1. HCM Data Loading Business Objects
  2. Examples of Loading Talent Review Meetings

Examples of Loading Talent Review Meetings

Talent review meetings are the main component of the talent review process, which organizations use to assess strengths of employees and evaluate areas of risk. You can use HCM Data Loader to create and update Talent Review meetings.

Create a Talent Review Meeting

This example TalentReviewMeeting.dat file creates a Talent Review Meeting object. The meeting has Facilitator, Participant, Reviewee, Review Content, Talent Pool, and Succession Plan components. The meeting configuration also has an attribute for including matrix managers as reviewers, which is set to Y in this example file.

Note: Source keys identify each record. You must use source keys if you plan to update the facilitator, participant, or reviewee records later. The user key for these records includes the person number. Therefore, you can't update the person number to refer to a different person if you're identifying the record by the user key alone. You're recommended always to use source keys when creating talent review meetings so that you can update the meetings as necessary.
COMMENT * Talent Review Meeting *
METADATA|TalentReviewMeeting|SourceSystemId|SourceSystemOwner|DataSubmitDate|MeetingDate|MeetingInstructions|MeetingPurpose|MeetingStatusCode|MeetingSubmitStatusCode|MeetingTitle|DataValidityCode|DashboardTemplateName|MeetingLeaderPersonNumber|IncludeMatrixMgmt
MERGE|TalentReviewMeeting|MrktMgr071018|VISION|2021/01/28|2021/12/08|Instructions for Meeting|Purpose of Meeting|NOT_STARTED|DRAFT|HDL Marketing Talent Review Meeting|ONE_MONTH|Standard Talent Review Meeting Template|8153756|Y
COMMENT * Prior Rating Date Range *
METADATA|PriorRatingDateRange|SourceSystemId|SourceSystemOwner|FromDate|ToDate|MeetingTitle
MERGE|PriorRatingDateRange|MrktMgr071018_PDR|VISION|2020/01/01|2020/08/04|HDL Marketing Talent Review Meeting
COMMENT * Facilitator *
METADATA|Facilitator|SourceSystemId|SourceSystemOwner|MeetingTitle|FacilitatorPersonNumber
MERGE|Facilitator|MrktMgr071018_Fac1|VISION|HDL Marketing Talent Review Meeting|8153756
COMMENT * Participant *
METADATA|Participant|SourceSystemId|SourceSystemOwner|DataSubmissionStatusCode|ParticipantTypeCode|MeetingTitle|ParticipantPersonNumber
MERGE|Participant|MrktMgr071018_Part|VISION|NOT_STARTED|PARTICIPANT|HDL Marketing Talent Review Meeting|8153780
COMMENT * Review Content *
METADATA|ReviewContent|SourceSystemId|SourceSystemOwner|UseAsAxisFlag|MeetingTitle|Rating
MERGE|ReviewContent|MrktMgr071018_Rate_Perf|VISION|Y|HDL Marketing Talent Review Meeting|Performance
MERGE|ReviewContent|MrktMgr071018_Rate_Pot|VISION|Y|HDL Marketing Talent Review Meeting|Potential
MERGE|ReviewContent|MrktMgr071018_Rate_Impct|VISION|Y|HDL Marketing Talent Review Meeting|Impact of Loss
MERGE|ReviewContent|MrktMgr071018_Rate_Risk|VISION|N|HDL Marketing Talent Review Meeting|Risk of Loss
MERGE|ReviewContent|MrktMgr071018_Rate_Comp|VISION|Y|HDL Marketing Talent Review Meeting|Overall Competencies Rating
MERGE|ReviewContent|MrktMgr071018_Rate_Goals|VISION|N|HDL Marketing Talent Review Meeting|Overall Goals Rating
MERGE|ReviewContent|MrktMgr071018_Rate_Talent|VISION|N|HDL Marketing Talent Review Meeting|Talent Score
COMMENT * Reviewees *
METADATA|Reviewee|SourceSystemId|SourceSystemOwner|MeetingTitle|RevieweePersonNumber
MERGE|Reviewee|MrktMgr071018_Rev1|VISION|HDL Marketing Talent Review Meeting|8153758
MERGE|Reviewee|MrktMgr071018_Rev1|VISION|HDL Marketing Talent Review Meeting|8153761
COMMENT * Succession Plan *
METADATA|SuccessionPlan|SourceSystemId|SourceSystemOwner|MeetingTitle|PlanName
MERGE|SuccessionPlan|MrktMgr071018_SP|VISION|HDL Marketing Talent Review Meeting|HDL_JOB_PLAN1
COMMENT * Talent Pool *
METADATA|TalentPool|SourceSystemId|SourceSystemOwner|MeetingTitle|PoolName|PoolStatus
MERGE|TalentPool|MrktMgr071018_TP|VISION|HDL Marketing Talent Review Meeting|HDL_TOP_POOL|Active

These rules apply to Talent Review Meeting objects that you create using HCM Data Loader:

  • The DashboardTemplateName attribute identifies the configuration template used for the meeting. The template is created in the Setup and Maintenance work area using the Configure Talent Review Dashboard Options task. The referenced template must exist before you load the talent review meeting record.

  • Any facilitator, participant, reviewee, talent pool, and succession plan records that are referenced by the talent review meeting record must already exist. Alternatively, you can include them in the same .zip file.

  • You must identify at least one facilitator.

  • The MeetingStatusCode attribute must be set to NOT_STARTED and the MeetingSubmitStatusCode attribute can be set to either DRAFT or SCHEDULED for new talent review meetings.

Update a Talent Review Meeting

The following table lists actions that you can perform when you update a talent review meeting using HCM Data Loader. Permitted actions depend on the meeting status.

Meeting Status

Permitted Actions

Not started

  • Change the meeting template.

  • Change the meeting status to In progress or Canceled.

  • Add or remove reviewees, participants, and facilitators.

In progress

  • Change the meeting status to Not started or Canceled.

  • Add or remove reviewees, participants, and facilitators.

Complete

Update the facilitator.

Canceled

Change the meeting status to Not started.

Process job in progress

None.

Process job error

None.

Update the Facilitator

This example TalentReviewMeeting.dat file updates the facilitator for an existing meeting. This example uses source keys. You can't use user keys alone to update the facilitator, as the FacilitatorPersonNumber attribute that identifies the new facilitator also identifies the record to update.

METADATA|Facilitator|SourceSystemId|SourceSystemOwner|MeetingTitle|FacilitatorPersonNumber
MMERGE|Facilitator|MrktMgr071018_Fac2|VISION|HDL Marketing Talent Review Meeting|17121468
Tip: If you're making multiple changes to the same talent review meeting, then include the Talent Review Meeting record in the same .dat file to ensure that all changes are processed together.

Remove Stakeholders

Sometimes workers may no longer be part of the organization. You may want to remove terminated workers who were added as facilitators and participants from Talent Review meetings.

This example TalentReviewMeeting.dat file is used for deleting a facilitator’s and a participant’s data from the HDL Marketing Talent Review Meeting meeting. This file uses source keys to identify the facilitator and participant to delete.

METADATA|Facilitator|SourceSystemId|SourceSystemOwner|MeetingTitle|FacilitatorPersonNumber
DELETE|Facilitator|MrktMgr071018_Fac2|VISION|HDL Marketing Talent Review Meeting|17121468
METADATA|Participant|SourceSystemId|SourceSystemOwner|MeetingTitle|ParticipantPersonNumber
DELETE|Participant|MrktMgr071018_Part1|VISION|HDL Marketing Talent Review Meeting|8153780

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