Talent Review Tasks

As a facilitator, reviewer, or a Talent Review super user, you can create, assign, and manage tasks for action items arising from a talent review.

Manage talent review meetings and the associated tasks from the Talent Review work area.

Facilitators and Talent Review super users need to select My Client Groups > Talent Review.
Reviewers need to select My Team > Talent Review.

Create and Assign Tasks

You can create and assign tasks in these areas:

Talent Review dashboard: You can use any of these options to manage tasks on the meeting dashboard:
- Add Task action: Select any person in the review population and add a task. The person to whom you add the task is automatically the Associated Worker, and the person's manager is the Assignee. But you can change this.
- Table view of the meeting dashboard: You can see the number of tasks assigned to the members of the review population in the Tasks column. Click the task count to see the list of tasks associated with the member of the review population on the Tasks page. When you add or delete a task, the corresponding count of tasks for the associated worker is updated in the Tasks column.
Tasks page: Assign a task to any person you have access to; you aren't restricted to assigning tasks to meeting participants or the review population

In addition to a subject and description, you define the task attributes shown in this table.

Task Detail	Description
Associated Worker	The person for whom the task is added.
Assignees	One or more workers who perform the task. Note: The person's manager is the default assignee.
Owners	People who manage the task. The meeting facilitator or Talent Review super user is the task owner by default, but you can add more owners. Owners need not be meeting facilitators, but if the task owners can't access the Tasks page, they might not be able to manage the task.
Task Type	The category of the task, such as Preparation and Presentation. Task type values exist in the HRT_TASK_TYPE lookup. You can add values to suit your business requirements.
Due Date	Date by when assignees need to complete the task. The default date is one year from the current date.
Priority	Level of urgency for the task, such as High, Medium, or Low. Priority values exist in the HRT_TASK_PRIORITY lookup. You can add values to suit your business requirements.
Percentage Complete	The completion percentage of the task. Owners update the field as the assignee progresses on the task.
Status	Assigned or Completed.
Start Date	Date when work begins for the task.
End Date	Date when the task is complete.

Edit Tasks

You can edit tasks only on the Tasks page and not on the Talent Review meeting dashboard. You can edit any task field, and reassign and delete tasks. If a task has multiple owners or assignees, then all can view any changes made by one of them.

Note: When you edit a task after navigating from the table view of the meeting dashboard, you can’t change the name of the associated worker.

View Task History

You can view all tasks for all current and past meetings for an associated worker on the Tasks page.

In the Tasks section, select the associated worker row.
From the Actions menu, select View History.