Talent Management

This topic lists the implementation considerations for Talent Management processes.

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.
• Talent Review Tasks
  • Default the priority of the task.
  • Validate the percentage complete field.
• Succession Plan External Candidates
  • Validate the country 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 for Defaulting	To Default Field Values	In the Conditions to Validate	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.
Talent Review Tasks > View Tasks > Add	talentReviewTasks assignees Name TaskUserID Associated Worker Name associatedWorkers AssociatedWorkerID Name TaskUserID Description Due Date End Date IsAssociatedWorkerContext Last Updated Date Assignees Owners owners Name TaskUserID Percentage Complete Priority Start Date Status Subject Task ID Task Type	Description Due Date End Date Name Percentage Complete Priority Start Date Status Task Type	talentReviewTasks assignees Name TaskUserID Associated Worker Name associatedWorkers AssociatedWorkerID Name TaskUserID Description Due Date End Date IsAssociatedWorkerContext Last Updated Date Assignees Owners owners Name TaskUserID Percentage Complete Priority Start Date Status Subject Task ID Task Type	Associated Worker Name Description Due Date End Date IsAssociatedWorkerContext Last Updated Date Assignees Owners Percentage Complete Priority Start Date Status Subject Task ID Task Type
Succession Plan External Candidates > View External Candidates > Add	talentSuccessionExternalCandidates Address Line 1 Address Line 2 Country Created By CreationDate Current Employer Current Job Title DisplayName Email First Name Last Name LastUpdateDate LastUpdatedBy Phone Postal Code State City	City DisplayName Postal Code State	alentSuccessionExternalCandidates Address Line 1 Address Line 2 Country Created By CreationDate Current Employer Current Job Title DisplayName Email First Name Last Name LastUpdateDate LastUpdatedBy Phone Postal Code State City	Address Line 1 Address Line 2 Country Created By CreationDate Current Employer Current Job Title DisplayName Email First Name Last Name LastUpdateDate LastUpdatedBy Phone Postal Code State City

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