Actions for Talent Review Meetings

A facilitator, super user, or reviewer can perform actions on workers in the review population of a Talent Review meeting.

As a facilitator or a Talent Review super user, you can perform many actions on workers in the review population when conducting the meeting. As a reviewer, you can perform actions on the dashboard view that you open from the Prepare Review Content page. Remember that the actions are available only if they have been enabled on the template on which the meeting is based.

What You Can Do

You can do some actions only for a single worker and some actions for multiple workers.

This table describes the actions that you can do on a talent review meeting dashboard.

Action	What You Do	For a Single Worker	For Multiple Workers	Comments
Show Details	See more information on the worker's person spotlight.	Yes	No	Click Done to return to the dashboard.
View Analytics	See the Oracle Transaction Business Intelligence (OTBI) reports added to the meeting in which the selected workers are included.	Yes	Yes	You can only view analyses that you have access to view.
View Potential Assessment	View the most recent potential assessment ratings saved or submitted by reviewers.	Yes	No	Facilitators can only view the ratings and the comments entered by the reviewers. They can't edit the responses and comments. If a reviewer has saved or submitted multiple potential assessments for a member of the review population, then the facilitator will see only the most recent responses and comments. If multiple reviewers have completed a potential assessment for a member of the review population, then the facilitator will see only the most recently saved or submitted assessment regardless of who submitted it.
Print Profile	Print the profile information.	Yes	Yes	Select Print Profile > Print All Profiles to print the profiles of all the workers in the dashboard. The print output will include only the worker’s profile and content sections that you have access to.
Move	Move the selected workers to the holding area or to another box in the box chart.	Yes	Yes	To move workers to another box, specify the new ratings.
Add Task	Add a task for the selected worker.	Yes	No	The selected worker becomes the associated worker and the worker's manager the default assignee for the task. You're added as the default owner of the task. But you can change these values.
Add Note	Add a note for the selected worker.	Yes	No	You can specify who can see the note added.
Add to Succession Plan	Add the selected workers to a succession plan associated with the meeting.	Yes	Yes	Reviewers can add workers only to succession plans that they have access to.
Add to Talent Pool	Add the selected workers to a talent pool associated with the meeting.	Yes	Yes	Reviewers can add workers only to talent pools that they have access to.
Add Development Goal	Add a development goal for the selected worker.	Yes	No
Add Performance Goal	Add a performance goal for the selected worker.	Yes	No	When a primary goal plan is active, the performance goal that's added is automatically added to the primary goal plan of the selected review period.
Compare	Compare the first selected workers with other selected workers.	No	Yes	You can see the Compare action only if both these conditions are true: The Hide Person Compare Flow profile option's value is N. The Enable Compare check box is selected in the Actions section of the Talent Review Template page.