Talent Management

This topic lists the implementation considerations for Talent Management processes.

Goal Management

You can typically use field value defaulting and validation in these cases.

• Goals Detail
  • Restrict goal category selection based on user roles.
  • Enforce minimum weight for goal.
• Edit Weights
  • Enforce minimum weight for goal.

This table lists the supported attributes, exceptions, and the implementation recommendations for the Goal Management pages.

It applies to both pages under Me and My Team tabs.

	Defaulting		Validation
Page	Supported Fields In the Conditions	Supported Fields To Default Field Values	Supported Fields In the Conditions	To Validate Field Values	Implementation Guidelines
Performance Goal Details	All	Fields for which the value property is enabled.	performanceGoalsV2 GoalName PersonNumber AssignmentNumber Source GoalVersionType StatusCode StartDate TargetCompletionDate ActualCompletionDate PercentCompletion Category Level Weighting RequestContext Published Publication Date LoggedInPersonType GoalPlanWeightEnabled AssociatedGoalPlans Priority Weight perfGoalTasks TaskName TaskTypeCode StartDate Status TargetCompletionDate PriorityCode PercentCompletion ActualCompletionDate CompletionStatus TargetType TargetValue UomCode	developmentGoals Actual Completion Date Allow workers to update key attribute Category Goal name Source Goal version type Level completion percentage person number Priority RequestContext Start date Status Target completion date devGoalTasks Actual completion date completion status goal name Completion percentage priority start date status target completion date target type target value name type uom code learning item relations - learning item id source type
Development Goal Details	All	Fields for which the value property is enabled.	Same as above	Same as above
Edit Weights	Not Applicable	Weight	Not Applicable	Weight

Talent Review and Succession Management

You can typically use field value defaulting and validation in these cases.

• Default succession plans to public plans
• Default flexfields when adding a succession plan
• Validate Succession Plan Candidate Ranking field
• Validate Talent Review Meeting Status field

This table lists the supported attributes, exceptions, and the implementation recommendations for Talent Review and Succession Management.

It applies to pages under My Client Groups tab.

Page	In the Conditions	To Default Field Values	To Validate Field Values	Implementation Guidelines
Add Succession Plan	User Roles SuccessionPlanCandidates Ranking Candidate Readiness Code Is Interim Successor CandidateStatusCode SuccessionPlanOwners enableAlert OwnerTypeCode talentSuccessionPlans Private Business Unit ID DepartmentID Grade ID Incumbent Person ID Job ID PlanTypeCode Position ID Status Code			In Configure Fields and Regions, the Value property is only available for fields that can be defaulted.
Edit Succession Plan	User Roles SuccessionPlanCandidates Ranking Candidate Readiness Code Is Interim Successor CandidateStatusCode SuccessionPlanOwners enableAlert OwnerTypeCode talentSuccessionPlans Private Business Unit ID DepartmentID Grade ID Incumbent Person ID Job ID PlanTypeCode Position ID Status Code			In Configure Fields and Regions, the Value property is only available for fields that can be defaulted.
Talent Review Configuration	User Roles meetings Business Leader Id Dashboard Template Id Meeting Date Meeting Purpose Meeting Status Organization Rating Submission Deadline Talent Review Meeting Talent Review Meeting DFF Review Content Data Validity Code Include Matrix Manager Questionnaire Id Use Potential Assessment Prior Rating Start Date Prior Rating End Date Template Name Dashboard Template Id CreatedBy CreationDate IncludeMatrixMgmt IncludeSuccessionPlans IncludeTalentPools LastUpdateDate LastUpdatedBy OwnerId PopulationSizeForESS QuestionnaireId TemplateStatusCodeInUse Business Leader Assignment AssignmentId PersonId BusinessTitle EffectiveLatestChange BusinessUnitId AssignmentType UserPersonTypeId ProposedUserPersonTypeId PrimaryFlag PrimaryAssignmentFlag PrimaryWorkRelationshipFlag PositionId JobId GradeId DepartmentId ReportingEstablishmentId LocationId FullPartTime ManagerFlag CreatedBy CreationDate LastUpdatedBy LastUpdateDate JobSetId GradeSetId LocationSetId DepartmentSetId assignmentsEFF managers			In Configure Fields and Regions, the Value property is only available for fields that can be defaulted.

Add Reviewees to Plan, Add or Edit Talent Pool, Add Reviewees to Pool, and Add Candidates to Pool

You can typically use field value defaulting and validation in these cases.

• Add or Edit Talent Pool
  • Default talent pools as public
• Talent Pools - Add Candidates to Pool
  • Allow only active members to be added to a talent pool
• Talent Review - Add Reviewees to Plan
  • Default the readiness level for reviewee being added to a plan
  • Validate the rank field while adding a reviewee to plan
• Talent Review - Add Reviewees to Pool
  • Allow only active members to be added to a talent pool

This table lists the supported attributes, exceptions, and the implementation recommendations for Add Reviewees to Plan, Add or Edit Talent Pool, Add Reviewees to Pool, and Add Candidates to Pool

It applies to the pages under My Client Groups tab.

Processes/Pages	In the Conditions to Default and Validate Values	To Default Field Values	To Validate Field Values	Implementation Guidelines
Talent Review - Add Reviewees to Plan	Candidates CandidateStatusCode Is interim successor Ranking CandidateReadinessCode
Add or Edit Talent Pool	Pool Info Private (Access type) Description JobId JobFamilyId GradeId BusinessUnitId DepartmentId PositionId Talent Pool Member Section (talentPoolMembers) MemberStatusCode
Talent Review: Add Reviewees to Pool Talent Pools - Add Candidates to Pool	Talent Pool Member Section (talentPoolMembers) MemberStatusCode