How You Configure Talent Review Meeting Details

You create talent review meetings to review workers in an organization.

  1. Select My Client Groups > Talent Review.

  2. On the Meetings Overview page, click Add.

You can see the Create Talent Review Meeting page. You specify the meeting details in the Meeting Info section.

The image shows the different steps involved in creating a Talent Review meeting. The first step is Enter Meeting Details.

This image shows the details that you need to specify for a Talent Review meeting.

This image shows the details that you need to specify for a Talent Review meeting, namely, the meeting name, template name, business leader, facilitators, meeting date, and the data submission deadline.

Meeting Name

Enter a meeting name in the Talent Review Meeting field. The name appears on the Talent Review meeting dashboard. It also identifies the meeting in searches and functions, such as viewing the history of notes and tasks.

Template Name

The template you select specifies these attributes of the meeting:

  • Box chart views

  • Rating models

  • Actions

  • Filters

  • Potential assessment that reviewers can use to assess the members of the review population

The template also determines whether succession plans and talent pools can be used in the meeting.

Business Leader

The business leader is the senior manager of the organization that's being reviewed. These are the effects of selecting the business leader of a meeting:

  • The organization of the selected business leader appears automatically and can't be changed.

  • The business leader is automatically added as a meeting participant.

    Note: You can also select and add managers from other organizations as participants.

Facilitators

Facilitators are the HR specialists who conduct and manage the meeting. By default, the person creating the meeting is added as a facilitator. But you can select and add other facilitators. Only facilitators and Talent Review super users can conduct the meeting. It's a good idea to select more than one facilitator for a meeting. All facilitators can update meeting information and the data that's being reviewed.

Meeting Date

The meeting date indicates when the meeting is likely to start. Until the meeting start date, facilitators and Talent Review super users can open the meeting and only view the dashboard. Only on or after the meeting start date can the facilitators and Talent Review super users make any changes. When a facilitator or a Talent Review super user opens the meeting on the meeting date or later, the status changes to In progress.

Data Submission Deadline

The data submission deadline indicates the date until when reviewers can prepare and submit review content or worker data. The data submission deadline is according to the server time zone. So, if your reviewers are located in a different time zone, they need to submit the data before the deadline according to the server time zone and not their time zone. The data submission deadline is optional. If you don't enter a date, reviewers can update worker data until the meeting starts.

If the Talent review content preparation reminder notification is enabled, facilitators and Talent Review super users can send reminder notifications to reviewers when the submission deadline approaches.