Configure a Talent Review Box Assignment Event for Journeys

This example shows how to use the condition builder to configure the Box Assignment checklist event.

Let's assume that you want line managers to do these tasks when a member of the review population moves to the Top Talent box on the on the Talent Review dashboard:

• Include the member in a particular talent pool.

• Add some development goals for the member.

You need to do these tasks to configure the Box Assignment checklist event:

1. Create a Talent Review Box Assignment checklist template.

2. Configure the Box Assignment event.

3. Add tasks for the manager.

Create a Talent Review Box Assignment Checklist Template

1. In Setup and Maintenance, go to the Checklist Templates task.

   Tip: You can also use the Checklist Templates quick action available in My Client Groups.

2. Create a checklist template.

3. On the General tab, specify values as indicated in this table.

   Field	Value
   Name	Talent Review Box Assignment
   Status	Active
   Category	A suitable category. For example, Talent Management.

4. Click Save.

Configure the Box Assignment Event

1. Click the Actions and Events tab.

2. In the Configure Events section, click Add.

3. Select Box Assignment in the Name list of values.

4. Click Edit Condition to display the Condition Builder.

5. Click Create Group.

6. Select the values indicated in this table.

   Condition Column	Value to Select
   Attribute	Box Assignment Name
   Operator	Equals
   Operand Type	Constant
   Operand Value	Top Talent Note: The values listed depend on the box assignment values configured in the Talent Review meeting template.

7. Click OK to close the Condition Builder.

8. Click Save.

Add Tasks for the Manager

1. Click the Tasks tab.

2. Click Add Task to add a task.

3. On the Details sub tab, specify values as indicated in this table.

   Field	Value
   Name	Add to Pool
   Status	Active
   Sequence	1
   Performer	Line Manager
   Owner	Line Manager
   Task Type	Application Task
   Application Task	Add to Talent Pool

4. Click Save and Close.

5. Click Add Task to add the second task.

6. On the Details sub tab, specify values as indicated in this table.

   Field	Value
   Name	Add Development Goals
   Status	Active
   Sequence	2
   Performer	Line Manager
   Owner	Line Manager
   Task Type	Application Task
   Application Task	Add Development Goal

7. Click Save and Close to return to the Tasks tab.

8. Click Save and Close.