legal documentation of proof for the name change


5. Click the folder icon in the Attach Supporting Document field

• Locate the legal documentation of proof on your computer to attach 6. Add a comment to describe the type of legal document you attached 7. Click OK to save

Please Note: If your name change also affects your benefits, you must also complete and submit a Benefits Office Change (BOC) form – located under

Life Events on the Infor Landing Page.


Current Job Opportunities To apply for a job using our internal job board, follow the instructions below.

1. Click Current Job Opportunities on the landing page

2. Select the position you would like to apply for.

3. Click the Apply Now button to begin the application process.

4. Complete and review the information on each tab on the left side of the Application screen.

1. If this is your first time applying for a position in the new system, you will need to add your profile information. If you’ve applied in this system previously, your profile information has been saved, but should be reviewed to ensure information accurately demonstrates that you meet the qualifications for the position you are applying for.

2. To add/edit your applicant profile, click the View/Update link in the center of the screen.


3. If you click the View/Update link, you will be directed to your applicant profile.

i. Complete and review the information on each tab on the left side of your profile screen.

ii. Click the Create button to add new profile information.

5. Once you have finished reviewing your applicant profile, click the back button on your internet browser to return to the application screen.

6. Click the Next button in the lower right corner of the screen to continue completing and reviewing each tab of the application.

7. On the Resume tab, upload your resume, then click the Next button.

1. Uploading your resume is optional and does not replace your profile information. Profile information is used to determine if position qualifications are met.


8. On the Questions tab, complete the questions, then click the Next button.

9. On the Summary tab, review your application, then click the Submit Application button to submit your job application.

Note: Clicking the Submit Application button will submit your application. You will not be able to make changes after submitting.

Your application has been submitted!

You can review your application status at any time by logging into your applicant profile and clicking the My Applications tab.

infor instructions - cuyahoga countyask hr and view my cases do you have a question or inquiry for...

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